VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Diversified Active

CIK: 0001367401 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 13, 2022

Total Value ($000): $3,275,772 (100.0% shares, 0.0% debt)

Holdings (206)

WFG WEST FRASER TIMBER CO LTD COM 3.1%
Value ($000) $102,722 Shares 998,648 Est. Cost $70.53 Unrealized +33.2%
JBL JABIL INC COM 3.1%
Value ($000) $101,220 Shares 1,639,706 Est. Cost $44.07 Unrealized +38.2%
BC BRUNSWICK CORP COM 2.8%
Value ($000) $90,813 Shares 1,122,663 Est. Cost $70.74 Unrealized +19.7%
EHC ENCOMPASS HEALTH CORP COM 2.4%
Value ($000) $78,538 Shares 1,104,443 Est. Cost $53.10 Unrealized -5.4%
HBAN HUNTINGTON BANCSHARES INC COM 2.3%
Value ($000) $74,401 Shares 5,088,990 Est. Cost $11.80 Unrealized +10.8%
FSLR FIRST SOLAR INC COM 2.2%
Value ($000) $73,613 Shares 879,070 Est. Cost $74.94 Unrealized +2.2%
ENS ENERSYS COM 2.1%
Value ($000) $68,957 Shares 924,717 Est. Cost $75.06 Unrealized -4.1%
STRA STRATEGIC ED INC COM 2.0%
Value ($000) $67,056 Shares 1,010,202 Est. Cost $71.03 Unrealized -26.3%
ANF ABERCROMBIE & FITCH CO CL A 2.0%
Value ($000) $64,899 Shares 2,028,725 Est. Cost $21.14 Unrealized +64.1%
TDC TERADATA CORP DEL COM 2.0%
Value ($000) $64,049 Shares 1,299,405 Est. Cost $29.97 Unrealized +53.0%
VNQI VANGUARD INTL EQUITY INDEX F GLB EX US ETF 1.9%
Value ($000) $63,099 Shares 1,214,600 Est. Cost $58.33 Unrealized
VNQ VANGUARD INDEX FDS REAL ESTATE ETF 1.9%
Value ($000) $62,643 Shares 578,050 Est. Cost $101.79 Unrealized
WTFC WINTRUST FINL CORP COM 1.8%
Value ($000) $59,733 Shares 642,772 Est. Cost $78.31 Unrealized +24.4%
SNBR SLEEP NUMBER CORP COM 1.7%
Value ($000) $57,175 Shares 1,127,482 Est. Cost $77.47 Unrealized -12.4%
AVB AVALONBAY CMNTYS INC COM 1.6%
Value ($000) $52,811 Shares 212,631 Est. Cost $132.30 Unrealized +60.8%
THR THERMON GROUP HLDGS INC COM 1.6%
Value ($000) $52,725 Shares 3,254,670 Est. Cost $16.90 Unrealized +2.9%
GNTX GENTEX CORP COM 1.5%
Value ($000) $47,522 Shares 1,629,154 Est. Cost $31.16 Unrealized -0.2%
CBT CABOT CORP COM 1.4%
Value ($000) $47,131 Shares 688,947 Est. Cost $45.31 Unrealized +34.3%
ARGO GROUP INTL HLDGS LTD COM 1.4%
Value ($000) $45,951 Shares 1,113,140 Est. Cost $45.07 Unrealized
KRO KRONOS WORLDWIDE INC COM 1.4%
Value ($000) $44,781 Shares 2,885,358 Est. Cost $9.93 Unrealized +20.8%
TRIP TRIPADVISOR INC COM 1.4%
Value ($000) $44,246 Shares 1,631,487 Est. Cost $31.13 Unrealized -14.4%
MWA MUELLER WTR PRODS INC COM SER A 1.3%
Value ($000) $43,851 Shares 3,394,000 Est. Cost $12.90 Unrealized -6.0%
BLACKROCK INC COM 1.3%
Value ($000) $42,603 Shares 55,751 Est. Cost $719.70 Unrealized
CSCO CISCO SYS INC COM 1.2%
Value ($000) $40,175 Shares 720,497 Est. Cost $36.51 Unrealized +37.7%
MERIDIAN BIOSCIENCE INC COM 1.2%
Value ($000) $40,088 Shares 1,544,254 Est. Cost $21.40 Unrealized
EQIX EQUINIX INC COM 1.2%
Value ($000) $39,839 Shares 53,719 Est. Cost $678.52 Unrealized -2.0%
SYY SYSCO CORP COM 1.2%
Value ($000) $38,862 Shares 475,970 Est. Cost $65.43 Unrealized +11.0%
