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) 958

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

Sector Weighting

Basic Materials 4.27%
Capital Goods 4.97%
Conglomerates
Consumer Cyclical 2.52%
Consumer/Non-Cyclical 9.45%
Energy 6.7%
Financial 15.76%
Healthcare 17.63%
Services 18.34%
Technology 14.59%
Transportation 1.7%
Utilities 3.41%

299 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WALGREEN CO COM 9,672 1,111 12.97 126,154
DUKE ENERGY CORP NEW COM NEW 9,023 172 1.94 106,194
COMCAST CORP NEW CL A 8,865 -27 (0.31) 152,657
BRISTOL MYERS SQUIBB CO COM 8,843 -438 (4.72) 149,507
AVAGO TECHNOLOGIES LTD SHS 8,787 -1,896 (17.75) 87,245
MCKESSON CORP COM 8,659 66 .77 41,276
MCDONALDS CORP COM 8,555 444 5.48 91,175
DISNEY WALT CO COM DISNEY 8,509 201 2.42 90,119
GENERAL DYNAMICS CORP COM 8,431 -29 (0.34) 59,568
RESMED INC COM 8,119 -16 (0.19) 141,475
BLACKROCK INC COM 8,112 127 1.59 22,306
STRYKER CORP COM 8,044 -467 (5.48) 83,788
AT&T INC COM 7,914 319 4.19 233,043
JPMORGAN CHASE & CO COM 7,832 47 .60 125,350
COLGATE PALMOLIVE CO COM 7,774 95 1.23 110,319
SCHLUMBERGER LTD COM 7,591 -768 (9.19) 87,192
AUTOMATIC DATA PROCESSING INC COM 7,583 -117 (1.52) 88,955
LILLY ELI & CO COM 7,385 21 .29 105,266
F5 NETWORKS INC COM 7,384 147 2.04 54,651
TOTAL SYS SVCS INC COM 7,224 66 .92 210,625


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