2SilverCoins Investing
High Quality Asset Management

AMCO

Index Performance

+12.82%
AMCO
+6.66%
TMLARGE
Oct 7, 2024Oct 15, 2024Oct 23, 2024Oct 31, 2024Nov 8, 2024Nov 18, 2024Nov 26, 2024Dec 5, 2024Dec 13, 2024Dec 23, 2024Jan 6, 20250%10%20%

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
  • Finance
    100.00%

Holdings

All holdings as of January 6, 2025
CSV download
Ares Management Corp. (ARES)9.33%$56.44B58.80%77.47%11.86
Blackstone, Inc. (BX)9.27%$212.00B-0.46%99.51%13.26
KKR Group Co., Inc. (KKR)9.25%$133.77B99.95%53.49%7.35
Northern Trust Corp. (NTRS)9.19%$20.46B25.62%N/A-0.80
The Bank of New York Mellon Corp. (BK)9.09%$56.65B15.04%N/A0.46
State Street Corp. (STT)9.08%$28.85B28.45%N/A2.83
Ameriprise Financial, Inc. (AMP)9.03%$51.50B12.02%52.64%2.47
T. Rowe Price Group, Inc. (TROW)9.01%$25.40B6.88%81.36%3.25
Blackrock Finance, Inc. (BLK)8.96%$149.84B20.13%81.09%7.13
Apollo Global Management, Inc. (APO)8.95%$95.68B192.62%66.31%2.47
Franklin Resources, Inc. (BEN)8.84%$10.48B8.20%72.69%2.46
Market data by FactSet