| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 68.2 | ¤640,701 | US |
| WFC | Wells Fargo & Company | 59.2 | ¤221,229 | US |
| AXP | American Express Company | 56.5 | ¤179,420 | US |
| PGR | Progressive Corporation | 64.4 | ¤162,344 | US |
| RY | Royal Bank of Canada | 47.8 | ¤155,844 | CA |
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| ACT | Enact Holdings Inc | 54.7 | ¤5,027 | US |
| FCFS | FirstCash Holdings, Inc. | 51.9 | ¤5,191 | US |
| CADE | Cadence Bank | 56.8 | ¤5,383 | US |
| HOMB | Home BancShares, Inc. | 64.8 | ¤5,496 | US |
| MTG | MGIC Investment Corporation | 57.5 | ¤5,536 | US |
| Symbol | Name | Grade | Times* | Country |
|---|---|---|---|---|
| DFS | Discover Financial Services | 56.4 | 29 | US |
| JPM | JPMorgan Chase & Co. | 68.2 | 29 | US |
| AFL | Aflac Incorporated | 56.1 | 28 | US |
| EWBC | East West Bancorp, Inc. | 69.9 | 28 | US |
| UNM | Unum Group | 62.7 | 26 | US |
| FCNCA | First Citizens BancShares, Inc. Class A | 66.4 | 24 | US |
| RLI | RLI Corp. | 52.3 | 23 | US |
| AXP | American Express Company | 56.5 | 22 | US |
| FITB | Fifth Third Bancorp | 52.9 | 22 | US |
| RF | Regions Financial Corporation | 58.6 | 22 | US |
| Average Market Cap | ¤42,794 |
| Median Market Cap | ¤17,993 |
| Avg. 3 Mo. Dollar Vol. | ¤240,767,162 |
| Avg. 3 Mo. Trading Vol. | 1,880,009 |
| Last Rebalance Date | 09/23/2024 |
| Companies Replaced | 34 |
| Biggest Sector Increase | Financials |
| Biggest Sector Decrease | Financials |
| Trailing P/E Ratio (12 Mo.) | 13.2 |
| Forward P/E Ratio (12 Mo.) | 12.0 |
| Price/Book Ratio | 2.0 |
| Avg. Revenue Chg. - 3 Yr | 45.6% |
| Avg. Op. Income Chg. - 3 Yr. | 25.0% |
| Avg. EPS Growth - 3 Yr. | 5.3% |
| Avg. EPS Growth - 1 Yr. | 9.0% |
| Avg. Operating Margin | 25.3% |
| Avg. LT Debt to Total Capital | 31.8% |
| Avg. Return on Equity | 16.0% |
| Dividend Yield | 1.8% |
| US Financials Index | 56.55 |
| United States Of America | 87.5% |
| Bermuda | 6.25% |
| Canada | 2.5% |
| Switzerland | 1.25% |
| United Kingdom | 1.25% |
| Ireland | 1.25% |
