AZIMUTH CAPITAL MANAGEMENT LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 304
New Positions 19
Increased Positions 175
Decreased Positions 98
Positions with Activity 273
Sold Out Positions 15
Total Mkt Value (in $ millions) 1,009

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

Sector Weighting

Basic Materials 3.28%
Capital Goods 4.89%
Conglomerates
Consumer Cyclical 2.82%
Consumer/Non-Cyclical 9.31%
Energy 5.22%
Financial 16.25%
Healthcare 19.16%
Services 17.81%
Technology 15.25%
Transportation 2.16%
Utilities 3.15%

304 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
3M CO COM 9,694 -46 (0.47) 60,973
MCKESSON CORP COM 9,671 211 2.23 42,196
BRISTOL MYERS SQUIBB CO COM 9,525 -313 (3.18) 144,757
RESMED INC COM 9,301 7 .07 141,575
UNION PAC CORP COM 9,183 149 1.65 85,413
INTEL CORP COM 9,182 -105 (1.13) 286,225
COMCAST CORP NEW CL A 9,177 72 .79 153,868
PROCTER & GAMBLE CO COM 8,986 -78 (0.87) 110,940
NIKE INC CL B 8,867 2,089 30.82 87,831
DUKE ENERGY CORP NEW COM NEW 8,718 285 3.38 109,783
REINSURANCE GROUP AMER INC COM NEW 8,410 2,890 52.36 91,795
AT&T INC COM 8,328 402 5.07 244,863
STRYKER CORP COM 8,248 128 1.58 85,114
CELGENE CORP COM 8,158 1,298 18.91 68,720
JPMORGAN CHASE & CO COM 8,060 213 2.72 128,760
GENERAL DYNAMICS CORP COM 8,013 25 .32 59,757
ACTAVIS PLC SHS 7,728 260 3.48 26,160
LILLY ELI & CO COM 7,718 183 2.43 107,825
GILEAD SCIENCES INC COM 7,638 657 9.41 73,661
COLGATE PALMOLIVE CO COM 7,621 -10 (0.13) 110,179


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