2020-2021 WHARTON GLOBAL HIGH SCHOOL INVESTMENT ...

[Pages:27]2020-2021 WHARTON GLOBAL HIGH SCHOOL INVESTMENT COMPETITION

Approved Stock List

Updated September 26, 2020.

? To ensure portfolio diversity, your team must invest in at least as many business sectors as you have team members.

? Trading outside this list is not allowed and will result in team disqualification.

? The WInS simulation for the Wharton Global High School Investment Competition gives you direct access to this Approved Stock List when placing trades.

? This data is based on the Russell Global Sectors (RGS) classification system, which provides a consistent global view by industry.*

2020-2021 Wharton Global High School Investment Competition Approved Stock List

CONSUMER DISCRETIONARY

COMPANY NAME

Abercrombie & Fitch Co Acorn International Inc Inc American Eagle Outfitters Inc Aptiv PLC

Avon Products Inc

B2W - Companhia Digital Bajaj Auto Ltd

TICKER ANF ATV AMZN AEO APTV AVP BTOW3 532977

EXCHANGE

New York Stock Exchange, Inc.

New York Stock Exchange, Inc.

Nasdaq

New York Stock Exchange, Inc.

New York Stock Exchange, Inc.

New York Stock Exchange, Inc.

B3 S.A. - Brasil, Bolsa, Balc?o

BSE LTD

Barnes & Noble Education Inc

Bata India Ltd

BNED 500043

New York Stock Exchange, Inc.

BSE LTD

Bed Bath & Beyond Inc Best Buy Co Inc

BorgWarner Inc

Bosch Ltd Boyd Group Services Inc Build-A-Bear Workshop Inc Burlington Stores Inc

Canada Goose Holdings Inc CarMax Inc

Carnival PLC Cheesecake Factory Inc China Automotive Systems Inc

BBBY BBY BWA 500530 BYD BBW BURL GOOS KMX CCL CAKE CAAS

Nasdaq

New York Stock Exchange, Inc. New York Stock Exchange, Inc. BSE LTD Toronto Stock Exchange

New York Stock Exchange, Inc. New York Stock Exchange, Inc. Toronto Stock Exchange

New York Stock Exchange, Inc. London Stock Exchange Nasdaq

Nasdaq

EQUITY STYLE

Small Value

RUSSELL SUB-SECTOR

Retail

RUSSELL INDUSTRY

Specialty retail

Not Available Media

Large Growth Retail Small Value Retail

Advertising agencies

Diversified retail

Specialty retail

Mid Growth Auto & Auto Parts Auto parts

Small Growth Consumer Products Cosmetics

Large Growth Retail

Diversified retail

Large Blend Leisure Small Blend Retail

Recreational vehicles and boats

Specialty retail

Mid Growth Small Value

Consumer Products Textiles apparel and shoes

Retail

Specialty retail

Mid Value Retail

Specialty retail

Mid Value Auto & Auto Parts Auto parts

Large Value Auto & Auto Parts Auto parts Mid Growth Auto & Auto Parts Auto services

