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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
HEIHeico Corp
| 1.02% | $26.172M 100,092 shares@ $261.48 avg price | Increased 1.54% |
BKBank Of Ny Mellon
| 0.9% | $23.086M 321,264 shares@ $71.86 avg price | Increased 0.9% |
ICEIntercontinentalexchange
| 0.82% | $21.051M 131,047 shares@ $160.64 avg price | Increased 90.11% |
ROSTRoss Stores
| 0.81% | $20.815M 138,294 shares@ $150.52 avg price | Increased 1.14% |
ABBVAbbvie Inc
| 0.78% | $20.019M 101,371 shares@ $197.49 avg price | Increased 1.31% |
TRNOTerreno Realty Corp
| 0.77% | $19.593M 293,174 shares@ $66.83 avg price | Increased 78.23% |
XYLXylem Inc
| 0.75% | $19.264M 142,665 shares@ $135.04 avg price | Increased 2.35% |
TSMTaiwan Semiconductor
| 0.66% | $16.971M 97,718 shares@ $173.67 avg price | Increased 1.24% |
WDAYWorkday Inc Cl A
| 0.64% | $16.359M 66,934 shares@ $244.42 avg price | Increased 58.91% |
STZConstellation Brands Inc Cl A
| 0.64% | $16.247M 63,048 shares@ $257.69 avg price | Increased 0.59% |