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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
$7.77B +$402M 24 0.46% Increased
2
State Street
State Street
Massachusetts
$4.15B +$285M 19 0.42% Increased
3
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$2.72B +$2.87M 22 0.42% Increased
4
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$2.26B +$110M 24 0.46% Increased
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.81B -$174M 13 0.24% Reduced
6
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.6B +$6.18M 3 0.78% Increased
7
Bank of New York Mellon
Bank of New York Mellon
New York
$1.6B -$1.27M 20 0.48% Reduced
8
Goldman Sachs
Goldman Sachs
New York
$1.52B -$10.7M 17 0.46% Reduced
9
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.49B +$145M 9 0.3% Increased
10
Northern Trust
Northern Trust
Illinois
$1.45B +$89.9M 22 0.45% Increased
11
Bank of America
Bank of America
North Carolina
$1.44B +$155M 27 0.32% Increased
12
Wells Fargo
Wells Fargo
California
$1.33B -$8.92M 21 0.49% Reduced
13
Icahn Carl
Icahn Carl
Florida
$1.22B +$165M 1 6.14% Increased
14
Capital Research Global Investors
Capital Research Global Investors
California
$1.12B -$392M 3 0.37% Reduced
15
JP Morgan Chase
JP Morgan Chase
New York
$1.09B +$293M 14 0.27% Increased
16
Norges Bank
Norges Bank
Norway
$959M +$94.5M 11 0.45% Increased
17
TM
TSG6 Management
California
$920M -$165M 1 100% Reduced
18
Macquarie Group
Macquarie Group
Australia
$919M +$734M 5 1.77% Increased
19
Geode Capital Management
Geode Capital Management
Massachusetts
$889M +$26.2M 22 0.45% Increased
20
Wellington Management Group
Wellington Management Group
Massachusetts
$879M +$80.1M 9 0.22% Increased
21
BlackRock Group
BlackRock Group
United Kingdom
$858M +$2.53M 14 0.43% Increased
22
Morgan Stanley
Morgan Stanley
New York
$846M +$93.3M 25 0.29% Increased
23
Manning & Napier Advisors
Manning & Napier Advisors
New York
$757M +$5.4M 3 4.65% Increased
24
Neuberger Berman Group
Neuberger Berman Group
New York
$743M -$23.5M 5 1.01% Reduced
25
Franklin Resources
Franklin Resources
California
$735M +$68.8M 5 0.38% Increased