巴倫週刊 (Barrons) 2022 11 28

GUIDE TO WEALTH
NOVEMBER 28, 2022
B A R R O N ’ S W E A LT H & A S S E T M A N A G E M E N T G R O U P
A Financial Tune-Up
For the New Era
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
With inflation running high and

returns on stocks falling, investors need
to revisit their financial plans. How to
save on taxes (PAGE S3), keep your retirement
on track (PAGE S6), and more.
BOB IGER’S UPHILL BATTLE AT DISNEY • PAGE 7
VOL. CII NO. 48 NOVEMBER 28, 2022 $5.00
T H E
Q UA N T U M
L E A P
Quantum computing
promises to
change the world, but
big hurdles remain.
Why it’s worth the wait.
PAG E 18
>
63142
C O NT EN TS 11.28.22 VO L.CII NO.48
GUIDE TO WEALTH P. 26 P. 28
SPECIAL PULLOUT
Economy: The Fed’s
How to Keep Your Qualities of Successful Investors Job Is Far From Over
Retirement on Track Q&A: Private-equity luminary David Rubenstein, below, co-founder of The Carlyle By RANDALL W. FORSYTH
Investors need to be more strategic Group, discusses crypto’s implosion, blockchain’s promise, favorite market sectors—and
with saving, investing, and what sets the best investors apart from the pack. By JOE LIGHT P. 24
spending now that the bull market
is over. Here are smart moves to
Income: Bond Ladders
make for the coming decade. for Shaky Markets
By LAWRENCE C. STRAUSS
P. 18 P. 25
The Great Promise of Tech Trader: Why

Quantum Computing Amazon.com Is a Buy
Cover Story: Quantum’s problem- By ERIC J. SAVITZ
solving capabilities will launch a
new era in computing. But it’s too P. 29
early to know which approaches—
or companies—will end up on top.
Trader: A Game Plan
By ERIC J. SAVITZ Heading Into Year End
Enjoy the rally while it lasts.
P. 5 By CARLETON ENGLISH
Up & Down Wall Street: P. 32

Is the Worst Over?
This won’t be the “lost decade”
Euro Trader: Plays on
for stocks that some feared, says Germany’s Resilience
Leuthold Group’s Jim Paulsen. By BRIAN SWINT
By ANDREW BARY
P. 32
P. 7
Emerging Markets:
Streetwise: Bob Iger’s The Russian Oil Game
Disney Challenge By CRAIG MELLOW
There’s no magic formula for
reviving the company’s fortunes, P. 33
even as Iger returns to the fold.
By JACK HOUGH
Striking Price: Placing
a Wager on China
P. 10 P. 14 P. 26
BOB IGER’S UPHILL BATTLE AT DISNEY • PAGE 7
By STEVEN M. SEARS
BDCs Had a Nice Run. Ingersoll Rand Is Warren Buffett Isn’t

VOL. CII NO. 48 NOVEMBER 28, 2022 $5.00
T H E
P. 34
Q UA N T U M
L E A P
It’s Time to Move On. Among a Rare Breed Omaha’s Only Oracle
A weaker backdrop for private The industrial-equipment maker Profile: The Weitz Core Plus
Commodities: Grab
Coffee While It’s Hot
Quantum computing
promises to
change the world, but
big hurdles remain.
credit raises risks for business could enjoy a long stretch of tenfold Income fund has been beating the
Why it’s worth the wait.
PAG E 18
>
63142
development companies. Here are returns—or more—regardless of market—and its peers—with a By SIMON CONSTABLE
Cover photograph by
better alternatives. Winni Wintermeyer; photo the economy’s ups and downs. flexible, risk-conscious strategy.
illustration by Barron’s
By ANDREW BARY staff By AL ROOT By LEWIS BRAHAM
Barron’s Roundtable
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Energy Revolution BARRON’S (USPS 044-700) (ISSN
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Estate Planning Toward Climate Crisis This week, the 60/40 portfolio can
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energy supply chain could be a the Americas, New York, N.Y. that can arise when having this reasons to celebrate the outcome of Index P. 4 Charting the Market P. 37
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By AVI SALZMAN By DEBBIE CARLSON By MINDY LUBBER
November 28, 2022 BARRON’S 3
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Sector SPDRs allow you to invest in pieces of the S&P 500. Like Financial. While adding diversification and reducing single stock risk. These ETFs
combine the diversification of a mutual fund and the tracking of an index with transparency and liquidity.
XLF FINANCIAL SECTOR SPDR ETF TOP 10 HOLDINGS*

Company Name
Berkshire Hathaway B
Symbol
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Weight
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JP Morgan Chase JPM 9.96%

Bank of America BAC 6.80%
Wells Fargo WFC 4.71%
Charles Schwab SCHW 3.28%
Goldman Sachs GS 3.17%
Morgan Stanley MS 2.97%
S&P Global SPGI 2.95%
*Components and weightings as
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Chubb CB 2.42%
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visit www.sectorspdrs.com. Read the prospectus carefully before investing.
The S&P 500, SPDRs®, and Select Sector SPDRs® are registered trademarks of Standard & Poor’s Financial Services LLC. and have been licensed for use. The stocks included in each Select Sector Index were selected by the compilation agent.
Their composition and weighting can be expected to differ to that in any similar indexes that are published by S&P. The S&P 500 Index is an unmanaged index of 500 common stocks that is generally considered representative of the U.S.
stock market. The index is heavily weighted toward stocks with large market capitalizations and represents approximately two-thirds of the total market value of all domestic common stocks. Investors cannot invest directly in an index.
The S&P 500 Index figures do not reflect any fees, expenses or taxes. Ordinary brokerage commissions apply. ETFs are considered transparent because their portfolio holdings are disclosed daily. Liquidity is characterized by a high level
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generally experience greater volatility. Diversification does not eliminate the risk of experiencing investment losses.
ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust.
4 BARRON’S November 28, 2022
I N D EX
Our index lists significant companies mentioned in stories and columns, For Customer Service, call 1 (800) 544-0422, or go to
plus Research Reports, and Corrections & Amplifications. The references customercenter.barrons.com. For reprints of articles,
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A Activision Blizzard . . . . . . . . . . . . . . . . . . . . . . . 8,37 HP Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 K Kroger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Merck . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5,6,8

Adidas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Meta Platforms . . . . . . . . . . . . . . . . . . . . . . . . . . . 7,25
Affirm Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Microsoft . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5,8,18
Alibaba Group Holding . . . . . . . . . . . . . . . . . . . . . . 8 I IBM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 L LG Chem . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 MicroStrategy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Alight . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 IDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Lime Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Imago BioSciences . . . . . . . . . . . . . . . . . . . . . . . 8,37 Lincoln National . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Amazon.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Ingersoll Rand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Lions Gate Entertainment . . . . . . . . . . . . . . . . . 35 N NetApp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Ametek . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Intuit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Loews . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Netflix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Amgen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 iShares Preferred & Income Securities . . . . 31 New Relic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Apple . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,37 Nuveen Credit Strategies Income . . . . . . . . . . 10
Ares Capital . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 M Manchester United . . . . . . . . . . . . . . . . . . . . . . . . 37
Atlas Copco . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 J JPMorgan Chase . . . . . . . . . . . . . . . . . . . . . . . 23,31 Marvell Technology . . . . . . . . . . . . . . . . . . . . . . . . . 9
AT&T . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 O OneSpan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Owl Rock Capital . . . . . . . . . . . . . . . . . . . . . . . . . . 10
OZ Minerals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
B Bank of Montreal . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Bank of Nova Scotia . . . . . . . . . . . . . . . . . . . . . . . . 9
Bath & Body Works . . . . . . . . . . . . . . . . . . . . . . . 23 P Panasonic Holdings . . . . . . . . . . . . . . . . . . . . . . . . 12
Bayerische Motoren Werke . . . . . . . . . . . . . . . . 32 Peloton Interactive . . . . . . . . . . . . . . . . . . . . . . . . 6,8
Berkshire Hathaway . . . . . . . . . . . . . . . . . . . . . 5,22 PepsiCo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Best Buy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,28 Pfizer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Beyond Meat . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Rupert Murdoch Executive Chairman, News Corp Porsche. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
BHP Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Robert Thomson CEO, News Corp Almar Latour CEO, Dow Jones Prospect Capital . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
BlackRock Corporate High Yield . . . . . . . . . . . 10 Puma . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Blackstone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 SENIOR VICE PRESIDENT, BARRON’S GROUP Mae M. Cheng
Blackstone Secured Lending Fund . . . . . . . . . 10 ASSOCIATE PUBLISHER, BARRON’S GROUP Dan Shar
MANAGING EDITOR, BARRON’S GROUP Dave Pettit Q Quanta Services . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
C Canadian Imperial Bank of Commerce . . . . . . 9

Carlyle Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 EDITOR IN CHIEF David Cho R RealReal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Carnival . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 EXECUTIVE EDITOR Bob Rose SENIOR MANAGING EDITOR Lauren R. Rublin
Redfin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Chevron . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Restaurant Brands International . . . . . . . . . . . 11
Coinbase Global . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 DEPUTY EDITORS Alex Eule, Ben Levisohn Royal Bank of Canada . . . . . . . . . . . . . . . . . . . . . . 9
Columbia Convertible Securities . . . . . . . . . . . . 6 EDITORIAL DIRECTOR, MAGAZINE Phil Roosevelt
CommVault Systems . . . . . . . . . . . . . . . . . . . . . . . 35
ConocoPhillips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 MANAGING EDITORS Kristen Bellstrom, Matt Bemer, Daren Fonda, Joe Woelfel S Salesforce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,9,25
Consumer Staples Select Sector SPDR . . . . 30 Shell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
ASSISTANT MANAGING EDITORS Henry Cutter, Mel Gray, Anita Hamilton, Mary Romano,
Corning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Siemens Gamesa Renewable Energy . . . . . . . 12
Credit Suisse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Robert Sabat, Rupert Steiner (London bureau chief) SPDR Bloomberg Convertible Securities . . . . 6
CrowdStrike Holdings . . . . . . . . . . . . . . . . . . . . . . 9 ASSOCIATE EDITORS Andrew Bary, Randall W. Forsyth, Jack Hough, Reshma Kapadia, Eric J. Savitz
Synopsys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
SENIOR WRITERS Bill Alpert, Megan Cassella, Lauren Foster, Nicholas Jasinski, Tae Kim, Joe Light,
D Danaher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Elizabeth O’Brien, Al Root, Avi Salzman, Lawrence C. Strauss T TD Bank . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Deere . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Tenet Healthcare . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Dell Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 REPORTERS Rosalind Adams, Jacob Adelman, Janet H. Cho, Adam Clark, Emily Dattilo, Jack Denton, Tesla . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7,37
Diamondback Energy . . . . . . . . . . . . . . . . . . . . . . 37 Catherine Dunn, Carleton English, Sabrina Escobar, Callum Keown, Evie Liu, Shaina Mishkin, Josh Nathan-Kazis, Teva Pharmaceutical . . . . . . . . . . . . . . . . . . . . . . . 37
Dollar General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Angela Palumbo, Teresa Rivas, Connor Smith, Jacob Sonenshine, Brian Swint, Karishma Vanjani Travelers Cos. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Dollar Tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
DraftKings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 STORY EDITORS Ed Lin, Erin McCarthy, Patrick O’Donnell, Stacy Ozol, Neal Templin, J.J. Thompson
Dun & Bradstreet Holdings . . . . . . . . . . . . . . . . 35 U Ulta Beauty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
COPY DESK Michael J. Burlingham, Richard Rescigno, Robert Teitelman UnitedHealth Group . . . . . . . . . . . . . . . . . . . . . . . . 9
IDEAS EDITOR Matt Peterson
E Emerson Electric . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Enphase Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 DEPUTY DIGITAL MANAGING EDITOR Zoe Szathmary V Volkswagen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Exxon Mobil . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
SENIOR AUDIO MANAGER Mette Lützhøft DIGITAL PRODUCERS Robert Cushing, Nick Devor, Clare McKeen
DIRECTOR, DESIGN & VISUALS Kristin Lenz DESIGN DIRECTOR Chelsea Schiff W Walt Disney . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7,8,37
F First Solar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Wayfair . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
ART DIRECTORS Lynne Carty, Robert Connolly, Nick Hallam, Sue Ng
Flex . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Wells Fargo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Fluence Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 DIRECTOR OF PHOTOGRAPHY Sarina Finkelstein PHOTO EDITORS Alis Atwell, Halie Chavez, Nicole Silver
Ford Motor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 RESEARCH DIRECTOR Pauline Yuelys RESEARCHER Dan Lam
Fox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Z Zoom Video Communications . . . . . . . . . . . . . 8,37
FS KKR Capital . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 STATISTICS MANAGER Michael T. Kokoszka STATISTICIAN Darren Chima
ADVERTISING SERVICES MANAGERS James H. Balmer, Ward S. McGuiness

G General Motors . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 NEWS editors@barrons.com STATISTICS barronsstats@barrons.com CUSTOMER SERVICE 800-544-0422
Grindr . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
GLOBAL HEAD, WEALTH & ASSET MANAGEMENT Jack Otter
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Hormel Foods. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
UP & D OWN WALL STREET

The bond market sees inflation of just 2.5%
annually over the next five years. If bonds
are right, stocks could head much higher.
So Long, Bear Market?

move ahead of earnings at the begin- lagged behind Exxon’s by more than 50
ning of bull runs. And he’s encouraged percentage points this year. At $57,
by several factors, including lower in- Shell trades for five times projected
flation and rising confidence among 2023 earnings and yields 4% (based on
Why the Worst Could

consumers and small businesses. The an anticipated dividend boost), against
bond market sees inflation of just 2.5% 3.2% for Exxon. Shell’s European do-
annually over the next five years, down micile hurts due to a hostile operating
from recent readings of about 8%. If climate for Big Oil, but the discount to
Be Over for Stocks.

bonds are right, stocks could head Exxon seems too steep.
much higher.
J
oe Rosenberg’s relationship with
I
t could be time to sell Exxon Barron’s goes back to 1963, when
Mobil (XOM), given a disconnect he wrote a bullish article on
between the stock and the oil Trans World Airlines that
T
markets. resulted in a pop in the stock.
he worst may be over for the than a half-percentage point since its The shares of the No. 1 U.S. energy Rosenberg, 89, spent much of his
stock market. October peak. Look for mortgage rates company are up 86% this year to $113, career at Loews (L), the conglomerate
Key equity indexes con- to fall toward 6% in the coming weeks while oil prices, as measured by West run by the Tisch family, as chief invest-
tinued their autumn rally, from recent levels around 6.6%. Texas Intermediate, have round- ment officer and then chief investment
and there could be more “The 10-year Treasury is ignoring tripped to $77 a barrel after declining strategist. He retired at the end of 2018.
gains before the end of the the Fed, which isn’t uncommon at the from a June high of more than $120. Rosenberg has been interviewed
year, helped by continued end of tightening cycles,” Paulsen says. Exxon doesn’t look expensive at 10 many times by Barron’s and has made
strength in the Treasury bond market. “There’s an idea that the stock market times projected 2023 profits of $11.50 a some prescient calls. In late 2011, he
The S&P 500 index gained 1.5% this takes off when the Fed stops raising share. But there could be a risk to 2023 compared Microsoft (MSFT) favor-
past week to 4026, while the Dow By Andrew Bary rates, but it actually moves when the earnings if oil holds around current ably to IBM (IBM), which had then
Jones Industrial Average was up 1.8%, bond market stops raising rates.” levels. Exxon earned about $2 a share drawn a big investment from Berk-
to 34,347. The S&P 500 is down 15.5% He sees the S&P 500 topping its old in the first quarter—an $8-a-share an- shire Hathaway (BRK.A). “Warren
so far this year, while the Dow is off high of nearly 4800 set in early Janu- nual run rate—when crude averaged Buffett came pretty late to the IBM
just 5.5%. The technology-heavy Nas- ary and reaching 5000 in the next $90 a barrel. Exxon and the entire U.S. party,” he said.
daq Composite is still off 28%. year, a gain of almost 25%. The index energy patch could be vulnerable to a Microsoft is up tenfold since then,
The Dow industrials, often maligned now trades for a reasonable 17 times selloff. while IBM stock is in the red. Buffett
because they include many old-line 2023 estimated earnings. Among the big oils, Shell (SHEL) subsequently gave up on Big Blue and
companies, could be back in the black Paulsen says that stocks generally looks like the best play, its stock having sold Berkshire’s stake.
by year end. The index’s gains have Rosenberg follows the markets
been helped by a quirky, old-fashioned closely and now is bullish on both
price weighting that gives added weight Google parent Alphabet (GOOGL)
to high-price stocks. Dow components and Pfizer (PFE). “I look at companies
Chevron (ticker: CVX), Amgen whose stocks are down a lot this year,
(AMGN), Travelers (TRV), and and none has as wide as moat as
Merck (MRK), all priced over $100, Alphabet,” he says.
have advanced nicely this year, boost- Alphabet shares are off 32%, to
ing the index. $97.60, this year. “The easiest thing for
“We’re at the same level as May corporate managers to do in a down-
on the S&P 500, despite all the bad turn is reduce digital advertising, but
news,” says Jim Paulsen, chief invest- that’s already discounted in the stock,”
ment strategist at the Leuthold Group. he says.
“There have been multiple rate hikes, Rosenberg agrees with United King-
bad inflation reports, tech earnings dom investment manager and Alpha-
disappointments, and higher long- bet holder Chris Hohn of TCI Fund
bond yields.” Management, who recently wrote a
Paulsen doesn’t buy the “lost de- letter urging the company to cut costs
Brandon Bell/Getty Images
cade” talk that stocks will do poorly and buy back more stock.
in the 2020s. He’s encouraged that Alphabet trades for 21 times pro-
the Treasury bond market is ignoring jected 2022 earnings, but the effective
hawkish comments from some Federal price/earnings ratio is lower when
Reserve policy makers. The yield on stripping out losses at its money-losing
the 10-year Treasury fell to 3.68% last “other bets” businesses, such as
week, continuing a decline of more Exxon Mobil’s shares are up 86% this year, while oil prices have fallen sharply from highs. It may be time to sell the stock. Waymo, a leader in self-driving cars.
Up & Down Wall Street (continued)
It has net cash of over $100 billion, or $7 miums. A high premium meant the issuer’s
Time for a
per share. stock would have to rise 50% or so before it
Pfizer, meanwhile, has been one of the made sense for the holder to convert the
worst performers in the strong drug group bond to stock.
this year. Its stock is down 17%, to $49.15, Issuers included Coinbase Global
while rival Merck (MRK) is up 40%, to (COIN), MicroStrategy (MSTR), Beyond
$107. Meat (BYND), Peloton Interactive
New Income An overhang on Pfizer is the outlook for

its Covid franchise, including its industry-
leading vaccine, Comirnaty, and its block-
buster Covid treatment, Paxlovid. They
(PTON), Wayfair (W), Redfin (RDFN),
RealReal (REAL), DraftKings (DKNG),
Carnival (CCL), and Affirm Holdings
(AFRM). Many converts are down 40% or
account for over half of its projected 2022 more and are “busted,” meaning the stock
Strategy? sales of $100 billion.

Investors worry about a big decline in
demand for boosters and Paxlovid, though
Pfizer is optimistic. As a result, Pfizer
trades for just 10 times projected 2023 earn-
prices have fallen so much that the issues
act like pure bonds.
Investors can play the sector through
exchange-traded funds such as SPDR
Bloomberg Convertible Securities
ings of $5 a share and yields over 3%. (CWB), yielding 2.5%; mutual funds such
Rosenberg thinks that the Pfizer fran- as Columbia Convertible Securities
chise is underappreciated and that the (PACIX); and individual issues.
Covid-vaccine business “is a gift that will Many convert issuers are barely
Dow 30 keep on giving.” He faults management for profitable—or are losing money—but BofA
excessive spending on research and devel- Securities convertible strategist Michael
Covered Call ETF opment and acquisitions. With its Covid Youngworth sees some positives. “While
windfall, Pfizer ramped up R&D last year this might appear challenging from a credit
DJIA to $13.8 billion from $8.4 billion in 2019. perspective, fundamentals don’t look so
“The best thing that Pfizer can do is to dire,” he says. Youngworth says issuers of
use its free cash flow to buy back its stock,” about half of all busted converts have no
Rosenberg says. “It’s so cheap.” The com- other debt on their balance sheets, “mean-
pany stopped repurchasing stock in the ing total debt, leverage, and interest costs
second quarter and doesn’t see any buy- remain relatively low.”
backs in the current period. MicroStrategy’s zero-coupon convertible
Pfizer has spent $26 billion on acquisi- due in 2027 now trades at 33 cents on the
tions this year. “I don’t think Pfizer is get- dollar and carries a 28% yield to maturity.
ting a good return on its extra R&D spend- It is an intriguing Bitcoin play. The convert-
1 (888) 493-8631 ing,” Rosenberg says. ibles look covered by the company’s Bitcoin
GLOBALXETFS.COM In a statement, Pfizer told Barron’s, “Our holdings, now worth about $2.1 billion, and
ultimate goal is to use the capital we have as a software business possibly worth $500
a tool to maximize shareholder returns over million. There is about $2.4 billion of debt.
the long term, striking the right balance Booker Smith, an analyst at Imperial
between reinvestment in our business and Capital, says the converts are a much better
® returning capital to shareholders.” play than MicroStrategy’s stock.
Beyond Ordinary Income Rosenberg says that if Pfizer doesn’t Coinbase’s 0.5% issue maturing in 2026
make changes, activists could target it. trades around 54 (face value is 100) and
DJIA writes covered call index options on the Dow Jones Industrial yields 16% to maturity. Wayfair’s 0.625%
T
Average. By selling covered call options, the fund limits its opportunity he $280 billion convertibles issue due in 2026 trades at 65 and yields
to profit from an increase in the price of the underlying index above the sector is replete with 10%-plus 16%; DraftKings’ zero-percent issue
exercise price, but continues to bear the risk of a decline in the index. yields on many issues. There is maturing in 2028 trades at 63 and yields
A liquid market may not exist for options held by the fund. While the a risk in these high-yielders, but 8.5%; Redfin’s zero-percent bonds due
fund receives premiums for writing the call options, the price it realizes they can offer nice appreciation potential in 2025 trade at 54 and yield 22%; and
from the exercise of an option could be substantially below the indices and a good alternative to the issuer’s com- Beyond Meat’s zero due in 2027 trades
current market price. mon stock. at 25 and yields 36%.
Carefully consider the Fund’s investment objectives, risk Converts are bond/stock hybrids that can The bar is lower for a convert in these
factors, charges and expenses before investing. This and offer a combination of the downside protec- companies than the equity. If the company
additional information can be found in the Fund’s full or tion of bonds and the upside potential of merely survives, investors should win.
summary prospectus, which are available at globalxetfs.com. stocks. The ICE BofA U.S. Convertibles Buying converts can be tricky, as they
Read the prospectus carefully before investing. index is off 17% so far in 2022. trade over the counter and most were origi-
Convertible issuance boomed in 2020 nally issued to institutions under Rule
Shares of ETFs are bought and sold at market price (not NAV) and and 2021 as growth companies and those 144A. But many get registered Cusips, or
are not individually redeemed from the Fund. Brokerage commissions hit hard by the pandemic took advantage of identification numbers, a year after issu-
will reduce returns. Distributed by SEI Investments Distribution Co. high demand to issue converts with rates as ance and can be purchased by individual
low as zero and high equity-conversion pre- investors. B
P2BW332000-0-W00700-1--------XA
Composite C M Y K
54 BARRON’S November 28, 2022 November 28, 2022 BARRON’S 7
D ATA MARKET LABORATORY B A R RON S.C OM / DATA
ST R EE T WI SE
Disney+ was supposed to break even by fiscal
The Week In Stocks For the Major Indexes

12-Month Weekly Friday Weekly 12-Month Change From
Indexes’ P/Es & Yields
DJ latest 52-week earnings and dividends adjusted by Dow Divisors
Stock Volume 2024. But Disney just reported a fiscal-2022
loss of $4 billion in its streaming division.
at Friday's close. S&P Dec. 4-quarter's GAAP earnings as reported Last Week Prev. Week Year Ago YOY % Chg
High Low High Low Close Chg. % Chg. Chg. % Chg. 12/31 % Chg. and indicated dividends based on Friday close.S&P 500 P/E ratios
based on GAAP earnings as reported. For additional earnings NYSE(a) 2,627,749 4,598,061 3,324,242 -20.95
Dow Jones Indexes series, please refer to www.spglobal.com. DJ latest available book 30 Dow Inds (b) 1,001,041 1,684,911 1,426,664 -29.83
36799.65 28725.51 30 Indus 34347.03 33700.28 34347.03 601.34 1.78 –552.31 –1.58 –1991.27 –5.48 values for FY 2021 and 2020, and S&P latest for 2021 and 2020. r- 20 Dow Trans (b) 259,314 434,224 467,841 -44.57
16718.54 11999.40 20 Transp 14442.58 14295.49 14442.58 187.78 1.32 –1773.07 –10.93 –2035.68 –12.35 Revised data 15 Dow Utils (b) 145,753 281,634 142,115 2.56
1071.75 838.99 15 Utilities 972.06 945.37 972.06 32.73 3.48 65.11 7.18 –8.72 –0.89 65 Dow Stks (b) 1,406,108 2,400,769 2,036,621 -30.96
NYSE American (a) 29,420 49,301 80,292 -63.36
Don’t Tell Iger, but

12360.33 9679.49 65 Comp 11429.22 11226.55 11429.22 212.36 1.89 –374.07 –3.17 –837.63 –6.83 Last Week Prev. Week Last Year Nasdaq(d) 14,807,302 23,736,351 18,544,410 -20.15
Dow Jones Indexes
DJ Ind Avg 34347.03 33745.69 34899.34 NYSE 15 Most Active
most of the margin improvement. year Treasury yield abruptly fell by
48918.18 36056.21 US TSM Float 40449.27 39668.06 40449.27 601.82 1.51 –6879.92 –14.54 –8185.04 –16.83
1188.95 876.95 US Market 984.26 965.06 984.26 14.93 1.54 –163.81 –14.27 –198.05 –16.75 P/E Ratio 21.96 21.58 21.72 Average Price 16.34 16.11 28.76 -43.18 Then there’s the stock, brought more than a quarter-point, and the
MAGENTA
Earns Yield % 4.55 4.63 4.60 % Tot Vol 13.93 14.78 15.65 -10.99
1075.32 528.30 Internet 584.69 569.60 581.72 1.86 0.32 –484.47 –45.44 –444.76 –43.33 Stock Offerings $(z,v) 987,700 r3,523,100 1,153,100 -14.34 down by three main things. First, S&P 500 index shot 5% higher. Ten
YELLOW
New York Stock Exchange Earns $ 1563.72 1563.72 1607.09

BLACK
Divs Yield % 1.98 2.01 1.78

17353.76 13472.18 Comp-z 15605.67 15278.26 15605.67 295.91 1.93 –1019.20 –6.13 –1558.45 –9.08 Daily Stock Volume 11/21 11/22 11/23 11/24 11/25 it had gotten expensive. Second, days later, Disney announced that
Disney’s Issues Run

CYAN
Divs $ 679.19 678.73 621.06

10584.39 7655.99 Financial-z 9005.90 8819.22 9005.90 182.99 2.07 –964.99 –9.68 –1169.47 –11.49 NYSE(a) 802,777 823,459 648,265 ... 353,248
24968.12 20936.55 Health Care-z 23308.23 22788.39 23308.23 538.83 2.37 644.73 2.84 –1037.42 –4.26
Mkt to Book
Book Value $
4.62
7439.45
4.54
7439.45
5.33
6543.35
30 Inds (b) 352,960.7 279,597.4 236,818.2 ... 131,664.8 interest rates shot higher, giving Iger was back in charge, and Chapek
20 Trans (b) 84,079.8 75,853.3 65,728.2 ... 33,652.7
14030.84 8731.04 Energy-z
NYSE American Stock Exchange
13638.47 13230.19 13554.22 128.31 0.96 4597.51 51.33 4408.04 48.20
DJ Trans Avg 14442.58 14254.80 16215.65 15 Utils (b) 46,254.3 40,513.6 38,886.1 ... 20,099.0 savers alternatives to stocks and was out.
P/E Ratio 11.53 11.38 29.06 65 Stks (b) 483,294.8 395,964.3 341,432.5 ... 185,416.5
4670.11 3278.32 NYSE Amer Comp 4670.11 4519.08 4670.11 100.55 2.20 1276.12 37.60 1242.88 36.26 NYSE Amer(a) 8,998 7,888 8,555 ... 3,978 souring them on companies with big Remarkably, Chapek could be
BG,BM,BP,CC,CH,CK,CP,CT,DN,DR,FW,HL,HO,LA,LD,LG,LK,MI,ML,PI,PV,RO,TD,WO
CL,CN,CX,DL,DM,DX,EE,EU,FL,HO,KC,MW,NC,NE,NY,PH,PN,RM,SA,SC,SL,SW,TU,WB,WE
Earns Yield % 8.68 8.79 3.44
3198.39 2510.61 Major Mkt 3022.09 2971.47 3022.09 55.59 1.87 11.10 0.37 –111.85 –3.57 Nasd(d) 3,977,137 4,186,368 4,431,530 .... 2,212,267
Earns $ 1253.13 1253.13 558.00
money-losing businesses. Third, remembered as the “go woke, go
Deeper Than Its CEO

Standard & Poor's Indexes Divs Yield % 1.32 1.33 1.01 NYSE 15 Most Active
2219.44
4796.56
1615.09
3577.03
100 Index
500 Index
1802.87
4027.26
1766.62
3949.94
1800.18
4026.12
23.09
60.78
1.30
1.53
–322.22
–568.50
–15.18
–12.37
–394.40
–740.06
–17.97
–15.53
Divs $ 190.10 190.10 164.20 Avg. Price
% Tot Vol
16.34
14.99
16.71
14.99
10.58
13.93
....
....
15.75
18.10
Disney is one of those companies. broke” guy for his run-in with
Mkt to Book 4.49 4.43 5.48
6735.36 4996.32 Indus 5586.39 5471.12 5578.40 75.28 1.37 –866.71 –13.45 –1110.91 –16.61 Book Value $ 3214.72 3214.72 2957.33 Numbers in thousands save price and percentages. (a) Primary volume. (b) Composite volume. (d) as of 4:10 pm.
Disney+ was supposed to break Florida Gov. Ron DeSantis. Now,
2865.54 2200.75 MidCap 2559.56 2504.48 2559.56 48.93 1.95 –219.85 –7.91 –282.44 –9.94
1426.13 1064.45 SmallCap 1232.44 1214.15 1232.44 14.30 1.17 –143.89 –10.45 –169.27 –12.08
DJ Utility Avg
P/E Ratio
972.06
23.07
939.33
22.29
906.95
29.65
(r) Revised. (v) W/E Thursday. (z) Source: Refinitiv.
even by fiscal 2024. But Disney just let me preface this by saying that
Nasdaq Stock Market
15871.26 10321.39 Comp 11285.32 11024.51 11226.36 80.29 0.72 –4265.30 –27.53 –4418.61 –28.24
Earns Yield % 4.34 4.49 3.37 reported a fiscal-2022 loss of $4 billion on culture war matters, I’m a
Earns $ 42.14 42.14 30.59
16567.50 10690.60
11742.96 7541.31
100 Index
Indus
11838.72
8093.03
11553.45
7902.91
11756.03
8073.98
79.01
72.38
0.68
0.90
–4269.55
–3492.83
–26.64
–30.20
–4564.05
–3238.89
–27.97
–28.63
Divs Yield %
Divs $
3.02
29.39
3.12
29.30
3.07
27.86
NYSE HALF-HOURLY VOLUME in its streaming division. A year ago, conscientious objector. I have a long
that business was expected to earn history of not joining things. Back in
C
12022.87 9622.71 Insur 12022.87 11729.72 12022.87 294.66 2.51 797.21 7.10 606.47 5.31 Mkt to Book 2.23 2.16 2.31 Daily 11/21 11/22 11/23 11/24 11/25
5408.36 3886.15 Banks 4352.09 4283.99 4352.09 84.35 1.98 –572.25 –11.62 –602.57 –12.16 Book Value $ 435.47 435.47 392.45
9:30-10:00 98,302 95,656 82,149 ... 75,608
more than $1 billion in the current the late 1980s, I spoke out against
12408.55 7416.59 Computer 8467.32 8230.76 8381.03 35.17 0.42 –3384.61 –28.77 –3774.50 –31.05 S&P 500 Index 4026.12 3965.34 4594.62
500.83 329.24 Telecom 392.52 383.29 392.52 8.11 2.11 –86.34 –18.03 –104.28 –20.99 P/E Ratio 20.94 20.62 28.94 10:00-10:30 41,844 40,615 34,549 ... 29,639 an Bob Iger get If Chapek’s tenure should be defined fiscal year. Now, Wall Street predicts both sides in the Miller Lite “tastes
Russell Indexes Earns Yield % 4.78 4.85 3.46
2660.78 1969.25 1000 2209.26 2166.34 2209.23 33.47 1.54 –357.38 –13.92 –436.68 –16.50 Earns $ 192.26 192.26 158.75
10:30-11:00 38,243 36,205 31,977 ... 24,112
Walt Disney by anything, it’s returning Disney parks another $3 billion loss. great/less filling” standoff. I’ve had
11:00-11:30 33,630 29,145 27,999 ... 22,729
2272.56 1649.84 2000 1869.19 1839.14 1869.19 19.46 1.05 –376.74 –16.77 –376.12 –16.75 Divs Yield %
Divs $
1.68
67.64
1.70
67.41
1.34
61.57 11:30-12:00 30,914 25,221 28,479 ... 22,548 stock rising, or to record profitability in less than three Chapek’s fault? Partly. But it multiple conversations with both
2804.93 2076.07 3000 2327.55 2282.83 2327.55 34.59 1.51 –382.18 –14.10 –460.59 –16.52
1680.11 1339.62 Value-v 1549.75 1521.37 1549.75 28.41 1.87 –42.44 –2.67 –105.98 –6.40 Mkt to Book 3.99 3.93 4.95 12:00-12:30 32,537 23,708 20,769 ... 24,189 will streaming years through changes ranging from was Iger who launched Disney+ in Disney Bobs, and both strike me as
3114.73 2082.30 Growth-v 2302.71 2249.05 2296.27 27.18 1.20 –709.61 –23.61 –778.72 –25.32 Book Value $ 1008.02 1008.02 927.52 12:30-1:00 28,120 20,077 20,878 ... 154,423
3322.99 2481.47 MidCap 2830.10 2770.08 2830.10 53.42 1.92 –429.63 –13.18 –489.94 –14.76 S&P Ind Index 5578.40 5503.12 6445.11
1:00-1:30 26,003 23,631 17,939 ... ...
losses dim his tough but fair to borderline Pixar November 2019, eight months after centrists who keep their personal
Others P/E Ratio
Earns Yield %
2.06
4.53
21.76
4.60
35.21
2.84 1:30-2:00 24,252 22,621 21,605 ... ... legacy? villain—say, Lots-o’-Huggin’ Bear from completing a purchase of film and political views just that—personal.
10051.41 7679.59 Value Line-a 8923.66 8738.08 8923.66 148.30 1.69 –766.65 –7.91 –997.27 –10.05
680.36 491.56 Value Line-g 563.76 552.30 563.76 9.01 1.62 –95.68 –14.51 –108.18 –16.10 Earns $ 252.89 252.89 183.06 2:00-2:30 23,963 24,355 33,015 ... ... It’s a difficult Toy Story 3. TV assets from Fox (FOXA) for more But if Chapek is to the left of Iger,
Divs Yield % 1.52 1.54 1.20 2:30-3:00 24,514 25,450 23,520 ... ...
15403.54 11195.10
1066.95 760.10
DJ US Small TSM 12732.67
Barron's Future Focus 855.51
12490.63
838.49
12732.67
855.26
174.53
10.84
1.39
1.28
–2452.21
–196.68
–16.15
–18.70
–2521.38
–205.61
–16.53
–19.38 Divs $ 84.79 84.75 77.34 3:00-3:30 33,405 31,939 27,622 ... ...
moment for corporate icons. Mark For example, visitors who pay up than $71 billion. In comparison, he there’s no evidence for it. How he
1111.54 825.73 Barron's 400 979.48 958.31 979.48 18.29 1.90 –104.30 –9.62 –126.78 –11.46
Mkt to Book
Book Value $
5.35
1042.07
5.28
1042.07
6.88
936.72
3:30-4:00 367,049 424,837 277,763 ... ... Zuckerberg must miss being called for Disney World’s own hotels used paid about $15 billion combined for ended up in the politics penalty box,
High/Low's are based upon the daily closing index. a-Arithmetic Index. G-Geometric Index. V-Value 1000 and Growth 1000 y-Dec. 31,1965=50 z-Dec. 31,2002=5000
a fiendish genius now that he has By Jack Hough to skip the Orlando airport baggage Pixar in 2006, Marvel in 2009, and while Iger has skated around it, is
been downgraded to obstinate cash carousel, stroll straight onto the free Lucasfilm in 2012. Barring a heck of one for business-school case studies.
furnace. His Meta Platforms stock Mickey Mouse bus, and have their a revival for The Simpsons, that price As favorable as Iger’s timing
U.S. Dollar Index vs Euro and Yen Per Share Values of Stocks Selected IPOs (ticker: META) is down by two-thirds bags appear later in their rooms. could come to look too steep. And the appears, don’t expect Disney stock
Slipping: At Friday’s close of 106.06, the U.S. Dollar Index, which measures the greenback against a bas-
In the Dow Jones Averages None
Ticker Initial Offer Price IPO Date Recent Price %Chg
from its peak in just over a year, amid Now, they schlep their things to the fallout for it hit on Chapek’s watch. to bounce back to $200 soon. Its
P2BW332000-0-W00700-1--------XA Composite
ket of other currencies, is down about 4.7% this month, but still up by more than 10% on the year. The
dollar’s fall has made gold and other dollar-quoted assets cheaper for foreigners to purchase. This is a list of the Dow Jones trailing 52-week diluted share
rampant spending on a cartoon fever rental-car lot or Uber pickup like Disney didn’t respond to a request current market value of $180 billion
25
earnings, dividends and book values as reported by the company.
Bolded numbers indicate new values. Sources Barron's Stats and dream called the metaverse. any ordinary SeaWorlder. to speak with Iger. looks fair next to the nearly $10
FactSet.
Elon Musk has been owning the Park tickets used to include billion in free cash that Disney
I
20 Industrial Stocks
s
15 Book Book
Investor Sentiment Readings New Listings libs on Twitter, and they’ve been a handful of free line-skipping f interest rates peak soon and generated in peak fiscal 2018, but
10
Earns Divs. Value Earns Divs. Value
NYSE rethinking their ownership of Tesla opportunities per day. Now, ticket then subside, and the stock high relative to the $4.6 billion it’s
High bullish readings in the Consensus stock index or in the Market
DXY (106.06)
5
Am Exp
Amgen
9.95
12.47
1.99 29.14
7.76 12.00
Johnson&John
JPMorgChase
7.18 4.45 28.16
11.84 4.00 88.07
Vane stock index usually are signs of Market tops; low ones, market F&G Annuities & Life (FG) (TSLA) vehicles. He’s the first person prices are way up, and there’s an market resumes its long-term expected to clear this year.
bottoms.
0
Apple 6.11 0.91 3.84 McDonalds 7.94 5.52 (6.17) Last Week 2 Weeks Ago 3 Weeks Ago NYSE American to amass $300 billion in personal upcharge for line-skipping climb, we might look back on Cost-cutting can help. Disney
Boeing (14.25) Suspended (25.47) Merck Co 6.01 2.76 15.11
EURO in $
s -5 Caterpillar 13.77 4.62 30.76 Microsoft 9.28 2.54 22.31 Consensus Index Ampio Pharma (AMPE) wealth, and now the first to lose privileges, plus another that covers Nov. 10 as a turning point. That’s racks up $2 billion more in yearly
Chevron Corp 15.37 5.68 72.06 Nike Inc 3.53 1.22 9.73
s
-10 Cisco Sys 2.77 1.51 9.79 Proc Gam 5.77 3.6097 19.11 Consensus Bullish Sentiment 56% 52% 43%
Nasdaq $100 billion in a year. the most popular rides. Visitors who when the U.S. Bureau of Labor noncontent spending on streaming
YEN in $
-15
Coca Cola 2.29 1.74 5.32
Disney Walt 1.72 0.00 48.71
3M Co
Salesforce.com
11.48 5.96 26.31
0.54 0.00 58.78 AAII Index
None Iger’s main challenge will be that don’t pay can face lines that are Statistics released its consumer- than Netflix (NFLX), despite having
Dow 7.71 2.80 24.71 Travelers Cos 13.68 3.62 119.76 streaming is still a metaverse-level blown out by—you guessed it—all of price-index data for October, which $10 billion less in streaming revenue.
-20
-25
Goldman Sachs 37.55 8.50 297.50
Home Depot 16.59 7.35 (1.64)
UnitedHealthGrp
Verizon
20.42 6.20 76.26
4.61 2.5725 19.48
Bullish
Bearish
28.9%
40.2
33.5%
40.2
25.1%
47.0
Trading money loser, and Disney (DIS) is all the paid line-skipping. offered the first convincing evidence But longer-term, the fact that Netflix
D J F M A M J J A S O N
Honeywell 7.53
IBM 1.37
3.97 27.12
6.59 21.05
Visa
Walgreens
6.99 1.575 16.32
5.00 1.915 27.06 Neutral 30.9 26.3 27.9 Suspended in. But timing-wise, at least, his Iger can now gently dial back one that the worst has passed for has been streaming for 15 years and
Source: Tullett Prebon Intel 3.25 1.46 23.44 Wal-mart 3.24 2.23 30.15
Market Vane
NYSE return is executive Jedi stuff. There’s or two of the least popular changes inflation—the cause of those rising produces only a trickle of free cash
Continental Resources (CLR)
Transportation Stocks Zendesk (ZEN) a pair of black loafers still sitting on and come out the hero, while keeping interest rates. On that day, the 10- suggests that the new era of big-
Bullish Consensus 38% 38% 37%
AlaskaAirGroup 0.40 Suspended 30.19 Kirby Corp (3.84) Nil 48.02
NYSE American Main Street in the Magic Kingdom budget shows and vast consumer
None
Distributions & Offerings
TIM Group Market Sentiment
144 Filings AmericanAirlines (2.59) Suspended (11.33) Landstar Sys 12.14 1.10 22.87
Nasdaq where ousted chief Bob Chapek choice is structurally less profitable
AvisBudgetGrp 53.71 Nil (3.93) Matson Inc 33.91 1.22 40.67 Indicator 44.5% 41.6% 46.5%
Secondary Distributions of common stocks C.H. Robinson 8.27 2.20 15.65 Norf Southern 13.60 4.96 56.80
Aerie Pharmaceuticals (AERI)
Jiya Acquisition (JYAC)
recently stood. A trolley car is than TV in the cable-bundle age.
SEC Form 144 must be filed by holders of restricted securities (also called letter stock) who intend to Sources: Consensus Inc.; American Association of
BellRing Brands 4,597,339 $22.30 $102,520,660
sell shares. Shares Indicated: the number to be sold. Sales Date: the approximate date of the sale.
(Sometimes shares aren't sold, even though their owner has filed a Form144.) Source: Thomson
CSX Corp
Delta Air Lines
1.87 0.40 6.13
0.11 Suspended 6.07
Old Dominion
Ryder Sys
11.67
16.22
1.10 32.00
2.40 52.02 Individual Investors; Market Vane; TIM Group
Kismet Acquisition Three (KIII) speeding away, and I could swear BARRONS.COM/PODCASTS For that to change, streaming
OptiNose 26,320,000 $1.90 $50,008,000 Reuters Expeditors Int'l 9.52 1.16 20.90 Southwest Air 1.28 Nil 17.59 that I saw Iger ringing its bell. platforms will need to consolidate
Name
Barron’s Streetwise
scPharmaceuticals 9,525,000 $5.25 $50,003,345 FedEx 13.54 3.80 95.98 Un Pacific 11.21 4.96 22.17
Surgery Ptnrs 26,854,796 $24.50 $657,942,502 Shares Sale
Title
Hunt (JB) 9.56 1.60 29.67 UPS 12.76 5.58 16.38 Consider: Chapek will go down as more and pile on the advertising, while
Arms Index
Company Sym Indicated $ Value Date Seller
Changes
JetBlue Air (1.59) Nil 12.03 United Airlines (2.37) Nil 15.53
Source: Dealogic LLC, New York City; (212) 577-4400.
Napco Security Technologies NSSC 1,271,442 35,816,521 11/15/22 Soloway, Richard OD
the guy who presided over a plunge persuading subscribers to pay more
Coming U.S. Auctions Olaplex OLPX 1,000,000 5,630,000 11/17/22 Walden, Tiffany CO Utility Stocks The Arms index, also known as the short term trading index,
is a number derived by dividing one quotient into another
NYSE
None
in Disney stock from a peak of just for less. If Iger can fix all of that on a
Confluent CFLT 465,000 11,173,950 11/16/22 Kreps, Edward AF
AES Corp. (0.47) 0.632 2.96 Exelon 2.71 1.35 35.13
quotient. The numerator in the index is the number of
advancing stocks divided by the number of declining stocks. NYSE American
over $200 in March 2021 to a recent In a weekly podcast by Barron’s, columnist Jack Hough looks two-year contract, it will be his biggest
Yields (%) Fluence Energy FLNC 450,000 7,461,000 11/15/22 Dubuc, Manuel FO As of 3/14/11, the denominator in the index is now the
Monday When Issued* Last Auction Dana DAN 400,000 7,113,391 11/16/22 Kamsickas, James CEO
Am Elec 4.83 3.15 44.49 FirstEnergy 2.05 1.56 15.21 composite volume of advancing stocks divided by the
composite volume of declining stocks.
None price of just under $100. But he took at the companies, people, and trends you should be watching. achievement yet. Then, all he’ll have to
AmericanWaterWorks 7.25 2.5675 40.18 NextEra Energy 1.94 1.70 18.95 Nasdaq
$54.0 bil
$45.0 bil
3-month
6-month
4.284
4.696
4.220
4.520
Datadog DDOG 285,456 23,507,302 11/14/22 Le-Quoc, Alexis AF Atmos Energy 5.66 2.78 59.71 Xcel Energy 3.06 1.92 28.70 Daily 11/21 11/22 11/23 11/24 11/25 NewAmsterdam Pharma
over in February 2020, when the This is Wall Street like you’ve never heard before. Subscribe do is find a successor who’s not
Bloomin' Brands BLMN 261,122 6,119,444 11/18/22 Smith, Elizabeth D
Tuesday Arch Capital ACGL 250,000 14,275,000 11/14/22 Bunce, John AF
Con Ed 4.78 3.16 56.60
DominionEnergy 2.79 2.6325 31.51
Pub Sv Ent
Sempra Energy
2.70
7.13
2.13 28.65
4.535 79.17
(NAMS), formerly Frazier
Lifesciences Acqui (FLAC)
stock was $128. Barely two weeks to Barron’s Streetwise on Spotify, Apple Podcasts, worried about getting Chapeked. B
NYSE 1.35 1.16 .83 ... 1.32
$34.0 bil 1-year 4.798 4.505 Walmart WMT 250,000 37,000,000 11/17/22 Walton, Jim SH
Duke Energy 4.96 3.98 61.55 Southn Co. 1.36 2.70 25.36
NYSE American 1.61 .60 2.38 ... 3.91
Tempo Automation (TMPO),
formerly ACE Convergence
later, Covid-19 shut down Disney’s or your favorite listening app.
Edison Int'l 1.90 2.80 36.57
* As of Friday afternoon. Yeti YETI 193,507 7,317,909 11/11/22 Carbone, Paul CFO Nasdaq 1.58 .76 .79 ... 1.56 Acquisition (ACEV) parks and cruise businesses. email: jack.hough@barrons.com
R E VIEW 34,347.03
Dow Industrials: + 601.34
474.84
Dow Global Index: + 7.00
3.70%
10-year Treasury Note: - 0.12
The Turkey Trot HE SAID:

Thanksgiving markets searched for
things to be thankful for, but it was “People are waiting for
heavy going. Covid in China surged; a deals. And they’re going
railroad union rejected a White House
deal, threatening a pre-Christmas to wait to the last
strike; and Virginia saw another mass
shooting. Stocks and retail earnings
minute.”
were mixed. Zoom Video Communi- Isaac Larian, CEO of toy company MGA
Entertainment, on holiday shopping
cations and Peloton Interactive saw
more declines, Dell Technologies and
HP Inc. offered gloomy PC outlooks,
while Best Buy and Dollar Tree
raised forecasts. Federal Reserve
minutes aired the possibility of smaller
interest-rate hikes. On the week, the
Dow industrials rose 1.8%, to 34,347.03;
the S&P 500 was up 1.5%, to 4026.20;
LOOK ON THE SUNNY SIDE and the Nasdaq Composite eked out a
0.7% gain, to 11,226.36.
Why Ackman THE NUMBERS Non-Zero Covid

Likes Crypto $86 B

Lockdowns hit record highs in China.
Authorities stepped in to recruit
workers for Foxconn’s Apple iPhone
factory, as protests over conditions and
Inflows to U.S. stock mutual and pay erupted. Reuters said China was peninsula that Russia has used to restrict
exchange-traded funds for 2022 set to hit Ant Group with a billion- Black Sea access and to hammer the
Crypto may be crashing, but Bill Ackman is upbeat. In a through October, on track for the dollar fine, bringing its two-year-old region with artillery. President Volodymyr
series of tweets last Sunday, the investor behind Pershing largest annual haul since 2013 regulatory review of the Alibaba Zelensky urged energy conservation after
22%
Square Capital Management compared crypto’s potential Group fintech spinoff to an end. Oil relentless missile and drone attacks
to that of the telephone and the internet: “I was initially a fell on growth fears and speculation knocked out heat, water, and power.
crypto skeptic, but after studying some of the more inter- that OPEC+ might hike production
esting crypto projects, I have come to believe that crypto at its Dec. 4 meeting, restoring some Some Climate Change
can enable the formation of useful businesses and tech- Decline in S&P 500 share buy- supply before Europe moves to COP27 ended in Egypt with mixed
nologies that heretofore could not be created.” backs in the second quarter, embargo Russian crude and the G-7 results. The richest countries finally
He pointed to decentralized Wi-Fi, built around block- after a record first quarter imposes price caps. agreed to a fund to help poorer countries
30%
chain technology, by start-up Helium. A person familiar cope with climate change. But Russia and
with his investments says he hadn’t invested in Helium, The Corporate Shuffle Saudi Arabia resisted deeper cuts on
which recently came under fire after claiming its technol- Walt Disney, mired in red ink and a fossil fuels and emissions.
ogy was used by Salesforce and e-scooter rental com- share price off 40% for the year, fired
pany Lime, which both companies denied. Fall in investor home purchases, CEO Bob Chapek and bought back Bob Annals of Deal Making
Ackman said he’s a small investor in ORIGYNTech, from 94,000 in the second quar- Iger, his long-term predecessor. Iger’s Crypto broker Genesis Global
which uses blockchain to digitally certify luxury objects, ter to 66,000 in the third mandate: rethink strategy, particularly reportedly was trying to raise a billion
Illustrations by Elias Stein; photograph by Halie Chavez

2.5 M
and Goldfinch Finance, which facilitates decentralized in the money-losing streaming business, dollars to keep itself out of bankruptcy.
lending of undercollateralized loans. He’s also invested in and find a successor. Chapek’s senior An FTX attorney said at the start of its
seven crypto funds and companies that provide tax com- executives apparently complained to the first bankruptcy court hearing that
pliance and fraud reduction, a timely idea. Crypto ac- board that he had marginalized them. “substantial amounts” of assets “have
counts for less than 2% of his net worth, he said, insisting Estimated daily air travel vol- Over at Twitter, Elon Musk brought either been stolen or are missing.”
he wasn’t trying to pump up specific projects. umes over the Thanksgiving back Donald Trump and Ye (formerly The judge allowed creditors to remain
Ackman’s tweets came in the wake of the collapse of holiday, equal to prepandemic Kanye West), fired more staff, and saw anonymous for now…BHP Group raised
crypto exchange FTX. While not addressing FTX specif- numbers. more executives walk. Musk said he’s its offer for Australian copper miner OZ
ically, he tweeted, “All legitimate participants in the now done with layoffs. Minerals to $6.4 billion...Merck said it
crypto ecosystem should therefore be highly incentiv- To get Numbers by Barron’s would buy Imago BioSciences, which
ized to expose and eliminate fraudulent actors, as they daily, sign up wherever The Winter War specializes in blood diseases, for $1.35
greatly increase the risk of regulatory intervention that you listen to podcasts or at It’s winter in Ukraine. Ukrainian billion...Politico reported that the FTC
will set back the positive potential impact of crypto for Barrons.com/podcasts officials said their forces launched will sue to block Microsoft’s $69 billion
generations.” Can’t argue with that. — Carleton English an assault on the Kinburn Spit, a takeover of Activision Blizzard.
P R EV IEW Wednesday The Bureau of Labor Statistics releases the Sign up for the Review &
Job Openings and Labor Turnover Survey.
Economists forecast 10.5 million job openings Preview daily newsletter at
on the last business day of October, about 200,000 fewer than in September. Barrons.com/reviewpreview
Monday 11/28 tions are that the economy added

180,000 private-sector jobs, after an
The Federal Reserve Bank of Dallas increase of 239,000 previously.
releases the Texas Manufacturing Out-
look Survey for November. The con-
sensus estimate is for a negative 12 Thursday 12/1
reading, about seven points better than
in October. The index has had negative Bank of Montreal, Canadian Impe-
readings for six consecutive months, rial Bank of Commerce, Dollar
suggesting contraction in the region’s General, Kroger, Marvell Technol-
manufacturing sector. ogy, Toronto-Dominion Bank, and
Ulta Beauty hold conference calls to
discuss quarterly results.
Tuesday 11/29
The BEA reports personal income
Bank of Nova Scotia, CrowdStrike and expenditures for October. Income
Holdings, Hewlett Packard Enter- is believed to have risen 0.4%, month
prise, Intuit, and NetApp release over month, while spending is seen up
A POLITICAL TUG OF WAR quarterly results. 0.7%. This compares with gains of
0.4% and 0.6%, respectively, in Sep-
Freeing ESG
ESG Goes Mainstream Emerson Electric and UnitedHealth tember. The Fed’s favored inflation
The largest U.S. ESG fund, the iShares Group hold investor meetings in New gauge, the core personal consumption
ESG Aware MSCI, has closely tracked
York. expenditures price index, is forecast to

the S&P 500 this year.
have jumped 5%, year over year, slightly
—For Now iShares ESG Aware MSCI USA ETF

S&P 500
5%
0
S&P CoreLogic releases its Case-
Shiller National Home Price Index for
September. Economists forecast that
home prices increased 10.4%, year over
lower than September’s 5.1%.
Friday 12/2
Retirement savers may soon get greater access to environ- -5 year, following a 13% jump in August.
mental, social, and governance funds. The Department of -10 Home price growth has decelerated The BLS releases the jobs report for
Labor finalized a regulation this past week that permits re- sharply amid surging mortgage rates November. The consensus estimate is
-15
tirement plans to consider climate change and other ESG and faltering demand. The months of that nonfarm payrolls increased by
-20
factors when selecting funds. The rule reverses a Trump-era February through May of this year all 220,000, 41,000 fewer than in Octo-
reg limiting fiduciaries to investment-performance factors. -25 saw gains of at least 20%. ber. The unemployment rate is seen
These shifts reflect a political tug of war over ESG. Some -30 remaining unchanged at a historically
2022 Nov.
politicians have tried to curtail ESG investments in their The Conference Board releases its low 3.7%.
Source: FactSet
states. Florida Gov. Ron DeSantis and the State Board of Consumer Confidence Index for No-
Administration adopted a resolution barring the state from Signs of Resilience vember. Expectations are for a 99 read-
considering ESG factors in investment management. The ing, 3.5 points fewer than in October.
board invests and manages assets of the Florida Retirement
Despite inflation and recession fears, Coming Earnings
top U.S. sustainable funds showed Consensus Estimate Year Ago
System Trust Fund. Texas also ordered state retirement and positive inflows in the third quarter.
school funds to divest holdings in firms such as BlackRock, Top Five U.S. Sustainable Funds Based on Wednesday 11/30 M
Arrowhead Pharmaceuticals (Q4) $-0.58 $-0.61
which it accuses of boycotting the fossil-fuel industry. Inflows, Q3, 2022 (mil)
T
Critics charge that ESG funds underperform their peers. $0 2,000 4,000 6,000 Hormel Foods, Royal Bank of CrowdStrike (Q3) 0.49 0.17
Proponents disagree, arguing that climate change poses long- iShares Canada, Salesforce, and Synopsys Hewlett Packard Enterprise (Q4) 0.57 0.52
term risk to many public companies. Investors are voting MSCI USA announce earnings. More Earnings on Page 55.
Enhanced ETF
with their dollars. Assets in U.S. ESG mutual and exchange- Consensus Estimate
traded funds hit a record $400 billion in 2021, up 33% from Xtrackers II ESG The Institute for Supply Manage- Day Consensus Est Last Period
EUR Corporate
2020’s total. Assets fell with the market in 2022, but the Bond ETF ment releases the Chicago Business T November Consumer Confidence 99.3 102.5
number of climate-related funds rose to a record 1,140 glob- Barometer for November. The report W Q3 GDP 2.6% 2.6%
Xtrackers MSCI October Wholesale Inventories 0.50% 0.60%
ally at the end of September, according to Morningstar. USA ESG ETD is expected to show about a two-point October JOLTS Job Openings 10,515,000 10,717,000
The new rule tweaks a “tiebreaker test” used to choose gain, to 47.3 from October’s 45.2 read- Th October Personal Income 0.40% 0.40%
between investment options that are economically indistin- Mercer Passive ing. The index has had two straight October Construction Spending -0.25% 0.20%
Global High Yield F November Nonfarm Payrolls 205,000 261,000
guishable from each other. The rule says that a fiduciary Bond Fund months of readings below 50, indicat-
November Unemployment Rate 3.7% 3.7%
isn’t prohibited from selecting an investment based on col- iShares MSCI ing a shrinking economy. Unless otherwise indicated, times are Eastern. a-Advanced;
lateral benefits—benefits other than investment returns— EM ESG f-Final; p-Preliminary; r-Revised Source: FactSet
Enhanced ETF For more information about coming economic reports
but maintains that they may not accept reduced returns or ADP releases its National Employ- - and what they mean - go to Barron’s free Economic
greater risks to secure them. — Andrew Welsch Source: Morningstar ment Report for November. Expecta- Calendar at www.barrons.com
17.5% or 20% of investment income,

subject to hurdle rates, or minimum
rates of return ranging from 6% to 8%.
Without such leverage, BDCs
wouldn’t be able to offer such lofty
dividend yields, given the fee struc-
ture. BDCs can collect incentive fees,
even if their portfolio values decline, as
long as income levels are unimpaired.
Many BDCs have made only minor
reductions to the value of their portfo-
lios this year, despite the selloff in the
junk and leveraged-loan markets. The
portfolios effectively are black boxes,
meaning there often are no public
prices and limited liquidity on the
loans, and no public financial results
on the companies.
The private credit market boomed
in the past decade as BDCs and others
rushed to fill a lending void created by
an exit of banks from leveraged lend-
ing. Returns generally have been
strong, helped by a bull market in
stocks and historically low interest
rates. That favorable environment is
changing, which raises the question of
whether future returns will be as good
as those in the recent past.
Investors seeking high-yielding

assets ought to opt instead for open-
or closed-end funds and exchange-
traded funds focused on junk bonds
or loans to large, leveraged companies.
These include the closed-end Nuveen
BDCs Could Struggle

term interest rates. This has allowed Credit Strategies Income ETF (JQC)
BDCs to capitalize on the sharp rise in and BlackRock Corporate High
rates to a recent 4% from near zero at Yield (HYT). They carry similar
the start of 2022. A high percentage of yields, but have more conservative
loans go to companies acquired in lev- portfolio values than BDCs.
As the Economy Slows eraged buyouts by private-equity firms.

