AZIMUTH CAPITAL MANAGEMENT LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 300
New Positions 11
Increased Positions 182
Decreased Positions 82
Positions with Activity 264
Sold Out Positions 7
Total Mkt Value (in $ millions) 1,050

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

Sector Weighting

Basic Materials 3.07%
Capital Goods 4.99%
Conglomerates
Consumer Cyclical 2.85%
Consumer/Non-Cyclical 9.8%
Energy 5.34%
Financial 15.92%
Healthcare 18.46%
Services 17.87%
Technology 16.1%
Transportation 2.1%
Utilities 2.77%

300 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
CHICAGO BRIDGE & IRON CO N V COM -1,213 Sold Out 0
ENBRIDGE ENERGY PARTNERS L P COM -1,454 Sold Out 0
EURONET WORLDWIDE INC COM -4,869 Sold Out 0
ISHARES TR S&P 100 ETF -2,260 Sold Out 0
MATTEL INC COM -1,383 Sold Out 0
SCHWAB CHARLES CORP NEW COM -219 Sold Out 0
US BANCORP DEL COM NEW -347 Sold Out 0
FREEPORT-MCMORAN INC CL B 257 -1,202 (82.38) 12,250
BANCO BRADESCO S A SP ADR PFD NEW 343 -1,341 (79.64) 36,477
ROCHE HLDG LTD SPONSORED ADR 1,363 -975 (41.7) 36,995
AVERY DENNISON CORP COM 272 -188 (40.82) 4,350
TORONTO DOMINION BK ONT COM NEW 1,401 -926 (39.77) 30,674
LANNET INC COM 277 -138 (33.33) 5,000
DUKE ENERGY CORP NEW COM NEW 5,986 -2,363 (28.31) 78,708
CURRENCYSHARES SWISS FRANC TR SWISS FRANC SH 309 -103 (25) 3,000
F5 NETWORKS INC COM 5,487 -1,782 (24.52) 43,285
AVAGO TECHNOLOGIES LTD SHS 8,964 -2,876 (24.29) 67,580
LILLY ELI & CO COM 6,143 -1,869 (23.33) 82,674
GILEAD SCIENCES INC COM 6,328 -1,900 (23.09) 56,651
SIGMA ALDRICH CORP COM 1,730 -449 (20.59) 12,439