AZIMUTH CAPITAL MANAGEMENT LLC Information

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

Report Date: 09/30/2015

Position Statistics

Total Positions 297
New Positions 9
Increased Positions 102
Decreased Positions 150
Positions with Activity 252
Sold Out Positions 19
Total Mkt Value (in $ millions) 943

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

Sector Weighting

Basic Materials 2.25%
Capital Goods 4.69%
Conglomerates
Consumer Cyclical 2.67%
Consumer/Non-Cyclical 10.55%
Energy 3.98%
Financial 16.8%
Healthcare 16.09%
Services 19.72%
Technology 17.1%
Transportation 1.73%
Utilities 3.18%

102 INCREASED Positions as of 09/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PEPSICO INC COM 21,025 156 .75 216,043
APPLE INC COM 17,618 980 5.89 187,387
HOME DEPOT INC COM 14,474 96 .67 124,315
WELLS FARGO & CO NEW COM 13,532 2,423 21.81 282,738
MERCK & CO INC NEW COM 11,866 94 .80 240,303
BOEING CO COM 11,112 182 1.67 90,667
STRYKER CORP COM 10,761 2,307 27.29 111,046
FACEBOOK INC CL A 9,986 3,021 43.37 95,950
DISNEY WALT CO COM DISNEY 9,405 548 6.19 100,164
COMCAST CORP NEW CL A 9,227 74 .81 155,306
ALPHABET INC CAP STK CL A 8,925 5,510 161.32 12,682
VISA INC COM CL A 8,862 2,040 29.91 123,880
ROSS STORES INC COM 8,858 50 .57 166,135
BROADCOM LTD SHS 8,784 241 2.82 68,433
CISCO SYS INC COM 8,773 2,200 33.47 383,278
SPDR SERIES TRUST S&P DIVID ETF 8,452 8,452 New 116,655
JPMORGAN CHASE & CO COM 8,401 395 4.94 145,466
HORMEL FOODS CORP COM 8,077 126 1.59 102,313
RESMED INC COM 7,773 52 .67 135,375
COLGATE PALMOLIVE CO COM 7,365 57 .78 111,264