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Health & Wellness

Wellness is what people buy to stay healthy rather than to get better — nutrition, supplements, fitness, sleep, and preventive testing. The spending is discretionary but has proved unusually loyal.

78 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1
Vanguard Group
Vanguard Group
Pennsylvania
$5.99B -$267M 19 0.5% Reduced
2
State Street
State Street
Massachusetts
$3.93B -$173M 16 0.45% Reduced
3
Fidelity Investments
Fidelity Investments
Massachusetts
$3.08B +$1.75B 11 0.43% Increased
4
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$2.77B +$527M 18 0.48% Increased
5
Jennison Associates
Jennison Associates
New York
$1.83B +$790M 5 1.75% Increased
6
Bank of New York Mellon
Bank of New York Mellon
New York
$1.69B -$150M 18 0.46% Reduced
7
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$1.54B +$330M 18 0.46% Increased
8
Northern Trust
Northern Trust
Illinois
$1.5B +$258M 19 0.47% Increased
9
Wells Fargo
Wells Fargo
California
$1.41B +$356M 17 0.6% Increased
10
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.38B +$164M 5 0.76% Increased
11
JP Morgan Chase
JP Morgan Chase
New York
$1.04B +$561M 10 0.29% Increased
12
Icahn Carl
Icahn Carl
Florida
$974M +$2.21M 1 2.96% Increased
13
Neuberger Berman Group
Neuberger Berman Group
New York
$967M +$40.3M 6 0.98% Increased
14
Goldman Sachs
Goldman Sachs
New York
$964M +$150M 14 0.32% Increased
15
Wellington Management Group
Wellington Management Group
Massachusetts
$958M +$544M 6 0.27% Increased
16
Norges Bank
Norges Bank
Norway
$898M -$31M 9 0.51% Reduced
17
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$874M +$18M 15 0.63% Increased
18
BlackRock Group
BlackRock Group
United Kingdom
$859M +$207M 11 0.54% Increased
19
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$803M +$572M 12 0.62% Increased
20
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$748M -$28.1M 6 1.95% Reduced
21
Geode Capital Management
Geode Capital Management
Massachusetts
$730M +$16.4M 17 0.49% Increased
22
Morgan Stanley
Morgan Stanley
New York
$717M +$8.87M 21 0.3% Increased
23
Primecap Management
Primecap Management
California
$658M +$36.7M 1 0.74% Increased
24
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$652M +$248M 6 0.61% Increased
25
Manning & Napier Advisors
Manning & Napier Advisors
New York
$640M +$12.1M 1 2.64% Increased