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 302
New Positions 11
Increased Positions 183
Decreased Positions 83
Positions with Activity 266
Sold Out Positions 7
Total Mkt Value (in $ millions) 1,022

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

Sector Weighting

Basic Materials 2.99%
Capital Goods 4.98%
Conglomerates
Consumer Cyclical 2.91%
Consumer/Non-Cyclical 9.24%
Energy 5.14%
Financial 16.19%
Healthcare 18.88%
Services 18.21%
Technology 15.98%
Transportation 2.03%
Utilities 2.69%

302 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DUKE ENERGY CORP NEW COM NEW 5,709 -2,254 (28.31) 78,708
PLUM CREEK TIMBER CO INC COM 5,653 204 3.74 138,022
EDWARDS LIFESCIENCES CORP COM 5,533 228 4.30 38,842
BLACKROCK INC COM 5,531 109 2.01 16,012
OMNICELL INC COM 5,485 268 5.13 145,409
COOPER COS INC COM NEW 5,469 174 3.29 30,972
SCHLUMBERGER LTD COM 5,254 663 14.45 62,546
F5 NETWORKS INC COM 5,213 -1,693 (24.52) 43,285
AKAMAI TECHNOLOGIES INC COM 5,186 153 3.04 74,187
DU PONT E I DE NEMOURS & CO COM 5,184 143 2.85 86,422
REPUBLIC SVCS INC COM 5,133 -108 (2.06) 130,143
CERNER CORP COM 5,118 2,072 68.05 74,735
FORD MTR CO DEL COM PAR $0.01 5,077 1,874 58.51 341,456
SCHEIN HENRY INC COM 5,017 289 6.11 34,730
MEAD JOHNSON NUTRITION CO COM 4,890 35 .72 53,805
OMNICOM GROUP INC COM 4,874 78 1.63 70,275
WISDOMTREE TR JAPN HEDGE EQT 4,814 254 5.58 83,275
AMERICAN TOWER CORP NEW COM 4,704 250 5.61 49,562
CISCO SYS INC COM 4,601 881 23.69 168,363
UNITED TECHNOLOGIES CORP COM 4,496 650 16.91 41,041