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Stocks Most Commonly
Held In Funds’ Top 10

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Funds holding
in top 10 		Growth Growth % Return since
30 Jun ‘14
BAB icon
1426
Invesco Taxable Municipal Bond ETF
BAB
$1.03B
2 0 0% 9.04%
UCTT
1427
Ultra Clean Holdings
UCTT
$4.76B
2 0 0% 1,074%
WTFC icon
1428
Wintrust Financial
WTFC
$10.9B
3 0 0% 251%
WRB icon
1429
W.R. Berkley
WRB
$26.9B
4 0 0% 426%
USLM icon
1430
United States Lime & Minerals
USLM
$2.9B
2 0 0% 680%
USNA icon
1431
Usana Health Sciences
USNA
$406M
1 0 0% 43.7%
VTI icon
1432
Vanguard Total Stock Market ETF
VTI
$661B
108 0 0% 266%
VIG icon
1433
Vanguard Dividend Appreciation ETF
VIG
$111B
72 -1 -1% 206%
EFA icon
1434
iShares MSCI EAFE ETF
EFA
$77.6B
209 -3 -1% 52.6%
XOM icon
1435
ExxonMobil
XOM
$576B
704 -13 -2% 37.9%
HON icon
1436
Honeywell
HON
$71.7B
50 -1 -2% 171%
MET icon
1437
MetLife
MET
$59B
48 -1 -2% 85.1%
SPG icon
1438
Simon Property Group
SPG
$70.9B
46 -1 -2% 31.6%
IWB icon
1439
iShares Russell 1000 ETF
IWB
$48.6B
46 -1 -2% 275%
MA icon
1440
Mastercard
MA
$465B
83 -2 -2% 617%
BNS icon
1441
Scotiabank
BNS
$107B
40 -1 -2% 40.3%
BRK.B icon
1442
Berkshire Hathaway Class B
BRK.B
$1.06T
233 -6 -3% 290%
XLE icon
1443
State Street Energy Select Sector SPDR ETF
XLE
$36.6B
37 -1 -3% 10.1%
LYB icon
1444
LyondellBasell Industries
LYB
$18.2B
35 -1 -3% 42.3%
XLV icon
1445
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
35 -1 -3% 164%
PFF icon
1446
iShares Preferred and Income Securities ETF
PFF
$13.2B
32 -1 -3% 23.5%
SCZ icon
1447
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.2B
30 -1 -3% 57.6%
NVS icon
1448
Novartis
NVS
$294B
58 -2 -3% 89.9%
SYK icon
1449
Stryker
SYK
$126B
25 -1 -4% 291%
BN icon
1450
Brookfield
BN
$107B
24 -1 -4% 324%
56 57
58
59 60