Azimuth Capital Management LLC Buys Arista Networks Inc, IDEXX Laboratories Inc, Penumbra Inc, Sells SPDR S&P Dividend, SPDR Series Trust Portfolio S&P 500 Growth, Red Hat Inc

Bloomfield Hills, MI, based Investment company Azimuth Capital Management LLC buys Arista Networks Inc, IDEXX Laboratories Inc, Penumbra Inc, Starbucks Corp, Royal Caribbean Cruises, Facebook Inc, PayPal Holdings Inc, Compass Group PLC, Euronet Worldwide Inc, Mondelez International Inc, Guidewire Software Inc, Discover Financial Services, Proofpoint Inc, Schlumberger, Brookfield Asset Management Inc, Nike Inc, Techtronic Industries Co, Experian PLC, Nestle SA, Wells Fargo, Westinghouse Air Brake Technologies Corp, The Kraft Heinz Co, Weyerhaeuser Co, PacWest Bancorp, New Oriental Education & Technology Group Inc, HDFC Bank, CVS Health Corp, AT&T Inc, Signature Bank, United Parcel Service Inc, Duke Energy Corp, TELUS Corp, Kinder Morgan Inc, Occidental Petroleum Corp, Cogent Communications Holdings Inc, Goldman Sachs BDC Inc, Capgemini SE, Grupo Aeroportuario del Centro Norte SAB de CV, Prudential PLC, Outfront Media Inc, Cedar Fair LP, Iron Mountain Inc, ASML Holding NV, PNC Financial Services Group Inc, NVIDIA Corp, Zimmer Biomet Holdings Inc, iShares Core S&P Total U.S. Stock Market, Danaher Corp, Alibaba Group Holding, iShares Core S&P 500, GlaxoSmithKline PLC, Lowe's Inc, United Technologies Corp, Donaldson Co Inc, US Bancorp, Boston Scientific Corp, Aqua America Inc, iShares MSCI South Africa Index Fund, Ecolab Inc, sells SPDR S&P Dividend, SPDR Series Trust Portfolio S&P 500 Growth, Red Hat Inc, The Ultimate Software Group Inc, iShares MSCI EAFE, SPDR Select Sector Fund - Industrial, SPDR Select Sector Fund - Consumer Discretionary, SPDR Select Sector Fund - Financial, SPDR Select Sector Fund - Energy Select Sector, Amphenol Corp, Costco Wholesale Corp, KAR Auction Services Inc, Charles Schwab Corp, Salesforce.com Inc, Ross Stores Inc, A.O. Smith Corp, Total System Services Inc, Celgene Corp, Taiwan Semiconductor Manufacturing Co, iShares MSCI Emerging Index Fund, Exelon Corp, EPAM Systems Inc, iShares MSCI Japan Index Fund, WisdomTree Europe Hedged Equity Fund, AstraZeneca PLC, The Toronto-Dominion Bank, WNS (Holdings), Anheuser-Busch InBev SA/NV, SPDR Select Sector Fund - Health Care, SPDR S&P 500, Huntsman Corp, SPDR Select Sector Fund - Consumer Staples, SPDR Select Sector Fund - Technology, Tupperware Brands Corp, Eaton Corp PLC, TCF Financial Corp, Analog Devices Inc, Cullen/Frost Bankers Inc, Hanesbrands Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Azimuth Capital Management LLC. As of 2019Q1, Azimuth Capital Management LLC owns 278 stocks with a total value of $1.5 billion. These are the details of the buys and sells.

