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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
1976
FA
FCG Advisors
New Jersey
$473K +$25K 2 0.39% Increased
1977
BWAM
Boyd Watterson Asset Management
Ohio
$472K -$3.11K 1 0.2% Reduced
1978
AW
Alpha Windward
Massachusetts
$471K -$840K 3 0.35% Reduced
1979
FMW
Farr Miller & Washington
District of Columbia
$471K -$345K 1 0.06% Reduced
1980
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$470K -$572K 1 0.03% Reduced
1981
GAM
Gemmer Asset Management
California
$470K -$38.5K 14 0.3% Reduced
1982
WCA
Westover Capital Advisors
Delaware
$468K -$1.38M 1 0.4% Reduced
1983
CWM
Cranbrook Wealth Management
Michigan
$467K +$461 4 0.27% Increased
1984
DCM
Dialectic Capital Management
Connecticut
$461K -$920K 1 0.15% Reduced
1985
Donaldson Capital Management
Donaldson Capital Management
Indiana
$458K -$35.4K 2 0.07% Reduced
1986
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$457K -$55.5K 1 0.32% Reduced
1987
Rockefeller Financial Services
Rockefeller Financial Services
New York
$456K +$190K 3 0.01% Increased
1988
WCM
Westend Capital Management
California
$456K -$51K 1 0.58% Reduced
1989
CC
Cadinha & Co
Hawaii
$451K -$383K 2 0.11% Reduced
1990
RCM
Reynolds Capital Management
Nevada
$451K +$61.7K 1 0.56% Increased
1991
TSS
Two Sigma Securities
New York
$447K -$398K 2 0.7% Reduced
1992
ZB
Zions Bancorporation
Utah
$443K -$1.04M 11 0.08% Reduced
1993
Koshinski Asset Management
Koshinski Asset Management
Illinois
$442K +$204K 2 0.28% Increased
1994
QIM
Quest Investment Management
Oregon
$442K -$5.61M 1 0.06% Reduced
1995
New York Life Investment Management
New York Life Investment Management
New York
$441K $0 1 0.04% Maintained
1996
FMP
Financial Management Professionals
Texas
$440K +$1.88K 2 0.3% Increased
1997
DAL
David A. Lorber
$436K -$86.5K 2 1.67% Reduced
1998
TCM
Tanaka Capital Management
New York
$434K +$22.2K 1 1.1% Increased
1999
SCM
Sterneck Capital Management
Missouri
$432K +$442K 1 0.28% New
2000
SKK
Shepherd Kaplan Krochuk
Massachusetts
$431K -$373K 2 0.11% Reduced