Small Value Retail

Specialty retail

Mid Growth Retail

Specialty retail

Mid Growth Mid Growth

Consumer Products Textiles apparel and shoes

Retail

Specialty retail

Small Value Small Value

Leisure Leisure

Leisure time Restaurants

Small Value Auto & Auto Parts Auto parts

2

2020-2021 Wharton Global High School Investment Competition Approved Stock List

COMPANY NAME TICKER

China Tourism Group Duty Free Corp Ltd

Chipotle Mexican Grill Inc

Comcast Corp

601888 CMG CMCSA

Compass Group PLC CPG

Core-Mark Holding Co Inc

Costco Wholesale Corp

Daily Journal Corp

Dollar General Corp

CORE

COST

DJCO DG

Dollar Tree Inc Dollarama Inc Domino's Pizza Inc

DLTR DOL DPZ

Foot Locker Inc

FL

Ford Motor Co

F

Gap Inc

GPS

General Motors Co GM

H&R Block Inc

HRB

Harley-Davidson Inc HOG

Hasbro Inc Hero MotoCorp Ltd

HAS 500182

Hibbett Sports Inc HIBB Honda Motor Co Ltd HMC

Hostelworld Group PLC

Hyatt Hotels Corp

HSW H

EXCHANGE

Shanghai Stock Exchange

New York Stock Exchange, Inc. Nasdaq

London Stock Exchange

Nasdaq

Nasdaq

Nasdaq New York Stock Exchange, Inc. Nasdaq Toronto Stock Exchange New York Stock Exchange, Inc. New York Stock Exchange, Inc. New York Stock Exchange, Inc. New York Stock Exchange, Inc. New York Stock Exchange, Inc. New York Stock Exchange, Inc. New York Stock Exchange, Inc. Nasdaq BSE LTD

Nasdaq New York Stock Exchange, Inc. London Stock Exchange

New York Stock Exchange, Inc.

EQUITY STYLE Large Growth Large Growth Large Value Large Blend Small Blend Large Blend Small Growth Large Blend Mid Blend Mid Growth Mid Growth Small Blend Large Value Mid Value Large Blend Small Value Small Value Mid Blend Large Value Small Blend Large Value Small Value Mid Blend

RUSSELL SUB-SECTOR

Leisure

RUSSELL INDUSTRY

Hotel/motel

Leisure

Restaurants

Media Consumer Services Retail

Cable television services

Vending and catering services

Diversified retail

Retail

Diversified retail

Media Retail

Publishing Diversified retail

Retail Retail Leisure

Diversified retail Diversified retail Restaurants

Retail

Specialty retail

Auto & Auto Parts Automobiles

Retail

Specialty retail

Auto & Auto Parts Automobiles

Consumer Services Consumer services: Miscellaneous

Leisure

Recreational vehicles and boats

Consumer Products Toys

Leisure

Recreational vehicles and boats

Retail

Specialty retail

Auto & Auto Parts Automobiles

Leisure

Leisure time

Leisure

Hotel/motel

3

2020-2021 Wharton Global High School Investment Competition Approved Stock List

COMPANY NAME Imax Corp

TICKER IMAX

InterContinental Hotels Group PLC

Jubilant Foodworks Ltd

Lands' End Inc

Las Vegas Sands Corp

IHG

533155

LE LVS

LCI Industries Inc

LCII

Localiza Rent A Car SA RENT3

Lojas Americanas SA LAME4

Lojas Renner SA

LREN3

Lookers PLC

Lululemon Athletica Inc

Lyft Inc

LOOK LULU

LYFT

Macy's Inc

M

Magazine Luiza SA MGLU3

Mahindra & Mahindra 500520 Ltd

Marriott International MAR Inc

Maruti Suzuki India 532500 Ltd

Mattel Inc

MAT

McDonald's Corp

MCD

Midea Group Co Ltd 000333

Movado Group Inc MOV

New Oriental

EDU

Education &

Technology Group Inc

Next PLC

NXT

EXCHANGE

New York Stock Exchange, Inc. London Stock Exchange

EQUITY STYLE Small Growth

Mid Blend

BSE LTD

Mid Growth

Nasdaq

New York Stock Exchange, Inc.

New York Stock Exchange, Inc.

B3 S.A. - Brasil, Bolsa, Balc?o

B3 S.A. - Brasil, Bolsa, Balc?o

B3 S.A. - Brasil, Bolsa, Balc?o

London Stock Exchange

Nasdaq

Small Blend Large Value Small Growth Large Growth Large Growth Large Growth Small Value Large Growth

Nasdaq

Not Available

New York Stock Exchange, Inc.

B3 S.A. - Brasil, Bolsa, Balc?o

BSE LTD

Small Value Large Growth Large Blend

Nasdaq

Large Value

BSE LTD

Large Blend

Nasdaq

Small Blend

New York Stock Exchange, Inc.

Large Blend

Shenzhen Stock Exchange Large Blend

New York Stock Exchange, Inc.

New York Stock Exchange, Inc.

