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
1
$62.9M 3.12%
473,924
-2,318
2
$47.5M 2.36%
213,516
-1,766
3
$35.7M 1.77%
240,654
-7,663
4
$29.9M 1.48%
190,111
-118
5
$29.3M 1.45%
267,718
-2,787
6
$27.6M 1.37%
315,360
+3,580
7
$25.6M 1.27%
157,200
+4,560
8
$25.2M 1.25%
1,931,080
-460,720
9
$25M 1.24%
91,683
+1,166
10
$24.3M 1.21%
66,323
-10,375
11
$24M 1.19%
168,030
+27,446
12
$23.4M 1.16%
87,937
+453
13
$22.2M 1.1%
246,163
-33,430
14
$22.1M 1.1%
244,204
+176,435
15
$21.8M 1.08%
497,020
+3,440
16
$21.7M 1.08%
736,808
+12,603
17
$21.3M 1.06%
29,581
+266
18
$21.3M 1.06%
359,538
+47,844
19
$20.7M 1.03%
172,188
+1,729
20
$20.7M 1.03%
114,205
-1,069
21
$20.4M 1.01%
160,825
+597
22
$20.3M 1.01%
94,232
-732
23
$20M 0.99%
544,239
-22,526
24
$19.9M 0.99%
414,357
-10,740
25
$19.7M 0.98%
166,392
-475
1
2 3 4 5