Industries & Sectors - Portfolio123
DescriptionSymbolType#StocksCap (M)1Day %*1Wk %*1Mo %*3Mo %*6Mo %*1Yr %*
United States (Primary)PRIMARYUSAUniv6,20664,338,962-0.86%-0.98%0.35%5.97%-0.34%11.69%
  FinanceFINANCIALSector1,64610,948,303-0.66%-1.69%-2.20%2.34%1.40%21.91%
    Investment ServicesINVESTSVCESSSubSec4932,452,129-0.82%-0.74%-1.32%5.24%0.51%22.86%
      Investment ServicesINVESTSVCEIndustry4932,452,129-0.82%-0.74%-1.32%5.24%0.51%27.62%
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DescriptionSymbolType#StocksCap (M)1Day %*1Wk %*1Mo %*3Mo %*6Mo %*1Yr %*
Abacus Global Management, Inc.
ABL:USAABL:USA3M1Y3Y Customize...
Stock1532-8.57%-10.19%-37.71%-28.57%-30.10%-46.12%
P10, Inc.
PX:USAPX:USA3M1Y3Y Customize...
Stock1995-3.53%-9.90%-25.46%-24.15%-31.57%14.01%
Texas Pacific Land Corp.
TPL:USATPL:USA3M1Y3Y Customize...
Stock125,001-0.49%-1.09%-23.86%-21.36%-9.06%47.74%
Hamilton Lane, Inc.
HLNE:USAHLNE:USA3M1Y3Y Customize...
Stock15,912-1.18%-10.39%-21.32%-9.74%-19.18%18.07%
LandBridge Co. LLC
LB:USALB:USA3M1Y3Y Customize...
Stock11,638-0.30%-3.88%-16.55%-12.07%17.26%N/A
Webull Corp.
BULL:USABULL:USA3M1Y3Y Customize...
Stock11,446-2.90%-4.33%-16.36%-11.55%-10.75%-6.49%
DigitalBridge Group, Inc.
DBRG:USADBRG:USA3M1Y3Y Customize...
Stock11,773-0.98%-5.81%-15.82%2.77%-17.71%-20.89%
Lionsgate Studios Holding Corp.
LION:USALION:USA3M1Y3Y Customize...
Stock11,692-5.58%-11.24%-13.20%-23.21%-12.34%-10.95%
Prospect Capital Corp.
PSEC:USAPSEC:USA3M1Y3Y Customize...
Stock11,423-1.85%-5.64%-12.67%-22.59%-24.40%-34.90%
Cohen & Steers, Inc. (New York)
CNS:USACNS:USA3M1Y3Y Customize...
Stock13,772-1.87%-4.46%-10.68%-6.12%-24.17%8.24%
StepStone Group, Inc.
STEP:USASTEP:USA3M1Y3Y Customize...
Stock14,043-1.97%-7.25%-10.54%-4.61%-13.65%26.60%
HA Sustainable Infrastructure Capital, Inc.
HASI:USAHASI:USA3M1Y3Y Customize...
Stock13,102-5.90%-2.61%-9.92%-11.57%-11.00%-13.47%
Brookfield Asset Management Ltd.
BAM:USABAM:USA3M1Y3Y Customize...
Stock187,062-1.53%-3.16%-8.82%9.51%-5.25%45.47%
Moelis & Co.
MC:USAMC:USA3M1Y3Y Customize...
Stock14,159-1.08%-2.98%-8.78%-5.71%-22.59%11.26%
Apollo Global Management, Inc.
APO:USAAPO:USA3M1Y3Y Customize...
Stock175,502-1.30%-2.40%-7.98%-7.37%-24.50%15.77%
Perella Weinberg Partners
PWP:USAPWP:USA3M1Y3Y Customize...
Stock11,100-2.32%-6.30%-7.53%-9.46%-27.53%27.48%
Blackstone, Inc.
BX:USABX:USA3M1Y3Y Customize...
Stock1165,746-1.86%-5.09%-7.51%-8.73%-26.86%14.91%
Lazard, Inc.
LAZ:USALAZ:USA3M1Y3Y Customize...
Stock14,044-2.76%0.56%-7.36%-6.65%-17.19%22.15%
Crescent Capital BDC, Inc.
CCAP:USACCAP:USA3M1Y3Y Customize...
Stock15310.07%-3.89%-6.70%-16.58%-24.41%-14.02%
GCM Grosvenor, Inc.
GCMG:USAGCMG:USA3M1Y3Y Customize...
Stock1527-1.52%-6.43%-6.58%-12.43%-4.94%27.78%
Janus Henderson Group PLC
JHG:USAJHG:USA3M1Y3Y Customize...
Stock15,719-1.73%-1.60%-6.20%-2.80%-15.94%15.64%
Principal Financial Group, Inc.
PFG:USAPFG:USA3M1Y3Y Customize...
Stock117,053-1.21%-1.25%-6.14%-9.32%-2.11%2.53%
Invesco Ltd.
IVZ:USAIVZ:USA3M1Y3Y Customize...
Stock16,499-2.09%-1.96%-5.96%-5.48%-17.50%4.69%
T. Rowe Price Group, Inc.
TROW:USATROW:USA3M1Y3Y Customize...
