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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘16
WY icon
1
Weyerhaeuser
WY
$17.7B
329 429 100 20.6%
CB icon
2
Chubb
CB
$141B
296 418 122 205%
PFE icon
3
Pfizer
PFE
$144B
189 920 731 10.2%
DIS icon
4
Walt Disney
DIS
$172B
183 844 661 0.42%
T icon
5
AT&T
T
$169B
182 876 694 16.6%
DVN icon
6
Devon Energy
DVN
$49.2B
161 346 185 55.5%
F icon
7
Ford
F
$59.6B
132 504 372 10.8%
DUK icon
8
Duke Energy
DUK
$101B
132 490 358 60.2%
QCOM icon
9
Qualcomm
QCOM
$172B
118 644 526 218%
VYM icon
10
Vanguard High Dividend Yield ETF
VYM
$81.9B
117 221 104 137%
SO icon
11
Southern Company
SO
$109B
112 472 360 87.1%
EQIX icon
12
Equinix
EQIX
$102B
107 232 125 213%
WDC icon
13
Western Digital
WDC
$160B
104 272 168 1,198%
VTR icon
14
Ventas
VTR
$47.7B
103 279 176 55.9%
SLB icon
15
SLB Ltd
SLB
$74.2B
100 694 594 32.2%
CCI icon
16
Crown Castle
CCI
$33.1B
99 268 169 12.4%
DD icon
17
DuPont de Nemours
DD
$19B
99 487 388 9.29%
TRGP icon
18
Targa Resources
TRGP
$56.2B
99 133 34 776%
USMV icon
19
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
93 136 43 124%
CNC icon
20
Centene
CNC
$31.6B
92 233 141 108%
PFF icon
21
iShares Preferred and Income Securities ETF
PFF
$13.2B
91 252 161 22.2%
AGG icon
22
iShares Core US Aggregate Bond ETF
AGG
$138B
88 300 212 11.6%
WTW icon
23
Willis Towers Watson
WTW
$29.9B
86 136 50 166%
GILD icon
24
Gilead Sciences
GILD
$167B
82 738 656 46.2%
SCHW
25
Charles Schwab
SCHW
$184B
80 318 238 278%