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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
BLKBlackrock, Inc
Recent Activity
Exited
0%
$25.787M
32,753 shares@ $787.33 avg price
GPNGlobal Pmts Inc
Recent Activity
Exited
0%
$6.833M
70,667 shares@ $96.71 avg price
LULULululemon Athletica Inc
Recent Activity
Exited
0%
$6.197M
20,746 shares@ $298.7 avg price
TUTelus Corp
Recent Activity
Exited
0%
$2.817M
186,034 shares@ $15.15 avg price
MSMMsc Industrial Direct Co-a
Recent Activity
Exited
0%
$2.557M
32,240 shares@ $79.31 avg price
VTVVanguard Value Etf
Recent Activity
Exited
0%
$677,411
4,223 shares@ $160.41 avg price
VWOVanguard Emerg Mkt
Recent Activity
Exited
0%
$291,704
6,666 shares@ $43.76 avg price
LWLamb Weston Holdings
Recent Activity
Exited
0%
$284,443
3,383 shares@ $84.09 avg price
VBVanguard Small Cap Etf
Recent Activity
Exited
0%
$240,874
1,105 shares@ $217.99 avg price
VCSHVanguard Short-term Corp Bond
Recent Activity
Exited
0%
$212,506
2,750 shares@ $77.28 avg price