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
201
$1.42M 0.07%
16,200
+300
202
$1.34M 0.07%
23,771
+2,900
203
$1.33M 0.07%
3,725
204
$1.32M 0.07%
16,510
-50
205
$1.3M 0.06%
32,676
-200
206
$1.28M 0.06%
62,628
+3,700
207
$1.28M 0.06%
6,180
+200
208
$1.27M 0.06%
17,120
-200
209
$1.23M 0.06%
5,785
-355
210
$1.21M 0.06%
30,216
+2,430
211
$1.16M 0.06%
5,975
+225
212
$1.06M 0.05%
11,723
-800
213
$1.04M 0.05%
2,235
214
$1.02M 0.05%
9,250
+200
215
$1.01M 0.05%
7,907
-216
216
$1.01M 0.05%
2,836
217
$998K 0.05%
15,641
-3,747
218
$987K 0.05%
1,973
219
$981K 0.05%
15,166
-250
220
$949K 0.05%
6,610
+105
221
$911K 0.05%
+48,597
222
$907K 0.05%
12,057
-15
223
$870K 0.04%
+33,000
224
$743K 0.04%
24,684
-2,593
225
$726K 0.04%
+6,171
7 8
9
10 11