|
AAPL
|
Technology |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$4.2T
|
$274.61
|
+0.1%
|
-1.0%
|
+0.1%
|
+0.5%
|
-1.0%
|
+0.5%
|
|
JPM
|
Financial Services |
Keefe, Bruyette & Woods |
Maintains
|
Outperform
→
Outperform
|
—
|
$825.9B
|
$315.55
|
+0.9%
|
-0.2%
|
-0.6%
|
+1.3%
|
+1.9%
|
+0.9%
|
|
BAC
|
Financial Services |
Keefe, Bruyette & Woods |
Maintains
|
Outperform
→
Outperform
|
—
|
$374.2B
|
$54.81
|
+0.6%
|
-0.5%
|
-0.5%
|
+1.9%
|
+1.1%
|
+0.2%
|
|
CSCO
|
Technology |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$363.9B
|
$77.55
|
+0.5%
|
-2.0%
|
+1.2%
|
+1.9%
|
-0.4%
|
-0.1%
|
|
LRCX
|
Technology |
Mizuho |
Maintains
|
Outperform
→
Outperform
|
—
|
$358.4B
|
$163.26
|
+0.4%
|
-5.1%
|
+6.3%
|
+4.6%
|
+1.7%
|
-0.1%
|
|
PG
|
Consumer Defensive |
Jefferies |
Upgrade
|
Hold
→
Buy
|
—
|
$340.2B
|
$145.21
|
+1.0%
|
+1.8%
|
-1.5%
|
-0.7%
|
-1.2%
|
+0.3%
|
|
AMAT
|
Technology |
Mizuho |
Maintains
|
Neutral
→
Neutral
|
—
|
$325.8B
|
$258.84
|
-0.3%
|
-4.1%
|
+2.1%
|
+1.1%
|
+1.0%
|
+0.5%
|
|
HSBC
|
Financial Services |
Keefe, Bruyette & Woods |
Upgrade
|
Market Perform
→
Outperform
|
—
|
$305.7B
|
$74.66
|
+3.3%
|
+1.9%
|
+0.9%
|
+1.5%
|
+1.0%
|
+0.7%
|
|
MS
|
Financial Services |
Keefe, Bruyette & Woods |
Maintains
|
Outperform
→
Outperform
|
—
|
$302.0B
|
$176.51
|
+0.9%
|
-1.0%
|
-1.1%
|
+2.3%
|
+1.6%
|
-0.1%
|
|
GEV
|
Utilities |
Goldman Sachs |
Maintains
|
Buy
→
Buy
|
—
|
$281.0B
|
$686.22
|
+0.1%
|
-10.5%
|
+4.1%
|
+2.9%
|
+0.5%
|
-0.1%
|
|
GS
|
Financial Services |
Keefe, Bruyette & Woods |
Maintains
|
Market Perform
→
Market Perform
|
—
|
$274.6B
|
$879.15
|
+0.8%
|
-0.8%
|
+0.5%
|
+2.0%
|
+0.6%
|
+0.3%
|
|
WFC
|
Financial Services |
Keefe, Bruyette & Woods |
Maintains
|
Market Perform
→
Market Perform
|
—
|
$242.2B
|
$92.19
|
+0.6%
|
+0.4%
|
-1.2%
|
+1.7%
|
+1.4%
|
+0.2%
|
|
C
|
Financial Services |
Keefe, Bruyette & Woods |
Maintains
|
Outperform
→
Outperform
|
—
|
$225.8B
|
$111.28
|
+0.5%
|
+0.2%
|
+1.2%
|
+1.8%
|
+2.8%
|
+1.1%
|
|
AXP
|
Financial Services |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$217.4B
|
$380.75
|
+0.2%
|
-1.4%
|
-0.0%
|
+0.3%
|
+1.2%
|
+0.4%
|
|
PEP
|
Consumer Defensive |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$213.6B
|
$150.37
|
+0.0%
|
-0.2%
|
-0.5%
|
-0.8%
|
-0.7%
|
-2.3%
|
|
NEE
|
Utilities |
UBS |
Maintains
|
Buy
→
Buy
|
—
|
$194.6B
|
$81.32
|
-0.4%
|
-1.3%
|
+0.7%
|
-1.6%
|
+0.6%
|
-0.3%
|
|
ANET
|
