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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘23
GE icon
1
GE Aerospace
GE
$363B
1,142 1,280 138 358%
AAPL icon
2
Apple
AAPL
$4.52T
618 2,341 1,723 87.9%
INTC icon
3
Intel
INTC
$462B
430 1,223 793 168%
TIP icon
4
iShares TIPS Bond ETF
TIP
$15.1B
354 585 231 2.37%
SPY icon
5
State Street SPDR S&P 500 ETF Trust
SPY
$822B
343 1,495 1,152 87.1%
EFA icon
6
iShares MSCI EAFE ETF
EFA
$80.4B
268 754 486 52.1%
NVDA icon
7
NVIDIA
NVDA
$5.16T
253 1,364 1,111 667%
NSC icon
8
Norfolk Southern
NSC
$78.9B
253 648 395 65.7%
IWF icon
9
iShares Russell 1000 Growth ETF
IWF
$125B
243 723 480 99.5%
MRK icon
10
Merck
MRK
$386B
243 1,447 1,204 47.1%
IWD icon
11
iShares Russell 1000 Value ETF
IWD
$84.2B
233 612 379 69.6%
WBD icon
12
Warner Bros
WBD
$72.5B
216 582 366 91.4%
META icon
13
Meta Platforms (Facebook)
META
$1.45T
214 1,270 1,056 169%
MCK icon
14
McKesson
MCK
$106B
199 569 370 154%
JEF icon
15
Jefferies Financial Group
JEF
$12.1B
198 300 102 65.2%
ALL icon
16
Allstate
ALL
$65.1B
189 527 338 132%
DD icon
17
DuPont de Nemours
DD
$18.4B
184 564 380 51%
ESGU icon
18
iShares ESG Aware MSCI USA ETF
ESGU
$18.2B
184 366 182 85.5%
ADP icon
19
Automatic Data Processing
ADP
$112B
174 828 654 27%
LOW icon
20
Lowe's Companies
LOW
$120B
172 983 811 7.32%
MTUM icon
21
iShares MSCI USA Momentum Factor ETF
MTUM
$24.6B
163 347 184 117%
EFV icon
22
iShares MSCI EAFE Value ETF
EFV
$31.9B
161 377 216 70.2%
EEMV icon
23
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.64B
153 220 67 38.4%
FISV
24
Fiserv Inc
FISV
$27.9B
151 618 467 53.6%
TMO icon
25
Thermo Fisher Scientific
TMO
$232B
151 1,022 871 8.98%