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
1
$66.8M 2.89%
487,774
+17,865
2
$58.6M 2.53%
216,316
+2,956
3
$34.3M 1.48%
280,540
+5,040
4
$33.7M 1.45%
195,820
+5,560
5
$32.8M 1.42%
94,348
+161
6
$31.7M 1.37%
192,274
+2,388
7
$31.3M 1.35%
211,459
+59
8
$30.8M 1.33%
1,540,880
+41,840
9
$28.6M 1.24%
132,553
+89,951
10
$27.4M 1.18%
73,394
+12,041
11
$25.1M 1.08%
405,540
+7,800
12
$24.8M 1.07%
392,477
+8,845
13
$24.4M 1.05%
168,887
+4,148
14
$24.2M 1.05%
172,905
+1,829
15
$24.2M 1.05%
155,687
-2,665
16
$24.1M 1.04%
75,681
+1,022
17
$23.7M 1.02%
496,480
+8,210
18
$22.6M 0.98%
576,541
+23,857
19
$22.4M 0.97%
55,844
+1,259
20
$22.1M 0.95%
43,259
-752
21
$21.7M 0.94%
679,251
-123,509
22
$21.6M 0.93%
285,540
+1,870
23
$21.2M 0.91%
24,178
-5,085
24
$20.7M 0.89%
362,201
+105,272
25
$20.5M 0.88%
70,194
+3,943
1
2 3 4 5