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
| $32.2B | +$363M | 44 | 1.26% | Increased |
|
| 2 |
BlackRock
New York
| $28.9B | +$382M | 47 | 1.25% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $14.4B | +$662M | 42 | 1.11% | Increased |
|
| 4 |
Capital Research Global Investors
Los Angeles,
California
| $11.2B | +$157M | 10 | 3.27% | Increased |
|
| 5 |
Capital World Investors
Los Angeles,
California
| $9.11B | -$2.96B | 10 | 2.22% | Reduced |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $8.93B | -$863M | 38 | 1% | Reduced |
|
| 7 |
T. Rowe Price Associates
Baltimore,
Maryland
| $8.71B | +$1.29B | 33 | 1.27% | Increased |
|
| 8 |
Bank of America
Charlotte,
North Carolina
| $5.96B | -$411M | 48 | 0.93% | Reduced |
|
| 9 |
Capital International Investors
Los Angeles,
California
| $5.8B | +$4.33B | 8 | 2.65% | Increased |
|
| 10 |
Morgan Stanley
New York
| $5.77B | +$365M | 51 | 1.44% | Increased |
|
| 11 |
JP Morgan Chase
New York
| $5.3B | +$146M | 44 | 1.02% | Increased |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $4.89B | -$131M | 46 | 1.2% | Reduced |
|
| 13 |
Bank of New York Mellon
New York
| $4.84B | -$19.8M | 41 | 1.24% | Reduced |
|
| 14 |
Massachusetts Financial Services
Boston,
Massachusetts
| $4.53B | -$189M | 12 | 1.87% | Reduced |
|
| 15 |
Geode Capital Management
Boston,
Massachusetts
| $4.5B | +$29.8M | 42 | 1.27% | Increased |
|
| 16 |
Wellington Management Group
Boston,
Massachusetts
| $3.84B | -$601M | 24 | 0.81% | Reduced |
|
| 17 |
Invesco
Atlanta,
Georgia
| $3.77B | +$197M | 39 | 1.19% | Increased |
|
| 18 |
Wells Fargo
San Francisco,
California
| $3.73B | -$74.5M | 44 | 1.05% | Reduced |
|
| 19 |
Ameriprise
Minneapolis,
Minnesota
| $3.62B | +$105M | 34 | 1.27% | Increased |
|
| 20 |
Goldman Sachs
New York
| $3.3B | -$109M | 41 | 0.85% | Reduced |
|
| 21 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $2.81B | -$52.9M | 48 | 1.42% | Reduced |
|
| 22 |
Franklin Resources
San Mateo,
California
| $2.45B | +$213M | 18 | 1.22% | Increased |
|
| 23 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $2.45B | +$20.7M | 4 | 3.89% | Increased |
|
| 24 |
Fayez Sarofim & Co
Houston,
Texas
| $2.4B | -$12.2M | 7 | 12.56% | Reduced |
|
| 25 |
Dimensional Fund Advisors
Austin,
Texas
| $2.39B | +$65.1M | 47 | 0.91% | Increased |
|