2022 Economic and Market Outlook

November 10, 2021

Connor O’Brien | Kevin O'Leary | Videos

Live Strategy Discussion

What does 2022 have in store for the market? Watch this short clip to find out what Kevin O’Leary, Chairman, thinks.

Speakers:

Kevin O’Leary, Chairman of O’Shares ETFs
Connor O’Brien, CEO of O’Shares ETFs

OUSA Holdings:

Name
(As of 1/28/2022)
Stock TickerSector% Of Market ValueShares/ParIsin
PROCTER & GAMBLE CO/THEPGConsumer Staples5.14%259300US7427181091
JOHNSON & JOHNSONJNJHealth Care5.11%240537US4781601046
MICROSOFT CORPMSFTInformation Technology4.70%123366US5949181045
HOME DEPOT INC/THEHDConsumer Discretionary4.53%99945US4370761029
VERIZON COMMUNICATIONS INCVZCommunication Services4.37%668034US92343V1044
PFIZER INCPFEHealth Care3.89%578867US7170811035
APPLE INCAAPLInformation Technology3.79%179940US0378331005
MCDONALD'S CORPMCDConsumer Discretionary3.00%94811US5801351017
LOCKHEED MARTIN CORPLMTIndustrials2.88%59239US5398301094
COMCAST CORPCMCSACommunication Services2.49%405022US20030N1019
UNITEDHEALTH GROUP INCUNHHealth Care2.34%40646US91324P1021
CISCO SYSTEMS INC/DELAWARECSCOInformation Technology2.27%330188US17275R1023
TEXAS INSTRUMENTS INCTXNInformation Technology2.09%95348US8825081040
ABBOTT LABORATORIESABTHealth Care2.07%133444US0028241000
3M COMMMIndustrials1.96%97142US88579Y1010
ELI LILLY & COLLYHealth Care1.87%61721US5324571083
AMGEN INCAMGNHealth Care1.76%62089US0311621009
COCA-COLA CO/THEKOConsumer Staples1.75%232601US1912161007
MERCK & CO INCMRKHealth Care1.69%169449US58933Y1055
PEPSICO INCPEPConsumer Staples1.68%78796US7134481081
ILLINOIS TOOL WORKS INCITWIndustrials1.66%57925US4523081093
BLACKSTONE GROUP INC/THEBXFinancials1.65%107391US09260D1072
ACCENTURE PLCACNInformation Technology1.55%36492IE00B4BNMY34
VISA INCVInformation Technology1.44%50984US92826C8394
PHILIP MORRIS INTERNATIONAL INCPMConsumer Staples1.36%106152US7181721090
UNION PACIFIC CORPUNPIndustrials1.35%44469US9078181081
UNITED PARCEL SERVICE INCUPSIndustrials1.30%52862US9113121068
HONEYWELL INTERNATIONAL INCHONIndustrials1.26%50587US4385161066
S&P GLOBAL INCSPGIFinancials1.23%24517US78409V1044
STARBUCKS CORPSBUXConsumer Discretionary1.14%94987US8552441094
COSTCO WHOLESALE CORPCOSTConsumer Staples1.03%16885US22160K1051
GILEAD SCIENCES INCGILDHealth Care1.02%119359US3755581036
COLGATE-PALMOLIVE COCLConsumer Staples0.98%95530US1941621039
NORTHROP GRUMMAN CORPNOCIndustrials0.98%20759US6668071029
T ROWE PRICE GROUP INCTROWFinancials0.98%52966US74144T1088
ABBVIE INCABBVHealth Care0.89%52045US00287Y1091
LOWE'S COS INCLOWConsumer Discretionary0.88%30209US5486611073
ORACLE CORPORCLInformation Technology0.83%83796US68389X1054
NIKE INCNKEConsumer Discretionary0.74%41092US6541061031
ALTRIA GROUP INCMOConsumer Staples0.66%105408US02209S1033
MONDELEZ INTERNATIONAL INCMDLZConsumer Staples0.64%77870US6092071058
WALMART INCWMTConsumer Staples0.63%37116US9311421039
TARGET CORPTGTConsumer Discretionary0.61%22626US87612E1064
ALLSTATE CORP/THEALLFinancials0.60%40128US0200021014
MEDTRONIC PLCMDTHealth Care0.55%43041IE00BTN1Y115
INTEL CORPINTCInformation Technology0.55%92613US4581401001
MARSH & MCLENNAN COS INCMMCFinancials0.53%28414US5717481023
