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
| $48.4B | -$102M | 51 | 0.87% | Reduced |
|
| 2 |
BlackRock
New York
| $39.1B | +$810M | 53 | 0.82% | Increased |
|
| 3 |
Capital World Investors
Los Angeles,
California
| $21.9B | +$59.8M | 10 | 3.4% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $19.7B | +$471M | 51 | 0.8% | Increased |
|
| 5 |
Capital International Investors
Los Angeles,
California
| $18.5B | +$138M | 7 | 3.54% | Increased |
|
| 6 |
Capital Research Global Investors
Los Angeles,
California
| $14.2B | +$853M | 11 | 2.96% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $10.6B | +$142M | 52 | 0.86% | Increased |
|
| 8 |
Morgan Stanley
New York
| $8.79B | -$457M | 59 | 0.64% | Reduced |
|
| 9 |
Fidelity Investments
Boston,
Massachusetts
| $7.04B | +$221M | 50 | 0.43% | Increased |
|
| 10 |
Charles Schwab
San Francisco,
California
| $6.78B | -$56M | 45 | 1.29% | Reduced |
|
| 11 |
JP Morgan Chase
New York
| $6.54B | -$307M | 55 | 0.5% | Reduced |
|
| 12 |
Invesco
Atlanta,
Georgia
| $6.12B | +$36.8M | 46 | 1.18% | Increased |
|
| 13 |
GQG Partners
Ft. Lauderdale,
Florida
| $6B | +$1.52B | 3 | 9.4% | Increased |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $5.5B | -$4.96M | 58 | 0.44% | Reduced |
|
| 15 |
Bank of New York Mellon
New York
| $4.46B | -$106M | 47 | 0.83% | Reduced |
|
| 16 |
T. Rowe Price Associates
Baltimore,
Maryland
| $4.21B | +$35.6M | 42 | 0.48% | Increased |
|
| 17 |
Northern Trust
Chicago,
Illinois
| $4.19B | -$189M | 52 | 0.69% | Reduced |
|
| 18 |
Wellington Management Group
Boston,
Massachusetts
| $3.89B | -$577M | 18 | 0.68% | Reduced |
|
| 19 |
Dimensional Fund Advisors
Austin,
Texas
| $3.38B | +$93.8M | 53 | 0.82% | Increased |
|
| 20 |
Dodge & Cox
San Francisco,
California
| $3.32B | +$51.7M | 7 | 1.88% | Increased |
|
| 21 |
Nuveen
Charlotte,
North Carolina
| $2.93B | -$96.5M | 43 | 0.82% | Reduced |
|
| 22 |
Goldman Sachs
New York
| $2.9B | -$587M | 49 | 0.47% | Reduced |
|
| 23 |
Franklin Resources
San Mateo,
California
| $2.85B | +$38.6M | 34 | 0.8% | Increased |
|
| 24 |
Legal & General Group
London,
United Kingdom
| $2.58B | -$118M | 44 | 0.68% | Reduced |
|
| 25 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2.56B | -$57.1M | 55 | 0.52% | Reduced |
|