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
Malvern,
Pennsylvania
| $6.9B | +$260M | 19 | 0.5% | Increased |
|
| 2 |
State Street
Boston,
Massachusetts
| $4.62B | +$146M | 15 | 0.46% | Increased |
|
| 3 |
BlackRock Institutional Trust
San Francisco,
California
| $2.99B | +$44.6M | 18 | 0.48% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $2.33B | +$9.7M | 13 | 0.3% | Increased |
|
| 5 |
Bank of New York Mellon
New York
| $2.14B | +$67.2M | 18 | 0.56% | Increased |
|
| 6 |
BlackRock Fund Advisors
San Francisco,
California
| $1.91B | +$109M | 16 | 0.47% | Increased |
|
| 7 |
Jennison Associates
New York
| $1.64B | +$237M | 5 | 1.54% | Increased |
|
| 8 |
Northern Trust
Chicago,
Illinois
| $1.63B | +$20.7M | 19 | 0.49% | Increased |
|
| 9 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.62B | -$49.3M | 2 | 0.82% | Reduced |
|
| 10 |
Wells Fargo
San Francisco,
California
| $1.62B | +$113M | 18 | 0.63% | Increased |
|
| 11 |
Wellington Management Group
Boston,
Massachusetts
| $1.16B | +$91.2M | 10 | 0.31% | Increased |
|
| 12 |
JP Morgan Chase
New York
| $1.15B | -$31.3M | 10 | 0.26% | Reduced |
|
| 13 |
BlackRock Group
London,
United Kingdom
| $1.06B | +$86.1M | 12 | 0.57% | Increased |
|
| 14 |
Artisan Partners
Milwaukee,
Wisconsin
| $1B | +$181M | 4 | 1.74% | Increased |
|
| 15 |
TIAA CREF Investment Management
New York
| $990M | -$56.9M | 14 | 0.69% | Reduced |
|
| 16 |
Neuberger Berman Group
New York
| $888M | -$58M | 5 | 0.92% | Reduced |
|
| 17 |
Norges Bank
Oslo,
Norway
| $882M | -$4.71M | 11 | 0.45% | Reduced |
|
| 18 |
Capital World Investors
Los Angeles,
California
| $869M | +$88.7M | 3 | 0.24% | Increased |
|
| 19 |
Goldman Sachs
New York
| $850M | -$37.3M | 15 | 0.27% | Reduced |
|
| 20 |
Capital Research Global Investors
Los Angeles,
California
| $846M | +$815K | 3 | 0.29% | Increased |
|
| 21 |
Geode Capital Management
Boston,
Massachusetts
| $822M | +$30.9M | 18 | 0.49% | Increased |
|
| 22 |
Ameriprise
Minneapolis,
Minnesota
| $815M | +$159M | 11 | 0.48% | Increased |
|
| 23 |
Primecap Management
Pasadena,
California
| $794M | +$23.9M | 1 | 0.8% | Increased |
|
| 24 |
Morgan Stanley
New York
| $794M | -$10.2M | 22 | 0.29% | Reduced |
|
| 25 |
Franklin Resources
San Mateo,
California
| $782M | +$16.6M | 5 | 0.35% | Increased |
|