Asset Management & Custody Banks Companies By Bonds Weight

Equity Type

Price

Concentration

			Equity Type	Price	Concentration	Bond Positions Weight	Efficiency	Market Risk	Exp Return
1	PAX	Patria Investments	Stock	12.82	Asset Management & Custody Banks, Financial Services, NASDAQ Composite, Financials, Capital Markets, Management, Services	0.8	0.17	1.68	0.28
2	DHIL	Diamond Hill Investment	Stock	161.16	Asset Management & Custody Banks, Financial Services, NASDAQ Composite, Composite Total, Trading, Financials, Capital Markets, Management, Services	0.0	0.08	1.65	0.13
3	DIST	Distoken Acquisition	Stock	11.2	Asset Management & Custody Banks, Financial Services, NASDAQ Composite, Trading, Financials, Capital Markets, Shell Companies, Industrials	0.0	0.12	0.43	0.05
4	MSSAU	Metal Sky Star	Stock	11.6	Asset Management & Custody Banks, Financial Services, Financials, Capital Markets, Shell Companies, Services	0.0	0.04	0.79	0.03
5	MSSAW	Metal Sky Star	Stock	0.055	Asset Management & Custody Banks, Financial Services, Financials, Capital Markets, Shell Companies, Services	0.0	0.26	45.06	11.71
6	AB	AllianceBernstein Holding LP	Stock	36.18	Asset Management & Custody Banks, Financial Services, Trading, Financials, Capital Markets, Management, Services	0.0	0.08	1.40	0.11
7	AC	Associated Capital Group	Stock	35.95	Asset Management & Custody Banks, Financial Services, NYSE Composite, THE PHILIPPINE STOCK, SBF 120, 120 Gross, CAC Next 20, SP TSX All-Tradable, Consumer Goods, All Shares, Trading, Financials, Capital Markets, Services	0.0	0.12	1.97	0.23
8	BK	Bank of New	Stock	79.56	Asset Management & Custody Banks, Banks - Diversified, Financial Services, NYSE Composite, SP 500 Index, 100 100, KBW Bank, Management, FinTech, Banking, Dividend Beast, Financials, Capital Markets, Services	0.0	0.25	1.03	0.26
9	BN	Brookfield Corp	Stock	60.22	Asset Management & Custody Banks, Financial Services, NYSE Composite, SBF 120, 120 Gross, SP TSX CAC 40, All-Tradable, All Shares, Real Estate, Financials, Capital Markets, Management, Services	0.0	0.22	1.40	0.31
10	BX	Blackstone Group	Stock	193.3	Asset Management & Custody Banks, Financial Services, NYSE Composite, SP 500 Index, Power Assets, Trading, Financials, Capital Markets, Management, Services	0.0	0.24	1.75	0.43
11	CG	Carlyle Group	Stock	54.05	Asset Management & Custody Banks, Financial Services, NASDAQ Composite, 100, SP Midcap 400, Composite Total, TSX Trading, Financials, Capital Markets, Management, Services	0.0	0.24	2.12	0.50
12	FT	Franklin Universal Closed	Etf	7.62	Asset Management & Custody Banks, Financial Services, Financials, Capital Markets, Management, Services	0.0	0.14	0.63	0.09
13	GLACU	Global Lights Acquisition	Stock	10.8	Asset Management & Custody Banks, Financial Services, Financials, Capital Markets, Conglomerates, Industrials	0.0	0.23	0.13	0.03
14	PX	P10 Inc	Stock	13.6	Asset Management & Custody Banks, Financial Services, Trading, Climate Change, Financials, Capital Markets, Management, Services	0.0	0.25	1.78	0.45
15	TY	Tri Continental Closed	Stock	34.17	Asset Management & Custody Banks, Financial Services, Financials, Capital Markets, Management, Services	0.0	0.21	0.55	0.12
16	WT	WisdomTree	Stock	11.71	Asset Management & Custody Banks, Financial Services, NYSE Composite, Trading, Financials, Capital Markets, Management, Services	0.0	0.18	1.79	0.33
17	MEGL	Magic Empire Global	Stock	0.5	Asset Management & Custody Banks, Financial Services, NASDAQ Composite, Financials, Capital Markets, Services	0.0	0.07	6.02	0.40
18	MEGI	MainStay CBRE Global	Stock	13.27	Asset Management & Custody Banks, Financial Services, Financials, Capital Markets, Materials, Materials	0.0	(0.08)	1.04	(0.08)
19	MFIC	MidCap Financial Investment	Stock	13.68	Asset Management & Custody Banks, Financial Services, Financials, Capital Markets, Management, Services	0.0	0.05	0.83	0.04
20	MGLD	Marygold Companies	Stock	1.3	Asset Management & Custody Banks, Financial Services, Financials, Capital Markets, Management, Services	0.0	0.00	8.28	(0.02)

The analysis above is based on a 90-day investment horizon and a default level of risk. Use the Portfolio Analyzer to fine-tune all your assumptions. Check your current assumptions here.

Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.

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Asset Management & Custody Banks Companies By Bonds Weight

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