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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Jun ‘17
ASH icon
1
Ashland
ASH
$3.08B
222 244 22 1.99%
LEA icon
2
Lear
LEA
$7.31B
71 231 160 2.73%
TNL icon
3
Travel + Leisure Co
TNL
$4.68B
63 218 155 68.3%
WHR icon
4
Whirlpool
WHR
$2.53B
60 268 208 79.6%
IJJ icon
5
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.91B
58 152 94 101%
NOV icon
6
NOV
NOV
$7.3B
53 252 199 38.3%
PVH icon
7
PVH
PVH
$3.95B
53 198 145 25.2%
WU icon
8
Western Union
WU
$2.59B
53 229 176 56.5%
BFH icon
9
Bread Financial
BFH
$4.26B
53 215 162 48.5%
DOX icon
10
Amdocs
DOX
$5.8B
51 161 110 15.3%
RH icon
11
RH
RH
$3.5B
50 90 40 186%
LNC icon
12
Lincoln National
LNC
$7.92B
48 262 214 38.7%
NWL icon
13
Newell Brands
NWL
$2.26B
40 276 236 90.1%
AGCO icon
14
AGCO
AGCO
$8.86B
39 147 108 81.5%
LW icon
15
Lamb Weston
LW
$7.41B
37 176 139 22.4%
AAL icon
16
American Airlines Group
AAL
$9.91B
37 221 184 70.3%
CAG icon
17
Conagra Brands
CAG
$7.4B
36 255 219 56.7%
SWKS icon
18
Skyworks Solutions
SWKS
$9.67B
36 282 246 33%
VOYA icon
19
Voya Financial
VOYA
$9B
36 144 108 169%
PPLI
20
People Inc
PPLI
$3.21B
36 130 94 134%
IYH icon
21
iShares US Healthcare ETF
IYH
$3.45B
35 78 43 111%
AGO icon
22
Assured Guaranty
AGO
$3.82B
33 121 88 107%
TRN icon
23
Trinity Industries
TRN
$2.97B
32 139 107 85.1%
AXS icon
24
AXIS Capital
AXS
$8.76B
32 122 90 83.7%
RHI icon
25
Robert Half
RHI
$4.12B
31 180 149 16.1%