PHYSICIANS RLTY TR COM 1.1%
Value ($000) $37,403 Shares 2,132,482 Est. Cost $17.93 Unrealized
RNR RENAISSANCERE HLDGS LTD COM 1.1%
Value ($000) $35,787 Shares 225,767 Est. Cost $157.73 Unrealized -1.5%
PEG PUBLIC SVC ENTERPRISE GRP IN COM 1.1%
Value ($000) $34,734 Shares 496,191 Est. Cost $46.24 Unrealized +25.5%
KMI KINDER MORGAN INC DEL COM 1.0%
Value ($000) $34,389 Shares 1,818,562 Est. Cost $13.43 Unrealized +5.7%
LXFR LUXFER HOLDINGS PLC SHS 1.0%
Value ($000) $33,667 Shares 2,003,961 Est. Cost $16.31 Unrealized +8.5%
MRK MERCK & CO INC COM 0.9%
Value ($000) $30,876 Shares 376,315 Est. Cost $64.57 Unrealized +8.2%
RY ROYAL BK CDA COM 0.9%
Value ($000) $30,570 Shares 222,103 Est. Cost $87.04 Unrealized +28.8%
HUDSON PAC PPTYS INC COM 0.9%
Value ($000) $30,454 Shares 1,097,447 Est. Cost $27.12 Unrealized
AMH AMERICAN HOMES 4 RENT CL A 0.9%
Value ($000) $29,530 Shares 737,737 Est. Cost $40.96 Unrealized
MSM MSC INDL DIRECT INC CL A 0.9%
Value ($000) $29,126 Shares 341,808 Est. Cost $73.76 Unrealized +9.8%
LYB LYONDELLBASELL INDUSTRIES N SHS - A - 0.9%
Value ($000) $28,834 Shares 280,438 Est. Cost $56.62 Unrealized +31.2%
PRU PRUDENTIAL FINL INC COM 0.9%
Value ($000) $28,738 Shares 243,196 Est. Cost $65.17 Unrealized +44.4%
TRITON INTL LTD CL A 0.9%
Value ($000) $28,367 Shares 404,198 Est. Cost $37.04 Unrealized
LHC GROUP INC COM 0.8%
Value ($000) $27,560 Shares 163,463 Est. Cost $140.33 Unrealized
MSFT MICROSOFT CORP COM 0.8%
Value ($000) $27,187 Shares 88,182 Est. Cost $163.98 Unrealized +77.7%
PEP PEPSICO INC COM 0.8%
Value ($000) $27,078 Shares 161,782 Est. Cost $113.33 Unrealized +31.0%
DRH DIAMONDROCK HOSPITALITY CO COM 0.8%
Value ($000) $26,840 Shares 2,657,462 Est. Cost $7.97 Unrealized
GRANITE REAL ESTATE INVT TR UNIT 99/99/9999 0.8%
Value ($000) $26,838 Shares 278,471 Est. Cost $86.58 Unrealized
INVH INVITATION HOMES INC COM 0.8%
Value ($000) $26,415 Shares 657,412 Est. Cost $20.73 Unrealized +73.1%
TRN TRINITY INDS INC COM 0.8%
Value ($000) $25,724 Shares 748,668 Est. Cost $19.58 Unrealized +33.8%
PFG PRINCIPAL FINANCIAL GROUP IN COM 0.8%
Value ($000) $25,698 Shares 350,071 Est. Cost $31.58 Unrealized +99.2%
OMC OMNICOM GROUP INC COM 0.8%
Value ($000) $25,511 Shares 300,549 Est. Cost $49.53 Unrealized +41.7%
VZ VERIZON COMMUNICATIONS INC COM 0.8%
Value ($000) $25,273 Shares 496,145 Est. Cost $36.09 Unrealized +15.0%
CAH CARDINAL HEALTH INC COM 0.8%
Value ($000) $25,202 Shares 444,494 Est. Cost $44.89 Unrealized +9.6%
PRGS PROGRESS SOFTWARE CORP COM 0.8%
Value ($000) $24,718 Shares 524,928 Est. Cost $46.55 Unrealized -3.3%
PLD PROLOGIS INC. COM 0.7%
Value ($000) $24,052 Shares 148,946 Est. Cost $67.09 Unrealized +101.9%
SUI SUN CMNTYS INC COM 0.7%
Value ($000) $23,814 Shares 135,856 Est. Cost $176.73 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN COM 0.7%
Value ($000) $23,708 Shares 117,800 Est. Cost $166.89 Unrealized -2.6%
GILD GILEAD SCIENCES INC COM 0.7%
Value ($000) $23,634 Shares 397,542 Est. Cost $53.13 Unrealized +3.8%
