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
$1.65B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$6.23M
3
+$6.12M
4
EL icon
Estee Lauder
EL
+$5.57M
5
ZEN
ZENDESK INC
ZEN
+$5.57M

Top Sells

1
+$6.89M
2
+$5.17M
3
+$4.86M
4
ATR icon
AptarGroup
ATR
+$4.62M
5
WAB icon
Wabtec
WAB
+$4.11M

Sector Composition

1 Technology 21.2%
2 Healthcare 20.41%
3 Financials 10.6%
4 Consumer Staples 9.94%
5 Industrials 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$941K 0.06%
17,766
-850
202
$897K 0.05%
5,036
+58
203
$843K 0.05%
2,596
-300
204
$814K 0.05%
7,667
-125
205
$783K 0.05%
4,055
206
$775K 0.05%
19,496
-15
207
$737K 0.04%
4,450
+300
208
$710K 0.04%
7,845
-150
209
$706K 0.04%
8,300
-1,250
210
$697K 0.04%
4,325
211
$683K 0.04%
6,560
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212
$671K 0.04%
12,265
213
$666K 0.04%
2,019
214
$663K 0.04%
4,153
215
$643K 0.04%
13,734
216
$570K 0.03%
6,626
-311
217
$563K 0.03%
11,278
-1,775
218
$556K 0.03%
16,225
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219
$555K 0.03%
22,313
-197
220
$516K 0.03%
3,046
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221
$508K 0.03%
8,575
+400
222
$493K 0.03%
4,457
223
$478K 0.03%
11,675
+175
224
$463K 0.03%
9,447
-240
225
$456K 0.03%
4,015
7 8
9
10 11