Discover High Conviction Stocks by Combining Portfolios of Leading Funds

This model portfolio was created by combining the holdings of funds with similar investing strategies and identifying the stocks that are the most widely held amongst the funds. In mathematical terms, this is union of the set of stocks held by each fund except that we add an additional attibute to each stock which is the count of funds that hold it. We also provide some additional attributes such as the change in the most recent quarter. We find that this is a useful way of identifying investment ideas, as it leverages the "wisdom of the crowds" where "crowds" is the investment research teams at the funds.

For best results, we recommend prioritizing stocks that are being accumulated by fund, rather than the stocks that are most widely held, as this is more likely to provide an early entry into a stock that is becoming popular.

This table shows a list of securities, sorted by institutional popularity. To create this list, we examine the most recent quarter's fund filings. From these filings, we count how many institutions hold each security, how many institutions held the security in the prior quarter, and display the difference.

Symbol Company Current Shares (x1000) Change in Shares (x1000) Change in Shares (%) Prior Owners Current Owners Change in Owners
2,617 59 2.30 14 13 -1
1,122 -91 -7.51 11 12 1
544 34 6.73 11 11 0
2,276 143 6.70 11 11 0
429 27 6.83 9 10 1
1,532 104 7.31 10 10 0
305 43 16.53 2 10 8
118 -0 -0.15 10 10 0
322 22 7.32 10 10 0
958 55 6.04 9 10 1
321 34 11.84 10 10 0
123 6 5.33 10 10 0
273 6 2.09 10 10 0
1,355 66 5.11 12 10 -2
33 10 41.64 8 9 1
171 26 17.63 9 9 0
201 31 17.94 8 9 1
617 33 5.69 9 9 0
187 8 4.74 10 9 -1
1,831 53 2.97 9 9 0
202 4 2.12 8 8 0
422 18 4.34 8 8 0
164 13 8.35 8 8 0
153 -17 -10.09 8 8 0
370 53 16.75 8 8 0
423 30 7.66 8 8 0
108 1 0.99 8 8 0
647 53 8.99 8 8 0
676 32 4.94 8 8 0
279 55 24.62 8 8 0
384 25 6.84 8 8 0
697 38 5.83 8 8 0
127 -29 -18.39 6 8 2
96 2 2.52 8 8 0
646 45 7.53 8 8 0
195 12 6.50 8 8 0
104 -25 -19.76 8 8 0
111 4 4.18 8 8 0
203 18 9.89 8 8 0
343 223 184.94 6 8 2
481 38 8.54 8 8 0
479 109 29.31 7 8 1
694 51 7.92 8 8 0
386 159 70.04 8 8 0
364 28 8.26 8 8 0
254 8 3.11 8 8 0
628 117 22.92 8 8 0
197 -23 -10.37 7 8 1
86 -98 -53.12 8 8 0
708 43 6.42 9 8 -1
594 37 6.59 8 8 0
518 35 7.31 9 8 -1
212 2 0.74 8 8 0
688 35 5.41 8 8 0
449 110 32.64 7 7 0
191 -15 -7.07 7 7 0
264 24 9.86 7 7 0
827 34 4.31 7 7 0
222 8 3.54 7 7 0
281 12 4.36 8 7 -1
686 166 31.90 7 7 0
388 31 8.64 8 7 -1
156 6 3.98 9 7 -2
128 6 5.18 8 7 -1
59 4 6.95 7 7 0
145 10 7.77 7 7 0
74 15 24.67 8 7 -1
155 7 4.49 7 7 0
85 4 4.41 8 7 -1
92 5 5.23 7 7 0
425 25 6.32 2 7 5
944 202 27.19 7 7 0
239 18 8.20 7 7 0
982 80 8.81 6 7 1
660 61 10.16 7 7 0
196 10 5.33 8 7 -1
460 23 5.23 8 7 -1
395 29 7.92 8 7 -1
302 21 7.32 7 7 0
59 -1 -1.16 6 7 1
448 21 4.82 8 7 -1
463 26 5.99 8 7 -1
257 17 6.86 8 7 -1
172 12 7.43 6 7 1
279 -8 -2.87 7 7 0
