彭博社分析的数据显示7 月恒康 disciplined value 基金在投资组合中新增了康明斯公司（Cummins I

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彭博社分析的数据显示7 月恒康 disciplined value 基金在投资组合中新增了康明斯公司（Cummins Inc.）并清仓了联合健康集团（UnitedHealth Group Inc.）的持仓。该基金披露的持仓规模变动不大为 178 亿美元。重点信息：增持纽蒙特公司（Newmont Corp.）；减持凯洛格・布朗・鲁特公司（KBR Inc.）；摩根大通（JPMorgan Chase &...

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