| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 60.6 | ¤687,534 | US |
| WFC | Wells Fargo & Company | 58.2 | ¤234,829 | US |
| AXP | American Express Company | 55.1 | ¤209,234 | US |
| RY | Royal Bank of Canada | 49.4 | ¤168,060 | CA |
| SPGI | S&P Global, Inc. | 54.9 | ¤149,748 | US |
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| ACT | Enact Holdings Inc | 56.0 | ¤4,841 | US |
| FCFS | FirstCash Holdings, Inc. | 49.0 | ¤4,877 | US |
| THG | Hanover Insurance Group, Inc. | 45.7 | ¤5,400 | US |
| HOMB | Home BancShares, Inc. | 57.8 | ¤5,481 | US |
| HLNE | Hamilton Lane Incorporated Class A | 67.4 | ¤5,766 | US |
| Symbol | Name | Grade | Times* | Country |
|---|---|---|---|---|
| DFS | Discover Financial Services | 40.9 | 29 | US |
| JPM | JPMorgan Chase & Co. | 60.6 | 29 | US |
| AFL | Aflac Incorporated | 43.4 | 28 | US |
| EWBC | East West Bancorp, Inc. | 66.0 | 28 | US |
| UNM | Unum Group | 62.4 | 26 | US |
| FCNCA | First Citizens BancShares, Inc. Class A | 58.9 | 24 | US |
| RLI | RLI Corp. | 68.7 | 23 | US |
| AXP | American Express Company | 55.1 | 22 | US |
| FITB | Fifth Third Bancorp | 49.0 | 22 | US |
| RF | Regions Financial Corporation | 53.9 | 22 | US |
| Average Market Cap | ¤44,324 |
| Median Market Cap | ¤17,875 |
| Avg. 3 Mo. Dollar Vol. | ¤235,413,933 |
| Avg. 3 Mo. Trading Vol. | 1,786,206 |
| Last Rebalance Date | 09/23/2024 |
| Companies Replaced | 34 |
| Biggest Sector Increase | Financials |
| Biggest Sector Decrease | Financials |
| Trailing P/E Ratio (12 Mo.) | 14.7 |
| Forward P/E Ratio (12 Mo.) | 13.1 |
| Price/Book Ratio | 1.9 |
| Avg. Revenue Chg. - 3 Yr | 47.9% |
| Avg. Op. Income Chg. - 3 Yr. | 22.6% |
| Avg. EPS Growth - 3 Yr. | 7.0% |
| Avg. EPS Growth - 1 Yr. | 10.4% |
| Avg. Operating Margin | 24.9% |
| Avg. LT Debt to Total Capital | 33.0% |
| Avg. Return on Equity | 15.5% |
| Dividend Yield | 1.6% |
| US Financials Index | 56.93 |
| United States Of America | 87.5% |
| Bermuda | 6.25% |
| Canada | 2.5% |
| Switzerland | 1.25% |
| United Kingdom | 1.25% |
| Ireland | 1.25% |
