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Daniel McEnroe

@Azimuth Capital Investment Management Llc

Latest period2024 - Q3ReportedManaged Assets$2.576BTotal holdings303
Assets growth rate4.73%Assets growth rate (2-Q avg)3.13%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Azimuth Capital Investment Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 303 positions.

Assets under management

The assets under management (AUM) of Azimuth Capital Investment Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.576B in assets, with a quarterly growth rate of 4.73% and a 2-quarter average growth rate of 3.13%. The portfolio is managed by Daniel McEnroe, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corp
Recent Activity
Decreased -6.21%
3.57%
$91.817M
756,070 shares@ $121.45 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -19.09%
1.57%
$40.312M
354,985 shares@ $113.57 avg price
METAMeta Platforms
Recent Activity
Decreased -1.03%
1.51%
$38.689M
67,586 shares@ $572.45 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -4.18%
1.46%
$37.422M
42,240 shares@ $885.95 avg price
SYKStryker Corp
Recent Activity
Decreased -0.84%
1.33%
$34.13M
94,475 shares@ $361.26 avg price
GDGeneral Dynamics
Recent Activity
Decreased -0.09%
1.29%
$33.088M
109,491 shares@ $302.2 avg price
PEPPepsico Inc
Recent Activity
Decreased -1.41%
1.21%
$31.106M
182,922 shares@ $170.05 avg price
NOWServicenow, Inc
Recent Activity
Decreased -2.44%
1.2%
$30.819M
34,458 shares@ $894.4 avg price
AXONAxon Enterprise Inc
Recent Activity
Decreased -10.93%
1.13%
$28.861M
72,224 shares@ $399.6 avg price
VVisa Inc Cl A
Recent Activity
Decreased -24.18%
1%
$25.58M
93,036 shares@ $274.95 avg price