Acciones pecaminosas
Las acciones de empresas de sectores que muchos fondos tienen instrucciones de evitar —bebidas alcohólicas, tabaco, apuestas y armas—. Históricamente, el hecho de que otros las excluyan las ha mantenido baratas y con generosos pagos en efectivo.
78 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 1 |
BlackRock
New York
| USD 44.2 mil M | +USD 463 M | 51 | 0.66% | Aumentadas |
|
| 2 |
Vanguard Capital Management
Malvern,
Pennsylvania
| USD 34.2 mil M | +USD 165 M | 45 | 0.73% | Aumentadas |
|
| 3 |
Capital World Investors
Los Angeles,
California
| USD 28.6 mil M | -USD 485 M | 6 | 3.37% | Reducidas |
|
| 4 |
State Street
Boston,
Massachusetts
| USD 21.8 mil M | +USD 95.9 M | 48 | 0.65% | Aumentadas |
|
| 5 |
Capital Research Global Investors
Los Angeles,
California
| USD 21.7 mil M | +USD 2572 M | 5 | 3.02% | Aumentadas |
|
| 6 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| USD 16.4 mil M | +USD 197 M | 31 | 0.74% | Aumentadas |
|
| 7 |
Capital International Investors
Los Angeles,
California
| USD 16.4 mil M | -USD 275 M | 5 | 3.39% | Reducidas |
|
| 8 |
Fidelity Investments
Boston,
Massachusetts
| USD 15 mil M | +USD 946 M | 43 | 0.65% | Aumentadas |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| USD 14.5 mil M | +USD 209 M | 49 | 0.78% | Aumentadas |
|
| 10 |
GQG Partners
Ft. Lauderdale,
Florida
| USD 12.2 mil M | -USD 843 M | 5 | 22.7% | Reducidas |
|
| 11 |
JP Morgan Chase
New York
| USD 11.7 mil M | -USD 696 M | 48 | 0.65% | Reducidas |
|
| 12 |
Morgan Stanley
New York
| USD 9366 M | +USD 291 M | 56 | 0.5% | Aumentadas |
|
| 13 |
Charles Schwab
San Francisco,
California
| USD 8565 M | +USD 421 M | 34 | 1.14% | Aumentadas |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| USD 7014 M | -USD 339 M | 38 | 0.45% | Reducidas |
|
| 15 |
Invesco
Atlanta,
Georgia
| USD 6414 M | -USD 51.2 M | 37 | 0.51% | Reducidas |
|
| 16 |
Northern Trust
Chicago,
Illinois
| USD 5540 M | -USD 58.6 M | 48 | 0.64% | Reducidas |
|
| 17 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 5250 M | +USD 202 M | 36 | 0.53% | Aumentadas |
|
| 18 |
Goldman Sachs
New York
| USD 5076 M | +USD 596 M | 45 | 0.44% | Aumentadas |
|
| 19 |
Wellington Management Group
Boston,
Massachusetts
| USD 4767 M | -USD 81.4 M | 17 | 0.82% | Reducidas |
|
| 20 |
Bank of New York Mellon
New York
| USD 4339 M | +USD 388 M | 36 | 0.71% | Aumentadas |
|
| 21 |
Ameriprise
Minneapolis,
Minnesota
| USD 4304 M | +USD 255 M | 32 | 0.87% | Aumentadas |
|
| 22 |
Franklin Resources
San Mateo,
California
| USD 4174 M | +USD 441 M | 24 | 0.9% | Aumentadas |
|
| 23 |
Dodge & Cox
San Francisco,
California
| USD 3793 M | +USD 21 M | 9 | 1.99% | Aumentadas |
|
| 24 |
Dimensional Fund Advisors
Austin,
Texas
| USD 3498 M | +USD 111 M | 44 | 0.63% | Aumentadas |
|
| 25 |
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
| USD 3072 M | -USD 4.71 M | 45 | 0.68% | Reducidas |
|