| Company | Symbol | % Assets | YTD Return % |
|---|
| Visa Inc. | V | 6.15 | 2.51 |
| Vulcan Materials Company (Holdi | VMC | 5.06 | 3.52 |
| Michael Kors Holdings Limited O | KORS | 4.70 | 0.94 |
| Akamai Technologies, Inc. | AKAM | 4.10 | 3.06 |
| Illumina, Inc. | ILMN | 4.08 | -0.31 |
| Cabot Oil & Gas Corporation Com | COG | 4.04 | -1.03 |
| American International Group, I | AIG | 3.57 | 3.34 |
| Bank of America Corporation Com | BAC | 3.55 | 3.62 |
| Watson Pharmaceuticals Inc. | WPI | 3.49 | -2.08 |
| PulteGroup, Inc. Common Stock | PHM | 3.36 | 2.42 |