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) 902

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

Sector Weighting

Basic Materials 4.51%
Capital Goods 5.58%
Conglomerates
Consumer Cyclical 1.96%
Consumer/Non-Cyclical 8.98%
Energy 7.8%
Financial 14.86%
Healthcare 18.29%
Services 16.59%
Technology 15.83%
Transportation 1.77%
Utilities 3.19%

247 Activity 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 23,615 278 1.19 123,456
EXXON MOBIL CORP COM 22,574 4,617 25.71 235,684
JOHNSON & JOHNSON COM 21,544 271 1.28 206,002
PEPSICO INC COM 16,118 -53 (0.33) 177,374
APPLE INC COM 15,898 3,062 23.86 156,387
VERIZON COMMUNICATIONS INC COM 14,899 668 4.69 307,829
MERCK & CO INC NEW COM 14,558 -2,276 (13.52) 244,464
GENERAL ELECTRIC CO COM 14,430 156 1.09 557,803
WAL-MART STORES INC COM 13,880 119 .87 183,190
PFIZER INC COM 12,797 816 6.81 434,841
INTEL CORP COM 12,744 61 .48 368,125
BOEING CO COM 12,709 96 .76 100,108
PROCTER & GAMBLE CO COM 11,504 15 .13 138,168
MICROSOFT CORP COM 11,317 399 3.65 242,370
SCHLUMBERGER LTD COM 9,815 244 2.55 96,017
CVS HEALTH CORP COM 9,337 78 .84 115,885
AVAGO TECHNOLOGIES LTD SHS 9,318 -29 (0.31) 106,070
UNION PAC CORP COM 9,223 700 8.22 86,189
3M CO COM 9,054 -442 (4.65) 62,902
WELLS FARGO & CO NEW COM 8,927 5,217 140.59 172,678