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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
$7.27B +$244M 22 0.47% Increased
2
State Street
State Street
Massachusetts
$4.01B -$48.2M 17 0.43% Reduced
3
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$2.81B -$32.6M 21 0.46% Reduced
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.07B -$338M 11 0.29% Reduced
5
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$1.95B +$156M 22 0.45% Increased
6
Capital Research Global Investors
Capital Research Global Investors
California
$1.66B +$823M 3 0.57% Increased
7
Bank of New York Mellon
Bank of New York Mellon
New York
$1.6B +$43.5M 19 0.48% Increased
8
Northern Trust
Northern Trust
Illinois
$1.43B -$17.2M 20 0.47% Reduced
9
Wells Fargo
Wells Fargo
California
$1.38B -$14.2M 21 0.55% Reduced
10
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.36B +$79.9M 3 0.71% Increased
11
Goldman Sachs
Goldman Sachs
New York
$1.36B +$154M 16 0.45% Increased
12
Bank of America
Bank of America
North Carolina
$1.14B -$143M 19 0.28% Reduced
13
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.09B +$230M 8 0.23% Increased
14
TM
TSG6 Management
California
$1.06B $0 1 100% Maintained
15
Icahn Carl
Icahn Carl
Florida
$1.05B $0 1 4.87% Maintained
16
Jennison Associates
Jennison Associates
New York
$984M -$25.2M 3 1.03% Reduced
17
Geode Capital Management
Geode Capital Management
Massachusetts
$863M +$10.2M 20 0.46% Increased
18
Norges Bank
Norges Bank
Norway
$861M -$23M 9 0.42% Reduced
19
Neuberger Berman Group
Neuberger Berman Group
New York
$850M +$39M 5 1.17% Increased
20
BlackRock Group
BlackRock Group
United Kingdom
$848M -$47.4M 15 0.46% Reduced
21
Morgan Stanley
Morgan Stanley
New York
$779M -$387M 23 0.3% Reduced
22
Franklin Resources
Franklin Resources
California
$730M +$90.1M 6 0.39% Increased
23
Primecap Management
Primecap Management
California
$703M +$6.73M 1 0.73% Increased
24
JP Morgan Chase
JP Morgan Chase
New York
$681M -$119M 15 0.17% Reduced
25
Manning & Napier Advisors
Manning & Napier Advisors
New York
$672M +$154M 2 3.89% Increased