AZIMUTH CAPITAL MANAGEMENT LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 299
New Positions 18
Increased Positions 152
Decreased Positions 105
Positions with Activity 257
Sold Out Positions 14
Total Mkt Value (in $ millions) 954

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

Sector Weighting

Basic Materials 4.21%
Capital Goods 4.97%
Conglomerates
Consumer Cyclical 2.52%
Consumer/Non-Cyclical 9.45%
Energy 6.48%
Financial 15.38%
Healthcare 18.25%
Services 18.43%
Technology 14.41%
Transportation 1.69%
Utilities 3.51%

152 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
JOHNSON & JOHNSON COM 22,950 1,897 9.01 224,561
PEPSICO INC COM 22,748 5,271 30.16 230,873
WAL-MART STORES INC COM 16,244 30 .19 183,530
VERIZON COMMUNICATIONS INC COM 15,174 660 4.55 321,834
PFIZER INC COM 14,148 37 .26 435,981
GENERAL ELECTRIC CO COM 13,828 173 1.27 564,872
BOEING CO COM 13,613 136 1.01 101,120
HOME DEPOT INC COM 12,857 5,213 68.19 122,022
MICROSOFT CORP COM 12,842 1,407 12.31 272,196
ABBOTT LABS COM 9,984 5,048 102.28 227,643
WALGREENS BOOTS ALLIANCE INC COM 9,536 1,095 12.97 126,154
DUKE ENERGY CORP NEW COM NEW 9,422 179 1.94 106,194
WELLS FARGO & CO NEW COM 9,387 190 2.07 176,245
MCKESSON CORP COM 8,985 68 .77 41,276
DISNEY WALT CO COM DISNEY 8,536 201 2.42 90,119
MCDONALDS CORP COM 8,166 424 5.48 91,175
BLACKROCK INC COM 7,921 124 1.59 22,306
AT&T INC COM 7,777 313 4.19 233,043
LILLY ELI & CO COM 7,593 22 .29 105,266
COLGATE PALMOLIVE CO COM 7,407 90 1.23 110,319