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
176
$2.42M 0.12%
42,774
+5,515
177
$2.33M 0.12%
12,821
-100
178
$2.33M 0.12%
38,989
+7,865
179
$2.27M 0.11%
75,254
-80,501
180
$2.24M 0.11%
15,965
-225
181
$2.19M 0.11%
62,252
-1,270
182
$2.19M 0.11%
10,825
-10
183
$2.17M 0.11%
36,030
+835
184
$2.04M 0.1%
33,200
-630
185
$2.01M 0.1%
26,060
-8,100
186
$1.99M 0.1%
43,340
-150
187
$1.99M 0.1%
27,958
-7,390
188
$1.86M 0.09%
9,340
-650
189
$1.76M 0.09%
31,573
-1,390
190
$1.74M 0.09%
25,180
-610
191
$1.67M 0.08%
10,935
-704
192
$1.59M 0.08%
10,450
-100
193
$1.59M 0.08%
+60,650
194
$1.55M 0.08%
7,705
195
$1.52M 0.08%
6,624
+195
196
$1.49M 0.07%
5,542
-267
197
$1.49M 0.07%
10,294
198
$1.46M 0.07%
166,091
+250
199
$1.45M 0.07%
+14,965
200
$1.42M 0.07%
6,970
-650
6 7
8
9 10