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
101
$6.99M 0.35%
46,980
-1,087
102
$6.95M 0.35%
59,984
-1,663
103
$6.83M 0.34%
50,041
+359
104
$6.74M 0.33%
83,998
-694
105
$6.73M 0.33%
43,715
+37,859
106
$6.67M 0.33%
+260,725
107
$6.54M 0.32%
33,625
108
$6.54M 0.32%
47,769
+1,325
109
$6.53M 0.32%
372,306
+178,055
110
$6.43M 0.32%
54,996
-314
111
$6.37M 0.32%
+24,171
112
$6.25M 0.31%
65,355
-451
113
$6.21M 0.31%
35,467
+221
114
$5.92M 0.29%
464,080
+91,340
115
$5.91M 0.29%
+209,700
116
$5.8M 0.29%
23,744
-360
117
$5.79M 0.29%
+220,375
118
$5.63M 0.28%
31,907
-1,270
119
$5.48M 0.27%
+202,100
120
$5.05M 0.25%
42,042
+1,185
121
$5.02M 0.25%
70,252
-2,389
122
$4.99M 0.25%
68,431
+10,958
123
$4.97M 0.25%
58,170
-1,515
124
$4.92M 0.24%
68,252
+3,287
125
$4.89M 0.24%
57,240
-2,443
3 4
5
6 7