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
251
$402K 0.02%
1,075
-40
252
$389K 0.02%
+10,500
253
$388K 0.02%
2,266
-350
254
$374K 0.02%
+7,365
255
$365K 0.02%
9,672
-174
256
$361K 0.02%
1,368
+118
257
$359K 0.02%
+8,325
258
$351K 0.02%
4,025
+200
259
$349K 0.02%
6,732
260
$344K 0.02%
3,574
-39
261
$329K 0.02%
4,871
-49
262
$324K 0.02%
5,538
+639
263
$323K 0.02%
3,970
-600
264
$323K 0.02%
+3,050
265
$320K 0.02%
25,353
266
$319K 0.02%
1,618
-22
267
$314K 0.02%
3,590
-25
268
$311K 0.02%
1,400
269
$307K 0.02%
9,129
-3,300
270
$295K 0.01%
1,243
+43
271
$293K 0.01%
1,823
272
$269K 0.01%
748
-376
273
$250K 0.01%
9,189
-1,090
274
$242K 0.01%
+3,911
275
$241K 0.01%
+4,550
8 9 10
11
12