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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘18
YUM icon
76
Yum! Brands
YUM
$41B
97 351 254 76.4%
TGT icon
77
Target
TGT
$70.1B
96 490 394 122%
CHTR icon
78
Charter Communications
CHTR
$12.6B
95 308 213 64.7%
HD icon
79
Home Depot
HD
$309B
94 911 817 73.6%
NXPI icon
80
NXP Semiconductors
NXPI
$57.8B
93 261 168 95.8%
MS icon
81
Morgan Stanley
MS
$284B
93 427 334 235%
VLO icon
82
Valero Energy
VLO
$128B
92 467 375 380%
DOV icon
83
Dover
DOV
$26.4B
91 273 182 147%
STX icon
84
Seagate
STX
$145B
90 242 152 990%
TPR icon
85
Tapestry
TPR
$23.7B
89 259 170 127%
NOC icon
86
Northrop Grumman
NOC
$73.8B
89 416 327 48.8%
AON icon
87
Aon
AON
$61.9B
88 263 175 108%
DD icon
88
DuPont de Nemours
DD
$17.6B
88 779 691 19.1%
KHC icon
89
The Kraft Heinz Company
KHC
$28B
88 494 406 62%
ROST icon
90
Ross Stores
ROST
$75.4B
88 317 229 203%
T icon
91
AT&T
T
$160B
88 987 899 13.1%
CLX icon
92
Clorox
CLX
$10.6B
87 367 280 34.5%
ALGN icon
93
Align Technology
ALGN
$10.5B
86 280 194 41.3%
EOG icon
94
EOG Resources
EOG
$82.7B
86 439 353 49.8%
SWKS icon
95
Skyworks Solutions
SWKS
$18.8B
84 314 230 20.4%
PAYX icon
96
Paychex
PAYX
$39.6B
83 400 317 80.6%
TXN icon
97
Texas Instruments
TXN
$253B
83 544 461 167%
AEP icon
98
American Electric Power
AEP
$69.3B
82 391 309 85.6%
GD icon
99
General Dynamics
GD
$93.1B
82 467 385 55.8%
KMB icon
100
Kimberly-Clark
KMB
$35.1B
82 565 483 4.13%