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
26
$19.5M 0.97%
83,118
+721
27
$19.5M 0.97%
55,478
+103
28
$19M 0.94%
580,992
+163,040
29
$18.3M 0.91%
48,455
+45
30
$18.1M 0.9%
36,151
-655
31
$17.7M 0.88%
32,104
+85
32
$16.9M 0.84%
62,106
+525
33
$16.8M 0.83%
156,950
+571
34
$16.4M 0.81%
116,067
+1,420
35
$16M 0.79%
75,214
-1,425
36
$15.9M 0.79%
319,850
+44,445
37
$15.6M 0.78%
71,447
-21,131
38
$15.4M 0.77%
43,076
+1,293
39
$15.2M 0.75%
63,336
+32,535
40
$15.1M 0.75%
193,945
-1,153
41
$14.7M 0.73%
55,055
+462
42
$14.4M 0.71%
86,734
+1,963
43
$14.3M 0.71%
54,701
-26,441
44
$13.7M 0.68%
560,960
-5,010
45
$13.4M 0.67%
47,406
+443
46
$13.4M 0.67%
96,489
-1,158
47
$13.3M 0.66%
252,920
+6,742
48
$13M 0.64%
221,993
-5,330
49
$12.8M 0.64%
104,593
+50,171
50
$12.8M 0.64%
218,486
+6,751
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