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) 1,005

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

Sector Weighting

Basic Materials 3.28%
Capital Goods 4.98%
Conglomerates
Consumer Cyclical 2.78%
Consumer/Non-Cyclical 9.42%
Energy 5.26%
Financial 16.39%
Healthcare 19.14%
Services 17.78%
Technology 14.98%
Transportation 2.16%
Utilities 3.1%

175 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
JOHNSON & JOHNSON COM 22,765 356 1.59 228,125
PEPSICO INC COM 22,731 463 2.08 235,678
APPLE INC COM 21,158 1,840 9.53 167,698
EXXON MOBIL CORP COM 20,563 74 .36 234,389
INTERNATIONAL BUSINESS MACHS COM 20,411 514 2.58 125,121
BOEING CO COM 15,849 482 3.14 104,290
PFIZER INC COM 15,837 494 3.22 450,033
GENERAL ELECTRIC CO COM 15,835 426 2.76 580,477
WAL-MART STORES INC COM 14,723 180 1.24 185,800
HOME DEPOT INC COM 14,234 400 2.89 125,553
UNITEDHEALTH GROUP INC COM 13,968 6,210 80.05 114,865
MICROSOFT CORP COM 11,858 382 3.33 281,254
AVAGO TECHNOLOGIES LTD SHS 11,188 253 2.32 89,265
ABBOTT LABS COM 10,857 268 2.53 233,394
CVS HEALTH CORP COM 10,542 320 3.13 104,197
DISNEY WALT CO COM DISNEY 10,303 562 5.77 95,314
RESMED INC COM 10,229 7 .07 141,575
WELLS FARGO & CO NEW COM 10,018 358 3.71 182,785
MCKESSON CORP COM 9,560 208 2.23 42,196
UNION PAC CORP COM 9,254 150 1.65 85,413