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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘23
WFC icon
26
Wells Fargo
WFC
$265B
31 796 765 134%
MU icon
27
Micron Technology
MU
$964B
29 471 442 1,314%
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.11T
29 1,401 1,372 68.3%
TM icon
29
Toyota
TM
$225B
26 144 118 33.9%
LRCX icon
30
Lam Research
LRCX
$389B
19 492 473 486%
KLAC icon
31
KLA
KLAC
$259B
19 442 423 396%
APH icon
32
Amphenol
APH
$207B
9 363 354 312%
MS icon
33
Morgan Stanley
MS
$339B
4 651 647 146%
VTI icon
34
Vanguard Morningstar Total Stock Market ETF
VTI
$690B
4 932 928 86.7%