Yield-hungry investors ought to
steer clear of the sector, however, now
that the economy looks to be on the
verge of a downturn. For one thing, O
ur skeptical take on BDCs is at
odds with the prevailing view
on Wall Street, where most
analysts recommend the
BDCs are investing in highly leveraged stocks. Ares Capital, at $19.69, trades
Business development companies have soared in popularity, but the companies. Generally, there are no for a 6% premium to portfolio value or
risks are growing. Some high-yielding alternatives to consider. credit ratings on their illiquid loans, as net asset value (NAV), and has a mar-
they tend to target smaller private ket value of $10 billion. The stock has
companies valued at $3 billion or less. 14 Buy ratings, one Hold, and no Sells.
BY ANDREW BARY and Blackstone Secured Lending If BDCs’ portfolios were rated, they BDC executives tell Barron’s their
B
(BXSL). The largest BDC is the non- likely would average single-B, deep in valuations, which average about 90%
usiness development com- traded Blackstone Private Credit the high-yield, or junk, category. BDCs of NAV, are appropriate, based on the
panies lend to midsize fund, known as Bcred, which has often make loans to companies whose high quality of their loan portfolios,
private companies at high grown to $22 billion in net assets debt equals six times annual cash flow, the financial performance of borrow-
interest rates. They have since its inception in January 2021, as defined by earnings before interest, ers, historically low credit losses, and
proven popular with retail more than twice the size of Ares Capi- taxes, depreciation, and amortization, the benefits of higher rates, which
investors in recent years tal, the largest public BDC. or Ebitda. Investment-grade compa- have lifted yields on their portfolio by
by offering dividend yields The bullish case for BDCs has been nies typically have leverage of three as much as four percentage points this
of around 10%. Total industry assets that they allow individual investors to times Ebitda or less. year, to about 10%. Dividends could
Illustration by Ard Su
have doubled to about $260 billion invest side by side with institutions in BDCs, too, are leveraged, magnifying be headed higher as higher short rates
since late 2020. the booming market for “private risk, as most carry more than $1 of debt are reflected in portfolio yields.
Leading BDCs include Ares Capi- credit,” and benefit from what have for every dollar of equity. Costs are BDC portfolios tend to be widely
tal (ticker: ARCC), Owl Rock Capi- been historically low loan losses. Most steep, with most charging a 1.5% base diversified. The Ares portfolio has
tal (ORCC), FS KKR Capital (FSK), loans have floating rates tied to short- management fee and an incentive fee of loans to more than 400 companies.
“We continue to have very strong BDCs had similar performance to the lio in first-lien senior secured loans, credit metrics” and is positioned to be
credit performance and almost no leveraged-loan market, many BDC the highest-quality BDC asset, while “a net winner” in coming quarters.
losses, and higher rates are flowing NAVs would be down close to 10%, Owl Rock has 72% in that category and FS KKR has taken a bigger hit to its
through to the bottom line,” says given their own leverage. Blackstone Secured Lending, 98%. net asset value of 7% this year, and its
Craig Packer, the CEO of Owl Rock. Many closed-end leveraged-loan Ares has nearly 20% of its assets in shares, at $20, trade at a 22% discount
He says Owl Rock cherry-picks less funds have experienced a 10% drop in riskier preferred stock and equity. to that value.
economically sensitive sectors, includ- net asset values this year, and their Barron’s spot-checked some of the
A
ing software and healthcare, for its shares are down 15% to 20%. larger Ares holdings using Bloomberg better alternative to BDCs are
lending activity. “We lend to high- “Private credit isn’t as volatile as price data and found that several had closed-end leveraged-loan and
quality, recession-resistant busi- public markets,” says Lynch, adding experienced declines since quarter junk-bond funds. “The fund
nesses,” Packer says. that investors can debate whether end, including loans to Zywave, a soft- discounts across the sector are
BDCs regularly say they have plenty that’s appropriate. ware company, and CoreLogic, a fi- at the widest levels of the past de-
of cushion, since private-equity firms “It is not a hidden secret that BDCs nancial-data provider. The CoreLogic cade,” says Eric Boughton, co-man-
have substantial equity in the borrow- do not like to mark down their books loan is down more than 15% since the ager of the Matisse Discounted
ers. Still, areas like software, a popular aggressively,” says Eugene Grinberg, end of the third quarter and the Zy- Closed-End Strategy (MDCEX). He
industry for BDC lending, have started the CEO of Solve, a bond-data plat- wave loan is off about 5%. notes that discounts on both groups
to feel the effects of a weaker economy. form that analyzes BDC loan prices, Several BDCs, including Ares, have are around 10%.
Many publicly traded software stocks based on publicly available informa- exposure to the preferred stock of Investors can buy these funds at a
are down 50% or more this year. tion. “One school of thought is that Citrix, a recent leveraged buyout discount to portfolios that already have
“If we’re going into a recession, they can hold on to these investments whose debt prices are down sharply. been marked down. Closed-end fund
even a mild one, it will hit BDC stocks for longer periods of time and hence Yet the BDCs are carrying Citrix’ pre- fees are lower, leverage is less, and
meaningfully,” says Ryan Lynch, an they do not mark their books down.” ferred stock at close to face value. portfolios are more liquid than BDCs.
analyst at KBW. “When credit is dete- Business development companies Lynch likes Ares, calling it one of the “This is one of the best opportuni-
riorating, the stocks don’t work well. don’t pay taxes at the corporate level, “most tried and true” BDCs that has ties since the financial crisis,” says
If we don’t go into a recession, BDCs and pay out 90% or more of their tax- performed well through economic cy- Scott Caraher, who runs Nuveen’s
will be a great place to be.” able income. Due to their tax status, cles. Ares, like other business develop- leveraged-loan funds. He favors
Lynch says the stocks “could easily their dividends generally aren’t tax- ment companies, uses independent higher-quality loans that now offer
trade down to 70%” of NAV in a advantaged. valuation providers to evaluate its port- yields of about 8%. Unlike BDCs,
downturn. Investors are showing folio. “We believe our portfolio contin- which tend to invest in obscure com-
T
some caution already, as many BDCs he risk/reward profile of BDCs ues to deliver healthy overall perfor- panies, Nuveen owns loans from com-
trade below stated net asset value. looks unfavorable, in part be- mance and is well positioned to panies such as Restaurant Brands
Lynch says he has grown “more cause most have taken minimal weather future market challenges,” said International (QSR) and Tenet
cautious” on the sector, although he write-downs of their portfolios, Kipp deVeer, Ares CEO, on an earnings Healthcare (THC).
has Buy ratings on Ares, Owl Rock, while open- and closed-end funds that conference call in late October. In a year when stock and bond
and others. The companies now are in focus on liquid loans and securities Blackstone Secured Lending has a markets have come under pressure,
a sweet spot: Rates are rising and have taken meaningful reductions. portfolio similar to that of the larger business development companies
credit quality generally is good, but Take Ares, which has one of the Blackstone Private Credit Fund. It largely have been immune, based on
financial troubles are surfacing at some sector’s stronger records, having gen- trades around $24, a 6% discount to their reported portfolio values. The
borrowers, and could worsen in 2023. erated an 11% annualized return over its NAV, and yields 10%. risk is that, with a weakening econ-
Ares Capital, Blackstone Secured the past 10 years, against 3% for the Bcred and Blackstone Secured omy, BDCs may be forced to take
Lending, and Owl Rock have experi- iShares iBoxx $ High Yield Corpo- Lending have lower fees than other markdowns in coming quarters as
enced declines in NAV of just 2% this rate Bond ETF (HYG). Ares has BDCs. Brad Marshall, the CEO of both some of their loans sour.
year, while leveraged loans—more liq- marked down its NAV by just 2% this companies, said on Blackstone Secured Shares of leveraged companies
uid, floating-rate loans made to larger year. Yet, it has a riskier asset mix Lending’s conference call in November making highly leveraged loans might
companies—are down about 5%. If than peers, with just 45% of its portfo- that the company has “some of the best not be a good play in a downturn. B
Attractive Alternatives Popular Play

Yield-hungry investors have been drawn to business development corporations, but closed-end funds focused on junk bonds BDC assets have doubled since late 2020 to about $260 billion,
or leveraged loans have less leverage and lower fees. but a weaker economy could pose problems for these lenders.
Net Asset Premium / YTD Debt / Total BDC assets
Recent Value Per Discount Change Market Dividend Equity Fee Structure $300 billion
BDC / Ticker Price Share to NAV in NAV Value (bil) Yield Ratio Base / Incentive
Ares Capital / ARCC $19.69 $18.56 6.1% -2.1% $10.2 9.8% 1.3 1.5% / 20% 250
Blackstone Secured Lending / BXSL 24.08 25.76 -6.5 -1.9 3.8 10.0 1.3 1.0 / 17.5
200
FS KKR Capital / FSK 19.80 25.30 -21.7 -6.9 5.6 13.7 1.2 1.5 / 17.5
Owl Rock Capital / ORCC 13.11 14.85 -11.7 -1.5 5.2 10.1 1.2 1.5 / 17.5 150
NON-TRADABLE BDC
100
Blackstone Private Credit Fund $24.60 $24.60 0 -5.1% $22.4 8.4% 1.3 1.25% /12.5%
CLOSED-END FUND / Ticker 50
Nuveen Credit Strategies Income / JQC $5.21 $5.85 -10.9% -14.8% $0.7 10.9% 0.7 0.9%
0
BlackRock Corporate High Yield / HYT 8.97 9.42 -4.8 -21.4 1.3 10.4 0.4 0.7 2013 ’14 ’15 ’16 ’17 ’18 ’19 ’20 ’21 ’22
Sources: Bloomberg; company reports Source: Keefe, Bruyette, & Woods
The Next U.S. Energy

Barron’s. Flex helps companies design costs in the U.S. Some of that will de-
and build their factories, and is work- pend on rules that the U.S. Treasury
ing on projects with major solar com- Department hasn’t finished writing.
panies like Enphase Energy (ENPH) Key issues that need to be worked out
Revolution Is Here
to add production of renewable- include wage requirements for workers
energy supplies in the U.S. at these plants and guidelines for just
The biggest factor fueling the shift, how much of each piece of renewable
however, may be the newfound com- equipment must be made in the U.S.
mitment by the U.S. government to For now, a few players stand out
funding domestic production. The as clear beneficiaries of the trends.
Inflation Reduction Act, passed this One is Tempe, Ariz.–based First
The manufacturing of equipment for clean energy is moving back summer, dedicates hundreds of bil- Solar, the largest U.S. manufacturer
to the U.S. What’s behind it—and which companies stand to benefit. lions worth of subsidies and loans of solar modules. The company uses
to the industry, with a substantial unique technology to create a special-
portion of that for manufacturing. ized solar film that can be fully assem-
Government support could make bled in a matter of hours in one factory.
the cost of producing an item like a At its current pace, First Solar could
solar panel in the U.S. even cheaper supply about 20% of the modules used
than making one in China by 2026, in the U.S. by 2025. The stock, however,
according to Credit Suisse analyst already reflects much of that growth,
Maheep Mandloi. Today, the U.S. rising 94% just this year. It trades at
makes just 1% of the most popular kind 38 times its expected earnings over the
of solar module, and they cost about next four quarters.
40% more than the Chinese ones. To buy in to onshoring at a better
China also dominates the battery price, investors should consider some
supply chain, but the U.S. is poised to of the manufacturing companies that
take market share. Domestic battery specialize in this sort of work. Flex,
supplies have become crucial because for instance, trades for just nine times
car buyers can’t get the full $7,500 tax expected earnings and is positioning
credit for purchasing an electric car itself as a go-to contractor for renew-
unless the battery is made in North ables factories. “We have the expertise
America. Plans for new battery facto- and the footprint to help our custom-
ries like the ones that GM is building ers take advantage of these opportuni-
with LG Chem are on track to drive a ties,” said CEO Revathi Advaithi on
tenfold increase in U.S. battery produc- the company’s latest earnings call.
tion by 2025, according to S&P Global Quanta Services (PWR), whose
Commodity Insights. The U.S. could near-term earnings growth trajectory
control 14% of lithium-ion cell produc- is more impressive than Flex’s, trades
tion by then, up from 4.7% last year. at 21 times expected earnings, a loftier
Moving production back to the U.S. multiple and a premium to the broader
has clear advantages, including short- market. But few companies are as well
BY AVI SALZMAN (SGRE.Spain) said it would build the First Solar’s manu- ening delivery times for American positioned to profit from the electrifi-
U
first U.S. factory to manufacture off- facturing plant in customers. For Fluence Energy cation of the U.S. energy system. Re-
Perrysburg, Ohio.
ntil now, the U.S. clean- shore wind turbine blades, in Virginia. (FLNC), a battery company based in newable-energy infrastructure already
energy revolution has Companies that make the building Arlington, Va., onshoring makes pro- accounts for 22% of Quanta’s revenue,
been imported. Other blocks of these materials are ramping duction much faster and more flexible. and the company forecast 8% to 10%
countries make almost all up production, too. Glassmaker Corn- “It provides us the ability to respond annual revenue growth in that area
of the batteries, solar pan- ing (GLW), for instance, is restarting to a customer within two to four before the Inflation Reduction Act.
els, and critical chemicals idled polysilicon production for solar weeks rather than 16-plus weeks,” There’s little doubt that the subsidies
used in America. But the panels at a Michigan plant. says Carol Couch, who is leading will boost the company’s growth rate
revolution is starting to come home, The accelerating trend toward Fluence’s manufacturing expansion. considerably.
a move that could shake up the onshoring—the opposite of offshor- But companies also will face chal- A new U.S. supply chain is being
renewable-energy supply chain. ing—is driven by several factors. lenges, such as how to maintain profits built. As the energy starts to flow,
Companies like Panasonic Hold- Importing all of these products is no while paying higher wages and land cash will, too. B
ings (ticker: 6752.Japan), General Mo- longer a viable strategy because old
tors (GM), Honda Motor (HMC), and supply chains have failed repeatedly
LG Chem (051910.Korea) have an- in recent years. And the U.S. is in- Power Players
Megan Jelinger/REUTERS/Alamy
nounced billions of dollars in invest- creasingly wary of relying too much These three could benefit nicely from the onshoring trend.
ments in new U.S. battery factories this on China for materials. Recent YTD Market 2024E
year alone. First Solar (FSLR) just “This shouldn’t be a surprise, given Company / Ticker Price Change Value (bil) P/E Comment
announced plans for an Alabama solar all the shocks to the system—like First Solar / FSLR $169.47 94.4% $18.0 15.9 Largest U.S. maker of solar modules
module factory that will be its fourth in trade wars, Covid, chip shortages,
Flex / FLEX* 20.59 12.3 9.3 8.5 A top contractor for renewables factories
the U.S., putting it on track to quadru- logistics bottlenecks—the list goes on,”
Quanta Services / PWR 146.20 27.5 20.9 18.8 Ready for the electrification of U.S. energy
ple output by 2025. And last year, Sie- wrote Paul Lundstrom, chief financial
mens Gamesa Renewable Energy officer of Flex (FLEX) in an email to *Estimate for fiscal year ending March 2024; E=estimate Source: Bloomberg
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Ingersoll
Ingersoll Rand Execution Excellence,
and so far it seems to be working.
“There is a lot to like,” says Baird ana-
lyst Mike Halloran, who rates Ingersoll
Rand Looks an Outperform. “Let’s start with an

excellent management team, excellent
business system, excellent culture.”
Like a Long-
U
ltimately, though, that culture
must translate into profits.
Term Winner
Ebitda margins have increased
from the low-20% range to the
mid-20% range—evidence of the IRX
system in action—and both Halloran
and Wertheimer believe that margins
The company is an “emerging can move from the mid-20% range to a
compounder,” meaning it could not high-20% range over time.
only outperform other industrials, Management, though, is aiming
even higher. Ingersoll is expected to
but the stock market, too
generate about $1 billion in free cash
flow each year, and will likely use that
cash to consolidate a fragmented in-
BY AL ROOT dustry by buying small companies in
T
adjacent industries. Ingersoll signed
here’s nothing better than It has taken a while for the company Air-compressor ating strong cash flow, investing that six small bolt-on acquisitions in the
stocks that can be winners to get here. It used to make refrigerated products are manu- cash flow in smaller, bolt-on acquisi- third quarter alone, including Pedro
factured at Ingersoll
over multiple years, despite truck trailers, air conditioners, and golf Rand’s plant in Su- tions and improving it by expanding Gil, a Spanish manufacturer of blower
the ups and downs of the carts, among other things. Today, after zhou, China. profit margins via effective business and vacuum systems. If it continues to
broader economy. Com- several moves, including a 2020 management. operate at a high level, Ingersoll
pressor and pump maker merger with Gardner Denver, Ingersoll Stocks like that are rare, but the should be able to double sales in six or
Ingersoll Rand has a is the world’s No. 2 compressor player, new Ingersoll Rand has a shot at be- seven years.
chance to be one of them. behind Atlas Copco (ATCO.A.Swe- coming one. Part of that is its culture, Ingersoll can fund acquisitions
Finding industrial companies that den), and is a significant maker of high- which is modeled after Danaher’s. through its cash flow. Its balance sheet
can beat the market over the long term precision pumps used in a host of in- CEO Vicente Reynal has deep roots in is also in good shape. Debt, net of cash
isn’t an easy task. Industrial investors dustries, from food production and the “Danaher Business System,” hav- on the balance sheet, should end the
can’t rely on hot new technology like water treatment to medical devices. ing worked at Danaher as president of year around $1 billion. That’s less than
the internet or cloud-based computing Compressors don’t sound that sexy, its dental products business. He went one times estimated Ebitda, better than
to boost growth. Melius Research ana- but every manufacturing facility on the on to run Gardner Denver before its average for industrial stocks and stocks
lyst Rob Wertheimer looked at his uni- planet needs compressors to power merger with Ingersoll. in the S&P 500.
verse of some 40 industrial stocks and pneumatic tools, sprayers, actuators, Reynal has created a culture where Of course, there are risks ahead.
found that over the past decade, only a metal cutters, and dozens of other in- employees own Ingersoll stock—he has Europe accounts for about 30% of In-
couple of companies grew faster than dustrial processes. Compressed air is handed out more than $260 million in gersoll’s sales, and its economy has
the U.S. economy. The ones managing ubiquitous—and a significant expense equity since Gardner went public in been battered by high energy prices.
that feat operated in fragmented indus- for manufacturers. Better compression 2017, a practice he brought to Inger- The company’s European Union busi-
tries, creating opportunities to take technology saves power and money. soll—and work in teams designed to ness continued to grow in the third
market share and buy smaller players. Ingersoll is a midsize industrial tackle problems quickly and simply. He quarter of 2022, partly because of ac-
For a true industrial company to business, with a market capitalization has dubbed the culture IRX, short for tions management took in the after-
beat the market consistently, it has to of roughly $22 billion. Sales in 2022 are math of Russia’s invasion of Ukraine
be a “compounder”—a company that expected to come in at $5.81 billion, up and partly because its products help
can operate efficiently; make smart, 13% from a reported $5.15 billion in Ingersoll Rand manufacturers use less energy by mak-
targeted acquisitions; and boost mar- 2021. Earnings before interest, taxes, (IR / NYSE) ing operations more efficient.
gins over time. Companies that can do depreciation, and amortization, or $65 There is execution risk, too, the kind
that—think Danaher (ticker: DHR), Ebitda, are forecast to come in at about of missteps that can trip up a company
IDEX (IEX), and Ametek (AME)— $1.4 billion, up from $1.2 billion in 55 with big goals. And it has a price/earn-
ultimately outperform the other in- 2021. Free cash flow is expected to ings ratio of 22 times estimated 2023
dustrials, and the stock market. Inger- come in at $903 million in 2022, close 45
earnings, well above the S&P 500’s 17
soll Rand (IR) might be ready to join to net income. multiple and the average industrial
that club. The future depends on Ingersoll’s 35
stock’s 18. Still, if everything goes right,
Ingersoll is “an emerging com- ability to prove it is able to produce Wertheimer believes Ingersoll will
pounder,” Wertheimer says. “We think consistent market returns year after trade at 24 times his 2024 earnings
25
Cynthia Lee/Alamy
operations are well targeted, well exe- year, eventually becoming a coveted 10- estimates of $3.18, or $76 a share. “To
cuted, and likely to deliver above-nor- or 20-bagger, a term coined by Peter be a compounder, you have to deliver
mal returns.” He rates the stock, re- Lynch for a stock that rises tenfold or 15 the results,” he adds. For Ingersoll, it
cently trading around $54, an 20-fold over a long stretch. That level 2020 ’21 ’22 “will either prove out or not.”
Outperform. of compounding is achieved by gener- Source: FactSet Here’s betting it will. B
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documenting everything that we

talked about, but we have a road map.
From my experience, here are a few
do’s and don’ts for talking estate
planning:
DO:
• Expect to have more than one
discussion. The seeds for my talk
started 10 years ago and will continue.
WHERE
It may take a few meetings to make
progress, especially for families with VOLATILITY
contentious circumstances or large
RISK MEETS
estates.
• When possible, involve siblings so
everyone is on the same page. This
OPPORTUNITY
may be hard in families where some
members are estranged, but it’s worth
UNCERTAINTY
doing when it can be done.
• Prepare. We set a specific date with
a purpose. The list of written questions
gave our discussion a framework and Whatever the conditions, CME Group provides
removed some of the emotion from the
topic. It became a productive meeting,
the tools that global market participants need
not just a gabfest. to manage risk and capture opportunities.
• Be gentle. This will be a hard
conversation for you, and an even With 24-hour access to trading in futures,
harder one for your parents. No one options, cash and OTC across all major asset
likes to talk about these subjects, and
classes, you can determine your best position
family dynamics are complex.
DON’T: and take action at just the right moment.

• Bring up money. Older generations
may feel defensive and worry that you
only care about dollar signs. Just ask
VISIT CMEGROUP.COM/OPPORTUNITY
for a list of where the assets are, and if
they are financial accounts, the
account’s last four digits.

• Be spontaneous. Don’t bring up the
subject after Thanksgiving dinner
when everyone’s had a glass of wine.
• Meet in public. Meet at their place
POSITION
or yours, wherever you can have
privacy and feel relaxed. Whether you
STRATEGY
tell your parents the details of the
meeting ahead of time will depend on
how you think they will react.
• Have other distractions. Had I
known about the football game, I
would have picked a different day so
I’d have my stepfather’s full attention.
Leave grandkids at home, too.
With the hard part over, we could
relax and leave my stepfather to the
Monsters of the Midway. I asked my Laird Hamilton
mom why she felt more comfortable World-Class Big Wave Surfer
talking now about estate planning
than 10 years ago. She replied bluntly,
“We’re older now.”
Then she gave me an answer that
surprised me. She’s an avid news con-
Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and profit you
sumer but doesn’t follow pop culture. might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
She told me, “Prince died without a Copyright ©2021 CME Group Inc. All rights reserved.
will. And they’re still going through
his things. I didn’t want that for you.” B
The current designs of quantum comput-

ers often take the look of a candelabra in
order to satisfy extreme cooling require-
ments.
L
LAST MONTH, THE ROYAL
Swedish Academy of Sciences awarded
the Nobel Prize in physics to three
scientists for their research on quan-

tum information science, one of the
most surprising and—as it turns out—
most commercially alluring scientific
discoveries of the past 100 years.
Yes, the quantum computing revo-
lution is coming. But it will take time,
probably longer than is comfortable
for investors in the handful of quan-

tum start-ups that have managed to
reach the public market. This is a text-
book case of Amara’s Law, coined by
the futurist and engineer Roy Amara:
“We tend to overestimate the effect of a
technology in the short run and un-
On the Cusp of a
derestimate the effect in the long run.”
The new crop of small, public com-
panies devoted to quantum—such as
Rigetti Computing, D-Wave Quantum,
and IonQ—will be challenged to gen-
erate significant revenue for years to
Quantum Leap
come.
At some point, though, quantum is
going to change the world.
“We want to solve problems that
are intractable for today’s—or even
next century’s—supercomputers,”
says Krysta Svore, vice president of
quantum software at Microsoft
Courtesy Microsoft Azure

(ticker: MSFT). With conventional
supercomputers, she says, there are
Quantum computing could represent the first radical shift in BY ERIC J. SAVITZ unsolvable problems—like sorting
computing since the 1950s. Investors finally have ways to play through potential drug candidates—
the trend, but you’re better off waiting before jumping in. that would require compute times
longer than the current lifespan of the
universe. “We want to bring this tech-
nology forward and see how we can A Budding Revolution 2016, and more than 20 of them are
use it in conjunction with classical The publicly traded quantum computing companies have suffered substantial losses this year, as investors fled online right now, accessible via the
technology.” high-risk bets. web. IBM’s director of research, Dario
The nature of quantum computing Market 2023E Gil, says there are more than 500,000
Recent Value Revenue YTD
makes it useful for solving computa- Company / Ticker Price (mil) (mil) Change Comment users for those IBM quantum systems
tionally intensive problems with huge at over 180 institutions, primarily for
Rigetti Computing / RGTI $1.24 $149 $25.6 -88% Building superconducting qubit systems. Completed
numbers of variables. Quantum com- SPAC merger March 2022. research. “We have more quantum
puting will potentially speed up drug computers online than the rest of the
IonQ / IONQ 4.92 984 21.3 -71 Focused on trapped-ion systems. Listed via SPAC
development, improve financial mod- merger September 2021. world combined,” Gil says.
eling, and boost the efficiency of elec- But you’ll need a quantum com-
Arqit Quantum / ARQQ* 7.69 938 114.0 -68 Developing quantum-safe encryption. IPO via SPAC
tric batteries. in September 2021. puter to predict the long-run winners.
The Nobelists’ work demonstrated a “We’re not at the stage where a
D-Wave Quantum / QBTS 2.46 274 17.7 -64 Contends it is the only company solving real business
mind-bending concept crucial to quan- problems with quantum computing to date. IPO via quantum computer is improving the
tum computing called “quantum en- SPAC in August 2022. bottom line of any company not in the
tanglement.” The three prizewinning Quantum Computing / QUBT 2.10 112 5.0 -38 Claims to offer “ready to run” quantum photonic systems. field of quantum computing,” says
physicists—Alain Aspect, John Clauser, Came public in 2018 via reverse merger into public shell. Ryan Babbush, head of quantum algo-
and Anton Zeilinger—all contributed Defiance Quantum ETF / QTUM 40.89 118 N/A -27 Exchange-traded quantum fund; stakes in IonQ, rithm and applications at Alphabet’s
to the discovery that particles in an Baidu, Microsoft, and others. Google unit.
entangled state can affect other parti- Notes: *Fiscal year ends in September; E=estimate; N/A=not applicable Source: Bloomberg “It is still super early,” agrees Si-
cles, even when vast distances apart. mone Severini, the director of quan-
The new research undermines the tum computing at Amazon Web Ser-
thinking of none other than Albert The Next, Next Generation vices. “There is still substantial
Einstein. Einstein was skeptical of the According to PitchBook, 251 quantum start-ups have together raised more than $5.4 billion in venture capital scientific and engineering work to do
ability of quantum mechanics to de- since 2017. Here are some highlights. before we get quantum computing at
scribe the universe in full; in particular, Amount
scale.” Like other quantum industry
he was uncomfortable with quantum Company Location Raised (mil) Comment leaders, Severini says there is growing
theory’s reliance on what he called PsiQuantum Palo Alto $665 Focused on building error-corrected, photonic-based general purpose interest from customers that want to
“spukhafte fernwirkungen”—“spooky quantum computers. explore the technology, but he says
action at a distance.” It turns out that Xanadu Toronto 136 Photonic quantum company. that it’s too early to know which tech-
Einstein’s doubts were misplaced. IQM Espoo, Finland 128 European superonducting quantum hardware company.
nological approaches will succeed.
Though the exact mechanism re- IBM CEO Arvind Krishna thinks
Atom Computing Berkeley, Calif. 81 Building quantum computers with “optically trapped neutral atoms.”
mains uncertain—“nobody under- we’re still probably five years away
stands quantum mechanics,” the ColdQuanta Boulder, Colo. 75 Like Atom, focused on trapped-neutral atoms. from anyone generating material reve-
physicist Richard Feynman once Zapata Computing Boston 67 Developing quantum software for enterprises. nue from quantum computing, but he
said—experiments from the new No- Classiq Tel Aviv 62 Developing quantum software. adds that “there are a lot of very smart
belists prove that quantum theory Q-CTRL Sydney 43 Creating quantum infrastructure software, partnering with IBM, Rigetti, and others. people with a lot of capital chasing the
really does describe the natural world, space.” He thinks that at some point—
Pasqal Palaiseau, France 30 Also focused on neutral-atom based quantum-processing units.
and that entanglement exists. That maybe in two years, or three, or five—
SandboxAQ Palo Alto N/A Developing “post-quantum cryptography.” Spun out from Alphabet March 2022.
discovery has set the stage for an en- “you will solve problems that will just
Notes: N/A=not available Source: PitchBook
tirely new branch of computing, and astonish people.”
there’s a race under way to develop the His back-of-the-envelope math sug-
first commercial quantum computers, gests there could be a $100 billion
with potentially vast riches at stake. It’s easy to see the allure. have systems in production yet. We’re market for quantum computing by the
The combatants include some of IDC last year estimated that the figuring out how to get there. It starts end of the decade, which he thinks
the biggest players in “classical” com- market for quantum computing ser- with looking at business problems— will be split by a handful of players.
puting: Microsoft, Intel (INTC), Al- vices, mostly delivered by the cloud, what things now are too slow, too ex- To be clear, quantum computers are
phabet (GOOGL), Amazon.com could grow to $8.6 billion in 2027, up pensive, or can’t be solved at all. And never going to replace conventional
(AMZN), and IBM (IBM) are all from $412 million in 2020, a com- then you try to pair those with places computing. You’ll never use one to
building quantum hardware, along pound annual growth rate of more where quantum has a theoretical ad- check your email, play games, or run
with Japan’s Toshiba, NEC, and NTT, than 50%. vantage.” Excel, and there will be no quantum
and China’s Baidu (BIDU), Huawei More tantalizing is a 2021 report One early area of focus for Gold- smartphones or laptops. Instead,
Technologies, Tencent, and Alibaba. from Boston Consulting Group that man is the potential to speed up quantum systems will work in tandem
At the other end of the scale are a put the potential value creation from Monte Carlo calculations, complex with conventional computing to solve
handful of small firms that rode quan- quantum computing at $450 billion to algorithms used to assess the value problems that can’t be addressed with
tum hype into the public markets, $850 billion—with $90 billion to $170 and risks of derivatives and other se- current technology.
mostly through special purpose acqui- billion of that flowing to the quantum curities. He sees other potential appli- “This is the first time that comput-
sition company, or SPAC, mergers, industry players. But investors will cations in portfolio optimization and ing is branching,” says IBM’s Gil, de-
including Rigetti Computing (RGTI), have to be patient—Boston Consulting machine learning for anti-money- scribing the radical shift away from
D-Wave Quantum (QBTS), and Group doesn’t expect the industry to laundering, among other things. But the computing architecture pioneered
IonQ (IONQ). And that’s just the tip reach that scale until 2040 or later. not yet, and not particularly soon. by Intel, whose co-founder Gordon
of the iceberg: According to Pitch- William Zeng, head of quantum That said, there are real-world ex- Moore accurately forecast in 1965 that
Book, 251 quantum start-ups have research at Goldman Sachs, is fasci- amples of quantum computers being the power of microchips would double
together raised more than $5.4 billion nated by quantum’s game-changing used today. IBM arguably has the roughly every two years.
in venture capital since the beginning potential. “We are very much in re- early lead. Big Blue has built more “Some people say this is another
of 2017. search mode,” Zeng says. “We do not than 30 quantum computers since step in Moore’s Law,” Gil says, “but it
C
is more fundamental than that. It is onsulting firm McKinsey likely—could beat the U.S. to the traditional computing system, mostly
not that often that we get to redefine estimates that quantum punch, effectively putting any infor- because quantum computers require
the nature of information.” computing has the potential mation protected with traditional supercooling to keep the systems run-
It has now been 77 years since to “revolutionize” research forms of cryptography at risk of dis- ning. The cooling systems to reach the
ENIAC, the first programmable digital and development on molecular struc- covery—think industrial secrets, fi- required ultralow temperatures result
computer, launched at the University tures in biopharmaceuticals, speeding nancial information, personal data, in the distinctive candelabra-shaped
of Pennsylvania. Originally intended up drug discovery and development. everything. The cybersecurity indus- designs for systems created by IBM,
to be used for artillery targeting, In the chemicals industry, McKinsey try is racing to create “quantum safe” Rigetti, and others.
ENIAC played a role in the early de- says quantum should drive speedier alternatives to traditional approaches By some estimates, it could take
velopment of nuclear weapons. Two development of new catalysts, with to data security. thousands or even millions of physical
years later, in 1947, Bell Labs unveiled implications in areas like carbon cap- The process of creating quantum qubits to create a viable quantum
the first transistor, the basic building ture and energy efficiency. Auto mak- computing is taking years longer than computer. “You need enormous re-
block for all modern electronics. ers such as BMW and Volkswagen some people might have expected, and dundancy,” says Amazon’s Severini.
Over the decades, every computer have begun research on the applica- for good reason. It turns out that Tim Costa, director of high-perfor-
ever built—PCs, mainframes, super- tion of quantum computing to supply- building stable and useful quantum mance and quantum computing at
computers, game consoles, and mobile chain management, traffic routing, systems is fiendishly difficult. Qubits Nvidia (NVDA), says that while there
phones—have relied on transistor- and electric-vehicle battery design. are fragile, sensitive to changes in tem- are a variety of quantum computers
based binary computation with “bits,” There are implications for financial perature, materials impurities, radia- accessible today via the large cloud
the smallest possible pieces of data, services—particularly in portfolio tion, vibration, and other environmen- vendors, none have more than a few
which can only exist in two states. On management, risk analysis, machine tal conditions. That makes them prone hundred qubits; to do useful work, he
or off. Zero or one. True or false. Yes learning, and options pricing. to high error rates. says, will require systems with mil-
or no. Yet, what could prove miraculous In one room at IBM’s research lions of qubits.
In quantum computing, the most in finance, chemistry, and drug dis- center in Yorktown Heights, N.Y., Most of the larger aspirants—in-
basic piece of information is the covery also threatens to undermine all there’s a quantum system sitting cluding IBM, Alphabet, Amazon, and
qubit—a quantum bit. Like a classical current versions of cybersecurity. The alone, connected to the web for the Alibaba—are pursuing a similar ap-
computing bit, the qubit also has two Global Risk Institute wrote in a 2021 benefit of researchers experimenting proach, using superconducting qubits,
potential states—on or off, zero or one. report that “the threat posed by quan- with coding quantum systems. Down their chips cooled to extremely low
But quantum computing allows for tum computers could lead to a cata- the hall, more systems are under con- temperatures, a few microkelvin,
qubits to be in a state known as “su- strophic failure of cybersystems, both struction using chips with higher colder than the vacuum of outer space
perposition,” in which they are zero through direct attacks and by disrupt- qubit counts. and controlled with microwaves.
and one at the same time—or more ing trust.” Earlier this month, IBM announced IBM’s Dario Gil, Quantinuum, a spinout from Hon-
precisely, some statistical probability The threat is still viewed as far a 433-qubit processor, more than tri- below, stands in eywell International (HON), and
front of a vacuum
of being either. The physicist Erwin out—a survey of 47 quantum experts ple the number of qubits in the com- chamber used to newly public IonQ rely on “trapped
Schrödinger whimsically illustrated found that a little more than half saw pany’s last-generation quantum chip; hold one of the ion” systems, using naturally occur-
company’s first
this paradoxical idea by describing a a better than 50% chance that quan- the company is targeting the 4,000 Quantum computers.
ring atoms as qubits. Trapped ion
hypothetical situation in which a cat tum computers will be able to break qubit level by 2025. A few other play- Big Blue has more systems are considered to be more
could be simultaneously both alive an encryption key of 2,048 numbers ers have made similar promises. than 20 of them reliable, but slower, than supercon-
online at its York-
and dead. in under 24 hours within 15 years. On the outside, IBM’s quantum town Heights, N.Y., ducting quantum computers. Quantin-
More important than understand- A growing worry is that a U.S. ad- systems are just imposing boxes. In- research center. uum President Tony Uttley says Hon-
ing the deep weirdness of quantum versary—China being the most side, they look far different than a eywell decided early on that the
mechanics is the fact that entangle- trapped ion approach would give the
ment and superposition give quantum company a chance to reach the market
computers phenomenal computa- sooner. “Our thesis was that if you
tional power. make really high-quality qubits, you
In conventional computing, com- can do more with those systems in
puting power grows linearly with an early stages of quantum computing,” he
increase in bits. But with entangled says. “We believe in a future with mul-
qubits, computing power grows expo- tiple kinds of quantum processors.”
nentially as you add more qubits. IonQ’s CEO, Pete Chapman, says
With three entangled qubits, you can the company has systems running on
get eight simultaneous calculations— all three of the leading cloud plat-
add a fourth qubit, and the system forms—AWS, Azure, and Google
can do 16 calculations in parallel. As Cloud—and contends that the com-
the number of qubits increases, even- pany will have commercial applica-
tually you get systems that can’t be tions running for clients by the end of
matched by conventional computing. 2023. “We have a shot at being the
To match the computing power of a first one there,” he says. “We should
system with 100 qubits, you’d need have the market to ourselves for the
Photograph by Mary Kang

the equivalent of 10 trillion years of next few years.”
classical computing time. Classical Other companies are taking differ-
computing solves problems by con- ent approaches. Start-ups PsiQuan-
sidering each potential solution se- tum and Xanadu use photons con-
quentially; quantum computing eval- trolled by mirrors and other devices.
uates all possible solutions ColdQuanta and Atom Computing
simultaneously. rely on neutral, or cold, atoms—
in three to four years—and then again

Tony Uttley, presi- in 10 years or so,” says Alphabet’s
dent and COO of
Quantinuum, left. Babbush. He sees some potential for
He says the technol- the earliest systems to find niche ap-
ogy at the heart of
Quantinuum’s
plications, including in financial ser-
“trapped ion” quan- vices, in the next few years.
tum computers, Richard Moulds, who runs Ama-
right, could help the
company reach the zon Braket, an AWS-hosted quantum
market fastest. computing research service, says the
cloud-based computing giant’s cus-
tomers “expect us to be a guiding
hand and to be ready with commer-
cial quantum infrastructure.” But, he
adds, so far the primary use of the
online quantum services is to build
better quantum computers.
“No one is using this in a produc-
tion sense,” Moulds says. “We’re still
discovering which applications are
likely to be the most useful. We’re
getting ready for quantum.”
IBM’s Gil views quantum comput-
ing as a high-stakes game that few
players will survive. To build quan-
tum hardware, he says, will take
“stamina, capital, and know-how.” He
suspects that there will be more pre-
tenders than successes. “I don’t think
there will be many players at the end;
rather than the charged atoms, or 1,000 qubit system by the end of company’s CEO earlier this month, you’ll be able to count them on one
ions, used by other technologies. Intel 2023—and 4,000 by 2025—and sees said in a recent interview that his hand. In the U.S., maybe two or three.
is working on “quantum dot” technol- commercial workloads evolving be- company has the fastest quantum It’s not for the faint of heart. On a
ogy and says that its expertise in chip fore the end of 2025. PsiQuantum has computers in the world, and next scale of one to 10 for technical diffi-
production can be applied to building vowed to develop a one-million qubit year will launch a system with 336 culty, it is a 10.”
quantum processing units, or QPUs. computer as soon as 2025. And it qubits, “opening the window where After a short period of hype, inves-
Microsoft is betting on a technology may take systems at that scale to quantum advantage really becomes tors have begun to recognize the long
called “topological qubits,” which, in reach quantum’s potential. James possible.” lead times. Small-cap quantum stocks
theory, have fewer errors than other Clarke, director of quantum hard- The real question is when quan- have been terrible performers this
approaches but which remain in the ware at Intel, says it will take at least tum computing will generate mean- year, particularly as investors flee
early research stage, with no func- one million qubits “to do something ingful revenue. “If I were to draw a high-risk assets. Rigetti is down 88%,
tioning systems to date. earth shattering.” graph of probability of quantum com- IonQ is off 71%, and D-Wave has lost
D-Wave, which recently went pub- Rigetti founder Chad Rigetti, who putations really assisting businesses 64%. The Defiance Quantum ex-
lic via a merger with a SPAC, offers an announced his resignation as the in making decisions—it would peak change-traded fund (QTUM) is down
approach called “quantum annealing” a more modest 27%, but that’s because
that is targeted specifically at solving the portfolio includes not only pure
optimization problems. D-Wave CEO plays like IonQ but also stocks such as
Alan Baratz, a longtime tech executive
Playing the Long Game Taiwan Semiconductor Manufactur-
The allure of quantum computing has attracted significant R&D investment from some of the world’s biggest
who in the late 1990s built the Java ing, Baidu, Microsoft, and Texas In-
tech companies.
software business at Sun Microsys- struments.
tems, contends that his company is Company / Ticker Approach Meanwhile, the big tech players in
“the only commercial quantum com- Alphabet / GOOGL Multipronged approach that includes developing full superconducting quantum system while also
quantum—Alphabet, Microsoft, and
puting company, working with real offering access to other systems via the cloud. Amazon.com—are all dealing with
companies on real applications.” Amazon.com / AMZN Via AWS, providing access to early-stage hardware from Rigetti, D-Wave and others, while also
broader business issues that have
For all the promise, today’s quan- developing full-scale superconducting quantum computer. weighed on their stocks.
tum revenue is virtually nonexistent. Baidu / BIDU Launched 10-qubit full-stack superconducting-based system in August 2022.
IBM is perhaps the only quantum
D-Wave’s June-quarter revenue, for player currently operating from a po-
Honeywell International / Holds majority stake in trapped-ion research spinoff Quantinuum, created in 2021 via merger with
Photograph by Theo Stroomer (2)
instance, was just $1.4 million. For the HON start-up Cambridge Quantum.
sition of strength. Its stock is up 10%
full year, the company sees revenue of this year.
IBM / IBM Developing full quantum stack using superconducting qubits. Already online with nearly three dozen
$7 million to $9 million. quantum computers; expects to reach 1,000 qubit system by 2025.
IBM’s Gil thinks that quantum will
be worth the work, and the wait. “The
D
Intel / INTC Sees an opportunity to leverage existing chip making capability with focus on “quantum dot” strategy.
espite the lack of current future of computing is bits plus neu-
commercial applications, Microsoft / MSFT Like Amazon, providing access to third-party hardware on its A.zure cloud platform, while also rons and qubits”—a combination of
developing novel “topological qubits” strategy.
companies have begun to conventional computing, quantum,
put timelines on major Nvidia / NVDA The company’s platform for building hybrid quantum and classical computers is called QODA. and artificial intelligence. “That is how
Opted not to build its own quantum computer.
breakthroughs. IBM intends to build a computing is going to run.” B
FUND PROFILE Talking With Nolan Anderson and Tom Carney

Co-Managers, Weitz Core Plus Income
Omaha’s
Unsung
Investors
BY LEWIS BRAHAM
I
f volatile derivatives, such as futures and credit-de-
fault swaps, are “financial weapons of mass destruc-
tion,” as Berkshire Hathaway’s Warren Buffett

once dubbed them, what are they doing in your low-
risk bond funds? Look at the annual reports of some
of the largest bond funds, and chances are you will
see several pages devoted to financial contracts that
can add both leverage and unique liquidity, as well as coun-
terparty risk, to their portfolios.
That’s one thing you won’t find in Weitz Core Plus
Income (ticker: WCPNX).