Small Value Not Available

London Stock Exchange Mid Blend

RUSSELL SUB-SECTOR

Media

RUSSELL INDUSTRY

Entertainment

Leisure

Hotel/motel

Leisure

Restaurants

Retail Leisure Leisure Consumer Services Retail

Diversified retail

Casinos and gambling

Recreational vehicles and boats

Rental and leasing services: Consumer

Diversified retail

Retail

Diversified retail

Retail

Specialty retail

Consumer Products Textiles apparel and shoes

Consumer Services Consumer services: Miscellaneous

Retail

Diversified retail

Retail

Diversified retail

Auto & Auto Parts Automobiles

Leisure

Hotel/motel

Auto & Auto Parts Automobiles

Consumer Products Toys

Leisure

Restaurants

Consumer Products Household appliances

Consumer Products Luxury items

Consumer Services Education services

Retail

Diversified retail

4

2020-2021 Wharton Global High School Investment Competition Approved Stock List

COMPANY NAME Nike Inc

TICKER NKE

Norwegian Cruise Line NCLH Holdings Ltd

On The Beach Group OTB PLC

Papa John's International Inc

PZZA

Pearson PLC

PSON

Planet Fitness Inc

PLNT

Red Lion Hotels Corp RLH

Restaurant Brands QSR International Inc

Revlon Inc

REV

Ritchie Bros Auctioneers Inc

Sirius XM Holdings Inc

Smith & Wesson Brands Inc

Starbucks Corp

Stitch Fix Inc

Tailored Brands Inc

RBA

SIRI

SWBI

SBUX SFIX TLRD

TAL Education Group TAL

Target Corp

TGT

Tata Motors Ltd

Tesla Inc

Texas Roadhouse Inc

The Container Store Group Inc

The Estee Lauder Companies Inc

The Walt Disney Co

500570 TSLA TXRH TCS

EL

DIS

The Wendy's Co Tiffany & Co

WEN TIF

EXCHANGE

New York Stock Exchange, Inc. New York Stock Exchange, Inc. London Stock Exchange

Nasdaq

London Stock Exchange New York Stock Exchange, Inc. New York Stock Exchange, Inc. Toronto Stock Exchange

New York Stock Exchange, Inc. New York Stock Exchange, Inc. Nasdaq

Nasdaq

Nasdaq Nasdaq New York Stock Exchange, Inc. New York Stock Exchange, Inc. New York Stock Exchange, Inc. BSE LTD Nasdaq Nasdaq New York Stock Exchange, Inc. New York Stock Exchange, Inc. New York Stock Exchange, Inc. Nasdaq New York Stock Exchange, Inc.

EQUITY STYLE

RUSSELL SUB-SECTOR

RUSSELL INDUSTRY

Large Growth Consumer Products Textiles apparel and shoes

Mid Blend Leisure

Leisure time

Small Growth Leisure

Leisure time

Small Growth Leisure

Restaurants

Mid Value Consumer Services Education services

Mid Growth Leisure

Leisure time

Small Blend Leisure

Hotel/motel

Large Blend Leisure

Restaurants

Small Value Consumer Products Cosmetics

Mid Growth Large Blend Small Blend

Consumer Services Media Leisure

Consumer services: Miscellaneous

Radio and TV broadcasters

Leisure time

Large Blend Leisure Small Growth Retail Small Value Retail

Restaurants Diversified retail Specialty retail

Not Available Consumer Services Education services

Large Blend Retail

Diversified retail

Large Value Large Growth Small Growth Small Value

Auto & Auto Parts Auto & Auto Parts Leisure Retail

Automobiles Automobiles Restaurants Specialty retail

Large Blend Consumer Products Cosmetics

Large Blend Media

Entertainment

Mid Blend Mid Blend

Leisure

Restaurants

Consumer Products Luxury items

5

2020-2021 Wharton Global High School Investment Competition Approved Stock List

COMPANY NAME Titan Co Ltd TJX Companies Inc

Toyota Motor Corp

Uber Technologies Inc

Ulta Beauty Inc Under Armour Inc

Urban Outfitters Inc Vera Bradley Inc

TICKER 500114 TJX

TM

UBER

ULTA UAA

URBN VRA

EXCHANGE

BSE LTD

New York Stock Exchange, Inc.

New York Stock Exchange, Inc.

New York Stock Exchange, Inc.

Nasdaq

New York Stock Exchange, Inc.

Nasdaq

Nasdaq

VF Corp

Whitbread PLC Wyndham Destinations Inc Yum Brands Inc

VFC

WTB WYND

YUM

New York Stock Exchange, Inc.

