AZIMUTH CAPITAL MANAGEMENT LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 285
New Positions 13
Increased Positions 171
Decreased Positions 76
Positions with Activity 247
Sold Out Positions 7
Total Mkt Value (in $ millions) 909

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

Sector Weighting

Basic Materials 4.56%
Capital Goods 5.57%
Conglomerates
Consumer Cyclical 1.95%
Consumer/Non-Cyclical 8.99%
Energy 7.82%
Financial 14.79%
Healthcare 18.33%
Services 16.57%
Technology 15.77%
Transportation 1.8%
Utilities 3.22%

285 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
JPMORGAN CHASE & CO COM 7,515 -4,053 (35.04) 124,604
PRUDENTIAL FINL INC COM -2,905 Sold Out 0
MERCK & CO INC NEW COM 14,639 -2,288 (13.52) 244,464
PERRIGO CO PLC SHS 2,204 -2,192 (49.87) 15,093
CERNER CORP COM 2,383 -1,773 (42.67) 40,612
PETSMART INC COM -1,657 Sold Out 0
PORTFOLIO RECOVERY ASSOCS INC COM 3,229 -1,595 (33.07) 58,812
STARBUCKS CORP COM 2,986 -1,548 (34.15) 39,630
NEOGEN CORP COM 298 -1,477 (83.23) 7,350
OCEANEERING INTL INC COM 1,797 -1,449 (44.64) 27,496
CORE LABORATORIES N V COM 931 -1,431 (60.58) 6,210
COVANCE INC COM 1,886 -1,421 (42.97) 22,235
BLOCK H & R INC COM -1,328 Sold Out 0
ACTAVIS PLC SHS 5,870 -1,141 (16.27) 24,760
GILEAD SCIENCES INC COM 7,978 -936 (10.5) 76,834
NICE SYS LTD SPONSORED ADR 1,070 -871 (44.86) 26,025
SAP AG SPON ADR -859 Sold Out 0
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 1,812 -833 (31.5) 55,400
HERSHEY CO COM 5,276 -553 (9.49) 56,276
SHIRE PLC SPONSORED ADR 4,829 -517 (9.67) 18,540


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