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
| $17.6B | +$105M | 28 | 0.66% | Increased |
|
| 2 |
BlackRock
New York
| $14.8B | +$300M | 33 | 0.63% | Increased |
|
| 3 |
Capital Research Global Investors
Los Angeles,
California
| $10.6B | +$230M | 2 | 3.37% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $7.97B | -$20.2M | 23 | 0.59% | Reduced |
|
| 5 |
Wellington Management Group
Boston,
Massachusetts
| $4.02B | -$203M | 7 | 0.89% | Reduced |
|
| 6 |
Capital International Investors
Los Angeles,
California
| $3.81B | +$961M | 2 | 1.52% | Increased |
|
| 7 |
Fidelity Investments
Boston,
Massachusetts
| $3.36B | -$33M | 20 | 0.39% | Reduced |
|
| 8 |
Northern Trust
Chicago,
Illinois
| $2.89B | +$8.48M | 30 | 0.68% | Increased |
|
| 9 |
Massachusetts Financial Services
Boston,
Massachusetts
| $2.86B | -$49.3M | 6 | 1.16% | Reduced |
|
| 10 |
Geode Capital Management
Boston,
Massachusetts
| $2.71B | +$37.2M | 28 | 0.66% | Increased |
|
| 11 |
Morgan Stanley
New York
| $2.63B | +$101M | 33 | 0.7% | Increased |
|
| 12 |
Bank of New York Mellon
New York
| $2.4B | -$152M | 26 | 0.66% | Reduced |
|
| 13 |
Bank of America
Charlotte,
North Carolina
| $2.25B | -$11.7M | 33 | 0.34% | Reduced |
|
| 14 |
Wells Fargo
San Francisco,
California
| $1.97B | -$118M | 29 | 0.56% | Reduced |
|
| 15 |
Norges Bank
Oslo,
Norway
| $1.97B | +$98.7M | 12 | 0.61% | Increased |
|
| 16 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.82B | -$192M | 15 | 0.26% | Reduced |
|
| 17 |
Janus Henderson Group
London,
| $1.76B | -$10.7M | 10 | 0.96% | Reduced |
|
| 18 |
Goldman Sachs
New York
| $1.61B | +$41.1M | 19 | 0.46% | Increased |
|
| 19 |
Dimensional Fund Advisors
Austin,
Texas
| $1.52B | -$55.1M | 25 | 0.59% | Reduced |
|
| 20 |
AllianceBernstein
Nashville,
Tennessee
| $1.52B | +$3.59M | 17 | 0.95% | Increased |
|
| 21 |
Icahn Carl
Sunny Isles Beach,
Florida
| $1.51B | $0 | 1 | 5.68% | Maintained |
|
| 22 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| $1.34B | $0 | 1 | 1.66% | Maintained |
|
| 23 |
Invesco
Atlanta,
Georgia
| $1.33B | +$496M | 16 | 0.34% | Increased |
|
| 24 |
Nuveen
Charlotte,
North Carolina
| $1.3B | +$1.2B | 21 | 0.51% | Increased |
|
| 25 |
Franklin Resources
San Mateo,
California
| $1.21B | -$95.7M | 9 | 0.64% | Reduced |
|