 |
Consumer Discretionary
14.73% | | | KMX |
CarMax Inc. |
3.51% |
| LOW |
Lowe's Cos. |
2.87% |
| APOL |
Apollo Group Inc. (Cl A) |
2.86% |
| ISCA |
International Speedway Corp. (Cl A) |
2.20% |
| HD |
Home Depot Inc. |
1.45% |
| IGT |
International Game Technology |
1.02% |
| EXPE |
Expedia Inc. |
0.83% |
|
|
Consumer Staples
12.40% | | | WMT |
Wal-Mart Stores Inc. |
2.59% |
| SYY |
Sysco Corp. |
2.23% |
| PEP |
PepsiCo Inc. |
1.64% |
| PG |
Procter & Gamble Co. |
1.51% |
| DEO |
Diageo PLC ADS |
1.37% |
| TAP |
Molson Coors Brewing Co. (Cl B) |
1.06% |
| WAG |
Walgreen Co. |
1.03% |
| KO |
Coca-Cola Co. |
0.97% |
|
|
Energy
7.76% | | | XOM |
Exxon Mobil Corp. |
3.00% |
| KMR |
Kinder Morgan Management L.L.C. |
2.93% |
| TRP |
TransCanada Corp. |
1.83% |
|
|
Financials
16.29% | | | BRK.B |
Berkshire Hathaway Inc. (Cl B) |
6.83% |
| DFS |
Discover Financial Services |
2.56% |
| JPM |
JPMorgan Chase & Co. |
1.91% |
| AXP |
American Express Co. |
1.73% |
| JOE |
St. Joe Co. |
1.69% |
| FAF |
First American Financial Corp. |
1.57% |
|
|
Health Care
8.32% | | | NVS |
Novartis AG ADS |
3.33% |
| JNJ |
Johnson & Johnson |
2.56% |
| AMGN |
Amgen Inc. |
1.33% |
| PFE |
Pfizer Inc. |
0.82% |
| BSX |
Boston Scientific Corp. |
0.28% |
|
|
Industrials
9.60% | | | FAST |
Fastenal Co. |
3.51% |
| GD |
General Dynamics Corp. |
2.15% |
| CTAS |
Cintas Corp. |
1.78% |
| MMM |
3M Co. |
1.37% |
| EXBD |
Corporate Executive Board Co. |
0.80% |
|
|
Information Technology
19.68% | | | MA |
MasterCard Inc. (Cl A) |
3.40% |
| PAYX |
Paychex Inc. |
3.01% |
| EBAY |
eBay Inc. |
2.68% |
| ADSK |
Autodesk Inc. |
2.44% |
| ADP |
Automatic Data Processing Inc. |
2.33% |
| WU |
Western Union Co. |
2.00% |
| CLGX |
CoreLogic, Inc. |
1.80% |
| MSFT |
Microsoft Corp. |
1.21% |
| DELL |
Dell Inc. |
0.82% |
|
|
Materials
7.56% | | | CMP |
Compass Minerals International Inc. |
4.90% |
| VMC |
Vulcan Materials Co. |
1.53% |
| CX |
Cemex S.A.B. de C.V. ADS |
1.13% |
|
|
Utilities
3.66% | | |
