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) 952

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

Sector Weighting

Basic Materials 4.25%
Capital Goods 4.89%
Conglomerates
Consumer Cyclical 2.5%
Consumer/Non-Cyclical 9.38%
Energy 6.76%
Financial 15.7%
Healthcare 18.13%
Services 18.19%
Technology 14.49%
Transportation 1.68%
Utilities 3.36%

299 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NUVEEN QUALITY PFD INCOME FD 2 COM 569 9 1.62 62,900
GENERAL MLS INC COM 561 -22 (3.7) 10,417
TEXAS INSTRS INC COM 539 -2 (0.4) 9,930
CINCINNATI FINL CORP COM 527 New 10,211
POWERSHARES QQQ TRUST UNIT SER 1 522 -415 (44.29) 5,000
ARCHER DANIELS MIDLAND CO COM 514 New 9,842
KEYCORP NEW COM 495 New 35,900
BAKER HUGHES INC COM 495 -31 (5.87) 8,663
MOTOROLA SOLUTIONS INC COM NEW 482 New 7,356
CEPHEID COM 472 New 8,700
TIME WARNER INC COM NEW 467 New 5,503
COSTCO WHSL CORP NEW COM 461 12 2.69 3,250
ISHARES MSCI STH AFR ETF 460 460 New 7,110
LINCOLN NATL CORP IND COM 453 -18 (3.72) 7,760
OCCIDENTAL PETE CORP DEL COM 427 53 14.28 5,235
CULLEN FROST BANKERS INC COM 420 -1 (0.33) 6,000
YUM BRANDS INC COM 413 -32 (7.2) 5,798
SELECT SECTOR SPDR TR SBI HEALTHCARE 411 8 2.01 5,835
BCE INC COM NEW 403 New 8,800
PG&E CORP COM 395 New 7,440


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