Stock120,245-1.75%-3.24%-5.34%-1.30%-21.26%-16.24%
TPG, Inc.
TPG:USATPG:USA3M1Y3Y Customize...
Stock16,036-2.59%-2.16%-5.15%-2.50%-25.70%23.64%
Piper Sandler Cos.
PIPR:USAPIPR:USA3M1Y3Y Customize...
Stock14,188-0.86%-3.66%-4.89%-1.36%-19.26%26.34%
Blue Owl Capital, Inc.
OWL:USAOWL:USA3M1Y3Y Customize...
Stock111,625-1.59%-2.52%-4.67%-10.56%-22.31%12.68%
Houlihan Lokey, Inc.
HLI:USAHLI:USA3M1Y3Y Customize...
Stock112,000-0.51%-1.30%-4.65%5.88%-2.57%35.23%
Raymond James Financial, Inc.
RJF:USARJF:USA3M1Y3Y Customize...
Stock129,978-0.63%0.47%-4.10%1.15%-7.42%29.40%
Artisan Partners Asset Management, Inc.
APAM:USAAPAM:USA3M1Y3Y Customize...
Stock12,944-2.77%-0.33%-3.97%3.92%-6.78%13.91%
Federal Agricultural Mortgage Corp.
AGM:USAAGM:USA3M1Y3Y Customize...
Stock12,018-1.09%-3.41%-3.88%-4.45%-10.17%12.28%
KKR & Co., Inc.
KKR:USAKKR:USA3M1Y3Y Customize...
Stock1107,532-1.90%-2.39%-3.84%4.04%-21.34%11.51%
Kayne Anderson BDC, Inc.
KBDC:USAKBDC:USA3M1Y3Y Customize...
Stock11,113-0.13%-1.14%-3.80%-4.05%-2.38%8.63%
Tradeweb Markets, Inc.
TW:USATW:USA3M1Y3Y Customize...
Stock129,8321.21%3.08%-3.61%-1.65%6.50%34.48%
Oppenheimer Holdings, Inc.
OPY:USAOPY:USA3M1Y3Y Customize...
Stock1650-0.83%-3.23%-3.57%1.33%-0.98%37.24%
Trinity Capital, Inc.
TRIN:USATRIN:USA3M1Y3Y Customize...
Stock1915-0.35%-1.85%-3.44%-7.22%5.04%11.31%
Virtus Investment Partners, Inc.
VRTS:USAVRTS:USA3M1Y3Y Customize...
Stock11,186-1.82%-3.17%-3.35%-1.51%-26.56%-15.67%
Ameriprise Financial, Inc.
AMP:USAAMP:USA3M1Y3Y Customize...
Stock148,413-1.20%-1.92%-3.31%1.88%-7.26%21.08%
AllianceBernstein Holding LP
AB:USAAB:USA3M1Y3Y Customize...
Stock14,357-0.95%-2.40%-3.22%5.73%15.05%30.65%
Federated Hermes, Inc.
FHI:USAFHI:USA3M1Y3Y Customize...
Stock13,326-1.36%-0.94%-3.00%6.32%0.27%37.30%
StoneX Group, Inc.
SNEX:USASNEX:USA3M1Y3Y Customize...
Stock14,141-0.75%-0.49%-2.98%6.29%28.38%81.17%
Victory Capital Holdings, Inc.
VCTR:USAVCTR:USA3M1Y3Y Customize...
Stock13,935-1.28%-1.08%-2.96%1.63%-2.86%32.19%
Vinci Partners Investments Ltd.
VINP:USAVINP:USA3M1Y3Y Customize...
Stock1604-1.65%0.53%-2.92%-6.39%-7.93%-3.52%
Brookfield Corp.
BN:USABN:USA3M1Y3Y Customize...
Stock186,973-0.94%-1.71%-2.81%7.41%-0.72%42.50%
Carlyle Secured Lending, Inc
CGBD:USACGBD:USA3M1Y3Y Customize...
Stock11,0090.22%-1.98%-2.81%-17.27%-18.32%-13.20%
Stifel Financial Corp.
SF:USASF:USA3M1Y3Y Customize...
Stock19,892-1.52%-0.61%-2.45%-2.27%-12.41%24.29%
Ares Management Corp.
ARES:USAARES:USA3M1Y3Y Customize...
Stock136,073-1.11%-1.35%-2.26%12.66%-7.67%27.81%
Bain Capital Specialty Finance, Inc.
BCSF:USABCSF:USA3M1Y3Y Customize...
Stock19650.61%-2.69%-2.25%-8.22%-6.27%4.37%
The Carlyle Group Inc.
CG:USACG:USA3M1Y3Y Customize...
Stock116,637-2.00%-1.54%-2.06%6.86%-11.18%21.59%
Black Stone Minerals LP
BSM:USABSM:USA3M1Y3Y Customize...
Stock12,829-0.82%-2.62%-1.98%-10.43%-3.04%-4.53%
Investment ServicesINVESTSVCEIndustry4932,452,129-0.82%-0.74%-1.32%5.24%0.51%27.62%
S&P 500
SPY:USASPY:USA3M1Y3Y Customize...
Benchmark14,30786,237,978-0.85%-0.92%0.56%5.68%-0.47%11.49%

* Colors indicate performance relative to the benchmark.