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

Count

37
Consumer Goods

31
Energy

28
Materials

24
NA

14
Consumer Cyclical

8
Industrials

6
Industrial Goods

1
Real Estate

-6
Health Care

-10
Utilities

-12
Communication Services

-15
Consumer Discretionary

-32
Consumer Staples

-34
Services

-67
Information Technology

-87
Technology

-158
Financials

-232

% of total holdings

Consumer Goods

0.492
Industrial Goods

0.304
Consumer Staples

0.265
Consumer Cyclical

0.199
Energy

0.08
Communication Services

0.052
Health Care

0.018

-0.012
NA

-0.034
Industrials

-0.086
Real Estate

-0.144
Materials

-0.156
Utilities

-0.167
Consumer Discretionary

-0.825
Services

-1.059
Information Technology

-1.509
Technology

-1.721
Financials

-2.378