Technology |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$178.5B
|
$126.13
|
-0.2%
|
-3.0%
|
+1.8%
|
+5.2%
|
-0.3%
|
+0.5%
|
|
STX
|
Technology |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$171.8B
|
$288.13
|
+1.0%
|
-3.6%
|
+5.2%
|
+1.5%
|
-4.6%
|
-0.0%
|
|
BLK
|
Financial Services |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$166.0B
|
$1068.14
|
+0.4%
|
-0.3%
|
-0.0%
|
-0.5%
|
+2.6%
|
-0.2%
|
|
BLK
|
Financial Services |
Keefe, Bruyette & Woods |
Maintains
|
Outperform
→
Outperform
|
—
|
$166.0B
|
$1068.14
|
+0.4%
|
-0.3%
|
-0.0%
|
-0.5%
|
+2.6%
|
-0.2%
|
|
ISRG
|
Healthcare |
RBC Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$160.6B
|
$554.58
|
+0.0%
|
+0.4%
|
+0.9%
|
+1.9%
|
+1.3%
|
-0.4%
|
|
WDC
|
Technology |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$159.8B
|
$174.58
|
+3.0%
|
-4.8%
|
+5.3%
|
+3.5%
|
-2.4%
|
+0.8%
|
|
GLW
|
Technology |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$156.7B
|
$86.29
|
+1.3%
|
-1.0%
|
+1.7%
|
+1.1%
|
+0.6%
|
+1.1%
|
|
PFE
|
Healthcare |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$150.6B
|
$25.53
|
-0.5%
|
-1.9%
|
+0.0%
|
+0.6%
|
+0.1%
|
-1.3%
|
|
SHOP
|
Technology |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$145.0B
|
$163.14
|
+2.1%
|
-0.9%
|
+3.1%
|
+1.7%
|
+0.1%
|
-0.1%
|
|
PH
|
Industrials |
Goldman Sachs |
Maintains
|
Buy
→
Buy
|
—
|
$111.7B
|
$874.49
|
+0.1%
|
-1.3%
|
+0.6%
|
+0.8%
|
+1.3%
|
+0.1%
|
|
CVS
|
Healthcare |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$111.4B
|
$78.29
|
+0.3%
|
-0.5%
|
-0.1%
|
-0.1%
|
+0.8%
|
-0.4%
|
|
SO
|
Utilities |
UBS |
Maintains
|
Neutral
→
Neutral
|
—
|
$104.2B
|
$85.71
|
-0.1%
|
+1.5%
|
+0.2%
|
-2.2%
|
+0.5%
|
+0.8%
|
|
ADBE
|
Technology |
Citigroup |
Maintains
|
Neutral
→
Neutral
|
—
|
$103.7B
|
$347.89
|
+0.0%
|
+1.9%
|
+0.3%
|
+0.0%
|
+0.5%
|
-1.4%
|
|
DUK
|
Utilities |
UBS |
Maintains
|
Neutral
→
Neutral
|
—
|
$97.3B
|
$115.59
|
-0.1%
|
+1.6%
|
+0.1%
|
-1.7%
|
+0.6%
|
+0.4%
|
|
CEG
|
Utilities |
UBS |
Maintains
|
Buy
→
Buy
|
—
|
$97.2B
|
$365.63
|
+0.8%
|
-6.7%
|
+5.9%
|
-1.6%
|
+0.7%
|
+1.0%
|
|
MAR
|
Consumer Cyclical |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$93.3B
|
$305.97
|
-0.2%
|
+1.3%
|
-1.0%
|
+1.1%
|
+1.2%
|
+0.1%
|
|
BK
|
Financial Services |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$89.7B
|
$114.35
|
+0.0%
|
-0.7%
|
+0.8%
|
+1.2%
|
+1.2%
|
-0.0%
|
|
WM
|
Industrials |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$88.9B
