11. UnitedHealth Group
Ticker: UNH
Year-to-date return: -2%
Average large-cap mutual fund overweight: 8 bp
No. of funds with stock as top 10 holding: 15
Source: Goldman Sachs
10. Alphabet
Ticker: GOOGL
Year-to-date return: 7%
Average large-cap mutual fund overweight: 18 bp
No. of funds with stock as top 10 holding: 56
Source: Goldman Sachs
9. Delta Air Lines
Ticker: DAL
Year-to-date return: 8%
Average large-cap mutual fund overweight: 9 bp
No. of funds with stock as top 10 holding: 22
Source: Goldman Sachs
8. Salesforce.com
Ticker: CRM
Year-to-date return: 14%
Average large-cap mutual fund overweight: 22 bp
No. of funds with stock as top 10 holding: 24
Source: Goldman Sachs
7. Adobe
Ticker: ADBE
Year-to-date return: 21%
Average large-cap mutual fund overweight: 14 bp
No. of funds with stock as top 10 holding: 27
Source: Goldman Sachs
6. Comcast
Ticker: CMCSA
Year-to-date return: 23%
Average large-cap mutual fund overweight: 23 bp
No. of funds with stock as top 10 holding: 25
Source: Goldman Sachs
5. Visa
Ticker: V
Year-to-date return: 24%
Average large-cap mutual fund overweight: 47 bp
No. of funds with stock as top 10 holding: 37
Source: Goldman Sachs
4. Citigroup
Ticker: C
Year-to-date return: 24%
Average large-cap mutual fund overweight: 6 bp
No. of funds with stock as top 10 holding: 27
Source: Goldman Sachs
3. PayPal Holdings
Ticker: PYPL
Year-to-date return: 32%
Average large-cap mutual fund overweight: 11 bp
No. of funds with stock as top 10 holding: 33
Source: Goldman Sachs
2. Mastercard
Ticker: MA
Year-to-date return: 35%
Average large-cap mutual fund overweight: 13 bp
No. of funds with stock as top 10 holding: 28
Source: Goldman Sachs
1. ServiceNow
Ticker: NOW
Year-to-date return: 47%
Average large-cap mutual fund overweight: 15 bp
No. of funds with stock as top 10 holding: 20
Source: Goldman Sachs