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
| $40.8B | +$670M | 52 | 1.01% | Increased |
|
| 2 |
BlackRock
New York
| $32.5B | +$317M | 56 | 0.91% | Increased |
|
| 3 |
Capital World Investors
Los Angeles,
California
| $19.5B | +$1.65B | 12 | 3.33% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $16.4B | +$172M | 53 | 0.86% | Increased |
|
| 5 |
Capital International Investors
Los Angeles,
California
| $13.1B | +$35.4M | 13 | 2.98% | Increased |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $12.4B | -$1.19B | 45 | 0.98% | Reduced |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| $10.5B | -$260M | 14 | 2.46% | Reduced |
|
| 8 |
Morgan Stanley
New York
| $7.73B | +$123M | 58 | 1.04% | Increased |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $7.58B | +$219M | 52 | 1.02% | Increased |
|
| 10 |
Invesco
Atlanta,
Georgia
| $6.77B | +$427M | 49 | 1.72% | Increased |
|
| 11 |
Wellington Management Group
Boston,
Massachusetts
| $6.1B | -$256M | 25 | 1.04% | Reduced |
|
| 12 |
T. Rowe Price Associates
Baltimore,
Maryland
| $5.88B | +$388M | 33 | 0.55% | Increased |
|
| 13 |
Bank of America
Charlotte,
North Carolina
| $5.76B | -$568M | 57 | 0.59% | Reduced |
|
| 14 |
JP Morgan Chase
New York
| $5.33B | -$403M | 52 | 0.66% | Reduced |
|
| 15 |
Charles Schwab
San Francisco,
California
| $4.73B | +$189M | 46 | 1.55% | Increased |
|
| 16 |
Northern Trust
Chicago,
Illinois
| $4.64B | -$65.8M | 52 | 0.82% | Reduced |
|
| 17 |
Bank of New York Mellon
New York
| $4.5B | -$183M | 49 | 0.88% | Reduced |
|
| 18 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3.62B | +$41.5M | 54 | 0.96% | Increased |
|
| 19 |
Nuveen
Charlotte,
North Carolina
| $3.17B | -$278M | 44 | 0.98% | Reduced |
|
| 20 |
Dimensional Fund Advisors
Austin,
Texas
| $3.04B | +$51.1M | 49 | 0.98% | Increased |
|
| 21 |
Ameriprise
Minneapolis,
Minnesota
| $2.97B | -$91.6M | 40 | 0.95% | Reduced |
|
| 22 |
Goldman Sachs
New York
| $2.95B | +$661M | 52 | 0.63% | Increased |
|
| 23 |
Fundsmith LLP
London,
United Kingdom
| $2.8B | +$129M | 2 | 7.74% | Increased |
|
| 24 |
Legal & General Group
London,
United Kingdom
| $2.5B | +$80.7M | 46 | 0.81% | Increased |
|
| 25 |
Wells Fargo
San Francisco,
California
| $2.37B | -$208M | 57 | 0.52% | Reduced |
|