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) 980

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

Sector Weighting

Basic Materials 2.74%
Capital Goods 4.79%
Conglomerates
Consumer Cyclical 3.01%
Consumer/Non-Cyclical 9.3%
Energy 4.52%
Financial 16.39%
Healthcare 17.22%
Services 18.58%
Technology 17.49%
Transportation 1.81%
Utilities 2.78%

308 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NOVO-NORDISK A S ADR 4,325 569 15.14 78,260
ISHARES U.S. PFD STK ETF 4,287 57 1.35 109,820
BIOGEN INC COM 4,273 -1,379 (24.41) 14,372
VCA INC COM 4,110 -2,667 (39.36) 74,210
MEAD JOHNSON NUTRITION CO COM 4,040 -175 (4.16) 51,565
COCA COLA CO COM 4,038 -228 (5.35) 102,700
ROYAL DUTCH SHELL PLC SPONS ADR A 3,921 241 6.54 74,093
UNITED TECHNOLOGIES CORP COM 3,917 157 4.18 42,756
ORACLE CORP COM 3,843 7 .18 103,614
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 3,815 74 1.97 191,905
MEDTRONIC PLC SHS 3,799 147 4.01 52,556
PAYCHEX INC COM 3,767 -52 (1.35) 84,345
CHECK POINT SOFTWARE TECH LTD ORD 3,694 241 6.97 47,355
CATERPILLAR INC DEL COM 3,614 1,527 73.12 47,280
ISHARES TR MSCI EAFE ETF 3,592 -7 (0.2) 59,895
STERICYCLE INC COM 3,570 107 3.08 25,296
ROCKWELL AUTOMATION INC COM 3,565 868 32.18 31,876
HERSHEY CO COM 3,544 -51 (1.43) 39,586
WEST PHARMACEUTICAL SVSC INC COM 3,439 90 2.68 61,571
ARM HLDGS PLC SPONSORED ADR 3,438 111 3.33 81,555