← 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
1976	EC EntryPoint Capital New York	$166K	-$254K	6	0.15%	Reduced
1977	SAS Stelac Advisory Services New York	$165K	$0	1	0.08%	Maintained
1978	CreativeOne Wealth Overland Park, Kansas	$165K	+$129K	1	0.01%	New
1979	PC Permit Capital West Conshohocken, Pennsylvania	$165K	$0	2	0.11%	Maintained
1980	GITFIT Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland	$161K	+$25.4K	1	0.11%	Increased
1981	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$160K	-$3.08K	10	0.01%	Reduced
1982	UCB United Community Bank Greenville, South Carolina	$160K	+$19K	1	0.06%	Increased
1983	EWM Evermay Wealth Management Arlington, Virginia	$159K	+$45.4K	2	0.02%	Increased
1984	BCM Blume Capital Management Berkeley, California	$154K	$0	2	0.04%	Maintained
1985	PPC Park Place Capital Homewood, Alabama	$151K	-$35.2K	2	0.05%	Reduced
1986	Smartleaf Asset Management Boston, Massachusetts	$150K	+$92.1K	6	0.03%	Increased
1987	WIM Westside Investment Management Santa Monica, California	$150K	+$18.1K	4	0.04%	Increased
1988	MA MYDA Advisors Woodmere, New York	$148K	+$116K	1	0.04%	New
1989	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$147K	$0	3	0.07%	Maintained
1990	FP Financial Perspectives Minneapolis, Minnesota	$146K	$0	4	0.06%	Maintained
1991	KFI Key Financial Inc West Chester, Pennsylvania	$145K	$0	5	0.04%	Maintained
1992	EL EMFO LLC Weston, Florida	$141K	$0	1	0.13%	Maintained
1993	TIM Thompson Investment Management Madison, Wisconsin	$140K	-$634	3	0.02%	Reduced
1994	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$139K	$0	2	0.05%	Maintained
1995	PD Point72 (DIFC) Dubai, United Arab Emirates	$138K	+$139K	1	0%	New
1996	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$138K	$0	1	0.06%	Maintained
1997	CTC Cetera Trust Company St. Paul, Minnesota	$137K	$0	2	0.08%	Maintained
1998	AA Alta Advisers London, United Kingdom	$136K	$0	1	0.07%	Maintained
1999	MTIC Missouri Trust & Investment Company Springfield, Missouri	$136K	$0	1	0.05%	Maintained
2000	RAM Ramirez Asset Management New York	$136K	$0	1	0.03%	Maintained