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
$1.27B
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11M
3
+$10.8M
4
ATR icon
AptarGroup
ATR
+$7.56M
5
GWRE icon
Guidewire Software
GWRE
+$3.72M

Top Sells

1
+$5.88M
2
+$5.67M
3
+$4.99M
4
ROST icon
Ross Stores
ROST
+$4.59M
5
VRSK icon
Verisk Analytics
VRSK
+$3.52M

Sector Composition

1 Healthcare 18.47%
2 Technology 13.13%
3 Financials 11.82%
4 Industrials 10.98%
5 Consumer Staples 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$865K 0.07%
19,040
202
$864K 0.07%
36,175
-3,000
203
$859K 0.07%
15,750
204
$844K 0.07%
13,595
-166
205
$843K 0.07%
10,955
206
$818K 0.06%
28,472
207
$816K 0.06%
19,103
-700
208
$764K 0.06%
22,320
-6,800
209
$749K 0.06%
28,912
210
$670K 0.05%
12,797
-350
211
$665K 0.05%
8,538
212
$658K 0.05%
18,392
-300
213
$639K 0.05%
5,401
214
$617K 0.05%
13,700
215
$606K 0.05%
6,450
-500
216
$598K 0.05%
6,896
217
$598K 0.05%
58,500
-1,000
218
$594K 0.05%
23,000
219
$578K 0.05%
5,760
220
$575K 0.05%
4,735
-175
221
$570K 0.04%
4,293
222
$563K 0.04%
7,770
223
$559K 0.04%
12,726
-896
224
$553K 0.04%
22,580
+6,245
225
$553K 0.04%
3,170
-40
7 8
9
10 11