Ticker: NKE
Industry: Textiles, Apparel & Luxury Goods
% Growth funds overweight: 38%
Change in # of growth funds own vs. 4Q2018: 4
2QTD relative return: -2.9%
Source: RBC Capital Markets
Ticker: NFLX
Industry: Entertainment
% Growth funds overweight: 40%
Change in # of growth funds own vs. 4Q2018: 5
2QTD relative return: 0.2%
Ticker: UNH
Industry: Healthcare providers & services
% Growth funds overweight: 43%
Change in # of growth funds own vs. 4Q2018: 1
2QTD relative return: -1.4%
Ticker: AMZN
Industry: Internet Retail
% Growth funds overweight: 48%
Change in # of growth funds own vs. 4Q2018: 2
2QTD relative return: 3.8%
Ticker: MA
Industry: IT Services
% Growth funds overweight: 52%
Change in # of growth funds own vs. 4Q2018: -2
2QTD relative return: 8.3%
Ticker: GOOGL/ GOOG
Industry: Interactive Media & Services
% Growth funds overweight: 54%
Change in # of growth funds own vs. 4Q2018: -1
2QTD relative return: -2.5%
Ticker: PYPL
% Growth funds overweight: 56%
Ticker: ADBE
Industry: Software
2QTD relative return: 5.1%
Ticker: CRM
% Growth funds overweight: 61%
2QTD relative return: -1.3%
Ticker: V
% Growth funds overweight: 73%
2QTD relative return: 5.5%