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Historical Return

Cumulative Return+177.94%
Annualized Return+30.43%
5Y
1M
3M
1Y
3Y
5Y
5-Year Performance+154.96%

Current Holdings

No.
Name
Price
Chg %
Industry
Score
Bank of New York Mellon Corp
BK
119.040
-0.84%
Investment Banking & Investment Services
7.59
BlackRock Inc
BLK
1085.470
-0.23%
Investment Banking & Investment Services
7.29
Invesco Ltd
IVZ
28.570
+1.06%
Investment Banking & Investment Services
7.78
4
KKR & Co Inc
KKR
134.650
+0.76%
Investment Banking & Investment Services
7.19
5
UBS Group AG
UBS
47.565
+0.69%
Investment Banking & Investment Services
7.24

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