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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Jun ‘17
ASH icon
1
Ashland
ASH
$3.1B
222 244 22 2.58%
LEA icon
2
Lear
LEA
$7.4B
71 231 160 4.01%
TNL icon
3
Travel + Leisure Co
TNL
$4.7B
63 218 155 69.2%
WHR icon
4
Whirlpool
WHR
$2.52B
60 268 208 79.7%
IJJ icon
5
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.91B
58 152 94 101%
NOV icon
6
NOV
NOV
$7.24B
53 252 199 38.7%
WU icon
7
Western Union
WU
$2.57B
53 229 176 56.7%
BFH icon
8
Bread Financial
BFH
$4.25B
53 215 162 48.6%
PVH icon
9
PVH
PVH
$3.96B
53 198 145 24.9%
DOX icon
10
Amdocs
DOX
$5.86B
51 161 110 14.4%
RH icon
11
RH
RH
$3.41B
50 90 40 180%
LNC icon
12
Lincoln National
LNC
$7.96B
48 262 214 38.4%
NWL icon
13
Newell Brands
NWL
$2.21B
40 276 236 90.3%
AGCO icon
14
AGCO
AGCO
$8.87B
39 147 108 81.7%
LW icon
15
Lamb Weston
LW
$7.42B
37 176 139 22.5%
AAL icon
16
American Airlines Group
AAL
$9.8B
37 221 184 70.6%
VOYA icon
17
Voya Financial
VOYA
$9.01B
36 144 108 169%
CAG icon
18
Conagra Brands
CAG
$7.44B
36 255 219 56.5%
PPLI
19
People Inc
PPLI
$3.16B
36 130 94 130%
SWKS icon
20
Skyworks Solutions
SWKS
$9.6B
36 282 246 33.4%
IYH icon
21
iShares US Healthcare ETF
IYH
$3.46B
35 78 43 111%
AGO icon
22
Assured Guaranty
AGO
$3.78B
33 121 88 104%
AXS icon
23
AXIS Capital
AXS
$8.78B
32 122 90 84.1%
TRN icon
24
Trinity Industries
TRN
$2.98B
32 139 107 85.5%
INGR icon
25
Ingredion
INGR
$6.52B
31 193 162 13.3%