|
$218.90
|
-0.4%
|
+0.4%
|
-0.7%
|
-0.9%
|
+1.5%
|
+0.3%
|
|
PNC
|
Financial Services |
Keefe, Bruyette & Woods |
Maintains
|
Market Perform
→
Market Perform
|
—
|
$88.5B
|
$209.98
|
+0.3%
|
+0.2%
|
-0.4%
|
+0.3%
|
+1.3%
|
-0.4%
|
|
PNC
|
Financial Services |
Keefe, Bruyette& Woods |
Maintains
|
Market Perform
→
Market Perform
|
—
|
$88.5B
|
$209.98
|
+0.3%
|
+0.2%
|
-0.4%
|
+0.3%
|
+1.3%
|
-0.4%
|
|
USB
|
Financial Services |
Keefe, Bruyette & Woods |
Maintains
|
Market Perform
→
Market Perform
|
—
|
$85.9B
|
$53.47
|
+0.4%
|
+0.5%
|
+0.2%
|
+0.5%
|
+1.3%
|
-0.7%
|
|
ABNB
|
Consumer Cyclical |
RBC Capital |
Upgrade
|
Sector Perform
→
Outperform
|
—
|
$84.1B
|
$132.01
|
+1.5%
|
+1.3%
|
+0.2%
|
+1.0%
|
+1.2%
|
-0.3%
|
|
BSX
|
Healthcare |
RBC Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$84.1B
|
$92.95
|
+0.9%
|
+1.6%
|
+1.7%
|
-0.5%
|
+0.9%
|
-0.4%
|
|
BSX
|
Healthcare |
Canaccord Genuity |
Maintains
|
Buy
→
Buy
|
—
|
$84.1B
|
$92.95
|
+0.9%
|
+1.6%
|
+1.7%
|
-0.5%
|
+0.9%
|
-0.4%
|
|
FTNT
|
Technology |
JP Morgan |
Downgrade
|
Neutral
→
Underweight
|
—
|
$79.9B
|
$82.47
|
-2.9%
|
-3.7%
|
+0.5%
|
+0.6%
|
+1.9%
|
-1.3%
|
|
SLB
|
Energy |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$79.3B
|
$37.61
|
+0.6%
|
+2.4%
|
-1.0%
|
-0.1%
|
+0.7%
|
-0.3%
|
|
CIEN
|
Technology |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$76.0B
|
$209.84
|
+1.4%
|
-2.8%
|
+3.3%
|
+9.3%
|
+2.8%
|
+1.5%
|
|
RCL
|
Consumer Cyclical |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$75.3B
|
$281.51
|
+0.5%
|
+1.2%
|
+0.6%
|
+2.4%
|
+2.4%
|
-2.8%
|
|
MNST
|
Consumer Defensive |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$74.3B
|
$75.34
|
-0.2%
|
-1.3%
|
+1.5%
|
+1.1%
|
+1.8%
|
+0.0%
|
|
MSI
|
Technology |
Morgan Stanley |
Upgrade
|
Equal Weight
→
Overweight
|
—
|
$72.0B
|
$363.83
|
+1.1%
|
+2.9%
|
-0.2%
|
-1.0%
|
+0.7%
|
+1.5%
|
|
AEP
|
Utilities |
UBS |
Maintains
|
Sell
→
Sell
|
—
|
$71.7B
|
$114.57
|
-0.1%
|
+0.1%
|
+0.8%
|
-0.9%
|
+0.1%
|
+0.5%
|
|
EOG
|
Energy |
Citigroup |
Maintains
|
Neutral
→
Neutral
|
—
|
$69.7B
|
$101.78
|
+0.2%
|
+2.9%
|
-2.0%
|
-0.7%
|
+1.5%
|
+0.6%
|
|
CTAS
|
Industrials |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$68.0B
|
$187.62
|
-0.3%
|
-0.1%
|
+1.3%
|
-1.2%
|
+2.4%
|
-0.7%
|
|
SPG
|
Real Estate |
Truist |
Maintains
|
Hold
→
Hold
|
—
|
$65.4B
|
$182.53
|
+0.2%
|
+0.9%
|
+0.5%
|
-0.1%
|
+0.9%
|
+0.5%
|