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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Sep ‘16
TMO icon
26
Thermo Fisher Scientific
TMO
$243B
128 459 331 314%
FDX icon
27
FedEx
FDX
$69B
126 443 317 67%
LMT icon
28
Lockheed Martin
LMT
$118B
126 512 386 113%
CL icon
29
Colgate-Palmolive
CL
$70.4B
120 547 427 19.1%
HD icon
30
Home Depot
HD
$290B
120 760 640 126%
C icon
31
Citigroup
C
$217B
119 525 406 174%
YUM icon
32
Yum! Brands
YUM
$39.5B
117 370 253 122%
SYK icon
33
Stryker
SYK
$106B
115 398 283 138%
GS icon
34
Goldman Sachs
GS
$261B
112 443 331 455%
FITB
35
Fifth Third Bancorp
FITB
$45.9B
111 266 155 148%
FISV
36
Fiserv Inc
FISV
$24.3B
110 340 230 8.26%
MAS icon
37
Masco
MAS
$13.6B
110 273 163 100%
NEE icon
38
NextEra Energy
NEE
$161B
110 489 379 153%
AXP icon
39
American Express
AXP
$208B
109 503 394 381%
CMCSA icon
40
Comcast
CMCSA
$73.3B
108 609 501 37.7%
INTC icon
41
Intel
INTC
$553B
107 819 712 177%
GOOG icon
42
Alphabet (Google) Class C
GOOG
$4.25T
103 765 662 795%
HIG icon
43
Hartford Financial Services
HIG
$35B
101 262 161 202%
GPN icon
44
Global Payments
GPN
$21.8B
100 224 124 7.09%
HEDJ icon
45
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.73B
100 166 66 106%
TGT icon
46
Target
TGT
$69.8B
100 497 397 124%
BA icon
47
Boeing
BA
$150B
98 564 466 44.5%
BAX icon
48
Baxter International
BAX
$12.6B
98 388 290 48.8%
NSC icon
49
Norfolk Southern
NSC
$71.4B
97 376 279 227%
AMP icon
50
Ameriprise Financial
AMP
$44.2B
96 279 183 402%