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Sin Stocks

Sin stocks are the businesses many funds are instructed to avoid — drink, tobacco, gambling, and weapons. Being excluded by others has historically left them cheap and generous with cash.

78 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1001
Savvy Advisors Inc
Savvy Advisors Inc
New York
$11.3M +$1.88M 8 0.24% Increased
1002
Tieton Capital Management
Tieton Capital Management
Washington
$11.3M +$3.92M 1 3.24% Increased
1003
TWS
Thomas W. Smith
$11.2M -$13.1M 1 9.93% Reduced
1004
Dark Forest Capital Management
Dark Forest Capital Management
Puerto Rico
$11.2M +$1.94M 7 0.72% Increased
1005
Pine Valley Investments
Pine Valley Investments
New Jersey
$11.1M -$7.28M 6 0.44% Reduced
1006
Beverly Hills Private Wealth
Beverly Hills Private Wealth
California
$11M -$9.29M 4 2.1% Reduced
1007
Graham Capital Management
Graham Capital Management
Connecticut
$11M -$7.3M 9 0.2% Reduced
1008
Burney Company
Burney Company
Virginia
$11M -$594K 5 0.3% Reduced
1009
GLOBALT Investments
GLOBALT Investments
Georgia
$11M +$1.71M 2 0.37% Increased
1010
Aureus Asset Management
Aureus Asset Management
Massachusetts
$11M -$153K 4 0.67% Reduced
1011
Arrow Capital Management
Arrow Capital Management
New York
$10.9M $0 1 6.05% Maintained
1012
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$10.9M -$552K 12 0.24% Reduced
1013
Westpac Banking Corp
Westpac Banking Corp
Australia
$10.9M -$3.75M 6 0.67% Reduced
1014
Caxton Associates (UK)
Caxton Associates (UK)
$10.9M -$46.1K 6 0.2% Reduced
1015
RiverFront Investment Group
RiverFront Investment Group
Virginia
$10.9M -$1.97M 3 0.14% Reduced
1016
Perigon Wealth Management
Perigon Wealth Management
California
$10.8M +$1.24M 7 0.17% Increased
1017
Nicolet Bankshares
Nicolet Bankshares
Wisconsin
$10.8M -$125K 2 0.34% Reduced
1018
BOK Financial
BOK Financial
Oklahoma
$10.8M -$4.54M 11 0.15% Reduced
1019
Howard Capital Management
Howard Capital Management
Georgia
$10.8M +$4.2M 3 0.13% Increased
1020
AC
Athos Capital
Hong Kong
$10.8M +$10.1M 1 3.83% New
1021
Global Endowment Management
Global Endowment Management
North Carolina
$10.8M +$10.5M 1 1.09% New
1022
Sanders Morris Harris
Sanders Morris Harris
Texas
$10.7M -$4.49M 2 6.23% Reduced
1023
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency
Massachusetts
$10.7M -$9.15M 3 1.1% Reduced
1024
GeoWealth Management
GeoWealth Management
Illinois
$10.7M -$806K 8 0.34% Reduced
1025
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors
Kansas
$10.7M +$5.51M 3 1.59% Increased