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
$2.02B
AUM Growth
+$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$10.4M
3
+$7.8M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.68M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$7.54M

Top Sells

1
+$11M
2
+$7.1M
3
+$6.91M
4
NVDA icon
NVIDIA
NVDA
+$6.01M
5
V icon
Visa
V
+$4.62M

Sector Composition

1 Technology 23.29%
2 Healthcare 18.51%
3 Consumer Staples 9.98%
4 Financials 9.86%
5 Industrials 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$725K 0.04%
4,265
227
$723K 0.04%
+8,370
228
$714K 0.04%
1,903
229
$712K 0.04%
6,160
230
$697K 0.03%
6,942
-725
231
$684K 0.03%
2,633
232
$682K 0.03%
2,505
-100
233
$648K 0.03%
7,825
234
$604K 0.03%
4,055
235
$565K 0.03%
15,575
236
$522K 0.03%
4,005
-50
237
$517K 0.03%
3,497
238
$517K 0.03%
3,335
239
$488K 0.02%
2,775
+210
240
$488K 0.02%
4,165
+250
241
$475K 0.02%
10,200
-525
242
$470K 0.02%
14,687
243
$438K 0.02%
10,678
-200
244
$435K 0.02%
4,214
-125
245
$434K 0.02%
5,516
-833
246
$423K 0.02%
4,623
247
$417K 0.02%
6,435
248
$417K 0.02%
5,775
-100
249
$417K 0.02%
2,200
250
$412K 0.02%
7,006
8 9
10
11 12