MASTERCARD INCMAInformation Technology0.50%10540US57636Q1040
FASTENAL COFASTIndustrials0.49%71476US3119001044
KIMBERLY-CLARK CORPKMBConsumer Staples0.49%28326US4943681035
CINTAS CORPCTASIndustrials0.44%9249US1729081059
ACTIVISION BLIZZARD INCATVICommunication Services0.40%41207US00507V1098
TJX COS INC/THETJXConsumer Discretionary0.40%45813US8725401090
YUM| BRANDS INCYUMConsumer Discretionary0.39%25556US9884981013
WASTE MANAGEMENT INCWMIndustrials0.38%20901US94106L1098
CHUBB LTDCBFinancials0.35%14574CH0044328745
DOLLAR GENERAL CORPDGConsumer Discretionary0.35%13800US2566771059
HERSHEY CO/THEHSYConsumer Staples0.34%14092US4278661081
MOODY'S CORPMCOFinancials0.34%8079US6153691059
NORFOLK SOUTHERN CORPNSCIndustrials0.34%10193US6558441084
L3HARRIS TECHNOLOGIES INCLHXIndustrials0.32%11680US5024311095
ESTEE LAUDER COS INC/THEELConsumer Staples0.32%8412US5184391044
EXPEDITORS INTERNATIONAL OF WASHINGTON INCEXPDIndustrials0.30%21481US3021301094
JPMORGAN CHASE & COJPMFinancials0.30%16497US46625H1005
GARMIN LTDGRMNConsumer Discretionary0.29%19450CH0114405324
GENERAL DYNAMICS CORPGDIndustrials0.29%11212US3695501086
TRANE TECHNOLOGIES PLCTTIndustrials0.28%12929IE00BK9ZQ967
CSX CORPCSXIndustrials0.27%63838US1264081035
CUMMINS INCCMIIndustrials0.27%9955US2310211063
GENERAL MILLS INCGISConsumer Staples0.26%29996US3703341046
CERNER CORPCERNHealth Care0.25%22479US1567821046
QUEST DIAGNOSTICS INCDGXHealth Care0.25%15272US74834L1008
CLOROX CO/THECLXConsumer Staples0.24%11865US1890541097
EMERSON ELECTRIC COEMRIndustrials0.24%21737US2910111044
AON PLCAONFinancials0.23%6974IE00BLP1HW54
HORMEL FOODS CORPHRLConsumer Staples0.23%38604US4404521001
PAYCHEX INCPAYXInformation Technology0.23%16112US7043261079
AUTOMATIC DATA PROCESSING INCADPInformation Technology0.22%9079US0530151036
ROCKWELL AUTOMATION INCROKIndustrials0.22%6329US7739031091
THERMO FISHER SCIENTIFIC INCTMOHealth Care0.22%3158US8835561023
CHURCH & DWIGHT CO INCCHDConsumer Staples0.21%16775US1713401024
BLACKROCK INCBLKFinancials0.20%1960US09247X1019
COGNIZANT TECHNOLOGY SOLUTIONS CORPCTSHInformation Technology0.18%17012US1924461023
ANALOG DEVICES INCADIInformation Technology0.17%8788US0326541051
EBAY INCEBAYConsumer Discretionary0.17%23791US2786421030
BAXTER INTERNATIONAL INCBAXHealth Care0.16%15199US0718131099
BECTON DICKINSON AND COBDXHealth Care0.15%4671US0758871091
MSCI INCMSCIFinancials0.15%2403US55354G1004
MOTOROLA SOLUTIONS INCMSIInformation Technology0.15%5289US6200763075
BROADCOM INCAVGOInformation Technology0.14%2071US11135F1012
INTERNATIONAL BUSINESS MACHINES CORPIBMInformation Technology0.14%8586US4592001014
STRYKER CORPSYKHealth Care0.14%4701US8636671013
AMPHENOL CORPAPHInformation Technology0.13%13792US0320951017
ARCHER-DANIELS-MIDLAND COADMConsumer Staples0.13%13723US0394831020
AGILENT TECHNOLOGIES INCAHealth Care0.12%6853US00846U1016
INTUIT INCINTUInformation Technology0.12%1852US4612021034
QUALCOMM INCQCOMInformation Technology0.12%5660US7475251036
TE CONNECTIVITY LTDTELInformation Technology0.11%6379CH0102993182
CASH0.09%695857.77
BROADRIDGE FINANCIAL SOLUTIONS INCBRInformation Technology0.06%3356US11133T1034
Holdings subject to change.

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