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
201
$1.64M 0.07%
11,494
+1,040
202
$1.62M 0.07%
9,300
-600
203
$1.62M 0.07%
8,425
-50
204
$1.6M 0.07%
6,564
+60
205
$1.58M 0.07%
14,354
+10,140
206
$1.54M 0.07%
22,671
-700
207
$1.52M 0.07%
6,394
+214
208
$1.48M 0.06%
6,576
+125
209
$1.44M 0.06%
31,294
-800
210
$1.44M 0.06%
8,462
-22
211
$1.39M 0.06%
3,937
+41
212
$1.37M 0.06%
2,718
+8
213
$1.36M 0.06%
14,315
-50
214
$1.34M 0.06%
3,660
215
$1.32M 0.06%
16,952
-68
216
$1.28M 0.06%
15,625
-710
217
$1.19M 0.05%
9,100
-300
218
$1.17M 0.05%
7,953
-89
219
$1.13M 0.05%
12,515
+2,030
220
$1.13M 0.05%
4,662
-81
221
$1.1M 0.05%
1,879
+9
222
$1.06M 0.05%
11,973
-150
223
$1.05M 0.05%
2,786
-50
224
$925K 0.04%
4,265
225
$924K 0.04%
35,200
7 8
9
10 11