Half year buys/adds net of sells/reductions (reported so far)

Count

Materials

59
Health Care

17
Consumer Cyclical

15
Industrials

13
Utilities

11
Industrial Goods

4
Real Estate

3
NA

1

-2
Communication Services

-5
Energy

-11
Consumer Goods

-12
Services

-15
Consumer Staples

-45
Consumer Discretionary

-65
Information Technology

-107
Technology

-111
Financials

-167

% of total holdings

Health Care

0.266

0.18
Consumer Staples

0.152
Utilities

0.042
Consumer Cyclical

0.003
Communication Services

-0.009
Real Estate

-0.026
Materials

-0.033
NA

-0.128
Energy

-0.171
Industrial Goods

-0.242
Industrials

-0.329
Consumer Discretionary

-0.504
Services

-0.762
Consumer Goods

-0.966
Information Technology

-1.376
Financials

-1.541
Technology

-1.593