AZIMUTH CAPITAL MANAGEMENT LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 302
New Positions 11
Increased Positions 183
Decreased Positions 83
Positions with Activity 266
Sold Out Positions 7
Total Mkt Value (in $ millions) 1,029

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

Sector Weighting

Basic Materials 2.99%
Capital Goods 4.96%
Conglomerates
Consumer Cyclical 2.89%
Consumer/Non-Cyclical 9.88%
Energy 5.06%
Financial 16.12%
Healthcare 18.77%
Services 18.08%
Technology 15.85%
Transportation 2.01%
Utilities 2.62%

83 DECREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
JOHNSON & JOHNSON COM 18,829 -3,634 (16.18) 191,218
HOME DEPOT INC COM 14,034 -37 (0.26) 125,221
DISNEY WALT CO COM DISNEY 10,957 -16 (0.15) 95,174
MICROSOFT CORP COM 10,937 -1,563 (12.5) 246,089
WALGREENS BOOTS ALLIANCE INC COM 10,599 -60 (0.56) 123,569
BRISTOL MYERS SQUIBB CO COM 9,738 -58 (0.59) 143,907
AVAGO TECHNOLOGIES LTD SHS 9,157 -2,938 (24.29) 67,580
RESMED INC COM 7,354 -476 (6.08) 132,975
LILLY ELI & CO COM 7,015 -2,134 (23.33) 82,674
GILEAD SCIENCES INC COM 6,572 -1,973 (23.09) 56,651
MONDELEZ INTL INC CL A 6,237 -131 (2.06) 149,895
HORMEL FOODS CORP COM 5,780 -5 (0.09) 101,445
DUKE ENERGY CORP NEW COM NEW 5,595 -2,209 (28.31) 78,708
F5 NETWORKS INC COM 5,205 -1,691 (24.52) 43,285
REPUBLIC SVCS INC COM 5,132 -108 (2.06) 130,143
ORACLE CORP COM 4,162 -11 (0.26) 103,424
ISHARES TR MSCI EAFE ETF 3,835 -134 (3.38) 60,015
BP PLC SPONSORED ADR 3,655 -461 (11.2) 93,082
NEXTERA ENERGY INC COM 2,837 -5 (0.17) 28,827
WEC ENERGY GROUP INC COM 2,635 -11 (0.43) 57,360