London Stock Exchange

New York Stock Exchange, Inc.

New York Stock Exchange, Inc.

EQUITY STYLE

RUSSELL SUB-SECTOR

RUSSELL INDUSTRY

Large Growth Consumer Products Luxury items

Large Blend Retail

Specialty retail

Large Value Auto & Auto Parts Automobiles

Not Available

Mid Growth Mid Blend

Small Value Small Blend

Mid Blend

Mid Blend Small Value

Consumer Services Consumer services: Miscellaneous

Retail

Specialty retail

Consumer Products Textiles apparel and shoes

Retail

Specialty retail

Consumer Products Textiles apparel and shoes

Consumer Products Textiles apparel and shoes

Leisure

Restaurants

Leisure

Hotel/motel

Large Blend Leisure

Restaurants

CONSUMER STAPLES

COMPANY NAME

Alimentation CoucheTard Inc Ambev SA

TICKER ATD.B

ABEV3

Atacadao SA

CRFB3

BRF SA

BRFS3

Campbell Soup Co

CPB

Casey's General Stores CASY Inc

Coca-Cola Co

KO

EXCHANGE Toronto Stock Exchange

B3 S.A. - Brasil, Bolsa, Balc?o B3 S.A. - Brasil, Bolsa, Balc?o B3 S.A. - Brasil, Bolsa, Balc?o New York Stock Exchange, Inc. Nasdaq

New York Stock Exchange, Inc.

EQUITY STYLE Large Growth Large Blend Large Blend Mid Blend Mid Value Mid Growth Large Value

RUSSELL SUB-SECTOR

RUSSELL INDUST RY

Personal Care, Drug Drug and grocery & Grocery Stores store chains

Food, Beverage & Beverage: Brewers

Tobacco

and distillers

Personal Care, Drug Drug and grocery & Grocery Stores store chains

Food, Beverage & Foods Tobacco

Food, Beverage & Foods Tobacco

Personal Care, Drug Drug and grocery & Grocery Stores store chains

Food, Beverage & Beverage: Soft

Tobacco

drinks

6

2020-2021 Wharton Global High School Investment Competition Approved Stock List

COMPANY NAME TICKER Colgate-Palmolive Co CL

Companhia Brasileira De Distribuicao

Corteva Inc

PCAR4 CTVA

CVS Health Corp

CVS

General Mills Inc

GIS

Godrej Agrovet Ltd 540743

Godrej Consumer Products Ltd

Hindustan Unilever Ltd

ITC Ltd

532424 500696 500875

J&J Snack Foods Corp JJSF

JBS SA

JBSS3

Kellogg Co

K

Keurig Dr Pepper Inc KDP

Kweichow Moutai Co Ltd

M Dias Branco SA Industria e Comercio de Alimentos

McCormick & Co Inc

600519 MDIA3

MKC

McKesson Corp

MCK

Molson Coors Beverage Co

Monster Beverage Corp

National Beverage Corp

Natura Cosmeticos SA

TAP MNST FIZZ NATU3

EXCHANGE New York Stock Exchange, Inc. B3 S.A. - Brasil, Bolsa, Balc?o New York Stock Exchange, Inc. New York Stock Exchange, Inc. New York Stock Exchange, Inc. BSE LTD

BSE LTD

BSE LTD

BSE LTD

Nasdaq

B3 S.A. - Brasil, Bolsa, Balc?o New York Stock Exchange, Inc. New York Stock Exchange, Inc. Shanghai Stock Exchange

B3 S.A. - Brasil, Bolsa, Balc?o

EQUITY STYLE Large Value Mid Value Not Available Large Value Large Value Mid Blend Large Blend Large Growth Large Blend Small Growth Large Blend Mid Value Large Blend Large Growth Mid Growth