VICI VICI PPTYS INC COM 0.7%
Value ($000) $23,160 Shares 813,800 Est. Cost $23.15 Unrealized -2.0%
CUBE CUBESMART COM 0.6%
Value ($000) $21,282 Shares 409,039 Est. Cost $26.06 Unrealized
PPL PPL CORP COM 0.6%
Value ($000) $20,928 Shares 732,739 Est. Cost $21.90 Unrealized +12.7%
TRNO TERRENO RLTY CORP COM 0.6%
Value ($000) $20,661 Shares 279,016 Est. Cost $71.02 Unrealized
OHI OMEGA HEALTHCARE INVS INC COM 0.6%
Value ($000) $20,460 Shares 656,600 Est. Cost $29.94 Unrealized
AEO AMERICAN EAGLE OUTFITTERS IN COM 0.6%
Value ($000) $20,088 Shares 1,195,680 Est. Cost $20.04 Unrealized -5.8%
SITE CTRS CORP COM 0.6%
Value ($000) $19,871 Shares 1,189,200 Est. Cost $15.10 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $19,778 Shares 7,111 Est. Cost $82.00 Unrealized +64.4%
HIW HIGHWOODS PPTYS INC COM 0.6%
Value ($000) $19,711 Shares 430,931 Est. Cost $38.90 Unrealized
TXN TEXAS INSTRS INC COM 0.6%
Value ($000) $18,919 Shares 103,114 Est. Cost $154.81 Unrealized +1.6%
MA MASTERCARD INCORPORATED CL A 0.6%
Value ($000) $18,904 Shares 52,896 Est. Cost $279.55 Unrealized +25.8%
REXR REXFORD INDL RLTY INC COM 0.6%
Value ($000) $18,856 Shares 252,800 Est. Cost $48.66 Unrealized
DE DEERE & CO COM 0.6%
Value ($000) $18,793 Shares 45,235 Est. Cost $204.66 Unrealized +77.4%
DK DELEK US HLDGS INC NEW COM 0.6%
Value ($000) $18,399 Shares 867,070 Est. Cost $18.51 Unrealized -16.0%
WPC WP CAREY INC COM 0.5%
Value ($000) $17,963 Shares 222,200 Est. Cost $74.12 Unrealized
AMAT APPLIED MATLS INC COM 0.5%
Value ($000) $17,243 Shares 130,832 Est. Cost $80.90 Unrealized +64.2%
EXR EXTRA SPACE STORAGE INC COM 0.5%
Value ($000) $16,467 Shares 80,089 Est. Cost $106.52 Unrealized +58.6%
MRSH MARSH & MCLENNAN COS INC COM 0.5%
Value ($000) $16,401 Shares 96,242 Est. Cost $105.20 Unrealized +41.3%
HEALTHCARE RLTY TR COM 0.5%
Value ($000) $16,053 Shares 584,179 Est. Cost $31.11 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.5%
Value ($000) $15,815 Shares 6,734 Est. Cost $2121.05 Unrealized +8.4%
NKE NIKE INC CL B 0.5%
Value ($000) $15,540 Shares 115,486 Est. Cost $113.36 Unrealized +16.4%
SHO SUNSTONE HOTEL INVS INC NEW COM 0.5%
Value ($000) $15,390 Shares 1,306,484 Est. Cost $10.60 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.5%
Value ($000) $14,899 Shares 25,224 Est. Cost $501.70 Unrealized +13.2%
EL LAUDER ESTEE COS INC CL A 0.4%
Value ($000) $14,681 Shares 53,913 Est. Cost $226.50 Unrealized +24.6%
NXST NEXSTAR MEDIA GROUP INC CL A 0.4%
Value ($000) $13,850 Shares 73,478 Est. Cost $151.10 Unrealized 0.0%
IQV IQVIA HLDGS INC COM 0.4%
Value ($000) $13,837 Shares 59,849 Est. Cost $182.44 Unrealized +29.8%
CDP CORPORATE OFFICE PPTYS TR SH BEN INT 0.4%
Value ($000) $13,316 Shares 466,600 Est. Cost $27.51 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.3%
Value ($000) $10,876 Shares 82,667 Est. Cost $121.27 Unrealized -5.6%
PHI PLDT INC SPONSORED ADR 0.3%
Value ($000) $10,845 Shares 308,625 Est. Cost $25.77 Unrealized
