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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘15
YUM icon
26
Yum! Brands
YUM
$39.7B
96 339 243 157%
DE icon
27
Deere & Co
DE
$164B
96 419 323 595%
QCOM icon
28
Qualcomm
QCOM
$170B
90 704 614 134%
MSI icon
29
Motorola Solutions
MSI
$76.5B
90 203 113 593%
ORLY icon
30
O'Reilly Automotive
ORLY
$74.6B
88 256 168 540%
GLW icon
31
Corning
GLW
$136B
86 377 291 596%
PPG icon
32
PPG Industries
PPG
$25.7B
85 308 223 2.4%
CTSH icon
33
Cognizant
CTSH
$26.3B
84 339 255 6.54%
STT icon
34
State Street
STT
$51.3B
83 311 228 154%
KDP icon
35
Keurig Dr Pepper
KDP
$39.9B
80 255 175 62.7%
VLO icon
36
Valero Energy
VLO
$90.7B
80 337 257 395%
SYK icon
37
Stryker
SYK
$133B
79 361 282 275%
HUM icon
38
Humana
HUM
$46.3B
76 243 167 117%
GIS icon
39
General Mills
GIS
$19.9B
75 426 351 34.2%
TRV icon
40
Travelers Companies
TRV
$78.3B
73 383 310 247%
SPG icon
41
Simon Property Group
SPG
$71.5B
73 277 204 12.7%
BWA icon
42
BorgWarner
BWA
$14.1B
72 229 157 30.1%
PSX icon
43
Phillips 66
PSX
$86B
72 427 355 174%
PEP icon
44
PepsiCo
PEP
$188B
71 777 706 44%
BNY
45
Bank of New York Mellon
BNY
$108B
71 337 266 296%
EL icon
46
Estee Lauder
EL
$31.5B
69 235 166 4.85%
APA icon
47
APA Corp
APA
$14.4B
69 359 290 32%
AFL icon
48
Aflac
AFL
$61.1B
68 341 273 281%
CNI icon
49
Canadian National Railway
CNI
$75.7B
68 229 161 87.1%
LUV icon
50
Southwest Airlines
LUV
$22B
68 305 237 1.35%