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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
1951
CCM
Catawba Capital Management
Virginia
$340K $0 1 0.08% Maintained
1952
EIM
Essex Investment Management
Massachusetts
$340K $0 1 0.05% Maintained
1953
AT
Arvest Trust
Oklahoma
$339K -$6.06K 1 0.03% Reduced
1954
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$337K -$869K 1 0.05% Reduced
1955
CCM
CrestPoint Capital Management
Missouri
$337K -$587K 1 0.21% Reduced
1956
SMC
Smith, Moore & Co
Missouri
$334K -$5.92K 1 0.2% Reduced
1957
BFA
Beaumont Financial Advisors
Massachusetts
$333K -$405K 1 0.03% Reduced
1958
LC
Lilley & Co
Michigan
$333K -$2.42K 1 0.15% Reduced
1959
BT
Beacon Trust
New Jersey
$332K +$3.64K 1 0.06% Increased
1960
FAT
First American Trust
California
$326K -$3.03M 1 0.12% Reduced
1961
BIM
Baldwin Investment Management
Pennsylvania
$324K -$2.33K 1 0.14% Reduced
1962
MAM
Mastrapasqua Asset Management
Tennessee
$324K -$31.3K 1 0.08% Reduced
1963
T
TOBAM
France
$318K -$49.6M 1 0.02% Reduced
1964
NEPWA
New England Private Wealth Advisors
Massachusetts
$317K -$4.04K 1 0.13% Reduced
1965
WCM
Washington Capital Management
Washington
$312K -$1.6M 1 0.11% Reduced
1966
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$311K $0 1 0.1% Maintained
1967
FVCM
F&V Capital Management
Florida
$305K +$1.62K 1 0.24% Increased
1968
MCM
Marathon Capital Management
Maryland
$304K -$206K 1 0.23% Reduced
1969
SAM
Sawgrass Asset Management
Florida
$304K -$76.8K 1 0.02% Reduced
1970
HBWM
Hollow Brook Wealth Management
New York
$303K +$40.4K 1 0.1% Increased
1971
FWM
Focused Wealth Management
New York
$301K +$19.5K 3 0.25% Increased
1972
One Capital Management
One Capital Management
California
$297K +$293K 1 0.11% New
1973
BHTS
Bar Harbor Trust Services
Maine
$295K -$36.4K 1 0.13% Reduced
1974
CHAM
Clear Harbor Asset Management
Connecticut
$294K $0 1 0.07% Maintained
1975
SAIG
Semper Augustus Investments Group
Colorado
$294K $0 1 0.17% Maintained