“It’s a U.S.-dollar cash-bond fund, i.e., good, old fash-
ioned fixed-income investing,” says co-manager Nolan An-
derson. “There are no derivatives, no options, no foreign
currencies, no non-U.S. dollar-denominated debt.”
Anderson, 42, and co-manager Tom Carney, 58, seek to
minimize downside risk. They also avoid hewing too
closely to the Bloomberg U.S. Aggregate Bond Index, the
influential bond benchmark known as “the Agg.”
“We allocate...capital based on the best risk-adjusted
returns we can find in the market broadly, whether or not
that is something that’s in the index,” Anderson says.
The flexible, but risk-conscious, strategy has paid off.
During a difficult period for bonds, the $368 million fund
has beaten 96% of its peers in Morningstar’s Intermediate
Core-Plus Bond fund category in the past five years, with a
1.8% annualized return. While the average fund in the cate-
gory is down 13.9% this year, due to the surge in interest
rates—bond prices move inversely to yields—Weitz is down
10.5%, while offering a below-average expense ratio of
0.50%. Now that inflation might be settling down and rates
are perhaps peaking, it’s a good time to consider this fund.
Carney and Anderson have managed the fund since its
July 2014 inception. They’re both University of Nebraska-
Omaha graduates, a significant connection as Weitz Invest-
ment Management is based in Omaha. Weitz’s founder,
Photograph by WALKER PICKERING

Wally Weitz, is sometimes called the “other will result in a one percentage-point change
oracle of Omaha,” a nod to the nickname in bond prices for every percentage-point
for Berkshire’s (BRK.A) Buffett, also based shift in interest rates. So, the fund’s 5.2-year Scoreboard: The China Factor
in that city and a renowned market prog- duration as of Sept. 30 would cause a 5.2%
Stocks showed gains, with the S&P 500 up 1.73%. Precious metals funds continued their rally, up
nosticator. In fact, Berkshire’s shareholders shift in the portfolio’s value for every rate-
3.58%, fueled by rising gold. More unsettling were China funds, hit by a new Covid wave, off 3.23%.
voted in April to have Weitz, 72, join their point shift. The Agg’s duration is 6.1. One Week Year-to-Date
company’s board of directors. Lately, the team has applied a “barbell U.S. STOCK FUNDS 1.35% – 15.26%
TOP SECTOR / Precious Metals Equity Funds 3.58 – 14.18
Carney originally worked at an Omaha approach” to duration, mixing long-term BOTTOM SECTOR / China Region Funds – 3.23 – 32.90
broker called Chiles, Heider & Co., starting 20-year Treasuries with short-term corpo- S&P 500 1.73 – 15.50
U.S. BOND FUNDS 0.28 – 9.77
in the mailroom at age 18, then working his rates. “We’re much more comfortable being Bloomberg Barclays AGG Bond 0.34 – 12.34
way up to the municipal bond trading desk. long duration Treasuries for the possibility
Weitz worked at Chiles, too, and got to know of something bad coming our way,” Carney The Week's Top 25
Carney before leaving in 1983 to found his says. “But for [corporate] credit, we’re Fund Investment
ABR 50/50Volatility Inst / ABRSX
Objective
Alt Mgd Futures
One Week
5.89%
Year-to-Date
– 32.9%
fund company. Carney joined Weitz in 1995 shorter and more high-quality.” OCM Gold Adv / OCMAX Precious Metals Eq 5.42% – 18.0%
Gabelli Gold I / GLDIX Precious Metals Eq 4.45 – 11.2
as a research analyst and equity trader, but Although the extra yield investors get Fidelity Sel Gold / FSAGX Precious Metals Eq 4.41 – 15.0
soon became manager of Weitz Short Du- for buying a corporate bond instead of a DFA UK Sm Company I / DFUKX European Region 4.39 – 23.4
US Glbl Gold&PM / USERX Precious Metals Eq 4.07 – 17.7
ration Income (WSHNX) and Weitz Ultra Treasury—known as the yield spread—has VanEck Intl Gold Y / INIYX Precious Metals Eq 4.07 – 15.9
Short Government (SAFEX) in 1996. become more attractive recently, Carney AQR SLS Equity CA R6 / QNZRX Alt Long/Short Eq 4.00 13.5
Invesco Gold & SM A / OPGSX Precious Metals Eq 3.96 – 17.9
Anderson spent some time in San Fran- says those spreads could widen more, espe- Allspring Prec Met A / EKWAX Precious Metals Eq 3.83 – 9.8
cisco working for Wells Fargo, but Carney cially in a likely recession. The fund has Fidelity Sel Semicnd / FSELX Science & Tech 3.82 – 27.8
Fidelity Adv Semicnd A / FELAX Science & Tech 3.81 – 27.4
ultimately lured him back to Omaha to be a 11% invested in high-yield bonds; its alloca- Easterly Snow SC Val I / SNWIX Small-Cap Value 3.79 – 0.2
AXS Alternative Val I / COGVX Multi-Cap Core 3.71 3.3
fixed-income analyst in 2011 and then this tion can get as high as 25%. Towle Deep Value / TDVFX Small-Cap Value 3.67 8.0
fund’s co-manager in 2014. He is now co- In high yield, Anderson favors retailer Amer Cent Gl Gold Inv / BGEIX Precious Metals Eq 3.65 – 14.5
Rydex Precious Metls Inv / RYPMX Precious Metals Eq 3.65 – 11.7
head of fixed income with Carney. Bath & Body Works (BBWI). It is a “cate- ABR 75/25 Vol Inst / VOLSX Alt Mgd Futures 3.61 – 26.5
The idea behind Weitz Core Plus Income gory killer in the specialty home-fragrance USAA Prec Met&Min Fund / USAGX Precious Metals Eq 3.58 – 14.8
FAM Dividend Focus Inv / FAMEX Equity Income 3.56 – 9.5
is to invest in bonds with longer durations— and body-care businesses,” he says, noting Oberweis Sm-Cap Opp Inv / OBSOX Small-Cap Growth 3.56 – 5.5
greater sensitivity to changes in interest its 60 million U.S. customers “shop, on aver- DWS CROCI EqDv A / KDHAX Multi-Cap Value 3.51 3.0
Oberweis Global Opp Inv / OBEGX GL Sm/Mid-Cap 3.45 – 24.5
rates—than the firm’s other income funds. Yet age, at the store three times a year.” Even Robinson Tx Adv Inc Inst / ROBNX Specialty Fixed In 3.45 – 8.7
EuroPac Gold A / EPGFX Precious Metals Eq 3.44 – 14.6
Carney and Anderson have some flexibility: though Bath & Body Works’ debt is rated
They can shift the portfolio to a longer dura- BB, Anderson bought its bonds yielding The Week's Bottom 10
tion—as they did this year—when rates on 10% earlier this year—as much as lower- Fund Investment Objective One Week Year-to-Date
long-term bonds are more attractive. And quality B-rated credits—as retailers’ debt Morg Stan I Gl End I / MSJIX GL Sm/Mid-Cap – 5.09 – 64.4
WM Blair China Growth R6 / WRCGX China Region – 4.95% – 39.8%
they can shorten the duration when rates are generally sold off in the pandemic. After a Berkshire Focus / BFOCX Multi-Cap Growth – 4.59 – 61.6
UBS All China Equity P2 / ACPTX China Region – 4.46 NA
low, as they did at the start of 2020, before rally, the yield is now closer to 8%. Baillie Gifford CE Inst / BGCBX China Region – 4.45 – 35.1
the corporate-bond selloff in the pandemic. As for the fund’s Treasury holdings, the Morg Stan I Inc I / MSSGX Small-Cap Growth – 4.43 – 57.4
Morg Stan Insight A / CPOAX Multi-Cap Growth – 4.43 – 57.7
Generally speaking, one year of duration advantage isn’t just better credit quality, but Templeton China Wd A / TCWAX China Region – 4.42 – 39.9
also greater liquidity. Many corporates Morg Stan I Disc A / MACGX Mid-Cap Growth – 4.40 – 60.5
Wasatch Greater Ch Inst / WGGCX China Region – 4.35 – 36.2

don’t trade daily, but the team can easily
Weitz Core Plus Income sell U.S. government bonds to meet share- The Largest 25
Total Return holder redemptions—or to buy corporate Assets 3-Year* 1-Week YTD
Fund Investment (billions) Objective Return Return Return
1-Yr 3-Yr 5-Yr bonds at fire-sale prices—during periods of American Funds Gro A / AGTHX $99.1 Large-Cap Growth 7.5% 0.39% – 27.4%
WCPNX -10.5% 0.1% 1.8% distress. Treasuries made up 25% of the American Funds Bal A / ABALX $89.2 Mix Tgt All Gro 5.5% 1.38% – 10.6%
fund at the start of 2020, but shrank to 15% Vanguard Wellington Adm / VWENX 88.9 Mix Tgt All Gro 5.6 1.74 – 12.8
Intermediate Core-Plus -14.0 -2.6 0.0
Fidelity Contrafund / FCNTX 85.3 Large-Cap Growth 8.6 1.32 – 25.2
Bond Fund Category by the year’s end as the pandemic selloff American Funds Inc A / AMECX 74.2 Mix Tgt All Mod 6.1 1.75 – 5.6
Top 10 Fixed-Income
occurred. Today, Treasuries make up 35%. Vanguard Tgt Ret2030 Inv / VTHRX 74.1 Mix-Asst Targ 2030 3.7 1.11 – 14.4
Issuers / Type of Debt Weighting This approach has helped the fund outper- Vanguard Tgt Ret2035 Inv / VTTHX 72.7 Mixed-Asset Target 2035 4.4 1.14 – 14.7
Dodge & Cox Stck I / DODGX 71.8 Multi-Cap Value 12.1 2.31 – 4.3
U.S. Treasuries / Government 34.5% form its peers during 2020 and this year. Vanguard Tgt Ret2025 Inv / VTTVX Mixed-Asset Target 2025 3.1 0.98 – 13.9
70.5
But Weitz Core Plus Income’s real differ- American Funds Wash A / AWSHX 69.7 Large-Cap Value 10.1 2.31 – 6.3
LAD Auto Receivables 2.2
Trust / Asset-Backed Auto entiator lately has been its investment in Fidelity SA US Tot Stk / FCTDX 66.4 Multi-Cap Core 10.8 1.54 – 14.5
PIMCO Income Inst / PIMIX 64.4 Multi-Sector Inc 0.4 0.22 – 8.3
Cerberus Loan 1.9
asset-backed securities—bundles of car,
American Funds ICA A / AIVSX 64.0 Large-Cap Core 8.7 1.61 – 13.9
Funding /Asset-Backed CLO credit-card, or small-business loans pack- Vanguard Tgt Ret2040 Inv / VFORX 62.8 Mixed-Asset Target 2040 5.0 1.22 – 15.0
HGI CRE CLO / Asset-Backed CLO 1.7 aged as a tradable security, or “securitized,” American Funds EuPc R6 / RERGX 61.6 Intl Large-Cap Growth 1.8 0.58 – 21.5
much like a mortgage bond. As of Sept. 30, Vanguard Tgt Ret2045 Inv / VTIVX 58.5 Mixed-Asset Target 2045 5.7 1.26 – 15.3
Pagaya AI Debt Selection 1.6 American Funds CIB A / CAIBX 58.3 Global Equity Income 4.3 1.63 – 6.9
Trust / Asset-Backed Consumer ABS comprised 29% of the fund’s portfolio, Vanguard PRIMECAP Adm / VPMAX 55.6 Large-Cap Core 9.7 2.04 – 11.4
Bath & Body Works / Corporate Bond 1.6
while making up just 0.4% of the Agg. American Funds FInv A / ANCFX 54.9 Large-Cap Core 7.8 1.61 – 14.3
The team analyzes the credit scores of the Dodge & Cox Income I / DODIX 53.0 Core Bond – 0.9 0.49 – 10.8
American Airlines AAdvantage 1.4 Vanguard Div Gro Inv / VDIGX 52.3 Equity Income 11.5 2.23 – 3.7
Loyalty / Corporate Bond individual borrowers whose loans are in the
Fidelity SA Core Inc / FIWGX 52.0 General Bond – 1.3 0.40 – 12.7
ABS, and the collateral underlying the secu- Fidelity Str Adv LgCp / FALCX 50.9 Large-Cap Core 0 1.69 – 13.6
KREF / Commercial Mortgage Backed 1.4
rities. For auto-loan ABS, lenders are well Vanguard Equity Inc Adm / VEIRX 47.9 Equity Income 11.2 2.66 2.7
BPCRE / Commercial Mortgage Backed 1.3 Vanguard Tgt Ret2050 Inv / VFIFX Mix-Asst Targ 2050 5.8 1.30 – 15.3
established, such as Banco Santander 46.9
LoanCore Issuer / Commercial 1.3 (SAN) and JPMorgan Chase (JPM). *Annualized 11/19/2019 to 11/23/2022. Through Thursday. Source: Lipper
Mortgage Backed
Such securities offer better yields and
Total 48.9% carry less credit risk than traditional bonds,
Note: Holdings as of September 30. Returns through November 21;
three- and five-year returns are annualized.
Anderson says. Preserving the portfolio’s
Sources: Morningstar; Weitz Investment Management gains is always the goal. B
I N C O M E I N V E ST I N G
Rising interest rates make this a good time to
assemble a bond ladder, taking advantage of
higher yields as they hit the market.
How to Build a Bond

market, and Treasury debt. say, 2026. That would maintain the
Granted, ladders won’t prevent portfolio’s three-year life span. If rates
losses if rates rise sharply. Duration keep rising, the investor could pick up
risk still matters quite a bit. “Bond a higher yield. One could also adjust
Ladder With Yields

prices will drop in real time as interest credit risk—say, with higher-yielding
rates go up,” says Bloom. “But if you corporates or Treasuries.
hold a bond to maturity and it does One consideration is what might
not default, you’ll get the return you happen if the Fed stops tightening and
From 4% to 5%
bargained for when you bought it.” market yields start to fall. The risk
That’s an important consideration then is that investors will have to rein-
for ladders to work effectively. vest proceeds from a maturing bond
The Invesco BulletShares 2027 or ETF into lower-yielding securities.
Corporate Bond ETF (ticker: BSCR) is Investors would still own some
down 10% this year, including interest, longer-maturity bonds that yield more
B
versus a 0.6% gain for the correspond- than newly issued debt, notes Samant.
ond ladders can be of fixed income and alternatives ETFs ing ETF that matures in December. As yields decline, bonds could also
rickety at times. But at Invesco. Duration is a bond’s sensi- One way to avoid losses may be generate capital appreciation, since
they may provide tivity to changes in rates. to hold an ETF to maturity. If, for ex- prices rise as yields fall.
protection against A ladder can be built with individ- ample, an investor sold out of the Another risk, primarily in the muni
volatile interest rates ual bonds, but it isn’t as simple as 2027 corporate bond ETF right now, and high-yield “junk” spaces, is callable
and offer ways to cap- using exchange-traded funds, which that could bring a loss, depending on bonds. Issuers can redeem these securi-
ture higher yields as handle the security selection, credit how long it’s been held. But the ETF’s ties at a specified date and would have
they hit the market. analysis, and trading. “With individ- assets should get back to par by 2027 incentives to do so if rates are falling.
The concept is straightforward: ual bonds, it can be a hefty task,” says when its bonds mature. Investors can Bondholders would then face reinvest-
Assemble a portfolio of individual By Lawrence C. Saraja Samant a fixed-income strate- avoid a loss of principal by holding ment risk. Callable features are rare
bonds or funds that mature at regular Strauss gist at Morningstar. the fund until then. in investment-grade corporate bonds,
intervals and reinvest the principal in Both iShares, through its iBonds though they’re more prevalent in high-
H
a new longer-term holding when the ETFs, and Invesco, with its Bullet- ow do you build a ladder? yield and munis, says Bloom.
nearest-term bond matures. Shares suite, offer ETFs that can be Keep it simple. An example If a bond is called, BulletShares
The market looks appealing for used to construct a ladder. These is an equal-weighted three- puts the proceeds into 13-week Trea-
ladders. The Federal Reserve is likely funds hold bonds that all mature in a year ladder that uses high- sury bills until the ETF is rebalanced
to push up yields at the short end of certain year. They distribute interest quality corporate-bond ETFs, maturing the next month. That’s also when the
the curve through mid-2023. That regularly and make a final payout at in 2023, 2024, and 2025. A ladder com- called bond is replaced by another
should benefit laddered portfolios the stated year of maturity for all of bining those three BulletShares ETFs corporate issue.
since their short-term holdings would the bonds in the portfolio. would yield 5.12% and have a duration One way to avoid call risk is to fo-
quickly roll off, providing principal to Investors also can use these ETFs of 1.45 years. cus on Treasury ETFs, says Samant.
reinvest at higher market yields. to build a laddered portfolio of differ- An investor could take the proceeds Treasuries pose no credit risk, though
“The simplicity of laddered port- ent bond categories, including corpo- from the ETF that expires in 2023 and they are highly sensitive to rates.
folios works well in this market,” says rate, high-yield, municipal, emerging reinvest them in an ETF maturing in, Bond ladders work best for inves-
Nisha Patel, who oversees separate tors who don’t worry so much about
account portfolio management at market gyrations, says Dan Genter,
Parametric, part of Morgan Stanley Ladder Up CEO of Genter Capital Management,
Investment Management. Here are options for building a three-year bond ladder with Treasuries and corporate bonds. As the near- which offers muni ladders. “They’re
Yields at the short end are looking term ETFs mature, investors could reinvest the proceeds at higher market yields if rates keep rising. suitable for someone who says, ‘All I
far more attractive than those at the care about is getting income; I don’t
Fund / Ticker 30-Day SEC Yield AUM (bil) YTD Total Return Expense Ratio
long. A six-month Treasury yields really care if it goes up or down, as
2023
4.7%, for instance. That’s well above long as my principal is safe,’ ” he says.
the 10-year yield at 3.7%, making it iShares iBonds Dec 2023 Term Treasury ETF/IBTD 4.37% $1.7 -2.0% 0.07% Bond ETFs maturing in the next
sensible to focus a ladder on short- Invesco BulletShares 2023 Corporate Bond ETF/BSCN 4.88 2.6 -1.3 0.10 few years now offer a smattering of
term paper at the moment. 2024 appealing yields, including 4.88% in
Indeed, ladders can be fairly short, iShares iBonds Dec 2024 Term Treasury ETF/IBTE 4.55 1.2 -5.0 0.07
Invesco BulletShares 20223 Corpo-
extending out just three years. In that rate Bond ETF and 8.6% in Invesco
Invesco BulletShares 2024 Corporate Bond ETF/BSCO 5.25 3.5 -4.7 0.10
scenario, a third of the portfolio would BulletShares 2025 High-Yield Cor-
roll off every year. 2025 porate Bond ETF.
With longer-dated bonds, investors iShares iBonds Dec 2025 Term Treasury ETF/IBTF 4.30 724 million -7.0 0.07 As long as you don’t fall off the
“pick up very little yield, but they Invesco BulletShares 2025 Corporate Bond ETF/BSCP 5.26 1.8 -6.5 0.10 ladder and sell before the ETFs ma-
massively increase their volatility and Returns, AUM and expense ratios as of Nov. 21. iShares 30-day SEC yields are as of Nov. 18; those from BulletShares are as of Nov. 21. ture, you should recoup your capital
duration risk,” said Jason Bloom, head Sources: Morningstar and company websites. to invest for another day. B
T ECH T RADER
Amazon shares are down 50% from their
November 2021 high. In 2008, a 56% decline set
the stage for a 270% rally.
As Amazon Stock
(META) ad business. leverage and additional expense con-
During the pandemic, Amazon trols should drive pretax earnings 18%
aggressively built out its platform— above Wall Street estimates in 2023,
head count has doubled since the end and 9% above the consensus in 2024.
Falls, E-Commerce Is
of 2019 to more than 1.5 million. Ama- The analyst sees Amazon profits of
zon has conceded it overshot and has $1.93 next year—way above the Street,
lately reversed course, cutting staff at $1.68. He sees pretax margins
and shuttering some warehouses. reaching 4.8% next year and 6.7% in
Set for a Comeback

That’s where things get interesting. 2024, up from an estimated 2.5% this
MoffettNathanson analyst Michael year.
Norton recently picked up coverage of One useful way to evaluate Ama-
the e-commerce sector, noting that zon’s e-commerce business, Norton
since 2001, online shopping has ex- writes, is by dividing its gross mer-
panded its share of the U.S. retail mar- chandise value—the total value of
ket from 1% to 14%. Norton thinks the goods sold—by square footage of
B
ack in July, I wrote a core business—online retailing. E-tail- trend will continue: “It’s more conve- warehouse capacity. He notes that
Barron’s cover story ers continue to take market share, but nient and often cheaper for a con- Amazon’s business by that measure
that made a bullish consumers have pared back spending sumer to shop online,” he writes. peaked in 2020—thanks to the Covid-
case for Ama- amid a macroeconomic mess that in- But in launching coverage, he rec- related shutdowns—at $1,255, falling
zon.com, tied to the cludes rising inflation, high interest ommended just one stock—Amazon. to an estimated $918 this year, as ca-
enormous long-term rates, and a potential recession. And unlike the case I laid out in my pacity expanded and growth slowed.
value of the com- Amazon’s revenue from online cover story, Norton’s approach largely But he predicts the measure will re-
pany’s cloud-computing arm, Amazon stores fell 3% in the March quarter ignores AWS and focuses on Ama- bound to $1,058 a square foot by 2025.
Web Services. Mea culpa. Amazon and then 4% in the June quarter, be- zon’s e-commerce arm, which he “Profit beats and declining capital
shares have since fallen 25%, amid By Eric J. Savitz fore bouncing back to 7% growth in thinks is undervalued. intensity are the formula for multiple
concerns about the near-term growth the September quarter. For the holiday Norton’s argument is that Amazon expansion,” Norton adds. “For three
prospects for both the company’s core period, Wall Street analysts project a has been slowly turning around, pay- years, Amazon has experienced multi-
e-commerce business and for AWS. flat quarter compared with a year ago. ing new attention to its cost structure. ple compression as [pretax earnings]
While those worries are valid, I’m That seems alarming—most estimates He estimates the company spent $81 estimates declined and capital intensity
more convinced than ever that it makes for the holiday shopping season still billion on fulfillment and transporta- was greater than expected. We believe
sense to buy Amazon.com (ticker: project at least modest growth in over- tion infrastructure from 2020 through we are at the end of the tunnel.”
AMZN) shares for the long haul. So, all online sales. 2022 and that Amazon is now posi- Amazon shares have dropped by
while shopping for Squishmallows and But online stores are just part of the tioned to reap the rewards. about 50% since their November 2021
Barbie Dreamtopia Mermaid dolls over e-commerce story for Amazon. The The analyst thinks Amazon will peak, losing nearly $1 trillion in market
the holiday season, you might want to company has an enormous infrastruc- show improving unit economics on value in the process. But as Piper’s
commit a few bucks to Amazon shares, ture of warehouses and delivery work- fulfillment as it reins in costs. Norton Champion notes, a 56% decline in
as well. ers, which power its third-party seller expects the company’s spending on 2008 set the stage for a 270% rally
AWS has clearly been a soft spot services business, as well as a growing fulfillment and transportation to drop over the following 12 months. Past per-
since my bullish story. Revenue advertising arm that helps Amazon from an estimated $25 billion this year formance, as they say, is no guarantee
growth has been slowing faster than sellers draw attention to their wares. to $10 billion in 2025. of future results. But given Amazon’s
expected, and analysts now expect The third-party business should reach Norton’s view is that Wall Street dominant position in cloud computing
25% growth in the December quarter, $125 billion in 2023, while the ad seg- estimates are too high for capital ex- and e-commerce, I like the odds. This
down from 40% a year earlier. ment should top $44 billion, more than penditures and too low on free cash holiday season, Amazon shares could
But as Piper Sandler analyst a third the size of Meta Platform’s flow. He thinks improved operating be the gift that keeps on giving. B
Thomas Champion wrote this past
week, AWS controls more than 50% of
the cloud market and remains on track
to hit the $100 billion revenue mark in
2023. That’s more than triple the level
at Salesforce (CRM), which is growing After a long stretch of shrinking profits
at half the rate of AWS. Give Amazon’s
and growing expenses, Amazon is “at the
Sean Rayford/Getty Images
cloud unit a comparable valuation, and

it would represent more than half of
Amazon’s current market cap of end of the tunnel,” writes MoffettNathanson
around $940 billion. And, as I argued
in July, I think the business is easily analyst Michael Norton. He expects
worth more than that.
But I want to focus on Amazon’s improving sentiment around the stock.
Q&A An Interview With David Rubenstein

Co-Chairman, The Carlyle Group
A Private-Equity
when I’m filming something for
Bloomberg, the camera guys come up
to me and ask about Bitcoin, and show
me their iPhones and all the crypto-
currencies they’re following. You have
Titan on Crypto,
to wonder if that’s a sign of the top of
the market. But if you go back to the
beginning of the internet, people
never foresaw the way it would
change our lives. It may be that, right
now, we just can’t see how crypto is
Inflation, Deals
going to change them.
Did you invest in FTX?

I didn’t. My family-office team looked
at FTX at the $30 billion valuation
[earlier this year]. It didn’t move for-
ward, and the memo never reached
BY JOE LIGHT me, but the other day they showed me
D
what they had prepared. The memo
avid Rubenstein co- conversation follows. pointed out all the concerns about
founded The Carlyle conflicts of interest. There wasn’t a lot
Group in 1987, and it has Barron’s: FTX, the second-largest of transparency.

since become a private- cryptocurrency exchange, is in
equity behemoth with bankruptcy, and its founder, Sam We recently got some data points
$369 billion under man- Bankman-Fried, is accused of mis- suggesting that inflation might be
agement and 29 offices using customer funds. You inter- turning the corner. Could that lead
across five continents. A lawyer by viewed him for your own show this the Fed to pivot on interest rates?
training, Rubenstein is now Carlyle’s summer. Could we have seen some- Powell isn’t an economist. So, he has
co-chairman, but he wears many hats, thing like this coming? the advantage of not speaking in Fed-
as a philanthropist, author, and host David Rubenstein: A lot of times, speak. He’s good at explaining what
of two shows on Bloomberg Television. young people have some really clever he’s doing. He’s a numbers person, and,
This year has seen a worsening ideas, and they can do things older as he says, he’s going to follow the data.
landscape for private equity, with high people can’t imagine. He seemed to be That said, 2% [inflation] might be a
inflation, rising debt costs, and a poor intelligent, and to have built a very good bit tough to get to. Normally, when the
fund-raising environment for much business in a short period of time. I was unemployment rate goes up, inflation
of the industry. Rubenstein has seen willing to be swept up in the idea that comes down. This is an unusual labor
such economic conditions before: He maybe he’s smarter than people my age market. You normally have 66% of the
worked in the White House during can understand. It’s clear, from what I adult population in the workforce, and
administration of President Jimmy have read in the press now, that there now it’s 62%. A lot of people 55 and
Carter. His career also included a stint seems to have been some activity that older haven’t come back, post-Covid.
working alongside Federal Reserve was inappropriate, illegal, fraudulent, I don’t know whether we can get the
Chairman Jerome Powell, whom whatever you want to call it. I don’t unemployment rate to go as high as it
Rubenstein hired at Carlyle in 1997. have the facts. My view is that you needs to be to get inflation down. But healthcare, not only in the U.S., but
Lately, Rubenstein has been con- shouldn’t put more money into any if inflation falls another month and also around the world. It is one of the
ducting scores of interviews of his own, cryptocurrency than you’re prepared to another, people will feel, OK, it doesn’t fastest-growing and likely most stable
for both his television shows and his lose. If you enjoy going to Las Vegas, have to go to 2%. The right trend is all areas of economic growth. When I
most recent book, How to Invest. It fine, as long as you allocate money that we care about. The Fed is likely, at some worked in the White House in the late
includes 23 Q&As with investors rang- you can afford to lose. This event will point, to get off the 2% target and maybe ’70s, 7% to 8% of U.S. GDP was in
ing from BlackRock CEO Larry Fink likely lead to greater regulation and accept inflation at 3%. By the end of healthcare. Today, it’s roughly 20%.
to hedge fund managers Seth Klarman a shrinking of the industry for a period next year, inflation will be going in the People realize if they spend money,
Kevin Wolf/AP/Shutterstock
and John Paulson. of time. I don’t think the industry will right direction, and if it does, you’ll they get better treatment and are going
Rubenstein recently spoke with disappear. probably see some easing by the Fed. to live longer. As more people around
Barron’s about what makes those the world become wealthier, they
investors successful, the economic Your family office has investments Where do you see investment increasingly have the same view that
environment, and whether anyone in the crypto industry. What do opportunities right now? Americans do.
could have seen the crypto meltdown you see as its value? Right now, at Carlyle, an enormous
coming. An edited version of the I get nervous at times. Sometimes, percentage of our investments go into Any other sectors?
“Right now, at Carlyle, an enormous percentage of our investments

go into healthcare, not only in the U.S. but also around the world.” David Rubenstein
David Rubenstein, But there is money out there for good

seen here at an
event at the Ken- funds.
nedy Center for the
Performing Arts in
Washington, D.C.,
Is it getting harder to find good
worked in the White places to put that money?
House during When buyouts first came along in the
the Carter’s admin-
istration, and hired ’80s and ’90s, people were looking for
Jerome Powell, the net internal rates of return of 20% a
current Federal year. Today, because interest rates have
Reserve chairman,
in 1997 at The Car- been low for a while, and because
lyle Group. there’s more competition, people are
willing to accept lower rates of return,
say, 17%. Is it harder to find deals? It’s
not easy, but people are willing to ac-
cept somewhat lower rates of return,
and therefore, you can probably still
get deals done. Today, it’s hard to do
large buyouts because the debt capacity
isn’t quite there in the markets. But
there’s still a fair amount of deals
getting done, midsize deals.
Among the investors you inter-

viewed for your book, what were
some common traits that made
them successful?
They tend to be pretty good students.
A lot of them have graduate degrees.
One of the good things they have that
I don’t have is the ability to forget their
losses. They make mistakes and get

over it quickly. They also have an in-
tense, incredible intellectual curiosity.
They’re not just reading things that
relate to areas of investing. They’re
reading everything. You never know
what information will be useful to you.
And they tend to be doing this because
they enjoy it. The people that I’ve inter-
viewed all made a lot of money. They
don’t need to be working for a living.
What’s the missed opportunity

Financial services. As people get you say the same thing? It’s harder to raise money in the U.S. that you have trouble forgetting?
wealthier in the U.S. and around the The average investor shouldn’t try to be than it was a couple of years ago. U.S. Well, when Mark Zuckerberg was at
world, they want to use their money Warren Buffett. It’s just too difficult to public pension funds have less money Harvard, my son-in-law, now, and my
more efficiently. There are a number beat the markets. If you do for one or to allocate because the markets are daughter were there as students, and
of areas in the next five years that will two years, you’re going to think you’re down 20%. Sovereign-wealth funds they described this company that he
do well in growth capital and venture, a genius, just like when you go to Las are a different kettle of fish. In the was starting, and I said, it’s a dating
including artificial intelligence, com- Vegas and you win for a couple of days, Middle East right now, there’s an service. They said, yes, but it’s not
putational biology, quantum comput- you think you’re a genius, and then you enormous amount of capital available going to be only for Harvard students.
ing, and Crispr-related investments. lose it all. If you get some pleasure out to invest in alternatives, because oil It’s going to be a dating service for all
Despite the cryptocurrency-related of it, that’s a different situation. But if prices have been high for some time. kinds of schools. And I said, I’ve seen
challenges of today, things related to you’re only looking for a rate of return, If you have a very good track record, these dating services before. They’re
blockchain technology are likely to an index fund is the best bet. and you’re a well-known commodity, not going anywhere. So I didn’t invest.
see a fair amount of growth, as well. you can raise money readily. There’s I’ve made a lot of mistakes.
What is your outlook for private more competition than before. You
For individual investors, would equity? have to spend more time raising it. Thanks, David. B
THE EC ONOMY
Even as money growth is stalling, bank credit
growth is booming, points out Joseph Carson,
former chief economist at AllianceBernstein.
Borrowing Surge
in real-world measures, she adds. ley Advisory Group, writes in a client
Domestic corporate revenue is about note that Best Buy (ticker: BBY) said
$2 trillion above where it would have on its call following its strong earn-
been under the pre-Covid trend, while ings report that customers increas-
Makes Quick End to

consumers’ pay is about $1.5 trillion ingly are using credit, rather than
higher. While there are signs of slow- debit, cards.
ing growth in these measures, their Still, the contrast between the
still-elevated levels risk keeping wage sharp slowing in M2 (which went neg-
Rate Hikes Unlikely

inflation rising. ative, on a month-to-month basis, in
Even as money growth is stalling, September and October) and strong
Joseph Carson, former chief economist expansion in credit is puzzling. What
at AllianceBernstein, points out that should be done about this?
bank credit growth is booming. Loans “If money and credit are sending
to businesses and consumers, and for conflicting signals, then the Fed
T
real estate, are accelerating at the fast- should concentrate more on control-
hose of us of a it’s shrinking its balance sheet by $95 est pace since 2008, he writes in his ling the supply of the aggregate that
certain age recall billion a month. Combined, these two blog on LinkedIn. has shown a closer link to aggregate
a time when the moves shrink the money supply. Why the disparity between money spending. And here credit may have
money supply But fretting over excessive Fed tight- supply and bank credit? Again, the the edge.” That was written by former
numbers from ening seems overdone, for two reasons: difference can be traced to the pan- Fed boss Ben Bernanke for the Phila-
the Federal Reserve Dollars pumped in by the pandemic demic stimulus. No one needed to delphia Fed’s Business Review, before
sent shock waves stimulus remain in consumer and borrow while the government was he joined the central bank. If his anal-
through the financial markets, much corporate accounts, and bank credit showering the economy with “stim- ysis is right, the Fed must do more to
as the jobs or inflation reports do now. is booming, providing more fuel for mies,” Carson notes in an email. restrain inflation.
That was back in the late 1970s and By Randall W. spending. Both point to further Fed Consumers may be reverting to their Lazar says that the fed-funds target
early 1980s, when the Fed supposedly Forsyth interest-rate increases. pre-financial-crisis ways, when they must be raised to the rate of nominal
used the data to guide its monetary The slowing in money growth, says were confident enough to borrow be- gross-domestic-product growth, plus
policy to break the back of inflation. Nancy Lazar, the veteran economist cause they were confident about em- inflation. She sees nominal GDP ex-
But the connection between the who heads macro research at Piper ployment, Lazar observes. To be sure, pansion slowing sharply next year to
money measures and the real econ- Sandler, is the good news. The bad there also could be distress borrowing 4% from 9% recently. If so, the Fed
omy later broke down, and the atten- news is that M2, at $21.4 trillion, is among lower-income consumers strug- should lift the fed-funds rate to two
tion paid to them dwindled. still very elevated, by about $4 trillion gling to keep up with inflation. percentage points above nominal GDP,
That is, until recently. Growth in over where she estimates it would be And she adds that people must be or about 6%, she says. That would be
the M2 measure, which consists of had it stayed on its prepandemic confident to ante up 16% to pay with well above the peak priced in the fed-
currency, checking, and other trans- growth track. That extra money plastic. On that score, Peter Boock- funds futures market on Friday—a
action and retail savings accounts, remains in the economy is evident var, chief investment officer at Bleak- shade over 5% by mid-2023.
has collapsed to about 2% below the A sharp slowing in monetary
level a year ago. That’s a stunning growth hits asset prices before it affects
reversal from the explosion in the Money Matters but Credit Counts the real economy. When money supply
money supply from pandemic mone- Bank credit to businesses, consumers, and real estate hasn’t boomed like this since 2008, providing expands more slowly than nominal
tary and fiscal stimulus; year-over- fuel for growth but no restraint to inflation. GDP, less liquidity is available to sup-
year, M2 expansion peaked at 27% Year-over-year change in bank lending port stocks and bonds, as is evident in
in early 2021. 20% the sharp drop in their prices this year.
The slowdown in M2 has revived Whether one looks at the excess
memories of the Great Depression, M2 overhang from the past stimulus
15
which, according to the monetarist noted by Lazar or the strong credit
explanation popularized by Milton growth cited by Carson, the markets
10
Friedman and Anna J. Schwartz, re- may be too optimistic about an early
sulted from a one-third contraction end to rate hikes.
5
in the U.S. money stock that the Fed While the size of Fed rate increases
failed to counteract. By this reading is likely to slow to one-half percentage
0
of history, the central bank might be point at the Dec. 13-14 policy meeting,
repeating this blunder. after a string of four hikes of three-
-5
This year, the Fed has hiked its key quarters of percentage point, the cen-
federal-funds rate aggressively, from tral bank has further to go than the
-10
near zero to 3.75%-4%, with at least bulls expect. B
1974 ’80 ’90 2000 ’10 ’20
another percentage point aggregate
Source: Federal Reserve Bank of St. Louis
increase anticipated. At the same time, email: randall.forsyth@barrons.com
MARKET WEEK
November 21 through November 25, 2022
Euro Trader P. 32 Power Play P. 35

Emerging Markets P. 32 Charting the Market P. 37
Striking Price P. 33 Winners & Losers P. 38
Commodities P. 34 Market View P. 39
Inside Scoop P. 35 Statistics P. 40
13D Filings P. 35
MARKET PERFORMANCE DASHBOARD
Dow Jones Industrials S&P 500 Nasdaq Composite Health Care Select Sector SPDR ETF
34,347.03
52-wk: -1.58% YTD: -5.48% Wkly: +1.78%
4026.12
52-wk: -12.37% YTD: -15.53% Wkly: + 1.53%
11,226.36
52-wk: +-27.53% YTD: -28.24% Wkly: +0.72%
$137.15
52-wk: +3.93% YTD: -2.65% Wkly: +1.92%
3%
Disney Rising Retail Saves the Day
Monday was a sleepy day on Wall Street, Better-than-expected earnings from retailers
save for news of Bob Iger’s return as like Abercrombie & Fitch on Tuesday drove
Disney’s CEO. Shares of the entertainment stocks higher, renewing faith in the sector’s 2
giant gained 6%, while the S&P 500 ability to withstand a downturn.
slid 0.4%. The S&P 500 gained 1.4%.
1
Thanksgiving
Fed Relief Hangover
Stocks ticked higher on Wednesday, Market activity was 0
with the Nasdaq Composite climbing 1%, mixed in Friday’s
after minutes from the Federal Reserve’s shortened trading
November meeting indicated that the day. The Dow Jones
-1
central bank will soon slow the path industrials closed up
of interest-rate hikes. 0.5% to end the

week up 1.8%.
-2
Monday Tuesday Wednesday Friday Close
Note: Markets were closed on Thursday for Thanksgiving. Source: Barron’s Statistics
A
s the Thanksgiving turn to take hold in the first half of the S&P 500 was wiped out at the index’s
THE TRADER tryptophan coma

wears off, it’s time to
come up with a game
year. For investors, that looming reces-
sion may prompt the feeling that there
is nowhere to hide—but in every mar-
low this year, but since October, it has
come marching back and is now down
a mere 15.5%. Meanwhile, the yield on
plan to navigate the ket, there are pockets to protect capital the 10-year Treasury note stands
last month of 2022 and perhaps even to profit. around 3.75% after topping 4.2%.
and what is likely The first thing investors will want to (Bond yields move in the opposite
As Markets to be a challenging market next year,

despite a solid holiday-shortened
do is tend to their housekeeping, which
is to consider making tax-loss-harvest-
direction of prices.)
“This argues for taking chips off the
Claw Their trading week.

The S&P 500 index closed up 1.5%,
By Carleton
English
ing trades to book 2022 losses so that
they can be used to offset future gains.
table and building some dry powder,”
Samana tells Barron’s.
Way Back,
while the Dow Jones Industrial Aver- With major indexes creeping into bear What to do with all the cash? Let-
age was up 1.8%, and the Nasdaq market territory this year, it’s likely ting some of it sit isn’t as bad of an
Composite finished up 0.7%. Enjoy it that investors are already sitting on idea as it was just a few years ago.
Consider while it lasts.
If this year was marked by worries
an arsenal of booked losses.
Step two: Take advantage of the
Savers are finally starting to earn
some interest—one of the few benefits
These Moves over inflation and fears of a coming
recession, 2023 is expected to be the
recent tactical rally in the equity and
fixed-income markets, suggests Sameer
of the Federal Reserve’s rapid interest-
rate increases this year. While those
culmination of those worries, with Samana, senior global market strategist hikes sparked downturns in 2022,
many on Wall Street expecting a down- at Wells Fargo. Nearly a quarter of the their full effect may not be felt until
next year, which means there will probably Maybe, but when fear and liquidity issues
be more volatility ahead. hit any financial asset, forced selling pushes
“Monetary policy comes with a long and prices down further and faster than funda-
variable lag,” Samana explains. “It all comes mentals alone would imply.
to roost next year.” While he expects to see a Bears who don’t like crypto fundamentals
recession in 2023, he was careful to note that should watch out for an end-of-fear bounce
it would be much more moderate than the that typically follows events like the FTX
POCKET
2008-09 financial crisis. “We don’t see evi- bankruptcy. Crypto assets won’t go down
dence that households are overextended like in a straight line. Nothing ever does.
they were in the lead-up to 2008,” he says. With all of the recent chaos, it’s still fair
Cash isn’t the only attractive option for to ask what just happened. FTX founder
next year. The expected downturn means Sam Bankman-Fried blamed a classic
that a lot of assets will be good buying bank run. “There was too much leverage—
MONEY
opportunities for longer-term investors— more than I realized,” he tweeted on Nov.
assuming they have the gumption to buy 15. “A run on the bank and market crash
even when the market still looks volatile. exhausted liquidity.”
Chris Senyek, chief investment strategist Bank runs aren’t easy to understand, but
at Wolfe Research, recommends focusing everyone knows more about them than they
on defensive sectors such as healthcare and realize, thanks to Frank Capra’s film It’s a
GET ALL THE consumer staples. In addition to downside

protection, investors get dividends. The
Wonderful Life. Bailey Bros. Building & Loan
experienced a run in that film. Jimmy Stew-
Health Care Select Sector SPDR art’s George Bailey tried to reason with his
TOOLS, INSIGHTS exchange-traded fund (ticker: XLV) is down
3% this year and yields 1.5%, while the Con-
customers, telling them the assets of his
lender were essentially houses that couldn’t
AND EXCLUSIVE sumer Staples Select Sector SPDR ETF

(XLP) is off by 1% and yields 2.5%.
be converted into cash quickly.
FTX, Bankman-Fried’s brokerage, had
“Focus on these until there is more sign of about $9 billion in liabilities before it filed
CONTENT WITH THE a turn,” Senyek tells Barron’s, noting that he
doesn’t think the market has bottomed yet.
for bankruptcy. The asset side of its balance
sheet held what turned out to be illiquid
MARKETWATCH APP.
Senyek is neutral on energy in the short assets, including so-called Serum tokens
term, as he’s skeptical there will be an in- that couldn’t readily be converted into cash
crease in demand, given the slowing global without tanking the price.
economy and questions over China’s reopen- Exactly how FTX found itself in this
ing. Banks have been unfairly punished, he situation is for regulators and authorities to
says, though he remains cautious in a down- unravel. FTX didn’t respond to a request
turn as investors fret about credit quality. for comment about recent events or its bal-
“If they get through the cycle, banks are ance sheet.
one of the first groups you will want to hold Serum tokens have dropped from
coming out,” Senyek says. roughly 80 cents to 25 cents in the fallout.
At least there’s something to look Bitcoin, the biggest cryptocurrency, is
forward to. caught up in all this, too, falling in value
from roughly $20,000 to $16,000.
Searching for a Crypto Bottom Those looking for a Bitcoin bounce might
N
SCA DE
Since the FTX debacle, crypto-related assets be disappointed. “Recent volatility in the
have gotten crushed. Crypto bears believe cryptocurrency market has generated a
CO that a bubble has popped and some sanity is long-term breakdown in Bitcoin below key
THE
GHEEATPP
slowly being restored to financial markets. support near $18,000,” wrote Fairlead Strat-
Vital Signs
T Friday’s
Close
Week’s
Change
Week’s
% Chg.
Friday’s
Close
Week’s
Change
Week’s
% Chg.
DJ Industrials 34347.03 +601.34 +1.78 Barron’s Future Focus 855.26 +10.84 +1.28
DJ Transportation 14442.58 +187.78 +1.32 Barron’s Next 50 2182.84 +11.31 +0.52
DJ Utilities 972.06 +32.73 +3.48 Barron’s 400 979.48 +18.29 +1.90
DJ 65 Stocks 11429.22 +212.36 +1.89 Last Week Week Earlier
DJ US Market 984.26 +14.93 +1.54 NYSE Advances 2,426 1,484
NYSE Comp. 15605.67 +295.91 +1.93 Declines 935 1,928
NYSE Amer Comp. 4670.11 +100.55 +2.20 Unchanged 81 70
S&P 500 4026.12 +60.78 +1.53 New Highs 189 192
S&P MidCap 2559.56 +48.93 +1.95 New Lows 136 131
S&P SmallCap 1232.44 +14.30 +1.17 Av Daily Vol (mil) 3,174.9 4,366.3
Nasdaq 11226.36 +80.29 +0.72 Dollar (Finex spot index) 106.05 106.93
Value Line (arith.) 8923.66 +148.30 +1.69 T-Bond (CBT nearby futures) 127-19 125-14
Russell 2000 1869.19 +19.46 +1.05 Crude Oil (NYM light sweet crude) 76.28 80.08
@2022 DOW JONES & COMPANY,INC.
ALL RIGHTS RESERVED. 4E6054 DJ US TSM Float 40449.27 +601.82 +1.51 Inflation KR-CRB (Futures Price Index) 273.25 276.40
Gold (CMX nearby futures) 1753.30 1751.90
Industry Action
Performance of the Dow Jones U.S. Industrials, ranked by weekly percent change.*
Basic Materials 3.08%

Utilities 2.41
Consumer Goods 1.87
Technology 1.58
Industrials 1.57
Consumer Services 1.52
Financials 1.51
Health Care 1.25
REAL ESTATE SECTOR OF

Telecommunications 0.81
Oil & Gas 0.68
egies founder Katie Stockton on Wednesday.

Source: S&P Dow Jones Indices
like those on common stock, usually are

THE S&P 500 IN ONE ETF
She sees prices heading down around taxed favorably. Most preferreds with a $25
$14,000 in coming months. face value—the so-called retail market— Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF
CappThesis founder Frank Cappelleri trade on the New York Stock Exchange. This
sees some technical trading support for makes them more liquid and transparent An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a
Bitcoin around $15,000, but like Stockton, than either corporate or municipal bonds, prospectus, which contains this and other information, call 1-866-SECTOR-ETF or visit www.sectorspdrs.com. Read the
he doesn’t observe a reason for a big post- which change hands in the more-opaque prospectus carefully before investing.
FTX bounce. Cappelleri does note some sup- over-the-counter market. All ETFs are subject to risk, including possible loss of principal. Sector ETF products are also subject to sector risks and non-diversification risks, which generally
port for Coinbase Global stock (COIN) at “The risk/reward is great,” says Allen results in greater price fluctuations than the overall stock market. Ordinary brokerage commissions apply.
about $40, “which lines up with the May Hassan, a managing director and head of The S&P 500 is an index of 500 common stocks that is generally considered representative of the U.S. stock market. You cannot invest directly in an index.
low point,” he tells Barron’s. Coinbase is a preferred stock trading at Ziegler Securi- ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust.
crypto broker, similar to FTX, and its shares ties. Selling pressure in the sector has
were caught up in the crypto shock just like abated, he adds.
the cryptocurrencies. The $350 billion market has been hit hard
Coinbase stock fell from roughly $75 to by the sharp rise in interest rates this year,
hit a post-FTX low of $40.68 on Monday. It since most preferreds are perpetual, making
now sits at around $44. The selling pressure them like super-long-term bonds. Many
Great
might be over for now. (In this bank-run-like issues are down 30% in price, and the lead-
episode, Coinbase is actually the Bailey Bros. ing ETF, iShares Preferred & Income
Building & Loan figure. Bailey was the vic- Securities (PFF), has dropped almost 20%
tim of a run that started at the local bank.)
Traders looking to take advantage of
this year, to $32 a share, and yields 6.1%.
Banks are the largest issuers, and repre- taste is a
full-time
market dislocations arising from nonfunda- sentative securities like the JPMorgan
mental selling pressure might want to look Chase 4.625% series L (JPM Pr L) and
at Coinbase instead of the currencies traded Wells Fargo’s 4.75% series Z (WFC Pr Z)
on its platform.
Whether cryptocurrencies and broker-
yield about 6%. AT&T’s 4.75% series C issue
(T Pr C) fetches about $18 for a 6.5% yield. job.
© 2022 Dow Jones & Company, Inc. All rights reserved. 4E6016
ages are a good investment for the long run The more speculative Ford Motor 6.5% (F
remains a heated debate. ARK Invest’s Pr D) trades around $23 and yields 7%. All
Cathie Wood says that Bitcoin will be worth of these trade below their face value of $25.
$1 million apiece by 2030. Berkshire Hatha- Hassan points to Prospect Capital’s
way Vice Chairman Charlie Munger calls series A 5.35% issue (PSEC Pr A), trading
crypto a combination of fraud and delusion. around $16 and yielding 8.5%. (Prospect
The truth may well lie somewhere in Capital is a business development company.)
between. — Al Root Another option is Lincoln National’s recent
9% issue (LNC Pr D) that trades around
Revisiting Preferreds $26.50, a premium to its face value of $25. It
There still is plenty of yield in the depressed has a yield of 7.5%, assuming the company
preferred-stock market—even after the re- redeems the issue in five years.
cent half-point yield decline in the Treasury Call features normally limit upside on
10-year note to 3.7%. preferreds, but the return profile is more
Many preferred issues yield 6% or more symmetric now with so many preferreds at Mansion Global Boutique has everything you need to showcase
and offer investors good dividend security big discounts to face value. Hassan says this your unique style, whether it’s your first home or your fourth.
since they are a senior form of equity. Pre- feature is attracting investors to deeply dis- mansionglobal.com/boutique
ferred holders also benefit since dividends, counted parts of the sector. — Andrew Bary
EUROPEAN TRADER E M E R G I N G M A R K E TS
Germany’s Economy Oil Price Caps Lack Bite,
Is Looking Brighter But Russia Is Still Losing
By Brian Swint furt. “The outlook compared with two By Craig Mellow feind says.
months ago has improved. But it’s still Brent crude climbed 1.5% to $86.64 a
I T
t hasn’t received a lot of attention pretty poor, and there will almost cer- he Western powers are wimp- barrel on Friday. West Texas Intermedi-
that the outlook for Germany’s econ- tainly be a recession.” ing out on a promise to cap ate, the U.S. standard, rose 1.7% to $79.66
omy, Europe’s largest, is consider- German gross domestic product in- Russia’s oil export revenues. a barrel.
ably better than it was just a few creased 0.3% from July to September. Or they are letting the market, Russia is losing a lot more than the
months ago. That was mainly driven by pent-up con- plus a healthy dose of bureaucratic fog, extra shipping cost for selling to Asia
Prospects looked dire earlier in the year. sumer demand for restaurants and lei- do their work for them. Depends how instead of Europe, which comes to about
Russia’s invasion of Ukraine cut off a sig- sure as lockdowns eased. But industrial you look at it. $1.50 a barrel, according to Omar Nokta,
nificant portion of the country’s national output also increased. By Friday, the G-7 remained in closed- marine shipping analyst at Jefferies.
gas supplies. Energy prices spiked, and A mild winter might yet mean that the door talks on a price cap due to take ef- “I would characterize Urals as already
inflation shot up. That prompted the Euro- country’s gas supplies don’t need to be fect on Dec. 5. Leaks steered expectations a distressed crude,” Kornfeind says.
pean Central Bank to start raising interest rationed, and the government has prom- toward $65 to $70 a barrel. That’s...about The EU stopping its own Russian oil
rates for the first time in a decade. ised considerable support for households where prices are now. imports will also have consequences.
As the roadblocks piled up, the fore- with higher energy bills. Slowing infla- So is Vladimir Putin laughing all the Moscow has shifted about two thirds of
casts for a painful recession in Germany, tion could help consumers maintain their way to his missile launcher? Maybe not. seaborne exports away from Europe.
which accounts for a third of the euro strength. But first a bit of background. That still leaves roughly a million barrels
zone, came rolling in. If so, some beaten-down consumer- Back in June, the European Union, a day, plus 500,000 or so heading West
And yet, the economy unexpectedly goods stocks might be worth a look. Russia’s largest traditional oil customer, through the Druzhba pipeline, says Craig
grew in the third quarter. Consumers Adidas (ADS.Germany), the Bavarian pledged to halt all imports as of Decem- Kennedy, an associate at Harvard’s Davis
lifted spending after saving through the maker of shoes with the three-stripe logo, ber. It also banned EU insurance compa- Center for Russian and Eurasian Studies.
pandemic, accounting for most of the has fallen about 51% this year. It trades at nies from covering shipments of Russian All that output may migrate to India,
strength in the period. Gas prices re- 26 times this year’s expected earnings oil anywhere. The United Kingdom China, and elsewhere over time. The pro-
treated, alleviating the crunch on indus- and is valued in line with peers. joined in. The two entities control 95% of cess won’t be simple or cheap for a tanker
try, and the country scrambled to maxi- Puma (PUM.Germany), its rival the tanker insurance market, so this industry whose rates have already tripled
mize gas storage for the winter. maker of sports gear, has done even looked like a staggering blow. this year, though. “It’s hard for the ship-
That is an impressive feat, especially as worse, down about 54% since Jan. 1. It Then the Biden Administration, be- ping market just to create new trade
Germany was already under considerable fetches 20 times earnings and is valued at deviled by soaring gasoline prices at flows,” Nokta says.
pressure to adjust to a new world order. a 20% discount to its peers. home, stepped in with a sort of get-out- The mere fact of a price-cap mecha-
Not only is it facing energy shortages, but While German companies face im- of-jail-free card: Russian oil could get nism, and attendant paperwork, is driv-
its trade prowess also relies heavily on mense challenges, the German model of insurance after all, so long as it was sold ing some of the bigger, publicly listed
China, which has been hit hard by Covid capitalism—characterized by the Mittel- below a price to be named later. shippers out of the Russia oil trade, he
lockdowns in 2022. stand, close cooperation between employ- “The usual geopolitical script has adds. Then there are oil products, the key
Its legendary car industry, led by ers and unions, and an emphasis on trade flipped completely,” says Hunter Korn- strategic one being diesel fuel, which add
powerhouses Volkswagen (ticker: VOW. and manufacturing—is capable of coping, feind, an oil market analyst at Rapidan another 2.5 million barrels or so to Rus-
Germany), BMW (BMW.Germany), and according to Deutsche Bank’s Schneider. Energy Group. “Washington wants to sia’s daily exports.
Porsche (P911.Germany), are facing new After all, the Russian gas crisis is only keep the barrels flowing, while the EU is These will have to be litigated sepa-
competition from electric vehicles. Its fa- the latest to hit the country, and it may not more hawkish.” rately ahead of an EU embargo slated for
mous Mittelstand, or small to medium-size be as big as some that have come before. That price to be named later has crept February. And of course a price cap could
companies that make up a majority of out- Reunification after the fall of the Berlin up behind the scenes to the market price limit Russia’s windfall if oil markets
put, was just starting to recover from the Wall and the sovereign-debt crisis a de- now. jump again.
pandemic when the energy crisis hit. cade ago were arguably tougher obstacles. On the other hand, world crude prices One way or another, Putin will find
To be sure, economists still expect “Over the past 30 years, the German have sunk by 30% since the EU an- the money to fight his war in Ukraine. If
a downturn. It just won’t be as bad as model has, according to the international nounced its package on June 8, and Rus- an estimated 100,00 Russian casualties
feared. “Despite the eased gas situation, press, been at the brink of extinction sia’s Urals crude is doing worse still. isn’t stopping him, economic sanctions
the overall uncertainty shock is still in several times, and somehow recklessly Urals’ discount to global benchmark certainly won’t.
the bones of industry and households,” survived,” says Schneider. “I wouldn’t Brent has widened to more than $15 a The coming EU embargo-cum-price
says Stefan Schneider, chief Germany underestimate the German flexibility barrel from less than $5 before Putin cap will hurt on the margins, though,
economist at Deutsche Bank in Frank- to adjust.” B invaded Ukraine this February, Korn- even in watered-down form . B
T H E ST R IKING PRIC E
China might be the only investment that causes
more worry than cryptocurrencies. It has a rep-
utation as the place Western money goes to die.
Making a Bet on China Equity Options

CBOE Volatility Index The Equity-Only Put-Call Ratio
Reigniting Its Economy VIX Close VIX Futures

