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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘18
YUM icon
76
Yum! Brands
YUM
$40.9B
97 351 254 76.2%
TGT icon
77
Target
TGT
$69.9B
96 490 394 121%
CHTR icon
78
Charter Communications
CHTR
$12.7B
95 308 213 64.5%
HD icon
79
Home Depot
HD
$309B
94 911 817 73.7%
NXPI icon
80
NXP Semiconductors
NXPI
$58.2B
93 261 168 97.3%
MS icon
81
Morgan Stanley
MS
$284B
93 427 334 235%
VLO icon
82
Valero Energy
VLO
$129B
92 467 375 382%
DOV icon
83
Dover
DOV
$26.4B
91 273 182 147%
STX icon
84
Seagate
STX
$147B
90 242 152 1,003%
TPR icon
85
Tapestry
TPR
$23.9B
89 259 170 128%
NOC icon
86
Northrop Grumman
NOC
$73.2B
89 416 327 47.6%
AON icon
87
Aon
AON
$61.6B
88 263 175 107%
DD icon
88
DuPont de Nemours
DD
$17.6B
88 779 691 19.1%
KHC icon
89
The Kraft Heinz Company
KHC
$27.8B
88 494 406 62.4%
ROST icon
90
Ross Stores
ROST
$75.4B
88 317 229 203%
T icon
91
AT&T
T
$161B
88 987 899 12.6%
CLX icon
92
Clorox
CLX
$10.5B
87 367 280 35%
ALGN icon
93
Align Technology
ALGN
$10.4B
86 280 194 41.7%
EOG icon
94
EOG Resources
EOG
$82.6B
86 439 353 49.5%
SWKS icon
95
Skyworks Solutions
SWKS
$18.8B
84 314 230 20.3%
PAYX icon
96
Paychex
PAYX
$39.3B
83 400 317 79.1%
TXN icon
97
Texas Instruments
TXN
$254B
83 544 461 168%
AEP icon
98
American Electric Power
AEP
$69.1B
82 391 309 85%
GD icon
99
General Dynamics
GD
$92.8B
82 467 385 55.3%
KMB icon
100
Kimberly-Clark
KMB
$34.9B
82 565 483 4.83%