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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
ZSZscaler Inc
Recent Activity
Exited
0%
$211,409
1,100 shares@ $192.19 avg price
GDXVaneck Vectors Gold Miners Etf
Recent Activity
Exited
0%
$209,518
6,175 shares@ $33.94 avg price
JNKSpdr Barclays Capital Hy
Recent Activity
Exited
0%
$209,091
2,218 shares@ $94.28 avg price
VSGXVanguard Esg Internat'l Stock
Recent Activity
Exited
0%
$202,736
3,540 shares@ $57.28 avg price