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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘20
DIS icon
1
Walt Disney
DIS
$182B
472 1,423 951 8.36%
VZ icon
2
Verizon
VZ
$195B
256 1,266 1,010 12.5%
SBUX icon
3
Starbucks
SBUX
$120B
231 874 643 60%
PLD icon
4
Prologis
PLD
$130B
229 443 214 73.1%
CVS icon
5
CVS Health
CVS
$123B
227 875 648 62.2%
CRM icon
6
Salesforce
CRM
$153B
163 720 557 29.7%
DLR icon
7
Digital Realty Trust
DLR
$71.3B
159 380 221 38.6%
GLD icon
8
SPDR Gold Trust
GLD
$138B
147 544 397 163%
UPS icon
9
United Parcel Service
UPS
$87.7B
138 707 569 10.5%
MDT icon
10
Medtronic
MDT
$110B
138 794 656 4.72%
UBER icon
11
Uber
UBER
$143B
134 292 158 152%
CNC icon
12
Centene
CNC
$31.7B
122 339 217 8.06%
QUAL icon
13
iShares MSCI USA Quality Factor ETF
QUAL
$47.7B
122 262 140 178%
PINS icon
14
Pinterest
PINS
$13.2B
115 169 54 51.1%
IR icon
15
Ingersoll Rand
IR
$34.2B
113 132 19 256%
IAU icon
16
iShares Gold Trust
IAU
$66B
103 307 204 165%
INTU icon
17
Intuit
INTU
$88.1B
100 451 351 40%
NOW icon
18
ServiceNow
NOW
$121B
83 384 301 105%
XLE icon
19
State Street Energy Select Sector SPDR ETF
XLE
$38.1B
81 304 223 300%
ELAN icon
20
Elanco Animal Health
ELAN
$12.1B
80 170 90 8.08%
DGRO icon
21
iShares Core Dividend Growth ETF
DGRO
$43.4B
78 199 121 143%
ESGD icon
22
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.2B
73 108 35 100%
SHY icon
23
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
71 325 254 5.62%
MUB icon
24
iShares National Muni Bond ETF
MUB
$45.3B
69 333 264 6.5%
DOCU
25
DocuSign
DOCU
$10.9B
68 207 139 38.4%