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
151
$3.57M 0.18%
+59,096
152
$3.57M 0.18%
107,570
-10,828
153
$3.56M 0.18%
92,410
+48,005
154
$3.53M 0.18%
+130,450
155
$3.52M 0.17%
75,918
+5,595
156
$3.49M 0.17%
16,110
+3,610
157
$3.47M 0.17%
24,899
+1,975
158
$3.42M 0.17%
20,296
-890
159
$3.42M 0.17%
+17,525
160
$3.28M 0.16%
35,157
+860
161
$3.23M 0.16%
95,100
-3,200
162
$3.17M 0.16%
+51,465
163
$3.17M 0.16%
36,718
-1,325
164
$3.13M 0.16%
19,734
+840
165
$3.1M 0.15%
36,745
+9,260
166
$3.06M 0.15%
61,123
+2,899
167
$3.05M 0.15%
18,575
-125
168
$2.96M 0.15%
24,500
+3,875
169
$2.67M 0.13%
55,605
-200
170
$2.6M 0.13%
13,271
-302
171
$2.55M 0.13%
57,400
+1,600
172
$2.51M 0.12%
+28,411
173
$2.48M 0.12%
25,070
+140
174
$2.46M 0.12%
180,268
+7,272
175
$2.46M 0.12%
83,463
+5,535
5 6
7
8 9