AZIMUTH CAPITAL MANAGEMENT LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 304
New Positions 19
Increased Positions 175
Decreased Positions 98
Positions with Activity 273
Sold Out Positions 15
Total Mkt Value (in $ millions) 1,000

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

Sector Weighting

Basic Materials 3.36%
Capital Goods 5.05%
Conglomerates
Consumer Cyclical 2.81%
Consumer/Non-Cyclical 9.31%
Energy 5.13%
Financial 16.04%
Healthcare 19.08%
Services 17.93%
Technology 15.21%
Transportation 2.31%
Utilities 3.12%

273 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
JOHNSON & JOHNSON COM 23,387 365 1.59 228,125
PEPSICO INC COM 22,915 467 2.08 235,678
APPLE INC COM 21,199 1,844 9.53 167,698
EXXON MOBIL CORP COM 20,331 73 .36 234,389
INTERNATIONAL BUSINESS MACHS COM 20,167 508 2.58 125,121
BOEING CO COM 16,110 490 3.14 104,290
WAL-MART STORES INC COM 15,527 190 1.24 185,800
PFIZER INC COM 15,513 484 3.22 450,033
GENERAL ELECTRIC CO COM 14,988 403 2.76 580,477
HOME DEPOT INC COM 14,553 409 2.89 125,553
MERCK & CO INC NEW COM 13,882 -138 (0.99) 239,422
UNITEDHEALTH GROUP INC COM 13,185 5,862 80.05 114,865
VERIZON COMMUNICATIONS INC COM 13,109 -2,635 (16.74) 267,971
MICROSOFT CORP COM 12,125 390 3.33 281,254
AVAGO TECHNOLOGIES LTD SHS 11,655 264 2.32 89,265
ABBOTT LABS COM 11,072 273 2.53 233,394
CVS HEALTH CORP COM 10,770 327 3.13 104,197
WALGREENS BOOTS ALLIANCE INC COM 10,339 -157 (1.49) 124,269
3M CO COM 10,217 -48 (0.47) 60,973
UNION PAC CORP COM 10,107 164 1.65 85,413