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    Portfolio Management Stocks List

    Symbol Grade Name % Change
    NTRS B Northern Trust Corporation 1.71
    ORCL B Oracle Corporation 0.77
    AX B Axos Financial, Inc. 4.57
    BR B Broadridge Financial Solutions, Inc. 1.44
    SHG B Shinhan Financial Group Co Ltd 1.56
    SSNC B SS&C Technologies Holdings, Inc. 2.26
    HTH C Hilltop Holdings Inc. 3.39
    BMRC C Bank of Marin Bancorp 7.13
    SII C Sprott Inc. 3.70
    SCHW C Charles Schwab Corporation (The) 1.94
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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: Bank Banking Investment Portfolio Management Loan Products Residential Real Estate Loans Retirement Planning Banking Products Deposit Products Escrow Exchange Traded Fund Investment Banking Investment Management Services Investment Product Real Estate Loans Student Loan Wealth Management Services ATM Accounting Services Add On Services Adjustable Rate Mortgage

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

    Symbol Grade Name Weight
    IAI A iShares U.S. Broker-Dealers ETF 14.47
    BNKU B MicroSectors U.S. Big Banks Index 3X Leveraged ETNs 10.0
    BNKD F MicroSectors U.S. Big Banks Index -3X Inverse Leveraged ETNs 10.0
    KBWB A PowerShares KBW Bank Portfolio ETF 8.14
    DJIA B Global X Dow 30 Covered Call ETF 7.86
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    Compare BNKU to DJIA Compare IAI to DJIA Compare IAI to KBWB

        Portfolio Management Stocks Recent News

        Date Stock Title
        Jul 11 ORCL Why Is Oracle (ORCL) Up 1.2% Since Last Earnings Report?
        Jul 11 ORCL Oracle Announces Exadata Exascale, World's Only Intelligent Data Architecture for the Cloud
        Jul 11 NTRS Fee Income to Aid Northern Trust (NTRS) in Q2 Earnings?
        Jul 11 ORCL Oracle (ORCL) Cloud VMware Fuels Global Shift, Boosts Options
        Jul 11 SSNC SS&C ALPS Advisors Launches Diversified Natural Resources ETF
        Jul 11 SSNC Is SS&C Technologies Holdings, Inc.'s (NASDAQ:SSNC) 9.9% ROE Worse Than Average?
        Jul 10 ORCL Oracle's AI Pipeline Still Strong Even Without Musk Startup Deal, Analysts Say
        Jul 10 NTRS Northern Trust (NTRS) Upgraded to Buy: Here's Why
        Jul 10 SHG Are You Looking for a Top Momentum Pick? Why Shinhan Financial (SHG) is a Great Choice
        Jul 10 ORCL Oracle Stock Is Down on AI News. Investors Might Want to Reconsider That.
        Jul 10 ORCL Global Organizations Boost Growth with Oracle Cloud VMware Solution
        Jul 10 NTRS Northern Trust Corporation (NTRS) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release
        Jul 10 BR Broadridge Named a Luminary in Reconciliation Systems by Celent
        Jul 10 SSNC SS&C to Release Second Quarter 2024 Earnings
        Jul 10 ORCL Oracle (ORCL) Partners With Palantir to Accelerate AI Adoption
        Jul 10 ORCL Oracle Advances Safety Case Management for Life Science Organizations
        Jul 10 ORCL 5 Things to Know Before the Stock Market Opens
        Jul 10 SCHW Is Schwab Fundamental U.S. Small Company ETF (FNDA) a Strong ETF Right Now?
        Jul 10 SCHW 4 High-Yield Dividend ETFs to Generate Passive Income
        Jul 10 ORCL Heard on the Street Tuesday Recap: Powell's Dance
        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 Loan Products Residential Real Estate Loans Retirement Planning Banking Products Deposit Products Escrow Exchange Traded Fund Investment Banking Investment Management Services Investment Product Real Estate Loans Student Loan Wealth Management Services ATM Accounting Services Add On Services Adjustable Rate Mortgage
        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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