RUSSELL SUB-SECTOR

RUSSELL INDUST RY

Personal Care, Drug Personal care & Grocery Stores

Personal Care, Drug Drug and grocery & Grocery Stores store chains

Food, Beverage & Foods Tobacco

Personal Care, Drug Drug and grocery & Grocery Stores store chains

Food, Beverage & Foods Tobacco

Food, Beverage & Agriculture fishing

Tobacco

and ranching

Personal Care, Drug Personal care & Grocery Stores

Personal Care, Drug Personal care & Grocery Stores

Food, Beverage & Tobacco Tobacco

Food, Beverage & Foods Tobacco

Food, Beverage & Foods Tobacco

Food, Beverage & Foods Tobacco

Food, Beverage & Beverage: Soft

Tobacco

drinks

Food, Beverage & Beverage: Brewers

Tobacco

and distillers

Food, Beverage & Foods Tobacco

New York Stock Exchange, Inc. New York Stock Exchange, Inc. New York Stock Exchange, Inc. Nasdaq

Nasdaq

B3 S.A. - Brasil, Bolsa, Balc?o

Large Blend Large Value Mid Value Large Growth Small Growth Large Growth

Food, Beverage & Foods Tobacco

Personal Care, Drug Drug and grocery & Grocery Stores store chains

Food, Beverage & Beverage: Brewers

Tobacco

and distillers

Food, Beverage & Beverage: Soft

Tobacco

drinks

Food, Beverage & Beverage: Soft

Tobacco

drinks

Personal Care, Drug Personal care & Grocery Stores

7

2020-2021 Wharton Global High School Investment Competition Approved Stock List

COMPANY NAME Nestle India Ltd

TICKER 500790

PepsiCo Inc

PEP

Procter & Gamble Co PG

Raia Drogasil SA

RADL3

Reckitt Benckiser

RB.

Group PLC

Rite Aid Corp

RAD

Sainsbury (J) PLC

SBRY

Sprouts Farmers

SFM

Market Inc

Sysco Corp

SYY

The Hershey Co

HSY

Tootsie Roll Industries TR Inc

Treehouse Foods Inc THS

Tyson Foods Inc

TSN

Unilever PLC

ULVR

Unilever PLC

UL

United Natural Foods Inc

WD-40 Co

UNFI WDFC

Wuliangye Yibin Co Ltd

Wynnstay Group PLC

000858 WYN

Zenabis Global Inc ZENA

EXCHANGE BSE LTD

EQUITY STYLE

Large Growth

Nasdaq

Large Value

New York Stock Exchange, Inc.

B3 S.A. - Brasil, Bolsa, Balc?o

London Stock Exchange

Large Value Large Growth Large Blend

New York Stock Exchange, Inc.

London Stock Exchange

Small Value Mid Value

Nasdaq

Small Blend

New York Stock Exchange, Inc.

New York Stock Exchange, Inc.

New York Stock Exchange, Inc.

New York Stock Exchange, Inc.

New York Stock Exchange, Inc.

London Stock Exchange

Large Value Large Blend Small Blend Small Value Mid Value Large Value

New York Stock Exchange, Inc.

New York Stock Exchange, Inc.

Nasdaq

Large Value Small Value Small Blend

Shenzhen Stock Exchange Large Growth

London Stock Exchange Small Value

Toronto Stock Exchange Small Value

RUSSELL SUB-SECTOR

RUSSELL INDUST RY

Food, Beverage & Foods Tobacco

Food, Beverage & Beverage: Soft

Tobacco

drinks

Personal Care, Drug Personal care & Grocery Stores

Personal Care, Drug Drug and grocery & Grocery Stores store chains

Personal Care, Drug Personal care & Grocery Stores

Personal Care, Drug Drug and grocery & Grocery Stores store chains

Personal Care, Drug Drug and grocery & Grocery Stores store chains

Personal Care, Drug Drug and grocery & Grocery Stores store chains

Food, Beverage & Foods Tobacco

Food, Beverage & Foods Tobacco

Food, Beverage & Foods Tobacco

Food, Beverage & Foods Tobacco

Food, Beverage & Foods Tobacco

Personal Care, Drug Personal care & Grocery Stores

Personal Care, Drug Personal care & Grocery Stores

Food, Beverage & Foods Tobacco

Personal Care, Drug Personal care & Grocery Stores

Food, Beverage & Beverage: Brewers

Tobacco

and distillers

Food, Beverage & Foods Tobacco

Food, Beverage & Agriculture fishing

Tobacco

and ranching

8

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