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
| $34.4B | +$689M | 47 | 1.17% | Increased |
|
| 2 |
BlackRock
New York
| $29.1B | +$282M | 50 | 1.11% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $15.9B | +$294M | 44 | 1.09% | Increased |
|
| 4 |
Capital World Investors
Los Angeles,
California
| $14.1B | +$1.26B | 11 | 3.14% | Increased |
|
| 5 |
Capital Research Global Investors
Los Angeles,
California
| $11.8B | +$138M | 15 | 3.53% | Increased |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $9.24B | +$193M | 32 | 1.2% | Increased |
|
| 7 |
Fidelity Investments
Boston,
Massachusetts
| $9.18B | +$618M | 40 | 1.01% | Increased |
|
| 8 |
JP Morgan Chase
New York
| $6.24B | +$735M | 44 | 1.16% | Increased |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $5.95B | +$256M | 44 | 1.24% | Increased |
|
| 10 |
Capital International Investors
Los Angeles,
California
| $5.67B | +$133M | 7 | 1.93% | Increased |
|
| 11 |
Morgan Stanley
New York
| $5.59B | +$224M | 54 | 1.3% | Increased |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $5.29B | -$238M | 49 | 0.76% | Reduced |
|
| 13 |
Invesco
Atlanta,
Georgia
| $5.17B | -$13M | 39 | 1.61% | Reduced |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $4.73B | +$86.2M | 45 | 1.06% | Increased |
|
| 15 |
Bank of New York Mellon
New York
| $4.65B | +$192M | 43 | 1.2% | Increased |
|
| 16 |
Goldman Sachs
New York
| $3.41B | +$897M | 46 | 0.87% | Increased |
|
| 17 |
Wells Fargo
San Francisco,
California
| $3.41B | -$59.9M | 49 | 0.92% | Reduced |
|
| 18 |
Nuveen
Charlotte,
North Carolina
| $3.2B | +$238M | 37 | 1.21% | Increased |
|
| 19 |
Massachusetts Financial Services
Boston,
Massachusetts
| $3.13B | -$272M | 11 | 1.18% | Reduced |
|
| 20 |
Wellington Management Group
Boston,
Massachusetts
| $2.91B | +$16M | 20 | 0.61% | Increased |
|
| 21 |
Ameriprise
Minneapolis,
Minnesota
| $2.79B | +$59.3M | 36 | 1.16% | Increased |
|
| 22 |
Dimensional Fund Advisors
Austin,
Texas
| $2.59B | +$13.3M | 48 | 0.94% | Increased |
|
| 23 |
Janus Henderson Group
London,
| $2.37B | +$188M | 18 | 1.21% | Increased |
|
| 24 |
Charles Schwab
San Francisco,
California
| $2.35B | +$95.6M | 37 | 1.26% | Increased |
|
| 25 |
Legal & General Group
London,
United Kingdom
| $2.09B | +$62.3M | 42 | 1% | Increased |
|