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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
AAPLApple Computer Inc
Recent Activity
Increased 19.27%
4.17%
$107.369M
460,809 shares@ $233.01 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.73%
3.62%
$93.039M
216,220 shares@ $430.3 avg price
GOOGLAlphabet Inc Cl A
Recent Activity
Increased 2.16%
1.94%
$49.741M
299,913 shares@ $165.85 avg price
AVGOBroadcom Inc
Recent Activity
Increased 903.47%
1.73%
$44.356M
257,139 shares@ $172.5 avg price
AMZNAmazon.com Inc
Recent Activity
Increased 0.45%
1.61%
$41.259M
221,428 shares@ $186.33 avg price
MPWRMonolithic Power Sys Inc
Recent Activity
Increased 0.7%
1.47%
$37.643M
40,717 shares@ $924.5 avg price
APHAmphenol Corp Cl A
Recent Activity
Increased 0.27%
1.4%
$35.924M
551,327 shares@ $65.16 avg price
UNHUnited Health Group
Recent Activity
Increased 51.69%
1.21%
$31.166M
53,305 shares@ $584.68 avg price
COSTCostco Wholesale
Recent Activity
Increased 2.31%
1.15%
$29.516M
33,294 shares@ $886.53 avg price
FIFiserv Inc
Recent Activity
Increased 45.54%
1.14%
$29.342M
163,327 shares@ $179.66 avg price