Index Performance
+12.82%
AMCO
+6.66%
TMLARGE
Overview
Description
An index that tracks Asset management companies based on a specific criteria. Methodology Must be listed on a US exchange, have a GICS Classification of asset management, market cap of over 10 billion, have a positive ROE, and a positive EBITD
- TickerAMCO
- Inception Date12/08/2023
- WeightingEqual
- # of holdings11
What's inside?
Sectors
- Finance100.00%
Holdings
All holdings as of January 6, 2025
CSV download
Ares Management Corp. (ARES) | 9.33% | $56.44B | 58.80% | 77.47% | 11.86 |
Blackstone, Inc. (BX) | 9.27% | $212.00B | -0.46% | 99.51% | 13.26 |
KKR Group Co., Inc. (KKR) | 9.25% | $133.77B | 99.95% | 53.49% | 7.35 |
Northern Trust Corp. (NTRS) | 9.19% | $20.46B | 25.62% | N/A | -0.80 |
The Bank of New York Mellon Corp. (BK) | 9.09% | $56.65B | 15.04% | N/A | 0.46 |
State Street Corp. (STT) | 9.08% | $28.85B | 28.45% | N/A | 2.83 |
Ameriprise Financial, Inc. (AMP) | 9.03% | $51.50B | 12.02% | 52.64% | 2.47 |
T. Rowe Price Group, Inc. (TROW) | 9.01% | $25.40B | 6.88% | 81.36% | 3.25 |
Blackrock Finance, Inc. (BLK) | 8.96% | $149.84B | 20.13% | 81.09% | 7.13 |
Apollo Global Management, Inc. (APO) | 8.95% | $95.68B | 192.62% | 66.31% | 2.47 |
Franklin Resources, Inc. (BEN) | 8.84% | $10.48B | 8.20% | 72.69% | 2.46 |
Market data by FactSet