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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘20
DD icon
26
DuPont de Nemours
DD
$19.5B
160 523 363 238%
ORLY icon
27
O'Reilly Automotive
ORLY
$74.9B
160 389 229 361%
BIP icon
28
Brookfield Infrastructure Partners
BIP
$18.1B
160 210 50 64.2%
ETN icon
29
Eaton
ETN
$178B
159 506 347 491%
KMB icon
30
Kimberly-Clark
KMB
$36.1B
152 649 497 15.1%
BIIB icon
31
Biogen
BIIB
$30.1B
150 476 326 35.6%
DVY icon
32
iShares Select Dividend ETF
DVY
$23.7B
146 408 262 121%
CTSH icon
33
Cognizant
CTSH
$26.4B
145 405 260 26.1%
YUM icon
34
Yum! Brands
YUM
$39.5B
141 400 259 111%
XLY icon
35
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
141 341 200 143%
CI icon
36
Cigna
CI
$72.4B
141 488 347 54.6%
IWD icon
37
iShares Russell 1000 Value ETF
IWD
$84B
140 448 308 160%
EBAY icon
38
eBay
EBAY
$47.2B
140 390 250 253%
RSP icon
39
Invesco S&P 500 Equal Weight ETF
RSP
$99.4B
139 323 184 163%
CL icon
40
Colgate-Palmolive
CL
$73.6B
139 637 498 39.1%
FLOT icon
41
iShares Floating Rate Bond ETF
FLOT
$10.5B
133 253 120 4.47%
XLI icon
42
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
131 306 175 215%
PFE icon
43
Pfizer
PFE
$152B
130 1,120 990 14%
BMY icon
44
Bristol-Myers Squibb
BMY
$130B
130 950 820 14.1%
DE icon
45
Deere & Co
DE
$167B
128 502 374 347%
PEP icon
46
PepsiCo
PEP
$189B
128 1,110 982 15.2%
IVW icon
47
iShares S&P 500 Growth ETF
IVW
$76.9B
126 393 267 241%
EMR icon
48
Emerson Electric
EMR
$91.7B
125 596 471 245%
GLW icon
49
Corning
GLW
$137B
125 395 270 675%
MET icon
50
MetLife
MET
$61.5B
124 440 316 217%