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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Dec ‘22
DIS icon
1
Walt Disney
DIS
$179B
516 1,496 980 19.5%
PYPL icon
2
PayPal
PYPL
$45.2B
468 1,039 571 25.7%
TIP icon
3
iShares TIPS Bond ETF
TIP
$14.6B
430 682 252 0.83%
BN icon
4
Brookfield
BN
$84.5B
427 492 65 80.5%
VZ icon
5
Verizon
VZ
$193B
401 1,401 1,000 17.9%
WBD icon
6
Warner Bros
WBD
$77.3B
391 694 303 225%
CRM icon
7
Salesforce
CRM
$192B
384 1,000 616 75.9%
GLD icon
8
SPDR Gold Trust
GLD
$148B
343 780 437 136%
MMM icon
9
3M
MMM
$87.3B
285 934 649 68.8%
XPO icon
10
XPO
XPO
$20.8B
265 309 44 434%
FNF icon
11
Fidelity National Financial
FNF
$11.4B
255 381 126 13.1%
VCSH icon
12
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.4B
229 600 371 3.43%
MDT icon
13
Medtronic
MDT
$116B
227 908 681 16.8%
PFF icon
14
iShares Preferred and Income Securities ETF
PFF
$12.7B
213 465 252 1.31%
MINT icon
15
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.8B
201 346 145 2.05%
BSV icon
16
Vanguard Short-Term Bond ETF
BSV
$46.2B
196 542 346 1.93%
FDX icon
17
FedEx
FDX
$70B
189 651 462 70.9%
LOW icon
18
Lowe's Companies
LOW
$110B
177 935 758 1.59%
GILD icon
19
Gilead Sciences
GILD
$189B
175 736 561 77.8%
ADP icon
20
Automatic Data Processing
ADP
$107B
173 825 652 12.9%
ADBE icon
21
Adobe
ADBE
$94.7B
161 951 790 29.2%
MCK icon
22
McKesson
MCK
$104B
161 531 370 138%
BA icon
23
Boeing
BA
$156B
157 778 621 3.8%
UHAL icon
24
U-Haul Holding Co
UHAL
$12.1B
156 163 7 3.12%
DD icon
25
DuPont de Nemours
DD
$17.8B
155 509 354 53%