37
Put-Call Ratio S&P 500 Index
307
242
30
By Steven M. Sears to reopen its economy sometime in 2023. 177

Goldman Sachs recently advised clients
A
difficult year is almost over. It is that China could be the only major economy 23
hard to know whether 2023 will that generates positive growth in 2023. The 112
bring easier times, and perhaps it bank’s economists expect that China’s real
isn’t even important. gross domestic product will be 4.5% in 16 47
We seem to have grown more resilient 2023, up from 3% in 2022, as the nation D J F M A M J J A S O N D J F M A M J J A S O N
after a few years of constantly confronting transitions, as expected, from its zero-Covid Daily Values Source: CBOE Source: McMillan Analysis Corp.
difficult issues that are slow to resolve. The policy in the second quarter of 2023.
list of challenges that we face is surprisingly The iShares China Large-Cap
long and diverse. exchange-traded fund (ticker: FXI), which SPX Skew NDX Skew
We are reminded daily of historically comprises many of the country’s top Implied volatility % Implied volatility %
high inflation. The specter of World War III stocks, has gained more than 20% in 15% 13%
remains in Eastern Europe. Troubled sup- recent weeks. The extraordinary perfor- 14 12
ply chains still impede our desire for instant mance offers a hint of what might come 13 11
gratification. Interest rates are poised to if the nation truly reopens. 12
keep rising, though perhaps not for as long China won’t remain shuttered forever. In 10
11
as anticipated. The Covid-19 pandemic still anticipation that the country reopens by the 9
10
lingers. China’s counterbalance to U.S. middle of next year, aggressive investors 8
9
economic and diplomatic strength looms could buy the iShares ETF’s June $27 call
8 7
larger as each day passes. option, which cost about $1.80 when the
7 6
Rather than looking past those obstacles ETF was around $25. The call purchase is
and trying to predict that this type of stock, a simple bet that the ETF will trade above 6 5
in that type of sector, is poised to perform $27 by the time the June call expires. If it is D J F M A M J J A S O N D J F M A M J J A S O N
reasonably well in the new year, the better at $35, for instance, the call is worth $8. Source: Credit Suisse Equity Derivatives Strategy Source: Credit Suisse Equity Derivatives Strategy
wager might be on a resolution to the very The risk to the wager—and it is just that Skew indicates whether the options market expects a stock-market advance or decline. It measures the difference between the implied
volatility of puts and calls that are 10% out of the money and expire in three months. Higher readings are bearish.
challenges that still oppress us. because it’s impossible to predict the actions
The thinking is elemental. Investors of China’s rulers—is that the country simply
overreact to almost everything. The market doesn’t reopen. Should that happen, the Week’s Most Active
mob is either too optimistic or too morose. ETF would probably decline. If it is below Company Symbol Tot Vol Calls Puts Avg Tot Vol IV %ile Ratio
Positioning for the pendulum to swing from $27 at expiration, the money spent on the Phoenix New Media FENG 17189 17086 103 132 3 130.2
Inotiv NOTV 3949 3242 707 300 98 13.2
one extreme to the other is thus a reason- call would be lost. Mobileye Global MBLY 23098 5903 17195 1816 12 12.7
able posture—especially if it can be done During the past 52 weeks, the ETF has Integer ITGR 2301 339 1962 184 91 12.5
in a cost-effective fashion. ranged from $20.95 to $39.03. It has lost Gildan Activewear GIL 4792 3809 983 396 60 12.1
Erasca ERAS 2740 1803 937 228 100 12.0
We recently suggested a way to position about 35% of its value over the past year. High Tide HITI 5556 5524 32 540 1 10.3
in case the Federal Reserve normalizes As fantastical as it might seem to look to Vishay Intertechnology VSH 7724 1243 6481 760 9 10.2
monetary policy without causing a reces- China for investment gains, the nation is in Manchester United MANU 35443 27320 8123 3548 100 10.0
Oatly OTLY 47431 45830 1601 4844 51 9.8
sion. Now, let’s consider China, which a singular position. Central banks all over
Armstrong World Industries AWI 7212 206 7006 796 64 9.1
might be the only investment opportunity the world are raising interest rates to battle Amcor AMCR 5647 2721 2926 716 30 7.9
that causes more consternation than crypto- inflation, and yet China seems to be in a Caleres CAL 14576 10324 4252 1932 0 7.5
currencies. It has earned a reputation as the better position. The outcome is far from China Automotive Systems CAAS 2186 2065 121 300 40 7.3
Best Buy BBY 263492 126812 136680 38856 37 6.8
place where Western money goes to die. certain, of course, but the risk of the wager Equitrans Midstream ETRN 23825 12469 11356 3796 58 6.3
The world’s second-largest economy has is defined. B Gossamer Bio GOSS 55137 33177 21960 8728 100 6.3
been largely closed for several years. The Nordstrom’s JWN 235153 87081 148072 42164 5 5.6
United Microelectronics UMC 58404 49429 8975 10852 8 5.4
country is trying to rid itself of the corona- Steven M. Sears is the president and chief oper-
Burlington Stores BURL 68818 33613 35205 14276 64 4.8
virus with draconian measures that have ating officer of Options Solutions, a specialized
crippled commerce and markets. In recent asset-management firm. Neither he nor the firm This table of the most active options this week, as compared to average weekly activity – not just raw volume. The idea is that the unusually heavy trading in these options might be a predictor of
corporate activity – takeovers, earnings surprises, earnings pre-announcements, biotech FDA hearings or drug trial result announcements, and so forth. Dividend arbitrage has been eliminated. In
weeks, however, there has been increasing has a position in the options or underlying securi- short, this list attempts to identify where heavy speculation is taking place. These options are likely to be expensive in comparison to their usual pricing levels. Furthermore, many of these
situations may be rumor-driven. Most rumors do not prove to be true, so one should be aware of these increased risks if trading in these names
speculation that China could be preparing ties mentioned in the story. Ratio is the Tot Vol divided by Avg Tot Vol. IV %ile is how expensive the options are on a scale from 0 to 100. Source: McMillan Analysis

COMMODITIES
TO ADVERTISE, CALL 1-800-366-3975
LEGAL NOTICES
AB PRIVATE CREDIT INVESTORS CORPORATION

Notice of Offer to Purchase for Cash
Up to 1,101,731.32 Shares of its Common Stock
How to Trade a Coming

at a Purchase Price Per Share of Common Stock Equal to
its Net Asset Value per Share as of December 31, 2022
THE OFFER AND WITHDRAWAL RIGHTS WILL EXPIRE AT 5:00 P.M., NEW YORK CITY TIME, ON
DECEMBER 30, 2022, UNLESS THE OFFER IS EXTENDED OR WITHDRAWN.
AB Private Credit Investors Corporation, an externally managed, non-diversified, closed-end management
investment company that has elected to be regulated as a business development company under the
Investment Company Act of 1940, as amended (the “Fund”), is offering to purchase for cash up to
1,101,731.32 of its shares of common stock, par value $0.01 per share (the “Shares”), at a price per Share
equal to the Fund’s net asset value per Share as of December 31, 2022 (the “Purchase Price,” and such date,
as it may be extended, the “Expiration Date”).
Spike in Coffee Prices
If stockholders would like the Fund to purchase their Shares within the limits more fully set forth in the
Fund’s Offer to Purchase, dated November 25, 2022 (the “Offer to Purchase”), and the related Notice of
Intent to Tender (the “Notice of Intent,” and together with the Offer to Purchase, as each may be amended
or supplemented from time to time, the “Offer”), they should contact their financial advisor or the Bernstein
Global Wealth Management unit of AllianceBernstein L.P. (“Bernstein”) at (212) 486-5800 to request that
written materials relating to the Offer be provided to them. These written materials, which will be sent at
no expense to the stockholder, include the Offer to Purchase and a Notice of Intent to Tender. A tendering
REACH By Simon Constable prompted traders to have a bearish price
stockholder must complete, sign, and mail (certified mail return receipt requested is recommended), fax,
email or hand deliver the Notice of Intent to the Fund’s agent specified therein, so that it is received before SERIOUS outlook.
I
the Expiration Date stated below.
INVESTORS. t’s time to pour a drop of joe into your That news came hot on the heels of
Stockholders who desire to tender Shares for purchase must do so by 5:00 p.m., New York time on the
Expiration Date. All determinations as to the receipt of notices from stockholders relating to the tender of
Shares, including, without limitation, determinations whether to excuse or waive certain variations from portfolio. A recent tumble in coffee news that the recent harvest was far more
relevant procedural requirements, will be in the sole discretion of the Fund or its designated agents, and any
such determination will be final. bean prices will likely reverse shortly, plentiful than the previous one. Brazil’s
The purpose of the Offer is to provide liquidity to stockholders because the Shares are not listed on any
securities exchange. The Offer is not conditioned upon the tender of any minimum number of Shares or any prompting possible gains of as much arabica bean production hit 41.5 million
financing condition.
The Fund is offering to purchase up to 2.5% of the weighted average of the number of Shares outstanding
Barron’s Classifieds as 25% over the coming weeks. 60-kilogram bags in the just-ended
during the three-month period ended September 30, 2022, (the “Quarterly Tender Cap”). The Fund is not is where our readers The issue is that the downdraft—caused 2022-23 season versus 36.4 million in the
required to purchase any tendered Shares in excess of the Quarterly Tender Cap and, therefore, the Fund is discover opportunities
not required to purchase any tendered Shares to the extent those Shares are, in the aggregate, in excess of by a collapsing Vietnamese currency plus prior 2021-22 season.
1,101,731.32. In accordance with rules promulgated by the Securities and Exchange Commission (the “SEC”), in real estate, business
the Fund may increase the number of Shares accepted for payment in the Offer by up to, but not more than,
investments, corporate an overly optimistic outlook for Brazil’s The second thing that happened is a
2% of the outstanding Shares without amending or extending the Offer.
It is anticipated that the purchase of Shares tendered by a stockholder will be a taxable transaction for U.S. aircraft, yachts, fine cars crop—has gone too far. strong dollar prompted Vietnamese grow-
federal income tax purposes. Participating stockholders should consult their tax advisor regarding specific tax
implications, including potential federal, state, local and foreign tax consequences. and so much more. “I think the panic stage is over, and we ers of robusta coffee to sell their crop en
Until the Expiration Date, stockholders have the right to withdraw any tenders of their Shares by giving
proper notice to the Fund. Shares withdrawn may be re-tendered before the Expiration Date by following the are due for a substantial bear-market masse, causing a plunge in bean prices.
tender procedures. If the Fund has not yet accepted a stockholder’s tender of Shares on or prior to January 25,
2022 (i.e., 40 business days from the commencement of the Offer), a stockholder will also have the right to
rally,” says Shawn Hackett, president of Vietnam is second only to Brazil in coffee
withdraw their tender of Shares after such date. Hackett Financial Advisors. “This is an production.
Please note that just as each stockholder has the right to withdraw its tender, subject to the applicable
rules of the SEC, the Fund has the right to cancel, amend or postpone this Offer at any time before the opportunity to go against the trend.” In “An appreciating dollar is an incentive
Expiration Date.
The information required to be disclosed by paragraph (d)(1) of Rule 13e-4 under the Securities Exchange other words, the broad price trend isn’t for farmers to sell their crop because they
Act of 1934, as amended, is contained in the Offer to Purchase and is incorporated herein by reference. The
information provided herein is qualified entirely by the more detailed information contained in the Offer higher, although the likely surge over the get more in terms of local currency,” says
to Purchase. The Offer to Purchase contains important information that should be read carefully before For information on next few weeks—possibly as high as $2— Jake Hanley, senior portfolio strategist at
any decision is made with respect to the Offer. This announcement is neither an offer to purchase nor a
advertising, call
solicitation of an offer to sell Shares. The Offer is made only by the Offer to Purchase and the related Notice
of Intent. The Offer is not being made to, nor will tenders be accepted from or on behalf of, holders of Shares
will be significant enough for investors to ETF firm Teucrium. “They look at beans
1.800.366.3975 or email
in any jurisdiction in which making or accepting the Offer would violate that jurisdiction’s laws.
advertising@barrons.com watch. in the bag as unconverted dollars.”
Questions and requests for assistance may be directed to the stockholder’s financial advisor or to Bernstein
at (212) 486-5800. Traders hoping to benefit from the Robusta coffee, which has a more bitter
likely jump should consider buying taste, tends to be cheaper than arabica, but
March-dated futures contracts on the Lon- movements in the price of one tend to af-
don-based ICE. Those who don’t favor fect the other.
buying futures might try the iPath Series B However, the price collapse doesn’t re-
Bloomberg Coffee Subindex Total Return flect reality. The market isn’t flush with
exchange-traded note (ticker: JO), which coffee. In other words, coffee supplies will
tracks the price of coffee beans. Exchange- be back to relatively normal in a year or so,
traded notes are like exchange-traded but we aren’t there yet. And that is what
funds but also expose the investor to the the speculators are missing, Hackett says.
credit risk of the issuer. Another bullish factor is that cash
Coffee prices have suffered an epic slide prices for coffee beans in Brazil are now
in the past few months. A pound of ara- higher than the futures prices. That tends
bica beans recently fetched about $1.60, to be a signal that the bearish price out-
SMALL SPACES. down 34% from a recent high of $2.43 on
Aug. 25, according to TradingEconomics.
look is over, Hackett says.
Risks abound in all trades in the agri-
BIG OPPORTUNITIES. com.
There were two reasons for the price
cultural markets. Coffee is no different.
Unexpected weather could quickly upend
drop. First, investors are less worried this trading strategy. Changes in currency
Barron’s Classifieds is where our readers discover opportunities in about supply shortages than last year, values and political instability can also
real estate, business investments, corporate aircraft, yachts, fine when the crop got hit by appalling weather. impact the agricultural markets, especially
cars and so much more. Brazil’s Southern Hemisphere spring, in developing countries such as Vietnam
occurring around now, has brought forth and Brazil.
For information on advertising, call 1.800.366.3975 what Hackett calls a “fantastic flowering Still, this is likely a risk worth taking.
or email advertising@barrons.com season” of coffee trees, which could be the “The downside from here has to be lim-
best since 2019. ited,” says Sal Gilbertie, CEO of Teucrium.
A good flowering season is a key step Put simply, it’s hard to see prices dropping
toward a favorable crop, which in turn has much in the immediate future. B
I N S I DE SC OOP Decreases in POWER PLAY
Holdings Icahn Still

Shorting
Commvault Systems
(CVLT)
Home Depot Director

Starboard Value cut its stake in
the data-protection and technology
company by a quarter, to 2,719,857
shares. Starboard sold 966,869 GameStop
Buys Large Block of Stock
Commvault shares from Sept. 29
through Nov. 17 at prices ranging
from $52.68 to $67.53 each. Follow- BY CARLETON ENGLISH
T
ing the sales, Starboard owns 6.1%
of Commvault’s tradable stock. he meme-stock frenzy of
January 2021 crushed
BY ED LIN change Commission. Santilli, CEO of New Relic (NEWR) traders who were bet-
O
PepsiCo’s (PEP) Latin America unit, Jana Partners trimmed its interest ting that GameStop
ne of Home Depot’s joined Home Depot’s board on March in the digital analytics platform stock would fall. But
newest directors just 1. The shares Santilli purchased now provider to 3,212,444 shares. On there was one short
scooped up shares of the represent her entire holdings of Home One of Home Nov. 15, Jana sold 317,488 New Relic seller who profited, and
home-improvement re- Depot stock in a personal account. Depot’s newest shares at per share prices of $59.62 he’s still not backing down.
tailer. PepsiCo didn’t respond to a request directors, Paula to $61.98. Jana completed the New Billionaire investor Carl Icahn
Home Depot (ticker: to make Santilli available for comment. Santilli, just Relic sales “in connection with in- continues a large bet against the
HD) stock has lost about “Today, our customer has proven bought $500,000 vestment fund allocation matters.” videogame retailer, according to
a fifth of its market value so far this resilient,” said Home Depot Chief Fi- shares of the Jana now holds 4.7% of New Relic’s reports. He built up his position
year. From the beginning of 2020 nancial Officer Richard McPhail after home-improve- tradable stock, below the 5% when GameStop shares (ticker:
through the end of 2021, the shares the company reported third-quarter ment retailer on threshold that would require Jana GME) were trading at around
about doubled in value as the pan- earnings on Nov. 15. “We feel confi- the open market. to disclose any further New Relic $483 in January 2021 during the
demic closed offices, and many set out dent they will continue to manage stock sales. frenzy surrounding meme stocks.
on house projects. Home Depot’s with flexibility through a dynamic Shares have now tumbled to
earnings reports have remained environment.” Alight (ALIT) around $26, following a 4-for-1
strong in 2022, but with inflation still Others aren’t so sure. Credit Suisse Blackstone (BX) reduced its stake stock split in July.
a major worry, retail stocks have been analyst Dan Oppenheim cut his target in the payroll-and-benefits technol- Icahn still believes the stock has
pressured this year. price on Home Depot stock to $390 ogy firm to 97,360,298 shares, con- further to fall, according to
Director Paula Santilli paid half a from $450, but maintained an Outper- sisting of 48,748,082 A shares and Bloomberg, which first reported
million dollars on Nov. 16 for 1,583 form rating. Oppenheim wrote that 48,612,216 V shares that, unlike the news of Icahn’s short position.
Home Depot shares, at an average “the sharply lower housing turnover former, don’t include dividend Icahn didn’t immediately respond
price of $315.80 each, according to a and easing home prices will impact rights. Blackstone owns an addi- to a request for comment.
filing with the Securities and Ex- home-improvement spending.” B tional 48,612,216 nonvoting Class A It’s unlikely Icahn will face the
Alight units. Blackstone sold same wrath from retailer traders
12,154,671 Alight A shares at $7.75 who forced a short squeeze on the
apiece through a Nov. 14 offering. stock two years ago. For one thing,
Upon the offering’s close on Nov. 17, the end of the pandemic and the
Increases in September quarter, and took a

restructuring charge of $218.9 million.
an equal number of V shares were
canceled for no consideration.
rise of inflation means retail traders
have less cash to play with.
Holdings OneSpan (OSPN)

Altai Capital Management lifted
Blackstone now holds 18.8% of
Alight’s outstanding common
stock.
There’s also Icahn’s timing.
Roughly 20% of GameStop’s
shares are held short, according to
These disclosures are
Lions Gate Entertainment its stake in the cybersecurity firm from 13Ds filed with research firm S3 Partners, down
(LGF.A) to 2,300,000 shares. Altai purchased the Securities and Dun & Bradstreet Holdings from 141% two years ago. Conse-
Exchange Commission.
MHR Fund Management raised 361,247 OneSpan shares from Nov. 8 13Ds are filed within
(DNB) quently, the cost of borrowing
its holding in the film, TV, and through Nov. 21 at prices ranging from 10 days of an entity’s Thomas H. Lee Partners lowered shares to short has also fallen. Just
media company to 20,198,615 $12.84 to $13.86 each. Altai now owns attaining more than its holding of the business-analyt- this month, short sellers of
5% in any class of a
shares. MHR purchased 871,380 a 5.8% stake in OneSpan. Altai “ex- company’s securities. ics provider to 49,579,771 shares. GameStop were up more than
Lions Gate shares from Nov. 16 pects to continue to engage” with One- Subsequent changes On Nov. 17, Thomas H. Lee sold $130 million in mark-to-market
through Nov. 18 at prices ranging Span and its stakeholders regarding in holdings or inten- 8,287,846 Dun & Bradstreet shares profits, not to mention the gains
tions must be re-
from $6.46 to $7.12 apiece. MHR operational and strategic topics, in- ported in amended through a Rule 144 sale at a price of since 2021.
now owns 24.2% of Lions Gate’s cluding board composition, strategic filings. This material is $13.41 each. No reason was cited for “The thing with Icahn is he’s
from Nov. 17 through
outstanding count. Lions Gate ex- alternatives, and capital allocation. Nov. 23, 2022. Source:
the sale that leaves Thomas H. Lee made money. He’s leaving
ited its Lionsgate+ streaming busi- Altai has no plans or proposals tied VerityData (verity- Partners with 11.4% of the out- [GameStop] when he wants to leave
ness in seven territories in the to its recent OneSpan purchases. platform.com) standing stock. and he’s not getting forced out,”
Ihor Dusaniwsky, managing direc-
tor at S3 Partners, tells Barron’s. B
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CHARTING THE MARKET

A graphic look at selected stock activity
for the week ended Nov. 25, 2022
By Staff Editors
Zoom Video Communications Walt Disney Diamondback Energy Tesla

ZM (NASD) • $75.40 • -6.24 DIS (NYSE) • $98.87 • 7.07 FANG (NASD) • $149.32 • -6.90 TSLA (NASD) • $182.86 • 2.67
It’s been a tough year for the videoconferencing Will Bob Iger’s return as chief executive revitalize Speculation that OPEC+ is considering boosting oil What passes for good Tesla news these days helped
concern. Its announcement Monday that growth the entertainment giant? Investors seem to be production, despite Saudi Arabia’s denial that it will the stock. One analyst upgraded it to Hold from Sell;
this quarter will be modest could keep it that way. betting that it will. raise output, hurt petroleum prices. another said it’s almost become a value stock.
Stock Price $ Stock Price $ Stock Price $ Stock Price $

328 184 173 407
276 164 155 358
224 144 137 309
172 124 119 260
120 104 101 211
68 84 83 162
Volume in Millions Volume in Millions Volume in Millions Volume in Millions

72 160 30 626
36 80 15 313
0 0 0 0
N D J F M A M J J A S O N N D J F M A M J J A S O N N D J F M A M J J A S O N N D J F M A M J J A S O N
Teva Pharmaceutical Grindr Imago BioSciences Credit Suisse Group

TEVA (NYSE) • $8.87 • 0.15 GRND (NYSE) • $9.55 • -26.95 IMGO (NASD) • $35.66 • 18.26 CS (NYSE) • $3.59 • -0.66
Hoping to jump-start sales, which have been slip- The LGBTQ dating app had a strong debut, hitting The biotech, which has been working on treat- The big bank, which seems stuck in an eternal
ping, the drug maker is replacing its CEO, almost a $45 at its initial public offering on Nov. 18. But this ments for bone-marrow ailments, is being bought cycle of restructuring, warned of a $1.6 billion loss
year before he was expected to step down. past week, investors fell strongly out of love with it. by Merck for $36 a share, or $1.35 billion. in the fourth quarter, as clients pulled deposits.

14 75 38 12
12 61 32 10
10 47 26 8
8 33 20 6
6 19 14 4
4 5 8 2

152 10 26 186
76 5 13 93
0 0 0 0
Deere Manchester United Activision Blizzard Apple

DE (NYSE) • $441.47 • 27.21 MANU (NYSE) • $21.21 • 8.08 ATVI (NASD) • $73.47 • -0.63 AAPL (NASD) • $148.11 • -3.18
The agricultural- and construction-equipment titan The U.K. soccer club’s controlling shareholders are Investors were spooked by late-week reports that Violent protests by workers at a key Foxconn iPhone
expects record profits next year, as soaring farm contemplating putting it up for sale. That probably the Justice Department will sue to block Microsoft’s factory could start having an impact on shares of
income boosts tractor demand and prices. would attract a record-breaking bid. $69 billion purchase of the videogame maker. Apple, which is trying to resolve the dispute.

455 24 89 187
418 21 82 174
381 18 75 161
344 15 68 148
307 12 61 135
270 9 54 122

16 58 188 770
8 29 94 385
0 0 0 0
The charts record the net change in share price, the high, low and closing trades, and share volume for companies with noteworthy stock activity last week. In addition, the graphs depict last week’s daily price activity in detail. The dotted line on some graphs denotes the stock’s 200-day moving average; lack of a moving average means the shares have traded for less than
that time period. If the close from the current week is lower than a year ago the graph will be presented in red. If the close from the current week is higher than a year ago then the graph will be presented in green.
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NYSE Biggest % Movers NYSE Most Active NYSE American Most Active Nasdaq Most Active
Winners Volume Percentage Leaders Volume Percentage Leaders Volume Percentage Leaders
Name (Sym) Volume Close Change %Chg. Name (Sym) Volume %Chg. Close Change Name (Sym) Volume %Chg. Close Change Name (Sym) Volume %Chg. Close Change
ManchesterUnited(MANU) 57914 21.21 +8.08 +61.5 ApeironCapA(APN) 2584 2939.5 10.21 +0.06 Mallinckrodt(MNK) 123 228.6 11.40 0.00 RelativityAcqnA(RACY) 1655 5866.0 10.22 +0.13
EnergyVault(NRGV) 3402 4.95 +1.17 +31.0 ParabellumAcqn(PRBM) 1932 2772.7 10.14 +0.15 DecisionPointSys(DPSI) 230 137.1 7.59 +1.26 ImagoBioSci(IMGO) 24942 4964.1 35.66 +18.26
GrafTechIntl(EAF) 13619 5.36 +1.14 +27.0 ManchesterUnited(MANU) 57914 2703.1 21.21 +8.08 Electromed(ELMD) 134 110.5 9.70 –0.29 GlobalStarA(GLST) 1028 3265.9 10.04 0.00
Abercrombie&Fitch(ANF) 17039 23.77 +4.99 +26.6 Grindr(GRND) 8410 1513.3 9.55 –26.95 CompX Intl(CIX) 51 91.8 19.73 +0.73 CIIGCapPtrsII(CIIG) 2349 2605.4 10.06 0.00
HireRight(HRT) 2556 11.65 +2.36 +25.4 Enerflex(EFXT) 4107 1500.9 6.61 +0.28 AirIndustries(AIRI) 62 90.7 6.54 +0.44 TKBCriticalTech1(USCT) 1382 1390.8 10.26 +0.01
BurlingtonStrs(BURL) 10465 196.60 +38.74 +24.5 NorthernStrII A(NSTB) 9432 1353.4 10.01 +0.01 BM Tech(BMTX) 421 46.5 5.33 –0.42 NewHoldInvtIIA(NHIC) 2761 1286.3 10.09 0.00
AmerEagle(AEO) 40215 15.80 +2.88 +22.3 InFinTAcqnA(IFIN) 884 1160.3 10.32 +0.20 ActiniumPharm(ATNM) 2489 30.5 11.00 –0.93 SpindletopHlth(SHCA) 1290 812.2 10.21 +0.04
US Xpress(USX) 365 2.46 +0.42 +20.6 InterPrivateII A(IPVF) 2139 979.4 9.96 +0.06 GencorInds(GENC) 42 20.5 9.86 –0.14 AcriCapitalA(ACAC) 268 670.7 10.09 0.00
Perfect(PERF) 5082 934.7 7.21 –1.38 DeltaApparel(DLA) 105 11.8 13.53 –0.42 LatAmGrowthA(LATG) 274 608.3 10.20 +0.02
Losers HighlandTransI(HTPA) 2666 928.2 10.05 –0.01 AdamsRes(AE) 59 7.9 40.10 +1.30 HealthcareAI A(HAIA) 747 589.2 10.32 +0.15
Name (Sym) Volume Close Change %Chg.
ConcordAcqnIIA(CNDA) 770 658.7 9.81 +0.01 Ashford(AINC) 35 –2.1 14.10 +0.01 NewcourtAcqnA(NCAC) 1411 586.5 10.26 +0.01
Grindr(GRND) 8410 9.55 –26.95 –73.8 NorthernStrIII A(NSTC) 3331 650.5 9.98 +0.04 IvanhoeElectric(IE) 591 –5.6 9.89 –1.02 EbangIntl(EBON) 397 580.3 5.10 –2.74
PhoenixNewMedia(FENG) 344 2.60 –1.90 –42.2 HeartlandMediaA(HMA) 457 594.7 10.17 0.00 SilverCrestMetals(SILV) 3668 –9.4 6.44 +0.15 TyraBiosciences(TYRA) 934 482.0 6.75 –0.38
Cango(CANG) 2816 1.63 –0.87 –34.8 Atento(ATTO) 423 574.3 5.16 –0.52 CaledoniaMining(CMCL) 90 –9.9 11.14 –0.22 SurgeryPartners(SGRY) 13821 471.5 28.23 +0.94
AngelOakMtg(AOMR) 325 7.55 –2.13 –22.0 InfiniteAcqnA(NFNT) 1265 456.5 10.14 +0.04 BattalionOil(BATL) 48 –10.0 11.03 –0.95 Consilium I A(CSLM) 516 445.3 10.11 +0.07
Aenza(AENZ) 2464 2.06 –0.52 –20.1 QuantumFin(QFTA) 1125 448.8 9.91 +0.03 inTEST(INTT) 125 –13.4 10.91 +0.80 LavaMedtech(LVAC) 395 437.8 10.15 +0.03
PagSeguroDig(PAGS) 26583 9.88 –2.19 –18.1 USHG Acqn A(HUGS) 1718 399.7 10.02 +0.07 Cohen(COHN) 25 –14.4 8.70 –1.16 MountRainier(RNER) 213 428.7 10.16 0.00
DycomInds(DY) 4838 91.42 –18.62 –16.9 CrucibleAcqnA(CRU) 2139 309.4 10.05 –0.01 NovaGoldRscs(NG) 4921 –14.8 5.72 +0.28 ProjectEnReimag(PEGR) 141 402.9 9.93 +0.02
Perfect(PERF) 5082 7.21 –1.38 –16.1 DycomInds(DY) 4838 302.1 91.42 –18.62 CheniereEnerPtrs(CQP) 909 –15.8 61.21 +5.46 OmniLitAcqnA(OLIT) 277 402.7 10.19 +0.06
PyrophyteAcqn(PHYT) 613 301.7 10.25 +0.01 InfuSystems(INFU) 142 –17.7 7.99 +0.11 TargetGlbl I A(TGAA) 895 395.2 10.18 +0.04
NYSE American Biggest % Movers By Share Volume By Share Volume By Share Volume
Winners Name (Sym) Volume Close Change %Chg. Name (Sym) Volume Close Change %Chg. Name (Sym) Volume Close Change %Chg.
Name (Sym) Volume Close Change %Chg. ItauUnibanco(ITUB) 226842 4.86 –0.08 –1.6 CamberEnergy(CEI) 130024 0.11 –0.02 –13.7 Tesla(TSLA) 331530 182.86 +2.67 +1.5
CPI Aero(CVU) 378 3.23 +0.78 +31.8 PetroleoBrasil(PBR) 177700 10.30 –1.05 –9.3 Tellurian(TELL) 30913 2.62 –0.07 –2.6 SoFiTech(SOFI) 262453 4.60 –0.58 –11.2
LoopMedia(LPTV) 39 4.91 +0.86 +21.2 NIO(NIO) 162050 10.17 –0.30 –2.9 B2Gold(BTG) 29625 3.51 +0.12 +3.5 Amazon.com(AMZN) 241021 93.41 –0.73 –0.8
DecisionPointSys(DPSI) 230 7.59 +1.26 +19.9 Carnival(CCL) 143665 9.73 +0.26 +2.7 Zomedica(ZOM) 19715 0.21 –0.01 –4.1 AdvMicroDevices(AMD) 214628 75.14 +1.57 +2.1
EVI Industries(EVI) 50 22.19 +3.54 +19.0 Disney(DIS) 118195 98.87 +7.07 +7.7 UraniumEner(UEC) 18302 3.85 –0.02 –0.5 Apple(AAPL) 204016 148.11 –3.18 –2.1
OrlaMining(ORLA) 1023 3.86 +0.44 +12.7 FordMotor(F) 101780 14.08 +0.09 +0.6 Globalstar(GSAT) 17295 1.93 +0.12 +6.6 NVIDIA(NVDA) 147276 162.70 +8.61 +5.6
Renovacor(RCOR) 175 2.96 +0.33 +12.5 AT&T(T) 100949 19.12 +0.15 +0.8 BitNile(NILE) 16691 0.15 –0.00 –0.2 FaradayFuture(FFIE) 106904 0.32 –0.04 –12.0
CheniereEnerPtrs(CQP) 909 61.21 +5.46 +9.8 PalantirTech(PLTR) 98936 7.28 –0.11 –1.5 GranTierraEner(GTE) 13732 1.16 –0.06 –4.9 Intel(INTC) 96128 29.34 –0.53 –1.8
BK Tech(BKTI) 123 2.82 +0.25 +9.7 GinkgoBioworks(DNA) 97549 1.99 –0.20 –9.1 Goldmining(GLDG) 12910 1.23 +0.28 +28.8 MetaPlatforms(META) 86729 111.41 –0.64 –0.6
Vale(VALE) 91659 15.12 +0.05 +0.3 DenisonMines(DNN) 12751 1.21 +0.03 +2.5 Lucid(LCID) 86016 10.02 –1.24 –11.0
Losers Ambev(ABEV) 91362 2.91 +0.04 +1.4 NewGold(NGD) 11609 1.12 +0.02 +1.8 AmerAirlines(AAL) 85685 14.50 +0.45 +3.2
NuHoldings(NU) 91068 4.45 +0.13 +3.0 Senseonics(SENS) 7280 1.16 –0.02 –1.7 OpendoorTech(OPEN) 81109 2.07 +0.35 +20.3
SatixFyComms(SATX) 1160 22.90 –19.95 –46.6 LufaxHolding(LU) 90993 1.40 –0.48 –25.5 RingEnergy(REI) 7065 2.80 –0.11 –3.8 Tricida(TCDA) 74838 0.21 –0.05 –18.7
AirspanNetworks(MIMO) 121 1.62 –0.55 –25.2 SouthwesternEner(SWN) 90688 7.16 +0.52 +7.8 EquinoxGold(EQX) 7001 3.45 +0.10 +3.0 Microsoft(MSFT) 74769 247.49 +6.27 +2.6
ArmataPharm(ARMP) 61 2.01 –0.54 –21.2 BankofAmerica(BAC) 86488 37.70 +0.51 +1.4 CheniereEnergy(LNG) 5912 173.08 +5.33 +3.2 Comcast A(CMCSA) 74288 35.65 +1.15 +3.3
SkyHarbour(SKYH) 46 3.01 –0.46 –13.3 Snap(SNAP) 84029 10.18 –0.34 –3.2 EnergyFuels(UUUU) 4964 6.81 –0.21 –3.0 Alphabet A(GOOGL) 73654 97.46 +0.03 +0.0
RaMedicalSys(RMED) 460 2.48 –0.35 –12.4 XPeng(XPEV) 81441 7.07 –0.69 –8.9 NovaGoldRscs(NG) 4921 5.72 +0.28 +5.1 DraftKings(DKNG) 68577 15.14 +0.09 +0.6
Cohen(COHN) 25 8.70 –1.16 –11.8 Transocean(RIG) 80825 4.06 –0.08 –1.9 SilvercorpMetals(SVM) 3905 2.83 +0.07 +2.5 CoinbaseGlbl(COIN) 64280 44.28 –0.98 –2.2
IvanhoeElectric(IE) 591 9.89 –1.02 –9.3 RLX Tech(RLX) 80014 1.88 +0.12 +6.8 NorthernDynasty(NAK) 3684 0.25 +0.00 +1.3 ContextLogic(WISH) 63789 0.68 +0.01 +1.1
BattalionOil(BATL) 48 11.03 –0.95 –7.9 AMC Ent(AMC) 77271 7.51 –0.08 –1.1 SilverCrestMetals(SILV) 3668 6.44 +0.15 +2.4 Alphabet C(GOOG) 63702 97.60 –0.20 –0.2
Nasdaq Biggest % Movers By Dollar Volume By Dollar Volume

Name (Sym) $ Volume Close Change %Chg.
By Dollar Volume
Winners CheniereEnergy(LNG) 998417 173.08 +5.33 +3.2 Tesla(TSLA) 57835300 182.86 +2.67 +1.5
Disney(DIS) 11525535 98.87 +7.07 +7.7
ExxonMobil(XOM) 6422181 113.21 +1.13 +1.0 B2Gold(BTG) 101536 3.51 +0.12 +3.5 Apple(AAPL) 30398095 148.11 –3.18 –2.1
ImagoBioSci(IMGO) 24942 35.66 +18.26 +104.9 Tellurian(TELL) 82318 2.62 –0.07 –2.6 NVIDIA(NVDA) 23319110 162.70 +8.61 +5.6
BerkHathwy A(BRK.A) 5807001478675.56+10385.55 +2.2
CoupaSoftware(COUP) 26732 62.69 +16.82 +36.7 ImperialOil(IMO) 70222 57.32 +0.86 +1.5 Amazon.com(AMZN) 22328504 93.41 –0.73 –0.8
HomeDepot(HD) 5701528 326.38 +13.20 +4.2
Symbotic(SYM) 1317 12.81 +3.42 +36.4 UraniumEner(UEC) 69625 3.85 –0.02 –0.5 Microsoft(MSFT) 18263651 247.49 +6.27 +2.6
Alibaba(BABA) 5496685 75.50 –4.98 –6.2
SoteraHealth(SHC) 38950 8.15 +2.13 +35.4 CheniereEnerPtrs(CQP) 53753 61.21 +5.46 +9.8 AdvMicroDevices(AMD) 16024913 75.14 +1.57 +2.1
UnitedHealth(UNH) 5016826 537.62 +7.62 +1.4
XOMA(XOMA) 145 24.10 +5.69 +30.9 SatixFyComms(SATX) 37206 22.90 –19.95 –46.6 MetaPlatforms(META) 9599260 111.41 –0.64 –0.6
Chevron(CVX) 4766207 183.70 +0.71 +0.4
MiratiTherap(MRTX) 10444 98.62 +21.87 +28.5 EnergyFuels(UUUU) 33566 6.81 –0.21 –3.0 Alphabet A(GOOGL) 7130502 97.46 +0.03 +0.0
TaiwanSemi(TSM) 4539054 81.40 –0.87 –1.1
uCloudlink(UCL) 4354 3.39 +0.74 +27.9 Globalstar(GSAT) 32401 1.93 +0.12 +6.6 Netflix(NFLX) 6456845 285.54 –2.44 –0.8
Visa(V) 4492857 213.79 +2.99 +1.4
FusionFuelGreen(HTOO) 1239 4.64 +0.98 +26.8 NovaGoldRscs(NG) 27538 5.72 +0.28 +5.1 Alphabet C(GOOG) 6174049 97.60 –0.20 –0.2
Deere(DE) 4188124 441.47 +27.21 +6.6
Losers OccidentalPetrol(OXY) 3889438 70.28 –0.97 –1.4 ActiniumPharm(ATNM) 26411 11.00 –0.93 –7.8 PayPal(PYPL) 3577126 80.08 –4.84 –5.7
Name (Sym) Volume Close Change %Chg. JPMorganChase(JPM) 3705672 136.74 +2.90 +2.2 EquinoxGold(EQX) 23886 3.45 +0.10 +3.0 Broadcom(AVGO) 3100331 529.91 +14.75 +2.9
Salesforce(CRM) 3496578 153.35 +5.31 +3.6 SilverCrestMetals(SILV) 22653 6.44 +0.15 +2.4 EnphaseEnergy(ENPH) 3084665 319.42 +7.48 +2.4
EbangIntl(EBON) 397 5.10 –2.74 –35.0
J&J(JNJ) 3329576 177.24 +1.04 +0.6 RingEnergy(REI) 19840 2.80 –0.11 –3.8 Adobe(ADBE) 3032799 334.30 +3.44 +1.0
TempoAutomation(TMPO) 444 7.00 –3.50 –33.3
BerkHathwy B(BRK.B) 3319169 317.43 +6.67 +2.1 CentrusEnergy(LEU) 18602 37.92 +0.06 +0.2 Amgen(AMGN) 3013851 283.74 –3.55 –1.2
NeoGames(NGMS) 628 13.39 –4.53 –25.3
BankofAmerica(BAC) 3235598 37.70 +0.51 +1.4 GranTierraEner(GTE) 16152 1.16 –0.06 –4.9 Qualcomm(QCOM) 2925280 123.45 –0.40 –0.3
Invivyd(IVVD) 2096 2.14 –0.61 –22.2
Walmart(WMT) 3225700 153.07 +2.84 +1.9 DenisonMines(DNN) 15112 1.21 +0.03 +2.5 AnalogDevices(ADI) 2903928 167.09 +5.24 +3.2
Arvinas(ARVN) 3759 40.34 –10.97 –21.4
Medtronic(MDT) 3175762 79.12 –2.18 –2.7 MAG Silver(MAG) 15083 15.73 +0.59 +3.9 Intel(INTC) 2821340 29.34 –0.53 –1.8
OricPharm(ORIC) 416 3.50 –0.95 –21.3
Target(TGT) 3035407 163.38 +0.50 +0.3 Goldmining(GLDG) 14595 1.23 +0.28 +28.8 CoinbaseGlbl(COIN) 2763482 44.28 –0.98 –2.2
GDS Holdings(GDS) 9197 11.42 –3.04 –21.0
DevonEnergy(DVN) 2889376 68.35 –1.27 –1.8 CamberEnergy(CEI) 14424 0.11 –0.02 –13.7 Costco(COST) 2703989 533.66 +9.99 +1.9
AcrivonTherap(ACRV) 309 12.50 –3.28 –20.8
Includes Common shares only. All figures reflect activity for the most-recent five-day trading week. Share volume figures are expressed in thousands. Volume percentage leaders exclude stocks with average daily volume of fewer than 5,000 shares or priced under $5.
Average volume is based on 65 trading days. Volume figures do not reflect extended trading hours. a-Stock has not been in existence or not been traded for 65 consecutive sessions. S-Stock split or stock dividend amounting to 10% or more. X-Ex-dividend
MARKET VIEW
The 2020s could offer opportunities in
commodities, “value” stocks and real (tangible)
assets. “Growth” stocks could be the big losers.
Black Friday Said What? growth companies, has a higher percentage

of long-duration stocks. This fact, when
“While the price of oil has fallen 35% from its
Talking Points
BMO Capital Markets combined with much lower valuations peak level in March, the energy sector of the
economics.bmo.com overseas, a falling dollar, and 15 consecutive
years of U.S. equity-market outperfor-
S&P 500 closed last Friday just 2.9% below
Nov. 25: With Black Friday upon us, ana- mance, suggest that investors should take its high posted for this year....This suggests
lysts are engaged in the annual ritual of at- another look at the foreign equity markets.
tempting to gauge the overall health of the —Robert Phipps to us that oil stocks may have gotten ahead
economy from this weekend’s sales tallies.
How quaint. There are at least a couple of
of themselves or that the commodity market
reasons to downplay these particular re- 9 Stocks With Ample Cash is mispricing oil demand.” John Stolzfus
sults. First, consumers are still rotating from U.S. Stock Selection
goods to services, especially in Canada. The NDR Ned Davis Research
shock would be if spending on goods wasn’t ndr.com diate light crude fell 10% last week to close identify the specific macro themes of the
soft in inflation-adjusted terms after a cou- at $80.08 on Nov. 18. This put the price of 2020s. We see opportunities in commodi-
ple of blowout years. Second, the nature of Nov. 23: We continue to favor companies a barrel of oil just 6.5% higher than at the ties, “value” stocks, and real (tangible)
Black Friday has clearly morphed in recent with liquid balance sheets. Cash position end of 2021. The price of WTI was off 35% assets. Intangibles will be the big losers,
years. I’ve rarely been accused of being an measures balance-sheet liquidity by compar- from its 2022 peak level of $123.70 reached especially “growth” stocks.
active shopper (miser, maybe), so this is ing cash plus short-term investments to total on March 8 of this year. —Dario Perkins
mostly hearsay, but many retailers have assets. A large amount of liquid assets rela- We’d note that while the price of oil has
jumped the gun with presales in the week, tive to total assets indicates greater financial fallen 35% from its peak level in March,
or even the month, ahead of the event— strength. The cash-position strategy is one the energy sector of the S&P 500 closed From the Fed Minutes:
thereby diluting the punch. So, even a drop of the top-performing factors over time and last Friday just 2.9% below its high posted Minutes of the Federal Open Market Committee
in sales volumes year on year won’t thwart outperforms during bear markets....Favored for this year on Nov. 15, just a few days Nov. 1–2, 2022
the theme of a resilient consumer. stocks include: Apple, Exxon Mobil, Berk- earlier. This suggests to us that oil stocks federalreserve.gov
—Douglas Porter shire Hathaway, Chevron, Wells Fargo, may have gotten ahead of themselves, or
ConocoPhillips, Bristol Myers Squibb, that the commodity market is mispricing Released on Nov. 22: With monetary
Goldman Sachs, and Gilead Sciences. oil demand. Food for thought. policy approaching a sufficiently restrictive
Foreign Markets Beckon —Brian Sanborn —John Stoltzfus stance, participants emphasized that the
The Per Stirling Capital Outlook level to which the committee ultimately
Per Stirling raised the target range for the federal-

perstirling.com PAVE Attention to This The Tangible ’20s funds rate, and the evolution of the policy
Momentum Strategies Report Macro Picture stance thereafter, had become more impor-
Nov. 23: A number of market opportunities Clif Droke Market Analysis TS Lombard tant considerations for achieving the com-
have the potential to serve investors well clifdroke.com tslombard.com mittee’s goals than the pace of further in-
during this transitional period [as the Fed creases in the target range. Participants
moves to smaller or less frequent rate hikes]. Nov. 22: The Global X U.S. Infrastruc- Nov. 17: The next decade will provide a agreed that communicating this distinction
The first of these is the higher-quality ture Development ETF (PAVE) has had a more challenging environment for inves- to the public was important in order to
segment of the domestic bond markets, solid run of late and is running up against tors. Without the secular bull market in reinforce the committee’s strong commit-
including both Treasuries and investment- resistance at the August high just under bonds—which caused all long-duration ment to returning inflation to the 2%
grade corporate debt. This asset class has the $28 level. However, I’m going to be assets to “rerate”—investors will need to objective.
experienced its worst decline in modern closely monitoring this ETF in the coming
history, which has driven debt yields above days, and if the fund pulls back without
equity yields for the first time in years, and
created what we believe to be opportunities
violating its 15-day moving average at $26,
I plan to buy a conservative position in the
Market Sentiment
Citigroup Panic/Euphoria Model Last –0.09 Euphoria Neutral Panic
for capital gains as inflation and rates mean- ETF. Accordingly, I’m placing this fund 1.2
der lower over time.... on watch and will likely pull the trigger
Another asset class that is starting to on a Buy recommendation at some point 0.8
look interesting is foreign equities. Foreign in the coming week or so. 0.4
equity markets tend to have a much greater —Clif Droke
0
percentage of short-duration stocks, while
the U.S., with its heavy weighting toward -0.4
technology and other innovation-driven Energy-Market Puzzle -0.8
The Market Strategy Radar Screen
-1.2
Oppenheimer Asset Management
O N D J F M A M J J A S O N
To be considered for this section, material, with opco.com
The panic/euphoria model is a gauge of investor sentiment. It identifies "Panic" and "Euphoria" levels which are statistically driven buy and sell
signals for the broader market. Historically, a reading below panic supports a better than 95% likelihood that stock prices will be higher one year
the author’s name and address, should be sent later, while euphoria levels generate a better than 80% probability of stock prices being lower one year later.
to MarketWatch@barrons.com. Nov. 21: The price of West Texas Interme- Source: Citigroup Investment Research - US Equity Strategy
Barron's 50-Stock Average 55 Dow Jones Per Share Values 54 Mutual Funds 49 Week In Stocks 54
DATA
Cash Track 49 Exchange Traded Portfolios 48 N.Y. Stock Exchange 40 Weekly Bond Statistics 56
Charting the Market 37 Federal Reserve Data Bank 56 Nasdaq National Market 44 Winners & Losers Stocks 38
Coming Earnings 55 Foreign Exchange 55 New Corporate Listings 54
Conference Call Calendar 55 Gold & Silver Prices 56 New Highs & Lows 57
Delta Tactical Sentiment 55 Gold Mining Index 56 NYSE Half-Hourly Volume 54
Dividend Boosts - Reductions 56 Indexes P/Es & Yields 54 Other Market Indexes 53
Dividend Ex-Payment Dates 56 Initial Public Offerings 54 Pulse of the Economy 55
Distributions & Offerings 54 Investor Sentiment Readings 54 Stock Splits - Special Dividends 56
DJ Averages 53 Key Foreign Market Indexes 47 Stock Volume 54
DJ U.S. Total Market Industry Groups 55 Market Lab 53 Trading Diary 53
Contact Us
Dow Jones Averages 53 Money Rates, U.S. & Foreign 55 Vital Signs 30 For queries, email us at
Statistics from November 21-25, 2022 memberservices@dowjones.com
NEW YORK STOCK EXCHANGE COMPOSITE LIST - NEW HIGHS - NEW LOWS
–52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
93.34 40.73 Ameresco AMRC ... 33 64.89 +0.33 ... 10.05 9.67 ArctosNorthA ANAC ... 31 10.02 ... ... 15.10 10.30 BGSF BGSF 4.5 12 13.31 –0.20 .15 33.04 22.31 Box BOX ... dd 28.09 –0.45 ...
A 21.62 15.67 AmericaMovil AMX 1.7 15 20.50 +0.54.4414 48.39 16.74 ArcusBiosci RCUS ... 29 26.71 –0.60 ... 71.04 46.92 BHP Group BHP 10.9 7 59.68 +0.94 3.50 17.05 0.47 Boxed BOXD ... dd .50 –0.02 ...
21.53 15.75 AmericaMovil A AMOV 3.2 15 20.10 +0.40.4414 9.92 3.91 ArdaghMetalPkg AMBP 8.8 11 4.55 +0.09 .10 7.50 0.19 BitMining BTCM ... dd .20 –0.03 ... 72.72 46.10 BoydGaming BYD .0 12 60.26 –0.01 .15
52.83 31.89 AAR AIR ... 19 46.55 +0.54 ... 39.20 24.01 AmericanAssets AAT 4.5 41 28.36 –0.46 .32 15.58 3.09 ArdmoreShipping ASC ... 8 15.20 +0.38 ... 80.41 51.45 BJ'sWholesale BJ ... 20 73.50 +0.81 ... 55.45 40.52 Brady BRC 1.9 16 48.30 +0.19 .23
37.20 23.97 ABB ABB 2.2 16 31.55 +0.83.7066 11.96 6.36 AmericanAxle AXL ... cc 10.38 –0.12 ... 10.02 9.70 AresAcqnA AAC ... 47 10.01 +0.01 ... 35.50 25.33 BP BP 3.8 dd 35.27 +1.23.3604 6.64 3.45 BraemarHtls BHR 1.1 cc 3.62 –0.01 .01
54.00 37.68 ABMIndustries ABM 1.7 14 45.67 +0.20 .195 28.41 9.46 AmerEagle AEO 4.6 28 15.80 +2.88 .18 16.48 9.99 AresCommRealEst ACRE10.6 14 12.51 +0.74 .02 26.08 3.41 BP Prudhoe BPT 28.0 4 13.49 ....7031 14.88 5.95 BrandywineRealty BDN 11.3 41 6.72 +0.24 .19
9.00 4.27 ACCO Brands ACCO 5.5 28 5.50 +0.19 .075 44.49 28.05 AmEqtyLf AEL .9 3 38.92 +1.02 .36 86.06 53.15 AresMgmt ARES 3.1 89 78.47 +1.56 .61 34.00 5.82 BRC BRCC ... dd 6.26 +0.03 ... 9.82 4.11 BrasilAgro LND 19.2 6 5.06 +0.14.6018
14.40 7.78 AcresCmclRlty ACR ... 16 10.13 +0.13 ... 199.55 130.65 AmerExpress AXP 1.3 15 154.15 +1.65 .52 42.15 31.26 Argan AGX 2.7 22 37.28 +0.50 .25 4.49 1.87 BRF BRFS ... dd 1.95 +0.01 ... 24.41 9.42 Braskem BAK 29.7 13 10.86 –0.07 .708
23.28 3.57 ADC Therap ADCT ... dd 3.59 –0.33 ... 152.29 119.01 AmericanFin AFG 1.8 13 143.47 +1.33 2.00 60.29 19.00 ArgoGroup ARGO 4.6 dd 26.77 +0.46 .31 25.67 18.35 BRT Apartments BRT 4.9 7 20.49 +0.13 .25 76.50 28.85 BreadFinancial BFH ... 3 39.56 +1.74 ...
9.52 6.00 ADT ADT 1.6 dd 9.00 +0.05 .035 44.07 29.31 AmHomes4Rent AMH 2.2 53 32.36 +0.36 .18 23.58 10.06 ArisWater ARIS 2.7 cc 15.81 –0.24 .09 62.84 42.58 BWX Tech BWXT 1.4 18 60.94 +1.94 .22 25.61 13.74 BridgeInvt BRDG 7.1 11 15.18 +0.23 .27
84.83 60.74 AECOM ACM .7 39 84.10 +4.23 .18 65.73 47.05 AIG AIG 2.1 4 61.08 +1.26 .32 148.57 89.12 AristaNetworks ANET ... 37 135.76 +0.28 ... 9.52 3.89 Babcock&Wilcox BW ... dd 4.68 –0.24 ... 36.49 19.37 BrighamMin MNRL 1.8 15 35.29 +1.24 .65
29.11 18.62 AES AES 2.2 dd 28.61 +0.95 .158 23.02 11.20 AmRltyInv ARL ... 1 20.17 –0.33 ... 3.78 2.65 ArlingtonAsset AAIC ... 48 3.11 +0.06 ... 8.44 0.37 Babylon BBLN ... dd .55 +0.03 ... 4.66 0.80 BrightHealth BHG ... dd .97 +0.01 ...
72.70 52.07 Aflac AFL 2.3 9 72.50 +1.56 .42 103.77 71.22 AmerStWater AWR 1.6 46 99.47 +1.89.3975 11.79 2.93 ArloTech ARLO ... dd 3.88 –0.22 ... 117.97 73.20 BadgerMeter BMI .8 52 116.74 +0.56 .225 140.02 54.19 BrightHorizons BFAM ... 53 72.23 –0.09 ...
150.28 88.55 AGCO AGCO .7 12 132.81 +9.54 .24 294.40 178.17 AmerTowerREIT AMT 2.6 35 220.08 +4.15 1.47 15.80 10.04 ArmadaHoffler AHH 6.3 20 12.09 –0.13 .19 18.32 1.59 Bakkt BKKT ... dd 1.71 –0.13 ... 8.08 2.04 BrightScholar BEDU ... ... 2.71 +0.06 ...
11.07 3.52 AG Mortgage MITT14.6 dd 5.74 +0.38 .21 25.99 13.82 AmerVanguard AVD .4 24 22.69 +0.87 .025 10.34 4.38 ArmourResREIT ARR 20.4 dd 5.89 +0.31 .10 97.99 46.00 Ball BALL 1.4 19 56.17 +1.08 .20 31.17 14.73 BrightSphere BSIG .2 9 19.85 +0.34 .01
13.22 1.25 a.k.a.Brands AKA ... dd 1.71 –0.11 ... 189.65 122.77 AmerWaterWorks AWK 1.7 21 152.90 +6.19 .655 118.14 71.64 ArmstrongWorld AWI 1.3 19 76.81 +0.47 .254 42.08 17.54 Bally's BALY ... dd 24.41 –0.31 ... 10.42 6.13 BrightSpire BRSP 11.3 8 7.08 +0.04 .20
23.61 5.05 AMC Ent AMC ... dd 7.51 –0.08 ... 7.22 2.52 AmericanWell AMWL ... dd 3.71 –0.04 ... 137.95 89.38 ArrowElec ARW ... 5 110.07 +2.00 ... 22.01 15.48 BancCalifornia BANC 1.4 11 16.96 +0.45 .06 15.33 6.91 BrightView BV ... 45 7.42 –0.06 ...
129.12 82.76 AMN Healthcare AMN ... 12 122.48 +1.54 ... 11.55 10.08 AmericasTechA ATA ... cc 10.53 ... ... 48.59 25.67 ArtisanPtrsAsset APAM 8.7 10 33.77 –0.27 .56 3.77 2.03 BancoBBVA BBAR .0 2 3.21 +0.50.0179 44.03 21.47 BrinkerIntl EAT ... 21 34.81 +0.94 ...
2555.30 12.05 AMTD Digital HKD ... ... 18.05 +0.05 ... 33.52 21.49 AmericoldRealty COLD 3.0 dd 29.69 +0.72 .22 23.43 9.64 Artivion AORT ... dd 13.02 +0.15 ... 6.97 3.93 BancoBilbaoViz BBVA 5.1 6 5.84 +0.23.1168 73.42 48.38 Brink's BCO 1.3 17 60.72 +0.57 .20
25.80 1.75 AMTD IDEA AMTD ... 1 2.00 ... ... 339.41 219.99 Ameriprise AMP 1.5 14 332.41 +3.71 1.25 113.40 15.67 Asana ASAN ... dd 18.46 +0.59 ... 3.55 2.35 BancoBradesco BBDO 3.4 6 2.45 +0.01.0024 81.17 53.22 BristolMyers BMY 2.7 26 79.24 +1.79 .54
10.31 9.86 AP Acqn A APCA ... cc 10.28 ... ... 167.92 113.68 AmerisourceBrgn ABC 1.2 21 167.70 +5.70 .485 203.92 138.88 AsburyAutomotive ABG ... 5 181.56 +3.20 ... 22.74 15.60 BancodeChile BCH 5.7 6 18.22 +0.18 .855 0.25 0.07 BristolMyersRt CELG.RT84.0 ... .13 –0.02.1046
4.18 2.11 ARC Document ARC 6.7 11 2.98 +0.01 .05 148.07 106.17 Ametek AME .6 29 142.57 +3.25 .22 10.40 9.80 AscendantDigA ACDI ... 25 10.24 +0.01 ... 17.41 12.58 Bladex BLX 6.0 8 16.56 +0.37 .25 40.10 21.61 Bristow VTOL ... 46 25.83 +0.76 ...
8.15 4.45 ASETech ASX 8.9 5 6.38 +0.04.4794 5.13 1.95 AmnealPharm AMRX ... dd 2.39 +0.15 ... 12.09 4.61 AshfordHosp AHT ... dd 6.56 –0.19 ... 18.05 9.72 BancoMacro BMA 5.0 3 13.68 +0.75.0786 47.24 33.62 BritishAmTob BTI 6.6 13 40.60 +1.05.7354
131.89 78.26 ASGN ASGN ... 16 90.00 +2.20 ... 6.67 2.75 Ampco-Pitt AP ... dd 3.40 +0.52 ... 112.99 83.29 Ashland ASH 1.2 30 111.70 –0.18 .335 7.98 4.87 BancSanBrasil BSBR 9.0 ... 5.18 +0.03.0447 27.19 17.62 BrixmorProp BRX 4.5 21 23.15 +0.43 .26
21.53 14.46 AT&T T 5.8 7 19.12 +0.15.2775 88.45 61.67 Amphenol APH 1.0 27 80.34 +0.63 .21 61.50 7.93 AspenAerogels ASPN ... dd 13.26 +0.41 ... 22.95 13.37 BcoSantChile BSAC ... 7 14.91 +0.50 ... 9.85 4.15 BroadmarkRealty BRMK10.1 9 4.16 –0.17 .035
33.31 13.85 ATI ATI ... cc 29.51 +0.60 ... 10.38 2.76 AmplifyEnergy AMPY ... 5 8.58 +0.23 ... 27.29 16.88 AssetMarkFin AMK ... 20 24.31 +0.64 ... 6.29 4.52 BcoSantMex BSMX10.0 6 6.11 –0.04.3272 185.40 131.35 BroadridgeFinl BR 2.0 34 148.52 +3.92 .725
3.95 0.48 ATI PhysTherapy ATIP ... dd .51 –0.02 ... 26.01 5.64 AmpriusTech AMPX ... ... 10.80 +0.54 ... 25.78 17.45 AssociatedBanc ASB 3.4 11 24.48 +0.49 .21 4.01 2.26 BancoSantander SAN 2.6 5 2.92 +0.24.0559 26.06 14.98 Broadstone BNL 6.3 25 17.38 –0.01 .275
19.79 12.27 A10Networks ATEN 1.3 36 18.23 +0.60 .06 18.80 9.88 Amrep AXR ... 5 11.33 –0.84 ... 47.50 33.69 AssocCapital AC .5 dd 40.60 –0.11 .10 45.98 23.86 BanColombia CIB 4.2 7 26.39 +0.99.6207 7.61 2.88 BrookdaleSrLiving BKD ... dd 3.14 ... ...
10.26 9.94 AxiosSustGrwA AXAC ... dd 10.22 –0.01 ... 10.31 9.84 AndrettiAcqnA WNNR ... cc 10.28 +0.08 ... 194.12 119.01 Assurant AIZ 2.2 22 128.49 +3.54 .70 50.11 29.31 BankofAmerica BAC 2.3 12 37.70 +0.51 .22 62.47 36.93 BrookfieldMgt BAM 1.2 23 46.56 +1.84 .14
61.39 48.32 AXIS Capital AXS 3.0 14 56.99 +1.61 .43 65.68 44.94 AssuredGuaranty AGO 1.6 15 62.63 +2.02 .25 41.69 28.67 BankofButterfield NTB 5.2 9 33.90 +0.91 .44 64.09 36.93 BrookfieldReins BAMR .0 ... 46.57 +1.87 .14
17.93 7.41 AngelOakMtg AOMR17.0 dd 7.55 –2.13 .32

