|
WMT
|
Consumer Defensive |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$1.0T
|
$129.02
|
-0.1%
|
-1.8%
|
+1.6%
|
+3.8%
|
+0.2%
|
-3.8%
|
|
LLY
|
Healthcare |
Freedom Broker |
Upgrade
|
Hold
→
Buy
|
—
|
$918.5B
|
$1044.67
|
+0.6%
|
-1.9%
|
-0.9%
|
+2.3%
|
+0.2%
|
-0.4%
|
|
COST
|
Consumer Defensive |
Evercore ISI |
Maintains
|
Outperform
→
Outperform
|
—
|
$449.0B
|
$997.59
|
-0.2%
|
-2.6%
|
+0.7%
|
+2.1%
|
+2.0%
|
-0.6%
|
|
AMAT
|
Technology |
RBC Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$325.8B
|
$330.57
|
-0.2%
|
-0.5%
|
+3.3%
|
-3.4%
|
+8.1%
|
+1.2%
|
|
PM
|
Consumer Defensive |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$266.7B
|
$181.83
|
-0.1%
|
+0.5%
|
+2.0%
|
+1.4%
|
-0.8%
|
-2.1%
|
|
PM
|
Consumer Defensive |
Needham |
Maintains
|
Buy
→
Buy
|
—
|
$266.7B
|
$181.83
|
-0.1%
|
+0.5%
|
+2.0%
|
+1.4%
|
-0.8%
|
-2.1%
|
|
AXP
|
Financial Services |
Evercore ISI |
Maintains
|
In Line
→
In Line
|
—
|
$217.4B
|
$359.66
|
-0.0%
|
+1.0%
|
-2.5%
|
-3.2%
|
-1.6%
|
+2.1%
|
|
ANET
|
Technology |
Rosenblatt |
Maintains
|
Neutral
→
Neutral
|
—
|
$178.5B
|
$141.74
|
+1.8%
|
+1.2%
|
-1.9%
|
-3.9%
|
+4.8%
|
+0.7%
|
|
APP
|
Technology |
UBS |
Maintains
|
Buy
→
Buy
|
—
|
$167.7B
|
$460.38
|
+2.8%
|
+2.7%
|
-3.4%
|
-19.7%
|
+6.4%
|
-3.6%
|
|
SHOP
|
Technology |
Benchmark |
Maintains
|
Buy
→
Buy
|
—
|
$145.0B
|
$118.40
|
+3.6%
|
+7.5%
|
-6.7%
|
-6.8%
|
+1.8%
|
+0.7%
|
|
PANW
|
Technology |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$133.9B
|
$166.00
|
+0.2%
|
-0.3%
|
-0.1%
|
-1.5%
|
+2.5%
|
-2.1%
|
|
CB
|
Financial Services |
BMO Capital |
Maintains
|
Market Perform
→
Market Perform
|
—
|
$124.6B
|
$326.17
|
+0.7%
|
+0.0%
|
+0.9%
|
+1.0%
|
-2.3%
|
+2.1%
|
|
INTU
|
Technology |
BMO Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$113.2B
|
$437.50
|
-0.7%
|
-3.7%
|
-5.1%
|
-0.4%
|
+0.4%
|
-5.1%
|
|
MCK
|
Healthcare |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$92.4B
|
$962.32
|
+0.3%
|
-2.8%
|
+1.9%
|
-3.9%
|
+2.0%
|
+1.3%
|
|
FDX
|
Industrials |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$89.7B
|
$364.60
|
-0.1%
|
+0.9%
|
-0.2%
|
+0.6%
|
+1.4%
|
+0.2%
|
|
ICE
|
Financial Services |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$88.3B
|
$169.48
|
-2.9%
|
-2.8%
|
-7.8%
|
-1.4%
|
+1.6%
|
+0.8%
|
|
MNST
|
Consumer Defensive |
JP Morgan |
Maintains
|
Neutral
→
