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    Portfolio Management Stocks List

    Symbol Grade Name % Change
    ORCL A Oracle Corporation 0.98
    GATX A GATX Corporation 1.21
    NTRS A Northern Trust Corporation 0.04
    BAC A Bank of America Corporation -0.75
    SCHW A Charles Schwab Corporation (The) 0.34
    ENV B Envestnet, Inc 0.00
    UPLD B Upland Software, Inc. 13.52
    BR B Broadridge Financial Solutions, Inc. 0.24
    CBSH B Commerce Bancshares, Inc. -0.88
    GS B Goldman Sachs Group, Inc. (The) 0.09
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    Related Industries: Asset Management Banks - Global Banks - Regional Banks - Regional - Asia Banks - Regional - Latin America Banks - Regional - US Business Services Capital Markets Diagnostics & Research Real Estate Services Rental & Leasing Services Savings & Cooperative Banks Software - Application Software - Infrastructure
    Related Stock Lists: S&P 500 Bank Banking Investment Bank Brokerage Content Management Exchange Traded Fund Application Software Broker Dealer Business Process Management Custody Services Enterprise Architecture Financial Advisors Financial Advisory Services Financial Management Hedge Funds Investment Management Separately Managed Account Work From Home Access Management

    Related ETFs - A few ETFs which own one or more of the above listed Portfolio Management stocks.

    Symbol Grade Name Weight
    INDF D Nifty India Financials ETF 19.92
    FTXO B First Trust Nasdaq Bank ETF 9.51
    TPMN A The Timothy Plan Timothy Plan Market Neutral ETF 9.18
    BRAZ F Global X Brazil Active ETF 8.52
    INDY D iShares S&P India Nifty 50 Index Fund 8.31
    View all Portfolio Management ETFs...
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    Compare FTXO to TPMN Compare INDF to BRAZ Compare INDF to TPMN

        Portfolio Management Stocks Recent News

        Date Stock Title
        Nov 21 ORCL Nvidia CEO Jensen Huang Says The Present Time Is 'The Beginnings Of Two Fundamental Shifts In Computing' As Blackwell Powers Explosive AI Demand
        Nov 21 ORCL Nvidia Delivered 'Jaw Dropping' Q3 Earnings, Says Dan Ives: 'This Is The Fourth Revolution Playing Out In Front Of Our Eyes'
        Nov 20 ORCL Oracle Corporation (ORCL) Expands Partnership with Microsoft to Boost Cloud Integration and Database Services Across Azure
        Nov 20 SCHW Robinhood Takes Aim At One Of Charles Schwab's Remaining Bastions
        Nov 20 GS Bill Hwang Sentenced to 18 Years in Prison in Archegos Case
        Nov 20 GS Goldman Sachs CEO Solomon sees robust capital markets next year, CNBC reports
        Nov 20 NTRS Northern Trust Corporation (NTRS) Is Up 2.30% in One Week: What You Should Know
        Nov 20 ORCL Microsoft, Oracle to add 24 regions to multicloud alliance
        Nov 20 ENV Visa, Dash Solutions & Zelis Unite to Transform Healthcare Payments
        Nov 20 BAC BofA Names Ed Siaje President of Detroit
        Nov 20 ORCL Here is What to Know Beyond Why Oracle Corporation (ORCL) is a Trending Stock
        Nov 20 SCHW Schwab Expands Support of RIATA Student Scholarship as It Celebrates Five Years; University Grant Program Set to Reach $25M Milestone in 2025
        Nov 20 ORCL Oracle Shares Surge 2% to $189 Amid Positive Market Sentiment
        Nov 20 GS Goldman-Backed Blockchain Company Fnality Hunts for New CEO
        Nov 20 ORCL Canaan (CAN) Reports Q3 Loss, Tops Revenue Estimates
        Nov 20 NTRS Northern Trust Launches Enhanced Collateral Management Solution Delivered in Collaboration with CloudMargin
        Nov 20 GS Pound, gold and oil prices in focus: commodity and currency check, 20 November
        Nov 20 ENV Flex set to join S&P midcap 400; Azenta and Concentra Group to join S&P smallcap 600
        Nov 19 ENV Flex Set to Join S&P MidCap 400; Azenta and Concentra Group Holdings to Join S&P SmallCap 600
        Nov 19 SCHW Buy Signal Rarely Lets Charles Schwab Stock Down
        Related Industries: Asset Management Banks - Global Banks - Regional Banks - Regional - Asia Banks - Regional - Latin America Banks - Regional - US Business Services Capital Markets Diagnostics & Research Real Estate Services Rental & Leasing Services Savings & Cooperative Banks Software - Application Software - Infrastructure
        Related Stock Lists: Bank Banking Investment Portfolio Management Real Estate Loans Card Services Cash Management Cash Management Services Portfolio Management Services Trust Services Asset Management Commercial Banking Credit Card Services Custody Services Financial Planning Services Financial Products Individual Retirement Account Insurance Broker Insurance Brokerage Investment Banking Investment Product
        Portfolio Management

        Portfolio management is the art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance. Portfolio management is all about determining the right mix of investments to meet an investor’s goals and risk tolerance. It involves analyzing the current portfolio, researching potential investments, and making decisions about how to allocate assets.

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