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
| $42.9B | +$479M | 51 | 1.07% | Increased |
|
| 2 |
BlackRock
New York
| $34.9B | -$1.86B | 55 | 0.97% | Reduced |
|
| 3 |
Capital World Investors
Los Angeles,
California
| $18.9B | +$806M | 12 | 3.2% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $17.4B | +$295M | 51 | 0.92% | Increased |
|
| 5 |
Capital International Investors
Los Angeles,
California
| $14.1B | +$1.23B | 14 | 3.22% | Increased |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $13.8B | -$767M | 46 | 1.08% | Reduced |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| $11.1B | -$1.97B | 15 | 2.58% | Reduced |
|
| 8 |
Morgan Stanley
New York
| $8.15B | +$975M | 58 | 1.07% | Increased |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $7.87B | +$116M | 52 | 1.08% | Increased |
|
| 10 |
T. Rowe Price Associates
Baltimore,
Maryland
| $6.94B | -$118M | 34 | 0.64% | Reduced |
|
| 11 |
Wellington Management Group
Boston,
Massachusetts
| $6.92B | -$404M | 23 | 1.15% | Reduced |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $6.76B | -$154M | 57 | 0.7% | Reduced |
|
| 13 |
Invesco
Atlanta,
Georgia
| $6.75B | +$265M | 47 | 1.66% | Increased |
|
| 14 |
JP Morgan Chase
New York
| $6.36B | -$655M | 52 | 0.76% | Reduced |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $5.04B | -$379M | 51 | 0.89% | Reduced |
|
| 16 |
Bank of New York Mellon
New York
| $5B | -$334M | 48 | 0.97% | Reduced |
|
| 17 |
Charles Schwab
San Francisco,
California
| $4.79B | +$128M | 44 | 1.59% | Increased |
|
| 18 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3.78B | +$1.05B | 55 | 1.01% | Increased |
|
| 19 |
Nuveen
Charlotte,
North Carolina
| $3.77B | -$16M | 44 | 1.12% | Reduced |
|
| 20 |
Dimensional Fund Advisors
Austin,
Texas
| $3.21B | -$36.5M | 49 | 1.02% | Reduced |
|
| 21 |
Ameriprise
Minneapolis,
Minnesota
| $3.21B | -$47M | 40 | 0.99% | Reduced |
|
| 22 |
Fundsmith LLP
London,
United Kingdom
| $2.86B | +$101M | 2 | 7.93% | Increased |
|
| 23 |
Wells Fargo
San Francisco,
California
| $2.8B | -$216M | 56 | 0.61% | Reduced |
|
| 24 |
Legal & General Group
London,
United Kingdom
| $2.63B | +$161M | 46 | 0.88% | Increased |
|
| 25 |
Goldman Sachs
New York
| $2.5B | +$27.7M | 51 | 0.56% | Increased |
|