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $10,787 Shares 127,338 Est. Cost $66.62 Unrealized +8.2%
UNP UNION PAC CORP COM 0.3%
Value ($000) $10,633 Shares 38,922 Est. Cost $174.19 Unrealized +32.4%
KRG KITE RLTY GROUP TR COM NEW 0.3%
Value ($000) $10,454 Shares 459,124 Est. Cost $21.78 Unrealized
MDT MEDTRONIC PLC SHS 0.3%
Value ($000) $10,452 Shares 94,206 Est. Cost $95.58 Unrealized -2.0%
AAPL APPLE INC COM 0.3%
Value ($000) $10,200 Shares 58,418 Est. Cost $158.23 Unrealized +4.2%
RWT REDWOOD TR INC COM 0.3%
Value ($000) $9,769 Shares 927,684 Est. Cost $14.28 Unrealized
SIGA SIGA TECHNOLOGIES INC COM 0.3%
Value ($000) $9,763 Shares 1,376,982 Est. Cost $4.85 Unrealized +1.0%
AMT AMERICAN TOWER CORP NEW COM 0.3%
Value ($000) $9,738 Shares 38,764 Est. Cost $199.89 Unrealized +7.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.3%
Value ($000) $9,572 Shares 91,806 Est. Cost $73.24 Unrealized
SRE SEMPRA COM 0.3%
Value ($000) $8,950 Shares 53,239 Est. Cost $55.19 Unrealized +14.9%
ATLAS CORP SHARES 0.3%
Value ($000) $8,323 Shares 566,958 Est. Cost $8.00 Unrealized
PTC PTC INC COM 0.3%
Value ($000) $8,289 Shares 76,952 Est. Cost $115.07 Unrealized -2.3%
APLE APPLE HOSPITALITY REIT INC COM NEW 0.2%
Value ($000) $7,219 Shares 401,700 Est. Cost $15.82 Unrealized
PK PARK HOTELS & RESORTS INC COM 0.2%
Value ($000) $7,207 Shares 369,000 Est. Cost $19.53 Unrealized
COLD AMERICOLD RLTY TR COM 0.2%
Value ($000) $6,920 Shares 248,200 Est. Cost $30.64 Unrealized
WMB WILLIAMS COS INC COM 0.2%
Value ($000) $6,590 Shares 197,258 Est. Cost $18.74 Unrealized +36.3%
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $5,878 Shares 43,122 Est. Cost $110.43 Unrealized +21.0%
AEP AMERICAN ELEC PWR CO INC COM 0.2%
Value ($000) $5,809 Shares 58,224 Est. Cost $72.96 Unrealized +8.6%
XYL XYLEM INC COM 0.2%
Value ($000) $5,702 Shares 66,874 Est. Cost $89.76 Unrealized +1.8%
LNG CHENIERE ENERGY INC COM NEW 0.2%
Value ($000) $5,272 Shares 38,027 Est. Cost $66.73 Unrealized +82.1%
V VISA INC COM CL A 0.2%
Value ($000) $5,163 Shares 23,282 Est. Cost $190.15 Unrealized +10.5%
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $4,895 Shares 17,941 Est. Cost $16.32 Unrealized +53.4%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $4,686 Shares 11,424 Est. Cost $399.89 Unrealized -1.4%
ETR ENTERGY CORP NEW COM 0.1%
Value ($000) $4,595 Shares 39,354 Est. Cost $44.17 Unrealized +7.6%
BNL BROADSTONE NET LEASE INC COM 0.1%
Value ($000) $4,420 Shares 202,900 Est. Cost $21.78 Unrealized
BNS BANK NOVA SCOTIA B C COM 0.1%
Value ($000) $4,367 Shares 39,019 Est. Cost $40.92 Unrealized +43.3%
DLR DIGITAL RLTY TR INC COM 0.1%
Value ($000) $4,316 Shares 30,439 Est. Cost $125.09 Unrealized +0.3%
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value ($000) $4,313 Shares 26,057 Est. Cost $129.05 Unrealized +13.2%
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $4,303 Shares 43,114 Est. Cost $81.28 Unrealized +1.7%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $4,076 Shares 56,475 Est. Cost $55.70 Unrealized +8.4%
