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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘20
DIS icon
1
Walt Disney
DIS
$177B
469 1,421 952 6.28%
VZ icon
2
Verizon
VZ
$200B
258 1,266 1,008 10.5%
PLD icon
3
Prologis
PLD
$128B
230 443 213 67.8%
SBUX icon
4
Starbucks
SBUX
$109B
229 872 643 45.8%
CVS icon
5
CVS Health
CVS
$114B
226 874 648 49.7%
CRM icon
6
Salesforce
CRM
$196B
162 719 557 65.2%
DLR icon
7
Digital Realty Trust
DLR
$67.6B
157 379 222 31.1%
GLD icon
8
SPDR Gold Trust
GLD
$148B
150 545 395 171%
MDT icon
9
Medtronic
MDT
$118B
137 793 656 2.16%
UPS icon
10
United Parcel Service
UPS
$84.3B
135 704 569 6.04%
UBER icon
11
Uber
UBER
$144B
132 291 159 153%
QUAL icon
12
iShares MSCI USA Quality Factor ETF
QUAL
$46.7B
124 263 139 170%
CNC icon
13
Centene
CNC
$32.2B
123 339 216 9.59%
PINS icon
14
Pinterest
PINS
$10.5B
115 169 54 20.5%
IR icon
15
Ingersoll Rand
IR
$27.9B
113 132 19 190%
IAU icon
16
iShares Gold Trust
IAU
$64.8B
103 306 203 173%
INTU icon
17
Intuit
INTU
$81B
99 450 351 31.8%
XLE icon
18
State Street Energy Select Sector SPDR ETF
XLE
$41.7B
82 305 223 343%
NOW icon
19
ServiceNow
NOW
$140B
81 383 302 136%
DGRO icon
20
iShares Core Dividend Growth ETF
DGRO
$42.4B
79 200 121 136%
ELAN icon
21
Elanco Animal Health
ELAN
$11.2B
78 169 91 0.13%
ESGD icon
22
iShares ESG Aware MSCI EAFE ETF
ESGD
$12B
73 108 35 95.7%
SHY icon
23
iShares 1-3 Year Treasury Bond ETF
SHY
$26B
70 324 254 6.27%
MUB icon
24
iShares National Muni Bond ETF
MUB
$44.5B
69 333 264 8.96%
UL icon
25
Unilever
UL
$133B
67 280 213 8.67%