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 298
New Positions 18
Increased Positions 151
Decreased Positions 105
Positions with Activity 256
Sold Out Positions 13
Total Mkt Value (in $ millions) 935

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 5.04%
Conglomerates
Consumer Cyclical 2.52%
Consumer/Non-Cyclical 9.4%
Energy 6.44%
Financial 15.35%
Healthcare 18.35%
Services 18.49%
Technology 14.26%
Transportation 1.7%
Utilities 3.52%

298 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GENERAL MLS INC COM 563 -22 (3.7) 10,417
PHILLIPS 66 COM 553 14 2.53 8,095
TEXAS INSTRS INC COM 536 -2 (0.4) 9,930
CINCINNATI FINL CORP COM 524 New 10,211
POWERSHARES QQQ TRUST UNIT SER 1 505 -401 (44.29) 5,000
BAKER HUGHES INC COM 493 -31 (5.87) 8,663
ISHARES MSCI STH AFR ETF 486 486 New 7,110
MOTOROLA SOLUTIONS INC COM NEW 470 New 7,356
ARCHER DANIELS MIDLAND CO COM 467 New 9,842
KEYCORP NEW COM 465 New 35,900
CEPHEID COM 454 New 8,700
COSTCO WHSL CORP NEW COM 454 12 2.69 3,250
PG&E CORP COM 441 New 7,440
TIME WARNER INC COM NEW 434 New 5,503
YUM BRANDS INC COM 423 -33 (7.2) 5,798
SELECT SECTOR SPDR TR SBI HEALTHCARE 407 8 2.01 5,835
BCE INC COM NEW 407 New 8,800
OCCIDENTAL PETE CORP DEL COM 400 50 14.28 5,235
LINCOLN NATL CORP IND COM 393 -15 (3.72) 7,760
PNM RES INC COM 376 New 12,330


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