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
| $46.1B | -$83.6M | 49 | 0.8% | Reduced |
|
| 2 |
BlackRock
New York
| $37.1B | -$362M | 51 | 0.75% | Reduced |
|
| 3 |
Capital World Investors
Los Angeles,
California
| $21.8B | +$497M | 9 | 3.31% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $18.6B | -$146M | 51 | 0.73% | Reduced |
|
| 5 |
Capital International Investors
Los Angeles,
California
| $15.7B | -$2.13B | 7 | 2.94% | Reduced |
|
| 6 |
Capital Research Global Investors
Los Angeles,
California
| $13.5B | -$215M | 10 | 2.78% | Reduced |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $10.6B | +$435M | 50 | 0.82% | Increased |
|
| 8 |
Morgan Stanley
New York
| $8.09B | -$122M | 56 | 0.57% | Reduced |
|
| 9 |
Charles Schwab
San Francisco,
California
| $6.73B | +$122M | 44 | 1.24% | Increased |
|
| 10 |
GQG Partners
Ft. Lauderdale,
Florida
| $6.46B | +$651M | 4 | 9.59% | Increased |
|
| 11 |
Fidelity Investments
Boston,
Massachusetts
| $6.31B | -$350M | 49 | 0.38% | Reduced |
|
| 12 |
JP Morgan Chase
New York
| $5.71B | -$582M | 53 | 0.43% | Reduced |
|
| 13 |
Invesco
Atlanta,
Georgia
| $5.54B | -$297M | 45 | 1.02% | Reduced |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $4.74B | -$445M | 56 | 0.4% | Reduced |
|
| 15 |
Bank of New York Mellon
New York
| $4.72B | +$428M | 41 | 0.87% | Increased |
|
| 16 |
Northern Trust
Chicago,
Illinois
| $4.55B | +$572M | 50 | 0.64% | Increased |
|
| 17 |
T. Rowe Price Associates
Baltimore,
Maryland
| $3.94B | -$152M | 39 | 0.45% | Reduced |
|
| 18 |
Wellington Management Group
Boston,
Massachusetts
| $3.54B | -$139M | 19 | 0.65% | Reduced |
|
| 19 |
Dodge & Cox
San Francisco,
California
| $3.49B | +$790M | 9 | 2.03% | Increased |
|
| 20 |
Dimensional Fund Advisors
Austin,
Texas
| $3.11B | +$8.18M | 51 | 0.75% | Increased |
|
| 21 |
Franklin Resources
San Mateo,
California
| $2.82B | +$50.5M | 32 | 0.78% | Increased |
|
| 22 |
Goldman Sachs
New York
| $2.63B | -$127M | 48 | 0.41% | Reduced |
|
| 23 |
Nuveen
Charlotte,
North Carolina
| $2.6B | -$203M | 42 | 0.73% | Reduced |
|
| 24 |
Arrowstreet Capital
Boston,
Massachusetts
| $2.43B | +$45.1M | 25 | 1.94% | Increased |
|
| 25 |
UBS Group
Zurich,
Switzerland
| $2.32B | +$781M | 58 | 0.43% | Increased |
|