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

Count

Materials

58
Health Care

17
Industrials

14
Consumer Cyclical

12
Utilities

10

8
Industrial Goods

4
Real Estate

3
NA

2
Communication Services

-2
Consumer Goods

-11
Services

-15
Energy

-17
Consumer Staples

-48
Consumer Discretionary

-60
Information Technology

-102
Technology

-102
Financials

-139

% of total holdings

0.323
Health Care

0.265
Consumer Staples

0.148
Utilities

0.037
Communication Services

0.009
Real Estate

-0.026
Materials

-0.056
Consumer Cyclical

-0.077
NA

-0.113
Energy

-0.178
Industrial Goods

-0.24
Industrials

-0.386
Consumer Discretionary

-0.51
Services

-0.793
Consumer Goods

-0.927
Financials

-1.25
Information Technology

-1.315
Technology

-1.608