← All themes Sin Stocks

Alcohol

Brewers, distillers, and winemakers sell brands with very long lives and steady pricing power. Volumes are flat in mature markets, so growth has to come from premium products and from newer ones.

24 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
251
RC
RBO & Co
California
$30.2M -$406K 2 6.07% Reduced
252
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$29.8M -$6.84M 7 0.11% Reduced
253
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$29.6M -$340K 6 0.63% Reduced
254
Bartlett & Co
Bartlett & Co
Ohio
$29.6M -$340K 6 0.63% Reduced
255
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$29.4M +$1.44M 10 0.07% Increased
256
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$29.3M +$1.6M 2 2.96% Increased
257
Phoenix Financial
Phoenix Financial
Israel
$29.1M -$2.42M 1 0.78% Reduced
258
R.M. Davis Inc
R.M. Davis Inc
Maine
$28.7M -$206K 2 0.82% Reduced
259
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$28.6M $0 2 0.2% Maintained
260
Scout Investments
Scout Investments
Missouri
$28.6M -$2.81M 2 0.53% Reduced
261
Wedge Capital Management
Wedge Capital Management
North Carolina
$28.5M -$4.81M 1 0.33% Reduced
262
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$28.5M -$220K 1 2.47% Reduced
263
Brandes Investment Partners
Brandes Investment Partners
California
$28.2M -$1.41M 2 0.73% Reduced
264
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$28.2M +$538K 3 0.4% Increased
265
CBT
Capital Bank & Trust
California
$27.9M +$137K 2 0.34% Increased
266
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$27.3M +$1.12M 3 0.21% Increased
267
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$27.2M -$37.6M 3 0.12% Reduced
268
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$26.9M +$2.33M 2 0.4% Increased
269
NewEdge Advisors
NewEdge Advisors
Louisiana
$26.6M +$674K 4 0.87% Increased
270
Whittier Trust
Whittier Trust
California
$26.3M -$145K 6 0.56% Reduced
271
Rockefeller Capital Management
Rockefeller Capital Management
New York
$26.3M +$4.18M 8 0.2% Increased
272
GCGDR
Geo Capital Gestora de Recursos
Brazil
$26.1M -$6.73M 3 16.05% Reduced
273
RMA
Roffman Miller Associates
Pennsylvania
$25.9M +$8.35M 2 2.25% Increased
274
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$25.9M -$169K 1 1.17% Reduced
275
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$25.7M -$1.68M 1 1.01% Reduced