Osterweis Capital Management Inc Buys Becton, Dickinson and Co, Charles Schwab Corp, FedEx Corp, Sells Cognizant Technology Solutions Corp, VICI Properties Inc, US Foods Holding Corp

• New Purchases: BDX, SCHW, FIVN, FSV, KTOS, ATRC, IPHI, SLAB, WK, NVTA, ABMD, TNDM, TLRA, IWO, SWAV, REAL, UTX, HD, ECL,
• Added Positions: FDX, FEYE, NKTR, MU, CASH, AVLR, PCTY, MED, RPD, FOLD, CDNA, TDOC, FNKO, CVX, EHTH, IOVA, DIS, WFC, AAPL, WRB, MRK, LLY, BMY,
• Reduced Positions: USFD, BLBD, BA, QNST, AL, TFX, PODD, ENVA, SNPS, MSFT, VCEL, GOOG, PLNT, ETSY, AYX, TRHC, FND, WCN, HOLX, NEE, DHR, V, CHTR, BAM, AMAT, SERV, DLR, CCI, ODFL, HASI, WBA, TREX, XOM,
• Sold Out: CTSH, VICI, SKY, AX, BOLD, INSP, TECH, TWLO, NEWR, TREE, AM, GX1N, IBM, IFF,

For the details of OSTERWEIS CAPITAL MANAGEMENT INC's stock buys and sells, go to https://www.gurufocus.com/guru/osterweis+capital+management+inc/current-portfolio/portfolio

1. Alphabet Inc (GOOG) - 47,424 shares, 5.32% of the total portfolio. Shares reduced by 2.08%
2. Brookfield Asset Management Inc (BAM) - 1,079,076 shares, 5.27% of the total portfolio. Shares reduced by 1.04%
3. Microsoft Corp (MSFT) - 336,944 shares, 4.31% of the total portfolio. Shares reduced by 2.69%
4. NextEra Energy Inc (NEE) - 170,404 shares, 3.65% of the total portfolio. Shares reduced by 1.86%
5. Danaher Corp (DHR) - 255,646 shares, 3.40% of the total portfolio. Shares reduced by 1.63%

Osterweis Capital Management Inc initiated holding in Becton, Dickinson and Co. The purchase prices were between $236.34 and $262.48, with an estimated average price of $253.08. The stock is now traded at around $247.01. The impact to a portfolio due to this purchase was 1.89%. The holding were 81,270 shares as of .

Osterweis Capital Management Inc initiated holding in Charles Schwab Corp. The purchase prices were between $36.12 and $44.28, with an estimated average price of $40.33. The stock is now traded at around $42.81. The impact to a portfolio due to this purchase was 1.84%. The holding were 477,878 shares as of .

Osterweis Capital Management Inc initiated holding in Five9 Inc. The purchase prices were between $47.47 and $64, with an estimated average price of $56.28. The stock is now traded at around $63.73. The impact to a portfolio due to this purchase was 0.56%. The holding were 113,505 shares as of .

Osterweis Capital Management Inc initiated holding in FirstService Corp. The purchase prices were between $96.1 and $107.4, with an estimated average price of $101.8. The stock is now traded at around $90.71. The impact to a portfolio due to this purchase was 0.5%. The holding were 52,715 shares as of .

Osterweis Capital Management Inc initiated holding in Kratos Defense & Security Solutions Inc. The purchase prices were between $17.84 and $24.65, with an estimated average price of $21.02. The stock is now traded at around $19.72. The impact to a portfolio due to this purchase was 0.38%. The holding were 219,740 shares as of .

Osterweis Capital Management Inc initiated holding in Inphi Corp. The purchase prices were between $51.74 and $65.51, with an estimated average price of $60.81. The stock is now traded at around $75.10. The impact to a portfolio due to this purchase was 0.37%. The holding were 66,235 shares as of .

Osterweis Capital Management Inc added to a holding in FedEx Corp by 95.81%. The purchase prices were between $143.25 and $176.01, with an estimated average price of $161.2. The stock is now traded at around $156.23. The impact to a portfolio due to this purchase was 0.85%. The holding were 129,308 shares as of .

Osterweis Capital Management Inc added to a holding in FireEye Inc by 38.02%. The purchase prices were between $12.86 and $16.18, with an estimated average price of $14.21. The stock is now traded at around $17.09. The impact to a portfolio due to this purchase was 0.48%. The holding were 1,413,950 shares as of .

Osterweis Capital Management Inc added to a holding in Nektar Therapeutics Inc by 69.94%. The purchase prices were between $16.91 and $36.27, with an estimated average price of $24.52. The stock is now traded at around $19.94. The impact to a portfolio due to this purchase was 0.26%. The holding were 374,355 shares as of .

Osterweis Capital Management Inc added to a holding in Meta Financial Group Inc by 38.54%. The purchase prices were between $26.43 and $34.17, with an estimated average price of $30.11. The stock is now traded at around $33.38. The impact to a portfolio due to this purchase was 0.15%. The holding were 175,075 shares as of .

Osterweis Capital Management Inc added to a holding in Paylocity Holding Corp by 37.02%. The purchase prices were between $92.37 and $111.01, with an estimated average price of $102.46. The stock is now traded at around $109.40. The impact to a portfolio due to this purchase was 0.12%. The holding were 51,635 shares as of .

Osterweis Capital Management Inc added to a holding in Avalara Inc by 30.60%. The purchase prices were between $67.29 and $89.5, with an estimated average price of $80.92. The stock is now traded at around $71.77. The impact to a portfolio due to this purchase was 0.12%. The holding were 84,025 shares as of .

Osterweis Capital Management Inc sold out a holding in Cognizant Technology Solutions Corp. The sale prices were between $58.75 and $66.41, with an estimated average price of $63.2.

Osterweis Capital Management Inc sold out a holding in VICI Properties Inc. The sale prices were between $20.57 and $23.04, with an estimated average price of $21.83.

Osterweis Capital Management Inc sold out a holding in Skyline Champion Corp. The sale prices were between $26.67 and $31.96, with an estimated average price of $28.89.

Osterweis Capital Management Inc sold out a holding in Axos Financial Inc. The sale prices were between $24.31 and $29.48, with an estimated average price of $26.9.

Osterweis Capital Management Inc sold out a holding in Inspire Medical Systems Inc. The sale prices were between $61.02 and $70.19, with an estimated average price of $65.87.

Osterweis Capital Management Inc sold out a holding in Audentes Therapeutics Inc. The sale prices were between $27.86 and $40.21, with an estimated average price of $34.15.