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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘14
VOD icon
1
Vodafone
VOD
$37.3B
575 618 43 56.2%
DOV icon
2
Dover
DOV
$27.2B
449 520 71 206%
IBM icon
3
IBM
IBM
$221B
373 910 537 27.3%
XOM icon
4
ExxonMobil
XOM
$661B
353 995 642 64.5%
OKE icon
5
Oneok
OKE
$57.8B
291 361 70 54.8%
LBTYA icon
6
Liberty Global Class A
LBTYA
$3.68B
225 262 37 68.6%
MMM icon
7
3M
MMM
$92.5B
180 665 485 58.1%
GLW icon
8
Corning
GLW
$127B
170 410 240 607%
MDLZ icon
9
Mondelez International
MDLZ
$80.4B
165 487 322 82.3%
ABBV icon
10
AbbVie
ABBV
$470B
163 656 493 417%
AXP icon
11
American Express
AXP
$227B
158 541 383 273%
EEM icon
12
iShares MSCI Emerging Markets ETF
EEM
$31.3B
143 383 240 64%
ITW icon
13
Illinois Tool Works
ITW
$80.2B
142 391 249 246%
PSX icon
14
Phillips 66
PSX
$94.5B
142 451 309 207%
CAT icon
15
Caterpillar
CAT
$373B
142 524 382 716%
TXN icon
16
Texas Instruments
TXN
$237B
140 344 204 451%
ORCL icon
17
Oracle
ORCL
$417B
136 676 540 254%
RTX icon
18
RTX Corp
RTX
$283B
134 620 486 186%
LOW icon
19
Lowe's Companies
LOW
$120B
131 433 302 339%
STT icon
20
State Street
STT
$53B
131 331 200 177%
GD icon
21
General Dynamics
GD
$102B
124 324 200 246%
STWD icon
22
Starwood Property Trust
STWD
$5.97B
122 170 48 31.7%
BNY
23
Bank of New York Mellon
BNY
$111B
120 339 219 364%
EMR icon
24
Emerson Electric
EMR
$86.4B
116 546 430 132%
ADP icon
25
Automatic Data Processing
ADP
$112B
112 459 347 317%