46.56 15.12 AZEK AZEK ... 24 18.57 –0.29 ... 11.44 9.01 AngelPondA POND ... 45 11.10 +0.98 ... 32.00 2.40 Atento ATTO ... dd 5.16 –0.52 ... 92.38 70.15 BankofHawaii BOH 3.4 15 82.84 +3.43 .70 36.79 20.90 BrookfieldBus BBUC 1.2 3 21.57 –0.28.0625
56.93 30.21 AZZ AZZ 1.6 cc 41.41 +0.81 .17 26.96 11.94 AngloGoldAsh AU 2.3 14 18.16 +0.98.2935 10.26 9.85 AthenaCnsmrA ACAQ ... dd 10.22 +0.04 ... 122.77 81.57 BankofMontreal BMO 3.4 8 99.33 +0.541.0846 53.64 37.55 BrookfieldInfr BIPC 3.1 20 46.13 +0.80 .36
25.96 7.65 Aaron's AAN 3.9 23 11.58 +0.53.1125 67.91 44.51 AB InBev BUD .7 29 56.59 +1.06.3998 10.05 9.55 AthenaTechII A ATEK ... cc 10.01 +0.03 ... 64.63 36.22 BankNY Mellon BK 3.2 14 45.67 +1.11 .37 46.01 32.09 BrookfieldInfr BIP 3.8 55 37.76 +0.61 .36
142.60 93.25 AbbottLabs ABT 1.8 24 106.96 +3.09 .47 34.16 15.11 AnnalyCap NLY 16.3 3 21.65 +1.74 .88 123.53 70.50 Atkore ATKR ... 6 117.23 +1.23 ... 74.86 45.26 BankNovaScotia BNS 6.0 8 53.36 +1.81.7941 44.41 28.40 BrookfieldRenew BEPC 4.0 17 32.32 +1.49 .32
175.91 115.10 AbbVie ABBV 3.7 21 159.62 +4.64 1.48 26.21 8.39 AnnovisBio ANVS ... dd 13.38 +0.30 ... 16.23 10.13 Atlas ATCO 3.2 7 15.39 +0.06 .125 46.75 33.54 BankUnited BKU 2.7 9 36.57 +0.51 .25 74.00 52.91 Brown&Brown BRO .8 27 59.26 +2.32 .115
42.09 14.02 Abercrombie&Fitch ANF ... 56 23.77 +4.99 ... 10.07 9.65 AtlasCrestII A ACII ... 32 10.07 +0.03 ... 10.13 9.86 BanyanAcqnA BYN ... 24 10.09 –0.01 ... 76.60 56.97 Brown-Forman A BF.A 1.1 39 72.59 +2.01.2055
11.57 8.56 AnteroMidstream AM 8.1 17 11.06 +0.11 .225
22.64 12.28 AcadiaRealty AKR 4.7 dd 15.18 +0.28 .18 122.96 88.96 AtmosEnergy ATO 2.5 21 119.16 +4.11 .74 12.20 5.89 Barclays BCS 3.9 ... 7.81 +0.21 .104 78.15 60.23 Brown-Forman B BF.B 1.1 39 72.73 +2.94.2055
48.80 15.38 AnteroResources AR ... 6 37.27 +3.10 ...
14.04 7.65 AccelEnt ACEL ... 12 8.59 –0.23 ... 7.49 1.52 ATRenew RERE ... dd 1.59 –0.23 ... 11.28 7.89 BaringsBDC BBDC10.3 31 9.20 +0.21 .24 103.43 61.89 Brunswick BC 2.0 9 73.25 +0.21 .365
20.59 6.09 AnywhereRealEst HOUS ... 4 6.84 +0.26 ...
10.05 9.68 AccelerateA AAQC ... 27 10.04 +0.02 ... 3.36 0.27 Audacy AUD ... dd .36 +0.03 ... 9.74 1.90 Barnes&NobleEduc BNED ... dd 2.54 –0.11 ... 51.55 26.50 Buckle BKE 3.2 9 44.04 +2.99 .35
341.98 246.21 Aon AON .7 24 307.08 +5.76 .56
417.37 242.95 Accenture ACN 1.5 28 296.40 +9.90 1.12 40.89 20.49 Autohome ATHM 1.9 15 26.78 –1.61 .53 48.79 27.93 BarnesGroup B 1.6 80 40.44 +1.21 .16 12.35 5.09 Buenaventura BVN 1.0 6 8.11 +0.23 .073
55.82 35.22 AptIncmREIT AIRC 4.8 6 37.25 +1.06 .45
9.96 9.60 AcropolisInfrA ACRO ... dd 9.86 +0.01 ... 108.62 65.74 Autoliv ALV 3.0 20 87.78 –0.05 .66 26.07 13.01 BarrickGold GOLD 4.1 15 16.02 +0.40 .20 23.50 12.47 Build-A-Bear BBW .0 6 18.83 +0.18 1.25
9.79 5.22 ApartmtInv AIV 20.0 5 8.21 +0.24 .02
220.97 142.71 AcuityBrands AYI .3 17 190.78 +4.57 .13 135.57 94.92 AutoNation AN ... 5 120.28 +0.58 ... 77.91 25.75 Bath&BodyWks BBWI 2.0 11 40.37 +2.14 .20 9.98 9.65 BuildAcqnA BGSX ... 41 9.95 ... ...
10.44 9.75 ApeironCapA APN ... 31 10.21 +0.07 ...
56.48 37.46 Acushnet GOLF 1.6 19 44.09 –1.26 .18 2575.29 1703.32 AutoZone AZO ... 22 2562.12 +101.28 ... 10.41 9.75 BatteryFutureA BFAC ... 19 10.18 +0.02 ... 86.48 48.91 BuildersFirst BLDR ... 4 60.52 –3.68 ...
13.55 6.78 Adecoagro AGRO 3.9 6 8.22 +0.23.1602 26.84 13.09 APi Group APG ... dd 18.79 –0.15 ...
259.05 158.35 Avalonbay AVB 3.7 19 170.06 +0.87 1.59 20.20 12.20 Bausch+Lomb BLCO ... 89 14.83 –0.17 ... 128.40 80.41 Bunge BG 2.5 10 101.78 +1.08 .625
50.96 27.15 Adient ADNT ... dd 39.24 –0.30 ... 14.55 7.91 ApolloComRlEst ARI 11.6 6 12.04 +0.18 .35 52.51 37.64 Avangrid AGR 4.1 18 42.58 +0.88 .44
75.39 45.62 ApolloGlbMgmt APO 2.4 dd 66.46 +4.52 .40 28.35 4.00 BauschHealth BHC ... 10 6.90 –0.67 ... 11.20 6.94 BurfordCapital BUR 2.8 ... 9.04 +0.01.0625
10.01 9.80 AditEdTechA ADEX ... cc 10.01 +0.01 ... 36.22 19.32 AvanosMedical AVNS ... 30 26.83 –0.13 ...
10.00 9.66 ApolloStratII A APGB ... 44 9.99 ... ... 89.70 49.83 BaxterIntl BAX 2.1 dd 56.00 +1.00 .29 304.18 106.47 BurlingtonStrs BURL ... 79 196.60 +38.74 ...
44.40 19.14 AdtalemGlbEduc ATGE ... dd 40.34 –0.49 ... 42.48 17.91 Avantor AVTR ... 24 21.44 +0.56 ... 2.93 0.70 Beachbody BODY ... dd .77 –0.03 ... 8.72 2.31 ButterflyNtwk BFLY ... dd 3.05 –0.18 ...
244.55 145.59 AdvanceAuto AAP 4.0 19 150.00 +2.50 1.50 18.69 13.79 AppleHospREIT APLE 5.7 25 16.72 +0.25 .08 21.75 0.60 Avaya AVYA ... dd 1.14 –0.19 ...
132.72 88.09 AppliedIndlTechs AIT 1.0 18 131.91 +2.45 .34 10.39 9.75 BeardEnerA BRD ... ... 10.12 +0.06 ... 29.15 20.15 BylineBancorp BY 1.6 10 22.43 –0.21 .09
153.36 80.76 AdvDrainageSys WMS .5 18 96.42 +5.70 .12 219.41 151.62 AveryDennison AVY 1.6 19 192.36 +4.14 .75 23.97 9.47 BeazerHomes BZH ... 2 13.62 +0.04 ...
10.19 9.66 AdvMergerPtrsA AMPI ... 20 10.05 +0.02 ... 129.09 90.23 Aptargroup ATR 1.4 30 105.91 –0.13 .38 58.60 27.65 Avient AVNT 2.9 17 33.90 +1.36.2475 C
175.91 77.96 Aptiv APTV ... 92 105.86 –2.17 ... 277.29 215.90 BectonDicknsn BDX 1.5 40 238.06 +12.47 .91
57.10 30.69 AdvanSix ASIX 1.4 7 40.88 +1.70 .145 46.90 35.72 Avista AVA 4.3 23 41.00 +2.07 .44 82.83 47.89 Belden BDC .3 23 79.75 –1.62 .05
6.22 3.76 Aegon AEG 3.6 24 4.90 +0.06.1096 41.20 28.74 Aramark ARMK 1.1 55 41.09 +0.45 .11 34.12 20.66 AxaltaCoating AXTA ... 30 26.80 +0.81 ... 313.52 238.29 CACI Intl CACI ... 20 311.08 +7.32 ...
18.88 11.16 ArborRealty ABR 10.5 8 14.64 +0.33 .40 29.09 20.20 BellRing BRBR ... 31 23.86 +1.41 ...
6.57 1.85 Aenza AENZ ... ... 2.06 –0.52 ... 61.79 33.91 AxosFinancial AX ... 10 40.24 +0.98 ... 30.00 21.11 BenchmarkElec BHE 2.3 17 28.55 ... .165 5.59 2.73 CBD Pao CBD 1.7 3 3.38 +0.07.0713
69.36 37.20 AerCap AER ... dd 60.08 +0.74 ... 37.87 19.25 ArcelorMittal MT 1.2 2 26.59 +0.70 .38 17.46 6.13 Azul AZUL ... dd 7.15 –0.17 ... 50.57 35.32 CBIZ CBZ ... 25 49.82 +1.07 ...
183.53 73.54 ArchResources ARCH .6 3 156.87 +6.4910.50 7.95 2.33 BensonHill BHIL ... dd 3.21 –0.02 ...
51.93 35.47 AerojetRocket AJRD ... 44 50.99 –0.22 ... 21.53 3.26 AzurePowerGlbl AZRE ... dd 6.10 +0.72 ... 10.15 9.65 BerensonAcqnI BACA ... 18 10.03 +0.02 ... 34.91 21.66 CBL&Assoc CBL 3.4 dd 29.05 +0.42 .25
10.75 1.54 AevaTech AEVA ... dd 1.57 –0.15 ... 26.11 12.59 ArchaeaEnergy LFG ... dd 25.88 +0.01 ... 111.00 66.31 CBRE Group CBRE ... 13 77.28 +1.98 ...
76.06 50.44 Berkley WRB .5 16 75.19 +1.86 .10
176.75 108.12 AffiliatedMgrs AMG .0 12 156.88 +3.01 .01 7.81 2.30 ArcherAviation ACHR ... dd 2.51 +0.04 ... B 544389 393012 BerkHathwy A BRK.A ... dd 478675 +10385 ... 13.46 7.41 CCC Intelligent CCCS ... dd 9.04 +0.29 ...
10.02 9.66 AfricanGoldA AGAC ... 48 9.99 +0.01 ... 98.88 61.80 ArcherDaniels ADM 1.6 13 97.40 +2.25 .40 10.05 9.72 CCNeubergerIII A PRPC ... 23 10.04 +0.01 ...
362.10 259.85 BerkHathwy B BRK.B ... dd 317.43 +6.67 ...
10.00 9.57 AfterNextA AFTR ... 22 9.95 +0.01 ... 10.44 6.28 Archrock AROC 6.8 34 8.50 +0.07 .145 5.75 1.25 Bark BARK ... dd 1.58 –0.19 ... 119.60 57.25 CF Industries CF 1.5 7 108.62 +7.28 .40
31.78 23.62 BerkshireHills BHLB 2.3 18 31.27 +0.98 .18
162.62 112.52 AgilentTechs A .6 38 156.96 +10.77 .225 35.74 16.33 Arconic ARNC ... 50 22.46 +2.25 ... 34.27 12.29 B&G Foods BGS 5.8 dd 13.15 +0.17 .19 10.25 9.87 C5AcqnA CXAC ... cc 10.12 ... ...
74.73 44.52 BerryGlobal BERY 1.7 10 57.18 +2.53 .25
23.65 14.15 Agiliti AGTI ... 57 15.00 +0.43 ... 8.44 4.83 ArcosDorados ARCO 1.7 12 7.25 –0.04 .03 59.34 39.88 BCE BCE 5.7 20 48.03 +0.69.7017 116.22 60.79 BestBuy BBY 4.3 12 81.23 +9.18 .88 89.05 72.23 CGI GIB ... 18 85.51 +0.15 ...
28.36 14.36 agilon health AGL ... dd 16.66 –0.51 ... 65.80 43.42 Arcosa ACA .3 29 59.38 –0.04 .05 5.90 0.51 BEST BEST ... 0 .51 –0.05 ... 19.08 6.41 CI&T CINT ... 36 7.14 +0.45 ...
50.87 15.16 BigLots BIG 6.3 dd 19.04 +0.99 .30
67.14 36.69 AgnicoEagle AEM 3.2 34 49.87 +2.14 .40 16.12 0.91 BigBear.ai BBAI ... dd .98 ... ... 23.25 8.50 CI Financial CIXX 4.9 6 10.72 +0.18.1335
80.44 61.62 AgreeRealty ADC 4.1 38 70.47 +0.49 .24 819.98 540.33 BiglariA BH.A ... dd 679.00 +2.94 ... 73.76 52.41 CMS Energy CMS 3.0 14 61.26 +1.26 .46
47.00 29.75 AirLease AL 2.1 dd 38.43 +1.35 .20 167.39 110.56 BiglariB BH ... dd 140.46 –3.20 ... 50.33 35.90 CNA Fin CNA 3.7 13 42.85 +0.83 .40
311.13 216.24 AirProducts APD 2.1 31 309.91 +13.43 1.62 308.20 89.87 Bill.com BILL ... dd 121.47 +8.16 ... 17.13 10.60 CNH Indl CNHI 1.7 13 16.07 +0.69.3072
160.71
9.81
61.55
105.30
108.35
6.35
38.19
75.24
AlamoGroup
AlamosGold
AlaskaAir
AlbanyIntl
ALG .5
AGI 1.0
ALK ...
AIN .8
19
cc
cc
31
149.53
9.61
46.90
102.66
–0.58 .18
+0.69 .025
+0.22 ...
+0.87 .21
Five-Day Dow Composite 17.39
771.69
9.05
10.00
5.54
344.63
0.20
9.64
Biohaven
Bio-RadLab A
BirdGlobal
BiteAcqn
BHVN ...
BIO ...
BRDS ...
BITE ...
...
dd
dd
cc
15.85
404.06
.25
10.00
+1.75 ...
+5.94 ...
+0.04 ...
+0.02 ...
26.74
24.21
79.17
54.54
16.56
13.00
19.11
31.22
CNO Financial
CNX Resources
CONSOL Energy
CRH
CNO 2.4
CNX ...
CEIX 6.1
CRH 2.9
dd
6
6
8
23.21
18.17
68.57
40.63
+0.51 .14
+0.19 ...
+8.15 1.05
+0.97 .24
334.55 169.93 Albemarle ALB .6 21 272.82 –4.16 .395 80.95 59.08 BlackHills BKH 3.5 18 70.73 +2.42 .625 40.73 7.34 CS Disco LAW ... dd 7.77 –0.17 ...
37.99 20.05 Albertsons ACI 2.3 7 20.67 +0.15 .12 Holiday Treat: After losses early in the week, the Dow industrials edged 84.27 52.00 BlackKnight BKI ... 20 62.69 +1.89 ... 23.07 17.18 CTO Realty CTO 7.4 cc 20.46 +0.07 .38
98.09 33.55 Alcoa AA .8 dd 47.89 +0.58 .10 10.11 9.82 BlackMountainA BMAC ... ... 10.11 +0.04 ... 45.22 31.07 CTS CTS .4 25 42.01 –0.21 .04
88.78 55.21 Alcon ALC .3 59 68.32 +2.62 .20 up 1.8% for the week on light Thanksgiving-holiday volumes. Retailer Best 9.95 9.39 BlackSpadeA BSAQ ... 82 9.94 ... ... 39.36 11.29 C3.ai AI ... dd 12.61 –0.16 ...
25.66 15.80 Alexander&Baldwin ALEX 4.0 54 19.84 –0.06 .22 10.08 3.94 BlackBerry BB ... dd 4.84 +0.08 ... 18.06 2.97 Curo CURO13.9 dd 3.17 +0.07 .11
274.46 200.97 Alexander's ALX 7.4 10 242.31 –1.56 4.50 Buy led gains, while rising Chinese Covid cases sent Alibaba lower. 934.76 503.12 BlackRock BLK 2.6 20 737.78 +17.17 4.88 43.61 14.51 CVR Energy CVI 4.0 12 40.10 –0.06 1.00
224.95 126.74 AlexandriaRlEst ARE 3.1 47 154.12 +3.95 1.18 8.98 1.00 BlackSkyTech BKSY ... dd 1.70 –0.03 ... 179.74 74.56 CVR Partners UAN .0 5 121.78 +2.28 1.77
138.70 58.01 Alibaba BABA ... cc 75.50 –4.98 ... Monday Tuesday Wednesday Thursday Friday 149.51 79.55 Blackstone BX 5.5 25 90.00 –1.68 .90 111.25 86.28 CVS Health CVS 2.2 43 101.26 +3.91 .55
11.10 6.31 Alight ALIT ... 59 8.59 +0.27 ... 32.91 21.49 BlackstoneMtg BXMT 9.8 10 25.19 +1.09 .62 1869.42 620.57 CableOne CABO 1.6 12 714.38 +31.03 2.85
133.74 87.33 Allegion ALLE 1.4 23 114.32 +1.36 .41 11.69 1.31 BlendLabs BLND ... dd 1.38 –0.45 ... 78.62 50.96 Cabot CBT 2.0 20 74.57 +2.34 .37
28.44 2.33 Allego ALLG ... ... 4.07 +0.50 ... 34,440 48.76 21.08 BlockHR HRB 2.7 13 43.10 +0.28 .29 64.18 34.70 Cactus WHD .8 34 52.89 –2.28 .11
68.61
54.89
47.77
31.31
Allete
AllianceBernstein
ALE 3.9
AB 8.6
18
12
66.93
41.11
+1.93 .65
+1.71 .64 H 220.60
31.47
51.34
11.47
Block
BloomEnergy
SQ
BE
...
...
dd
dd
63.38
22.11
–2.44 ...
+1.05 ...
34.24
31.50
22.04
17.40
CadenceBank
Cadre
CADE 3.0
CDRE 1.2
17
cc
28.90
25.64
+0.78 .22
+0.25 .08
44.70 32.63 AllisonTransm ALSN 1.9 9 44.05 +0.49 .21 12.76 1.00 BlueApron APRN ... dd 1.08 –0.04 ... 27.97 15.23 CAE CAE ... 70 21.72 +0.47 ...
144.46 106.11 Allstate ALL 2.5 dd 135.42 +2.68 .85 O 34,200 16.95 8.06 BlueOwlCapital OWL 4.1 dd 11.71 –0.16 .12 31.13 17.82 Caleres CAL 1.1 5 24.53 –3.09 .07
53.83 24.83 AllyFinancial ALLY 4.5 5 26.67 +0.66 .30 36.10 16.24 BluegreenVac BVH 2.8 6 21.40 +0.15 .15 51.46 35.95 CaliforniaRscs CRC 2.4 3 46.26 +0.56.2825
186.98 43.00 AlphaMetal AMR 1.0 2 169.30 +9.36 5.00 L 100.01 57.50 BlueLinx BXC ... 2 67.25 –2.25 ... 72.08 48.46 CalWtrSvc CWT 1.5 44 65.53 +2.27 .25
21.07 15.41 AlpineIncmProp PINE 5.7 8 19.02 +0.31 .275 10.01 9.70 BlueRiverA BLUA ... 63 10.00 ... ... 80.95 31.59 Calix CALX ... 96 68.40 –1.42 ...
15.54
10.00
8.65
9.60
AltaEquipment
AltC Acqn
ALTG 1.9
ALCC ...
61
cc
12.03
9.87
–0.33 .057
+0.01 ...
I 33,960 10.51
229.67
9.74
113.02
BluescapeOppsAcqn
Boeing
BOAC ...
BA ...
18
dd
9.94
178.36
+0.16 ...
+4.47 ...
66.48
180.37
31.23
107.90
CallonPetrol
CamdenProperty
CPE ...
CPT 3.2 16
2 42.39
118.13
+0.06 ...
+3.31 .94
76.35
17.30
40.57
3.94
Alteryx
AlticeUSA
AYX ...
ATUS ...
dd
3
43.98
4.65
–0.22 ...
+0.42 ...
(Previous Friday Close) D 85.17
131.02
55.14
50.20
BoiseCascade
BootBarn
BCC .8
BOOT ... 10
3 73.02
63.64
+0.20 1.00
+2.43 ...
32.49
53.28
18.03
39.85
Cameco
CampbellSoup
CCJ .4
CPB 2.8
cc
21
24.20
53.04
+0.36.0625
+1.48 .37
10.00
10.54
9.69
9.70
AltimarAcqnIIIA
AltimeterGrw2
ATAQ ...
AGCB ...
28
cc
9.99
10.02
+0.01 ...
... ...
A 33,720 112.55
10.02
69.68
1.00
BoozAllen
BoqiiHolding
BAH 1.6
BQ ...
27
dd
108.01
1.31
+0.78 .43
+0.03 ...
46.77
47.40
20.85
14.51
CampingWorld
CanadaGoose
CWH 9.0
GOOS ... 30
6 27.92
18.33
+0.38 .625
+0.22 ...
57.05
14.72
40.35
4.26
Altria
AltusPower
MO 8.4
AMPS ...
17
dd
44.74
6.84
+0.54 .94
–0.22 ... -45.41 +397.82 +95.96 Y +152.97
50.09
6.96
31.14
1.45
BorgWarner
BorrDrilling
BWA 1.6
BORR ...
12
dd
42.24
4.65
+0.02 .17
+0.04 ...
66.24
137.19
39.72
103.79
CIBC
CanNtlRlwy
CM 5.3
CNI 1.7 23
9 48.71
127.67
+1.24.6423
+3.25.5401
16.64 7.24 AmbacFin AMBC ... 2 15.35 +0.34 ... 33,480 547.71 287.00 BostonBeer SAM ... cc 377.07 +0.42 ... 70.60 37.40 CanNaturalRes CNQ 4.2 7 60.16 +0.44.5679
3.32 2.42 Ambev ABEV 3.7 18 2.91 +0.04.0839 30.94 18.68 BostonOmaha BOC ... dd 28.02 +0.82 ... 84.22 65.17 CanPacRlwy CP .7 33 81.46 +2.95.1395
12.28 0.49 AmbrxBio AMAM ... dd .49 –0.02 ... 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 133.11 68.80 BostonProps BXP 5.5 12 71.65 +0.76 .98 3.82 1.58 Cango CANG .0 dd 1.63 –0.87 .98
13.61 10.42 Amcor AMCR 4.1 22 12.08 +0.26.1225 47.50 34.98 BostonSci BSX ... cc 44.15 +1.19 ... 36.50 17.11 Cannae CNNE ... dd 23.11 –0.43 ...
99.20 73.28 Ameren AEE 2.7 22 88.81 +2.63 .59 15.28 6.96 Bowlero BOWL ... dd 13.23 +0.31 ... 10.12 1.48 CanoHealth CANO ... dd 1.71 +0.06 ...
D ATA NEW YORK STOCK EXCHANGE COMPOSITE LIST B A R R ON S .C OM / D ATA

