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

Count

Materials

57

Health Care

20

Consumer Cyclical

14

Industrials

13

Utilities

10

Industrial Goods

4

Real Estate

3

NA

1

Communication Services

0

-1

Consumer Goods

-13

Energy

-15

Services

-15

Consumer Staples

-47

Consumer Discretionary

-64

Information Technology

-105

Technology

-105

Financials

-146

% of total holdings

Health Care

0.298

0.191

Consumer Staples

0.15

Utilities

0.037

Communication Services

0.007

Consumer Cyclical

0.001

Real Estate

-0.026

Materials

-0.074

NA

-0.128

Energy

-0.197

Industrial Goods

-0.24

Industrials

-0.357

Consumer Discretionary

-0.523

Services

-0.747

Consumer Goods

-0.959

Information Technology

-1.336

Financials

-1.38

Technology

-1.601