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
| $13.6B | +$358M | 27 | 0.57% | Increased |
|
| 2 |
BlackRock
New York
| $11.2B | +$511M | 29 | 0.51% | Increased |
|
| 3 |
Capital Research Global Investors
Los Angeles,
California
| $8.87B | +$777M | 2 | 2.42% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $5.89B | -$68.5M | 19 | 0.49% | Reduced |
|
| 5 |
Wellington Management Group
Boston,
Massachusetts
| $2.9B | -$238M | 10 | 0.64% | Reduced |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $2.71B | +$343M | 11 | 0.31% | Increased |
|
| 7 |
Massachusetts Financial Services
Boston,
Massachusetts
| $2.45B | -$39M | 4 | 1.05% | Reduced |
|
| 8 |
Bank of New York Mellon
New York
| $2.39B | -$103M | 23 | 0.65% | Reduced |
|
| 9 |
Northern Trust
Chicago,
Illinois
| $2.26B | +$32.8M | 28 | 0.57% | Increased |
|
| 10 |
AG
Artal Group
Luxembourg
| $2.1B | -$678M | 1 | 44.73% | Reduced |
|
| 11 |
Icahn Carl
Sunny Isles Beach,
Florida
| $1.89B | -$553M | 1 | 7.84% | Reduced |
|
| 12 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.79B | -$289M | 14 | 0.27% | Reduced |
|
| 13 |
Geode Capital Management
Boston,
Massachusetts
| $1.76B | +$74.1M | 26 | 0.54% | Increased |
|
| 14 |
Morgan Stanley
New York
| $1.68B | +$285M | 32 | 0.45% | Increased |
|
| 15 |
Wells Fargo
San Francisco,
California
| $1.67B | +$82.8M | 25 | 0.49% | Increased |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| $1.62B | -$239M | 28 | 0.27% | Reduced |
|
| 17 |
Norges Bank
Oslo,
Norway
| $1.55B | +$14.4M | 10 | 0.53% | Increased |
|
| 18 |
Goldman Sachs
New York
| $1.54B | -$122M | 20 | 0.42% | Reduced |
|
| 19 |
Dimensional Fund Advisors
Austin,
Texas
| $1.43B | -$20.4M | 21 | 0.57% | Reduced |
|
| 20 |
Franklin Resources
San Mateo,
California
| $1.33B | +$61.6M | 7 | 0.68% | Increased |
|
| 21 |
AllianceBernstein
Nashville,
Tennessee
| $1.21B | +$27M | 15 | 0.84% | Increased |
|
| 22 |
Janus Henderson Group
London,
| $1.03B | +$108M | 13 | 0.59% | Increased |
|
| 23 |
TIAA CREF Investment Management
New York
| $986M | +$85.6M | 18 | 0.66% | Increased |
|
| 24 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| $971M | $0 | 1 | 1.3% | Maintained |
|
| 25 |
Renaissance Technologies
New York
| $892M | +$96.5M | 20 | 0.97% | Increased |
|