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
| $42.8B | +$114M | 54 | 0.94% | Increased |
|
| 2 |
BlackRock
New York
| $34B | +$742M | 57 | 0.87% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $17.3B | +$390M | 54 | 0.84% | Increased |
|
| 4 |
Capital World Investors
Los Angeles,
California
| $16.7B | -$2.12B | 11 | 2.98% | Reduced |
|
| 5 |
Capital International Investors
Los Angeles,
California
| $15.9B | -$858M | 12 | 3.56% | Reduced |
|
| 6 |
Capital Research Global Investors
Los Angeles,
California
| $10.4B | +$256M | 12 | 2.56% | Increased |
|
| 7 |
Morgan Stanley
New York
| $9.12B | +$23.1M | 60 | 0.8% | Increased |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $8.68B | +$229M | 53 | 0.91% | Increased |
|
| 9 |
Fidelity Investments
Boston,
Massachusetts
| $6.7B | -$808M | 51 | 0.51% | Reduced |
|
| 10 |
Invesco
Atlanta,
Georgia
| $5.74B | -$129M | 46 | 1.37% | Reduced |
|
| 11 |
T. Rowe Price Associates
Baltimore,
Maryland
| $5.58B | -$1.03B | 39 | 0.75% | Reduced |
|
| 12 |
JP Morgan Chase
New York
| $5.34B | +$70.2M | 57 | 0.51% | Increased |
|
| 13 |
Charles Schwab
San Francisco,
California
| $5.28B | +$152M | 45 | 1.34% | Increased |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $5.16B | -$343M | 57 | 0.52% | Reduced |
|
| 15 |
Wellington Management Group
Boston,
Massachusetts
| $4.85B | -$157M | 18 | 0.9% | Reduced |
|
| 16 |
Bank of New York Mellon
New York
| $4.13B | -$267M | 50 | 0.84% | Reduced |
|
| 17 |
Northern Trust
Chicago,
Illinois
| $4.01B | -$79.2M | 54 | 0.73% | Reduced |
|
| 18 |
Dodge & Cox
San Francisco,
California
| $3.27B | +$3.74M | 7 | 2.07% | Increased |
|
| 19 |
Nuveen
Charlotte,
North Carolina
| $2.98B | +$97.4M | 43 | 0.96% | Increased |
|
| 20 |
Dimensional Fund Advisors
Austin,
Texas
| $2.94B | -$17.7M | 52 | 0.86% | Reduced |
|
| 21 |
Goldman Sachs
New York
| $2.79B | -$198M | 48 | 0.51% | Reduced |
|
| 22 |
Ameriprise
Minneapolis,
Minnesota
| $2.62B | +$18.6M | 37 | 0.78% | Increased |
|
| 23 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2.5B | +$146M | 58 | 0.58% | Increased |
|
| 24 |
Legal & General Group
London,
United Kingdom
| $2.44B | -$20.1M | 46 | 0.76% | Reduced |
|
| 25 |
Norges Bank
Oslo,
Norway
| $2.41B | +$279M | 22 | 0.42% | Increased |
|