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
$1.7B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$6.74M
2
+$6.63M
3
+$6.28M
4
CHGG icon
Chegg
CHGG
+$6.11M
5
ZEN
ZENDESK INC
ZEN
+$6.08M

Top Sells

1
+$11.4M
2
+$10.7M
3
+$10.1M
4
WST icon
West Pharmaceutical
WST
+$9.47M
5
ZTS icon
Zoetis
ZTS
+$7.57M

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
1
$55.2M 3.25%
476,242
-98,422
2
$45.3M 2.66%
215,282
-4,536
3
$34.4M 2.02%
248,317
-2,559
4
$32.4M 1.9%
2,391,800
-37,800
5
$29.4M 1.73%
270,505
-3,702
6
$28.3M 1.67%
190,229
+2,524
7
$24.3M 1.43%
87,484
+16,263
8
$24M 1.41%
152,640
-31,680
9
$23.7M 1.39%
90,517
+1,110
10
$22.8M 1.34%
311,780
+2,920
11
$21.4M 1.26%
76,698
-822
12
$20M 1.18%
279,593
+85,592
13
$19.8M 1.17%
170,459
+754
14
$19.8M 1.17%
425,097
-8,505
15
$19.7M 1.16%
566,765
+2,790
16
$18.5M 1.09%
92,578
-724
17
$18.3M 1.08%
81,142
-881
18
$18M 1.06%
493,580
+92,480
19
$17.4M 1.03%
724,205
-14,982
20
$17.3M 1.02%
55,375
-86
21
$17.2M 1.01%
48,410
+493
22
$16.9M 0.99%
94,964
+481
23
$16.8M 0.99%
166,867
+49,227
24
$16.5M 0.97%
29,315
+199
25
$16.2M 0.96%
82,397
+160
1
2 3 4 5