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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Jun ‘24
GE icon
1
GE Aerospace
GE
$320B
1,503 1,741 238 93.9%
MMM icon
2
3M
MMM
$82.5B
1,331 1,549 218 56.5%
CVS icon
3
CVS Health
CVS
$110B
469 1,043 574 45.9%
INTC icon
4
Intel
INTC
$553B
368 1,205 837 238%
CSCO icon
5
Cisco
CSCO
$467B
362 1,502 1,140 149%
BMY icon
6
Bristol-Myers Squibb
BMY
$121B
351 1,046 695 42.4%
DIS icon
7
Walt Disney
DIS
$187B
325 1,422 1,097 8.82%
USMV icon
8
iShares MSCI USA Min Vol Factor ETF
USMV
$23.9B
320 601 281 19.7%
JNJ icon
9
Johnson & Johnson
JNJ
$630B
275 1,792 1,517 78.9%
SBUX icon
10
Starbucks
SBUX
$103B
252 1,070 818 16.6%
GOOG icon
11
Alphabet (Google) Class C
GOOG
$4.25T
219 1,780 1,561 89.7%
CMCSA icon
12
Comcast
CMCSA
$73.3B
217 1,090 873 47.2%
EFV icon
13
iShares MSCI EAFE Value ETF
EFV
$30.4B
198 453 255 47.4%
BA icon
14
Boeing
BA
$150B
186 919 733 4.59%
ESGU icon
15
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
180 373 193 42.9%
ARKK icon
16
ARK Innovation ETF
ARKK
$7.97B
175 286 111 104%
KMB icon
17
Kimberly-Clark
KMB
$32.5B
168 723 555 29.4%
EEM icon
18
iShares MSCI Emerging Markets ETF
EEM
$31B
168 538 370 56.8%
ILMN icon
19
Illumina
ILMN
$42B
159 402 243 166%
IWF icon
20
iShares Russell 1000 Growth ETF
IWF
$130B
154 770 616 40.4%
PYPL icon
21
PayPal
PYPL
$47.5B
151 752 601 4.31%
RTX icon
22
RTX Corp
RTX
$251B
146 1,071 925 85.2%
DG icon
23
Dollar General
DG
$28.1B
134 463 329 3.78%
IBB icon
24
iShares Biotechnology ETF
IBB
$10.9B
133 334 201 50.4%
FDX icon
25
FedEx
FDX
$69B
129 711 582 2.71%