ACM

Azimuth Capital Management Portfolio holdings

AUM $2.34B
1-Year Est. Return 16.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.7B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$6.3M
3
+$6.09M
4
ISRG icon
Intuitive Surgical
ISRG
+$5.96M
5
ZEN
ZENDESK INC
ZEN
+$5.53M

Top Sells

1
+$10.7M
2
+$10.1M
3
+$9.31M
4
WST icon
West Pharmaceutical
WST
+$9.12M
5
ZTS icon
Zoetis
ZTS
+$7.03M

Sector Composition

1 Technology 25.3%
2 Healthcare 20%
3 Consumer Staples 10.95%
4 Financials 8.51%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$920K 0.05%
15,416
202
$913K 0.05%
8,123
+85
203
$912K 0.05%
27,786
+685
204
$884K 0.05%
5,750
+550
205
$852K 0.05%
9,050
-1,400
206
$848K 0.05%
6,505
-15
207
$732K 0.04%
2,605
208
$730K 0.04%
7,667
209
$712K 0.04%
6,160
210
$696K 0.04%
27,277
-7,852
211
$680K 0.04%
5,856
-361
212
$669K 0.04%
4,265
213
$662K 0.04%
2,633
-25
214
$640K 0.04%
1,903
+746
215
$587K 0.03%
7,825
-75
216
$556K 0.03%
15,575
217
$528K 0.03%
5,003
+74
218
$492K 0.03%
20,862
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219
$457K 0.03%
5,875
220
$446K 0.03%
4,055
221
$440K 0.03%
8,971
+148
222
$432K 0.03%
7,006
223
$429K 0.03%
14,687
-2,573
224
$426K 0.03%
3,335
225
$425K 0.03%
4,339
7 8
9
10 11