|
WMT
|
Consumer Defensive |
Evercore ISI |
Maintains
|
Outperform
→
Outperform
|
—
|
$1.1T
|
$80.81
|
+0.4%
|
+1.5%
|
+1.5%
|
-0.3%
|
-0.6%
|
+0.3%
|
|
UNH
|
Healthcare |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$354.2B
|
$571.47
|
-0.6%
|
-0.3%
|
-0.9%
|
-0.7%
|
+0.7%
|
+0.1%
|
|
SAP
|
Technology |
JMP Securities |
Maintains
|
Market Outperform
→
Market Outperform
|
—
|
$210.1B
|
$229.48
|
+3.0%
|
+1.2%
|
+1.0%
|
+1.6%
|
-0.3%
|
+1.1%
|
|
SAP
|
Technology |
BMO Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$210.1B
|
$229.48
|
+3.0%
|
+1.2%
|
+1.0%
|
+1.6%
|
-0.3%
|
+1.1%
|
|
SAP
|
Technology |
TD Cowen |
Maintains
|
Hold
→
Hold
|
—
|
$210.1B
|
$229.48
|
+3.0%
|
+1.2%
|
+1.0%
|
+1.6%
|
-0.3%
|
+1.1%
|
|
MCD
|
Consumer Cyclical |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$201.2B
|
$314.89
|
-0.3%
|
-0.1%
|
-5.1%
|
+1.0%
|
-3.0%
|
+1.4%
|
|
MCD
|
Consumer Cyclical |
BofA Securities |
Maintains
|
Neutral
→
Neutral
|
—
|
$201.2B
|
$314.89
|
-0.3%
|
-0.1%
|
-5.1%
|
+1.0%
|
-3.0%
|
+1.4%
|
|
NVO
|
Healthcare |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$197.0B
|
$117.33
|
-2.0%
|
-0.7%
|
-0.6%
|
-1.6%
|
-0.5%
|
-0.9%
|
|
AMGN
|
Healthcare |
Cantor Fitzgerald |
Maintains
|
Overweight
→
Overweight
|
—
|
$179.7B
|
$316.74
|
-0.5%
|
+0.9%
|
-1.5%
|
+0.3%
|
+0.4%
|
+0.1%
|
|
PANW
|
Technology |
Oppenheimer |
Maintains
|
Outperform
→
Outperform
|
—
|
$170.3B
|
$189.21
|
-1.0%
|
-0.6%
|
-4.8%
|
+1.8%
|
+0.5%
|
-1.1%
|
|
APP
|
Technology |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$164.9B
|
$158.85
|
+1.5%
|
+0.1%
|
+0.3%
|
-0.3%
|
+1.7%
|
+2.8%
|
|
APP
|
Technology |
JP Morgan |
Maintains
|
Neutral
→
Neutral
|
—
|
$164.9B
|
$158.85
|
+1.5%
|
+0.1%
|
+0.3%
|
-0.3%
|
+1.7%
|
+2.8%
|
|
UBER
|
Technology |
Jefferies |
Maintains
|
Buy
→
Buy
|
—
|
$157.0B
|
$80.46
|
+0.0%
|
-0.1%
|
-0.7%
|
-1.8%
|
-1.0%
|
+0.1%
|
|
BKNG
|
Consumer Cyclical |
Jefferies |
Maintains
|
Hold
→
Hold
|
—
|
$128.1B
|
$174.55
|
-0.7%
|
+0.3%
|
-1.5%
|
+0.6%
|
+0.2%
|
-0.0%
|
|
SBUX
|
Consumer Cyclical |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$121.3B
|
$96.45
|
-0.1%
|
+0.4%
|
+0.9%
|
-0.5%
|
+0.2%
|
+0.7%
|
|
WMB
|
Energy |
CIBC |
Maintains
|
Neutral
→
Neutral
|
—
|
$96.9B
|
$52.00
|
+0.1%
|
+0.6%
|
-0.1%
|
+0.7%
|
-0.2%
|
-0.4%
|
|
DUK
|
Utilities |
KeyBanc Capital Markets |
Downgrade
|
Overweight
→
Sector Weight
|
—
|
$96.8B
|
$119.89
|
-1.0%
|
-0.0%
|
+0.6%
|
-1.3%
|
-1.5%
|
-0.1%
|
|
MAR
|
Consumer Cyclical |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$96.6B
|
$264.97
|
-0.1%
|
+0.2%
|
-2.9%
|
+1.1%
|
+0.6%
|
+0.2%
|
|
MAR
|
Consumer Cyclical |
BMO Capital |
Maintains
|
Market Perform
→
Market Perform
|
—
|
$96.6B
|
$264.97
|
-0.1%
|
+0.2%
|
-2.9%
|
+1.1%
|
+0.6%
|
+0.2%
|
|
HCA
|
Healthcare |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$93.4B
|
$410.76
|
-0.7%
|
-0.6%
|
+0.5%
|
-2.7%
|
-8.9%
|
-1.9%
|