AZIMUTH CAPITAL MANAGEMENT LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 304
New Positions 19
Increased Positions 175
Decreased Positions 98
Positions with Activity 273
Sold Out Positions 15
Total Mkt Value (in $ millions) 1,009

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

Sector Weighting

Basic Materials 3.28%
Capital Goods 4.89%
Conglomerates
Consumer Cyclical 2.82%
Consumer/Non-Cyclical 9.31%
Energy 5.22%
Financial 16.25%
Healthcare 19.16%
Services 17.81%
Technology 15.25%
Transportation 2.16%
Utilities 3.15%

304 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
ANNALY CAP MGMT INC COM -106 Sold Out 0
CALIFORNIA RES CORP COM -18 Sold Out 0
CUMMINS INC COM -229 Sold Out 0
DIRECTV COM -5,949 Sold Out 0
FACEBOOK INC CL A -208 Sold Out 0
ISHARES TR RUS 1000 GRW ETF -368 Sold Out 0
KEYCORP NEW COM -511 Sold Out 0
LABORATORY CORP AMER HLDGS COM NEW -779 Sold Out 0
LUXOTTICA GROUP S P A SPONSORED ADR -1,441 Sold Out 0
OCEANEERING INTL INC COM -1,571 Sold Out 0
OLD REP INTL CORP COM -184 Sold Out 0
RAYONIER INC COM -1,609 Sold Out 0
RIO TINTO PLC SPONSORED ADR -252 Sold Out 0
UNILEVER N V N Y SHS NEW -304 Sold Out 0
WELLS FARGO & CO NEW DEP SHS SER J -262 Sold Out 0
GOOGLE INC CL C 357 -2,139 (85.71) 631
FEDEX CORP COM 202 202 New 1,190
ESSEX PPTY TR INC COM 318 New 1,400
UNIFIRST CORP MASS COM 236 -59 (20) 2,000
ISHARES TR CORE S&P MCP ETF 307 307 New 2,005