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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
RSGRepublic Services
Recent Activity
Decreased -0.33%
0.98%
$25.017M
124,560 shares@ $200.84 avg price
IBMIbm
Recent Activity
Decreased -2.04%
0.97%
$24.855M
112,428 shares@ $221.08 avg price
SHWSherwin Williams
Recent Activity
Decreased -0.43%
0.97%
$24.733M
64,801 shares@ $381.68 avg price
WMTWalmart Inc
Recent Activity
Decreased -4.64%
0.95%
$24.226M
300,010 shares@ $80.75 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -2.22%
0.94%
$23.958M
204,388 shares@ $117.22 avg price
JPMJp Morgan Chase & Co
Recent Activity
Decreased -2.52%
0.92%
$23.665M
112,233 shares@ $210.86 avg price
BAHBooz Allen Hamilton Cl A
Recent Activity
Decreased -25.7%
0.91%
$23.256M
142,885 shares@ $162.77 avg price
TYLTyler Technologies Inc
Recent Activity
Decreased -0.86%
0.85%
$21.658M
37,104 shares@ $583.73 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -15.44%
0.76%
$19.414M
39,519 shares@ $491.27 avg price
UNPUnion Pacific Corp
Recent Activity
Decreased -3.54%
0.73%
$18.569M
75,336 shares@ $246.48 avg price