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) 994

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

Sector Weighting

Basic Materials 3.33%
Capital Goods 4.9%
Conglomerates
Consumer Cyclical 2.8%
Consumer/Non-Cyclical 9.36%
Energy 5.34%
Financial 16.39%
Healthcare 18.92%
Services 17.67%
Technology 15.34%
Transportation 2.16%
Utilities 3.11%

304 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
DIRECTV COM -5,885 Sold Out 0
TOTAL SYS SVCS INC COM 3,508 -4,961 (58.58) 87,250
HALLIBURTON CO COM 1,276 -4,246 (76.9) 26,555
SIGMA ALDRICH CORP COM 2,173 -3,815 (63.71) 15,664
QUALCOMM INC COM 2,402 -3,013 (55.65) 35,129
SCHLUMBERGER LTD COM 5,030 -2,995 (37.32) 54,649
VERIZON COMMUNICATIONS INC COM 13,423 -2,698 (16.74) 267,971
BLACKROCK INC COM 5,746 -2,420 (29.63) 15,696
SIGNATURE BK NEW YORK N Y COM 2,618 -2,174 (45.37) 19,142
MCDONALDS CORP COM 6,603 -2,162 (24.66) 68,689
PRAXAIR INC COM 513 -2,132 (80.59) 4,245
GOOGLE INC CL C 335 -2,009 (85.71) 631
WEX INC COM 2,590 -1,908 (42.42) 22,403
COOPER COS INC COM NEW 5,321 -1,884 (26.15) 29,985
BRISTOW GROUP INC COM 454 -1,794 (79.8) 7,401
RAYONIER INC COM -1,577 Sold Out 0
OCEANEERING INTL INC COM -1,566 Sold Out 0
LUXOTTICA GROUP S P A SPONSORED ADR -1,443 Sold Out 0
NIPPON TELEG & TEL CORP SPONSORED ADR 1,120 -1,399 (55.53) 33,140
O REILLY AUTOMOTIVE INC NEW COM 5,533 -1,172 (17.48) 25,205


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