Finance

Finance
KF by Gemini
Components Performance/Risk
Period Return
37.9%
Return Rank
Strong
Risk Exposure
Above Average

The constituents of the selection belong to the Finance  sector

The financial institutions include global banks, strong regional banks and trusts - as well as large investment banks

High individual Sharpe ratios signal above-average risk-adjusted returns

Long-term momentum of the individual stocks of the selection is strong, with monthly average trend outpacing yearly trend

 

Selections belonging to the U.S. Sector trackers screen the Pininvest data base dynamically by performance, volatility and accounting fundamentals, reflecting share price variations and quarterly financial updates

Theme Components
Name
Ticker
Sector
Industry
Cur. Price
Mkt. Cap
Performance
Momentum
Risk Rank
Risk Contrib
 
Ameris Bancorp ABCB FinanceCommercial Banks (National & Regional)87.736.0 B24.6% Neutral Low Risk
BOK Financial Corporation BOKF FinanceCommercial Banks (National & Regional)143.808.7 B40.9% Weak Up Low Risk
Popular BPOP FinanceCommercial Banks (National & Regional)174.0411 B52.4% Strong Up Low Risk
East West Bancorp EWBC FinanceCommercial Banks (National & Regional)131.7018 B32.7% Neutral Low Risk
First Citizens BancShares FCNCA FinanceCommercial Banks (National & Regional)2,218.4926 B17.4% Weak Up Below Average
United Bankshares UBSI FinanceCommercial Banks (National & Regional)48.326.7 B35.5% Weak Up Low Risk
UMB Financial Corp. UMBF FinanceCommercial Banks (National & Regional)145.6011 B27.6% Neutral Below Average
Wintrust Financial WTFC FinanceCommercial Banks (National & Regional)158.7511 B26.7% Neutral Low Risk
Cullen/Frost Bankers CFR FinanceCommercial Banks (National & Regional)164.5010 B38.6% Strong Up Low Risk
First Horizon National FHN FinanceCommercial Banks (National & Regional)25.4612 B20.1% Neutral Low Risk
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