The second portfolio's top holdings included: Annaly Capital ( NLY), Coca-Cola ( KO), Nike ( NKE), Kraft ( KFT) and Abiomed ( ABMD). Cramer said that he would bless this portfolio, as Coke doesn't have a major food component to compete with Kraft. The third portfolio had: Bank of America ( BAC), Dendreon ( DNDN), Enbridge Energy Partners ( EEP), Merck ( MRK) and AT&T ( T) as its top five stocks. Cramer recommended selling Dendreon and adding a technology company like Apple ( AAPL), a stock which he owns for his charitable trust,
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