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 299
New Positions 18
Increased Positions 152
Decreased Positions 105
Positions with Activity 257
Sold Out Positions 14
Total Mkt Value (in $ millions) 952

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

Sector Weighting

Basic Materials 4.25%
Capital Goods 4.89%
Conglomerates
Consumer Cyclical 2.5%
Consumer/Non-Cyclical 9.38%
Energy 6.76%
Financial 15.7%
Healthcare 18.13%
Services 18.19%
Technology 14.49%
Transportation 1.68%
Utilities 3.36%

299 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 2,338 2,338 New 202,275
NOVO-NORDISK A S ADR 2,474 123 5.25 56,465
ISHARES TR CHINA LG-CAP ETF 3,354 2,197 189.79 83,315
COMCAST CORP NEW CL A 8,727 -27 (0.31) 152,657
FACEBOOK INC CL A 204 204 New 2,550
GOOGLE INC CL A 2,923 176 6.40 5,620
MASTERCARD INC CL A 295 -8 (2.57) 3,410
MONDELEZ INTL INC CL A 5,819 -14 (0.24) 156,015
TOWERS WATSON & CO CL A -2,260 Sold Out 0
ZOETIS INC CL A 256 256 New 5,889
COMCAST CORP NEW CL A SPL 265 New 4,645
FREEPORT-MCMORAN INC CL B 1,890 110 6.16 80,750
MOLSON COORS BREWING CO CL B 847 197 30.32 11,155
NIKE INC CL B 6,367 223 3.63 67,139
UNITED PARCEL SERVICE INC CL B 1,579 -31 (1.9) 14,232
BERKSHIRE HATHAWAY INC DEL CL B NEW 1,485 -398 (21.14) 9,801
GOOGLE INC CL C 2,280 -102 (4.29) 4,416
ISHARES TR COHEN&STEER REIT 1,926 156 8.79 19,551
3M CO COM 10,137 -272 (2.61) 61,261
ABBOTT LABS COM 10,483 5,300 102.28 227,643


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