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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Sep ‘19
DEO icon
76
Diageo
DEO
$52.8B
78 340 262 41.9%
IWO icon
77
iShares Russell 2000 Growth ETF
IWO
$13.5B
78 227 149 76.8%
IWP icon
78
iShares Russell Mid-Cap Growth ETF
IWP
$18.9B
78 220 142 90.6%
MTB icon
79
M&T Bank
MTB
$30.8B
78 257 179 35.2%
WAT icon
80
Waters Corp
WAT
$42.8B
78 240 162 95.1%
GIS icon
81
General Mills
GIS
$17.6B
76 514 438 40.4%
GM icon
82
General Motors
GM
$74.1B
76 425 349 125%
BCS icon
83
Barclays
BCS
$76.3B
75 128 53 212%
MCO icon
84
Moody's
MCO
$83.2B
75 294 219 135%
DHR icon
85
Danaher
DHR
$162B
73 587 514 80.1%
APTV icon
86
Aptiv
APTV
$9.48B
72 245 173 47.8%
HWM icon
87
Howmet Aerospace
HWM
$88.6B
72 200 128 1,014%
NXPI icon
88
NXP Semiconductors
NXPI
$58.9B
72 287 215 114%
GOOGL icon
89
Alphabet (Google) Class A
GOOGL
$4.19T
71 1,075 1,004 461%
LUV icon
90
Southwest Airlines
LUV
$19.9B
71 348 277 24.9%
MTD icon
91
Mettler-Toledo International
MTD
$32.7B
71 240 169 132%
AMAT icon
92
Applied Materials
AMAT
$331B
70 405 335 736%
AXP icon
93
American Express
AXP
$213B
70 607 537 166%
CME icon
94
CME Group
CME
$104B
69 398 329 37.4%
HPE icon
95
Hewlett Packard
HPE
$73.5B
69 290 221 265%
LPX icon
96
Louisiana-Pacific
LPX
$4.89B
69 130 61 185%
NUE icon
97
Nucor
NUE
$58.7B
69 314 245 408%
ZBH icon
98
Zimmer Biomet
ZBH
$18.1B
69 350 281 28.8%
AON icon
99
Aon
AON
$61.5B
68 287 219 49.8%
GS icon
100
Goldman Sachs
GS
$258B
68 500 432 328%