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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Jun ‘24
MMM icon
1
3M
MMM
$94B
1,326 1,545 219 78.3%
CVS icon
2
CVS Health
CVS
$125B
469 1,041 572 65.4%
BMY icon
3
Bristol-Myers Squibb
BMY
$131B
358 1,046 688 54.3%
DIS icon
4
Walt Disney
DIS
$180B
330 1,421 1,091 4.11%
USMV icon
5
iShares MSCI USA Min Vol Factor ETF
USMV
$24.1B
319 599 280 18.9%
SBUX icon
6
Starbucks
SBUX
$120B
252 1,068 816 35%
CMCSA icon
7
Comcast
CMCSA
$88.4B
219 1,089 870 36.4%
EFV icon
8
iShares MSCI EAFE Value ETF
EFV
$29.4B
197 451 254 54.6%
BA icon
9
Boeing
BA
$189B
186 918 732 31.7%
ESGU icon
10
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
178 371 193 41.5%
EEM icon
11
iShares MSCI Emerging Markets ETF
EEM
$29.2B
169 538 369 52.3%
KMB icon
12
Kimberly-Clark
KMB
$37B
169 723 554 19.6%
ILMN icon
13
Illumina
ILMN
$28.6B
158 401 243 81.7%
IWF icon
14
iShares Russell 1000 Growth ETF
IWF
$127B
154 769 615 35.9%
PYPL icon
15
PayPal
PYPL
$50.2B
151 751 600 1.17%
DG icon
16
Dollar General
DG
$28B
135 463 328 4.08%
MCD icon
17
McDonald's
MCD
$195B
129 1,328 1,199 7.67%
FDX icon
18
FedEx
FDX
$74.2B
128 710 582 4.59%
VNQ icon
19
Vanguard Real Estate ETF
VNQ
$39.2B
128 688 560 18%
DVY icon
20
iShares Select Dividend ETF
DVY
$23.6B
127 474 347 34%
T icon
21
AT&T
T
$160B
126 1,062 936 21.9%
SDY icon
22
State Street SPDR S&P Dividend ETF
SDY
$23.8B
124 452 328 23.8%
QCOM icon
23
Qualcomm
QCOM
$165B
121 1,135 1,014 20.9%
WY icon
24
Weyerhaeuser
WY
$18.5B
119 411 292 9.4%
TIP icon
25
iShares TIPS Bond ETF
TIP
$14.5B
118 459 341 0.16%