Neutral
|
—
|
$74.3B
|
$80.90
|
-0.7%
|
-0.9%
|
+0.8%
|
+0.5%
|
+0.4%
|
+1.7%
|
|
APO
|
Financial Services |
Piper Sandler |
Maintains
|
Overweight
→
Overweight
|
—
|
$73.7B
|
$133.95
|
+0.6%
|
-1.1%
|
-4.1%
|
-1.2%
|
-0.2%
|
+0.1%
|
|
APO
|
Financial Services |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$73.7B
|
$133.95
|
+0.6%
|
-1.1%
|
-4.1%
|
-1.2%
|
-0.2%
|
+0.1%
|
|
APO
|
Financial Services |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$73.7B
|
$133.95
|
+0.6%
|
-1.1%
|
-4.1%
|
-1.2%
|
-0.2%
|
+0.1%
|
|
APO
|
Financial Services |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$73.7B
|
$133.95
|
+0.6%
|
-1.1%
|
-4.1%
|
-1.2%
|
-0.2%
|
+0.1%
|
|
ROST
|
Consumer Cyclical |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$72.6B
|
$194.50
|
-0.3%
|
-1.1%
|
+0.1%
|
+1.2%
|
+0.9%
|
+0.8%
|
|
ROST
|
Consumer Cyclical |
Goldman Sachs |
Maintains
|
Buy
→
Buy
|
—
|
$72.6B
|
$194.50
|
-0.3%
|
-1.1%
|
+0.1%
|
+1.2%
|
+0.9%
|
+0.8%
|
|
GM
|
Consumer Cyclical |
Benchmark |
Maintains
|
Buy
→
Buy
|
—
|
$70.7B
|
$80.68
|
+0.5%
|
-0.5%
|
-0.6%
|
+0.1%
|
+1.4%
|
+0.2%
|
|
DDOG
|
Technology |
BTIG |
Maintains
|
Buy
→
Buy
|
—
|
$67.0B
|
$114.01
|
+8.9%
|
+13.7%
|
-1.8%
|
-0.9%
|
-0.7%
|
-2.1%
|
|
DDOG
|
Technology |
Needham |
Maintains
|
Buy
→
Buy
|
—
|
$67.0B
|
$114.01
|
+8.9%
|
+13.7%
|
-1.8%
|
-0.9%
|
-0.7%
|
-2.1%
|
|
MPLX
|
Energy |
Citigroup |
Maintains
|
Neutral
→
Neutral
|
—
|
$57.1B
|
$55.01
|
-0.3%
|
+0.7%
|
+0.6%
|
-1.0%
|
+3.0%
|
+0.9%
|
|
TGT
|
Consumer Defensive |
Evercore ISI |
Maintains
|
In Line
→
In Line
|
—
|
$57.0B
|
$115.52
|
-0.0%
|
-2.0%
|
+1.2%
|
-1.7%
|
+2.7%
|
+0.7%
|
|
BDX
|
Healthcare |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$55.5B
|
$162.98
|
+1.8%
|
+5.3%
|
+5.2%
|
-1.6%
|
-1.1%
|
+0.8%
|
|
BDX
|
Healthcare |
RBC Capital |
Maintains
|
Sector Perform
→
Sector Perform
|
—
|
$55.5B
|
$162.98
|
+1.8%
|
+5.3%
|
+5.2%
|
-1.6%
|
-1.1%
|
+0.8%
|
|
BDX
|
Healthcare |
Piper Sandler |
Maintains
|
Neutral
→
Neutral
|
—
|
$55.5B
|
$162.98
|
+1.8%
|
+5.3%
|
+5.2%
|
-1.6%
|
-1.1%
|
+0.8%
|
|
BDX
|
Healthcare |
Jefferies |
Maintains
|
Buy
→
Buy
|
—
|
$55.5B
|
$162.98
|
+1.8%
|
+5.3%
|
+5.2%
|
-1.6%
|
-1.1%
|
+0.8%
|
|
BDX
|
Healthcare |
JP Morgan |
Maintains
|
Neutral
→
Neutral
|
—
|
$55.5B
|
$162.98
|
+1.8%
|
+5.3%
|
+5.2%
|
-1.6%
|
-1.1%
|
+0.8%
|
|
BDX
|
