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
| $9.29B | +$1.23B | 24 | 0.48% | Increased |
|
| 2 |
BlackRock
New York
| $7.74B | +$7.42B | 25 | 0.42% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $5.05B | +$767M | 19 | 0.45% | Increased |
|
| 4 |
Capital Research Global Investors
Los Angeles,
California
| $2.47B | +$1.37B | 3 | 0.78% | Increased |
|
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
| $2.37B | +$761M | 3 | 1.11% | Increased |
|
| 6 |
Bank of New York Mellon
New York
| $2B | +$236M | 20 | 0.55% | Increased |
|
| 7 |
Wellington Management Group
Boston,
Massachusetts
| $1.86B | +$905M | 7 | 0.45% | Increased |
|
| 8 |
Northern Trust
Chicago,
Illinois
| $1.64B | +$150M | 23 | 0.47% | Increased |
|
| 9 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.58B | +$40.4M | 10 | 0.3% | Increased |
|
| 10 |
Goldman Sachs
New York
| $1.54B | +$94.9M | 18 | 0.42% | Increased |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| $1.49B | +$81M | 26 | 0.3% | Increased |
|
| 12 |
Fidelity Investments
Boston,
Massachusetts
| $1.41B | -$58.5M | 14 | 0.18% | Reduced |
|
| 13 |
Wells Fargo
San Francisco,
California
| $1.34B | -$10.4M | 21 | 0.43% | Reduced |
|
| 14 |
Icahn Carl
Sunny Isles Beach,
Florida
| $1.33B | +$20.7M | 1 | 6.67% | Increased |
|
| 15 |
Norges Bank
Oslo,
Norway
| $1.12B | +$96.4M | 10 | 0.46% | Increased |
|
| 16 |
Geode Capital Management
Boston,
Massachusetts
| $1.1B | +$177M | 23 | 0.45% | Increased |
|
| 17 |
JP Morgan Chase
New York
| $1.06B | -$112M | 20 | 0.24% | Reduced |
|
| 18 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $942M | -$53.8M | 5 | 1.71% | Reduced |
|
| 19 |
Dimensional Fund Advisors
Austin,
Texas
| $842M | +$108M | 21 | 0.4% | Increased |
|
| 20 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| $707M | $0 | 1 | 0.99% | Maintained |
|
| 21 |
Morgan Stanley
New York
| $698M | -$120M | 26 | 0.21% | Reduced |
|
| 22 |
Franklin Resources
San Mateo,
California
| $693M | +$35.4M | 4 | 0.35% | Increased |
|
| 23 |
TIAA CREF Investment Management
New York
| $660M | +$29.7M | 19 | 0.47% | Increased |
|
| 24 |
Primecap Management
Pasadena,
California
| $654M | -$5.56M | 1 | 0.59% | Reduced |
|
| 25 |
AllianceBernstein
Nashville,
Tennessee
| $649M | +$69.5M | 15 | 0.52% | Increased |
|