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
| $30.8B | +$145M | 46 | 1.16% | Increased |
|
| 2 |
BlackRock
New York
| $26.7B | -$234M | 49 | 1.14% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $14.1B | +$259M | 44 | 1.05% | Increased |
|
| 4 |
Capital World Investors
Los Angeles,
California
| $12.1B | +$918M | 12 | 2.83% | Increased |
|
| 5 |
Capital Research Global Investors
Los Angeles,
California
| $11.1B | +$477M | 10 | 3.52% | Increased |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $8.2B | -$710M | 32 | 1.15% | Reduced |
|
| 7 |
Fidelity Investments
Boston,
Massachusetts
| $7.61B | -$860M | 39 | 0.89% | Reduced |
|
| 8 |
Invesco
Atlanta,
Georgia
| $5.49B | +$1.28B | 40 | 1.41% | Increased |
|
| 9 |
Bank of America
Charlotte,
North Carolina
| $5.36B | +$208M | 48 | 0.81% | Increased |
|
| 10 |
Capital International Investors
Los Angeles,
California
| $5.23B | +$55.6M | 7 | 2.09% | Increased |
|
| 11 |
Geode Capital Management
Boston,
Massachusetts
| $5.04B | +$26.7M | 44 | 1.22% | Increased |
|
| 12 |
Morgan Stanley
New York
| $4.98B | +$259M | 51 | 1.32% | Increased |
|
| 13 |
JP Morgan Chase
New York
| $4.86B | -$121M | 44 | 0.95% | Reduced |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $4.49B | +$314K | 47 | 1.07% | Increased |
|
| 15 |
Bank of New York Mellon
New York
| $4.05B | -$152M | 43 | 1.1% | Reduced |
|
| 16 |
Wells Fargo
San Francisco,
California
| $3.45B | +$31.7M | 47 | 0.99% | Increased |
|
| 17 |
Massachusetts Financial Services
Boston,
Massachusetts
| $3.41B | -$129M | 12 | 1.39% | Reduced |
|
| 18 |
Goldman Sachs
New York
| $2.99B | +$20.9M | 44 | 0.86% | Increased |
|
| 19 |
Nuveen
Charlotte,
North Carolina
| $2.94B | +$2.76B | 39 | 1.16% | Increased |
|
| 20 |
Wellington Management Group
Boston,
Massachusetts
| $2.86B | -$107M | 20 | 0.63% | Reduced |
|
| 21 |
Ameriprise
Minneapolis,
Minnesota
| $2.59B | -$3.79M | 39 | 1.16% | Reduced |
|
| 22 |
Dimensional Fund Advisors
Austin,
Texas
| $2.41B | +$69.7M | 48 | 0.93% | Increased |
|
| 23 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $2.2B | +$76.4M | 51 | 1.29% | Increased |
|
| 24 |
Fayez Sarofim & Co
Houston,
Texas
| $2.03B | -$52.4M | 7 | 10.49% | Reduced |
|
| 25 |
Charles Schwab
San Francisco,
California
| $2.02B | +$50.6M | 37 | 1.23% | Increased |
|