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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Jun ‘17
ASH icon
1
Ashland
ASH
$3.11B
222 244 22 3.03%
LEA icon
2
Lear
LEA
$7.43B
71 231 160 4.33%
TNL icon
3
Travel + Leisure Co
TNL
$4.71B
63 218 155 69.6%
WHR icon
4
Whirlpool
WHR
$2.54B
60 268 208 79.6%
IJJ icon
5
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.93B
58 152 94 101%
NOV icon
6
NOV
NOV
$7.33B
53 252 199 38%
WU icon
7
Western Union
WU
$2.59B
53 229 176 56.5%
BFH icon
8
Bread Financial
BFH
$4.26B
53 215 162 48.5%
PVH icon
9
PVH
PVH
$3.92B
53 198 145 25.7%
DOX icon
10
Amdocs
DOX
$5.82B
51 161 110 14.9%
RH icon
11
RH
RH
$3.46B
50 90 40 183%
LNC icon
12
Lincoln National
LNC
$7.97B
48 262 214 38.4%
NWL icon
13
Newell Brands
NWL
$2.24B
40 276 236 90.2%
AGCO icon
14
AGCO
AGCO
$8.98B
39 147 108 84%
AAL icon
15
American Airlines Group
AAL
$9.91B
37 221 184 70.3%
LW icon
16
Lamb Weston
LW
$7.48B
37 176 139 23.6%
CAG icon
17
Conagra Brands
CAG
$7.45B
36 255 219 56.5%
PPLI
18
People Inc
PPLI
$3.17B
36 130 94 131%
SWKS icon
19
Skyworks Solutions
SWKS
$9.57B
36 282 246 33.7%
VOYA icon
20
Voya Financial
VOYA
$9.01B
36 144 108 169%
IYH icon
21
iShares US Healthcare ETF
IYH
$3.48B
35 78 43 112%
AGO icon
22
Assured Guaranty
AGO
$3.82B
33 121 88 107%
TRN icon
23
Trinity Industries
TRN
$3B
32 139 107 87%
AXS icon
24
AXIS Capital
AXS
$8.81B
32 122 90 84.8%
GEF icon
25
Greif
GEF
$4.67B
31 85 54 47.2%