25.79 20.84 Canon CAJ 3.2 14 23.00 +0.21.4395 21.23 6.86 Volaris VLRS ... dd 10.23 +0.25 ... 190.43 132.36 FTI Consulting FCN ... 27 173.35 +4.57 ... 30.02 14.62 GlobalShipLease GSL 8.6 2 17.45 –0.18 .375
162.40 90.27 CapitalOne COF 2.4 5 101.72 +2.76 .60 430.67 244.22 Cooper COO .0 36 314.38 +6.98 .03 E 131.49 74.57 Fabrinet FN ... 22 129.74 –0.04 ... 324.29 155.01 Globant GLOB ... 55 178.09 +3.84 ...
72.37 36.90 Capri CPRI ... 9 53.30 +0.72 ... 27.35 3.53 Cooper-Standard CPS ... dd 7.23 –0.21 ... 495.40 345.92 FactSet FDS .8 44 455.58 +17.81 .89 117.91 85.25 GlobeLife GL .7 17 117.30 +3.58.2075
81.57 45.85 CardinalHealth CAH 2.5 dd 78.95 +1.27.4957 97.63 55.25 Copa CPA ... 9 86.38 +5.27 ... 10.07 9.62 EG Acqn A EGGF ... 69 9.87 +0.01 ... 623.61 340.48 FairIsaac FICO ... 41 589.07 +12.87 ... 81.78 52.60 GlobusMedical GMED ... 47 71.54 +2.57 ...
23.59 15.90 CareTrustREIT CTRE 5.8 dd 18.97 +0.44 .275 32.54 19.85 Core&Main CNM ... 11 21.21 –0.07 ... 55.88 20.49 elfBeauty ELF ... 89 55.51 +0.60 ... 10.70 9.76 FarPeakAcqnA FPAC ... 17 9.95 ... ... 88.32 64.65 GoDaddy GDDY ... 36 75.92 +1.89 ...
318.71 211.06 Carlisle CSL 1.2 16 258.32 +7.57 .75 35.83 13.19 CoreLabs CLB .2 64 20.90 –0.87 .01 156.67 95.64 EMCOR EME .4 21 155.40 +0.07 .15 37.46 6.52 Farfetch FTCH ... 6 7.92 –0.19 ... 11.01 9.86 GoGreenInvtsA GOGN ... cc 10.27 ... ...
152.28 54.85 CarMax KMX ... 13 66.76 +0.20 ... 23.50 19.14 CorebridgeFin CRBG 4.1 1 22.39 +0.46 .23 32.56 20.38 ENI E 4.2 3 29.72 +0.55.3107 16.43 10.62 FarmlandPtrs FPI 1.8 80 13.38 –0.33 .06 17.20 7.03 GoldFields GFI 2.5 11 10.91 +0.33.1688
23.86 6.11 Carnival CCL ... dd 9.73 +0.26 ... 42.73 20.45 CoreCard CCRD ... 17 29.90 –0.44 ... 150.88 80.67 EOG Rscs EOG 2.3 11 142.64 +1.62 .825 44.08 7.32 Fastly FSLY ... dd 8.55 –0.38 ... 10.05 9.67 GoldenFalconA GFX ... 29 10.05 +0.02 ...
22.12 5.43 Carnival CUK ... dd 8.78 +0.26 ... 14.24 8.39 CoreCivic CXW ... 12 12.19 +0.05 ... 719.56 168.59 EPAM Systems EPAM ... 51 349.15 +7.69 ... 11.50 1.78 FathomDigital FATH ... dd 2.37 –0.10 ... 20.60 14.04 GoldmanSachsBDC GSBD11.4 18 15.77 ... .45
44.96 24.76 CarpenterTech CRS 2.0 dd 40.95 –0.04 .20 4.37 1.51 CorEnergyInfr CORR 8.1 dd 2.47 +0.10 .05 56.38 34.58 EPR Prop EPR 8.0 20 41.18 +1.15 .275 130.61 90.38 FedAgriMtg C AGM 3.0 10 126.82 +2.63 .95 412.66 277.84 GoldmanSachs GS 2.6 10 388.86 +9.66 2.50
66.33 22.71 CarriageSvcs CSV 1.9 9 24.21 +0.14.1125 43.47 28.98 Corning GLW 3.2 16 34.12 +0.23 .27 10.02 9.67 EQ Health A EQHA ... 29 10.02 +0.05 ... 140.51 86.43 FederalRealty FRT 3.9 23 110.25 +1.84 1.08 46.80 22.67 Gorman-Rupp GRC 2.5 47 27.70 +0.22 .175
57.69 33.10 CarrierGlobal CARR 1.4 11 44.21 +0.29 .15 9.57 5.00 CorpAmAirports CAAP ... ... 9.27 +0.48 ... 51.97 17.95 EQT EQT 1.4 10 43.03 +2.00 .15 50.56 31.86 FederalSignal FSS .7 29 49.31 –0.83 .09 81.09 56.48 Graco GGG 1.2 27 70.22 +0.36 .21
19.09 8.75 Cars.com CARS ... cc 13.88 –0.07 ... 29.64 22.22 CorpOfficeProp OFC 4.0 29 27.60 +1.03 .275 58.08 32.12 ESAB ESAB .4 ... 46.59 +0.89 .05 39.82 27.88 FederatedHermes FHI 2.9 14 37.70 –0.02 .27 10.01 9.63 GrafAcqnIV GFOR ... 34 9.94 +0.04 ...
107.96 62.66 Carter's CRI 4.0 11 75.13 +0.26 .75 10.00 9.61 CorsairPtrA CORS ... 28 9.91 ... ... 96.69 60.03 ESCO Tech ESE .3 30 95.97 +4.63 .08 266.79 141.92 FedEx FDX 2.6 12 176.70 +1.98 1.15 12.52 4.07 GrafTechIntl EAF .7 3 5.36 +1.14 .01
296.70 6.50 Carvana CVNA ... dd 7.97 –0.09 ... 68.43 43.74 Corteva CTVA .9 36 66.33 +1.13 .15 10.03 9.67 ESM Acqn A ESM ... 73 10.01 ... ... 183.67 99.16 Ferguson FERG 2.3 12 120.46 +3.59 1.91 13.97 6.51 Graham GHM ... dd 10.35 +0.20 ...
136.13 40.69 Catalent CTLT ... 18 41.39 –1.65 ... 20.97 11.36 Cosan CSAN 4.9 22 12.49 –0.20.2635 16.68 2.59 ESSTech GWH ... dd 3.41 –0.45 ... 271.95 167.45 Ferrari RACE ... 40 218.14 +1.81 ... 675.00 525.58 GrahamHoldings GHC 1.0 22 642.84 –5.08 1.58
10.03 9.69 CatchaInvtA CHAA ... ... 10.03 +0.03 ... 18.01 8.55 Costamare CMRE 4.6 3 9.98 +0.29 .115 12.55 4.89 E2open ETWO ... dd 5.82 +0.28 ... 56.44 34.51 FidNatlFin FNF 4.4 7 40.70 +1.00 .45 612.06 440.48 Grainger GWW 1.1 21 604.25 +7.22 1.72
239.85 160.60 Caterpillar CAT 2.0 17 235.70 +4.27 1.20 36.55 18.39 CoterraEnergy CTRA 9.0 6 27.61 +1.01 .53 169.15 101.98 EagleMaterials EXP .7 12 134.62 +3.81 .25 122.06 56.53 FidNatlInfo FIS 2.8 43 65.98 +4.57 .47 41.42 25.35 GraniteConstr GVA 1.5 29 35.50 +0.07 .13
18.10 9.07 Cato CATO 6.5 dd 10.45 +0.23 .17 10.82 5.90 Coty COTY ... 90 7.58 –0.19 ... 22.25 9.41 EarthstoneEner ESTE ... 4 15.64 –0.32 ... 2.27 0.76 51TalkOnlineEd COE ... dd 1.70 –0.02 ... 12.47 5.45 GranitePointMtg GPMT15.7 dd 6.36 +0.36 .25
8.54 0.25 Cazoo CZOO ... ... .30 –0.03 ... 30.65 8.98 Coupang CPNG ... dd 19.73 +0.04 ... 23.65 14.80 EasterlyGovtProp DEA 6.7 66 15.84 +0.06 .265 10.04 9.71 FigureAcqnI A FACA ... 34 10.04 +0.02 ... 14.00 8.36 GraniteRidge GRNT 3.4 cc 9.46 –0.34 .08
62.56 37.78 CedarFairRec FUN 2.9 9 41.44 +0.50 .30 30.99 9.81 Coursera COUR ... dd 13.76 –0.28 ... 229.84 137.47 EastGroup EGP 3.2 30 156.75 +0.56 1.25 5.01 1.20 FinanceofAm FOA ... dd 1.41 –0.16 ... 24.07 17.63 GraphicPkg GPK 1.8 17 22.78 +0.25 .10
176.50 86.71 Celanese CE 2.7 7 104.64 +3.41 .70 42.41 21.72 CousinsProperties CUZ 4.9 13 26.04 +1.08 .32 129.48 69.91 EastmanChem EMN 3.5 10 86.98 +2.73 .76 10.29 9.64 FinTechEvolA FTEV ... 28 10.01 +0.01 ... 49.40 10.30 GravitasEduc GEHI ... ... 14.91 –1.10 ...
13.40 8.21 Celestica CLS ... 10 11.25 +0.05 ... 114.87 82.14 Crane CR 1.7 17 107.45 +2.66 .47 7.50 3.46 EastmanKodak KODK ... dd 4.33 –0.18 ... 6.05 2.68 FinVolution FINV 4.3 4 4.34 –0.32 .205 24.81 8.61 GrayTelevision GTN 2.9 4 10.89 –0.12 .08
7.00 4.39 CementosPacasm CPAC 9.2 9 5.25 +0.09.5276 8.29 5.22 Crawford A CRD.A 3.6 dd 6.60 +0.06 .06 174.47 122.50 Eaton ETN 2.0 29 166.11 +1.10 .81 81.54 43.54 FirstAmerFin FAF 3.8 13 54.58 +1.53 .52 23.29 8.50 GrayTelevision A GTN.A 3.0 4 10.77 +0.02 .08
6.93 3.20 Cemex CX ... 7 4.54 +0.04 ... 8.65 5.20 Crawford B CRD.B 4.1 dd 5.85 +0.09 .06 237.38 131.04 Ecolab ECL 1.4 38 148.95 +0.84 .51 16.62 11.94 FirstBanCorp FBP 3.1 10 15.41 +0.47 .12 13.65 7.33 GreatAjax AJX 13.8 dd 7.84 +0.04 .27
24.91 10.72 CenovusEnergy CVE 1.6 10 20.11 –0.14 .077 182.11 108.05 Credicorp BAP 2.6 10 153.48 +2.343.9936 19.81 8.59 Ecopetrol EC 14.0 3 10.43 +0.54.7966 17.63 12.76 FirstCmwlthFin FCF 3.3 11 14.70 +0.19 .12 32.25 16.80 GreenBrickPtrs GRBK ... 4 24.42 +1.45 ...
98.53 69.51 Centene CNC ... 25 84.86 +2.18 ... 10.57 3.52 CreditSuisse CS 1.1 dd 3.59 –0.66.0528 12.05 8.20 Ecovyst ECVT ... 20 9.10 +0.03 ... 24.78 15.00 FirstHorizon FHN 2.4 17 24.77 +0.31 .15 39.02 16.93 GreenDot GDOT ... 23 19.96 +1.42 ...
33.50 25.03 CenterPointEner CNP 2.3 13 31.04 +1.37 .18 19.65 10.86 CrescentEnergy CRGY 4.4 7 14.28 +0.22 .17 51.86 32.00 EdgewellPersonal EPC 1.4 23 41.63 +0.61 .15 66.74 42.91 FirstIndRlty FR 2.3 17 50.26 +1.17 .295 53.46 23.80 Greenbrier GBX 2.8 27 38.01 +0.85 .27
10.57 3.77 CenterraGold CGAU 4.0 5 5.28 +0.17 .054 10.96 4.06 CrescentPoint CPG 3.0 3 7.84 –0.18.0587 73.32 54.45 EdisonInt EIX 4.4 34 64.23 +2.51 .70 14.59 6.31 FirstMajestic AG .3 dd 9.48 +0.40.0061 20.32 5.65 Greenhill GHL 4.1 50 9.74 –0.29 .10
112.27 60.52 Centerspace CSR 4.4 dd 65.70 –1.10 .73 32.96 22.88 CrestwoodEquity CEQP 9.0 94 29.13 –0.18 .655 131.73 67.13 EdwardsLife EW ... 33 76.36 +1.32 ... 217.36 106.86 FirstRepBank FRC .9 15 124.21 +2.26 .27 9.18 2.32 GreenTree GHG 19.5 9 2.72 ... .53
10.39 5.17 CentraisElBras EBR 3.5 15 8.45 +0.32.1306 25.33 9.73 CrossTimbers CRT 8.7 13 22.29 +1.26 .161 30.85 11.34 ElancoAnimal ELAN ... dd 12.57 +0.66 ... 48.85 35.32 FirstEnergy FE 3.9 18 39.86 +1.38 .39 74.22 53.65 Greif A GEF 2.7 11 72.96 +1.97 .50
30.97 19.05 CentralPacFin CPF 4.9 8 21.13 +0.53 .26 209.87 121.71 CrownCastle CCI 4.4 38 141.19 +5.351.565 162.46 50.33 Elastic ESTC ... dd 58.88 +0.87 ... 12.30 4.42 FiscalNote NOTE ... dd 5.45 –0.85 ... 80.16 53.45 Greif B GEF.B 3.8 8 79.14 +1.60 .75
5.29 2.73 CentralPuerto CEPU ... 6 5.25 +0.52 ... 130.42 66.00 CrownHoldings CCK 1.1 dd 82.87 +2.47 .22 12.49 5.06 EldoradoGold EGO ... dd 7.59 +0.76 ... 22.64 6.41 Fisker FSR ... dd 7.48 –0.51 ... 36.75 17.56 Griffon GFF 1.1 dd 36.59 +0.43 .10
86.07 39.00 CenturyComm CCS 1.7 3 47.79 +1.35 .20 25.26 15.31 ElementSolns ESI 1.6 27 19.45 +0.31 .08 6.90 2.00 FivePoint FPH ... dd 2.14 –0.07 ... 71.51 8.23 Grindr GRND ... dd 9.55 –26.95 ...
10.04 9.80 CrownPropA CPTK ... cc 10.02 +0.01 ...
113.76 43.23 CeridianHCM CDAY ... dd 67.10 +1.82 ... 549.52 392.40 ElevanceHealth ELV 1.0 20 513.86 +18.54 1.28 154.93 26.16 FiverrIntl FVRR ... dd 35.09 –2.06 ... 212.23 136.16 Group1Auto GPI .8 5 190.65 –3.56 .39
10.07 9.70 CrucibleAcqnA CRU ... 27 10.05 –0.01 ...
5.81 0.52 CharahSolutions CHRA ... dd 1.01 +0.34 ... 3.95 0.67 ElevateCredit ELVT ... dd 1.83 +0.02 ... 53.30 30.82 Flagstar FBC .6 5 37.96 +0.48 .06 12.50 0.70 GroveCollab GROV ... dd .71 –0.16 ...
57.34 36.82 CubeSmart CUBE 4.3 35 40.39 –0.15 .43
26.75 8.50 ChargePoint CHPT ... dd 11.99 –0.46 ... 18.13 10.81 EllingtonFin EFC 12.8 dd 14.04 +0.25 .15 10.06 9.65 FlameAcqnA FLME ... 43 10.06 +0.03 ... 176.00 112.88 GpoAeroportuar PAC 4.0 ... 161.40 –1.923.3121
160.60 112.67 Cullen/Frost CFR 2.4 20 147.95 +2.84 .87
385.11 181.36 CharlesRiverLabs CRL ... 29 242.92 +0.77 ... 11.48 5.70 EllingtonResiMtg EARN 13.1 dd 7.31 +0.15 .08 265.30 161.69 FleetCorTech FLT ... 16 191.68 +3.23 ... 251.02 177.31 GpoAeroportSur ASR 3.2 16 240.40 –1.124.5984
11.55 3.95 Culp CULP 9.0 dd 5.13 –0.05 .115
242.59 108.29 ChartIndustries GTLS ... 74 135.28 +8.96 ... 10.01 9.63 ElliottOppIIA EOCW ... 31 9.99 ... ... 37.99 16.65 FlexLNG FLNG 8.1 9 36.81 +3.50 .75 5.79 1.96 GpoAvalAcc AVAL81.9 4 2.36 +0.21.2855
254.09 184.28 Cummins CMI 2.5 19 250.42 +0.11 1.57
15.12 9.59 ChathamLodging CLDT ... dd 12.89 –0.27 ... 26.79 16.14 ElmeComms ELME 3.4 dd 19.76 +0.71 .17 134.95 59.91 Floor&Decor FND ... 29 74.12 +1.22 ... 2.17 1.20 GpoSupervielle SUPV 1.7 dd 1.78 +0.17.0151
180.28 123.84 Curtiss-Wright CW .4 27 179.33 +3.92 .19
7.75 1.41 CheetahMobile CMCM ... dd 1.76 –0.13 ... 11.88 8.28 EmbotellAndinaA AKO.A14.0 7 8.95 –0.08 .142 1.97 0.53 FlotekIndustries FTK ... dd 1.11 +0.04 ... 11.90 5.02 GrupoTelevisa TV ... 12 5.54 +0.14 ...
23.54 10.04 Cushman&Wkfd CWK ... 8 11.35 +0.29 ... 14.14 9.63 EmbotellAndinaB AKO.B12.3 9 11.22 +0.07.1562
37.64 15.66 Chegg CHGG ... 15 28.56 +0.27 ... 9.40 4.54 CustomTruck CTOS ... cc 6.88 +0.33 ... 29.84 24.15 FlowersFoods FLO 3.0 29 29.76 +1.01 .22 25.27 14.27 Guess GES 4.5 11 20.18 +0.40 .225
539.87 430.16 Chemed CHE .3 30 516.92 +13.27 .38 18.08 7.91 Embraer ERJ ... cc 10.74 +0.21 ... 37.59 23.89 Flowserve FLS 2.5 50 31.71 +0.36 .20 119.46 52.08 Guidewire GWRE ... dd 58.08 +1.02 ...
76.13 29.21 CustomersBancorp CUBI ... 4 32.21 +0.03 ... 4.55 2.42 EmeraldHldg EEX ... 42 4.09 +0.13 ...
44.95 22.56 Chemours CC 3.1 6 32.78 –0.29 .25 34.62 19.80 Fluor FLR ... dd 34.13 +0.55 ... 15.67 7.18 GuildHldgs GHLD ... 2 11.00 +0.38 ...
8.93 4.58 CherryHillMtg CHMI18.1 2 5.97 +0.08 .27 D 52.28 11.58 EmergentBiosol EBS ... 15 11.90 –0.42 ... 84.33 58.73 FomentoEconMex FMX 1.8 31 79.78 +0.18.8391 108.10 60.46 GulfportEnergy GPOR ... 10 81.98 –1.06 ...
146.30 105.79 ChesapeakeUtil CPK 1.8 25 119.62 +2.92 .535 100.00 72.41 EmersonElec EMR 2.2 18 96.12 +2.42 .52 49.81 23.85 FootLocker FL 4.1 9 38.92 +3.04 .40
189.68 110.73 Chevron CVX 3.1 10 183.70 +0.71 1.42 10.03 9.68 D&ZMediaA DNZ ... 34 10.02 +0.01 ... 10.49 6.24 EmpireStateRealty ESRT 1.8 cc 7.68 +0.23 .035 25.87 10.61 FordMotor F 4.3 6 14.08 +0.09 .15 H
70.05 22.22 ChewyA CHWY ... dd 41.20 +0.28 ... 40.23 23.58 DCP Midstream DCP 4.4 8 39.00 +0.11 .43 46.07 32.58 EmployersHldgs EIG 2.3 23 45.40 +1.62 1.25 10.01 9.67 ForestRoadII A FRXB ... 30 9.95 –0.02 ...
7.31 3.80 Chico'sFas CHS ... 7 6.05 –1.12 ... 7.57 4.17 DHI Group DHX ... cc 5.66 –0.01 ... 10.01 9.69 Empower&IncA EPWR ... 22 10.00 ... ... 22.60 10.28 Forestar FOR ... 4 14.71 +0.75 ... 279.02 164.47 HCA Healthcare HCA .9 14 239.37 +9.29 .56
16.61 4.91 ChimeraInvt CIM 13.8 dd 6.69 +0.26 .23 10.64 4.55 DHT DHT 1.2 dd 10.24 –0.22 .04 7.61 3.88 EmpresaDisCom EDN ... dd 7.13 –0.01 ... 47.50 1.29 ForgeGlobal FRGE ... dd 1.49 –0.03 ... 117.96 27.65 HCI Group HCI 4.2 dd 37.98 +0.28 .40
21.63 15.54 ChinaEastrnAir CEA ... dd 17.21 –0.64 ... 10.96 4.66 DRDGOLD DRD ... 8 6.67 +0.40 ... 47.67 35.02 Enbridge ENB 6.2 20 41.74 +1.39 .672 29.44 11.94 ForgeRock FORG ... dd 21.62 –0.34 ... 72.20 50.61 HDFC Bank HDB .7 24 69.52 +1.63.5805
11.75 4.29 ChinaGreenAg CGA ... dd 5.20 –0.13 ... 140.23 100.64 DTE Energy DTE 3.3 20 114.78 +0.18.9525 59.33 42.17 EncompassHealth EHC 1.1 21 57.12 +1.12 .28 51.66 34.76 Fortis FTS 4.1 19 40.43 +0.50.4139 66.19 29.14 HF Sinclair DINO 2.5 6 64.79 +1.07 .40
35.15 23.50 ChinaSoAirlines ZNH ... dd 26.24 –2.57 ... 61.12 44.70 DT Midstream DTM 4.2 16 59.81 +1.01 .64 170.88 61.55 Endava DAVA ... 36 74.44 –4.64 ... 77.14 52.47 Fortive FTV .4 36 68.07 +1.46 .07 10.03 9.67 HH&L Acqn HHLA ... 43 10.03 +0.02 ...
15.35 6.90 ChinaYuchai CYD 5.6 17 7.09 –0.29 .40 13.23 2.30 D-WaveQuantum QBTS ... dd 2.51 +0.05 ... 35.28 17.42 Endeavor EDR ... 19 21.35 –0.30 ... 10.07 9.71 FortressCapA FCAX ... 27 10.06 +0.02 ... 44.50 26.51 HNI HNI 4.3 11 29.53 +0.32 .32
1776.67 1196.28 Chipotle CMG ... 53 1515.20 +12.72 ... 39.65 22.65 DXC Tech DXC ... 10 29.68 +1.17 ... 5.78 2.47 EndeavourSilver EXK ... dd 3.44 +0.07 ... 4.68 2.05 FortunaSilver FSM ... 27 3.63 +0.18 ... 41.47 24.08 HP HPQ 3.5 10 30.15 +0.67.2625
157.46 104.15 ChoiceHotels CHH .8 20 120.44 –2.02.2375 25.51 11.17 Dana DAN 2.2 dd 17.79 –0.45 .10 2.31 0.98 EnelChile ENIC .8 33 2.05 +0.16.0154 108.41 52.95 FortBrandsHome FBHS 1.7 12 66.94 +2.53 .28 38.61 24.77 HSBC HSBC 4.5 10 29.72 +1.17 .45
218.99 173.78 Chubb CB 1.5 15 216.23 +6.09 .83 331.69 233.71 Danaher DHR .4 29 267.04 +6.39 .25 7.66 3.86 Enerflex EFXT 1.1 dd 6.61 +0.28.0195 30.99 14.71 ForumEnergyTech FET ... dd 29.52 +0.81 ... 8.66 1.64 HUYA HUYA ... dd 2.14 –0.37 ...
45.87 32.90 ChunghwaTel CHT 6.7 22 35.87 +1.161.237 107.47 52.73 Danaos DAC 5.2 2 57.26 +1.72 .75 41.62 24.81 Energizer ENR 3.6 dd 33.03 +0.98 .30 30.13 22.67 FourCornersProp FCPT 5.0 22 27.12 +0.02 .34 86.48 43.50 Haemonetic HAE ... 50 83.56 +3.63 ...
105.28 70.16 Church&Dwight CHD 1.3 26 78.89 +2.47.2625 14.22 2.10 DanimerScientific DNMR ... dd 2.79 +0.19 ... 12.95 7.96 EnergyTransfer ET 8.6 9 12.36 +0.19 .265 169.32 109.70 Franco-Nevada FNV .9 37 144.45 +5.66 .32 19.97 7.23 Hagerty HGTY ... dd 8.61 –0.14 ...
10.08 9.71 ChurchillCapV A CCV ... 22 10.02 ... ... 77.18 32.20 DaqoNewEnergy DQ ... 2 49.82 –3.27 ... 22.10 2.80 EnergyVault NRGV ... dd 4.95 +1.17 ... 16.79 10.34 FrankBSPRealty FBRT 9.2 dd 14.67 +0.45 .355 8.50 5.59 Haleon HLN ... ... 6.98 +0.16 ...
10.31 9.71 ChurchillVI A CCVI ... 24 9.97 –0.01 ... 27.37 16.09 EnerpacTool EPAC .2 87 24.76 –0.11 .04 54.70 34.00 FranklinCovey FC ... 41 52.34 +0.35 ... 43.99 20.77 Halliburton HAL 1.3 19 36.36 –0.35 .12
155.25 110.96 Darden DRI 3.1 21 148.39 +1.25 1.21
10.01 9.68 ChurchillVII A CVII ... 33 9.95 +0.01 ... 19.23 8.59 Enerplus ERF 1.0 6 18.43 –0.28 .05 36.45 20.24 FranklinRscs BEN 4.3 11 26.77 +0.62 .29 16.92 9.18 HamiltonBeach HBB 3.1 6 13.53 +0.31 .105
87.59 55.71 DarlingIngred DAR ... 16 73.46 +2.01 ...
78.28 38.33 Ciena CIEN ... 35 44.11 –0.69 ... 83.26 55.60 EnerSys ENS .9 24 75.90 –3.12 .175 10.00 9.68 FreedomI A FACT ... 79 9.99 ... ... 17.81 6.40 Hanesbrands HBI 8.9 7 6.77 –0.04 .15
124.81 65.28 DaVita DVA ... 11 73.92 +3.27 ...
331.05 191.74 Cigna CI 1.4 15 323.90 +4.69 1.12 9.81 4.81 Eneti NETI .4 7 9.47 –0.08 .01 51.99 24.80 FreeportMcM FCX 1.6 14 37.15 +0.81 .075 59.49 21.56 HannonArmstrong HASI 4.9 22 30.81 –0.37 .375
424.51 212.93 DeckersOutdoor DECK ... 23 381.18 +5.78 ...
19.76 9.07 Cinemark CNK ... dd 13.85 +1.21 ... 21.74 7.80 Enfusion ENFN ... dd 12.61 +0.14 ... 35.04 12.79 FreseniusMed FMS 3.2 11 15.59 +0.24.7085 155.55 121.69 HanoverIns THG 2.0 18 147.47 +4.93 .75
448.40 283.81 Deere DE 1.0 19 441.47 +27.21 1.13
30.71 13.26 CircorIntl CIR ... dd 25.24 +0.06 ... 25.26 15.64 EngageSmart ESMT ... cc 17.19 +0.10 ... 31.44 22.63 FreshDelMonte FDP 2.2 19 27.42 +0.05 .15 48.72 29.80 HarleyDavidson HOG 1.3 10 47.71 +0.16.1575
64.47 39.00 DelekLogistics DKL 7.6 14 52.36 –2.45 .99 5.50 1.94 HarmonyGold HMY .9 25 3.57 +0.23.0274
69.11 40.01 Citigroup C 4.2 7 48.29 –0.37 .51 35.45 14.07 DelekUS DK 2.4 7 33.78 –0.26 .21 25.25 11.65 Enhabit EHAB ... 2 13.20 +0.36 ... 14.75 6.10 Frontline FRO 4.4 44 13.76 –0.54 .15
57.00 32.66 CitizensFin CFG 4.0 10 41.91 +1.50 .42 23.44 16.55 Ennis EBF 4.4 16 22.86 +0.07 .25 21.57 2.32 fuboTV FUBO ... dd 2.70 –0.23 ... 17.69 3.73 Harsco HSC ... dd 7.13 +0.35 ...
61.54 32.90 DellTechC DELL ... 19 44.63 +2.59 ... 76.09 60.17 HartfordFinl HIG 2.2 13 75.97 +2.28 .425
6.17 1.93 Citizens CIA ... 5 2.80 –0.11 ... 46.27 27.20 DeltaAir DAL ... cc 35.10 +0.63 ... 47.88 25.80 EnovaIntl ENVA ... 7 39.45 +0.98 ... 13.28 4.12 FullTruck YMM ... dd 6.38 –0.33 ...
21.70 9.05 CityOfficeREIT CIO 8.0 1 10.03 +0.38 .20 84.83 43.88 Enovis ENOV ... cc 55.46 +0.68 ... 81.73 57.36 FullerHB FUL 1.0 22 79.70 +2.52 .19 33.06 22.77 HavertyFurn HVT 3.7 6 30.31 –1.94 1.00
36.20 15.30 Deluxe DLX 6.4 14 18.83 +0.04 .30 33.32 24.55 HavertyFurn A HVT.A 3.3 6 31.56 –0.14 .95
32.06 17.69 Civeo CVEO ... 16 28.94 –1.51 ... 104.05 56.59 Denbury DEN ... 9 89.97 –2.77 ... 10.05 9.57 EnphysAcqnA NFYS ... 31 9.91 +0.01 ... 9.97 9.65 FusionAcqnIIA FSNB ... 40 9.97 +0.02 ...
84.76 44.17 CivitasRscs CIVI 2.9 5 68.42 +1.68 1.45 127.67 76.14 EnPro NPO .9 14 119.55 +1.06 .28 10.63 5.77 FutureFuel FF 2.8 16 8.43 +0.28 .06 44.72 33.18 HawaiianElec HE 3.4 19 40.83 +1.25 .35
19.38 11.24 DesignerBrands DBI 1.3 7 15.34 –0.66 .05 10.25 9.65 HawksAcqnA HWKZ ... dd 9.86 –0.04 ...
25.63 8.00 Clarivate CLVT ... dd 9.61 +0.35 ... 6.74 1.26 DesktopMetal DM ... dd 2.04 –0.08 ... 126.82 94.94 Entergy ETR 3.8 18 113.75 +1.83 1.07
21.09 11.53 ClarosMtg CMTG 8.2 17 18.00 +0.15 .37 28.65 20.42 EnterpriseProd EPD 7.7 11 24.75 –0.23 .475 G 26.42 7.97 Hayward HAYW ... 11 9.78 +0.23 ...
12.70 5.14 Despegar.com DESP ... dd 5.50 –0.16 ... 34.83 18.40 HealthcareRealty HR 7.2 72 19.68 +0.25 .31
10.04 9.66 ClassAccelA CLAS ... 28 10.04 ... ... 7.86 3.96 Entravision EVC 1.8 21 5.71 +0.47 .025
16.70 7.25 DeutscheBank DB 1.9 6 10.81 +0.31.1559 127.58 84.96 GATX GATX 1.9 24 111.91 +2.88 .52 36.85 21.41 HealthpeakProp PEAK 4.7 27 25.46 +0.81 .30
124.49 81.56 CleanHarbors CLH ... 18 123.37 +6.37 ... 84.58 41.72 Envestnet ENV ... dd 58.32 +2.18 ...
79.40 35.55 DevonEnergy DVN 7.6 7 68.35 –1.27 1.17 10.78 5.21 GEO Group GEO ... 20 10.52 +0.72 ... 10.17 9.78 HeartlandMediaA HMA ... 30 10.17 ... ...
4.10 0.91 ClearChannelOutdr CCO ... dd 1.05 –0.01 ... 52.03 31.67 Envista NVST ... 28 37.09 +0.28 ...
223.14 160.09 Diageo DEO 2.0 25 184.11 +6.482.0977 40.60 23.10 GFLEnvironmental GFL .2 dd 28.80 +1.14 .012 7.66 3.41 HeclaMining HL .3 dd 5.18 +0.25.0037
35.08 18.79 ClearSecure YOU .0 dd 32.18 +2.41 .25 91.06 45.88 Enviva EVA 6.0 dd 59.84 +1.55 .905
12.04 5.17 DiamondOffshore DO ... dd 9.41 –0.19 ... 61.79 36.10 GMS GMS ... 7 49.09 –0.58 ... 165.61 126.95 Heico HEI .1 66 162.54 –1.22 .09
23.39 11.23 ClearwaterAnalytic CWAN ... dd 18.29 +0.11 ... 3.70 1.90 EnzoBiochem ENZ ... dd 1.96 –0.02 ...
46.48 25.07 ClearwaterPaper CLW ... 11 39.47 +1.19 ... 11.15 7.18 Diamondrock DRH .0 25 9.07 –0.01 .03 7.94 2.74 GOL Linhas GOL .0 dd 3.05 –0.08.0023 134.68 102.33 Heico A HEI.A .1 51 126.73 –1.22 .09
6.89 3.31 DianaShipping DSX 22.7 3 3.97 –0.33 .175 300.11 145.98 Equifax EFX .8 35 200.43 +0.25 .39
38.65 27.59 ClearwayEnergyA CWEN.A 3.8 7 33.44 +0.84.3672 42.53 24.17 Equinor EQNR 1.7 5 36.81 +2.91 .20 47.82 28.47 GSK GSK 5.9 4 33.99 +1.10.3695 16.35 0.89 Heliogen HLGN ... dd 1.12 +0.12 ...
130.67 63.45 Dick's DKS 1.6 11 121.69 +12.60.4875 10.05 9.70 GSquaredIIA GSQB ... 35 10.05 +0.02 ... 107.90 48.27 HeliosTech HLIO .6 17 55.81 –2.47 .09
41.79 29.61 ClearwayEnergyC CWEN 3.9 7 36.02 +0.86.3672
11.00 1.91 DieboldNixdorf DBD ... dd 2.29 +0.05 ... 37.13 24.61 Equitable EQH 2.6 4 31.21 +0.56 .20
34.04 11.83 Cleveland-Cliffs CLF ... 3 15.70 +1.37 ... 11.22 5.87 EquitransMdstm ETRN 7.4 dd 8.11 +0.13 .15 10.04 9.79 GSquaredI A GSQD ... 34 10.03 +0.01 ... 7.18 2.47 HelixEnergy HLX ... dd 6.26 –0.40 ...
10.04 9.71 ClimateReal II A CLIM ... 18 10.02 ... ... 5.43 1.05 DigitalMedia DMS ... dd 1.53 –0.18 ... 102.57 32.10 GXO Logistics GXO ... 25 43.88 +1.73 ... 54.59 20.93 Helm&Payne HP 2.0 cc 50.46 –3.24 .235
28.84 23.88 EquityCommnwlth EQC .0 cc 26.66 +0.43 1.00
10.41 6.36 ClipperRealty CLPR 5.0 dd 7.54 +0.04 .095 178.22 85.76 DigitalRealty DLR 4.4 23 111.27 +0.81 1.22 199.61 147.32 Gallagher AJG 1.0 39 199.29 +4.96 .51 45.80 15.33 Herbalife HLF ... 6 16.98 +0.75 ...
88.70 56.91 EquityLife ELS 2.5 43 64.92 –0.31 .41
4.46 0.55 CloopenGroup RAAS ... ... .77 –0.14 ... 34.20 11.22 DigitalBridge DBRG .3 dd 15.37 +0.40 .01 52.93 19.40 GameStop GME ... dd 26.17 –1.43 ... 189.59 83.43 HercHoldings HRI 1.7 13 132.50 +1.25 .575
94.32 59.32 EquityResdntl EQR 3.9 21 63.53 +0.60 .625
186.86 120.50 Clorox CLX 3.2 46 149.50 +2.71 1.18 106.40 26.00 DigitalOcean DOCN ... dd 27.70 –0.57 ... 6.38 1.25 Gannett GCI ... dd 2.27 +0.18 ... 19.09 11.16 HerculesCapital HTGC10.0 45 14.43 +0.10 .15
2.72 1.34 EquusTotReturn EQS ... ... 1.68 –0.03 ...
205.79 37.37 Cloudflare NET ... dd 46.30 –0.71 ... 390.80 193.00 Dillard's DDS .2 7 376.03 +16.83 .20 2.88 0.64 GaotuTechedu GOTU ... 8 1.05 –0.04 ... 7.37 1.12 HeritageInsurance HRTG14.3 dd 1.68 +0.32 .06
12.65 8.89 ErmenegildoZegna ZGN .9 ... 10.81 –0.45.0947
5.44 1.25 CN Finance CNF ... cc 2.18 +0.15 ... 84.14 61.03 DineBrands DIN 2.7 14 74.20 +0.43 .51 19.06 7.79 Gap GPS 4.0 95 14.84 +1.17 .15 12.15 7.46 HershaHospitality HT .0 5 9.44 –0.21 .05
17.30 8.07 EroCopper ERO ... 8 12.23 +0.65 ...
67.20 52.28 Coca-Cola KO 2.8 27 62.69 +1.55 .44 24.00 2.43 Dingdong DDL ... dd 4.03 –0.14 ... 140.93 76.37 Garmin GRMN 3.2 18 91.08 +0.05 .73 241.45 175.08 Hershey HSY 1.8 31 233.76 +8.551.036
50.17 34.27 EssentGroup ESNT 2.3 5 39.51 +1.14 .23
69.79 46.91 Coca-Cola Femsa KOF 3.8 17 68.33 –0.611.3398 10.20 9.89 DirectSellingA DSAQ ... 19 10.17 –0.03 ... 346.35 221.39 Gartner IT ... 37 342.57 +4.88 ... 149.83 68.32 Hess HES 1.0 24 144.76 +0.77 .375
29.60 18.88 EssentialProp EPRT 4.7 24 23.15 +0.35 .27
6.01 2.54 CoeurMining CDE ... dd 3.40 +0.15 ... 130.81 87.64 DiscoverFinSvcs DFS 2.2 7 108.73 +1.47 .60 16.87 9.40 GatesIndustrial GTES ... 17 11.66 +0.11 ... 35.71 23.81 HessMidstream HESM 7.6 15 29.60 +0.97.5627
53.93 38.50 EssentialUtil WTRG 2.4 27 48.67 +1.55 .287
96.67 52.34 Cohen&Steers CNS 3.4 16 65.33 –0.59 .55 160.32 86.28 Disney DIS ... 57 98.87 +7.07 ... 363.36 205.76 EssexProp ESS 4.1 39 212.61 +1.02 2.20 13.68 2.20 GatosSilver GATO ... dd 3.58 +0.02 ... 17.76 11.90 HewlettPackard HPE 3.0 6 15.83 +0.06 .12
85.61 67.84 ColgatePalm CL 2.4 33 76.77 +0.31 .47 10.15 9.69 dMYTechVI A DMYS ... cc 9.94 ... ... 374.20 186.47 EsteeLauder EL 1.2 37 220.01 –13.45 .66 12.23 0.24 Gelesis GLS ... dd .38 –0.01 ... 65.82 46.77 Hexcel HXL .7 48 60.74 +2.03 .10
9.98 9.59 ColombierAcqnA CLBR ... 44 9.83 –0.01 ... 96.85 61.55 DolbyLab DLB 1.5 40 72.07 +3.00 .27 29.90 19.60 EthanAllen ETD 4.5 6 28.66 +0.31 .32 27.15 11.92 GencoShipping GNK 21.0 3 14.85 +0.57 .78 10.51 9.31 HighlandTransI HTPA ... 18 10.05 –0.01 ...
10.00 9.67 Colonnade II A CLAA ... cc 9.99 –0.01 ... 15.78 7.20 Dole DOLE 3.1 19 10.16 –0.05 .08 20.75 7.91 Euronav EURN .0 dd 19.45 –0.73 .03 445.66 95.92 Generac GNRC ... 16 105.25 +2.38 ... 47.44 24.51 HighwoodsProp HIW 6.8 12 29.25 +1.02 .50
102.09 64.11 Comerica CMA 3.8 10 71.85 +1.95 .68 262.21 183.25 DollarGeneral DG .9 26 257.23 –0.47 .55 13.34 5.30 EveHolding EVEX ... 28 8.39 –1.10 ... 254.99 188.64 GeneralDynamics GD 2.0 21 253.77 +5.55 1.26 3.39 1.18 HillIntl HIL ... dd 3.39 –0.01 ...
128.68 74.14 ComfortSystems FIX .5 20 126.02 +0.87 .15 6.62 0.41 Doma DOMA ... dd .42 –0.02 ... 10.25 9.70 EVeMobilityA EVE ... cc 10.21 +0.04 ... 103.73 59.93 GeneralElec GE .4 dd 88.14 +2.66 .08 54.15 36.16 Hillenbrand HI 1.8 17 48.76 –0.01.2175
49.41 30.59 CommercialMetals CMC 1.3 5 47.97 +0.51 .16 88.78 57.95 DominionEner D 4.3 22 61.53 +2.37.6675 18.15 5.76 Eventbrite EB ... dd 7.09 –0.13 ... 83.60 61.41 GeneralMills GIS 2.6 17 82.97 +1.94 .54 38.23 24.18 Hilltop HTH 2.0 15 29.60 +0.66 .15
78.00 59.21 CommBkSys CBU 2.7 20 65.20 +1.24 .44 567.57 299.41 Domino's DPZ 1.1 31 389.06 +21.17 1.10 146.16 78.67 EvercoreA EVR 2.5 8 113.56 +1.31 .72 67.21 30.33 GeneralMotors GM .9 7 40.46 +0.69 .09 55.23 32.12 HiltonGrandVac HGV ... 15 43.12 +1.10 ...
14.74 1.88 CommunityHlthSys CYH ... dd 3.58 +0.24 ... 61.39 46.00 Donaldson DCI 1.5 23 61.18 +1.32 .23 10.19 9.80 EverestConsolA MNTN ... dd 10.15 +0.01 ... 72.34 37.54 Genesco GCO ... 7 52.14 +0.75 ... 167.99 108.41 Hilton HLT .4 36 138.25 –1.26 .15
47.98 30.38 CommunityHlthcr CHCT 5.1 41 34.89 +0.23 .445 49.00 24.60 DonnelleyFin DFIN ... 11 37.43 +0.54 ... 337.50 244.58 EverestRe RE 2.0 25 334.42 +10.93 1.65 13.44 7.61 GenesisEnergy GEL 5.9 dd 10.20 –0.28 .15 7.28 2.72 Hims&HersHealth HIMS ... dd 6.11 +0.33 ...
12.04 5.88 SABESP SBS 1.3 13 10.98 +0.68.2004 189.00 41.37 DoorDash DASH ... dd 55.47 –2.82 ... 73.13 54.12 Evergy EVRG 4.2 17 59.01 +0.36.6125 11.38 4.83 GenieEnergy GNE 3.1 3 9.79 –0.11 .075 96.25 12.77 Hippo HIPO ... dd 14.81 +1.35 ...
4.00 2.22 EngGr-Cmg C CIG.C 7.4 11 3.28 +0.30.0351 19.71 10.77 DorianLPG LPG .0 8 19.36 +0.23 1.00 24.23 15.05 Everi EVRI ... 9 16.44 –0.57 ... 10.28 2.20 GeniusSports GENI ... dd 4.88 +0.42 ... 19.46 6.88 HireRight HRT ... 8 11.65 +2.36 ...
2.62 1.65 EngGr-Cmg CIG 11.5 7 2.05 +0.13.0351 33.90 17.22 DoubleVerify DV ... 79 25.32 –0.48 ... 94.63 70.54 EversourceEner ES 3.1 21 82.44 +2.79.6375 54.03 37.68 Genpact G 1.1 25 44.69 +1.37 .125 14.68 2.29 Holley HLLY ... 4 2.64 –0.36 ...
8.25 5.17 COPEL ELP 11.5 cc 7.31 +0.74.5373 42.21 27.76 DouglasDynamics PLOW 3.0 25 38.86 +0.44 .29 51.06 30.72 Evertec EVTC .6 9 33.04 +0.28 .05 186.11 115.63 GenuineParts GPC 1.9 22 186.10 +5.42 .895 20.00 15.12 HollyEnergy HEP 7.5 11 18.65 –0.31 .35
5.97 2.20 CiaSiderurgica SID 12.4 8 2.84 +0.16.2433 12.66 3.50 DouglasElliman DOUG 4.9 10 4.07 –0.01 .05 39.78 21.36 EvolentHealth EVH ... dd 27.59 +0.23 ... 4.96 3.43 GenworthFin GNW ... 4 4.91 +0.21 ... 26.20 19.83 HomeBancShares HOMB 2.6 18 25.50 +0.61 .165
17.78 9.31 CerveceriasUnid CCU 11.9 13 11.98 +0.76.3084 36.97 15.90 DouglasEmmett DEI 6.5 33 17.11 +0.54 .28 48.49 30.44 EvoquaWater AQUA ... 75 43.87 +0.34 ... 18.52 10.13 GeoPark GPRK 3.6 4 14.07 +0.07 .127 420.61 264.51 HomeDepot HD 2.3 20 326.38 +13.20 1.90
33.31 17.08 CompassDiversif CODI 5.2 dd 19.20 –0.32 .25 184.05 114.49 Dover DOV 1.4 18 142.99 +3.52 .505 31.13 18.31 ExcelerateEner EE .3 cc 29.74 +2.57 .025 6.62 3.94 Gerdau GGB .4 4 5.55 –0.04.1373 32.15 21.44 HondaMotor HMC 3.0 8 24.43 +0.65.4107
11.02 1.84 Compass COMP ... dd 2.86 +0.06 ... 71.86 42.91 Dow DOW 5.4 7 51.56 +1.49 .70 4.93 1.04 Express EXPR ... 6 1.40 +0.14 ... 37.88 4.51 GettyImages GETY ... dd 5.92 +0.35 ... 42.95 32.60 HoraceMannEdu HMN 3.4 28 37.60 +0.29 .32
67.67 30.67 CompassMnlInt CMP 1.4 dd 42.44 +1.88 .15 68.94 22.91 Doximity DOCS ... 44 31.65 –0.05 ... 19.68 8.82 Expro XPRO ... dd 17.68 –0.12 ... 33.31 24.66 GettyRealty GTY 5.2 20 33.26 +1.01 .43 10.15 9.78 HorizonII A HZON ... 38 9.93 –0.03 ...
10.05 9.67 ComputeHlthA CPUH ... 32 10.03 +0.01 ... 65.86 47.88 DrReddy'sLab RDY .6 23 54.66 +0.71.3171 228.84 149.78 ExtraSpaceSt EXR 3.9 23 155.62 –2.52 1.50 10.34 9.81 GigCapital5 GIA ... dd 10.14 ... ... 8.75 0.47 HorizonGlobal HZN ... dd .63 +0.03 ...
22.11 6.88 ComstockRscs CRK .0 6 18.90 +1.31 .125 23.09 8.77 DreamFinders DFH ... 5 9.87 –0.19 ... 114.66 57.96 ExxonMobil XOM 3.2 9 113.21 +1.13 .91 43.42 25.67 Gildan GIL 2.3 9 29.11 +0.43 .169 55.11 41.25 HormelFoods HRL 2.2 27 49.41 +0.75 .275
37.17 30.06 ConagraBrands CAG 3.6 31 37.12 +1.17 .33 41.23 18.17 Dril-Quip DRQ ... dd 23.58 –1.38 ... 12.48 1.94 GinkgoBioworks DNA ... dd 1.99 –0.20 ... 110.45 59.25 DR Horton DHI 1.2 5 83.89 +2.50 .25
12.01 9.83 ConcordAcqnA CND ... 20 10.13 ... ... 2.08 0.35 DriveShack DS ... dd .47 +0.11 ... F 60.69 44.43 GlacierBancorp GBCI 2.3 24 58.34 +1.04 .33 122.62 74.18 HoulihanLokey HLI 2.1 18 99.81 +2.67 .53
10.23 9.60 ConcordAcqnIIA CNDA ... 33 9.82 +0.01 ... 23.57 12.64 DuckhornPtf NAPA ... 31 16.27 +0.98 ... 18.74 2.08 Glatfelter GLT .0 dd 3.98 +0.01 .14 133.99 33.20 Hovnanian HOV ... 2 45.63 +3.88 ...
10.40 9.72 ConcordAcqnIII A CNDB ... 16 10.12 –0.01 ... 58.18 38.89 Ducommun DCO ... 5 51.12 +0.18 ... 9.94 9.63 FastAcqnII A FZT ... cc 9.88 –0.01 ... 64.49 33.33 Glaukos GKOS ... dd 47.13 –1.75 ... 105.51 50.90 HowardHughes HHC ... 15 69.81 +1.39 ...
2.40 1.15 ConcordMed CCM ... dd 1.56 +0.05 ... 116.33 83.76 DukeEnergy DUK 4.0 20 99.62 +2.831.005 35.00 9.03 F&GAnnuities FG.WI ... ... 25.00 ... ... 9.10 3.65 GlobalBlue GB ... dd 3.86 –0.23 ... 39.24 27.41 HowmetAerospace HWM .4 37 38.04 +0.94 .04
155.51 71.09 Conmed CNMD 1.0 dd 83.11 –0.93 .20 20.86 11.23 Dun&Bradstreet DNB 1.5 dd 13.48 +0.45 .05 47.40 36.09 FB Financial FBK 1.2 15 43.30 +1.20 .13 10.02 4.26 GlblBusTravel GBTG ... dd 4.94 +0.36 ... 261.58 170.21 Hubbell HUBB 1.7 25 258.52 +5.03 1.12
138.49 66.06 ConocoPhillips COP 1.6 9 126.81 –1.78 .70 85.16 49.52 DuPont DD 1.9 20 71.25 +1.87 .33 15.78 0.79 F45Training FXLV ... dd 2.47 –0.16 ... 27.66 20.52 GlobalIndemnity GBLI 4.2 16 23.67 +0.16 .25 862.00 245.03 HubSpot HUBS ... dd 290.18 +17.58 ...
102.21 77.50 ConEd ED 3.2 20 97.50 +3.97 .79 66.00 20.05 DutchBros BROS ... dd 35.83 +1.72 ... 34.55 5.55 Figs FIGS ... 37 6.24 +0.30 ... 43.29 22.27 GlobalIndl GIC 2.8 9 25.29 +0.63 .18 8.75 3.08 HudbayMinerals HBM .3 19 5.52 +0.28.0076
10.04 9.71 ConstellationI A CSTA ... 36 10.04 +0.03 ... 122.13 76.21 DycomInds DY ... 23 91.42 –18.62 ... 140.99 98.24 FMC FMC 1.6 25 129.18 +1.53 .53 18.51 7.01 GlobalMedREIT GMRE 8.5 38 9.85 +0.46 .21 28.66 9.83 HudsonPacProp HPP 9.0 dd 11.15 +0.46 .25
261.52 207.59 ConstBrands A STZ 1.2 dd 257.49 +9.84 .80 4.49 2.55 DynagasLNG DLNG ... 2 3.06 +0.01 ... 14.71 10.48 FNB FNB 3.4 12 14.02 +0.21 .12 16.01 9.82 GlobalNetLease GNL 12.0 cc 13.35 +0.21 .40 571.30 351.20 Humana HUM .6 25 540.95 +11.05.7875
20.85 9.82 Constellium CSTM ... 6 12.11 +0.01 ... 65.79 29.41 Dynatrace DT ... cc 36.71 +0.12 ... 16.94 6.42 FreyrBattery FREY ... dd 14.61 +0.86 ... 35.29 20.23 GlobalPtrs GLP 7.9 4 31.60 +0.82 .625 260.02 175.50 HuntingIngalls HII 2.2 16 230.36 +3.05 1.24
12.48 4.24 ContainerStore TCS ... 4 4.71 +0.21 ... 17.39 10.60 DynexCapital DX 12.0 4 13.05 +0.83 .13 23.44 16.70 FS KKR Cap FSK 12.3 9 19.90 +0.54 .68 153.76 93.99 GlobalPayments GPN 1.0 cc 101.70 +3.69 .25 41.65 23.54 Huntsman HUN 3.0 5 28.62 +1.21.2125

–52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
NYSE Cumulative Daily Breadth vs DJIA

108.10 70.12 HyattHotels H ... 82 96.20 +0.40 ... 75.65 49.38 MineralsTechs MTX .3 13 57.29 +1.54 .05 75.07 50.50 ONEOK OKE 5.7 18 65.42 +0.95 .935
6.82 2.33 Hyliion HYLN ... dd 3.19 +0.21 ... 11.49 5.40 MirionTech MIR ... dd 6.28 +0.29 ... 17.99 6.95 ON24 ONTF ... dd 7.42 –0.19 ...
45.96 20.99 HysterYaleMatls HY 4.3 dd 30.15 –0.96.3225 10.06 9.63 MissionAdvA MACC ... 47 10.05 +0.01 ... 35.61 13.29 OakStreetHealth OSH ... dd 19.42 –0.81 ...
19.82 7.80 MisterCarWash MCW ... 23 9.53 –0.06 ... 77.13 26.05 OccidentalPetrol OXY .7 6 70.28 –0.97 .13
I 8.40 3.38 MistrasGroup MG ... 35 4.04 –0.08 ... 55.04 10.50 OccidentalPetrolWt OXY.WT ... ... 48.31 –0.90 ...
52.20 31.32 IAA IAA ... 17 37.00 –2.25 ...
Winning Ways: Advancing stocks on the NYSE outnumbered declin- 6.78 4.31 MitsubishiUFJ MUFG 3.4 14 5.42 +0.33.1021 18.20 7.25 OceaneeringIntl OII ... dd 14.85 –0.21 ...
12.78 6.75 MiX Telematics MIXT 2.3 20 8.00 ....0629 41.92 17.76 OcwenFinancial OCN ... 3 34.65 +1.47 ...
23.49
12.96
16.36
7.92
ICICI Bank
ICL Group
IBN .5
ICL 1.8
21
5
23.00
8.41
+0.27.1124
+0.24.2435
ers by nearly two to one on Friday. 2.94 2.10 MizuhoFin MFG 4.1 8 2.43 +0.13.0503 8.30 0.58 Offerpad OPAD ... dd .77 +0.04 ...
40.10 20.95 ModelN MODN ... dd 38.71 –0.12 ... 35.71 22.14 OilDriAmerica ODC 3.5 57 32.18 +0.69 .28
118.92 93.53 IDACORP IDA 2.9 22 108.93 +3.40 .79 22.13 7.67 ModineMfg MOD ... 9 21.27 –0.29 ... 9.02 3.51 OilStatesIntl OIS ... dd 6.55 –0.36 ...
59.69 21.68 IDT IDT ... 26 26.25 –0.77 ... 89.99 9.61 Modiv MDV 9.4 dd 12.27 +1.81.0958 27.19 20.27 OldRepublic ORI 3.8 9 24.44 +0.68 .23
14.82 4.91 IHS Holding IHS ... dd 7.20 +0.25 ... Breadth DJIA 64.56 33.12 Moelis MC 5.6 13 42.72 +0.60 .60 67.25 41.33 Olin OLN 1.4 6 57.89 +0.87 .20
15.97 8.14 ING Groep ING 8.2 ... 12.04 +0.29.1737 192.00 87.02 MohawkInds MHK ... 40 102.91 +2.94 ... 27.37 6.86 Olo OLO ... dd 7.11 –0.41 ...
4.29 0.64 INNOVATE VATE ... dd 1.19 +0.15 ... 605,000 36,600 374.00 249.78 MolinaHealthcare MOH ... 23 327.08 +9.33 ... 33.71 24.81 OmegaHealthcare OHI 8.7 18 30.70 +0.39 .67
25.33 13.20 Invesco IVZ 3.9 10 19.41 +0.47.1875 85.99 52.30 MolsonCoorsA TAP.A 2.2 31 70.01 –7.90 .38 91.61 61.31 Omnicom OMC 3.5 13 79.15 +1.95 .70
285.61 165.75 IQVIA IQV ... 36 219.98 +6.20 ... 60.12 42.60 MolsonCoorsB TAP 2.7 24 55.58 +2.08 .38 44.00 15.44 OnHolding ONON ... ... 18.47 +1.54 ...
5.77 3.16 IRSA IRS ... 4 4.02 –0.07 ... 597,400 35,000 4.80 0.66 MoneyLion ML ... dd .82 +0.14 ... 36.60 20.45 OneLiberty OLP 7.6 13 23.74 –0.60 .45
105.01 63.77 ITT ITT 1.2 20 84.58 +0.29 .264 75.50 28.36 MontroseEnvl MEG ... dd 46.35 +2.21 ... 2.83 0.47 OneConnectFin OCFT ... dd .62 –0.16 ...
3.77 0.92 IamGold IAG ... dd 2.01 +0.23 ... 403.73 230.16 Moody's MCO .9 36 301.00 +8.67 .70 55.50 28.77 OneMain OMF 9.9 5 38.57 +1.78 .95
10.01 9.68 IberePharmA IBER ... 28 10.01 +0.01 ... 589,800 33,400 90.01 67.77 Moog A MOG.A 1.2 18 88.74 +0.86 .26 4.90 0.21 OnionGlobal OG ... dd .22 –0.02 ...
10.26 9.83 IconicSportsA ICNC ... 16 10.25 +0.03 ... 90.13 68.48 Moog B MOG.B 1.2 18 88.86 +1.08 .26 106.09 56.02 OntoInnovation ONTO ... 20 80.38 +0.65 ...
240.33 172.19 IDEX IEX 1.0 31 236.66 +3.11 .60 Breadth 580,051 109.73 72.05 MorganStanley MS 3.4 13 90.91 +1.71 .775 21.89 10.82 Ooma OOMA ... dd 15.85 +0.28 ...
4.77 1.10 iHuman IH ... dd 2.03 –0.15 ... 582,200 31,800 79.28 33.59 Mosaic MOS 1.2 5 51.77 +2.80 .15 52.26 28.41 Oppenheimer A OPY 1.5 8 41.03 +2.07 .15
249.81 173.52 IllinoisToolWks ITW 2.3 26 228.97 +2.09 1.31 10.40 9.75 MotiveCapII A MTVC ... cc 10.17 +0.06 ... 6.68 1.87 OppFi OPFI ... 3 2.42 +0.01 ...
21.25 12.13 Imax IMAX ... dd 16.13 +1.09 ... 273.65 195.18 MotorolaSol MSI 1.3 39 268.43 +5.49 .88 106.34 60.78 Oracle ORCL 1.5 39 82.72 +2.99 .32
7.40 2.42 IndependenceContr ICD ... dd 3.92 +0.02 ... 574,600 30,200 46.75 27.72 Movado MOV 4.6 7 30.73 –4.02 .35 12.71 8.81 Orange ORAN ... 6 10.28 +0.14 ...
28.42 15.04 IndepRealty IRT 3.2 29 17.50 –0.17 .14 70.43 49.42 MuellerIndustries MLI 1.4 6 69.85 +1.29 .25 24.10 7.95 OrchidIsland ORC 17.6 dd 10.91 +0.58 .16
54.24 36.98 IndustrsBachoco IBA 1.8 8 51.50 –1.00.4887 39.48 22.88 Organon OGN 4.5 6 25.11 +0.71 .28
10.35 9.72 InfiniteAcqnA NFNT ... dd 10.14 +0.04 ... 567,000 28,600 14.62 9.90 MuellerWater MWA 2.1 24 11.65 +0.31 .061
6.19 1.41 MultiPlan MPLN ... 10 1.55 –0.01 ... 20.63 12.87 OrionEngCarbons OEC .4 12 18.94 +0.69.0207
10.32 9.83 InFinTAcqnA IFIN ... dd 10.32 +0.20 ... D J F M A M J J A S O N 51.29 23.50 MurphyOil MUR 2.1 8 47.53 +0.27 .25 4.41 2.10 OrionGroup ORN ... dd 2.44 +0.22 ...
40.13 16.20 Informatica INFA ... dd 17.34 –0.13 ... 323.00 164.30 MurphyUSA MUSA .5 11 292.40 +3.34 .35 19.27 8.42 OrionOffice ONL 4.3 dd 9.33 –0.09 .10
26.39 16.39 Infosys INFY 1.2 28 19.92 +0.45.2013 In generating this chart, we subtract each day's NYSE composite declines from that day's advances. The resultant total is
added to the next day's total, and so on. When all five days' numbers are added together, this produces the weekly figure we 10.06 9.67 MusicAcqnA TMAC ... 23 10.04 –0.02 ... 112.91 68.78 Orix IX 3.7 8 80.69 +4.721.476
62.64 39.28 IngersollRand IR .1 35 53.42 –0.28 .02 25.55 15.82 MyersIndustries MYE 2.4 15 22.49 +0.11 .135 101.81 60.32 OrmatTech ORA .5 77 91.17 +0.41 .12
79.79 56.31 Ingevity NGVT ... 13 78.40 +1.40 ... plot. Dec. 31, 1985 =1000.
26.90 7.67 MyovantSciences MYOV ... dd 26.78 ... ... 11.07 2.34 OscarHealth OSCR ... dd 2.87 ... ...
101.89 78.81 Ingredion INGR 2.9 15 98.69 +3.35 .71 125.16 69.30 Oshkosh OSK 1.6 36 93.01 +0.83 .37
270.83 87.47 InnovativeIndProp IIPR 6.1 23 118.85 +6.53 1.80 N 10.00 9.63 OsirisAcqn OSI ... 63 9.96 –0.01 ...
9.94 1.62 Innovid CTV ... dd 2.78 –0.23 ... 13.38 3.84 OsiskoDevelopment ODV ... dd 4.74 +0.06 ...
10.01 9.69 InsightAcqnA INAQ ... 26 9.98 +0.03 ... –52-Week– Tick Div –52-Week– Tick Div
63.19 28.32 NACCO Inds NC 1.8 5 46.36 –0.98.2075 14.57 9.20 OsiskoGold OR 1.3 dd 12.60 –0.08.0412
123.71 83.94 Insperity NSP 1.8 30 118.28 +0.82 .52 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
12.75 8.12 N-able NABL ... cc 11.38 +0.21 ... 88.22 62.49 OtisWorldwide OTIS 1.5 27 78.67 +0.91 .29
272.04 142.74 InspireMedical INSP ... dd 230.28 +17.75 ... 44.99 29.05 Kinetik KNTK 9.1 dd 33.03 –0.57 .75 45.92 18.06 NCR NCR ... 27 23.46 +1.52 ...
141.43 69.44 InstalledBldg IBP 1.5 13 81.59 +3.50 .315 8.18 5.04 KingswayFin KFS ... 5 7.18 +0.03 ... M 7.16 0.76 Ouster OUST ... dd 1.23 +0.08 ...
2.80 1.21 NGL Energy NGL ... dd 1.26 –0.01 ... 29.36 14.97 OutfrontMedia OUT 6.6 21 18.24 +0.54 .30
47.70 24.00 InsteelInds IIIN .4 4 28.41 +0.51 2.00 6.34 3.00 KinrossGold KGC 2.9 dd 4.12 +0.02 .03 41.42 8.38 NIO NIO ... dd 10.17 –0.30 ...
334.99 180.05 KinsaleCapital KNSL .2 51 311.13 +3.12 .13 193.42 141.49 M&T Bank MTB 2.8 16 172.14 +1.53 1.20 3.39 1.64 OverseasShip OSG ... 21 2.89 –0.04 ...
25.84 15.68 Instructure INST ... dd 24.04 +0.49 ... 10.71 5.54 NL Industries NL 3.8 7 7.40 –0.36 .07 63.30 29.52 Ovintiv OVV 1.8 4 55.14 +0.68 .25
88.58 50.05 IntegerHoldings ITGR ... 35 72.02 +0.24 ... 75.08 50.58 Kirby KEX ... 44 70.31 +1.41 ... 17.90 8.91 MBIA MBI ... dd 12.00 +0.35 ...
56.53 27.04 MDC Holdings MDC 6.2 4 32.02 +0.61 .50 24.25 11.46 NOV NOV .9 cc 22.22 –0.43 .05 49.11 14.10 Owens&Minor OMI .1 12 19.84 +0.18.0025
10.16 9.80 IntegratedRailA IRRX ... 35 10.15 +0.01 ... 23.35 16.42 KiteRealty KRG 3.9 dd 22.18 +0.24 .24 13.51 7.66 NOW DNOW ... 13 12.44 –0.60 ...
62.29 42.50 Knight-Swift KNX .9 10 54.61 –0.12 .12 9.99 9.68 MDH Acqn A MDH ... 33 9.99 +0.02 ... 101.12 72.97 OwensCorning OC 1.5 7 90.96 +0.90 .35
10.21 9.80 IntegratedWellA WEL ... dd 10.21 +0.01 ... 47.82 34.91 NRG Energy NRG 3.3 5 42.16 –0.08 .35 15.33 10.18 OwlRock ORCC10.0 12 13.19 +0.22 .33
138.46 88.60 ICE ICE 1.4 24 107.12 +2.91 .38 10.88 9.84 KnightSwanA KNSW ... ... 10.19 +0.09 ... 32.19 24.92 MDU Rscs MDU 2.8 19 31.43 +0.86.2225
19.06 7.15 MFA Financial MFA 15.8 dd 11.11 +0.32 .44 5982.45 3576.01 NVR NVR ... 10 4498.76 +106.17 ... 5.35 0.71 Owlet OWLT ... dd .84 –0.05 ...
71.71 47.06 InterContinentl IHG 2.2 25 58.36 +0.91 .439 18.85 12.34 KnotOffshore KNOP14.8 ... 14.07 –0.21 .52 10.15 9.86 NaborsEnerA NETC ... cc 10.13 ... ...
23.81 11.57 Knowles KN ... dd 15.09 +0.31 ... 16.85 11.38 MGIC Investment MTG 2.9 5 13.59 +0.30 .10 119.50 76.21 OxfordIndustries OXM 1.9 11 112.99 +4.00 .55
37.64 19.65 IntercorpFinSvcs IFS 7.5 7 23.19 +0.48 .65 207.67 72.46 NaborsIndustries NBR ... dd 154.37 –15.74 ...
150.46 114.56 IBM IBM 4.4 cc 148.37 +0.73 1.65 64.38 24.61 Kohl's KSS 6.3 8 31.93 +0.95 .50 49.00 26.41 MGM Resorts MGM .0 12 35.73 –1.01.0025
64.92 34.33 MI Homes MHO ... 3 44.06 +0.77 ... 50.00 36.04 NatlBankHoldings NBHC 2.1 19 48.55 –0.08 .25 PQ
151.86 83.14 IntlFlavors IFF 3.2 dd 101.37 +3.10 .81 38.77 11.75 Philips PHG 5.2 4 14.77 +0.66.9641 75.97 57.70 NationalFuelGas NFG 2.9 11 65.80 +1.96 .475
30.84 15.01 IntlGameTech IGT 3.4 14 23.86 –0.61 .20 57.64 30.98 KontoorBrands KTB 4.3 11 44.65 +2.12 .48 14.01 4.45 MinisoGroup MNSO .0 21 9.48 –0.28 .152
9.32 1.41 MOGU MOGU ... ... 2.53 +0.13 ... 80.20 47.22 NationalGrid NGG 5.0 11 61.70 +1.281.0307 49.00 10.58 PBF Energy PBF .0 2 45.65 –0.19 .20
50.23 30.69 IntlPaper IP ... 7 36.72 +0.95 ... 33.68 20.11 Koppers KOP .7 9 29.51 +0.45 .05 67.16 50.22 NatlHealthInv NHI 6.6 35 54.76 +1.07 .90 22.60 10.65 PBF Logistics PBFX 5.6 9 21.55 +0.04 .30
48.12 13.05 IntlSeaways INSW 1.1 16 44.74 –1.16 1.00 10.18 5.76 KoreaElcPwr KEP .0 dd 7.61 +0.19.4875 35.49 27.47 MPLX MPLX 9.2 9 33.63 +0.46 .775
89.05 59.99 NatlPrestoInds NPK 1.4 23 70.16 +1.37 3.50 15.61 9.64 PG&E PCG ... 18 15.37 +0.35 ...
10.03 9.52 InterPrivateII A IPVA ... dd 10.02 +0.01 ... 79.36 46.47 KornFerry KFY 1.1 9 56.16 –0.26 .15 60.19 26.19 MP Materials MP ... 24 33.27 +0.59 ...
13.45 6.38 MRC Global MRC ... 38 11.64 –0.34 ... 48.90 38.05 NatlRetailProp NNN 4.8 26 46.04 +0.52 .55 23.81 15.42 PGT Innovations PGTI ... 12 20.19 +0.44 ...
10.00 9.75 InterPrivateII A IPVF ... 37 9.96 +0.06 ... 8.49 3.02 KosmosEnergy KOS ... 7 6.41 –0.09 ... 70.04 36.75 NatlStorage NSA 5.6 42 38.98 –0.34 .55 4.98 2.07 PHX Minerals PHX 2.2 18 3.70 +0.13 .02
39.98 25.14 Interpublic IPG 3.4 14 34.50 +1.40 .29 62.78 40.18 Kroger KR 2.1 15 49.04 +0.78 .26 153.30 108.75 MSA Safety MSA 1.3 84 142.12 +4.15 .46
649.89 376.41 MSCI MSCI 1.0 49 512.26 +21.95 1.25 12.34 4.22 Natura&Co NTCO 1.1 dd 4.28 –0.28.0492 80.33 54.48 PJT Partners PJT 1.3 20 78.08 +1.44 .25
121.72 32.91 IntrepidPotash IPI ... 2 36.73 +1.73 ... 19.78 8.48 KronosWorldwide KRO 7.7 7 9.89 +0.20 .19 15.00 9.11 NaturalGasSvcs NGS ... dd 11.08 +0.83 ... 39.00 23.76 PLDT PHI 4.1 9 28.89 +1.19.8451
3.45 0.33 Invacare IVC ... dd .38 +0.05 ... 87.99 71.33 MSC Industrial MSM 3.8 14 84.10 –1.11 .79
4.82 0.45 KukeMusic KUKE ... dd .69 +0.04 ... 24.25 9.86 NaturalGrocers NGVC 3.9 11 10.34 +0.01 .10 228.14 143.52 PNC Fin PNC 3.6 13 167.65 +6.49 1.50
32.93 20.82 InvenTrust IVT 3.3 40 24.65 –0.41.2052 10.05 9.27 M3-Brigade II A MBAC ... 16 9.95 ... ...
20.18 7.93 Kyndryl KD ... dd 11.18 +1.01 ... 50.82 29.25 NaturalResPtrs NRP 7.1 3 41.99 –1.83 .75 49.88 43.43 PNM Resources PNM 2.9 25 48.76 +0.46.3475
31.50 9.60 InvescoMtg IVR 19.8 dd 13.10 +0.11 .65 10.17 9.65 M3-BrigadeIII A MBSC ... dd 10.05 ... ...
15.14 7.53 MV Oil MVO 16.9 7 13.10 –0.01 .685 17.00 4.40 Natuzzi NTZ ... dd 5.43 +0.38 ... 65.11 36.53 POSCO PKX 5.4 3 55.30 +1.34.8532
18.50 1.83 Invitae NVTA ... dd 2.78 –0.06 ... L 177.32 107.06 PPG Ind PPG 1.9 30 133.36 +4.89 .62
27.82 8.91 Mytheresa MYTE ... dd 10.14 –0.05 ... 7.53 4.71 NatWest NWG 4.6 10 6.26 +0.07.3958
45.80 29.56 InvitatHomes INVH 2.8 71 31.72 +0.45 .22 7.57 1.23 Nautilus NLS ... dd 1.42 –0.05 ... 30.99 23.47 PPL PPL 3.1 31 29.23 +1.14 .225
25.94 4.16 IonQ IONQ ... dd 4.91 –0.01 ... 162.60 89.28 LCI Inds LCII 4.2 5 101.14 +1.24 1.05 20.08 7.40 Macerich MAC 5.2 dd 13.18 –0.16 .17
31.23 15.10 Macy's M 2.7 5 23.65 +1.42.1575 15.21 7.89 NavigatorHldgs NVGS ... dd 12.35 –0.11 ... 47.25 12.11 ProgHoldings PRG ... 11 18.93 +0.23 ...
58.61 41.67 IronMountain IRM 4.6 32 53.56 +1.26.6185 10.78 4.08 LG Display LPL 3.6 dd 5.51 –0.05.2739 10.07 9.79 ProofAcqnIA PACI ... dd 10.06 +0.02 ...
17.96 6.00 LL Flooring LL ... 16 7.03 –0.05 ... 84.57 38.98 MSG Entertainment MSGE ... dd 46.61 +2.04 ... 5.49 1.90 NaviosMaritime NM ... 0 2.03 –0.17 ...
9.24 0.50 IronNet IRNT ... dd .50 –0.08 ... 99.79 72.94 Nelnet NNI 1.1 7 98.67 +0.59 .26 37.39 18.09 PROS PRO ... dd 23.12 –1.41 ...
26.71 8.27 iStar STAR 4.8 dd 10.39 –0.12 .125 27.45 8.13 LSB Inds LXU ... 7 15.14 +1.67 ... 182.78 136.61 MSG Sports MSGS .0 79 160.51 +11.94 7.00
54.40 43.58 MagellanMid MMP 8.1 10 51.86 –0.051.0475 6.53 1.59 NerdyA NRDY ... 20 2.16 –0.23 ... 15.30 9.65 P10 PX 1.2 48 10.39 +0.14 .03
3.94 2.50 ItauCorpBanca ITCB 3.8 4 2.96 –0.13 .165 45.49 31.36 LTC Properties LTC 5.9 16 38.65 –0.30 .19 113.78 43.49 PVH PVH .2 5 63.28 +2.93.0375
279.71 200.71 L3HarrisTech LHX 2.0 40 228.68 +4.68 1.12 90.15 45.58 MagnaIntl MGA 2.9 19 61.64 –0.36 .45 23.86 17.07 Netstreit NTST 4.1 cc 19.54 +1.00 .20
6.07 3.60 ItauUnibanco ITUB ... 9 4.86 –0.08 ... 98.12 34.70 Nevro NVRO ... dd 44.37 –0.11 ... 168.50 110.56 PackagingCpAm PKG 3.8 12 132.97 +3.93 1.25
16.11 8.81 LXP Industrial LXP 4.9 9 10.28 –0.21 .125 22.28 8.90 Magnachip MX ... 11 9.77 +0.07 ...
38.75 19.51 PagerDuty PD ... dd 21.83 –0.09 ...
J 38.16 21.92 La-Z-Boy LZB 2.5 7 26.51 +0.08 .165 30.31 17.23 MagnoliaOil MGY 2.1 6 25.89 –0.42 .10 50.11 36.77 NewJerseyRscs NJR 3.1 17 49.64 +1.69 .39
10.04 9.74 MagnumOpusA OPA ... 26 10.01 +0.01 ... 29.89 8.40 NewOrientalEduc EDU ... dd 25.03 –4.05 ... 29.28 9.45 PagSeguroDig PAGS ... 12 9.88 –2.19 ...
317.17 200.32 LabCorp.ofAmerica LH 1.2 13 241.37 +11.19 .72 21.40 6.44 PalantirTech PLTR ... dd 7.28 –0.11 ...
10.19 9.80 JattAcqnA JATT ... 47 10.15 +0.01 ... 12.70 8.67 LadderCapital LADR 8.3 13 11.15 +0.13 .23 45.82 31.66 MainStreetCap MAIN 7.0 12 38.64 +0.85 .225 114.28 41.66 NewRelic NEWR ... dd 52.62 +1.31 ...
31.09 17.39 JBG SMITH Prop JBGS 4.5 51 20.01 +0.52 .225 22.95 10.41 ManchesterUnited MANU .8 dd 21.21 +8.08 .09 13.75 2.34 NewYorkCityReit NYC 16.1 dd 2.49 –0.14 .10 27.95 16.35 PampaEnergia PAM ... 4 27.57 +1.28 ...
88.04 49.71 LambWeston LW 1.1 31 86.15 +2.13 .245 25.38 11.66 ParPacific PARR ... 5 24.09 –0.66 ...
27.60 8.38 JELD-WEN JELD ... 17 9.85 +0.16 ... 20.55 7.53 Manitowoc MTW ... 20 9.66 –0.21 ... 13.57 8.17 NY CmntyBcp NYCB 7.2 7 9.46 +0.10 .17
2.16 0.39 Lannett LCI ... dd .72 +0.13 ... 59.42 20.37 ParTechnology PAR ... dd 23.86 –2.05 ...
26.68 12.47 J.Jill JILL ... 8 26.03 +0.80 ... 115.54 64.00 Manpower MAN 3.1 11 88.27 +2.65 1.36 48.61 27.59 NYTimes A NYT 1.0 34 35.07 –0.62 .09
120.86 51.23 LaredoPetrol LPI ... 1 63.54 +0.47 ... 10.15 9.73 ParabellumAcqn PRBM ... 18 10.14 +0.15 ...
169.81 101.28 JPMorganChase JPM 2.9 12 136.74 +2.90 1.00 22.19 14.92 ManulifeFin MFC 4.9 6 17.95 +0.34.2587 360.77 280.28 NewMarket NEU 2.6 16 317.77 +9.23 2.10
48.27 28.88 LasVegasSands LVS ... dd 43.17 –0.45 ... 21.15 12.35 Paragon28 FNA ... dd 20.18 +0.65 ...
72.11 48.80 Jabil JBL .5 10 70.63 +1.26 .08 33.42 14.29 MarathonOil MRO 1.1 6 30.38 –0.42 .09 86.37 37.45 Newmont NEM 4.8 36 45.85 +0.72 .55
46.74 30.21 Lazard LAZ 5.4 7 36.75 +0.16 .50 11.54 5.78 ParamountGroup PGRE 4.9 cc 6.34 –0.08.0775
10.06 9.70 JacksonAcqnA RJAC ... 13 10.03 +0.05 ... 127.62 59.55 MarathonPetrol MPC 2.4 5 125.20 +4.02 .75 4.81 2.38 NewparkResources NR ... dd 4.02 +0.11 ...
195.43 114.67 Lear LEA 2.1 37 143.80 –1.84 .77 14.21 10.08 ParkAerospace PKE 2.9 38 13.72 +0.66 .10
47.76 23.56 JacksonFinl JXN 5.8 0 37.84 +1.13 .55 58.33 31.11 Marcus&Millichap MMI 1.3 10 37.66 +1.46 .25 10.54 4.27 NexaResources NEXA 6.2 5 5.34 +0.20.3775
10.18 9.61 LearnCWInvtA LCW ... 17 9.98 +0.01 ... 20.58 10.98 ParkHotels PK .3 43 12.41 +0.20 .01
150.32 106.78 JacobsSolns J .7 25 123.62 –2.42 .23 19.24 13.41 Marcus MCS .0 dd 16.18 +0.36 .05 6.56 3.39 NexGenEnergy NXE ... dd 4.60 +0.26 ...
43.89 30.28 Leggett&Platt LEG 4.9 13 35.77 +1.06 .44 340.00 230.44 ParkerHannifin PH 1.7 32 306.03 +0.40 1.33
41.64 17.86 JamesHardie JHX 2.5 17 20.02 +0.48 .30 13.40 7.75 MarineProducts MPX 5.0 10 11.30 +0.20 .14 25.98 14.16 NexPointRealEst NREF10.5 13 19.10 +0.29 .50
111.12 81.07 Leidos LDOS 1.3 22 108.89 +2.59 .36 50.15 29.25 Parsons PSN ... 57 48.95 +0.41 ...
45.55 19.09 JanusHenderson JHG 6.2 10 25.31 +0.89 .39 61.06 27.40 MarineMax HZO ... 4 32.57 –2.05 ... 95.04 38.67 NexPointResidentl NXRT 3.6 59 47.09 –0.80 .42
11.40 1.18 LejuHoldings LEJU ... dd 1.39 –0.29 ... 6.86 0.69 PartyCity PRTY ... dd .75 –0.12 ...
13.14 7.95 JanusIntl JBI ... 18 10.54 +0.03 ... 1519.25 1064.09 Markel MKL ... dd 1304.92 +45.63 ... 12.22 2.04 Nextdoor KIND ... dd 2.17 –0.09 ...
53.36 15.99 Lemonade LMND ... dd 19.48 –0.52 ... 93.73 67.22 NextEraEnergy NEE 2.0 44 85.34 +2.14 .425 457.70 255.82 PaycomSoftware PAYC ... 76 327.10 +10.71 ...
10.05 9.66 JawsMustangA JWSM ... 38 10.03 +0.01 ... 7.17 1.21 Markforged MKFG ... dd 1.25 –0.14 ...
36.98 9.34 LendingClub LC ... 4 10.56 +0.25 ... 174.74 110.08 MarriottVacations VAC 1.7 18 147.50 +2.89 .62 12.50 3.21 NexTierOilfield NEX ... 13 10.04 –0.24 ... 36.79 8.82 Paymentus PAY ... cc 9.90 +0.15 ...
41.49 25.88 JefferiesFin JEF 3.1 10 38.11 +0.51 .30 117.54 62.54 Lennar A LEN 1.7 6 86.38 +1.67 .375
2.22 0.73 JianpuTech JT ... ... 1.52 –0.11 ... 183.14 142.80 Marsh&McLen MMC 1.4 26 171.82 +4.32 .59 98.20 69.46 NicoletBankshares NIC ... 14 81.17 +2.08 ... 4.39 1.16 Paysafe PSFE ... dd 1.43 –0.10 ...
96.42 52.67 Lennar B LEN.B 2.1 5 71.26 +1.56 .375 446.46 284.99 MartinMarietta MLM .7 27 367.59 +11.27 .66 173.37 82.22 Nike NKE 1.3 30 105.96 +0.54 .34 33.29 8.58 PeabodyEnergy BTU ... 4 30.20 +2.95 ...
76.92 35.41 JinkoSolar JKS ... cc 47.81 –0.06 ... 334.78 182.85 LennoxIntl LII 1.6 20 267.44 –1.13 1.06
8.46 3.61 JobyAviation JOBY ... dd 4.10 –0.10 ... 71.06 42.33 Masco MAS 2.2 14 50.93 +1.00 .28 11.00 0.79 NineEnergy NINE ... dd 8.90 –1.37 ... 11.89 7.68 Pearson PSO 2.1 25 11.82 +0.25.8062
10.03 9.69 LeoHldgsII A LHC ... 46 10.01 ... ... 10.00 9.65 MasonIndlTechA MIT ... 35 9.96 +0.02 ... 32.59 23.78 NiSource NI 3.4 18 27.29 +0.97 .235 26.14 14.01 PebblebrookHotel PEB .2 dd 16.32 +0.34 .01
166.65 81.59 JohnBeanTech JBT .4 24 91.77 –0.50 .10 27.60 13.57 LeviStrauss LEVI 2.7 11 16.11 +0.36 .12
186.69 155.72 J&J JNJ 2.6 25 177.24 +1.04 1.13 119.32 65.71 MasoniteIntl DOOR ... 11 73.69 +0.28 ... 38.62 11.78 NoahHoldings NOAH ... 5 13.89 –1.38 ... 28.02 14.48 PediatrixMedical MD ... 16 15.47 –0.47 ...
13.20 5.06 Li-Cycle LICY ... dd 6.22 +0.12 ... 99.63 62.36 MasTec MTZ ... 63 90.82 –2.78 ... 42.08 22.01 Noble NE ... 29 36.45 –1.81 ... 10.19 9.70 PegasusDigA PGSS ... 31 10.15 +0.02 ...
81.77 45.52 JohnsonControls JCI 2.1 30 66.85 –0.13 .35 20.05 8.50 LibertyEnergy LBRT 1.2 16 16.35 –0.48 .05
275.77 135.35 JonesLang JLL ... 9 164.05 +8.13 ... 399.92 276.87 Mastercard MA .6 35 351.29 +7.60 .49 6.40 4.08 Nokia NOK .9 14 4.82 +0.03.0205 42.74 28.89 PembinaPipeline PBA 5.4 10 35.40 +0.22.1608
154.45 97.50 LifeStorage LSI 4.1 26 106.37 –1.11 1.08 73.78 33.49 MatadorRscs MTDR .6 7 66.54 –1.14 .10 26.89 12.50 NomadFoods NOMD ... 12 17.20 +0.35 ... 8.02 5.33 PennantPark PNNT10.6 dd 6.22 +0.05 .165
14.95 3.65 JumiaTech JMIA ... dd 4.10 –0.37 ... 23.17 8.75 LifeTime LTH ... dd 12.77 +0.63 ...
10.14 9.72 JuniperII A JUN ... 27 10.14 +0.07 ... 97.89 64.89 Materion MTRN .6 21 79.59 +2.49 .125 4.87 3.00 NomuraHoldings NMR 4.3 12 3.66 +0.11.0324 19.65 2.37 PA Reit PEI ... dd 2.61 –0.11 ...
1.51 0.73 LightInTheBox LITB ... dd 1.30 +0.14 ... 32.03 18.29 Mativ MATV 7.6 13 21.15 +1.80 .40 3.94 1.40 NordicAmTankers NAT 3.1 dd 3.52 –0.11 .05 71.52 38.53 PennyMacFin PFSI 1.4 6 57.79 +3.05 .20
38.14 25.18 JuniperNetworks JNPR 2.6 25 32.02 +0.45 .21 7.70 0.55 Lightng eMotors ZEV ... 1 .67 +0.09 ... 125.34 60.35 Matson MATX 1.9 2 64.31 +0.43 .31 29.59 16.14 Nordstrom JWN 3.4 11 22.13 +0.68 .19 18.67 10.78 PennyMacMtg PMT 12.3 dd 15.26 +0.22 .47
K 55.83 13.93 Lightspeed LSPD ... dd 15.63 +0.57 ... 12.36 8.27 MauiLand MLP ... 34 9.60 +0.32 ... 299.20 203.65 NorfolkSouthern NSC 2.0 19 252.32 +5.56 1.24 131.55 88.58 PenskeAuto PAG 1.6 7 125.49 +1.28 .57
369.80 231.87 EliLilly LLY 1.1 55 365.25 +3.58 .98 40.48 17.51 MaxarTech MAXR .2 56 23.80 –2.68 .01 16.12 9.20 NorthAmConstr NOA 1.8 10 13.41 +0.41.0588 77.66 38.55 Pentair PNR 1.8 14 46.19 +1.16 .21
22.10 11.15 KAR Auction KAR ... dd 13.21 –0.72 ... 76.40 32.59 LincolnNational LNC 4.6 dd 38.85 +1.12 .45 81.76 54.46 Maximus MMS 1.6 21 69.78 +8.48 .28 20.72 7.80 NoEuroOil NRT 11.7 12 15.60 –1.36 .74 290.36 114.87 Penumbra PEN ... dd 195.94 +4.66 ...
55.31 30.14 KB Financial KB 6.3 4 37.59 +0.87.3646 352.18 262.47 Linde LIN 1.4 46 344.42 +9.51 1.17 15.69 5.95 MayvilleEngg MEC ... 81 10.83 –0.40 ... 10.00 9.62 NorthernGenIII NGC ... 37 9.93 +0.01 ... 21.03 4.90 Perfect PERF ... cc 7.21 –1.38 ...
50.20 24.78 KB Home KBH 1.9 4 30.86 +0.85 .15 183.08 116.77 Lindsay LNN .8 30 178.22 +3.46 .34 107.35 71.19 McCormick MKC 1.7 33 84.91 +1.15 .37 39.10 17.52 NorthernOil&Gas NOG 3.3 4 36.05 –0.41 .30 59.87 38.23 PerformanceFood PFGC ... 45 58.41 +0.14 ...
56.94 41.69 KBR KBR .9 49 52.50 +1.69 .12 11.61 2.36 LionElectric LEV ... 11 2.87 –0.14 ... 107.02 71.92 McCormickVtg MKC.V 1.7 33 84.79 +1.07 .37 10.01 9.67 NorthernStrII A NSTB ... 21 10.01 +0.01 ... 10.05 9.67 PeridotAcqnIIA PDOT ... 36 10.02 ... ...
24.85 7.31 KE Holdings BEKE ... dd 14.29 –0.52 ... 18.84 6.34 LionsGate A LGF.A ... dd 7.65 +0.82 ... 281.67 217.68 McDonald's MCD 2.2 35 275.00 +1.63 1.52 10.01 9.65 NorthernStrIII A NSTC ... 31 9.98 +0.04 ... 14.91 6.58 PerimeterSolns PRM ... dd 10.63 +1.17 ...
10.05 9.70 KKR AcqnI A KAHC ... 35 10.04 +0.03 ... 17.29 5.83 LionsGate B LGF.B ... dd 7.10 +0.76 ... 10.60 2.81 McEwenMining MUX ... dd 5.36 +0.48 ... 10.00 9.67 NorthernStrIV A NSTD ... 25 9.98 +0.05 ... 25.01 24.28 PeriphasCapA PCPC ... 73 25.00 ... ...
78.40 41.77 KKR KKR 1.2 dd 51.85 +0.01 .155 349.61 180.00 LithiaMotors LAD .7 5 229.72 +1.91 .42 401.78 215.27 McKesson MCK .6 27 383.34 +13.61 .54 556.27 345.91 NorthropGrum NOC 1.3 15 527.83 +7.41 1.73 203.16 113.46 PerkinElmer PKI .2 29 136.93 +0.76 .07
22.44 15.70 KKR RealEstFin KREF10.4 27 16.56 +0.57 .43 41.56 18.89 LithiumAmericas LAC ... dd 24.54 –0.50 ... 17.26 7.59 MediaAlpha MAX ... dd 12.04 –0.68 ... 57.63 42.37 NorthwestNat NWN 3.9 19 49.59 +0.90 .485 23.08 8.12 PermianBasin PBT 5.1 23 20.92 +1.54 .081
7.45 1.91 KoreGroup KORE ... dd 2.40 +0.06 ... 126.79 65.05 LiveNationEnt LYV ... 94 68.46 +2.25 ... 24.13 9.90 MedicalProp MPW 8.9 6 13.09 +0.72 .29 23.90 10.31 NorwegCruise NCLH ... dd 16.43 +0.06 ... 11.43 5.08 PermianRscs PR 1.9 6 10.51 –0.27 .05
15.30 11.56 KT KT 4.6 6 13.94 +0.35.5639 9.97 9.67 LiveOakMobilityA LOKM ... 30 9.95 –0.02 ... 222.00 96.00 Medifast MED 5.5 9 120.17 –3.88 1.64 8.81 3.38 NouveauMonde NMG ... dd 4.63 –0.41 ... 5.79 1.97 PermianvilleRT PVL 11.2 10 3.53 +0.13.0475
239.85 154.19 Kadant KAI .5 19 193.32 +0.55 .26 36.38 19.35 Livent LTHM ... 27 26.90 –1.87 ... 114.44 76.60 Medtronic MDT 3.4 25 79.12 –2.18 .68 94.26 74.09 Novartis NVS 2.5 9 87.71 +2.012.1823 10.88 6.37 PermRock PRT 12.7 8 7.89 +0.61.0904
11.07 0.51 Kaleyra KLR ... dd 1.46 ... ... 51.08 15.37 LiveRamp RAMP ... dd 21.07 –0.44 ... 13.53 3.14 MemberCollect MCG ... dd 4.06 +0.41 ... 122.16 91.51 NovoNordisk NVO 1.0 35 118.79 +5.35.5836 43.90 31.32 Perrigo PRGO 3.2 dd 32.95 +1.09 .26
46.50 18.88 Kaman KAMN 3.9 32 20.57 +0.02 .20 12.27 5.40 LiveWire LVWR ... 15 5.80 +0.05 ... 107.50 71.50 Merck MRK 2.6 18 107.50 +3.27 .69 12.24 3.26 NuHoldings NU ... dd 4.45 +0.13 ... 16.32 9.56 PetroleoBrasil PBR 72.1 2 10.30 –1.05.1706
77.17 59.54 Kellogg K 3.2 17 72.80 +2.19 .59 3.00 1.70 LloydsBanking LYG 4.5 ... 2.23 +0.09.0385 56.94 27.89 MercuryGeneral MCY 3.4 dd 37.48 +0.66.3175 56.76 29.96 NuSkinEnts NUS 4.0 53 38.84 +0.46 .385 15.04 8.35 PetroleoBrasilA PBR.A83.4 2 8.91 –1.02.1706
64.36 40.65 Kemper KMPR 2.3 dd 54.28 +0.57 .31 5.57 1.25 loanDepot LDI 20.6 dd 1.55 +0.02 .08 23.11 12.49 MeridianLink MLNK ... cc 14.83 +0.29 ... 187.90 88.50 Nucor NUE 1.3 5 149.19 +7.16 .50 61.71 41.45 Pfizer PFE 3.3 9 49.21 +0.98 .40
38.36 20.21 Kennametal KMT 3.0 16 26.80 +0.32 .20 11.81 2.05 LocalBounti LOCL ... dd 2.44 +0.17 ... 125.01 62.51 MeritageHomes MTH ... 3 86.03 +4.70 ... 15.85 8.87 NuScalePower SMR ... dd 11.22 +0.10 ... 112.48 82.85 PhilipMorris PM 5.2 18 98.25 +1.97 1.27
25.30 13.97 KennedyWilson KW 5.7 30 16.95 +0.30 .24 494.66 328.20 LockheedMartin LMT 2.5 22 483.46 +6.64 3.00 28.00 5.20 MesaRoyalty MTR 10.4 11 16.54 +1.68.1852 18.05 12.80 NuSTAREnergy NS 9.9 44 16.10 –0.13 .40 113.53 67.08 Phillips66 PSX 3.5 5 110.78 +1.79 .97
72.90 33.88 KenonHoldings KEN ... 1 38.29 +1.08 ... 68.20 49.36 Loews L .4 14 57.41 +0.79.0625 35.65 16.56 MesabiTrust MSB 24.3 6 20.82 –0.11 .84 117.25 65.84 Nutrien NTR 2.3 6 82.36 +4.56 .48 6.59 2.10 PhoenixNewMedia FENG ... dd 2.60 –1.90 ...
10.80 9.98 KensingtonCapAcqnV KCGI.UT ... ... 10.18 –0.01 ... 7.00 4.45 LomaNegra LOMA 4.0 14 6.40 +0.11.3895 11.25 0.70 MetaData AIU ... ... 1.09 –0.16 ... 10.45 1.77 NuvationBio NUVB ... dd 1.83 –0.02 ... 62.54 13.19 Phreesia PHR ... dd 24.82 +0.34 ...
10.18 9.81 KensingtonCapV A KCGI ... 19 10.17 +0.06 ... 10.03 9.68 LongviewII A LGV ... 34 10.02 –0.01 ... 10.15 9.57 MetalsAcqn MTAL ... cc 9.94 +0.03 ... 40.41 29.19 nVentElectric NVT 1.7 22 40.18 +0.81 .175 19.12 13.42 PhysiciansRealty DOC 6.4 27 14.34 –0.12 .23
27.17 15.26 KeyCorp KEY 4.3 9 19.03 +0.42 .205 79.77 48.20 LouisianaPacific LPX 1.4 4 62.82 +1.16 .22 49.94 33.91 MethodeElec MEI 1.2 18 45.62 +1.49 .14 19.84 9.34 PiedmontOfficeA PDM 8.1 32 10.31 +0.06 .21
209.08 127.93 KeysightTechs KEYS ... 29 176.62 +4.72 ... 263.31 170.12 Lowe's LOW 2.0 21 210.97 +1.04 1.05 77.36 57.05 MetLife MET 2.6 29 76.95 +1.45 .50 O 80.51 59.03 PinnacleWest PNW 4.5 16 76.50 +2.77 .865
79.06 38.91 KilroyRealty KRC 5.1 22 42.58 +1.46 .54 7.05 1.26 LufaxHolding LU 33.6 2 1.40 –0.48 .17 115.78 59.29 MetropolitanBk MCB ... 9 67.43 +0.15 ... 43.24 16.14 Pinterest PINS ... cc 24.99 +0.61 ...
10.76 9.94 KimbellTigerA TGR ... dd 10.20 ... ... 13.93 5.68 LumenTech LUMN 17.1 3 5.84 –0.03 .25 1714.75 1065.55 MettlerToledo MTD ... 40 1449.69 +48.38 ... 30.93 23.82 OFGBancorp OFG 2.8 9 28.95 +1.02 .20 288.46 166.97 PioneerNatRscs PXD 10.3 9 254.14 +4.20 4.61
145.79 108.74 KimberlyClark KMB 3.4 26 135.03 +3.63 1.16 4.04 1.92 LumentFinance LFT 12.1 10 1.98 ... .06 6.58 3.03 MicroFocus MFGP 3.9 dd 6.23 +0.08 .08 42.91 33.28 OGE Energy OGE 4.1 9 39.98 +0.74.4141 187.00 102.60 PiperSandler PIPR 1.6 14 147.81 +2.68 .60
26.57 17.71 KimcoRealty KIM 4.0 61 22.72 +0.57 .23 20.20 13.68 Luxfer LXFR 3.4 17 15.48 +0.24 .13 231.63 141.13 MidAmApt MAA 3.1 30 161.46 +2.75 1.25 17.94 10.64 O-I Glass OI ... 4 16.66 +0.46 ... 7.38 2.30 PitneyBowes PBI 5.5 20 3.64 +0.03 .05
20.20 15.01 KinderMorgan KMI 6.0 17 18.63 +0.21.2775 117.22 71.46 LyondellBasell LYB 5.5 7 86.79 +4.49 1.19 35.68 21.00 MillerIndustries MLR 2.6 23 27.32 +0.24 .18 92.26 64.37 ONE Gas OGS 2.8 22 88.33 +3.46 .62 10.02 9.67 PivotalInvtIII A PICC ... 36 9.99 +0.04 ...

