US Mid Cap Banks $2bn-$5bn

US Mid Cap Banks $2bn-$5bn
Components Performance/Risk
Period Return
27.5%
Return Rank
Above Average
Risk Exposure
Above Average

The selection of mid-tier US financial stocks with market caps of $2bn - $5bn is exclusively size-based

  • reasonably stable because of their local weight and market share
  • representative of  America’s regional economies

With traditional activities of managing deposits and lending, mid-tier finance offers insights on regional economic growth in their respective trading areas

Because commercial banks and savings could be exposed early on to an economic downturn, affecting some regions more deeply than others, our selection might reliably anticipate broader regional developments

Although recent market highs may have pushed the finance sector in overbought territory, according to many commentators, quarterly performance trends of our selection remain a valuable tracking tool, signaling potential economic weaknesses in advance

 

Selected as benchmark of the selection, the Invesco KBW Bank ETF tracks the index and compares the mid-tier selection to the performance and volatility of its larger peers

The KBW index is a modified-market capitalization-weighted index of companies primarily engaged in US banking activities

The Index is compiled, maintained and calculated by Keefe, Bruyette & Woods, Inc. and Nasdaq, Inc. and is composed of large national US money centers, regional banks and thrift institutions that are publicly traded in the US.

Theme Components
Name
Ticker
Sector
Industry
Cur. Price
Mkt. Cap
Performance
Momentum
Risk Rank
Risk Contrib
 
Banner Corp BANR FinanceCommercial Banks (National & Regional)68.852.4 B18.8% Weak Up Low Risk
Pathward Financial CASH FinanceCommercial Banks (National & Regional)83.122.0 B12.5% Weak Up Below Average
Cathay General Bancorp CATY FinanceCommercial Banks (National & Regional)62.534.2 B40.4% Strong Up Low Risk
City Holding Co CHCO FinanceCommercial Banks (National & Regional)137.561.9 B9.4% Weak Up Low Risk
Columbia Banking System COLB FinanceCommercial Banks (National & Regional)32.2610 B56.6% Weak Up Below Average
CVB Financial Corp CVBF FinanceCommercial Banks (National & Regional)22.363.1 B23.3% Weak Up Low Risk
First Financial Bankshares FFIN FinanceCommercial Banks (National & Regional)34.505.1 B-0.3% Weak Up Low Risk
First Interstate Bancsystem FIBK FinanceCommercial Banks (National & Regional)38.104.0 B47.1% Weak Up Below Average
First Merchants FRME FinanceCommercial Banks (National & Regional)41.892.8 B19.1% Weak Up Low Risk
Fulton Financial Corporation FULT FinanceCommercial Banks (National & Regional)24.264.5 B40.5% Weak Up Low Risk
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