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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
$7.38B +$285M 19 0.5% Increased
2
State Street
State Street
Massachusetts
$4.57B -$161M 15 0.47% Reduced
3
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$3.16B +$79.4M 19 0.49% Increased
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.36B -$16.3M 11 0.3% Reduced
5
Bank of New York Mellon
Bank of New York Mellon
New York
$2.02B -$167M 18 0.53% Reduced
6
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$2B +$68M 17 0.48% Increased
7
Northern Trust
Northern Trust
Illinois
$1.66B -$3.93M 19 0.5% Reduced
8
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.61B -$60.1M 2 0.81% Reduced
9
Wells Fargo
Wells Fargo
California
$1.54B -$101M 18 0.6% Reduced
10
Jennison Associates
Jennison Associates
New York
$1.35B -$316M 5 1.24% Reduced
11
JP Morgan Chase
JP Morgan Chase
New York
$1.34B +$159M 11 0.31% Increased
12
Wellington Management Group
Wellington Management Group
Massachusetts
$1.22B +$39.5M 10 0.31% Increased
13
BlackRock Group
BlackRock Group
United Kingdom
$1.08B -$1.13M 13 0.58% Reduced
14
Capital World Investors
Capital World Investors
California
$1.05B +$63.7M 3 0.28% Increased
15
Norges Bank
Norges Bank
Norway
$971M +$57M 11 0.48% Increased
16
Goldman Sachs
Goldman Sachs
New York
$917M +$40.9M 15 0.29% Increased
17
Morgan Stanley
Morgan Stanley
New York
$916M +$104M 23 0.34% Increased
18
Geode Capital Management
Geode Capital Management
Massachusetts
$874M +$31.2M 18 0.5% Increased
19
Neuberger Berman Group
Neuberger Berman Group
New York
$872M -$39.8M 5 0.93% Reduced
20
Capital Research Global Investors
Capital Research Global Investors
California
$845M -$8.33M 3 0.29% Reduced
21
Primecap Management
Primecap Management
California
$823M +$5.84M 1 0.8% Increased
22
Ameriprise
Ameriprise
Minnesota
$762M -$70.7M 11 0.44% Reduced
23
Bank of America
Bank of America
North Carolina
$747M -$25.5M 18 0.25% Reduced
24
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$733M -$47.1M 9 0.15% Reduced
25
Icahn Carl
Icahn Carl
Florida
$727M $0 1 2.27% Maintained