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    Portfolio Management Stocks List

    Symbol Grade Name % Change
    AIF B Apollo Tactical Income Fund Inc. -0.34
    AX B Axos Financial, Inc. -0.94
    ENV B Envestnet, Inc -0.85
    EBC B Eastern Bankshares, Inc. 1.06
    AVAL C Grupo Aval Acciones y Valores S.A. ADR 0.00
    PHG C Koninklijke Philips N.V. 0.04
    SHG C Shinhan Financial Group Co Ltd 0.06
    HTH C Hilltop Holdings Inc. 0.09
    YOLO C AdvisorShares Pure Cannabis ETF 2.44
    CBSH C Commerce Bancshares, Inc. -1.09
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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: Bank Banking Exchange Traded Fund Investment Portfolio Management ATM Business Banking Products ETF Electronic Banking Escrow Financial Products Investment Banking Loan Products Securities Brokerage Structured Finance Student Loan Account Management Accounting Services Acquisition Advisory 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
    KBWR C PowerShares KBW Regional Banking Portfolio ETF 5.73
    QABA C First Trust NASDAQ ABA Community Bank Index Fund 4.43
    KRE C SPDR S&P Regional Banking ETF 4.12
    ZIG B The Acquirers Fund 3.85
    KBE B SPDR S&P Bank ETF 3.84
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    Compare KBWR to KRE Compare KBWR to QABA Compare QABA to KRE

        Portfolio Management Stocks Recent News

        Date Stock Title
        May 15 ENV Causeway Capital Management Named 2024 Asset Manager of the Year by Envestnet
        May 15 ENV Engaged Capital's Q1 moves: adds Envestnet, trims Shake Shack, others
        May 15 PHG FDA issues recall notice for Philips after another respiratory device fails
        May 15 PHG Philips announces exchange ratio for 2023 dividend
        May 14 PHG Philips Sues SoClean Alleging Ozone Exposure Risks Over Injuries Related To Breathing Devices
        May 14 PHG Philips' (PHG) Gets FDA Recall for Trilogy Ventilator Glitch
        May 14 EBC Eastern Bank Provides Financing for Capstan Atlantic’s Conversion to an Employee-Owned Company
        May 14 ENV Envestnet (ENV) Surpasses Q1 Earnings Estimates, Gains 5%
        May 14 ENV Wealth Industry's Premier Advisor Tech Conference - Envestnet Elevate 2024 - Kicks off in Phoenix
        May 13 HTH HilltopSecurities Continues Public Finance Expansion with Recent Hires
        May 13 ENV ENVESTNET AND SALESFORCE PARTNER TO ENHANCE EXPERIENCES FOR FINANCIAL PLANNERS
        May 12 ENV Envestnet: Watch Above-Expectations Earnings And Potential Event-Driven Catalyst
        May 10 HTH Hilltop Holdings (HTH) Weak Asset Quality, Mortgage Volume Hurt
        May 10 ENV Envestnet First Quarter 2024 Earnings: EPS Misses Expectations
        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 Exchange Traded Fund Investment Portfolio Management ATM Business Banking Products ETF Electronic Banking Escrow Financial Products Investment Banking Loan Products Securities Brokerage Structured Finance Student Loan Account Management Accounting Services Acquisition Advisory 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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