97.33 54.15 PlanetFitness PLNT ... 91 76.35 +1.36 ... 9.78 3.08 SeacorMarine SMHI ... dd 7.96 +0.27 ... 55.09 31.61 StandardMotor SMP 2.8 11 38.99 –0.21 .27 113.37 71.86 Toro TTC 1.1 31 111.41 –0.12 .30 55.51 34.55 Verizon VZ 6.7 8 39.02 +0.47.6525
11.65 3.70 PlanetLabs PL ... dd 5.33 +0.23 ... 10.42 3.61 SES AI SES ... dd 5.01 +0.30 ... 111.89 79.02 StandexInt SXI 1.0 20 106.72 +0.06 .28 86.02 57.27 TorontoDomBk TD 4.0 11 68.06 +1.27.6833 30.17 8.71 VermilionEnergy VET 1.3 3 19.36 –0.16.0603
8.68 4.21 PlayAGS AGS ... dd 5.09 –0.12 ... 11.60 7.64 SFL SFL 9.2 ... 9.98 –0.09 .23 196.52 70.24 StanleyBlackDck SWK 3.9 9 83.08 +2.88 .80 17.38 3.71 Torrid CURV ... dd 3.90 –0.26 ... 18.44 2.72 VerticalAerospace EVTL ... ... 4.03 +0.36 ...
32.37 15.59 PlymouthIndREIT PLYM 4.4 dd 20.18 –0.02 .22 10.50 4.42 SignaSports SSU ... dd 5.82 +0.28 ... 57.79 40.92 Stantec STN 1.1 38 50.97 +1.29 .135 9.95 9.61 TortoiseEcoIII A TRTL ... 26 9.89 –0.05 ... 27.04 7.76 Vertiv VRT .1 dd 13.74 –0.10 .01
127.37 91.86 Polaris PII 2.3 14 112.38 +1.93 .64 17.22 10.42 SITE Centers SITC 3.9 15 13.35 +0.13 .13 10.69 6.26 Starrett A SCX ... 4 7.71 +0.46 ... 61.15 44.61 TotalEnergies TTE ... 7 60.61 +1.03 ... 47.54 25.18 Viad VVI ... dd 28.53 +0.88 ...
10.07 9.72 PontemA PNTM ... 36 10.04 ... ... 76.20 55.74 SJW Group SJW 1.9 39 75.23 +1.75 .36 10.90 0.17 StarryGroup STRY ... dd .20 –0.04 ... 13.70 7.14 TownsquareMedia TSQ ... 14 7.91 +0.21 ... 13.18 2.82 VicariousSurgical RBOT ... 8 3.62 +0.35 ...
57.03 41.58 PortlandGenElec POR 3.7 18 48.80 +1.67.4525 50.50 18.32 SK Telecom SKM ... 10 20.85 +0.33 ... 5.34 2.60 Startek SRT ... 19 3.59 +0.52 ... 213.74 130.07 ToyotaMotor TM 2.4 10 148.27 +5.081.7621 65.20 26.14 Victoria'sSecret VSCO ... 9 47.40 +3.41 ...
94.54 61.67 PostHoldings POST ... 8 92.92 +3.97 ... 85.15 35.77 SLGreenRealty SLG 9.0 dd 41.61 +1.67.3108 25.95 17.69 StarwoodProp STWD 9.0 8 21.27 +0.80 .48 14.43 2.52 Traeger COOK ... dd 3.36 –0.37 ... 11.57 5.88 VinceHolding VNCE ... dd 7.85 –0.01 ...
10.07 9.60 PostHldgsA PSPC ... 45 9.84 +0.02 ... 54.97 25.23 SM Energy SM .7 4 43.70 –0.70 .15 104.87 58.62 StateStreet STT 3.3 11 77.06 +1.47 .63 9.99 9.62 TrajectoryAlphaA TCOA ... dd 9.94 +0.01 ... 11.97 5.75 Vipshop VIPS ... 8 9.66 +0.30 ...
19.99 14.14 PostalRealty PSTL 6.0 cc 15.56 –0.14 .235 10.42 10.00 SoarTechAcqnA FLYA ... 23 10.41 +0.04 ... 47.62 32.01 SteelPartners SPLP ... 7 43.80 +1.33 ... 204.23 120.64 TraneTech TT 1.5 26 178.95 +2.71 .67 17.15 4.11 VirginGalactic SPCE ... dd 5.10 –0.20 ...
21.99 10.60 PowerSchool PWSC ... dd 20.41 +0.56 ... 68.50 3.92 SOS SOS ... dd 4.27 –0.43 ... 12.93 6.52 Steelcase SCS 4.7 63 8.46 +0.24 .10 12.13 7.55 Transalta TAC 1.7 37 9.48 +0.16.0382 3.24 0.99 VirnetX VHC ... dd 1.24 ... ...
87.36 29.26 PrecisionDrilling PDS ... dd 80.69 +1.22 ... 75.25 41.66 SPX Tech SPXC ... cc 70.80 –0.04 ... 21.92 11.37 Stellantis STLA ... 3 15.21 +0.28 ... 47.76 37.01 TrancntlRlty TCI ... 1 41.43 +0.44 ... 235.85 174.60 Visa V .8 31 213.79 +2.99 .45
63.47 48.51 PrestigeCnsHlth PBH ... 15 60.38 +0.63 ... 13.53 2.00 SQZ Biotech SQZ ... dd 2.65 –0.06 ... 22.25 5.72 Stem STEM ... dd 13.69 +0.48 ... 684.72 499.63 TransDigm TDG .0 47 636.54 +15.9318.50 22.98 16.73 Vishay VSH 1.8 8 22.45 –0.38 .10
10.04 9.70 PrimaveraCapA PV ... 30 10.02 –0.01 ... 48.27 26.56 STAG Indl STAG 4.5 25 32.74 –0.02.1217 126.24 91.64 Stepan SCL 1.3 17 110.51 +1.90 .365 5.56 2.32 Transocean RIG ... dd 4.06 –0.08 ... 41.63 27.03 VishayPrecision VPG ... 17 40.43 –0.38 ...
10.25 9.79 PrimeImpactI A PIAI ... 38 10.24 +0.03 ... 10.12 9.69 ST Ener I A STET ... 17 10.11 ... ... 255.93 159.21 Steris STE 1.0 dd 180.58 +14.57 .47 9.59 4.05 TransportadGas TGS ... 6 9.14 +0.45 ... 14.73 4.81 VistaEnergy VIST ... 8 13.89 +0.79 ...
159.47 110.22 Primerica PRI 1.5 21 145.90 +2.72 .55 34.99 24.48 StoreCapital STOR 5.1 28 31.88 +0.15 .41 24.60 13.36 Stevanato STVN .4 26 14.90 +0.40.0546 120.36 50.32 TransUnion TRU .7 46 61.73 +1.29 .105 52.69 23.55 VistaOutdoor VSTO ... 4 27.33 +0.71 ...
17.91 12.15 PrimoWater PRMW 1.8 dd 15.32 +0.55 .07 90.73 38.83 SabineRoyalty SBR 9.8 10 80.27 +2.141.0167 81.00 35.96 StewartInfo STC 4.1 5 43.62 +2.91 .45 63.19 33.57 Travel+Leisure TNL 4.2 9 38.15 +0.15 .40 27.39 19.65 Vistra VST 3.2 dd 24.08 +1.17 .193
27.55 18.35 ProAssurance PRA 1.0 61 19.89 +0.60 .05 5.12 2.35 SafeBulkers SB 6.8 2 2.94 ... .05 83.28 49.31 StifelFinancial SF 1.9 11 64.72 +1.32 .30 189.53 145.40 Travelers TRV 2.0 14 188.91 +4.35 .93 11.14 3.26 VivintSmartHome VVNT ... dd 8.65 –0.41 ...
89.78 40.00 ProcoreTech PCOR ... dd 47.88 –2.43 ... 80.66 23.65 Safehold SAFE 2.3 14 30.29 +0.31 .177 51.52 28.35 STMicroelec STM .5 9 38.37 +0.06 .06 13.15 9.43 Tredegar TG 5.0 6 10.33 ... .13 136.85 91.53 VMware VMW ... 36 119.26 +2.70 ...
165.35 122.18 Procter&Gamble PG 2.5 25 146.72 +4.15.9133 299.27 136.04 Salesforce CRM ... cc 153.35 +5.31 ... 25.87 13.64 Stoneridge SRI ... dd 24.51 +0.12 ... 51.04 29.47 TreeHouseFoods THS ... dd 48.89 +1.89 ... 10.44 0.55 Volta VLTA ... dd .58 –0.08 ...
132.93 92.44 Progressive PGR .3 93 131.57 +3.21 .10 21.05 11.28 SallyBeauty SBH ... 7 11.64 –0.65 ... 47.35 25.65 Stride LRN ... 17 35.69 +0.04 ... 140.98 38.68 Trex TREX ... 26 46.26 +1.45 ... 32.95 16.55 Vontier VNT .5 7 19.58 +0.26 .025
174.54 98.03 Prologis PLD 2.7 22 116.39 +1.83 .79 31.41 8.42 Samsara IOT ... dd 9.96 +0.61 ... 280.43 188.84 Stryker SYK 1.2 36 232.74 +9.13 .695 28.29 14.59 TriPointe TPH ... 4 18.25 +0.57 ... 47.26 20.03 VornadoRealty VNO 8.5 50 25.08 +1.10 .53
10.10 4.11 PropertyGuru PGRU ... dd 4.92 –0.23 ... 15.43 5.54 SanJuanBasin SJT 14.3 9 11.72 +0.64 .172 7.48 1.52 StudioCity MSC ... dd 2.03 –0.05 ... 17.23 7.83 TriconRes TCN 2.6 3 8.92 +0.09 .058 74.97 56.20 VoyaFinancial VOYA 1.2 11 65.13 +1.49 .20
16.93 7.25 ProPetro PUMP ... dd 10.93 –0.10 ... 10.15 9.80 SandbridgeX2 SBII.UT ... ... 10.04 –0.01 ... 74.88 49.50 SturmRuger RGR 4.4 9 54.58 +0.41 .41 10.20 9.72 TrineIIAcqnA TRAQ ... 22 10.20 +0.03 ... 213.65 137.54 VulcanMatls VMC .9 41 183.34 +4.45 .40
80.46 64.69 ProsperityBcshs PB 2.9 14 76.20 +2.39 .55 10.40 9.61 SandbridgeX2 A SBII ... 36 10.13 +0.07 ... 17.75 13.83 SuburbanPropane SPH 7.8 8 16.65 +0.76 .325 106.07 60.61 TriNet TNET ... 12 70.78 +1.41 ...
61.14 22.04 ProtoLabs PRLB ... 30 25.71 +1.94 ... 29.28 9.07 SandRidgeEnergy SD ... 4 20.25 +0.66 ... 7.74 5.39 SumitomoMits SMFG 1.9 8 6.87 +0.30.1559 35.35 20.94 TrinityIndustries TRN 3.0 69 30.52 +0.92 .23 W
26.20 19.18 ProvidentFinSvcs PFS 4.2 10 22.64 +0.46 .24 9.18 4.51 SandstormGold SAND 1.1 13 5.25 +0.15.0144 10.58 6.58 SummitHotelProp INN .0 dd 8.48 –0.08 .04 59.73 17.54 Trinseo TSE 5.2 21 24.59 +0.76 .32
124.22 85.46 PrudentialFin PRU 4.5 cc 107.77 +0.44 1.20 29.65 20.16 SaratogaInvt SAR 8.4 20 27.00 +2.12 .68 41.46 21.99 SummitMaterials SUM ... 13 30.47 +1.23 ... 9.16 2.97 W&T Offshore WTI ... 4 7.03 –0.09 ...
16.60 9.79 TripleFlagPrecMtl TFPM 1.7 34 11.60 +0.41 .05
36.84 18.20 Prudential PUK ... 15 22.93 –0.42 ... 28.37 15.01 Sasol SSL 4.0 4 17.24 +0.05.8578 32.29 11.52 SummitMidstream SMLP ... dd 20.25 –0.35 ... 108.39 80.82 WEC Energy WEC 2.9 23 98.66 +2.96.7275
18.69 10.41 TriplePtVent TPVG 11.1 74 13.31 +0.23 .37
75.61 52.51 PublicServiceEnt PEG 3.6 43 59.22 +1.53 .54 56.22 36.21 SaulCenters BFS 5.5 26 42.61 –0.89 .59 211.79 117.63 SunComms SUI 2.4 71 145.97 +2.97 .88 183.38 123.01 WEX WEX ... 74 164.01 +6.87 ...
10.05 9.69 TristarAcqnI TRIS ... 19 10.05 +0.02 ...
421.76 270.73 PublicStorage PSA 2.7 12 298.61 +5.10 2.00 56.04 27.65 Schlumberger SLB 1.4 25 50.83 –2.61 .175 58.49 37.96 SunLifeFinancial SLF 4.6 11 46.82 +0.62.5455 91.48 67.07 WNS WNS ... 31 84.20 –1.33 ...
72.34 48.64 TritonIntl TRTN 4.2 6 66.38 +1.34 .70 89.63 67.77 W.P.Carey WPC 5.3 32 80.38 +0.661.061
58.09 35.03 PulteGroup PHM 1.3 5 44.52 +1.67 .15 27.50 20.26 SchneiderNatl SNDR 1.2 9 25.62 +0.47 .08 9.82 5.72 SunCokeEnergy SXC 3.9 7 8.25 +0.21 .08 27.85 7.84 TriumphGroup TGI ... 8 11.84 +0.16 ...
36.71 21.90 PureStorage PSTG ... dd 30.46 –0.29 ... 96.24 59.35 SchwabC SCHW 1.1 25 81.61 +1.80 .22 42.72 22.22 SuncorEnergy SU 4.4 8 35.41 –0.20.3911 83.70 39.67 WPP WPP 3.8 14 52.90 +1.08.9052
25.95 11.09 Tronox TROX 3.5 4 14.21 +0.21 .125 25.96 12.23 WabashNational WNC 1.2 28 25.68 –0.11 .08
10.48 9.85 PyrophyteAcqn PHYT ... 24 10.25 +0.01 ... 113.03 78.10 ScienceApplicat SAIC 1.3 24 110.61 +3.55 .37 7.00 2.16 SunlandsTech STG .0 1 3.99 ... .63 30.32 15.77 TrueBlue TBI ... 10 21.47 +0.20 ...
83.43 20.93 Q2Holdings QTWO ... dd 26.03 +0.15 ... 54.24 11.02 ScorpioTankers STNG .8 11 52.57 +0.88 .10 5.70 0.96 SunlightFinl SUNL ... dd 1.64 +0.15 ... 102.11 78.26 Wabtec WAB .6 28 100.88 +1.72 .15
68.95 40.01 TruistFinl TFC 4.4 11 46.92 +1.26 .52 154.53 75.33 Walker&Dunlop WD 2.8 11 85.37 +4.18 .60
58.00 40.38 Qiagen QGEN ... 24 48.97 +0.82 ... 167.09 39.06 ScottsMiracleGro SMG 4.8 dd 55.55 –1.00 .66 38.56 12.47 SunnovaEnergy NOVA ... dd 23.43 +1.25 ... 20.20 6.95 TsakosEnergy TNP 1.7 dd 18.09 –1.34 .15
7.55 2.12 QuadGraphics QUAD ... dd 3.82 +0.35 ... 10.49 7.15 ScullyRoyalty SRL 11.6 19 7.93 –0.13 .16 17.60 5.01 Wallbox WBX ... ... 5.80 –0.13 ...
46.95 34.26 Sunoco SUN 7.7 8 43.15 –0.17.8255 21.10 3.87 Tupperware TUP ... 5 4.42 –0.18 ...
245.22 129.06 QuakerHoughton KWR .9 44 192.39 +3.98 .435 10.30 9.80 SculptorAcqnIA SCUA ... 13 10.16 +0.02 ... 160.77 117.27 Walmart WMT 1.5 47 153.07 +2.84 .56
12.72 9.24 SunstoneHotelInv SHO .0 12 10.76 +0.12 .05 4.53 2.33 TurkcellIletism TKC 2.7 9 4.48 +0.46.0826
25.94 18.00 QuanexBldg NX 1.3 9 23.97 –0.21 .08 22.75 7.90 SculptorCapMgmt SCU 3.3 dd 9.97 +0.02 .01 10.79 9.66 WarburgPincusI-A WPCA ... 34 10.05 +0.04 ...
11.09 3.20 SuperGroup SGHC ... dd 3.23 –0.26 ... 38.90 18.81 TurningPoint TPB 1.1 11 21.27 –0.26 .06
151.77 93.91 QuantaServices PWR .2 51 148.52 –0.14 .07 307.86 40.67 Sea SE ... dd 54.32 –2.62 ... 10.02 9.68 WarburgPincusI-B A WPCB ... 37 10.02 +0.01 ...
6.06 2.88 SuperiorIndsIntl SUP ... dd 4.76 –0.09 ... 32.09 13.60 TurquoiseHill TRQ ... 11 31.69 +0.38 ...
9.94 9.83 QuantumFin QFTA ... 36 9.91 +0.03 ... 22.22 10.03 SeabridgeGold SA ... cc 12.39 +0.36 ... 54.07 10.86 WarbyParker WRBY ... dd 16.21 +0.11 ...
10.03 9.67 Supernova III A STRE ... 36 10.01 +0.01 ... 13.97 5.40 TutorPerini TPC ... dd 7.98 +0.58 ...
32.27 6.71 QuantumScape QS ... dd 7.03 –0.19 ... 34.53 22.00 SeaDrill SDRL ... ... 32.00 +0.76 ... 42.95 20.25 WarriorMetCoal HCC .7 3 35.49 +2.14 .06
12.83 7.71 Suzano SUZ 1.2 4 10.32 –0.35 .116 7.41 0.77 Tuya TUYA ... dd 1.06 +0.01 ...
2.18 0.63 Qudian QD ... dd .73 –0.12 ... 70.72 41.24 SealedAir SEE 1.5 14 52.31 +1.17 .20 148.20 113.50 WasteConnections WCN .7 46 142.17 +1.97 .255
44.22 10.78 Sweetgreen SG ... dd 12.64 –0.45 ... 298.00 41.00 Twilio TWLO ... dd 48.56 –0.69 ... 175.98 138.58 WasteMgt WM 1.6 31 164.46 +3.28 .65
174.16 120.40 QuestDiag DGX 1.8 15 149.06 +2.64 .66 76.57 40.01 SeaWorldEnt SEAS ... 12 53.53 –0.51 ... 34.24 23.03 Switch SWCH .6 22 34.21 +0.06.0525 10.04 9.67 TwinRidgeCapA TRCA ... 41 10.02 +0.01 ...
7.92 1.68 QuotientTech QUOT ... dd 3.14 +0.14 ... 10.43 5.47 SelectEnergySvcs WTTR 2.5 15 8.03 –0.65 .05 2.00 0.90 Waterdrop WDH ... dd 1.57 –0.05 ...
53.00 26.46 Sylvamo SLVM 1.9 27 52.36 +2.00 .25 10.03 9.65 twoA TWOA ... dd 10.03 +0.03 ... 375.24 265.61 Waters WAT ... 29 338.03 +16.87 ...
30.92 18.86 SelectMedical SEM 2.1 18 24.24 +0.13 .125 50.20 27.22 SynchronyFin SYF 2.5 6 37.05 +1.16 .23 25.08 12.12 TwoHarbors TWO 16.6 4 16.41 +0.49 .68
R 9.78 0.51 SelectQuote SLQT ... dd .68 –0.02 ... 318.98 220.68 Watsco WSO 3.2 20 278.74 +3.44 2.20
54.40 34.15 SynovusFin SNV 3.2 9 43.10 +1.81 .34 544.04 281.11 TylerTech TYL ... 75 330.88 +17.43 ... 201.00 116.31 WattsWater WTS .8 24 156.06 –0.65 .30
264.94 152.90 RBC Bearings RBC ... 89 245.82 +1.89 ...
176.47 119.56 Sempra SRE 2.8 23 163.46 +5.621.145 91.53 68.05 Sysco SYY 2.3 31 86.45 +1.39 .49 100.72 62.94 TysonFoods TSN 2.9 7 67.33 +1.81 .48 9.99 9.50 WaverleyCap1 A WAVC ... cc 9.95 +0.01 ...
22.00 7.41 Semrush SEMR ... dd 9.57 +0.32 ... 37.10 3.45 System1 SST ... dd 4.98 –0.18 ...
10.31 9.73 RCF Acqn A RCFA ... 15 10.19 +0.02 ... 20.53 9.73 SendasDistrib ASAI .9 19 17.98 +0.07.1245 U 298.00 28.11 Wayfair W ... dd 32.02 –1.22 ...
32.71 23.39 RELX RELX 2.2 26 28.09 +0.76.1802 65.58 36.64 SensataTechs ST 1.0 23 45.26 +1.23 .11 T 20.89 2.91 WeaveComms WEAV ... dd 4.15 –0.09 ...
31.91 17.03 RE/MAX RMAX 4.7 36 19.77 +0.59 .23 101.76 63.17 SensientTech SXT 2.2 23 74.24 +1.51 .41 21.49 13.80 UBS Group UBS 2.7 9 18.55 +0.24 .50 14.31 4.82 Weber WEBR .0 dd 6.75 –0.68 .04
16.91 9.50 REV REVG 1.4 cc 13.97 +0.05 .05 59.99 15.43 SentinelOne S ... dd 16.32 –0.32 ... 6.72 1.60 TAL Education TAL ... dd 5.29 –0.26 ... 61.06 37.18 UDR UDR 3.7 83 40.73 +0.53 .38 65.00 40.72 WebsterFin WBS 3.0 16 53.59 +0.98 .40
658.51 207.37 RH RH ... 12 277.22 +2.27 ... 5.80 2.28 SequansComms SQNS ... ... 3.78 ... ... 59.38 39.11 TC Energy TRP 5.5 19 49.26 +1.42.7001 47.04 31.19 UGI UGI 3.6 8 39.71 +1.10 .36 95.57 58.40 WeisMarkets WMK 1.6 19 86.14 +0.35 .34
134.81 96.22 RLI RLI .8 11 133.72 +3.47 7.00 15.20 4.90 SeritageGrowth SRG ... dd 11.70 +0.15 ... 9.99 9.63 TCW Spac A TSPQ ... 61 9.98 +0.02 ... 27.50 15.14 UMH Prop UMH 4.5 dd 17.70 +0.28 .20 60.30 36.54 WellsFargo WFC 2.5 12 47.44 +0.94 .30
15.45 9.84 RLJ Lodging RLJ 1.7 dd 11.97 +0.21 .05 75.11 56.85 ServiceCorp SCI 1.5 17 71.41 +1.08 .27 20.96 6.52 TDCX TDCX ... 20 10.62 –1.07 ... 61.10 40.53 Unitil UTL 3.0 20 52.74 +0.06 .39 99.43 56.50 Welltower WELL 3.5 cc 69.53 +1.75 .61
5.81 0.90 RLX Tech RLX ... 8 1.88 +0.12 ... 679.62 337.00 ServiceNow NOW ... cc 407.21 +7.83 ... 119.30 78.86 TD Synnex SNX 1.2 18 103.07 +1.89 .30 20.14 14.21 USA Compression USAC11.4 dd 18.41 +0.05 .525 147.05 99.00 WescoIntl WCC ... 9 127.80 +0.95 ...
12.91 3.82 RPC RES .9 14 9.14 –0.51 .02 97.25 68.55 ServisFirst SFBS 1.2 18 76.58 +1.33 .23 165.81 104.76 TE Connectivity TEL 1.8 17 127.99 +1.60 .56 33.00 21.38 US Cellular USM ... 22 21.42 –0.77 ... 102.96 69.51 WestFraserTimber WFG 1.5 4 82.66 +1.15 .30
104.00 74.56 RPM RPM 1.6 26 103.71 +3.11 .42 23.04 17.94 Tegna TGNA 1.9 8 19.65 –0.24 .095 39.73 25.49 US Foods USFD ... 42 35.92 +1.95 ... 475.00 206.19 WestPharmSvcs WST .3 27 226.65 +1.65 .19
81.83 37.72 ShakeShack SHAK ... dd 49.29 –0.51 ...
14.37 7.28 RPTRealty RPT 4.6 cc 11.24 +0.21 .13 27.50 18.85 Telus TU 4.7 19 21.76 –0.05.2557 10.51 9.79 USHG Acqn A HUGS ... 42 10.02 +0.07 ... 124.93 54.86 WestAllianceBcp WAL 2.1 7 70.08 +2.03 .36
6.04 0.52 Shapeways SHPW ... dd .56 –0.03 ...
25.50 14.75 RXO RXO ... ... 19.05 –0.11 ... 35.70 18.68 TelusIntl TIXT ... 30 20.35 +0.88 ... 23.70 7.00 WstAstMtgCap WMC18.3 dd 8.74 +0.54 .40
31.60 23.64 ShawComm B SJR 3.3 20 27.45 +0.21.0767 131.50 73.30 US PhysTherapy USPH 1.9 28 85.06 –0.95 .41
24.84 17.97 RadianGroup RDN 4.1 4 19.32 +0.20 .20 50.36 26.01 Ternium TX 8.7 2 31.21 +0.58 .90 29.50 18.95 WesternMidstrm WES 7.4 10 26.99 –0.67 .50
61.68 41.23 Shell SHEL 3.5 5 56.82 +0.88 .50 21.54 8.72 US Silica SLCA ... 37 12.69 –0.53 ...
6.47 1.60 Rafael RFL ... dd 1.96 ... ... 114.38 71.63 TFI Intl TFII 1.3 12 106.19 +1.39 .35 20.40 12.27 WesternUnion WU 6.6 7 14.29 +0.40 .235
354.15 195.24 SherwinWilliams SHW 1.0 34 249.52 +9.48 .60 8.43 1.87 US Xpress USX ... dd 2.46 +0.42 ...
135.99 82.23 RalphLauren RL 2.7 15 109.47 +6.60 .75 15.61 10.71 TIM TIMB 3.7 15 12.14 +0.26.1535 141.19 81.29 Westlake WLK 1.3 5 106.40 +1.97 .357
66.86 29.39 Shift4Paymts FOUR ... cc 44.21 –4.36 ... 7.16 2.84 UWM UWMC 9.4 8 4.24 +0.15 .10
37.44 16.71 RangeResources RRC 1.1 6 29.62 +1.42 .08 81.17 53.69 TJX TJX 1.5 28 81.03 +2.87 .295 54.78 30.08 WestRock WRK 2.9 10 37.51 +1.00 .275
34.92 22.98 ShinhanFin SHG 5.9 4 27.69 +0.61.1552 45.90 19.90 Uber UBER ... dd 28.50 –0.46 ...
11.87 8.40 RangerEnergySvcs RNGR ... 9 11.22 +0.32 ... 10.01 9.68 TLGAcqnOneA TLGA ... 43 10.00 +0.02 ... 20.00 9.55 Westwood WHG 5.6 65 10.71 +0.04 .15
166.13 23.63 Shopify SHOP ... dd 36.79 +0.20 ... 350.63 218.15 Ubiquiti UI .8 53 294.08 –3.55 .60
40.97 2.90 Ranpak PACK ... dd 5.64 +0.37 ... 10.00 9.70 TPGPaceBenII YTPG ... dd 9.83 –0.01 ... 9.83 1.94 WeWork WE ... dd 2.85 +0.14 ...
10.26 9.80 ShoulderUpTechA SUAC ... cc 10.11 +0.06 ... 51.15 10.40 UiPath PATH ... dd 12.42 –0.08 ...
126.00 84.86 RaymondJames RJF 1.1 17 119.56 –2.03 .34 13.38 6.31 TPG RE Fin TRTX13.2 dd 7.26 +0.25 .24 43.04 27.37 Weyerhaeuser WY 2.2 11 32.31 +0.04 .18
8.00 2.44 RayonierAdvMatls RYAM ... dd 7.75 +0.10 ... 116.70 44.61 Shutterstock SSTK 1.8 23 52.71 +0.19 .24 3.21 2.13 UltraparPart UGP 5.0 11 2.50 +0.05.0613 51.91 28.62 WheatonPrecMet WPM 1.6 22 38.46 +1.45 .15
20.64 8.00 Sibanye-Stillwater SBSW 6.4 5 10.31 –0.05.3246 10.02 9.66 TailwindIntlA TWNI ... 46 10.01 +0.02 ... 24.91 6.38 UnderArmour A UAA ... 14 9.67 +0.14 ...
45.87 29.51 Rayonier RYN 3.2 64 36.17 +0.66 .285 145.00 59.43 TaiwanSemi TSM 1.7 14 81.40 –0.87.3392 5.04 0.99 WheelsUp UP ... dd 1.29 –0.10 ...
107.00 48.31 SignetJewelers SIG 1.2 9 64.42 +1.74 .20 21.21 5.74 UnderArmour C UA ... 13 8.48 +0.19 ...
106.02 79.00 RaytheonTech RTX 2.3 33 97.47 +2.11 .55 15.36 12.28 TakedaPharm TAK 4.3 27 14.58 +0.48.3012 245.44 124.43 Whirlpool WHR 4.7 24 148.77 +1.35 1.75
16.56 9.69 ReadyCapital RC 12.7 6 13.18 +0.11 .42 29.88 10.70 SignifyHealth SGFY ... dd 28.71 +0.16 ... 24.73 6.33 Unifi UFI ... dd 9.29 +1.06 ... 1420.46 978.51 WhiteMtnIns WTM .1 dd 1401.77 +42.87 1.00
53.80 38.59 SilganHoldings SLGN 1.2 15 53.11 +2.32 .16 25.49 8.57 TalosEnergy TALO ... 4 20.35 +0.28 ... 214.66 154.72 Unifirst UNF .6 35 192.06 +0.51 .31
75.40 55.50 RealtyIncome O ... 61 64.85 +0.15 ... 21.21 13.26 Tanger SKT 4.5 27 19.52 +0.03 .22 13.66 8.15 WhitestoneREIT WSR 5.1 26 9.41 +0.01 .04
9.63 2.11 Redwire RDW ... ... 2.25 –0.13 ... 49.91 19.00 SilverBowRscs SBOW ... 2 35.69 +1.69 ... 54.36 42.44 Unilever UL 3.7 19 49.66 +1.45.4211 22.94 9.78 WideOpenWest WOW ... 4 10.78 –0.14 ...
232.00 23.20 SilvergateCapital SI ... 8 29.14 +4.24 ... 44.35 26.39 Tapestry TPR 3.2 12 37.07 +2.08 .30 278.94 183.70 UnionPacific UNP 2.4 19 213.33 +2.75 1.30
14.04 5.52 RedwoodTrust RWT 12.0 dd 7.69 +0.20 .23 81.50 47.57 TargaResources TRGP 1.9 71 73.31 +0.98 .35 58.20 36.57 Wiley A WLY 2.9 23 47.52 +0.76.3475
176.91 108.28 RegalRexnord RRX 1.1 23 129.82 +0.06 .35 18.64 4.37 Similarweb SMWB ... dd 4.67 –0.18 ... 23.10 4.22 Unisys UIS ... dd 4.27 –0.13 ... 58.65 37.89 Wiley B WLYB 2.9 23 47.60 +0.92.3475
10.24 9.68 SimonPropA SPGS ... 35 10.06 +0.03 ... 254.87 137.16 Target TGT 2.6 22 163.38 +0.50 1.08 12.68 5.36 UnitedMicro UMC ... 6 7.32 –0.11 ...
61.73 27.42 RegionalMgmt RM 4.1 4 29.34 +0.26 .30 54.57 27.50 TaroPharm TARO ... 17 29.39 +1.72 ... 37.97 24.86 Williams WMB 5.0 21 33.90 +0.50 .425
25.57 18.01 RegionsFin RF 3.5 11 22.87 +0.38 .20 165.83 86.02 SimonProperty SPG 6.0 20 120.70 +2.80 1.80 57.89 32.90 UnitedNatFoods UNFI ... 11 46.18 –0.62 ... 10.23 9.85 WilliamsRowland WRAC ... dd 10.21 ... ...
141.26 75.25 SimpsonMfg SSD 1.1 12 93.04 +1.13 .26 35.08 22.92 TataMotors TTM ... dd 26.39 +0.70 ... 233.72 154.87 UPS B UPS 3.3 14 182.52 +3.55 1.52
2.89 0.50 Regis RGS ... dd 1.37 –0.07 ... 35.51 20.05 TaylorMorrison TMHC ... 3 29.35 +1.75 ... 209.76 101.58 Williams-Sonoma WSM 2.5 7 122.42 +0.05 .78
148.75 94.32 ReinsGrp RGA 2.2 17 142.86 +4.03 .80 8.66 4.07 SiriusPoint SPNT ... dd 6.33 +0.12 ... 368.90 230.54 UnitedRentals URI ... 13 359.03 +13.33 ... 78.88 43.05 Winnebago WGO 1.8 5 59.09 +1.89 .27
253.80 97.36 SiteOneLandscape SITE ... 21 123.43 +3.21 ... 3.07 0.52 Team TISI ... dd .71 +0.01 ... 63.57 38.39 US Bancorp USB 4.3 11 44.26 +0.88 .48
215.10 145.79 RelianceSteel RS 1.7 7 211.75 +5.80 .875 12.42 5.48 TechnipFMC FTI ... dd 12.10 +0.14 ... 9.86 4.38 Wipro WIT 1.4 19 5.00 +0.09.0585
187.89 124.18 RenaissanceRe RNR .8 dd 186.56 +4.77 .37 32.85 17.04 SitioRoyalties STR 9.2 22 31.10 +0.56 .72 39.25 16.41 US Steel X .8 2 25.85 +2.28 .05 6.65 4.60 WisdomTree WT 2.3 11 5.22 +0.15 .03
47.24 16.83 SixFlags SIX ... 20 22.60 +0.27 ... 45.90 24.72 TeckRscsB TECK 1.1 5 33.96 +1.12.0939 558.10 438.21 UnitedHealth UNH 1.2 26 537.62 +7.62 1.65
8.43 3.46 ReneSola SOL ... dd 4.75 –0.25 ... 34.08 16.05 Tecnoglass TGLS 1.0 12 29.28 –0.69 .075 129.09 58.07 Wolfspeed WOLF ... dd 90.03 –1.01 ...
33.59 9.69 Renren RENN ... dd 32.81 –0.10 ... 49.89 31.28 SkechersUSA SKX ... 9 40.10 +0.26 ... 186.60 21.22 UnitySoftware U ... dd 35.69 +1.01 ... 33.41 10.39 WolverineWwide WWW 3.6 6 11.24 –0.08 .10
13.39 4.10 SkeenaRscs SKE ... dd 5.55 +0.01 ... 4.57 2.54 Teekay TK ... 22 4.46 +0.01 ... 34.00 21.49 Univar UNVR ... 8 31.00 +2.46 ...
41.96 25.35 RentokilInit RTO 1.1 34 32.98 +1.09.2664 26.79 14.97 WoodsideEnergy WDS 8.2 8 25.67 +0.60 1.09
12.00 1.46 Skillsoft SKIL ... dd 1.93 +0.01 ... 35.44 9.89 TeekayTankers TNK ... 27 33.29 –1.57 ... 64.13 43.64 Universal UVV 5.5 16 57.22 +1.14 .79
149.17 113.57 RepublicSvcs RSG 1.4 30 136.88 +2.99 .495 39.71 22.18 WooriFin WF 6.5 3 27.95 +1.53 .345
10.17 0.83 Skillz SKLZ ... dd .96 –0.02 ... 19.69 14.31 TejonRanch TRC ... 30 19.25 +0.51 ... 61.32 40.92 UniversalHealth UHT 5.5 7 51.94 +1.03 .71
28.00 14.95 ResideoTech REZI ... 8 16.15 –0.01 ... 144.85 59.43 Workiva WK ... dd 77.51 +3.03 ...
85.92 43.04 SkylineChamp SKY ... 7 50.66 +1.32 ... 119.98 23.08 TeladocHealth TDOC ... dd 27.60 –1.19 ... 158.28 82.50 UniversalHealthB UHS .6 14 132.73 +4.06 .20
268.77 189.40 ResMed RMD .8 43 229.92 +5.52 .44 29.28 19.29 WorldFuelSvcs INT 2.0 16 28.21 +0.16 .14
11.94 2.19 SmartRent SMRT ... dd 2.49 –0.21 ... 6.59 3.72 TelecomArgentina TEO 28.5 dd 4.36 +0.32.3139 19.64 8.39 UnivInsurance UVE 5.9 dd 10.82 +0.26 .13
21.22 11.00 ResoluteForest RFP ... 4 21.18 –0.01 ... 10.20 9.76 WorldQuantumA WQGA ... 23 10.15 +0.05 ...
80.89 25.09 Smartsheet SMAR ... dd 28.87 +0.50 ... 493.97 325.00 TeledyneTech TDY ... 28 420.17 +13.08 ... 11.45 5.27 UnvlTechInst UTI ... 13 7.28 –0.14 ...
68.54 46.68 RestaurantBrands QSR 3.2 22 66.51 –0.23 .54 80.98 46.91 WW Ent WWE .6 31 80.71 +2.33 .12
81.39 20.17 Revolve RVLV ... 24 25.33 –0.59 ... 86.74 46.58 SmithAO AOS 1.9 20 61.86 +0.58 .30 356.72 182.65 Teleflex TFX .6 26 225.54 +8.14 .34 46.64 22.25 UnumGroup UNM 3.2 7 41.50 +0.66 .33 62.83 38.01 WorthingtonInds WOR 2.2 9 56.67 +0.97 .31
37.81 26.05 RexAmerRes REX ... 11 32.44 –0.19 ... 36.68 21.78 Smith&Nephew SNN 2.7 24 26.78 +1.05 .288 11.78 6.98 TelefonicaBras VIV 8.2 12 7.26 +0.04.0296 2.79 0.34 UpHealth UPH ... dd .36 –0.01 ... 93.86 58.82 WyndhamHtls WH 1.7 19 73.31 +0.03 .32
84.68 48.74 RexfordIndlRealty REXR 2.3 60 55.79 +0.13 .315 152.16 119.82 Smucker SJM 2.7 28 151.26 +5.12 1.02 5.39 3.10 Telefonica TEF 3.0 cc 3.79 +0.11.1553 19.96 12.91 UrbanEdgeProp UE 4.2 24 15.36 +0.24 .16
10.52 9.71 RiceAcqnII A RONI ... 18 9.99 +0.01 ... 54.89 7.33 Snap SNAP ... dd 10.18 –0.34 ... 33.21 25.09 TelekmIndonesia TLK 3.0 16 25.55 –0.231.0389 19.97 14.76 UrstadtBiddle UBP 4.5 30 19.10 +0.17.2145 XYZ
10.46 9.75 RigelResourceA RRAC ... 16 10.19 +0.02 ... 243.92 190.08 SnapOn SNA 2.7 15 242.78 +6.40 1.62 21.47 9.81 Telephone&Data TDS 7.0 25 10.30 –0.10 .18 21.64 15.07 UrstadtProp A UBA 5.0 30 19.08 +0.08.2375
230.37 28.00 RingCentral RNG ... dd 35.60 –0.61 ... 378.11 110.27 Snowflake SNOW ... dd 144.72 –1.48 ... 48.97 20.03 TempurSealy TPX 1.3 11 31.46 +0.22 .10 103.26 48.61 UsanaHealth USNA ... 13 52.92 –0.01 ... 4.34 1.62 XFinancial XYF ... 1 2.04 –0.27 ...
84.69 50.92 RioTinto RIO 10.4 6 65.73 +0.54 2.67 10.03 9.68 SocialLvgI A SLAC ... 74 10.02 ... ... 10.27 9.87 10XCapIII A VCXB ... cc 10.22 +0.02 ... 11.99 3.31 UserTesting USER ... dd 7.40 –0.05 ... 48.13 24.75 XPO Logistics XPO ... 5 37.65 +0.50 ...
10.37 3.43 Riskified RSKD ... dd 4.86 –0.23 ... 115.76 46.13 SOQUIMICH SQM 6.0 9 92.62 +2.391.2019 35.05 19.40 Tenaris TS .0 9 33.83 –0.13 .56 19.98 12.06 UtzBrands UTZ 1.2 dd 18.33 +0.59 .054 20.36 13.18 XeniaHotels XHR .0 dd 15.18 +0.04 .10
72.73 48.65 RitchieBros RBA 2.0 20 54.43 –0.48 .27 14.61 6.11 SolarisOilfield SOI 3.8 21 10.93 –0.54 .105 7.66 2.95 TencentMusic TME ... 20 5.78 +0.20 ... 1.23 0.30 XinyuanRealEst XIN ... dd .38 –0.10 ...
15.62 3.84 RiteAid RAD ... dd 5.43 –0.20 ... 15.14 7.51 SolarWinds SWI ... dd 8.55 –0.01 ... 92.65 36.69 TenetHealthcare THC ... 9 46.05 +0.94 ... V 56.45 6.18 XPeng XPEV ... dd 7.07 –0.69 ...
11.75 6.86 RithmCapital RITM 11.1 5 9.01 +0.31 .25 18.34 3.50 SoloBrands DTC ... dd 4.23 –0.08 ... 85.33 54.90 Tennant TNC 1.7 23 63.23 –0.70 .265 26.00 10.04 Xperi XPER ... ... 10.35 –0.24 ...
125.77 65.40 RobertHalf RHI 2.2 13 77.81 +2.31 .43 12.24 0.86 Sonendo SONX ... dd 2.37 +0.04 ... 52.53 28.65 Teradata TDC ... 50 33.42 +1.59 ... 78.17 26.46 VF VFC 5.9 32 34.34 +1.26 .51 26.90 11.20 XponentialFit XPOF ... dd 21.87 +0.40 ...
137.71 21.65 Roblox RBLX ... dd 31.76 +0.04 ... 59.19 34.17 SonicAutomotive SAH 2.2 6 50.80 –0.78 .28 47.49 26.64 Terex TEX 1.1 12 45.76 +1.07 .13 10.69 1.25 ViaOptronics VIAO ... dd 1.75 +0.18 ... 125.38 72.08 Xylem XYL 1.1 64 113.50 +0.87 .30
16.65 5.97 RocketCos. RKT .0 9 7.73 +0.23 1.01 36.47 12.88 SonidaSrLiving SNDA ... dd 12.88 –1.32 ... 12.69 1.69 TerranOrbital LLAP ... dd 2.70 +0.03 ... 35.69 26.23 VICI Prop VICI 4.7 31 33.36 +1.06 .39 98.58 27.86 Yeti YETI ... 19 40.85 –1.31 ...
10.07 9.66 RocketInternetA RKTA ... 38 10.01 +0.01 ... 67.06 51.52 SonocoProducts SON 3.2 14 61.25 +1.30 .49 86.00 50.36 TerrenoRealty TRNO 2.7 26 58.63 +0.24 .40 20.98 6.47 Vizio VZIO ... dd 10.52 –0.04 ... 8.59 2.82 YPF YPF ... 2 8.22 +0.86 ...
6.87 0.24 RockleyPhotonics RKLY ... dd .24 –0.05 ... 133.75 61.72 Sony SONY .5 14 82.89 +2.50.2672 5.82 2.32 TetraTech TTI ... 58 3.68 –0.12 ... 10.06 4.25 VOC Energy VOC 12.9 9 9.87 +0.92 .365 7.94 3.00 Yalla YALA ... 8 3.58 –0.25 ...
354.99 190.08 Rockwell ROK 1.8 33 264.86 +0.12 1.18 35.32 23.14 SoJerseyInd SJI 3.5 27 35.10 +0.40 .31 11.34 6.78 TevaPharm TEVA ... dd 8.87 +0.15 ... 16.43 2.66 VTEX VTEX ... dd 4.00 +0.25 ... 6.40 3.70 YamanaGold AUY 2.3 20 5.31 +0.27 .03
64.55 36.23 RogersComm B RCI 3.3 19 45.59 +1.01.3709 80.57 60.71 Southern SO 4.1 21 66.91 +1.34 .68 2739.00 946.29 TexasPacLand TPL .5 47 2603.23 –100.66 3.00 48.75 29.55 V2X VVX ... 35 40.79 –2.05 ... 3.07 0.39 YatsenHolding YSG ... dd 1.20 +0.01 ...
274.51 98.45 Rogers ROG ... 28 106.51 +6.00 ... 79.32 42.42 SoCopper SCCO 6.0 18 58.79 +0.77 .50 41.89 25.47 Textainer TGH 3.3 5 30.49 +0.47 .25 8.77 2.82 VaalcoEnergy EGY 2.5 5 5.24 –0.13.0325 39.27 26.28 Yelp YELP ... 56 29.64 +0.06 ...
43.06 28.51 Rollins ROL 1.3 57 39.99 –2.47 .13 10.41 9.76 SouthportAcqnA PORT ... 17 10.04 –0.01 ... 79.45 57.11 Textron TXT .1 18 71.48 +1.41 .02 348.42 201.91 VailResorts MTN 2.9 31 265.72 +22.36 1.91 10.97 4.00 Yext YEXT ... dd 5.41 +0.18 ...
494.32 356.22 RoperTech ROP .6 41 436.38 +3.37.6825 50.10 30.20 SouthwestAir LUV ... 31 39.22 +1.11 ... 672.34 475.77 ThermoFisher TMO .2 31 551.25 +16.01 .30 70.17 29.46 Valaris VAL ... 27 64.10 –2.83 ... 3.59 0.67 YirenDigital YRD ... ... 1.17 –0.40 ...
10.11 9.66 RossAcqnIIA ROSS ... 34 10.04 +0.01 ... 95.62 62.60 SouthwestGas SWX 3.5 29 70.01 +3.21 .62 20.64 13.26 Thermon THR ... 18 20.52 +0.62 ... 21.29 11.72 Vale VALE19.0 4 15.12 +0.05.2959 16.91 3.03 Youdao DAO ... dd 3.71 +0.03 ...
119.41 83.63 RoyalBkCanada RY 3.7 12 100.90 +1.77.9723 9.87 3.81 SouthwesternEner SWN ... 5 7.16 +0.52 ... 122.76 91.55 ThomsonReuters TRI 1.5 60 115.93 +2.38 .445 9.59 2.71 ValensSemicon VLN ... dd 4.25 +0.37 ... 139.85 103.97 YumBrands YUM 1.8 33 126.53 +1.92 .57
90.55 31.09 RoyalCaribbean RCL ... dd 59.68 +0.99 ... 104.38 38.93 SpectrumBrands SPB 3.4 27 49.80 +2.06 .42 110.99 66.26 ThorIndustries THO 2.1 4 86.50 +3.01 .45 146.81 65.13 ValeroEnergy VLO 2.8 6 138.40 +0.78 .98 55.18 33.55 YumChina YUMC .9 25 50.57 –2.24 .12
10.50 1.06 RubiconTech RBT ... dd 2.40 +0.21 ... 4.87 0.96 SpireGlobal SPIR ... dd 1.37 +0.04 ... 24.15 7.61 3D Systems DDD ... dd 9.74 –0.04 ... 54.06 20.83 Valhi VHI 1.3 5 24.80 +0.82 .08 91.23 22.34 ZimIntShipping ZIM 107.3 1 25.67 +0.89 2.95
18.90 3.34 RushStreetInt RSI ... dd 3.47 –0.20 ... 79.24 59.60 Spire SR 3.9 19 74.67 +3.81 .72 181.78 107.07 3M MMM 4.6 11 129.04 +2.28 1.49 341.22 203.31 ValmontInds VMI .6 31 340.44 +12.05 .55 32.67 16.27 ZTO Express ZTO .0 19 22.99 +1.09 .25
46.40 32.13 RyanSpecialty RYAN ... 85 39.33 +1.82 ... 53.31 21.14 SpiritAeroSys SPR .2 dd 26.00 +0.76 .01 36.50 9.75 Tidewater TDW ... dd 30.24 –0.08 ... 37.97 24.40 Valvoline VVV 1.5 14 32.80 +0.25 .125 7.80 1.05 ZeppHealth ZEPP .0 dd 1.23 –0.09 .08
97.26 61.71 RyderSystem R 2.6 6 96.05 +5.89 .62 28.30 15.92 SpiritAirlines SAVE ... dd 21.72 +0.05 ... 16.95 6.65 Tilly's TLYS .0 8 9.60 +0.37 1.00 24.23 0.46 Vapotherm VAPO ... dd .74 +0.20 ... 13.46 4.09 ZetaGlobal ZETA ... dd 8.53 +0.21 ...
44.09 17.90 RyersonHolding RYI 2.2 2 29.52 +1.46 .16 49.94 34.31 SpiritRealtyCap SRC 6.4 22 41.65 +0.48 .663 75.80 50.85 Timken TKR 1.7 15 75.07 +1.94 .31 13.38 8.64 VectorGroup VGR 7.3 11 10.89 –0.21 .20 10.39 1.86 ZeviaPBC ZVIA ... dd 3.86 +0.38 ...
101.19 70.47 RymanHospitality RHP .4 80 90.73 +0.18 .10 253.05 69.29 Spotify SPOT ... dd 78.73 +1.74 ... 26.23 12.67 TimkenSteel TMST ... 7 18.80 –0.13 ... 297.93 151.02 VeevaSystems VEEV ... 77 185.66 +1.58 ... 8.08 0.89 Zhihu ZH ... dd 1.00 –0.25 ...
10.41 9.65 SpreeAcqn1 A SHAP ... dd 10.14 ... ... 19.81 6.69 TItanIntl TWI ... 6 15.00 +0.23 ... 11.42 1.28 Velo3D VLD ... dd 2.08 –0.32 ... 135.05 100.39 ZimmerBiomet ZBH .8 90 119.21 +5.12 .24
S 16.48 7.73 Sprinklr CXM ... dd 8.48 +0.29 ... 44.34 11.91 Toast TOST ... dd 18.82 +0.62 ... 14.00 8.15 VelocityFinl VEL ... 11 10.15 +0.22 ... 30.49 13.78 ZipRecruiter ZIP ... 33 17.20 +0.69 ...
57.00 29.76 Sprott SII 2.7 47 36.80 +0.20 .25 75.61 39.53 Toll Bros TOL 1.7 6 46.82 +1.30 .20 2.91 0.60 VenatorMaterials VNTR ... 1 .71 +0.02 ... 249.27 124.15 Zoetis ZTS .9 34 150.10 +4.46 .325
141.69 78.22 SAP SAP 1.4 37 110.65 +1.86 2.66 4.75 0.69 SprucePower SPRU ... dd .88 –0.07 ... 44.64 30.50 TootsieRoll TR .8 43 43.98 +0.51 .09 64.02 35.33 Ventas VTR 4.0 dd 45.49 +1.42 .45 20.43 6.14 Zuora ZUO ... dd 7.58 –0.10 ...
484.21 279.32 S&P Global SPGI .9 30 357.91 +12.04 .85 37.49 14.43 Squarespace SQSP ... dd 20.61 +0.48 ... 284.07 140.66 TopBuild BLD ... 10 150.45 +2.36 ... 19.60 10.22 VerisResidential VRE ... dd 15.92 +1.13 ... 37.77 21.39 ZurnElkayWater ZWS 1.1 58 24.87 +1.03 .07
9.98 8.74 SDCLEDGEAcqn SEDA ... 22 9.98 +0.02 ... 62.21 31.11 St.Joe JOE 1.1 29 36.91 –1.09 .10 29.10 16.80 TopgolfCallaway MODG ... 20 20.42 –0.01 ... 161.10 85.57 Veritiv VRTV 1.9 6 129.53 –0.22 .63 21.44 4.11 Zymeworks ZYME ... dd 7.84 +0.08 ...
D ATA NASDAQ ISSUES - NEW HIGHS - NEW LOWS B A R R ON S .C OM / D ATA

