2SilverCoins Investing
High Quality Asset Management

AMCO

Index Performance

+10.52%
AMCO
+7.66%
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?

Holdings

All holdings as of July 26, 2024
CSV download
State Street Corp. (STT)10.05%$25.40B22.29%N/A2.95
Blackstone, Inc. (BX)9.65%$100.06B13.12%98.91%10.89
Ares Management Corp. (ARES)9.48%$28.43B-8.88%101.16%10.94
The Bank of New York Mellon Corp. (BK)9.37%$48.47B16.21%N/A-0.65
BlackRock, Inc. (BLK)9.22%$123.98B4.59%81.30%N/A
Northern Trust Corp. (NTRS)9.19%$18.00B62.95%N/A-0.75
KKR Group Co., Inc. (KKR)9.18%$104.88B168.20%23.49%7.14
Apollo Global Management, Inc. (APO)8.75%$69.23B30.06%72.12%2.04
Franklin Resources, Inc. (BEN)8.64%$12.44B10.57%71.85%3.15
Ameriprise Financial, Inc. (AMP)8.41%$43.87B9.69%49.93%2.49
T. Rowe Price Group, Inc. (TROW)8.07%$25.79B13.83%82.17%3.92
Market data by FactSet