Portfolio of Asset Management Stocks

Here are 15 asset management stocks.


15 Asset Management Stocks

Name

Symbol

Recent Prices

Ameriprise FinancialAMP
Artisan Partners Asset ManagementAPAM
BlackRockBLK
Blackstone Group L.P.BX
Carlyle GroupCG
Franklin ResourcesBEN
InvescoIVZ
KKRKKR
LazardLAZ
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.

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 4 stocks excluded from the portfolio computations because of insufficient price data are: APAM, CG, KKR and OAK.

The current value of a $10,000 investment is $12,571. The percent return is 25.71%. The annualized return is 4.76%.







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