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
ICICI BK LTD ADR 2,565 2,565 New 202,275
NOVO-NORDISK A S ADR 2,593 129 5.25 56,465
ISHARES TR CHINA LG-CAP ETF 3,532 2,313 189.79 83,315
COMCAST CORP NEW CL A 8,224 -25 (0.31) 152,657
FACEBOOK INC CL A 199 199 New 2,550
GOOGLE INC CL A 2,884 173 6.40 5,620
MASTERCARD INC CL A 278 -7 (2.57) 3,410
MONDELEZ INTL INC CL A 5,576 -14 (0.24) 156,015
TOWERS WATSON & CO CL A -2,371 Sold Out 0
ZOETIS INC CL A 255 255 New 5,889
COMCAST CORP NEW CL A SPL 249 New 4,645
FREEPORT-MCMORAN INC CL B 1,359 79 6.16 80,750
MOLSON COORS BREWING CO CL B 870 202 30.32 11,155
NIKE INC CL B 6,369 223 3.63 67,139
UNITED PARCEL SERVICE INC CL B 1,429 -28 (1.9) 14,232
BERKSHIRE HATHAWAY INC DEL CL B NEW 1,434 -384 (21.14) 9,801
GOOGLE INC CL C 2,255 -101 (4.29) 4,416
ISHARES TR COHEN&STEER REIT 2,073 168 8.79 19,551
3M CO COM 10,177 -273 (2.61) 61,261
ABBOTT LABS COM 10,303 5,210 102.28 227,643


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