ACM

Azimuth Capital Management Portfolio holdings

AUM $2.34B
1-Year Est. Return 16.67%
This Quarter Est. Return
1 Year Est. Return
+16.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.11B
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$14.2M
3
+$13M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$8.26M
5
CDNA icon
CareDx
CDNA
+$7.83M

Top Sells

1
+$24.1M
2
+$7.82M
3
+$7.31M
4
SPLK
Splunk Inc
SPLK
+$6.98M
5
CHGG icon
Chegg
CHGG
+$6.54M

Sector Composition

1 Technology 22.39%
2 Healthcare 17.65%
3 Financials 10.51%
4 Industrials 9.1%
5 Consumer Staples 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.95M 0.14%
12,721
-100
177
$2.92M 0.14%
57,000
-400
178
$2.87M 0.14%
73,379
-1,875
179
$2.52M 0.12%
11,412
-1,859
180
$2.48M 0.12%
29,211
+800
181
$2.47M 0.12%
63,050
+798
182
$2.44M 0.12%
93,225
+32,575
183
$2.39M 0.11%
12,390
+1,565
184
$2.37M 0.11%
15,748
-217
185
$2.34M 0.11%
24,480
-590
186
$2.32M 0.11%
33,046
+17,880
187
$2.29M 0.11%
36,530
+500
188
$2.27M 0.11%
31,573
189
$2.12M 0.1%
27,985
+1,925
190
$2.08M 0.1%
8,475
-865
191
$2.06M 0.1%
167,966
+1,875
192
$2.06M 0.1%
33,100
-100
193
$2.04M 0.1%
39,245
-4,095
194
$1.86M 0.09%
30,215
-21,250
195
$1.83M 0.09%
23,630
-1,550
196
$1.81M 0.09%
55,933
-10,887
197
$1.81M 0.09%
23,800
-44,631
198
$1.69M 0.08%
7,640
+670
199
$1.62M 0.08%
15,700
-500
200
$1.62M 0.08%
30,601
+385
6 7
8
9 10