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    Portfolio Management Stocks List

    Symbol Grade Name % Change
    UPLD C Upland Software, Inc. 1.22
    FFWM C First Foundation Inc. 3.48
    ENV B Envestnet, Inc 0.08
    HTH B Hilltop Holdings Inc. 1.96
    FSEA B First Seacoast Bancorp 0.55
    SNV B Synovus Financial Corp. 2.86
    BGH B Babson Capital Global Short Duration High Yield Fund 0.00
    BMRC B Bank of Marin Bancorp 2.00
    ORCL B Oracle Corporation -0.07
    EBC B Eastern Bankshares, Inc. 1.62
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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: Financial Products Asset Management Asset Management Services Bank Currency ETF Exchange Traded Fund Fiduciary Services Fund Management Hedge Funds Investment Bank Investment Banking Payment Services ATM Account Management Acquisition Advisory Services Advisorshares Analytical Tool Asset Backed Security Bank Deposits

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

    Symbol Grade Name Weight
    TRFK A Pacer Data and Digital Revolution ETF 11.65
    TDIV C First Trust NASDAQ Technology Dividend Index Fund 9.36
    TDVI D FT CBOE Vest Technology Dividend Target Income ETF 9.35
    BRAZ F Global X Brazil Active ETF 8.52
    IGV A iShares Expanded Tech-Software Sector ETF 8.43
    View all Portfolio Management ETFs...
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    Compare BRAZ to IGV Compare TDVI to BRAZ Compare TRFK to TDIV

        Portfolio Management Stocks Recent News

        Date Stock Title
        Nov 23 ORCL What Moved Markets This Week
        Nov 22 ORCL David Murdock’s Last-Remaining Acre on Lanai Asks $17 Million
        Nov 22 ORCL Oracle: Disrupting The Healthcare Industry With AI
        Nov 22 ORCL Jim Cramer Doubles Down On Nvidia: 'Demand Is Accelerating' As AI Customers 'Have No Choice' But To Buy Its Chips
        Nov 21 ORCL MongoDB, Other Data Software Stocks Rally On Strong Snowflake Results
        Nov 21 ORCL How Oracle Got Its Mojo Back. What's Behind The AI Cloud Push Powering Its 80% Stock Gain.
        Nov 21 ENV Mastercard Expands in Senegal With New Prepaid Card Launch
        Nov 21 EBC Eastern Bank Named #1 SBA Lender in Massachusetts for the 16th Year in a Row
        Nov 21 ORCL Snowflake builds as it erases year of losses after Q3 earnings
        Nov 21 ORCL High Growth Tech Stocks in the United States to Watch
        Nov 21 ORCL 1 Unstoppable Artificial Intelligence (AI) Stock to Buy Before 2024 Ends
        Nov 21 ORCL 3 US Stocks Estimated To Be Trading Below Intrinsic Value In November 2024
        Nov 21 ORCL 3 Unstoppable Growth Stocks to Buy if There's a Stock Market Sell-Off
        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 ORCL Microsoft, Oracle to add 24 regions to multicloud alliance
        Nov 20 ENV Visa, Dash Solutions & Zelis Unite to Transform Healthcare Payments
        Nov 20 ORCL Here is What to Know Beyond Why Oracle Corporation (ORCL) is a Trending Stock
        Nov 20 ORCL Oracle Shares Surge 2% to $189 Amid Positive Market Sentiment
        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 Exchange Traded Fund Banking Financial Products S&P 500 Banking Products Broker Dealer Currency Demand Deposit Fiduciary Services Financial Advisory Services Insurance Investment Bank Investment Banking Investment Management Lending Products Payment Services Separately Managed Account ATM Access Management
        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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