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
276
$240K 0.01%
+4,300
277
$238K 0.01%
+3,655
278
$238K 0.01%
2,193
279
$235K 0.01%
+1,843
280
$229K 0.01%
2,750
281
$228K 0.01%
930
282
$223K 0.01%
1,250
283
$223K 0.01%
+1,025
284
$221K 0.01%
+4,000
285
$221K 0.01%
916
-75
286
$221K 0.01%
+9,600
287
$214K 0.01%
+5,175
288
$211K 0.01%
+3,021
289
$211K 0.01%
+1,550
290
$210K 0.01%
+5,540
291
$204K 0.01%
+760
292
$24K ﹤0.01%
33,500
+18,500
293
– –
-8,971
294
– –
-20,862
295
– –
-7,870
296
– –
-10,410
297
– –
-70,915
298
– –
-5,003
299
– –
-56,056
8 9 10 11
12