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
| $35.5B | +$558M | 47 | 1.03% | Increased |
|
| 2 |
BlackRock
New York
| $30.7B | +$61.2M | 51 | 0.98% | Increased |
|
| 3 |
Capital World Investors
Los Angeles,
California
| $15.4B | +$610M | 13 | 2.96% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $15.2B | -$476M | 44 | 0.93% | Reduced |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $11.7B | +$813M | 41 | 1.04% | Increased |
|
| 6 |
Capital Research Global Investors
Los Angeles,
California
| $11.2B | +$189M | 12 | 2.91% | Increased |
|
| 7 |
Capital International Investors
Los Angeles,
California
| $9.06B | +$530M | 12 | 2.47% | Increased |
|
| 8 |
T. Rowe Price Associates
Baltimore,
Maryland
| $7.14B | -$579M | 31 | 0.73% | Reduced |
|
| 9 |
Morgan Stanley
New York
| $6.44B | +$615M | 53 | 0.99% | Increased |
|
| 10 |
Geode Capital Management
Boston,
Massachusetts
| $6.28B | +$202M | 46 | 1.05% | Increased |
|
| 11 |
JP Morgan Chase
New York
| $5.9B | +$54.1M | 46 | 0.87% | Increased |
|
| 12 |
Wellington Management Group
Boston,
Massachusetts
| $5.74B | +$526M | 27 | 1.06% | Increased |
|
| 13 |
Bank of America
Charlotte,
North Carolina
| $5.23B | -$180M | 50 | 0.67% | Reduced |
|
| 14 |
Invesco
Atlanta,
Georgia
| $5.18B | -$187M | 43 | 1.51% | Reduced |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $4.72B | -$50.4M | 48 | 0.92% | Reduced |
|
| 16 |
Bank of New York Mellon
New York
| $4.7B | +$188M | 45 | 1.02% | Increased |
|
| 17 |
Charles Schwab
San Francisco,
California
| $3.93B | +$146M | 40 | 1.56% | Increased |
|
| 18 |
Nuveen
Charlotte,
North Carolina
| $3.39B | +$163M | 39 | 1.15% | Increased |
|
| 19 |
Wells Fargo
San Francisco,
California
| $2.78B | +$22.5M | 53 | 0.67% | Increased |
|
| 20 |
Ameriprise
Minneapolis,
Minnesota
| $2.64B | -$123M | 40 | 0.94% | Reduced |
|
| 21 |
Dimensional Fund Advisors
Austin,
Texas
| $2.62B | -$152M | 47 | 0.95% | Reduced |
|
| 22 |
Fundsmith LLP
London,
United Kingdom
| $2.43B | -$2.59M | 2 | 8.04% | Reduced |
|
| 23 |
Goldman Sachs
New York
| $2.35B | -$101M | 47 | 0.61% | Reduced |
|
| 24 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2.24B | +$61.5M | 54 | 0.65% | Increased |
|
| 25 |
Legal & General Group
London,
United Kingdom
| $2.17B | +$50M | 43 | 0.85% | Increased |
|