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
201
$1.62M 0.08%
8,155
+450
202
$1.62M 0.08%
6,504
-120
203
$1.59M 0.08%
65,278
+2,650
204
$1.57M 0.07%
9,900
-550
205
$1.53M 0.07%
23,371
-400
206
$1.46M 0.07%
3,896
-1,646
207
$1.43M 0.07%
32,094
-582
208
$1.39M 0.07%
10,454
-481
209
$1.38M 0.07%
6,451
+476
210
$1.37M 0.06%
6,180
211
$1.34M 0.06%
17,020
-100
212
$1.34M 0.06%
14,365
-600
213
$1.33M 0.06%
16,335
-175
214
$1.3M 0.06%
3,660
-65
215
$1.27M 0.06%
8,484
-1,810
216
$1.24M 0.06%
2,710
+475
217
$1.14M 0.05%
8,042
+135
218
$1.11M 0.05%
12,123
+400
219
$1.08M 0.05%
9,400
+150
220
$1.06M 0.05%
4,743
-1,042
221
$1.05M 0.05%
2,836
222
$1.01M 0.05%
29,713
-707,095
223
$943K 0.04%
+10,485
224
$927K 0.04%
35,200
+2,200
225
$907K 0.04%
11,947
-110
7 8
9
10 11