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
51
$12.8M 0.64%
17,944
+235
52
$12.7M 0.63%
61,049
+545
53
$12.7M 0.63%
244,833
+148,691
54
$12.6M 0.63%
174,413
+83,885
55
$12.5M 0.62%
134,436
+165
56
$12.4M 0.62%
50,688
+776
57
$12.2M 0.61%
51,760
+822
58
$12.2M 0.61%
113,954
+1,400
59
$12.1M 0.6%
125,737
+1,235
60
$11.9M 0.59%
55,635
+329
61
$11.8M 0.58%
63,320
+1,525
62
$11.7M 0.58%
69,526
+377
63
$11.7M 0.58%
97,248
+850
64
$11.6M 0.57%
23,701
-3,298
65
$11.3M 0.56%
275,162
-1,940
66
$11.3M 0.56%
165,334
+915
67
$10.7M 0.53%
133,033
+1,870
68
$10.6M 0.52%
190,410
+3,173
69
$10.4M 0.52%
+384,200
70
$10.4M 0.52%
231,933
-101,578
71
$10M 0.5%
298,225
+862
72
$9.94M 0.49%
46,302
-320
73
$9.73M 0.48%
134,650
+485
74
$9.69M 0.48%
66,888
-2,272
75
$9.43M 0.47%
151,972
-3,605
1 2
3
4 5