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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘14
VZ icon
1
Verizon
VZ
$197B
905 1,162 257 0.74%
GM icon
2
General Motors
GM
$80.9B
169 411 242 160%
VNQ icon
3
Vanguard Real Estate ETF
VNQ
$39.9B
168 301 133 42.5%
GLPI icon
4
Gaming and Leisure Properties
GLPI
$13B
108 131 23 26.2%
PAA icon
5
Plains All American Pipeline
PAA
$17.6B
105 210 105 54.8%
KMI icon
6
Kinder Morgan
KMI
$70.9B
105 322 217 1.97%
UL icon
7
Unilever
UL
$142B
103 203 100 37.1%
GILD icon
8
Gilead Sciences
GILD
$165B
100 512 412 87.3%
BAX icon
9
Baxter International
BAX
$12.8B
99 424 325 38%
O icon
10
Realty Income
O
$61.1B
98 209 111 65.5%
WPC icon
11
W.P. Carey
WPC
$17B
96 132 36 27%
COP icon
12
ConocoPhillips
COP
$144B
92 655 563 67.8%
EOG icon
13
EOG Resources
EOG
$77.7B
89 353 264 48.8%
SAN icon
14
Banco Santander
SAN
$191B
86 136 50 53.8%
XLV icon
15
State Street Health Care Select Sector SPDR ETF
XLV
$42.9B
84 198 114 184%
XLF icon
16
State Street Financial Select Sector SPDR ETF
XLF
$56.5B
84 238 154 189%
FNF icon
17
Fidelity National Financial
FNF
$14.4B
82 174 92 198%
OXY icon
18
Occidental Petroleum
OXY
$55.7B
77 468 391 38.6%
GSK icon
19
GSK
GSK
$107B
75 286 211 20.3%
F icon
20
Ford
F
$60.9B
75 434 359 2.05%
SCZ icon
21
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.1B
71 116 45 57.8%
VGK icon
22
Vanguard FTSE Europe ETF
VGK
$30.1B
71 161 90 50.7%
SBUX icon
23
Starbucks
SBUX
$119B
67 413 346 184%
QCOM icon
24
Qualcomm
QCOM
$164B
66 691 625 97.4%
WDAY icon
25
Workday
WDAY
$41.5B
65 150 85 83.8%