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
| $27.4B | -$387M | 46 | 0.97% | Reduced |
|
| 2 |
BlackRock
New York
| $23.4B | -$394M | 51 | 0.94% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $12.8B | -$110M | 42 | 0.93% | Reduced |
|
| 4 |
Capital World Investors
Los Angeles,
California
| $11.8B | -$351M | 10 | 2.84% | Reduced |
|
| 5 |
Capital Research Global Investors
Los Angeles,
California
| $8.76B | +$86.4M | 11 | 2.77% | Increased |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $7.26B | -$583M | 38 | 0.8% | Reduced |
|
| 7 |
Capital International Investors
Los Angeles,
California
| $6.43B | +$659M | 13 | 2.11% | Increased |
|
| 8 |
T. Rowe Price Associates
Baltimore,
Maryland
| $5.57B | -$537M | 31 | 0.7% | Reduced |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $4.78B | -$38.8M | 44 | 1.02% | Reduced |
|
| 10 |
Morgan Stanley
New York
| $4.71B | -$92.6M | 53 | 1.04% | Reduced |
|
| 11 |
JP Morgan Chase
New York
| $4.54B | -$41.1M | 47 | 0.88% | Reduced |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $4.43B | -$73.7M | 52 | 0.67% | Reduced |
|
| 13 |
Invesco
Atlanta,
Georgia
| $4.2B | +$345M | 41 | 1.5% | Increased |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $3.75B | +$12.2M | 47 | 0.89% | Increased |
|
| 15 |
Wellington Management Group
Boston,
Massachusetts
| $3.67B | +$383M | 21 | 0.82% | Increased |
|
| 16 |
Bank of New York Mellon
New York
| $3.53B | -$221M | 44 | 0.94% | Reduced |
|
| 17 |
Charles Schwab
San Francisco,
California
| $3.01B | +$204M | 38 | 1.47% | Increased |
|
| 18 |
Nuveen
Charlotte,
North Carolina
| $2.41B | +$17.1M | 39 | 0.98% | Increased |
|
| 19 |
Ameriprise
Minneapolis,
Minnesota
| $2.37B | +$156M | 35 | 1.02% | Increased |
|
| 20 |
Wells Fargo
San Francisco,
California
| $2.21B | -$245M | 51 | 0.64% | Reduced |
|
| 21 |
Dimensional Fund Advisors
Austin,
Texas
| $2.09B | -$16.8M | 46 | 0.92% | Reduced |
|
| 22 |
Fundsmith LLP
London,
United Kingdom
| $1.99B | +$173M | 2 | 8.66% | Increased |
|
| 23 |
Janus Henderson Group
London,
| $1.82B | -$169M | 19 | 1.02% | Reduced |
|
| 24 |
Goldman Sachs
New York
| $1.79B | -$139M | 44 | 0.54% | Reduced |
|
| 25 |
Legal & General Group
London,
United Kingdom
| $1.76B | +$85.7M | 42 | 0.85% | Increased |
|