GOLDMAN SACHS: Professional stock pickers can make a killing by buying these 15 companies everyone else is flocking to

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Oneok

Oneok

Ticker: OKE

Sector: Energy

Year-to-date return: 26%

Market cap: $27 billion

Passive fund overweight versus Russell 3000: 3 bp

Source: Goldman Sachs

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Newmont Mining

Newmont Mining

Ticker: NEM

Sector: Materials

Year-to-date return: -20%

Market cap: $16 billion

Passive fund overweight versus Russell 3000: 3 bp

Source: Goldman Sachs

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Brown-Forman

Brown-Forman

Ticker: BF.B

Sector: Consumer staples

Year-to-date return: -5%

Market cap: $24 billion

Passive fund overweight versus Russell 3000: 3 bp

Source: Goldman Sachs

Dish Network

Dish Network

Ticker: DISH

Sector: Consumer staples

Year-to-date return: -27%

Market cap: $16 billion

Passive fund overweight versus Russell 3000: 3 bp

Source: Goldman Sachs

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Alphabet

Alphabet

Ticker: GOOGL

Sector: Information Technology

Year-to-date return: 13%

Market cap: $828 billion

Passive fund overweight versus Russell 3000: 3 bp

Source: Goldman Sachs

Public Storage

Public Storage

Ticker: PSA

Sector: Real Estate

Year-to-date return: 3%

Market cap: $36 billion

Passive fund overweight versus Russell 3000: 5 bp

Source: Goldman Sachs

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VMware

VMware

Ticker: VMW

Sector: Information Technology

Year-to-date return: 23%

Market cap: $63 billion

Passive fund overweight versus Russell 3000: 5 bp

Source: Goldman Sachs

Estee Lauder

Estee Lauder

Ticker: EL

Sector: Consumer staples

Year-to-date return: 9%

Market cap: $51 billion

Passive fund overweight versus Russell 3000: 5 bp

Source: Goldman Sachs

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Simon Property Group

Simon Property Group

Ticker: SPG

Sector: Real Estate

Year-to-date return: 11%

Market cap: $57 billion

Passive fund overweight versus Russell 3000: 6 bp

Source: Goldman Sachs

Nike

Nike

Ticker: NKE

Sector: Consumer discretionary

Year-to-date return: 33%

Market cap: $133 billion

Passive fund overweight versus Russell 3000: 6 bp

Source: Goldman Sachs

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Discovery

Discovery

Ticker: DISCA

Sector: Consumer discretionary

Year-to-date return: 27%

Market cap: $15 billion

Passive fund overweight versus Russell 3000: 6 bp

Source: Goldman Sachs

Visa

Visa

Ticker: V

Sector: Information technology

Year-to-date return: 28%

Market cap: $324 billion

Passive fund overweight versus Russell 3000: 7 bp

Source: Goldman Sachs

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Facebook

Facebook

Ticker: FB

Sector: Information technology

Year-to-date return: -6%

Market cap: $480 billion

Passive fund overweight versus Russell 3000: 9 bp

Source: Goldman Sachs

Dell Technologies

Dell Technologies

Ticker: DVMT

Sector: Information technology

Year-to-date return: 19%

Market cap: $74 billion

Passive fund overweight versus Russell 3000: 13 bp

Source: Goldman Sachs

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Berkshire Hathaway

Berkshire Hathaway

Ticker: BRK.B

Sector: Financials

Year-to-date return: 9%

Market cap: $531 billion

Passive fund overweight versus Russell 3000: 58 bp

Source: Goldman Sachs