AZIMUTH CAPITAL MANAGEMENT LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 300
New Positions 11
Increased Positions 182
Decreased Positions 82
Positions with Activity 264
Sold Out Positions 7
Total Mkt Value (in $ millions) 1,052

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

Sector Weighting

Basic Materials 3.06%
Capital Goods 5%
Conglomerates
Consumer Cyclical 2.84%
Consumer/Non-Cyclical 9.86%
Energy 5.34%
Financial 15.93%
Healthcare 18.51%
Services 17.82%
Technology 16.06%
Transportation 2.09%
Utilities 2.76%

300 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DEERE & CO COM 624 31 5.25 7,017
GENERAL MLS INC COM 605 -17 (2.75) 10,617
COMCAST CORP NEW CL A SPL 597 -11 (1.88) 10,445
BB&T CORP COM 596 162 37.41 15,060
DTE ENERGY CO COM 586 19 3.29 7,351
PHILLIPS 66 COM 573 -26 (4.39) 7,118
NUVASIVE INC COM 570 -2 (0.42) 11,800
BCE INC COM NEW 561 44 8.48 12,800
YUM BRANDS INC COM 556 6 1.04 5,858
NUVEEN QUALITY PFD INCOME FD 2 COM 550 -9 (1.59) 61,900
POWERSHARES QQQ TRUST UNIT SER 1 550 New 5,000
CINCINNATI FINL CORP COM 524 New 10,211
SMUCKER J M CO COM NEW 522 60 12.98 4,351
PRAXAIR INC COM 513 -2 (0.47) 4,225
ISHARES MSCI STH AFR ETF 506 12 2.33 7,255
PROSHARES TR PSHS SHRT S&P500 499 New 24,000
ARCHER DANIELS MIDLAND CO COM 479 10 2.24 9,139
TIME WARNER INC COM NEW 471 New 5,503
CULLEN FROST BANKERS INC COM 449 New 6,000
CAMPBELL SOUP CO COM 448 -23 (4.95) 9,600