AZIMUTH CAPITAL MANAGEMENT LLC Information

200 EAST LONG LAKE ROAD, BLOOMFIELD HILLS, Michigan, 48304, (248) 433-4000

Report Date: 06/30/2014

Position Statistics

Total Positions 285
New Positions 13
Increased Positions 171
Decreased Positions 76
Positions with Activity 247
Sold Out Positions 7
Total Mkt Value (in $ millions) 909

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 4.56%
Capital Goods 5.52%
Conglomerates
Consumer Cyclical 1.95%
Consumer/Non-Cyclical 9%
Energy 8.08%
Financial 14.86%
Healthcare 18.16%
Services 16.54%
Technology 15.68%
Transportation 1.74%
Utilities 3.23%

285 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
INTERNATIONAL BUSINESS MACHS COM 23,741 280 1.19 123,456
EXXON MOBIL CORP COM 23,441 4,794 25.71 235,684
JOHNSON & JOHNSON COM 21,369 269 1.28 206,002
PEPSICO INC COM 16,405 -54 (0.33) 177,374
APPLE INC COM 16,030 3,087 23.86 156,387
VERIZON COMMUNICATIONS INC COM 15,336 687 4.69 307,829
MERCK & CO INC NEW COM 14,695 -2,297 (13.52) 244,464
GENERAL ELECTRIC CO COM 14,492 156 1.09 557,803
WAL-MART STORES INC COM 13,831 119 .87 183,190
INTEL CORP COM 12,855 62 .48 368,125
PFIZER INC COM 12,780 815 6.81 434,841
BOEING CO COM 12,694 96 .76 100,108
PROCTER & GAMBLE CO COM 11,483 15 .13 138,168
MICROSOFT CORP COM 11,011 388 3.65 242,370
SCHLUMBERGER LTD COM 10,527 262 2.55 96,017
CVS CAREMARK CORPORATION COM 9,207 77 .84 115,885
UNION PAC CORP COM 9,073 689 8.22 86,189
3M CO COM 9,058 -442 (4.65) 62,902
WELLS FARGO & CO NEW COM 8,883 5,191 140.59 172,678
AVAGO TECHNOLOGIES LTD SHS 8,707 -27 (0.31) 106,070