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 303
New Positions 11
Increased Positions 183
Decreased Positions 84
Positions with Activity 267
Sold Out Positions 7
Total Mkt Value (in $ millions) 1,040

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

Sector Weighting

Basic Materials 2.76%
Capital Goods 4.94%
Conglomerates
Consumer Cyclical 2.89%
Consumer/Non-Cyclical 9.3%
Energy 4.94%
Financial 15.95%
Healthcare 19.06%
Services 18.32%
Technology 15.69%
Transportation 2.08%
Utilities 2.67%

303 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AUTOMATIC DATA PROCESSING INC COM 7,316 74 1.02 88,855
ROSS STORES INC COM 7,315 373 5.38 138,570
VISA INC COM CL A 7,233 529 7.89 95,160
MCDONALDS CORP COM 7,138 392 5.82 72,685
KIMBERLY CLARK CORP COM 7,074 400 5.99 62,329
LILLY ELI & CO COM 7,035 -2,140 (23.33) 82,674
STARBUCKS CORP COM 6,571 307 4.90 114,264
GILEAD SCIENCES INC COM 6,555 -1,968 (23.09) 56,651
COSTCO WHSL CORP NEW COM 6,550 332 5.34 45,055
MONDELEZ INTL INC CL A 6,460 -136 (2.06) 149,895
KRAFT HEINZ CO COM 6,401 42 .66 82,155
CHEVRON CORP NEW COM 6,349 727 12.94 68,088
O REILLY AUTOMOTIVE INC NEW COM 6,331 239 3.92 26,193
MARSH & MCLENNAN COS INC COM 6,314 54 .86 108,951
ABBVIE INC COM 6,008 91 1.55 84,895
DOW CHEM CO COM 5,985 10 .18 126,187
EDWARDS LIFESCIENCES CORP COM 5,972 246 4.30 38,842
HORMEL FOODS CORP COM 5,965 -6 (0.09) 101,445
BIOGEN INC COM 5,957 1,233 26.10 19,012
SMITH A O COM 5,835 3,368 136.49 82,240


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