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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Jun ‘22
T icon
1
AT&T
T
$152B
1,669 1,959 290 5.82%
BDX icon
2
Becton Dickinson
BDX
$50.1B
685 1,052 367 25.5%
AAPL icon
3
Apple
AAPL
$4.91T
418 2,180 1,762 146%
BHP icon
4
BHP
BHP
$220B
235 373 138 54.4%
AGG icon
5
iShares Core US Aggregate Bond ETF
AGG
$136B
216 747 531 6.97%
LQD icon
6
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$27.6B
196 473 277 6.93%
IGSB icon
7
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
190 432 242 1.35%
VCSH icon
8
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.2B
172 579 407 1.36%
VCIT icon
9
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.7B
170 416 246 2.01%
DIS icon
10
Walt Disney
DIS
$187B
163 1,415 1,252 14.5%
ABBV icon
11
AbbVie
ABBV
$489B
162 1,321 1,159 80.5%
OGN icon
12
Organon & Co
OGN
$3.63B
159 361 202 59.1%
PFF icon
13
iShares Preferred and Income Securities ETF
PFF
$12.2B
156 459 303 10.6%
NGG icon
14
National Grid
NGG
$76.9B
155 239 84 27.6%
GE icon
15
GE Aerospace
GE
$320B
153 600 447 677%
VLUE icon
16
iShares MSCI USA Value Factor ETF
VLUE
$9.5B
142 268 126 120%
TMO icon
17
Thermo Fisher Scientific
TMO
$243B
140 966 826 21.1%
KD icon
18
Kyndryl
KD
$2.56B
136 251 115 20.1%
MA icon
19
Mastercard
MA
$516B
136 1,113 977 86.7%
FALN icon
20
iShares Fallen Angels USD Bond ETF
FALN
$1.56B
135 196 61 5.28%
XLF icon
21
State Street Financial Select Sector SPDR ETF
XLF
$51.2B
135 610 475 74%
EBAY icon
22
eBay
EBAY
$49.9B
132 406 274 169%
MINT icon
23
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$18.3B
129 334 205 1.32%
ENOV icon
24
Enovis
ENOV
$1.02B
125 164 39 67.8%
MTUM icon
25
iShares MSCI USA Momentum Factor ETF
MTUM
$20.5B
123 305 182 135%