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Asset Management Industry

Asset Management industry analysis: EL7 Score and the best stocks ranked by value, profitability, and momentum.

EL7 Score

58Balanced

98 of 153

P/E 11.4 vs period average 11.3 Near its historical average

Total stocks249

Total Market Cap$1.1T

Median P/E11.4x

Median Net Margin47.1%

Value

Growth

Best Stocks in Asset Management

Ranked among 108 stocks with a market cap above $500M. Smaller companies are excluded from the ranking.

Rank	Company	Price	Change	P/E	Fwd P/E	Value	Growth	Quality	Safety	Capital Return	EL7 Score
1/108	ASAASA Gold and Precious	$57.37	+5.0%	1.2	—	91	98	99	88	45	97
2/108	GAMGeneral American	$67.17	+0.7%	4.7	—	75	49	83	85	84	97
3/108	VCXFundrise Growth Tech	$34.25	+4.1%	4.2	—	50	99	95	79	23	95
4/108	STKColumbia Seligman	$52.00	+1.0%	5.8	—	79	47	85	94	45	93
5/108	RVTRoyce Value Trust	$18.80	+1.3%	8.5	—	52	87	62	92	45	92
6/108	HQLTekla Life Sciences	$20.58	+1.8%	6.8	—	62	58	74	90	45	91
7/108	BSTZBlackRock Science and	$29.89	+1.1%	6.5	—	61	52	82	82	31	91
8/108	TYTri-Continental	$35.76	+0.8%	7.5	—	71	25	64	95	80	90
9/108	RMTRoyce Micro-Cap Trust	$14.18	+1.0%	8.5	—	37	91	67	79	22	89
10/108	DPGDuff & Phelps Utility	$14.54	+0.4%	6.3	—	77	32	71	60	84	89

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Score = market-cap-weighted percentile rank of the sector stocks vs the whole market (0-100). Higher = stronger.

ETFs with exposure to this sector

Funds that track the sector and each fund's exposure to it.

Fund	Exposure	Assets	Expense	Holdings
KREState Street SPDR S&P Regional Banking ETF	100.0%	$5B	0.35%	159
IYFiShares U.S. Financials ETF	99.0%	$4B	0.38%	142
XLFState Street Financial Select Sector SPDR ETF	98.2%	$59B	0.08%	76
VFHVanguard Financials ETF	96.8%	$14B	0.09%	404

The percentage is the sector's share of the fund's assets, per the latest available data.