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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Jun ‘24
GE icon
1
GE Aerospace
GE
$363B
1,502 1,740 238 120%
MMM icon
2
3M
MMM
$92.5B
1,328 1,547 219 75.5%
CVS icon
3
CVS Health
CVS
$119B
468 1,042 574 57.3%
INTC icon
4
Intel
INTC
$462B
368 1,204 836 182%
CSCO icon
5
Cisco
CSCO
$438B
360 1,501 1,141 134%
BMY icon
6
Bristol-Myers Squibb
BMY
$139B
353 1,046 693 63.5%
DIS icon
7
Walt Disney
DIS
$192B
326 1,422 1,096 12%
USMV icon
8
iShares MSCI USA Min Vol Factor ETF
USMV
$24.3B
320 601 281 20.9%
JNJ icon
9
Johnson & Johnson
JNJ
$658B
272 1,789 1,517 86.9%
SBUX icon
10
Starbucks
SBUX
$121B
250 1,068 818 35.9%
GOOG icon
11
Alphabet (Google) Class C
GOOG
$4.2T
216 1,778 1,562 87.2%
CMCSA icon
12
Comcast
CMCSA
$96.2B
215 1,089 874 30.8%
EFV icon
13
iShares MSCI EAFE Value ETF
EFV
$31.9B
198 453 255 55.7%
BA icon
14
Boeing
BA
$167B
186 919 733 16%
ESGU icon
15
iShares ESG Aware MSCI USA ETF
ESGU
$18.2B
180 373 193 40.6%
ARKK icon
16
ARK Innovation ETF
ARKK
$6.6B
175 286 111 96.5%
KMB icon
17
Kimberly-Clark
KMB
$36.9B
169 723 554 19.7%
EEM icon
18
iShares MSCI Emerging Markets ETF
EEM
$31.3B
168 538 370 57.9%
ILMN icon
19
Illumina
ILMN
$34B
159 402 243 116%
IWF icon
20
iShares Russell 1000 Growth ETF
IWF
$125B
153 769 616 33.7%
PYPL icon
21
PayPal
PYPL
$53.3B
150 751 601 7.31%
RTX icon
22
RTX Corp
RTX
$283B
148 1,072 924 109%
DG icon
23
Dollar General
DG
$27B
134 463 329 7.3%
IBB icon
24
iShares Biotechnology ETF
IBB
$10.9B
133 334 201 57.7%
MCD icon
25
McDonald's
MCD
$190B
129 1,330 1,201 5.2%