108 -1 -0.63 6 6 0
298 73 32.11 7 6 -1
158 21 15.65 5 6 1
583 22 3.95 6 6 0
127 -17 -11.65 7 6 -1
11 2 25.78 5 6 1
84 5 6.37 7 6 -1
133 6 4.51 7 6 -1
1,549 106 7.35 6 6 0
774 53 7.36 6 6 0
13 0 1.07 6 6 0
622 196 46.09 7 6 -1
654 44 7.13 7 6 -1
104 11 11.50 6 6 0
614 37 6.48 6 6 0
394 65 19.63 6 6 0
307 16 5.50 6 6 0
273 19 7.64 7 6 -1
39 -9 -19.05 7 6 -1
142 10 7.58 6 6 0
48 -3 -6.39 6 6 0
182 12 7.04 7 6 -1
280 35 14.17 5 6 1
69 10 17.23 6 6 0
306 18 6.41 7 6 -1
118 9 7.90 6 6 0
138 29 26.16 6 6 0
97 47 95.85 6 6 0
279 20 7.70 7 6 -1
36 2 5.72 5 6 1
72 6 8.48 6 6 0
106 14 15.00 7 6 -1
113 4 3.71 6 6 0
121 -11 -8.54 6 6 0
232 16 7.55 6 6 0
36 3 10.49 5 6 1
162 13 8.44 6 6 0
78 8 11.51 6 6 0
92 3 3.70 7 6 -1
262 37 16.60 6 6 0
164 10 6.34 6 6 0
2,016 140 7.49 7 6 -1
604 25 4.33 6 6 0
93 33 55.87 6 6 0
152 12 8.74 7 6 -1
20 2 8.32 6 6 0
104 10 10.50 6 6 0
11 1 7.57 4 5 1
131 3 2.21 6 5 -1
189 12 6.52 6 5 -1
41 -1 -1.38 4 5 1
112 -37 -24.68 5 5 0
117 12 11.79 4 5 1
32 2 6.62 5 5 0
199 94 88.70 5 5 0
122 2 1.83 5 5 0
291 23 8.62 5 5 0
1,283 100 8.47 6 5 -1
93 9 11.34 5 5 0
5 0 5.30 5 5 0
80 6 8.76 6 5 -1
433 23 5.70 5 5 0
40 15 58.48 5 5 0
29 1 4.19 6 5 -1
111 9 8.54 5 5 0
43 3 7.17 5 5 0
585 -143 -19.62 5 5 0
24 2 8.89 4 5 1
4 0 8.06 4 5 1
1,349 108 8.73 6 5 -1
379 -0 -0.04 4 5 1
100 7 7.18 5 5 0
36 -1 -3.80 5 5 0
244 -24 -8.79 5 5 0
264 22 9.22 5 5 0
54 -0 -0.20 5 5 0
34 6 23.54 3 5 2
82 5 6.36 5 5 0
267 21 8.39 5 5 0
152 10 7.08 5 5 0
23 6 32.09 5 5 0
51 -2 -4.22 5 5 0
95 -4 -3.74 5 5 0
51 4 8.29 6 5 -1
105 8 8.61 5 5 0
67 4 6.77 5 5 0
3 -0 -9.27 5 5 0
393 34 9.50 5 5 0
132 20 17.68 5 5 0
239 15 6.51 5 5 0
86 -0 -0.27 6 5 -1
144 -88 -38.06 5 5 0
42 3 7.97 4 5 1
339 33 10.68 4 5 1
150 8 5.47 5 5 0
59 5 8.45 5 5 0
454 97 27.26 6 5 -1
13 1 9.45 3 5 2
2,632 -98 -3.59 5 5 0
70 4 6.72 6 5 -1
149 13 9.32 5 5 0
603 36 6.34 5 5 0
13 0 3.92 5 5 0
89 -15 -14.53 5 5 0
20 -1 -4.28 5 5 0
123 7 6.11 5 5 0
50 3 5.41 5 5 0
102 8 8.49 5 5 0
55 2 4.73 5 5 0
58 -86 -59.71 6 5 -1
126 -44 -25.75 5 5 0
436 30 7.49 5 5 0
47 2 5.10 5 5 0
309 -3 -0.81 5 5 0
10 0 4.42 4 5 1
274 71 34.87 4 5 1
95 19 25.20 5 5 0
35 4 12.73 4 5 1
681 52 8.23 6 5 -1
168 10 6.42 5 5 0
34 2 4.79 6 5 -1
13 2 20.91 5 5 0
225 168 298.41 3 5 2
56 4 8.75 6 5 -1
2 -0 -13.76 5 5 0
135 10 7.68 5 5 0
192 14 7.78 6 5 -1
143 3 1.84 5 5 0
437 39 9.75 4 5 1
126 9 7.65 5 5 0
9 -0 -1.91 3 4 1
59 3 6.14 4 4 0
49 7 17.44 5 4 -1
38 1 1.85 4 4 0
128 -4 -3.38 4 4 0
28 -8 -21.84 4 4 0
17 -6 -26.25 4 4 0
87 6 7.98 4 4 0
7 -1 -8.34 4 4 0
34 2 4.99 5 4 -1
13 -0 -1.48 3 4 1
229 -11 -4.72 5 4 -1
213 21 10.85 5 4 -1
101 -16 -13.74 4 4 0
25 2 9.51 4 4 0
97 2 1.77 5 4 -1
1,086 270 33.06 4 4 0
71 6 9.11 5 4 -1
18 7 62.71 3 4 1
16 1 7.03 4 4 0
14 1 8.42 4 4 0
3 -1 -14.01 3 4 1
8 5 162.07 4 4 0
37 1 3.41 4 4 0
7 -0 -1.09 4 4 0
167 -9 -4.92 4 4 0
398 35 9.71 3 4 1
7 -0 -2.13 4 4 0
1,793 110 6.53 4 4 0
6 -0 -6.29 3 4 1
289 24 8.99 4 4 0
242 25 11.70 4 4 0
4 -0 -5.99 4 4 0
219 -4 -1.92 4 4 0
