Asset Manager

Asset Manager is a rules-based basket of 12 US-listed stocks — The top-rated US companies with the Asset Manager business model.. 202.6% backtested total return, +37.7% vs the S&P 500 since inception. Equal-weight, point-in-time, survivorship-corrected. Published for US investors. Not investment advice.

Current holdings and weights
TickerCompanyWeight
AMPAmeriprise Financial, Inc.8.3%
TROWT. Rowe Price Group, Inc.8.3%
AMGAffiliated Managers Group, Inc.8.3%
HLNEHamilton Lane Incorporated8.3%
BXBlackstone Inc.8.3%
JPMJPMorgan Chase & Co.8.3%
EVREvercore Inc.8.3%
MSMorgan Stanley8.3%
STTState Street Corporation8.3%
SCHWThe Charles Schwab Corporation8.3%
NTRSNorthern Trust Corporation8.3%
BLKBlackRock, Inc.8.3%
All Signal Baskets · Basket Arena scoreboard · Stock screener

Performance shown is backtested (hypothetical), not actual trades, benchmarked to the S&P 500 total return. Past performance does not guarantee future results. Signals is a publisher, not a broker or investment adviser. US users only.