AZIMUTH CAPITAL MANAGEMENT LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 286
New Positions 13
Increased Positions 171
Decreased Positions 77
Positions with Activity 248
Sold Out Positions 7
Total Mkt Value (in $ millions) 869

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

Sector Weighting

Basic Materials 4.69%
Capital Goods 5.49%
Conglomerates
Consumer Cyclical 2.01%
Consumer/Non-Cyclical 9.37%
Energy 7.43%
Financial 14.74%
Healthcare 18.18%
Services 16.81%
Technology 15.26%
Transportation 1.79%
Utilities 3.48%

286 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AVAGO TECHNOLOGIES LTD SHS 8,272 -26 (0.31) 106,070
BRISTOL MYERS SQUIBB CO COM 7,933 -14 (0.17) 156,912
MCDONALDS CORP COM 7,917 192 2.48 86,440
MCKESSON CORP COM 7,909 195 2.53 40,962
COMCAST CORP NEW CL A 7,855 44 .56 153,125
GILEAD SCIENCES INC COM 7,853 -922 (10.5) 76,834
AT&T INC COM 7,667 657 9.37 223,664
UNITED TECHNOLOGIES CORP COM 7,537 2,182 40.74 74,268
DISNEY WALT CO COM DISNEY 7,525 -185 (2.4) 87,993
GENERAL DYNAMICS CORP COM 7,250 -11 (0.15) 59,773
STRYKER CORP COM 7,181 430 6.38 88,649
JPMORGAN CHASE & CO COM 7,056 -3,806 (35.04) 124,604
COLGATE PALMOLIVE CO COM 7,033 45 .64 108,978
BLACKROCK INC COM 6,875 213 3.20 21,956
WALGREEN CO COM 6,722 -310 (4.4) 111,669
RESMED INC COM 6,668 -103 (1.53) 141,750
HOME DEPOT INC COM 6,664 112 1.72 72,551
AUTOMATIC DATA PROCESSING INC COM 6,625 -224 (3.27) 90,323
LILLY ELI & CO COM 6,623 154 2.38 104,966
COCA COLA CO COM 6,516 -278 (4.09) 150,529