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
| $10.5B | +$204M | 25 | 0.51% | Increased |
|
| 2 |
BlackRock
New York
| $8.42B | -$71.2M | 26 | 0.45% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $5.36B | -$155M | 17 | 0.47% | Reduced |
|
| 4 |
Capital Research Global Investors
Los Angeles,
California
| $3.36B | +$515M | 3 | 1.05% | Increased |
|
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
| $2.7B | +$104M | 3 | 1.2% | Increased |
|
| 6 |
Wellington Management Group
Boston,
Massachusetts
| $2.65B | +$557M | 7 | 0.62% | Increased |
|
| 7 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.36B | +$588M | 10 | 0.42% | Increased |
|
| 8 |
Bank of New York Mellon
New York
| $2.19B | -$11.2M | 21 | 0.62% | Reduced |
|
| 9 |
Northern Trust
Chicago,
Illinois
| $1.85B | +$44.2M | 25 | 0.52% | Increased |
|
| 10 |
Fidelity Investments
Boston,
Massachusetts
| $1.69B | -$57.3M | 12 | 0.21% | Reduced |
|
| 11 |
Icahn Carl
Sunny Isles Beach,
Florida
| $1.63B | $0 | 1 | 8.34% | Maintained |
|
| 12 |
Goldman Sachs
New York
| $1.58B | -$117M | 18 | 0.41% | Reduced |
|
| 13 |
Bank of America
Charlotte,
North Carolina
| $1.52B | -$131M | 26 | 0.3% | Reduced |
|
| 14 |
Wells Fargo
San Francisco,
California
| $1.38B | -$96.6M | 22 | 0.44% | Reduced |
|
| 15 |
Norges Bank
Oslo,
Norway
| $1.33B | +$84.3M | 9 | 0.53% | Increased |
|
| 16 |
Geode Capital Management
Boston,
Massachusetts
| $1.22B | +$12.2M | 23 | 0.48% | Increased |
|
| 17 |
Franklin Resources
San Mateo,
California
| $1.11B | +$331M | 4 | 0.56% | Increased |
|
| 18 |
Dimensional Fund Advisors
Austin,
Texas
| $1.09B | +$151M | 21 | 0.5% | Increased |
|
| 19 |
JP Morgan Chase
New York
| $1.05B | -$113M | 16 | 0.24% | Reduced |
|
| 20 |
AG
Artal Group
Luxembourg
| $984M | $0 | 1 | 17.19% | Maintained |
|
| 21 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $929M | -$99.5M | 6 | 1.7% | Reduced |
|
| 22 |
AllianceBernstein
Nashville,
Tennessee
| $784M | +$55.2M | 16 | 0.61% | Increased |
|
| 23 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| $774M | $0 | 1 | 1.07% | Maintained |
|
| 24 |
Morgan Stanley
New York
| $765M | -$4.01M | 25 | 0.23% | Reduced |
|
| 25 |
Starboard Value
New York
| $728M | $0 | 1 | 21.23% | Maintained |
|