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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Sep ‘19
CPB icon
76
Campbell Soup
CPB
$6.96B
78 211 133 50.3%
DEO icon
77
Diageo
DEO
$52.4B
78 340 262 42.3%
IWO icon
78
iShares Russell 2000 Growth ETF
IWO
$15B
78 227 149 99.6%
IWP icon
79
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
78 220 142 101%
MTB icon
80
M&T Bank
MTB
$34.9B
78 257 179 52.9%
GM icon
81
General Motors
GM
$75.2B
76 425 349 129%
GIS icon
82
General Mills
GIS
$21.3B
76 514 438 27.9%
BCS icon
83
Barclays
BCS
$91.1B
75 128 53 270%
MCO icon
84
Moody's
MCO
$89B
75 294 219 151%
DHR icon
85
Danaher
DHR
$152B
74 587 513 68.6%
HWM icon
86
Howmet Aerospace
HWM
$108B
72 200 128 1,252%
GOOGL icon
87
Alphabet (Google) Class A
GOOGL
$4.19T
72 1,075 1,003 461%
APTV icon
88
Aptiv
APTV
$9.61B
72 245 173 47%
NXPI icon
89
NXP Semiconductors
NXPI
$56.4B
72 287 215 105%
LUV icon
90
Southwest Airlines
LUV
$20.1B
71 348 277 24.1%
MTD icon
91
Mettler-Toledo International
MTD
$28.1B
71 240 169 98.9%
AMAT icon
92
Applied Materials
AMAT
$380B
70 405 335 859%
AXP icon
93
American Express
AXP
$226B
70 607 537 183%
CME icon
94
CME Group
CME
$101B
70 398 328 32.3%
NUE icon
95
Nucor
NUE
$57.4B
69 314 245 397%
LPX icon
96
Louisiana-Pacific
LPX
$5.05B
69 130 61 194%
HPE icon
97
Hewlett Packard
HPE
$71.6B
69 290 221 256%
ZBH icon
98
Zimmer Biomet
ZBH
$19.2B
69 350 281 24.5%
MU icon
99
Micron Technology
MU
$1.06T
68 361 293 2,090%
AON icon
100
Aon
AON
$75.2B
68 287 219 83.1%