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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘15
EEM icon
26
iShares MSCI Emerging Markets ETF
EEM
$31.3B
103 367 264 67.6%
XOM icon
27
ExxonMobil
XOM
$661B
102 935 833 89%
NEE icon
28
NextEra Energy
NEE
$176B
102 438 336 224%
MO icon
29
Altria Group
MO
$114B
101 587 486 36.1%
APD icon
30
Air Products & Chemicals
APD
$67.7B
101 342 241 117%
TXN icon
31
Texas Instruments
TXN
$237B
100 371 271 355%
CMCSA icon
32
Comcast
CMCSA
$96.2B
98 507 409 4.04%
INTC icon
33
Intel
INTC
$462B
98 800 702 180%
DE icon
34
Deere & Co
DE
$170B
97 420 323 619%
YUM icon
35
Yum! Brands
YUM
$42.6B
96 339 243 176%
QCOM icon
36
Qualcomm
QCOM
$171B
90 704 614 132%
MSI icon
37
Motorola Solutions
MSI
$80.3B
90 203 113 628%
ORLY icon
38
O'Reilly Automotive
ORLY
$73.1B
88 256 168 526%
GLW icon
39
Corning
GLW
$127B
86 377 291 549%
PPG icon
40
PPG Industries
PPG
$25.3B
85 308 223 0.78%
CTSH icon
41
Cognizant
CTSH
$28.4B
84 339 255 1.07%
LLY icon
42
Eli Lilly
LLY
$1.1T
84 463 379 1,598%
STT icon
43
State Street
STT
$53B
83 311 228 162%
VLO icon
44
Valero Energy
VLO
$98B
81 338 257 435%
KSS icon
45
Kohl's
KSS
$2B
81 259 178 77.4%
KDP icon
46
Keurig Dr Pepper
KDP
$43.3B
80 255 175 59.4%
HSBC icon
47
HSBC
HSBC
$358B
79 200 121 178%
SYK icon
48
Stryker
SYK
$127B
79 361 282 258%
HUM icon
49
Humana
HUM
$46.8B
76 243 167 119%
CAT icon
50
Caterpillar
CAT
$373B
75 476 401 914%