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

Count

Materials

33

13
Utilities

12
Consumer Cyclical

9
NA

7
Health Care

5
Real Estate

1
Industrial Goods

-4
Industrials

-5
Communication Services

-6
Services

-7
Consumer Staples

-16
Consumer Goods

-17
Energy

-23
Consumer Discretionary

-38
Information Technology

-65
Financials

-90
Technology

-121

% of total holdings

Consumer Staples

0.238
Health Care

0.074

0.042
Utilities

0.026
Consumer Cyclical

0.001
Communication Services

-0.01
Real Estate

-0.051
Industrials

-0.061
NA

-0.092
Industrial Goods

-0.092
Energy

-0.098
Materials

-0.124
Services

-0.221
Consumer Discretionary

-0.33
Financials

-0.383
Information Technology

-0.589
Consumer Goods

-0.641
Technology

-1.503