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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
$7.63B -$170M 21 0.52% Reduced
2
State Street
State Street
Massachusetts
$4.64B -$200M 17 0.5% Reduced
3
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$3.25B -$84.1M 19 0.52% Reduced
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.33B -$212M 10 0.3% Reduced
5
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$2.09B +$13M 17 0.5% Increased
6
Bank of New York Mellon
Bank of New York Mellon
New York
$1.94B -$208M 19 0.53% Reduced
7
Northern Trust
Northern Trust
Illinois
$1.73B -$30M 18 0.52% Reduced
8
JP Morgan Chase
JP Morgan Chase
New York
$1.69B +$231M 10 0.4% Increased
9
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.68B -$18.7M 2 0.85% Reduced
10
Wells Fargo
Wells Fargo
California
$1.39B -$248M 18 0.54% Reduced
11
Wellington Management Group
Wellington Management Group
Massachusetts
$1.24B -$84M 10 0.32% Reduced
12
BlackRock Group
BlackRock Group
United Kingdom
$1.16B +$6.43M 13 0.63% Increased
13
Jennison Associates
Jennison Associates
New York
$1.14B -$254M 4 1.05% Reduced
14
Morgan Stanley
Morgan Stanley
New York
$1.13B +$157M 23 0.39% Increased
15
Goldman Sachs
Goldman Sachs
New York
$1.06B +$85.3M 16 0.33% Increased
16
Capital World Investors
Capital World Investors
California
$1.05B -$34M 3 0.28% Reduced
17
Capital Research Global Investors
Capital Research Global Investors
California
$992M -$8.14M 3 0.33% Reduced
18
Geode Capital Management
Geode Capital Management
Massachusetts
$953M +$25.7M 19 0.54% Increased
19
Icahn Carl
Icahn Carl
Florida
$937M $0 1 3% Maintained
20
Primecap Management
Primecap Management
California
$871M -$1.34M 1 0.86% Reduced
21
Norges Bank
Norges Bank
Norway
$834M -$171M 9 0.42% Reduced
22
Neuberger Berman Group
Neuberger Berman Group
New York
$830M -$33.5M 5 0.92% Reduced
23
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$828M +$55.9M 8 0.17% Increased
24
Bank of America
Bank of America
North Carolina
$795M +$13.6M 20 0.26% Increased
25
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$746M $0 1 1.14% Maintained