CANADIAN PAC RY LTD COM 0.1%
Value ($000) $3,958 Shares 38,363 Est. Cost $122.60 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $3,826 Shares 15,469 Est. Cost $192.33 Unrealized +18.4%
EPR EPR PPTYS COM SH BEN INT 0.1%
Value ($000) $3,655 Shares 66,800 Est. Cost $54.72 Unrealized
ENB ENBRIDGE INC COM 0.1%
Value ($000) $3,640 Shares 50,634 Est. Cost $25.07 Unrealized +32.8%
PSA PUBLIC STORAGE COM 0.1%
Value ($000) $3,346 Shares 8,573 Est. Cost $281.55 Unrealized +7.0%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $3,263 Shares 38,400 Est. Cost $62.38 Unrealized +7.3%
DDOG DATADOG INC CL A COM 0.1%
Value ($000) $3,102 Shares 20,479 Est. Cost $112.11 Unrealized +30.5%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $3,069 Shares 42,019 Est. Cost $50.17 Unrealized +13.3%
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $2,968 Shares 34,717 Est. Cost $61.68 Unrealized +13.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $2,946 Shares 8,735 Est. Cost $213.96 Unrealized +48.9%
ELV ANTHEM INC COM 0.1%
Value ($000) $2,903 Shares 5,909 Est. Cost $432.66 Unrealized 0.0%
KO COCA COLA CO COM 0.1%
Value ($000) $2,888 Shares 46,575 Est. Cost $47.53 Unrealized +13.7%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $2,855 Shares 10,939 Est. Cost $236.66 Unrealized +0.3%
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value ($000) $2,824 Shares 4,044 Est. Cost $629.16 Unrealized 0.0%
CCU COMPANIA CERVECERIAS UNIDAS SPONSORED ADR 0.1%
Value ($000) $2,794 Shares 186,747 Est. Cost $17.40 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN COM 0.1%
Value ($000) $2,697 Shares 20,410 Est. Cost $97.43 Unrealized +25.8%
TRP TC ENERGY CORP COM 0.1%
Value ($000) $2,643 Shares 37,480 Est. Cost $35.42 Unrealized +21.4%
EIX EDISON INTL COM 0.1%
Value ($000) $2,637 Shares 37,612 Est. Cost $50.55 Unrealized +6.0%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $2,595 Shares 4,506 Est. Cost $500.83 Unrealized 0.0%
DLTR DOLLAR TREE INC COM 0.1%
Value ($000) $2,532 Shares 15,808 Est. Cost $141.45 Unrealized 0.0%
TSLA TESLA INC COM 0.1%
Value ($000) $2,531 Shares 2,349 Est. Cost $154.81 Unrealized +101.2%
RF REGIONS FINANCIAL CORP NEW COM 0.1%
Value ($000) $2,515 Shares 112,974 Est. Cost $19.89 Unrealized 0.0%
MOH MOLINA HEALTHCARE INC COM 0.1%
Value ($000) $2,506 Shares 7,513 Est. Cost $307.82 Unrealized 0.0%
INTERPUBLIC GROUP COS INC COM 0.1%
Value ($000) $2,503 Shares 70,599 Est. Cost $30.52 Unrealized +1.7%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $2,467 Shares 757 Est. Cost $158.79 Unrealized -2.7%
LAM RESEARCH CORP COM 0.1%
Value ($000) $2,447 Shares 4,551 Est. Cost $586.89 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $2,435 Shares 12,043 Est. Cost $143.55 Unrealized +48.6%
SO SOUTHERN CO COM 0.1%
Value ($000) $2,396 Shares 33,039 Est. Cost $52.75 Unrealized +11.3%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.1%
Value ($000) $2,386 Shares 5,236 Est. Cost $397.17 Unrealized +21.1%
FOX FOX CORP CL B COM 0.1%