• New Purchases: ANET, IDXX, PEN, CMPGY, KMI, PNC, NVDA, ITOT, BABA, ZBH, IVV, LOW, GSK, DHR, DCI, BSX, WTR,
• Added Positions: SBUX, RCL, FB, PYPL, EEFT, MDLZ, DFS, GWRE, PFPT, BAM, SLB, AMZN, NKE, SYK, TTNDY, NSRGY, EXPGY, WFC, IBM, WAB, KHC, WY, PACW, HDB, EDU, T, CVS, SBNY, UPS, DUK, OXY, TU, CCOI, GSBD, CMCSA, GOOGL, UNH, OMAB, CGEMY, XOM, PUK, OUT, BMY, JBHT, FUN, CVX, IRM, ASML, AAPL, BA, CNI, CL, ILMN, IP, MSFT, OMCL, AMT, DEO, UTX, RGA, DXJ, FXI, A, MO, AMAT, BAC, BMO, BDX, BRK.B, C, DLR, ECL, EL, FMX, GILD, PAYX, RTN, RSG, ROK, SO, TJX, TGT, TMO, USB, UN, VFC, VRTX, WBA, WEC, RDS.B, BGS, ULTA, ESSYY, EZA, IVW, VTI, ADBE, AXP, BBT, CHKP, CMA, COP, GLW, GS, MCHP, NEOG, JWN, PM, GM, APTV, VXUS,
• Reduced Positions: EFA, XLF, APH, COST, SCHW, CRM, ROST, TSS, CELG, SPLK, EEM, TSM, EXC, EPAM, EWJ, UNP, VZ, EW, HEDJ, RMD, AZN, WNS, TD, PANW, XLV, SPY, MRK, DASTY, MMM, HD, WMT, LLY, JNJ, DWDP, ETN, PEP, JPM, ISRG, CB, WELL, BLK, TCF, CFR, ADI, FLT, AVY, BLL, STI, TRV, SNA, MKC, MDT, APD, IWM, LNC, ENB, NEE, EUFN, BP, VOO, EPI, IWB, NUVA, IJH, IVE, ALL, CDK, GOOG, VEEV, ITW, LMT, GPC, GIS, PNW, FDX, HBAN, VOD, HBI, DAL, ED, CINF, PSX, HAL,
• Sold Out: SDY, SPYG, RHT, ULTI, XLI, XLY, XLE, KAR, AOS, BUD, TUP, HUN, XLK, XLP,

For the details of Azimuth Capital Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/azimuth+capital+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Azimuth Capital Management LLC

1. Boeing Co (BA) - 80,197 shares, 2.05% of the total portfolio. Shares added by 2.11%
2. Cisco Systems Inc (CSCO) - 531,629 shares, 1.93% of the total portfolio. Shares added by 0.07%
3. Microsoft Corp (MSFT) - 235,622 shares, 1.87% of the total portfolio. Shares added by 1.85%
4. Johnson & Johnson (JNJ) - 196,680 shares, 1.85% of the total portfolio. Shares reduced by 1.53%
5. PepsiCo Inc (PEP) - 222,948 shares, 1.83% of the total portfolio. Shares reduced by 1.13%

New Purchase: Arista Networks Inc (ANET)

Azimuth Capital Management LLC initiated holding in Arista Networks Inc. The purchase prices were between $199.6 and $315.02, with an estimated average price of $253.02. The stock is now traded at around $264.22. The impact to a portfolio due to this purchase was 0.78%. The holding were 36,770 shares as of .

New Purchase: IDEXX Laboratories Inc (IDXX)

Azimuth Capital Management LLC initiated holding in IDEXX Laboratories Inc. The purchase prices were between $178.02 and $225.69, with an estimated average price of $206.09. The stock is now traded at around $247.83. The impact to a portfolio due to this purchase was 0.69%. The holding were 45,870 shares as of .

New Purchase: Penumbra Inc (PEN)

Azimuth Capital Management LLC initiated holding in Penumbra Inc. The purchase prices were between $115.84 and $160.31, with an estimated average price of $142.8. The stock is now traded at around $131.03. The impact to a portfolio due to this purchase was 0.67%. The holding were 67,905 shares as of .

New Purchase: Compass Group PLC (CMPGY)

Azimuth Capital Management LLC initiated holding in Compass Group PLC. The purchase prices were between $20.66 and $23.94, with an estimated average price of $22.36. The stock is now traded at around $22.28. The impact to a portfolio due to this purchase was 0.32%. The holding were 203,235 shares as of .

