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
126
$4.84M 0.24%
139,736
+4,730
127
$4.81M 0.24%
93,063
+2,700
128
$4.8M 0.24%
77,903
+585
129
$4.78M 0.24%
+179,875
130
$4.74M 0.24%
62,309
+3,130
131
$4.54M 0.23%
21,353
+220
132
$4.51M 0.22%
108,350
+1,715
133
$4.51M 0.22%
65,995
+485
134
$4.49M 0.22%
48,787
-1,110
135
$4.47M 0.22%
19,274
-448
136
$4.45M 0.22%
94,409
+3,543
137
$4.41M 0.22%
+161,200
138
$4.3M 0.21%
73,800
+32,155
139
$4.03M 0.2%
43,970
-2,025
140
$3.92M 0.19%
11,415
-5
141
$3.9M 0.19%
69,196
+2,065
142
$3.86M 0.19%
29,046
+315
143
$3.84M 0.19%
14,063
+200
144
$3.77M 0.19%
190,540
-108,221
145
$3.77M 0.19%
61,055
+2,410
146
$3.75M 0.19%
55,440
+2,465
147
$3.7M 0.18%
57,288
+4,136
148
$3.69M 0.18%
68,486
-395
149
$3.67M 0.18%
191,810
+12,890
150
$3.61M 0.18%
108,957
+3,526
4 5
6
7 8