Invest in

Financial

15.5%
9.3%
3.0%

30 Financial Services Stocks including Financial Conglomerates, Investment Banks, Hedge Funds & Private Equity, Boutique Banks, Retail Banks, Regional Banks, Real Estate Co's., Insurance and Reinsurers. See More
15.5%
9.3%
3.0%
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Portfolio Index 1 YR Return
Financial Benchmark
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Weight Segment & Stocks Symbol 1 YR Return
87.2% Financial 14.9%
8.9% JP Morgan Chase & Co. JPM 7.8%
6.0% Moelis & Company Class A MC 16.1%
5.5% 8xxxxxxx 8xxx 8xxxx 8 8xx 88.8%
5.4% 8xx 8xxxxxx 8xxxx 8xxx 8x 88.8%
4.6% 8xxxxxx 8xxxxx 8xxxx 8xxx 88.8%
4.4% 8xxxxxxxx 8xxx 8 88.8%
4.4% 8xxxxxx 8xxxxxxxx 8xxxxxxxxxx 8x 88.8%
4.3% 8xxxxxx 8xxxx 8xxxx 8xxx 8xxxx 8x 88.8%
4.0% 8xxx 8xxx 8 88.8%
3.5% 8xx 8 8xx 8xxx 8xxxx 8 8xx --
2.9% 8xxxx 8xxxx 8xxxxxx 8xxx 88.8%
2.8% 8xxxxx 8xxxxxx 8x 88.8%
2.4% 8xxxxxxx 8xxxxxx 8xxxxxx 8xx 88.8%
2.3% 8xxxxxxxx 8xxxxxxxx 8xxxx 8xx 8xx 88.8%
2.2% 8xxxxxxxxxx 8xxxxxxx 8xxx 8xxx 88.8%
2.2% 8xx 8xxxxxxxxx 8xxxx 8xxx 8x 88.8%
2.1% 8xx 8xxx 8x 8xx 8xxx 8xxxxx 8xxxx 8x 88.8%
2.1% 8xxxxxxxxx 8xxxx 8xxxxxxxxx 8xxx 8xx 88.8%
2.0% 8xxx 8xxxxxxxxxx 8xx 88.8%
2.0% 8xx 8xxx 8xxxxxxxxxx 8xx 88.8%
1.9% 8xxxxx 8xxxxxxxx 8xxxxxxxxxx 8x 88.8%
1.9% 8xx 8xxxxxxxx 8xxxxxxx 8xx 88.8%
1.8% 8xxxx 8xxxxx 8xxxxxxxxxx 8xx 88.8%
1.7% 8xxxxxx 8xx 88.8%
1.7% 8xx 8xxxxxxxxxx 8xxxxxx 8xxx 88.8%
1.6% 8x 8xxxxxx 8xx 88.8%
1.5% 8xxxxx 8xxx 8xxx 8xxxx 8 8xx 88.8%
1.2% 8xxxxxx 8xxxxxx 8xxxx 8xx 8xxxx 8 8xxxx 8xx 88.8%
12.8% Other 19.7%
6.9% Bank of America Corp BAC 13.5%
5.9% 8xxxxxxxx 8xxx 8xx 88.8%
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