Portfolio of Asset Management Stocks

Here are 15 asset management stocks.

15 Asset Management Stocks

& Monthly Returns

& Snapshot

Recent Prices
& Trendline Chart

Ameriprise FinancialAMP
Artisan Partners Asset ManagementAPAM
Blackstone Group L.P.BX
Carlyle GroupCG
Franklin ResourcesBEN
Legg MasonLM
Northern Trust CorporationNTRS
Oaktree Capital GroupOAK
Principal Financial GroupPFG
SEI InvestmentsSEIC
T. Rowe Price GroupTROW
Price charts from Alpha Vantage as of most recent close.

Portfolio Values

To inspect the performance of the Asset Management Stocks portfolio, see the chart below. Portfolio values are computed using monthly closes for stocks from Alpha Vantage.

All 15 stocks are included in the portfolio computations. The current value of the portfolio assumes that $666.67 was invested (total of $10,000) in each stock at its closing monthly price for the first date shown on the portfolio value chart below. All prices are adjusted for splits and dividends.

The current value of a $10,000 investment is $20,597. The percent return is 105.97%. The annualized return is 15.55%.

Portfolio Value Chart for Last 100 Daily Closes

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