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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Sep ‘13
GPC icon
76
Genuine Parts
GPC
$18.7B
49 237 188 67.7%
MAR icon
77
Marriott International
MAR
$91B
49 164 115 730%
PPG icon
78
PPG Industries
PPG
$25.8B
49 256 207 38.9%
USB icon
79
US Bancorp
USB
$100B
49 426 377 75.7%
SBAC icon
80
SBA Communications
SBAC
$19.4B
48 153 105 127%
COF icon
81
Capital One
COF
$135B
48 279 231 219%
IEF icon
82
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
47 92 45 9%
BWA icon
83
BorgWarner
BWA
$14.1B
46 188 142 55.1%
WAT icon
84
Waters Corp
WAT
$40.6B
46 170 124 289%
PEP icon
85
PepsiCo
PEP
$188B
46 655 609 73.3%
CCL icon
86
Carnival Corporation Ltd
CCL
$37.9B
45 178 133 15.3%
BND icon
87
Vanguard Total Bond Market
BND
$161B
45 131 86 10.7%
CCI icon
88
Crown Castle
CCI
$31.4B
45 177 132 1.14%
PSA icon
89
Public Storage
PSA
$60.7B
43 192 149 103%
BSX icon
90
Boston Scientific
BSX
$74.1B
43 177 134 336%
PH icon
91
Parker-Hannifin
PH
$135B
43 205 162 881%
TCOM icon
92
Trip.com Group
TCOM
$29.1B
43 76 33 58.5%
CFR icon
93
Cullen/Frost Bankers
CFR
$10.3B
43 119 76 136%
SBUX icon
94
Starbucks
SBUX
$121B
42 366 324 175%
ECL icon
95
Ecolab
ECL
$79.6B
41 286 245 187%
AFG icon
96
American Financial Group
AFG
$12B
40 112 72 168%
CTSH icon
97
Cognizant
CTSH
$26.3B
40 261 221 42.4%
SWK icon
98
Stanley Black & Decker
SWK
$15.7B
39 202 163 14.9%
EOG icon
99
EOG Resources
EOG
$75B
39 282 243 69%
PRU icon
100
Prudential Financial
PRU
$42.2B
39 247 208 56.9%