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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
1901
WPIC
White Pine Investment Company
Michigan
$730K $0 2 0.42% Maintained
1902
LA
Lucus Advisors
New York
$729K +$763K 2 0.33% New
1903
MLM
Mount Lucas Management
Pennsylvania
$729K -$582K 1 0.08% Reduced
1904
AIM
Avity Investment Management
Connecticut
$721K -$30.1K 1 0.12% Reduced
1905
HRIA
Haberer Registered Investment Advisor
Ohio
$720K -$406K 4 0.41% Reduced
1906
CC
Cornerstone Capital
California
$717K -$314K 3 0.19% Reduced
1907
MSU
Maple Securities USA
New Jersey
$716K -$5.2M 2 0.06% Reduced
1908
SignatureFD
SignatureFD
Georgia
$716K +$60.2K 9 0.18% Increased
1909
TBNY
Trustco Bank (New York)
New York
$712K $0 2 0.64% Maintained
1910
FWP
FAS Wealth Partners
Kansas
$709K -$21.6K 2 0.37% Reduced
1911
RWM
RKL Wealth Management
Pennsylvania
$704K -$2.34M 2 0.46% Reduced
1912
CRM
Cramer Rosenthal McGlynn
Connecticut
$702K -$1.27M 1 0.01% Reduced
1913
Modera Wealth Management
Modera Wealth Management
New Jersey
$701K -$4.87K 2 0.27% Reduced
1914
IC
Inverness Counsel
New York
$700K +$304K 2 0.05% Increased
1915
TIA
Tiemann Investment Advisors
California
$698K +$42.9K 2 0.75% Increased
1916
HS
HighVista Strategies
Massachusetts
$695K +$52.5K 3 0.09% Increased
1917
PHAM
Palisades Hudson Asset Management
Florida
$693K $0 2 0.54% Maintained
1918
PFM
Parsec Financial Management
North Carolina
$693K -$69.4K 2 0.07% Reduced
1919
SFS
Summit Financial Strategies
Ohio
$689K +$703K 2 0.56% New
1920
Allworth Financial
Allworth Financial
California
$687K -$209K 1 0.26% Reduced
1921
BMC
Benin Management Corp
Connecticut
$686K +$8.51K 2 0.36% Increased
1922
MPAM
Murphy Pohlad Asset Management
Minnesota
$684K +$4.65K 1 0.49% Increased
1923
SFM
Signature Financial Management
Virginia
$684K $0 2 0.48% Maintained
1924
SRIM
Saratoga Research & Investment Management
California
$681K $0 2 0.06% Maintained
1925
CC
Cadinha & Co
Hawaii
$676K -$64.4K 1 0.12% Reduced