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) 1,002

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

Sector Weighting

Basic Materials 3.34%
Capital Goods 4.91%
Conglomerates
Consumer Cyclical 2.8%
Consumer/Non-Cyclical 9.32%
Energy 5.32%
Financial 16.29%
Healthcare 18.88%
Services 17.69%
Technology 15.46%
Transportation 2.17%
Utilities 3.13%

304 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PLUM CREEK TIMBER CO INC COM 5,612 216 4.00 133,047
O REILLY AUTOMOTIVE INC NEW COM 5,597 -1,186 (17.48) 25,205
STARBUCKS CORP COM 5,478 1,398 34.27 108,930
TARGET CORP COM 5,393 523 10.73 67,706
ABBVIE INC COM 5,377 3 .06 83,603
AKAMAI TECHNOLOGIES INC COM 5,376 5,376 New 72,000
REPUBLIC SVCS INC COM 5,349 137 2.63 132,885
COOPER COS INC COM NEW 5,337 -1,890 (26.15) 29,985
OMNICOM GROUP INC COM 5,307 77 1.48 69,150
MEAD JOHNSON NUTRITION CO COM 5,142 121 2.41 53,420
SCHLUMBERGER LTD COM 5,082 -3,026 (37.32) 54,649
OMNICELL INC COM 4,859 4,859 New 138,310
EDWARDS LIFESCIENCES CORP COM 4,737 4,737 New 37,240
EURONET WORLDWIDE INC COM 4,723 -428 (8.31) 80,925
ORACLE CORP COM 4,601 -46 (0.99) 103,694
SCHEIN HENRY INC COM 4,544 251 5.85 32,730
WISDOMTREE TR JAPN HEDGE EQT 4,542 810 21.72 78,875
BP PLC SPONSORED ADR 4,531 -31 (0.69) 104,822
ISHARES TR CHINA LG-CAP ETF 4,419 104 2.40 85,315
AMERICAN TOWER CORP NEW COM 4,387 2,265 106.70 46,930