AZIMUTH CAPITAL MANAGEMENT LLC Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 308
New Positions 13
Increased Positions 127
Decreased Positions 121
Positions with Activity 248
Sold Out Positions 17
Total Mkt Value (in $ millions) 972

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

Sector Weighting

Basic Materials 2.73%
Capital Goods 4.84%
Conglomerates
Consumer Cyclical 3.02%
Consumer/Non-Cyclical 9.4%
Energy 4.46%
Financial 16.31%
Healthcare 17.12%
Services 18.7%
Technology 17.51%
Transportation 1.83%
Utilities 2.75%

308 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ALLERGAN PLC SHS 6,904 -1,041 (13.1) 23,210
AUTOMATIC DATA PROCESSING INC COM 6,873 -17 (0.25) 88,630
VISA INC COM CL A 6,713 14 .21 95,360
ILLUMINA INC COM 6,673 41 .62 34,140
KIMBERLY CLARK CORP COM 6,601 16 .25 62,484
LILLY ELI & CO COM 6,582 -164 (2.44) 80,660
MONDELEZ INTL INC CL A 6,449 -32 (0.5) 149,150
COSTCO WHSL CORP NEW COM 6,359 30 .47 45,265
HORMEL FOODS CORP COM 6,162 -45 (0.72) 100,715
ACCENTURE PLC IRELAND SHS CLASS A 6,088 2,601 74.60 63,671
O REILLY AUTOMOTIVE INC NEW COM 6,004 -228 (3.66) 25,235
CELGENE CORP COM 5,957 -2,438 (29.04) 50,630
FACEBOOK INC CL A 5,899 5,621 2,017.88 66,925
KRAFT HEINZ CO COM 5,820 -108 (1.83) 80,652
MARSH & MCLENNAN COS INC COM 5,793 16 .29 109,261
DOW CHEM CO COM 5,649 245 4.52 131,896
EDWARDS LIFESCIENCES CORP COM 5,582 239 4.48 40,582
CHEVRON CORP NEW COM 5,476 148 2.77 69,973
EMERSON ELEC CO COM 5,398 613 12.81 116,257
DUKE ENERGY CORP NEW COM NEW 5,366 -87 (1.59) 77,457


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