Portfolio of Asset Management Stocks
Here are 14 asset management stocks.
|14 Asset Management Stocks|
Stock Returns & Price Chart
Recent Prices &
|Artisan Partners Asset Management||APAM|
|Blackstone Group L.P.||BX|
|Northern Trust Corporation||NTRS|
|Oaktree Capital Group||OAK|
|Principal Financial Group||PFG|
|T. Rowe Price Group||TROW|
|Price data from Quandl as of most recent close.|
To inspect the performance of the Asset Management Stocks portfolio, see the chart below. Portfolio values are computed using monthly closes for stocks from Quandl.The 11 stocks included in the portfolio computations are: AMP, BLK, BX, BEN, IVZ, LAZ, LM, NTRS, PFG, SEIC and TROW. The current value of the portfolio assumes that $909.09 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 3 stocks excluded from the portfolio computations because of insufficient price data are: APAM, KKR and OAK.
The current value of a $10,000 investment is $28,596. The percent return is 185.96%. The annualized return is 11.08%.
|Return Summary for Asset Management Stocks|
|Current Value of Investment||$28,595.74|
|Number Profitable Returns||6,391|
|Percent Profitable Returns||88.03%|
|Number Unprofitable Returns||869|
|Percent Unprofitable Returns||11.97%|
|Profitable to Unprofitable Returns Ratio||7.35|
NOTE: The stocks included in the tables and chart are representative of the industry. They are not recommendations.