Value ($000) $2,331 Shares 64,245 Est. Cost $35.20 Unrealized 0.0%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.1%
Value ($000) $2,271 Shares 6,600 Est. Cost $304.95 Unrealized 0.0%
DIS DISNEY WALT CO COM 0.1%
Value ($000) $2,214 Shares 16,139 Est. Cost $144.70 Unrealized -2.4%
LINDE PLC SHS 0.1%
Value ($000) $2,076 Shares 6,500 Est. Cost $218.00 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $2,025 Shares 17,204 Est. Cost $116.00 Unrealized -3.3%
NEM NEWMONT CORP COM 0.1%
Value ($000) $1,953 Shares 24,578 Est. Cost $50.87 Unrealized +18.0%
INTU INTUIT COM 0.1%
Value ($000) $1,901 Shares 3,953 Est. Cost $340.08 Unrealized +46.9%
NE1USD NOBLE CORP NEW SHS 0.1%
Value ($000) $1,877 Shares 53,544 Est. Cost $15.26 Unrealized
PCAR PACCAR INC COM 0.1%
Value ($000) $1,847 Shares 20,974 Est. Cost $52.42 Unrealized 0.0%
BUNGE LIMITED COM 0.1%
Value ($000) $1,844 Shares 16,642 Est. Cost $110.80 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.1%
Value ($000) $1,837 Shares 40,519 Est. Cost $43.32 Unrealized 0.0%
DOV DOVER CORP COM 0.1%
Value ($000) $1,809 Shares 11,530 Est. Cost $141.18 Unrealized +10.5%
TRGP TARGA RES CORP COM 0.1%
Value ($000) $1,741 Shares 23,064 Est. Cost $58.05 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $1,674 Shares 14,996 Est. Cost $82.46 Unrealized +8.2%
EA ELECTRONIC ARTS INC COM 0.1%
Value ($000) $1,667 Shares 13,175 Est. Cost $130.08 Unrealized -2.1%
TDW TIDEWATER INC NEW COM 0.0%
Value ($000) $1,537 Shares 70,677 Est. Cost $12.24 Unrealized +29.2%
JOE ST JOE CO COM 0.0%
Value ($000) $1,327 Shares 22,403 Est. Cost $51.72 Unrealized 0.0%
VAL VALARIS LIMITED CL A 0.0%
Value ($000) $1,283 Shares 24,692 Est. Cost $34.03 Unrealized +27.2%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $1,008 Shares 12,585 Est. Cost $88.16 Unrealized
DIAMOND OFFSHORE DRILLING IN COM 0.0%
Value ($000) $960 Shares 134,704 Est. Cost $7.13 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA COM 0.0%
Value ($000) $908 Shares 6,911 Est. Cost $129.90 Unrealized -8.5%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $903 Shares 26,300 Est. Cost $27.87 Unrealized -3.2%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $834 Shares 15,620 Est. Cost $55.04 Unrealized -2.8%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $797 Shares 3,754 Est. Cost $199.01 Unrealized +6.8%
AER AERCAP HOLDINGS NV SHS 0.0%
Value ($000) $780 Shares 15,514 Est. Cost $57.75 Unrealized +2.2%
GT GOODYEAR TIRE & RUBR CO COM 0.0%
Value ($000) $775 Shares 54,216 Est. Cost $17.75 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $574 Shares 1,126 Est. Cost $369.03 Unrealized +22.3%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $560 Shares 3,159 Est. Cost $132.97 Unrealized +14.2%
HD HOME DEPOT INC COM 0.0%
Value ($000) $554 Shares 1,849 Est. Cost $240.76 Unrealized +30.4%
O REALTY INCOME CORP COM 0.0%
Value ($000) $541 Shares 7,800 Est. Cost $55.37 Unrealized -0.1%
ABT ABBOTT LABS COM 0.0%
Value ($000) $440 Shares 3,720 Est. Cost $113.48 Unrealized +1.7%
