Portfolio of Boutique Investment Banks

Here is a table of 6 boutique investment banks.

6 Boutique Investment Bank Stocks



Recent Dividends

Evercore Partners
Houlihan Lokey
Moelis & Company
PJT Partners
Raymond James Financial
Stifel Financial Corporation
Dividend chart data from Alpha Vantage as of most recent close.

Portfolio Values

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

All 6 stocks are included in the portfolio computations. The current value of the portfolio assumes that $1,666.67 was invested 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 the $10,000 investment is $24,995. The percent return is 149.95%. The annualized return is 20.11%.

Portfolio Value Chart for Last 100 Daily Closes

Related Portfolios

Portfolio of Big Four U.S. Money Center Banks

Portfolio of Discount Brokerage Stocks

Portfolio of Regional Banks

Portfolio of Super Regional Banks - Dividend Paying Stocks