New Purchase: Kinder Morgan Inc (KMI)

Azimuth Capital Management LLC initiated holding in Kinder Morgan Inc. The purchase prices were between $15.38 and $20.42, with an estimated average price of $18.61. The stock is now traded at around $19.70. The impact to a portfolio due to this purchase was 0.1%. The holding were 76,860 shares as of .

New Purchase: NVIDIA Corp (NVDA)

Azimuth Capital Management LLC initiated holding in NVIDIA Corp. The purchase prices were between $127.99 and $183.94, with an estimated average price of $154.95. The stock is now traded at around $168.82. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,457 shares as of .

Added: Starbucks Corp (SBUX)

Azimuth Capital Management LLC added to a holding in Starbucks Corp by 513.65%. The purchase prices were between $61.53 and $74.34, with an estimated average price of $68.63. The stock is now traded at around $78.42. The impact to a portfolio due to this purchase was 0.64%. The holding were 154,461 shares as of .

Added: Royal Caribbean Cruises Ltd (RCL)

Azimuth Capital Management LLC added to a holding in Royal Caribbean Cruises Ltd by 290.50%. The purchase prices were between $92.55 and $120.98, with an estimated average price of $113.45. The stock is now traded at around $126.07. The impact to a portfolio due to this purchase was 0.62%. The holding were 108,271 shares as of .

Added: Facebook Inc (FB)

Azimuth Capital Management LLC added to a holding in Facebook Inc by 151.56%. The purchase prices were between $131.09 and $173.37, with an estimated average price of $158.51. The stock is now traded at around $188.34. The impact to a portfolio due to this purchase was 0.59%. The holding were 87,298 shares as of .

Added: PayPal Holdings Inc (PYPL)

Azimuth Capital Management LLC added to a holding in PayPal Holdings Inc by 984.13%. The purchase prices were between $82.09 and $104.15, with an estimated average price of $94.45. The stock is now traded at around $110.41. The impact to a portfolio due to this purchase was 0.36%. The holding were 57,177 shares as of .

Added: Euronet Worldwide Inc (EEFT)

Azimuth Capital Management LLC added to a holding in Euronet Worldwide Inc by 50.73%. The purchase prices were between $96.45 and $142.59, with an estimated average price of $124.19. The stock is now traded at around $151.46. The impact to a portfolio due to this purchase was 0.32%. The holding were 99,845 shares as of .

Added: Mondelez International Inc (MDLZ)

Azimuth Capital Management LLC added to a holding in Mondelez International Inc by 69.22%. The purchase prices were between $39.74 and $49.92, with an estimated average price of $45.79. The stock is now traded at around $51.87. The impact to a portfolio due to this purchase was 0.31%. The holding were 222,352 shares as of .

Sold Out: SPDR S&P Dividend (SDY)

Azimuth Capital Management LLC sold out a holding in SPDR S&P Dividend. The sale prices were between $87.8 and $99.63, with an estimated average price of $96.02.

Sold Out: SPDR Series Trust Portfolio S&P 500 Growth (SPYG)

Azimuth Capital Management LLC sold out a holding in SPDR Series Trust Portfolio S&P 500 Growth. The sale prices were between $31.61 and $37.41, with an estimated average price of $35.31.

Sold Out: Red Hat Inc (RHT)

Azimuth Capital Management LLC sold out a holding in Red Hat Inc. The sale prices were between $173.96 and $182.9, with an estimated average price of $179.17.

Sold Out: The Ultimate Software Group Inc (ULTI)

Azimuth Capital Management LLC sold out a holding in The Ultimate Software Group Inc. The sale prices were between $234.71 and $334.73, with an estimated average price of $305.4.

Sold Out: SPDR Select Sector Fund - Industrial (XLI)

Azimuth Capital Management LLC sold out a holding in SPDR Select Sector Fund - Industrial. The sale prices were between $62.77 and $76.6, with an estimated average price of $72.27.

Sold Out: SPDR Select Sector Fund - Consumer Discretionary (XLY)

Azimuth Capital Management LLC sold out a holding in SPDR Select Sector Fund - Consumer Discretionary. The sale prices were between $97.6 and $113.93, with an estimated average price of $108.29.

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