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
$2.32B
AUM Growth
+$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$10.3M
3
+$8.59M
4
LULU icon
lululemon athletica
LULU
+$8.38M
5
MMC icon
Marsh & McLennan
MMC
+$7.63M

Top Sells

1
+$8.57M
2
+$7.48M
3
+$6.47M
4
GWRE icon
Guidewire Software
GWRE
+$5.92M
5
ABT icon
Abbott
ABT
+$5.92M

Sector Composition

1 Technology 23.31%
2 Healthcare 17.97%
3 Financials 10.36%
4 Industrials 8.64%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.98M 0.13%
65,719
-7,660
177
$2.79M 0.12%
34,042
-9,681
178
$2.77M 0.12%
12,721
179
$2.62M 0.11%
14,577
+2,187
180
$2.62M 0.11%
11,406
-6
181
$2.56M 0.11%
32,896
-150
182
$2.51M 0.11%
168,666
+700
183
$2.41M 0.1%
36,760
+230
184
$2.4M 0.1%
91,725
-1,500
185
$2.37M 0.1%
27,559
-1,652
186
$2.3M 0.1%
15,348
-400
187
$2.26M 0.1%
23,000
-1,480
188
$2.25M 0.1%
31,556
-17
189
$2.11M 0.09%
39,245
190
$2.06M 0.09%
34,055
+955
191
$2.06M 0.09%
33,826
+3,225
192
$2.02M 0.09%
27,585
-400
193
$1.97M 0.09%
15,700
194
$1.87M 0.08%
23,654
-146
195
$1.81M 0.08%
68,553
+3,275
196
$1.77M 0.08%
8,065
-90
197
$1.7M 0.07%
27,615
-2,600
198
$1.69M 0.07%
22,520
-1,110
199
$1.66M 0.07%
7,415
-225
200
$1.65M 0.07%
21,366
-2,037
6 7
8
9 10