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

Count

Consumer Goods

24

21
Materials

20
Energy

17
Health Care

12
Consumer Cyclical

10
NA

7
Utilities

2
Communication Services

-3
Consumer Discretionary

-8
Industrial Goods

-13
Real Estate

-20
Services

-21
Industrials

-37
Consumer Staples

-50
Information Technology

-110
Technology

-115
Financials

-169

% of total holdings

Consumer Goods

0.593
Energy

0.281
Consumer Cyclical

0.21
Industrial Goods

0.172
Communication Services

0.131

0.129
Utilities

0.097
Health Care

0.094
Industrials

0.084
NA

-0.007
Real Estate

-0.009
Consumer Staples

-0.301
Materials

-0.308
Services

-0.708
Technology

-0.96
Information Technology

-1.056
Consumer Discretionary

-1.354
Financials

-2.355