Healthcare |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$55.5B
|
$162.98
|
+1.8%
|
+5.3%
|
+5.2%
|
-1.6%
|
-1.1%
|
+0.8%
|
|
ALL
|
Financial Services |
Citigroup |
Maintains
|
Neutral
→
Neutral
|
—
|
$55.0B
|
$199.94
|
+0.1%
|
+0.6%
|
+1.8%
|
+0.9%
|
+0.5%
|
+2.3%
|
|
VST
|
Utilities |
Jefferies |
Upgrade
|
Hold
→
Buy
|
—
|
$52.1B
|
$152.97
|
+4.9%
|
+4.3%
|
+0.3%
|
+1.8%
|
+5.1%
|
+1.3%
|
|
COIN
|
Financial Services |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$51.0B
|
$167.25
|
-2.8%
|
-2.8%
|
-5.7%
|
-7.9%
|
+16.5%
|
+1.0%
|
|
COR
|
Healthcare |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$49.7B
|
$363.27
|
-0.2%
|
-0.9%
|
+1.6%
|
-4.0%
|
+2.8%
|
-0.2%
|
|
COR
|
Healthcare |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$49.7B
|
$363.27
|
-0.2%
|
-0.9%
|
+1.6%
|
-4.0%
|
+2.8%
|
-0.2%
|
|
CAH
|
Healthcare |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$43.6B
|
$225.76
|
+0.1%
|
-2.4%
|
+1.8%
|
-4.1%
|
+2.7%
|
+2.2%
|
|
CAH
|
Healthcare |
JP Morgan |
Maintains
|
Neutral
→
Neutral
|
—
|
$43.6B
|
$225.76
|
+0.1%
|
-2.4%
|
+1.8%
|
-4.1%
|
+2.7%
|
+2.2%
|
|
VTR
|
Real Estate |
RBC Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$42.1B
|
$82.75
|
+0.1%
|
+1.4%
|
+2.1%
|
-0.6%
|
+0.0%
|
+1.9%
|
|
VTR
|
Real Estate |
KeyBanc Capital Markets |
Maintains
|
Overweight
→
Overweight
|
—
|
$42.1B
|
$82.75
|
+0.1%
|
+1.4%
|
+2.1%
|
-0.6%
|
+0.0%
|
+1.9%
|
|
KR
|
Consumer Defensive |
Guggenheim |
Maintains
|
Buy
→
Buy
|
—
|
$42.0B
|
$70.10
|
-0.4%
|
-3.0%
|
+1.0%
|
+2.2%
|
+1.6%
|
-2.2%
|
|
PYPL
|
Financial Services |
Truist |
Maintains
|
Sell
→
Sell
|
—
|
$41.6B
|
$41.15
|
-1.0%
|
+0.8%
|
-2.5%
|
-3.4%
|
+3.1%
|
+1.3%
|
|
TRI
|
Industrials |
RBC Capital |
Upgrade
|
Sector Perform
→
Outperform
|
—
|
$40.7B
|
$89.31
|
-1.2%
|
+1.7%
|
-1.8%
|
-3.7%
|
+1.2%
|
-4.2%
|
|
ON
|
Technology |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$39.4B
|
$65.10
|
-0.6%
|
+3.5%
|
+5.6%
|
-0.8%
|
+2.2%
|
-0.3%
|
|
ON
|
Technology |
Citigroup |
Maintains
|
Neutral
→
Neutral
|
—
|
$39.4B
|
$65.10
|
-0.6%
|
+3.5%
|
+5.6%
|
-0.8%
|
+2.2%
|
-0.3%
|
|
ON
|
Technology |
Mizuho |
Maintains
|
Outperform
→
Outperform
|
—
|
$39.4B
|
$65.10
|
-0.6%
|
+3.5%
|
+5.6%
|
-0.8%
|
+2.2%
|
-0.3%
|
|
ON
|
Technology |
Truist |
Maintains
|
Hold
→
Hold
|
—
|
$39.4B
|
$65.10
|
-0.6%
|
+3.5%
|
+5.6%
|
-0.8%
|
+2.2%
|
-0.3%
|