AZIMUTH CAPITAL MANAGEMENT LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 298
New Positions 18
Increased Positions 151
Decreased Positions 105
Positions with Activity 256
Sold Out Positions 13
Total Mkt Value (in $ millions) 943

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

Sector Weighting

Basic Materials 4.23%
Capital Goods 5.08%
Conglomerates
Consumer Cyclical 2.53%
Consumer/Non-Cyclical 9.41%
Energy 6.37%
Financial 15.31%
Healthcare 18.34%
Services 18.48%
Technology 14.3%
Transportation 1.7%
Utilities 3.54%

298 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
ALLERGAN INC COM -5,393 Sold Out 0
UNITED TECHNOLOGIES CORP COM 4,056 -4,592 (53.1) 34,831
SHIRE PLC SPONSORED ADR -4,119 Sold Out 0
EATON CORP PLC SHS 702 -4,110 (85.4) 10,942
BAXTER INTL INC COM 880 -4,004 (81.99) 12,325
MWI VETERINARY SUPPLY INC COM -3,365 Sold Out 0
INTEL CORP COM 9,903 -2,690 (21.36) 289,485
KRAFT FOODS GROUP INC COM 5,094 -2,472 (32.68) 76,876
TOWERS WATSON & CO CL A -2,371 Sold Out 0
PROCTER & GAMBLE CO COM 9,587 -2,250 (19.01) 111,909
MONSANTO CO NEW COM 2,610 -2,064 (44.16) 22,025
BIOGEN IDEC INC COM 4,755 -2,006 (29.67) 13,462
AVAGO TECHNOLOGIES LTD SHS 9,294 -2,005 (17.75) 87,245
ACCENTURE PLC IRELAND SHS CLASS A 2,884 -1,960 (40.46) 33,681
COCA COLA CO COM 4,545 -1,792 (28.28) 107,960
HERSHEY CO COM 4,033 -1,780 (30.63) 39,041
CVS HEALTH CORP COM 10,115 -1,486 (12.81) 101,037
PROSPERITY BANCSHARES INC COM 1,861 -1,370 (42.4) 40,175
NICE SYS LTD SPONSORED ADR -1,287 Sold Out 0
GILEAD SCIENCES INC COM 7,014 -991 (12.38) 67,326