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 | |
|---|---|---|---|---|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
| $32.4B | +$826M | 44 | 1.35% | Increased |
|
| 2 |
BlackRock
New York
| $29.1B | +$1.07B | 47 | 1.34% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $13.9B | -$128M | 42 | 1.16% | Reduced |
|
| 4 |
Capital World Investors
Los Angeles,
California
| $12.4B | +$818M | 11 | 2.66% | Increased |
|
| 5 |
Capital Research Global Investors
Los Angeles,
California
| $11.4B | +$305M | 10 | 3.1% | Increased |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $10B | -$311M | 31 | 1.15% | Reduced |
|
| 7 |
T. Rowe Price Associates
Baltimore,
Maryland
| $8.12B | +$87.8M | 33 | 1.24% | Increased |
|
| 8 |
Bank of America
Charlotte,
North Carolina
| $6.42B | -$605M | 48 | 1.06% | Reduced |
|
| 9 |
Morgan Stanley
New York
| $5.49B | +$476M | 50 | 1.48% | Increased |
|
| 10 |
JP Morgan Chase
New York
| $5.23B | -$246M | 43 | 1.07% | Reduced |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $5.11B | +$33.2M | 45 | 1.3% | Increased |
|
| 12 |
Bank of New York Mellon
New York
| $4.96B | +$159M | 41 | 1.35% | Increased |
|
| 13 |
Massachusetts Financial Services
Boston,
Massachusetts
| $4.72B | +$72.4M | 9 | 2.02% | Increased |
|
| 14 |
Wellington Management Group
Boston,
Massachusetts
| $4.61B | -$728M | 24 | 1.03% | Reduced |
|
| 15 |
Geode Capital Management
Boston,
Massachusetts
| $4.52B | +$192M | 42 | 1.39% | Increased |
|
| 16 |
Wells Fargo
San Francisco,
California
| $3.96B | -$28.5M | 44 | 1.17% | Reduced |
|
| 17 |
Invesco
Atlanta,
Georgia
| $3.73B | +$553M | 39 | 1.23% | Increased |
|
| 18 |
Goldman Sachs
New York
| $3.53B | -$308M | 41 | 0.96% | Reduced |
|
| 19 |
Ameriprise
Minneapolis,
Minnesota
| $3.06B | -$429M | 34 | 1.36% | Reduced |
|
| 20 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $2.93B | +$130M | 48 | 1.46% | Increased |
|
| 21 |
TIAA CREF Investment Management
New York
| $2.49B | -$22.4M | 34 | 1.67% | Reduced |
|
| 22 |
Dimensional Fund Advisors
Austin,
Texas
| $2.4B | +$35.1M | 46 | 0.96% | Increased |
|
| 23 |
Fayez Sarofim & Co
Houston,
Texas
| $2.37B | -$23.6M | 7 | 12.77% | Reduced |
|
| 24 |
Franklin Resources
San Mateo,
California
| $2.37B | +$13.8M | 16 | 1.21% | Increased |
|
| 25 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $2.36B | +$36.4M | 4 | 3.81% | Increased |
|