128 -3 -2.29 4 4 0
2,437 1,582 185.03 4 4 0
8 4 123.88 2 4 2
3 0 2.61 5 4 -1
3,145 852 37.18 4 4 0
40 1 3.61 5 4 -1
40 3 8.09 4 4 0
386 31 8.70 4 4 0
154 30 24.02 4 4 0
12 0 3.92 4 4 0
58 3 6.32 4 4 0
42 2 4.43 4 4 0
23 1 5.79 3 4 1
53 -18 -25.29 5 4 -1
36 3 9.58 4 4 0
45 1 3.23 4 4 0
2 1 104.51 4 4 0
75 9 13.97 4 4 0
35 4 12.86 3 4 1
126 9 7.52 5 4 -1
73 5 7.21 5 4 -1
30 2 8.59 4 4 0
9 1 16.26 4 4 0
64 5 8.05 4 4 0
2 -0 -0.62 4 4 0
18 1 5.33 6 4 -2
258 17 7.16 5 4 -1
4 1 28.29 3 4 1
23 2 7.69 4 4 0
57 4 8.51 4 4 0
19 2 8.92 4 4 0
18 1 3.32 4 4 0
1 0 0.00 4 4 0
11 0 1.72 4 4 0
78 8 11.98 4 4 0
352 27 8.36 4 4 0
112 47 71.33 3 4 1
7 0 1.99 4 4 0
48 2 5.44 4 4 0
445 36 8.79 4 4 0
257 -41 -13.86 3 4 1
135 8 6.44 4 4 0
173 8 5.13 4 4 0
52 -0 -0.38 3 4 1
75 -2 -2.51 4 4 0
82 4 5.18 4 4 0
3 0 0.85 5 4 -1
5 -0 -2.03 4 4 0
42 3 8.49 4 4 0
3 -0 -1.75 5 4 -1
11 0 3.02 4 4 0
14 -0 -1.20 4 4 0
132 -6 -4.12 4 4 0
36 2 6.45 4 4 0
29 1 2.96 4 4 0
23,044 -920 -3.84 4 4 0
79 -23 -22.91 6 4 -2
17 -0 -0.47 4 4 0
30 8 34.91 4 4 0
138 10 8.05 3 4 1
607 -9 -1.43 4 4 0
297 -30 -9.04 5 4 -1
348 64 22.43 4 4 0
302 20 6.94 3 4 1
95 -1 -1.24 5 4 -1
210 13 6.84 4 4 0
66 -10 -12.96 5 4 -1
2 0 16.30 3 4 1
153 13 9.62 4 4 0
70 7 11.84 4 4 0
10 0 1.10 4 4 0
46 0 1.03 4 4 0
55 4 7.13 4 4 0
1 0 17.75 4 4 0
List of Funds

This combined portfolio is comprised of holdings from the following funds:

AFFEX - AMG Funds IV - AMG Managers Fairpointe ESG Equity Fund Class I
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
EDFAX - SunAmerica Specialty Series - AIG ESG Dividend Fund A Shares
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
ESGGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
ESGS - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
GEBAX - GOLDMAN SACHS TRUST - Goldman Sachs ESG Emerging Markets Equity Fund Class A Shares
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class
GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
GSIEX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity ESG Fund Institutional
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
JHKAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG All Cap Core Fund Class A
JTQAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG International Equity Fund Class A
MASGX - MATTHEWS INTERNATIONAL FUNDS - Matthews Asia ESG Fund Investor Class Shares
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N
MIDQX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund
PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional
PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class
PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A
TIQIX - TOUCHSTONE STRATEGIC TRUST - Touchstone Global ESG Equity Fund Class Y
TPYAX - Touchstone Funds Group Trust - Touchstone International Esg Equity Fund Class A
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
VESGX - VANGUARD SPECIALIZED FUNDS - Vanguard Global ESG Select Stock Fund Admiral Shares