Holdings by Type

Long Short Total
Stock Upgrade Upgrade Upgrade
Bond Upgrade Upgrade Upgrade
Other Upgrade Upgrade Upgrade
Total Upgrade Upgrade Upgrade
As of March 31, 2022

Top 25 Holdings

Symbol Name % Weight Price % Change
GOOGL Alphabet Inc 5.90% 2288.90 -1.38%
ROG Roche Holding AG 5.78% -- --
MSFT Microsoft Corp 5.52% 261.50 0.15%
UNH UnitedHealth Group Inc 5.37% 489.22 0.79%
ABI Anheuser-Busch InBev SA/NV 4.42% -- --
01299 AIA Group Ltd 4.35% -- --
EQNR Equinor ASA 4.18% -- --
PEP PepsiCo Inc 3.86% 175.47 1.01%
TSM Taiwan Semiconductor Manufacturing Co Ltd 3.74% 90.41 -0.60%
TMUS T-Mobile US Inc 3.42% 126.55 0.17%
FTV Fortive Corp 3.31% 58.12 -0.65%
SCHW Charles Schwab Corp 3.00% 64.04 -2.39%
DPW Deutsche Post AG 3.00% -- --
CSX CSX Corp 2.93% 33.26 -0.51%
NVDA NVIDIA Corp 2.75% 172.64 -2.50%
AMZN Amazon.com Inc 2.66% 2216.21 -1.99%
EL The Estee Lauder Companies Inc 2.43% 235.38 -2.08%
AZO AutoZone Inc 2.26% 2023.49 1.12%
DHR Danaher Corp 2.15% 246.37 -1.13%
INCY Incyte Corp 2.15% 74.51 -0.52%
IHG InterContinental Hotels Group PLC 2.13% -- --
KRZ Kerry Group PLC Class A 2.11% -- --
SIVB SVB Financial Group 2.10% 432.15 -3.81%
BX Blackstone Inc 2.09% 104.70 -2.89%
6594 Nidec Corp 2.02% -- --
As of March 31, 2022