Industries & Sectors - Portfolio123
DescriptionSymbolType#StocksCap (M)1Day %*1Wk %*1Mo %*3Mo %*6Mo %*1Yr %*
North America (Primary)PRIMARYNOAMUniv8,14559,660,9550.15%1.60%6.01%6.51%16.95%26.43%
  FinanceFINANCIALSector1,92810,233,1510.52%1.55%6.78%6.49%19.57%33.38%
    Investment ServicesINVESTSVCESSSubSec6412,371,7350.64%2.59%8.50%12.09%28.64%43.63%
      Investment ServicesINVESTSVCEIndustry6412,371,7350.48%2.27%8.68%11.17%27.54%52.22%
        Investment Banking and Corporate FinanceINVESTBANKSubInd1541,6191.01%2.23%12.53%11.51%35.75%59.71%
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DescriptionSymbolType#StocksCap (M)1Day %*1Wk %*1Mo %*3Mo %*6Mo %*1Yr %*
Evercore, Inc.
EVR:USAEVR:USA3M1Y3Y Customize...
Stock17,8372.11%3.68%9.82%12.34%44.51%91.16%
Houlihan Lokey, Inc.
HLI:USAHLI:USA3M1Y3Y Customize...
Stock19,2650.55%-0.94%9.57%3.92%29.62%54.12%
Investment Banking and Corporate FinanceINVESTBANKSubInd1541,6191.01%2.23%12.53%11.51%35.75%59.71%
Jefferies Financial Group, Inc.
JEF:USAJEF:USA3M1Y3Y Customize...
Stock110,0320.72%2.41%14.70%16.10%38.06%60.35%
Lazard, Inc.
LAZ:USALAZ:USA3M1Y3Y Customize...
Stock13,6940.29%5.51%9.27%8.47%55.60%50.64%
Moelis & Co.
MC:USAMC:USA3M1Y3Y Customize...
Stock13,9860.62%4.10%12.46%3.53%29.19%62.67%
Piper Sandler Cos.
PIPR:USAPIPR:USA3M1Y3Y Customize...
Stock13,3461.19%0.68%16.35%15.03%42.01%68.53%
PJT Partners, Inc.
PJT:USAPJT:USA3M1Y3Y Customize...
Stock12,4691.65%-0.04%10.93%-1.32%20.29%57.03%
Perella Weinberg Partners
PWP:USAPWP:USA3M1Y3Y Customize...
Stock18291.24%2.04%2.51%19.92%44.41%102.19%
S&P 500
SPY:USASPY:USA3M1Y3Y Customize...
Benchmark14,70377,878,2090.14%1.65%5.99%6.91%18.44%28.12%

* Colors indicate performance relative to the benchmark.