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
76
$9.4M 0.47%
32,042
+162
77
$9.33M 0.46%
85,545
-26,960
78
$9.12M 0.45%
99,953
-77,877
79
$9.06M 0.45%
51,411
-959
80
$9.02M 0.45%
53,089
-21,535
81
$8.8M 0.44%
20,156
-415
82
$8.54M 0.42%
281,659
-611
83
$8.51M 0.42%
38,235
-17,353
84
$8.39M 0.42%
36,072
-3,781
85
$8.36M 0.42%
57,218
+440
86
$8.35M 0.41%
384,556
+4,812
87
$8.26M 0.41%
61,276
-2,745
88
$8.18M 0.41%
205,093
+3,120
89
$8.14M 0.4%
25,119
-74
90
$7.83M 0.39%
38,465
-13,385
91
$7.7M 0.38%
30,700
-555
92
$7.7M 0.38%
70,070
+1,680
93
$7.54M 0.37%
+90,529
94
$7.47M 0.37%
33,302
+16
95
$7.43M 0.37%
57,706
-1,260
96
$7.13M 0.35%
52,708
-4,775
97
$7.11M 0.35%
325,700
-19,360
98
$7.07M 0.35%
83,684
+853
99
$7.04M 0.35%
25,798
-290
100
$7.02M 0.35%
128,049
+1,331
2 3
4
5 6