9. TJX
Ticker: TJX
Sector: Consumer discretionary
YTD return: 34%
Overweight: +12 basis points
Source: Goldman Sachs
8. Adobe
Ticker: ADBE
Sector: Information technology
YTD return: 30%
Overweight: +13 basis points
Source: Goldman Sachs
7. Alphabet
Ticker: GOOGL
Sector: Communication services
YTD return: 24%
Overweight: +16 basis points
Source: Goldman Sachs
6. Salesforce
Ticker: CRM
Sector: Information technology
YTD return: 19%
Overweight: +17 basis points
Source: Goldman Sachs
5. Mastercard
Ticker: MA
Sector: Information technology
YTD return: 50%
Overweight: +18 basis points
Source: Goldman Sachs
4. AIG
Ticker: AIG
Sector: Financials
YTD return: 35%
Overweight: +18 basis points
Source: Goldman Sachs
3. ServiceNow
Ticker: NOW
Sector: Information technology
YTD return: 57%
Overweight: +18 basis points
Source: Goldman Sachs
2. Comcast
Ticker: CMCSA
Sector: Communications services
YTD return: 31%
Overweight: +19 basis points
Source: Goldman Sachs
1. Visa
Ticker: V
Sector: Information technology
YTD return: 36%
Overweight: +40 basis points
Source: Goldman Sachs