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
| $43.3B | +$66.1M | 52 | 0.83% | Increased |
|
| 2 |
BlackRock
New York
| $34.3B | -$161M | 57 | 0.78% | Reduced |
|
| 3 |
Capital World Investors
Los Angeles,
California
| $19B | +$909M | 10 | 3.1% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $17.1B | -$236M | 52 | 0.75% | Reduced |
|
| 5 |
Capital International Investors
Los Angeles,
California
| $15.9B | -$1.31B | 8 | 3.27% | Reduced |
|
| 6 |
Capital Research Global Investors
Los Angeles,
California
| $11.4B | +$411M | 13 | 2.51% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $9.34B | +$162M | 51 | 0.82% | Increased |
|
| 8 |
Morgan Stanley
New York
| $8.43B | -$1.07B | 59 | 0.65% | Reduced |
|
| 9 |
Fidelity Investments
Boston,
Massachusetts
| $6.26B | -$411M | 51 | 0.4% | Reduced |
|
| 10 |
Charles Schwab
San Francisco,
California
| $6.11B | -$162M | 45 | 1.17% | Reduced |
|
| 11 |
JP Morgan Chase
New York
| $6.04B | +$419M | 56 | 0.5% | Increased |
|
| 12 |
Invesco
Atlanta,
Georgia
| $5.41B | -$210M | 46 | 1.14% | Reduced |
|
| 13 |
Bank of America
Charlotte,
North Carolina
| $4.89B | -$279M | 58 | 0.43% | Reduced |
|
| 14 |
Bank of New York Mellon
New York
| $4.07B | +$79.5M | 48 | 0.77% | Increased |
|
| 15 |
Wellington Management Group
Boston,
Massachusetts
| $3.94B | -$900M | 20 | 0.7% | Reduced |
|
| 16 |
Northern Trust
Chicago,
Illinois
| $3.91B | +$53.2M | 52 | 0.66% | Increased |
|
| 17 |
T. Rowe Price Associates
Baltimore,
Maryland
| $3.7B | -$807M | 42 | 0.44% | Reduced |
|
| 18 |
GQG Partners
Ft. Lauderdale,
Florida
| $3.67B | +$2.96B | 1 | 5.57% | Increased |
|
| 19 |
Goldman Sachs
New York
| $3.16B | +$708M | 49 | 0.53% | Increased |
|
| 20 |
Dimensional Fund Advisors
Austin,
Texas
| $3.01B | +$156M | 53 | 0.79% | Increased |
|
| 21 |
Dodge & Cox
San Francisco,
California
| $2.87B | -$7.06M | 7 | 1.72% | Reduced |
|
| 22 |
Nuveen
Charlotte,
North Carolina
| $2.65B | -$251M | 42 | 0.77% | Reduced |
|
| 23 |
Franklin Resources
San Mateo,
California
| $2.47B | +$128M | 34 | 0.76% | Increased |
|
| 24 |
Legal & General Group
London,
United Kingdom
| $2.4B | -$49.1M | 44 | 0.68% | Reduced |
|
| 25 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2.36B | +$100M | 59 | 0.54% | Increased |
|