Ranking for CW36 / 2020 / Preview. What a busy week! September is here so it’s time for another rebalance. Read on to see this week’s changes!
-
Sold:
- MANH
- JOUT
- NYT
- DISH (all no longer in top 20%)
-
Rebalancing / Add:
- APAM
- ASGN
- CDNS
- BC
- FND
- IDXX
- NSP
- PII
- PYPL
- TER
- WST
-
Bought:
- ETSY (Etsy Inc (S&P 400))
| Symbol | Name | Index | Sector | MC | Dist to 52w High | pct |
|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | S&P 500 | Technology | 2.26T | -0.029 | 0.048 |
| WST | West Pharmaceutical Services, Inc. | S&P 500 | Healthcare | 20.7B | -0.012 | 0.043 |
| CDNS | Cadence Design Systems, Inc. | S&P 500 | Technology | 31.35B | -0.027 | 0.041 |
| IDXX | IDEXX Laboratories, Inc. | S&P 500 | Healthcare | 33.66B | -0.041 | 0.041 |
| MAS | Masco Corporation | S&P 500 | Basic Materials | 15.33B | -0.03 | 0.041 |
| APAM | Artisan Partners Asset Management Inc. | Barrons 400 | Financial Services | 3.07B | -0.029 | 0.039 |
| PYPL | PayPal Holdings, Inc. | S&P 500 | Financial Services | 243.65B | -0.027 | 0.038 |
| ASGN | ASGN Incorporated | S&P 400 | Industrials | 3.83B | -0.04 | 0.037 |
| FND | Floor & Decor Holdings, Inc. | Barrons 400 | Consumer Cyclical | 7.73B | -0.022 | 0.036 |
| TSCO | Tractor Supply Company | S&P 500 | Consumer Cyclical | 17.48B | -0.043 | 0.035 |
| SPSC | SPS Commerce, Inc. | Barrons 400 | Technology | 2.84B | -0.035 | 0.034 |
| EBAY | eBay Inc. | S&P 500 | Consumer Cyclical | 38.14B | -0.103 | 0.033 |
| PDCO | Patterson Companies, Inc. | S&P 400 | Healthcare | 2.73B | -0.02 | 0.032 |
| PII | Polaris Inc. | S&P 400 | Consumer Cyclical | 6.26B | -0.084 | 0.032 |
| TER | Teradyne, Inc. | S&P 400 | Technology | 14.25B | -0.091 | 0.032 |
| NSP | Insperity, Inc. | S&P 400 | Industrials | 2.65B | -0.374 | 0.031 |
| CMG | Chipotle Mexican Grill, Inc. | S&P 500 | Consumer Cyclical | 37.56B | -0.029 | 0.031 |
| FCX | Freeport-McMoRan Inc. | S&P 500 | Basic Materials | 23.19B | -0.028 | 0.03 |
| VEEV | Veeva Systems Inc. | Barrons 400 | Technology | 43.63B | -0.04 | 0.03 |
| FSLR | First Solar, Inc. | S&P 400 | Technology | 8.19B | -0.064 | 0.03 |
| ABMD | Abiomed, Inc. | S&P 500 | Healthcare | 13.85B | -0.036 | 0.029 |
| BC | Brunswick Corporation | S&P 400 | Consumer Cyclical | 4.99B | -0.164 | 0.028 |
| LPX | Louisiana-Pacific Corporation | S&P 400 | Basic Materials | 3.75B | -0.041 | 0.027 |
| DHI | D.R. Horton, Inc. | S&P 500 | Consumer Cyclical | 26.36B | -0.079 | 0.026 |
| YETI | YETI Holdings, Inc. | Barrons 400 | Consumer Cyclical | 4.62B | -0.066 | 0.026 |
| MTH | Meritage Homes Corporation | Barrons 400 | Consumer Cyclical | 3.68B | -0.102 | 0.024 |
| LGIH | LGI Homes, Inc. | Barrons 400 | Consumer Cyclical | 2.88B | -0.097 | 0.022 |
| HZO | MarineMax, Inc. | Barrons 400 | Consumer Cyclical | 645.82M | -0.137 | 0.021 |
| FOXF | Fox Factory Holding Corp. | Barrons 400 | Consumer Cyclical | 4.15B | -0.111 | 0.021 |
| SQ | Square, Inc. | Barrons 400 | Technology | 74.6B | -0.064 | 0.021 |
| OLLI | Ollie’s Bargain Outlet Holdings, Inc. | S&P 400 | Consumer Defensive | 6.33B | -0.151 | 0.02 |
| ETSY | Etsy, Inc. | S&P 400 | Consumer Cyclical | 15.85B | -0.154 | 0.018 |
| cash | Cash | Cash | Cash | – | 0 | 0.003 |
Portfolio distribution:
pie title Sector Distribution
"Consumer Cyclical" : 35.3
"Technology" : 23.5
"Healthcare" : 14.5
"Basic Materials" : 9.8
"Financial Services" : 7.8
"Industrials" : 6.8
"Consumer Defensive" : 2
"Cash" : 0.3
pie title Index Distribution
"S&P 500" : 43.6
"S&P 400" : 28.8
"Barrons 400" : 27.3
"Cash" : 0.3