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
| $43.4B | +$267M | 53 | 0.86% | Increased |
|
| 2 |
BlackRock
New York
| $34.7B | +$335M | 57 | 0.81% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $17.4B | -$127M | 53 | 0.78% | Reduced |
|
| 4 |
Capital World Investors
Los Angeles,
California
| $17.1B | +$195M | 10 | 2.83% | Increased |
|
| 5 |
Capital International Investors
Los Angeles,
California
| $16.5B | +$666M | 9 | 3.35% | Increased |
|
| 6 |
Capital Research Global Investors
Los Angeles,
California
| $10.5B | +$346M | 13 | 2.38% | Increased |
|
| 7 |
Morgan Stanley
New York
| $9.5B | +$159M | 58 | 0.76% | Increased |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $9.16B | +$346M | 52 | 0.85% | Increased |
|
| 9 |
Fidelity Investments
Boston,
Massachusetts
| $6.83B | +$145M | 52 | 0.46% | Increased |
|
| 10 |
Charles Schwab
San Francisco,
California
| $6.14B | +$685M | 45 | 1.42% | Increased |
|
| 11 |
Invesco
Atlanta,
Georgia
| $5.71B | -$107M | 47 | 1.23% | Reduced |
|
| 12 |
JP Morgan Chase
New York
| $5.53B | +$183M | 56 | 0.47% | Increased |
|
| 13 |
Bank of America
Charlotte,
North Carolina
| $5.24B | +$93.2M | 56 | 0.48% | Increased |
|
| 14 |
Wellington Management Group
Boston,
Massachusetts
| $4.78B | +$10.3M | 19 | 0.85% | Increased |
|
| 15 |
T. Rowe Price Associates
Baltimore,
Maryland
| $4.62B | -$1.07B | 42 | 0.57% | Reduced |
|
| 16 |
Bank of New York Mellon
New York
| $4.07B | -$63.9M | 48 | 0.78% | Reduced |
|
| 17 |
Northern Trust
Chicago,
Illinois
| $3.87B | -$206M | 53 | 0.67% | Reduced |
|
| 18 |
Dodge & Cox
San Francisco,
California
| $3.21B | -$7.46M | 7 | 1.86% | Reduced |
|
| 19 |
Dimensional Fund Advisors
Austin,
Texas
| $3.03B | +$81.3M | 52 | 0.82% | Increased |
|
| 20 |
Nuveen
Charlotte,
North Carolina
| $2.9B | -$49.6M | 44 | 0.86% | Reduced |
|
| 21 |
Norges Bank
Oslo,
Norway
| $2.54B | +$69M | 23 | 0.4% | Increased |
|
| 22 |
Goldman Sachs
New York
| $2.52B | -$284M | 49 | 0.45% | Reduced |
|
| 23 |
Legal & General Group
London,
United Kingdom
| $2.47B | +$12.9M | 46 | 0.71% | Increased |
|
| 24 |
Citadel Advisors
Miami,
Florida
| $2.32B | +$313M | 49 | 0.45% | Increased |
|
| 25 |
Franklin Resources
San Mateo,
California
| $2.3B | +$1.12B | 35 | 0.73% | Increased |
|