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
| $30.2B | -$66.8M | 47 | 1% | Reduced |
|
| 2 |
BlackRock
New York
| $26.3B | +$43M | 51 | 0.97% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $13.7B | -$226M | 44 | 0.93% | Reduced |
|
| 4 |
Capital World Investors
Los Angeles,
California
| $13.2B | +$902M | 11 | 2.9% | Increased |
|
| 5 |
Capital Research Global Investors
Los Angeles,
California
| $9.82B | +$573M | 12 | 2.95% | Increased |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $9.03B | +$186M | 37 | 0.91% | Increased |
|
| 7 |
Capital International Investors
Los Angeles,
California
| $7.45B | +$736M | 12 | 2.3% | Increased |
|
| 8 |
T. Rowe Price Associates
Baltimore,
Maryland
| $6.33B | -$96.3M | 31 | 0.73% | Reduced |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $5.25B | -$5.78M | 45 | 1.03% | Reduced |
|
| 10 |
Morgan Stanley
New York
| $5.09B | +$15.7M | 52 | 0.98% | Increased |
|
| 11 |
JP Morgan Chase
New York
| $5.03B | +$216M | 48 | 0.84% | Increased |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $4.74B | -$46M | 52 | 0.65% | Reduced |
|
| 13 |
Invesco
Atlanta,
Georgia
| $4.61B | -$237M | 43 | 1.56% | Reduced |
|
| 14 |
Wellington Management Group
Boston,
Massachusetts
| $4.53B | +$334M | 24 | 0.94% | Increased |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $4.12B | -$6.41M | 48 | 0.9% | Reduced |
|
| 16 |
Bank of New York Mellon
New York
| $3.91B | +$70M | 44 | 0.96% | Increased |
|
| 17 |
Charles Schwab
San Francisco,
California
| $3.31B | +$53.8M | 40 | 1.52% | Increased |
|
| 18 |
Nuveen
Charlotte,
North Carolina
| $2.7B | +$80.9M | 39 | 1.04% | Increased |
|
| 19 |
Ameriprise
Minneapolis,
Minnesota
| $2.44B | -$141M | 38 | 0.99% | Reduced |
|
| 20 |
Wells Fargo
San Francisco,
California
| $2.41B | +$16.6M | 52 | 0.66% | Increased |
|
| 21 |
Dimensional Fund Advisors
Austin,
Texas
| $2.27B | -$66.5M | 47 | 0.96% | Reduced |
|
| 22 |
Fundsmith LLP
London,
United Kingdom
| $2.23B | +$37.7M | 2 | 8.73% | Increased |
|
| 23 |
Goldman Sachs
New York
| $2.04B | -$39M | 46 | 0.58% | Reduced |
|
| 24 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.92B | +$201M | 50 | 0.68% | Increased |
|
| 25 |
Legal & General Group
London,
United Kingdom
| $1.86B | -$29.5M | 43 | 0.83% | Reduced |
|