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) 997

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

Sector Weighting

Basic Materials 3.39%
Capital Goods 5.05%
Conglomerates
Consumer Cyclical 2.8%
Consumer/Non-Cyclical 9.32%
Energy 5.17%
Financial 16.02%
Healthcare 19.06%
Services 17.92%
Technology 15.22%
Transportation 2.29%
Utilities 3.11%

98 DECREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MERCK & CO INC NEW COM 13,858 -138 (0.99) 239,422
VERIZON COMMUNICATIONS INC COM 13,149 -2,643 (16.74) 267,971
WALGREENS BOOTS ALLIANCE INC COM 10,317 -156 (1.49) 124,269
3M CO COM 10,192 -48 (0.47) 60,973
INTEL CORP COM 9,766 -111 (1.13) 286,225
BRISTOL MYERS SQUIBB CO COM 9,506 -312 (3.18) 144,757
PROCTER & GAMBLE CO COM 9,358 -82 (0.87) 110,940
COLGATE PALMOLIVE CO COM 7,787 -10 (0.13) 110,179
AUTOMATIC DATA PROCESSING INC COM 7,615 -87 (1.12) 87,955
MCDONALDS CORP COM 6,886 -2,254 (24.66) 68,689
DU PONT E I DE NEMOURS & CO COM 6,565 -52 (0.78) 84,031
HORMEL FOODS CORP COM 5,884 -26 (0.45) 101,540
BLACKROCK INC COM 5,794 -2,440 (29.63) 15,696
MONDELEZ INTL INC CL A 5,577 -108 (1.9) 153,045
O REILLY AUTOMOTIVE INC NEW COM 5,238 -1,110 (17.48) 25,205
COOPER COS INC COM NEW 4,925 -1,744 (26.15) 29,985
SCHLUMBERGER LTD COM 4,653 -2,771 (37.32) 54,649
ORACLE CORP COM 4,522 -45 (0.99) 103,694
EURONET WORLDWIDE INC COM 4,516 -409 (8.31) 80,925
COCA COLA CO COM 4,509 -79 (1.72) 106,100


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