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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Jun ‘17
ASH icon
1
Ashland
ASH
$3.04B
222 244 22 0.71%
LEA icon
2
Lear
LEA
$7.26B
71 231 160 2.06%
TNL icon
3
Travel + Leisure Co
TNL
$4.68B
63 218 155 68.3%
WHR icon
4
Whirlpool
WHR
$2.44B
60 268 208 80.4%
IJJ icon
5
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.87B
58 152 94 100%
NOV icon
6
NOV
NOV
$7.35B
53 252 199 37.9%
WU icon
7
Western Union
WU
$2.55B
53 229 176 57.1%
PVH icon
8
PVH
PVH
$3.87B
53 198 145 26.7%
BFH icon
9
Bread Financial
BFH
$4.29B
53 215 162 48.2%
DOX icon
10
Amdocs
DOX
$5.64B
51 161 110 17.6%
RH icon
11
RH
RH
$3.4B
50 90 40 178%
LNC icon
12
Lincoln National
LNC
$7.88B
48 262 214 39%
NWL icon
13
Newell Brands
NWL
$2.2B
40 276 236 90.3%
AGCO icon
14
AGCO
AGCO
$8.71B
39 147 108 78.4%
AAL icon
15
American Airlines Group
AAL
$9.9B
37 221 184 70.3%
LW icon
16
Lamb Weston
LW
$7.3B
37 176 139 20.6%
CAG icon
17
Conagra Brands
CAG
$7.29B
36 255 219 57.4%
SWKS icon
18
Skyworks Solutions
SWKS
$9.54B
36 282 246 33.9%
VOYA icon
19
Voya Financial
VOYA
$8.98B
36 144 108 168%
PPLI
20
People Inc
PPLI
$3.15B
36 130 94 129%
IYH icon
21
iShares US Healthcare ETF
IYH
$3.38B
35 78 43 107%
AGO icon
22
Assured Guaranty
AGO
$3.78B
33 121 88 104%
TRN icon
23
Trinity Industries
TRN
$2.95B
32 139 107 83.8%
AXS icon
24
AXIS Capital
AXS
$8.63B
32 122 90 81%
INGR icon
25
Ingredion
INGR
$6.4B
31 193 162 14.9%