NNN NATIONAL RETAIL PROPERTIES I COM 0.0%
Value ($000) $436 Shares 9,700 Est. Cost $43.18 Unrealized
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $393 Shares 6,092 Est. Cost $72.59 Unrealized 0.0%
NFLX NETFLIX INC COM 0.0%
Value ($000) $228 Shares 608 Est. Cost $55.03 Unrealized -24.3%
GIL GILDAN ACTIVEWEAR INC COM 0.0%
Value ($000) $148 Shares 2,526 Est. Cost $36.24 Unrealized 0.0%
BCE BCE INC COM NEW 0.0%
Value ($000) $104 Shares 1,205 Est. Cost $32.15 Unrealized +24.4%
TU TELUS CORPORATION COM 0.0%
Value ($000) $103 Shares 2,514 Est. Cost $23.05 Unrealized +7.2%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $88 Shares 74 Est. Cost $1461.21 Unrealized -25.5%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $84 Shares 231 Est. Cost $325.46 Unrealized 0.0%
APTIV PLC SHS 0.0%
Value ($000) $66 Shares 553 Est. Cost $157.32 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $66 Shares 1,963 Est. Cost $29.63 Unrealized -4.4%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $63 Shares 219 Est. Cost $193.84 Unrealized +28.2%
HPQ HP INC COM 0.0%
Value ($000) $61 Shares 1,682 Est. Cost $20.24 Unrealized +58.3%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $60 Shares 1,575 Est. Cost $24.53 Unrealized +39.1%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $58 Shares 378 Est. Cost $153.59 Unrealized 0.0%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $57 Shares 238 Est. Cost $225.88 Unrealized -3.3%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $55 Shares 1,266 Est. Cost $42.79 Unrealized +12.6%
KELLOGG CO COM 0.0%
Value ($000) $53 Shares 818 Est. Cost $50.43 Unrealized +4.2%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $53 Shares 806 Est. Cost $51.88 Unrealized +22.7%
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $52 Shares 1,263 Est. Cost $30.75 Unrealized +32.8%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $50 Shares 387 Est. Cost $105.46 Unrealized +6.3%
NTAP NETAPP INC COM 0.0%
Value ($000) $48 Shares 577 Est. Cost $79.10 Unrealized 0.0%
BBY BEST BUY INC COM 0.0%
Value ($000) $48 Shares 524 Est. Cost $82.19 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE C COM 0.0%
Value ($000) $48 Shares 2,893 Est. Cost $11.66 Unrealized +28.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIO CL A 0.0%
Value ($000) $47 Shares 521 Est. Cost $82.47 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $43 Shares 92 Est. Cost $439.16 Unrealized 0.0%
CMI CUMMINS INC COM 0.0%
Value ($000) $37 Shares 181 Est. Cost $171.30 Unrealized +14.8%
EBAY EBAY INC. COM 0.0%
Value ($000) $37 Shares 649 Est. Cost $57.92 Unrealized -6.7%
EXC EXELON CORP COM 0.0%
Value ($000) $34 Shares 723 Est. Cost $29.51 Unrealized +24.8%
CCEP COCA-COLA EUROPACIFIC PARTNE SHS 0.0%
Value ($000) $34 Shares 700 Est. Cost $47.55 Unrealized 0.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $34 Shares 462 Est. Cost $30.20 Unrealized -0.4%
ZBRA ZEBRA TECHNOLOGIES CORPORATI CL A 0.0%
Value ($000) $32 Shares 77 Est. Cost $557.27 Unrealized -17.6%