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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Jun ‘24
MMM icon
1
3M
MMM
$85.1B
1,330 1,548 218 61.4%
CVS icon
2
CVS Health
CVS
$112B
468 1,042 574 48.3%
BMY icon
3
Bristol-Myers Squibb
BMY
$128B
352 1,046 694 50.8%
DIS icon
4
Walt Disney
DIS
$180B
327 1,423 1,096 4.98%
USMV icon
5
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
320 601 281 18%
SBUX icon
6
Starbucks
SBUX
$108B
251 1,069 818 21.9%
CMCSA icon
7
Comcast
CMCSA
$81.4B
215 1,089 874 41.4%
EFV icon
8
iShares MSCI EAFE Value ETF
EFV
$31.7B
198 453 255 53.7%
BA icon
9
Boeing
BA
$159B
186 919 733 10.5%
ESGU icon
10
iShares ESG Aware MSCI USA ETF
ESGU
$18.2B
180 373 193 41.9%
KMB icon
11
Kimberly-Clark
KMB
$32.5B
169 723 554 29.3%
EEM icon
12
iShares MSCI Emerging Markets ETF
EEM
$32B
168 538 370 61.6%
ILMN icon
13
Illumina
ILMN
$36.1B
159 402 243 129%
IWF icon
14
iShares Russell 1000 Growth ETF
IWF
$129B
154 770 616 38.5%
PYPL icon
15
PayPal
PYPL
$45B
150 751 601 9.32%
DG icon
16
Dollar General
DG
$26.9B
134 463 329 7.8%
IBB icon
17
iShares Biotechnology ETF
IBB
$10.6B
133 334 201 50.9%
MCD icon
18
McDonald's
MCD
$175B
129 1,330 1,201 2.73%
VNQ icon
19
Vanguard Real Estate ETF
VNQ
$37.1B
129 689 560 12%
FDX icon
20
FedEx
FDX
$70B
128 710 582 1.35%
DVY icon
21
iShares Select Dividend ETF
DVY
$22.9B
126 474 348 30%
SDY icon
22
State Street SPDR S&P Dividend ETF
SDY
$20.8B
126 453 327 17.8%
T icon
23
AT&T
T
$174B
125 1,063 938 33.2%
TIP icon
24
iShares TIPS Bond ETF
TIP
$14.6B
121 461 340 1.03%
WY icon
25
Weyerhaeuser
WY
$15.1B
120 412 292 26%