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
11.87 0.50 AppliedTherap APLT ... dd .90 +0.05 ... 61.50 12.08 BicycleTherap BCYC ... dd 28.02 +0.39 ... 12.54 4.09 CECO Env CECO ... 41 12.15 +1.09 ...
Five-Day Nasdaq Composite 99.29

4.70
3.76
2.35
13.00
0.33
0.20
0.50
Applovin
ApreaTherap
Aptinyx
Aptorum
APP
APRE
APTX
APM
...
...
...
...
dd
dd
dd
dd
14.02
.39
.28
.54
+0.07 ...
+0.01 ...
–0.03 ...
–0.09 ...
26.39
49.31
69.88
522.96
10.23
7.81
8.23
272.01
Big5SportingGds
BigCommerce
Bilibili
Bio-Techne
BGFV 7.8
BIGC ...
BILI ...
TECH .4
dd
dd
47
6 12.84
8.22
12.33
338.97
–0.04 .25
+0.05 ...
–2.39 ...
+10.36 .08
8.95
9.57
5.32
13.83
3.80
2.00
0.95
2.89
CellebriteDI
Cellectis
CelyadOncology
CentessaPharm
CLBT ...
CLLS ...
CYAD ...
CNTA ...
dd
dd
dd
5 4.64
2.35
1.07
4.05
+0.01 ...
+0.11 ...
+0.02 ...
+0.54 ...
10.53 9.80 APxAcqnI A APXI ... 18 10.22 +0.01 ... 26.05 2.01 BioAtla BCAB ... dd 9.93 +1.47 ... 7.37 0.68 Centogene CNTG ... dd .76 +0.03 ...
Mixed Blessings: The Nasdaq squeezed out a 0.7% Thanksgiving-week 15.72 1.31 ApyxMedical APYX ... dd 1.81 +0.35 ... 16.00 9.27 BioceresCrop BIOX ... dd 14.04 +0.77 ... 53.40 35.61 CentralGarden CENT ... 14 40.27 –4.07 ...
6.40 0.62 AquestiveTherap AQST ... dd .92 –0.07 ... 19.99 7.61 BioCryst BCRX ... dd 12.28 –0.15 ... 48.67 33.69 CentralGardenA CENTA ... 14 38.04 –3.77 ...
gain. Apple fell over unrest at Foxconn’s iPhone plant. Activision Blizzard 3.49 0.58 Aravive ARAV ... dd 1.32 –0.02 ... 7.20 0.96 Biodesix BDSX ... dd 1.46 +0.06 ... 30.36 5.27 CenturyAluminum CENX ... 5 8.44 –0.04 ...
10.61 9.84 ArborRaphaCapBioI ARCK ... dd 10.27 ... ... 307.53 187.16 Biogen BIIB ... 16 305.15 +2.26 ... 19.87 7.32 CenturyTherap IPSC ... dd 10.53 –0.41 ...
dove on a report that the FTC will sue to block its sale to Microsoft. 6.50 1.85 ArbutusBiopharma ABUS ... dd 2.67 –0.18 ... 99.74 70.73 BioMarinPharm BMRN ... cc 96.92 +8.61 ... 2.87 1.53 Ceragon CRNT ... dd 1.89 +0.08 ...
125.00 65.16 ArcBest ARCB .6 6 81.22 –0.98 .12 14.20 2.84 BiomeaFusion BMEA ... dd 7.36 ... ... 84.90 14.09 Cerence CRNC ... dd 16.26 –0.63 ...
26.91 6.04 Arcellx ACLX ... dd 21.64 +0.36 ... 22.00 5.30 Bionomics BNOX ... dd 7.15 –0.09 ... 29.99 10.60 Certara CERT ... dd 15.88 +0.81 ...
Monday Tuesday Wednesday Thursday Friday 59.14 40.24 ArchCapital ACGL ... 19 58.73 +1.06 ... 374.58 117.08 BioNTech BNTX .0 3 154.85 –11.541.5342 7.20 3.25 Cerus CERS ... dd 3.86 –0.06 ...
10.39 0.38 Arcimoto FUV ... dd .46 +0.07 ... 10.18 9.78 BioPlusAcqnA BIOS ... cc 10.16 –0.02 ... 10.19 9.81 ChainBridgeIA CBRG ... 22 10.18 +0.01 ...
11,320 23.18 7.85 ArcoPlatform ARCE ... dd 8.58 +0.59 ... 3.78 0.22 BioraTherap BIOR ... dd .24 –0.02 ... 33.13 16.64 ChampionX CHX 1.0 49 30.60 –0.81 .075
48.75 11.70 ArcturusTherap ARCT ... dd 16.48 –0.30 ... 10.53 2.00 Biote BTMD ... 15 4.11 +0.28 ... 8.46 1.54 ChargeEnt CRGE ... dd 2.28 –0.09 ...
27.40 13.59 ArcutisBiotherap ARQT ... dd 17.97 –0.75 ... 15.57 1.65 Bioventus BVS ... dd 2.45 +0.55 ... 693.09 297.66 CharterComms CHTR ... 12 390.11 +15.73 ...
H 2.19 0.49 Ardelyx ARDX ... dd 1.84 –0.24 ... 8.24 0.55 Bitfarms BITF ... dd .61 –0.04 ... 149.62 107.54 CheckPoint CHKP ... 22 132.41 +3.12 ...
10.81 9.55 ArenaFortifyA AFAC ... 16 10.24 ... ... 6.75 1.18 BlackDiamond BDTX ... dd 2.18 +0.02 ... 44.65 26.05 Cheesecake CAKE 2.9 39 36.88 +0.36 .27
O 11,225 23.00
403.77
16.53
249.50
AresCapital
arGEN-X
ARCC
ARGX
9.7
...
12
dd
19.76
373.83
+0.49 .03
+9.85 ...
83.98
113.39
43.54
48.73
Blackbaud
BlackLine
BLKB ...
BL ...
dd
dd
58.63
63.08
+1.25 ...
+2.56 ...
42.16
48.75
26.28
40.74
ChefsWarehouse
ChemungFinl
CHEF ...
CHMG 2.6
44
8
37.86
47.71
+1.24 ...
+0.72 .31
(Previous Friday Close)

L 18.84
10.55
0.78
9.82
ArgoBlockchain
ArgusCapitalA
ARBK
ARGU
...
...
dd
10 10.23
.81 –0.01 ...
+0.02 ...
4.38
14.52
3.31
10.65
BlackRockCapInvt
BlkRkTCPCap
BKCC10.4
TCPC 9.5
19
11
3.84
13.54
+0.02 .10
+0.19 .32
10.23
107.31
9.98
56.75
ChengheAcqnA
ChesapeakeEner
CHEA ...
CHK 2.0
cc
5
10.22
102.94
+0.01 ...
+4.08 2.61
14.95 4.23 Arhaus ARHS ... 13 9.19 +0.64 ... 10.01 9.61 bleuacaciaA BLEU ... cc 9.97 ... ... 20.29 13.87 ChicagoAtlRealEst REFI 11.8 10 15.90 +0.40 .47
I 11,130 10.00
0.21
9.70
0.01
AriszAcqnA
AriszAcqnRt
ARIZ
ARIZR
...
...
dd
...
9.99
.07
... ...
–0.07 ...
0.25
10.58
0.04
4.09
bleuacaciaRt
BlockchainCoinIA
BLEUR ...
BCSA ...
...
53
.09
10.18
+0.01 ...
+0.03 ...
15.89
95.49
4.35
29.20
ChickenSoupA
Children'sPlace
CSSE ...
PLCE ...
dd
6
6.62
38.79
–0.34 ...
–1.10 ...
D 10.10
10.05
9.34
9.80
ArmadaAcqnI
ArogoCapA
AACI
AOGO
...
...
dd
dd
9.98
10.01
+0.01 ...
+0.03 ...
0.36
25.51
0.04
15.89
BlockchainMoonRt
BloominBrands
BMAQR ...
BLMN 2.5
...
24
.07
22.81
–0.01 ...
–0.58 .14
7.42
1.42
1.27
0.61
Chimerix
ChinaIndex
CMRX ...
CIH ...
1
3
2.20
.80
–0.01 ...
+0.04 ...
24.00 5.45 ArrayTech ARRY ... dd 23.26 +2.86 ... 27.50 15.10 Blucora BCOR ... 43 24.34 +0.46 ... 10.24 3.75 Chindata CD ... 24 6.41 –0.04 ...
A 11,035 9.96 0.32 Arrival ARVL ... dd .36 –0.04 ... 22.74 7.14 BlueBird BLBD ... dd 11.22 –0.48 ... 23.86 11.16 ChinookTherap KDNY ... dd 19.92 –1.40 ...
36.51 28.50 ArrowFinancial AROW 3.1 12 35.39 –0.18 .27 15.47 11.01 BlueFoundryBncp BLFY ... dd 13.04 +0.15 ... 37.76 17.50 ChipMOSTechs IMOS16.2 5 21.55 –0.322.9194
-121.55 +149.90 +110.91 Y -58.96
74.77
10.17
26.81
9.70
ArrowheadPharm
ArtemisStratInvt
ARWR
ARTE
...
...
dd
24
29.50
10.01
–1.22 ...
+0.02 ...
10.45
10.38
9.80
9.84
BlueOceanA
BlueWorldA
BOCN ...
BWAQ ...
19
...
10.15
10.14
+0.01 ...
+0.01 ...
181.34
249.33
93.35
172.75
ChordEnergy
ChurchillDowns
CHRD 3.3
CHDN .3 18
2 151.30
223.65
–3.75 2.42
+1.30 .714
10,940 27.57 4.55 Arteris AIP ... dd 5.37 –0.15 ... 11.70 2.87 bluebirdbio BLUE ... dd 7.59 +0.61 ... 34.64 18.64 Chuy's CHUY ... 25 31.56 –1.50 ...
60.36 41.52 ArtesianRscs A ARTNA 2.0 28 55.77 +0.15.2784 111.78 40.78 BlueprintMed BPMC ... dd 44.89 +2.42 ... 83.14 18.00 Cimpress CMPR ... dd 27.94 +2.13 ...
10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 83.40 34.90 Arvinas ARVN ... dd 40.34 –10.97 ... 10.71 1.25 BoltBiotherap BOLT ... dd 1.33 +0.01 ... 143.22 88.66 CincinnatiFin CINF 2.5 dd 109.83 +2.97 .69
147.97 61.58 AscendisPharma ASND ... dd 115.94 –2.69 ... 2715.66 1616.85 BookingHldgs BKNG ... 33 1984.63 +44.35 ... 43.15 13.00 CinCorPharma CINC ... dd 26.53 +1.14 ...
19.20 10.00 AscentIndustries ACNT ... 4 11.00 ... ... 22.82 10.76 BowmanConsult BWMN ... 68 19.29 +0.52 ... 461.44 343.86 Cintas CTAS 1.0 38 456.27 +6.90 1.15
3.54 0.32 AspenGroup ASPU ... dd .39 –0.01 ... 7.98 2.30 BraggGaming BRAG ... dd 3.15 +0.13 ... 7.99 0.75 CipherMining CIFR ... dd .86 –0.03 ...
52-Week Tick Div 52-Week Tick Div 263.59 173.81 AspenTech AZPN ... ... 243.68 +3.82 ... 9.18 1.90 Brainsway BWAY ... dd 1.96 –0.06 ... 95.84 61.94 CirrusLogic CRUS ... 12 75.11 –1.59 ...
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. 2.45 1.20 AssemblyBiosci ASMB ... dd 1.32 –0.03 ... 82.29 22.54 Braze BRZE ... dd 24.98 +0.35 ... 64.29 38.60 CiscoSystems CSCO 3.1 17 48.40 +0.61 .38
47.48 7.52 AkeroTherap AKRO ... dd 45.84 +1.66 ... 72.96 31.04 AstecIndustries ASTE 1.2 dd 44.29 +1.97 .13 43.14 4.98 BridgeBioPharma BBIO ... dd 8.58 –0.93 ... 97.14 15.48 CitiTrends CTRN ... 4 23.80 +2.65 ...
A 11.32 0.49 AstraSpace ASTR ... dd .51 –0.01 ... 15.50 10.26 BridgfordFoods BRID ... 3 11.29 +0.18 ... 16.49 12.05 CtznCmntyBcp CZWI 1.8 8 14.41 +0.62 .26
13.60 2.32 Akouos AKUS ... dd 13.20 –0.09 ... 21.75 13.65 CitizensHolding CIZN 6.9 9 13.95 –0.05 .24
83.79 47.50 AAON AAON .6 63 78.56 –0.20 .24 16.57 8.02 Akoya AKYA ... dd 12.84 +0.35 ... 71.70 52.65 AstraZeneca AZN 2.1 cc 66.17 +1.10 .465 10.52 5.17 Brightcove BCOV ... dd 5.57 ... ...
28.06 12.24 AcadiaPharm ACAD ... dd 15.11 –0.04 ... 3.33 0.33 AksoHealth AHG ... ... .39 –0.03 ... 12.86 2.36 AstriaTherap ATXS ... dd 9.44 +0.68 ... 62.33 38.38 BrighthouseFin BHF ... 5 55.34 +1.54 ... 103.00 73.40 CityHolding CHCO 2.6 16 100.56 +2.53 .65
35.87 19.68 ACI Worldwide ACIW ... 15 20.90 +0.31 ... 85.73 47.16 Alarm.com ALRM ... 54 48.82 –1.18 ... 14.87 7.46 Astronics ATRO ... dd 8.30 +0.16 ... 19.96 3.60 BrilliantEarthA BRLT ... cc 5.03 –0.16 ... 29.32 7.16 Clarus CLAR 1.3 12 7.67 +0.09 .025
5.41 2.06 AC Immune ACIU ... dd 2.76 –0.17 ... 4.01 0.41 AlaunosTherap TCRT ... dd .93 –0.05 ... 17.98 10.97 AstroNova ALOT ... dd 11.76 –0.04 ... 10.63 9.91 BroadCapital BRACU ... ... 10.18 +0.05 ... 10.01 9.79 CleanEarthA CLIN ... dd 9.98 ... ...
30.53 5.46 ACM Research ACMR ... 13 8.63 –0.48 ... 24.01 6.85 Alector ALEC ... dd 7.75 –0.02 ... 18.61 2.83 AtaraBiotherap ATRA ... dd 4.18 –0.09 ... 10.45 9.82 BroadCapital BRAC ... dd 10.05 ... ... 0.49 0.08 CleanEarthRt CLINR ... ... .13 ... ...
22.27 6.10 ACV Auctions ACVA ... dd 7.83 –0.15 ... 12.50 6.21 AlgomaSteel ASTL 3.0 2 6.67 +0.16 .05 9.79 4.45 AteaPharm AVIR ... 13 4.69 +0.02 ... 0.30 0.02 BroadCapitalRt BRACR ... ... .10 –0.01 ... 8.65 4.02 CleanEnerFuels CLNE ... dd 6.35 –0.20 ...
3.47 1.17 ADMA Biologics ADMA ... dd 3.25 +0.11 ... 43.65 27.50 Alico ALCO 6.2 8 32.46 +0.10 .50 1.85 0.16 Athenex ATNX ... dd .18 –0.01 ... 677.76 415.07 Broadcom AVGO 3.1 23 529.91 +14.75 4.10 134.90 44.15 Clearfield CLFD ... 37 130.82 +12.88 ...
25.47 16.30 Adtran ADTN 1.8 dd 20.29 –0.76 .09 688.60 172.05 AlignTech ALGN ... 30 194.67 +1.11 ... 14.33 2.53 AthiraPharma ATHA ... dd 2.99 –0.23 ... 17.74 11.59 BrooklineBcp BRKL 3.8 10 14.35 +0.21 .135 4.13 1.00 ClearsideBiomed CLSD ... dd 1.18 –0.03 ...
23.28 14.90 AFC Gamma AFCG12.8 8 17.01 +0.05 .56 19.17 6.14 AlignmentHlthcr ALHC ... dd 12.06 +0.16 ... 4.05 2.12 AtlanticAmerican AAME .7 24 2.91 –0.11 .02 87.22 48.42 Bruker BRKR .3 38 68.79 +2.59 .05 0.15 0.06 ClimateRockRt CLRCR ... ... .09 –0.01 ...
16.03 7.30 AGNC Invt AGNC14.4 dd 10.02 +0.89 .12 16.50 0.86 AligosTherap ALGS ... dd .99 –0.02 ... 10.10 9.87 AtlCoastal II A ACAB ... dd 10.09 ... ... 10.55 9.80 BullpenParlayA BPAC ... 23 10.15 +0.01 ... 39.45 24.65 ClimbGlbl CLMB 2.1 13 33.00 –0.50 .17
10.54 9.77 AIBAcqnA AIB ... ... 10.16 +0.03 ... 7.92 3.36 AlimeraSciences ALIM ... dd 3.83 –0.41 ... 42.67 30.26 AtlUnionBkshs AUB 3.4 13 35.43 +1.14 .30 39.33 15.41 Bumble BMBL ... cc 22.05 –1.06 ... 5.57 1.21 CloverHealth CLOV ... dd 1.29 –0.04 ...
10.69 9.47 ALSPOrchidI A ALOR ... dd 10.19 +0.04 ... 29.07 9.23 AlkamiTech ALKT ... dd 11.83 –0.57 ... 39.41 24.42 AtlanticaSust AY 6.3 dd 28.32 +0.31 .445 7.64 1.60 BurgerFiIntl BFI ... dd 1.62 –0.24 ... 3.33 0.23 ClovisOncology CLVS ... dd .35 ... ...
36.24 5.82 AlxOncology ALXO ... dd 10.68 +0.16 ... 32.79 21.24 Alkermes ALKS ... dd 24.20 +0.76 ... 74.63 23.19 Atlanticus ATLC ... 4 27.42 –0.62 ... 15.79 1.70 BurningRockBio BNR ... dd 2.29 –0.06 ... 54.41 35.61 CoastalFinl CCB ... 19 49.00 +1.69 ...
44.66 17.45 AMC Networks AMCX ... 3 20.91 +0.09 ... 86.95 2.54 Allakos ALLK ... dd 7.44 +0.02 ... 101.62 58.70 AtlasAir AAWW ... 8 100.66 +0.02 ... 10.17 9.80 BurTechAcqnA BRKH ... cc 10.17 +0.01 ... 656.11 405.03 CocaColaCon COKE .2 14 479.99 +13.55 .25
60.49 44.06 Amerisafe AMSF 2.2 29 57.55 +1.77 4.00 18.20 0.36 AllarityTherap ALLR ... dd .44 +0.02 ... 13.57 4.71 AtlasTech ATCX ... dd 5.49 –0.31 ... 29.50 20.19 BusFirstBcshs BFST 2.0 11 23.79 +0.38 .12 59.86 41.80 Coca-ColaEuro CCEP 3.2 15 52.75 +1.96 1.11
44.60 23.71 A-MarkPrecMet AMRK 2.3 5 34.29 +2.33 .20 20.34 2.50 Allbirds BIRD ... dd 2.83 –0.09 ... 404.68 113.86 Atlassian TEAM ... dd 124.13 +5.37 ... 14.77 1.12 BuzzFeed BZFD ... dd 1.20 –0.26 ... 11.32 1.38 CodexDNA DNAY ... dd 1.52 –0.09 ...
51.69 22.31 ANI Pham ANIP ... dd 41.66 +2.10 ... 196.67 63.78 AllegiantTravel ALGT ... dd 80.84 +2.53 ... 243.99 8.12 AtlisMotor AMV ... ... 9.73 –0.12 ... 10.59 9.89 byNordicAcqnA BYNO ... dd 10.07 –0.03 ... 39.21 4.81 Codexis CDXS ... dd 5.41 +0.36 ...
413.22 194.23 Ansys ANSS ... 46 246.44 +2.68 ... 38.28 19.20 AllegroMicro ALGM ... 50 30.95 +1.44 ... 17.05 11.02 AtourLifestyle ATAT ... 79 11.64 –1.49 ... C 15.08 0.59 CodiakBioSci CDAK ... dd .74 –0.06 ...
23.58 6.88 AN2 Therap ANTX ... dd 11.02 –2.00 ... 27.63 9.66 AllianceResource ARLP 8.9 7 22.45 +0.61 .50 5.36 1.05 Atreca BCEL ... dd 1.09 –0.05 ... 24.48 18.66 CodorusValleyBncp CVLY 2.5 15 23.55 +0.17 .15
51.95 22.94 APA APA 2.2 4 46.43 +0.09 .25 65.37 47.19 AlliantEnergy LNT 3.0 21 56.45 +1.19.4275 77.00 32.51 AtriCure ATRC ... dd 45.83 –0.25 ... 5.23 1.48 Cadiz CDZI ... dd 2.18 –0.21 ... 21.42 1.98 CoeptisTherap COEP ... 18 2.14 –0.16 ...
22.45 15.38 ARKRestaurants ARKR 2.6 5 19.49 +0.49 .125 43.37 21.14 AlliedMotionTech AMOT .3 38 36.49 +1.20 .025 788.00 542.10 Atrion ATRI 1.4 31 604.41 –1.59 2.15 61.50 43.10 C&F Fin CFFI 3.1 8 53.60 +0.69 .42 18.07 3.79 CogentBio COGT ... dd 11.40 +0.04 ...
7.55 2.80 ARS Pharm SPRY ... dd 6.18 +0.24 ... 19.25 6.43 AllogeneTherap ALLO ... dd 10.77 +0.53 ... 37.11 21.77 AuburnNatlBncp AUBN 4.7 10 22.57 –0.23 .265 26.80 20.49 CB FinSvcs CBFV 4.3 8 22.37 +0.55 .24 79.23 46.75 CogentComm CCOI 6.1 cc 58.66 +0.41 .915
832.68 363.15 ASML ASML 1.0 39 591.84 –1.321.1393 13.23 3.47 Allot ALLT ... dd 3.96 –0.36 ... 36.02 17.94 AudioCodes AUDC 1.8 23 19.51 –0.92 .18 208.71 147.91 CDW CDW 1.3 25 188.20 +2.60 .59 80.30 40.21 Cognex CGNX .6 40 48.94 +1.20 .07
10.48 9.81 A SPAC II ASCB ... ... 10.12 +0.03 ... 20.68 3.17 AlloVir ALVR ... dd 7.34 –0.04 ... 24.83 11.37 AuraBiosciences AURA ... dd 13.80 –0.32 ... 46.80 23.71 CEVA CEVA ... dd 27.43 +0.17 ... 9.35 1.07 CognitionTherap CGTX ... dd 2.48 +1.01 ...
0.13 0.05 A SPAC II Rt ASCBR ... ... .07 +0.01 ... 23.25 13.59 AllscriptsHlthcr MDRX ... 49 18.55 +0.43 ... 10.19 9.83 AuraFatProjectsA AFAR ... ... 10.16 +0.02 ... 10.45 9.80 CFAcqnVII A CFFS ... dd 10.03 –0.03 ... 93.47 51.33 CognizantTech CTSH 1.8 14 60.92 +0.95 .27
14.27 4.84 AST Space ASTS ... dd 6.62 +0.02 ... 236.80 117.58 AlnylamPharm ALNY ... dd 212.72 –4.64 ... 24.45 4.49 AuriniaPharm AUPH ... dd 4.88 +0.12 ... 38.05 4.84 C4 Therap CCCC ... dd 7.93 –1.76 ... 21.47 2.55 CognyteSoftware CGNT ... dd 3.13 ... ...
2.94 0.88 ATA Creativity AACG ... dd 1.72 –0.06 ... 69.99 27.38 Alpha&Omega AOSL ... 2 35.30 –0.91 ... 6.84 0.98 AuroraCannabis ACB ... dd 1.32 –0.03 ... 121.23 86.57 CH Robinson CHRW 2.5 12 98.76 +1.67 .61 75.05 29.90 Coherent COHR ... 95 36.82 +0.35 ...
11.92 2.60 ATAI Life ATAI ... dd 3.09 +0.02 ... 10.18 9.77 AlphaStarAcqn ALSA ... cc 10.17 ... ... 14.25 1.29 AuroraInnov AUR ... dd 1.35 –0.29 ... 10.98 9.80 CIIGCapPtrsII CIIG ... dd 10.06 ... ... 18.94 5.60 CoherusBioSci CHRS ... dd 6.58 –0.16 ...
50.45 32.07 ATN Intl ATNI 1.4 dd 46.98 –1.54 .17 23.50 3.02 AlphaTeknova TKNO ... dd 4.81 +0.07 ... 1.50 0.75 AuroraMobile JG ... dd .88 +0.01 ... 2.85 1.04 CLPS CLPS ... 5 1.17 –0.10 ... 39.86 24.06 Cohu COHU ... 18 35.21 –0.43 ...
14.95 3.06 AveoPharma AVEO ... dd 14.87 +0.02 ... 151.55 83.34 Alphabet A GOOGL ... 20 97.46 +0.03 ... 10.17 9.54 AuroraTechA ATAK ... 48 10.17 +0.03 ... 256.94 166.58 CME Group CME 2.3 24 175.00 +2.50 1.00 331.70 40.61 CoinbaseGlbl COIN ... dd 44.28 –0.98 ...
4.54 0.56 AVROBIO AVRO ... dd .90 +0.10 ... 152.10 83.45 Alphabet C GOOG ... 20 97.60 –0.20 ... 0.25 0.05 AuroraTechRt ATAKR ... ... .06 +0.01 ... 28.50 23.05 CNB FinPA CCNE 2.7 8 26.38 +0.44 .175 22.89 14.04 CollegiumPharm COLL ... dd 21.66 –0.23 ...
9.94 4.17 AXT AXTI ... 13 5.38 +0.07 ... 13.65 5.73 Alphatec ATEC ... dd 9.75 –0.36 ... 285.38 163.20 Autodesk ADSK ... 71 200.66 –9.71 ... 34.79 6.54 CompassPath CMPS ... dd 10.05 +0.09 ... 158.42 84.16 ColliersIntl CIGI .3 69 94.70 +2.79 .15
6.94 1.96 AutolusTherap AUTL ... dd 2.50 +0.24 ... 28.91 10.18 CPI Card PMTS ... 12 24.70 +0.53 ... 18.30 4.27 Collplant CLGN ... dd 4.71 –0.74 ...
24.00 12.54 Abcam ABCM ... cc 15.86 –0.52 ... 14.40 4.82 AlpineImmune ALPN ... dd 6.59 +0.04 ...
15.90 5.42 AbCelleraBio ABCL ... 17 13.52 –0.64 ... 7.25 3.26 AlpineSummit ALPS 6.5 5 5.52 +0.19 .03 264.94 192.26 ADP ADP 1.9 37 263.95 +7.93 1.25 125.80 78.35 CRA Intl CRAI 1.2 21 123.91 +6.31 .36 19.00 12.89 ColonyBankcorp CBAN 3.1 12 13.74 –0.02.1075
381.99 219.85 Abiomed ABMD ... 65 378.08 +0.79 ... 10.40 9.80 AlsetCapAcqnA ACAX ... cc 9.95 +0.01 ... 9.93 1.05 AvadelPharm AVDL ... dd 7.99 –0.04 ... 86.95 42.51 CRISPR Therap CRSP ... dd 54.99 –2.75 ... 37.66 26.97 ColumbiaBanking COLB 3.5 12 33.99 +0.06 .30
11.91 2.02 Absci ABSI ... dd 2.24 –0.02 ... 0.30 0.05 AlsetCapAcqnRt ACAXR ... ... .12 +0.01 ... 10.50 9.83 AvalonAcqn AVAC ... 24 10.11 ... ... 66.58 51.28 CSG Systems CSGS 1.7 47 61.06 +1.58 .265 22.86 18.07 ColumbiaFin CLBK ... 26 21.88 +0.11 ...
12.59 6.79 AbsoluteSftwr ABST 2.3 dd 10.15 +0.71.0622 78.38 43.17 AltairEngg ALTR ... dd 47.30 +0.21 ... 7.71 0.70 AveannaHealth AVAH ... dd .77 –0.01 ... 9.98 6.61 CSP CSPI .0 47 8.13 +0.47 .03 103.74 65.02 ColumbiaSportswr COLM 1.3 17 89.11 +3.48 .30
5.41 3.30 AcaciaResearch ACTG ... 47 4.12 +0.25 ... 10.78 3.85 AltEnergyA AEAE ... 12 10.10 +0.02 ... 7.19 3.40 AvePoint AVPT ... dd 4.79 +0.05 ... 144.02 96.03 CSW Industrials CSWI .6 23 118.47 –4.13 .17 50.18 23.54 ColumbusMcKinn CMCO .9 20 31.26 –1.22 .07
52.34 25.10 AcademySports ASO .6 7 51.55 +3.46 .075 23.49 3.83 Altimmune ALT ... dd 9.09 +0.25 ... 35.18 23.88 AviatNetworks AVNW ... 28 32.23 +0.34 ... 38.63 25.80 CSX CSX 1.2 17 32.02 +1.14 .10 53.32 28.39 Comcast A CMCSA 3.0 31 35.65 +1.15 .27
88.17 50.07 AcadiaHealthcare ACHC ... 28 86.40 +3.06 ... 17.67 8.68 AltisourcePortf ASPS ... 9 16.11 +0.09 ... 37.31 20.83 AvidTechnology AVID ... 28 28.10 –0.02 ... 29.25 19.00 CVB Fin CVBF 2.8 18 28.34 +0.56 .20 75.06 62.80 CommerceBcshrs CBSH 1.4 19 74.94 +1.87.2524
28.04 4.61 Accolade ACCD ... dd 8.44 +0.12 ... 60.44 32.18 AltraIndlMotion AIMC .6 cc 58.35 +0.16 .09 27.00 10.89 AvidityBio RNA ... dd 12.53 +0.40 ... 13.24 0.59 CabalettaBio CABA ... dd 3.48 –0.41 ... 9.11 4.03 CommVehicle CVGI ... 17 6.47 +0.07 ...
10.49 9.69 AccretionAcqn ENER ... dd 10.11 +0.11 ... 14.04 5.20 Alvotech ALVO ... cc 6.05 –0.15 ... 22.74 5.86 AvidXchange AVDX ... dd 8.60 +0.21 ... 10.76 9.81 CactusAcqn1 A CCTS ... dd 10.18 +0.02 ... 13.73 5.56 CommScope COMM ... dd 9.05 –0.07 ...
0.37 0.01 AccretionAcqnRt ENERR ... ... .04 –0.04 ... 27.23 15.23 AmalgamFin AMAL 1.5 11 26.44 +1.01 .10 327.80 131.83 AvisBudget CAR ... 4 223.96 –1.55 ... 194.97 132.32 CadenceDesign CDNS ... 59 167.31 +2.29 ... 47.91 39.10 CmntyTrBcp CTBI 3.7 11 47.78 +1.07 .44
5.41 1.70 Accuray ARAY ... dd 2.20 –0.20 ... 3.82 1.04 Amarin AMRN ... dd 1.17 –0.01 ... 50.19 35.45 Avnet AVT 2.6 6 45.14 +0.93 .29 97.39 31.31 CaesarsEnt CZR ... dd 49.68 –0.30 ... 16.55 12.75 CommWestBcshs CWBC 2.0 10 14.93 +0.04 .075
13.70 1.76 AcelRxPharm ACRX ... 0 2.35 –0.04 ... 181.68 85.87 Amazon.com AMZN ... 86 93.41 –0.73 ... 3.80 1.32 Aware AWRE ... dd 1.85 +0.02 ... 12.82 6.27 Caesarstone CSTE15.4 16 6.51 –0.08 .25 70.88 50.26 CommVaultSys CVLT ... cc 66.05 +1.80 ...
10.17 9.82 AchariVenturesI AVHI ... 29 10.17 +0.03 ... 227.59 49.02 Ambarella AMBA ... dd 72.36 –3.99 ... 83.74 46.41 AxcelisTechs ACLS ... 17 79.38 +2.79 ... 62.64 35.10 Cal-MaineFoods CALM 5.9 10 57.85 +4.40 .749 9.93 9.59 CompassDigitalAcqn CDAQ ... 41 9.92 +0.02 ...
5.65 1.58 AchillesTherap ACHL ... dd 1.90 +0.05 ... 90.77 68.33 Amdocs DOX 1.8 20 87.42 +2.63 .395 3.03 0.70 AxcellaHealth AXLA ... dd .93 +0.07 ... 10.50 2.96 CalAmp CAMP ... dd 3.70 –0.06 ... 10.69 4.56 CompoSecure CMPO ... 3 4.90 +0.05 ...
18.96 9.26 AclarisTherap ACRS ... dd 17.53 –0.84 ... 179.91 83.01 Amedisys AMED ... 25 91.04 +5.11 ... 193.85 82.49 AxonEnterprise AXON ... cc 187.92 +2.70 ... 45.50 28.76 CalavoGrowers CVGW 3.2 dd 36.31 –0.81.2875 4.88 0.51 Compugen CGEN ... dd .98 –0.04 ...
3.10 0.26 AcordaTherap ACOR ... dd .61 –0.03 ... 36.72 24.41 AmerantBncpA AMTB 1.2 9 29.01 –0.71 .09 79.92 38.41 Axonics AXNX ... dd 65.70 +1.79 ... 24.30 18.51 CaliforniaBncp CALB ... 12 23.84 +0.30 ... 35.50 25.33 ComputerPrograms CPSI ... 23 29.22 +0.20 ...
10.65 9.97 AcriCapitalA ACAC ... ... 10.09 ... ... 78.08 47.80 Amerco UHAL .0 1 59.02 +1.72.0534 71.98 20.63 AxsomeTherap AXSM ... dd 56.82 +0.65 ... 18.35 1.96 CalitheraBiosci CALA ... dd 2.00 –0.19 ... 10.38 6.42 ComputerTask CTG ... 9 7.99 +0.30 ...
20.70 10.90 AcrivonTherap ACRV ... ... 12.50 –3.28 ... 65.88 51.12 AmercoN UHALB ... ... 60.00 +2.00 ... 10.53 0.51 AyalaPharm AYLA ... dd .60 +0.04 ... 27.50 10.82 CalliditasTherap CALT ... dd 17.21 +1.72 ... 3.69 1.00 comScore SCOR ... dd 1.45 –0.05 ...
86.90 56.40 ActivisionBliz ATVI .6 34 73.47 –0.63 .47 20.63 16.36 AmerFirstMultifam ATAX 7.7 7 19.06 +0.18 .20 118.13 37.61 Azenta AZTA .7 dd 57.79 +0.21 .10 20.50 8.40 CalumetSpecialty CLMT ... dd 16.58 –0.28 ... 26.59 8.42 ComtechTel CMTL 3.4 dd 11.62 ... .10
10.97 3.02 AcumenPharm ABOS ... dd 6.19 +0.11 ... 21.42 11.65 AmerAirlines AAL ... dd 14.50 +0.45 ... B 29.38 12.40 CambiumNtwks CMBM ... 49 20.35 –0.66 ... 208.48 108.57 Concentrix CNXC .9 14 120.23 +0.11 .275
4.00 0.48 AcutusMedical AFIB ... dd .70 +0.04 ... 105.60 80.22 AEP AEP 3.5 20 95.47 +4.19 .83 52.16 40.46 CamdenNational CAC 3.7 10 43.73 +1.27 .40 7.37 2.57 ConcertPharm CNCE ... dd 5.08 +0.26 ...
10.88 0.90 Adagene ADAG ... ... 1.00 –0.04 ... 39.99 31.62 AmNtlBcsh AMNB 3.2 11 38.02 –0.20 .30 20.71 14.25 BCB Bancorp BCBP 3.2 8 19.70 –0.24 .16 48.60 21.13 Camtek CAMT ... 16 23.79 +0.37 ... 6.32 3.29 Conduent CNDT ... 9 4.12 +0.15 ...
24.35 7.10 AmOutdoorBrands AOUT ... dd 9.42 +1.21 ... 12.69 4.98 BELLUS Health BLU ... dd 9.10 –0.01 ... 9.19 2.46 Canaan CAN ... 1 2.58 –0.18 ... 85.50 16.48 Confluent CFLT ... dd 22.62 +1.74 ...
4.28 1.01 AdaptimmuneTher ADAP ... dd 2.20 –0.16 ... 4.93 3.00 BGC Partners BGCP 1.0 12 3.96 +0.01 .01 47.69 22.15 CanadianSolar CSIQ ... 17 35.75 –0.46 ... 2.55 1.28 Conifer CNFR ... dd 1.57 +0.03 ...
30.51 5.96 AdaptiveBiotech ADPT ... dd 8.12 –0.04 ... 24.73 7.83 AmericanPubEdu APEI ... dd 12.71 –0.80 ...
26.95 13.39 AmerSoftware AMSWA 3.0 47 14.60 –0.55 .11 37.22 20.15 BJsRestaurants BJRI ... dd 32.06 –0.14 ... 10.88 1.47 CandelTherap CADL ... dd 1.83 +0.06 ... 5.99 0.56 ConnectBiopharma CNTB ... dd .74 +0.01 ...
112.11 68.57 AddusHomeCare ADUS ... 39 107.64 +0.43 ... 120.20 70.21 BOK Fin BOKF 2.1 15 104.08 –0.30 .54 10.78 9.78 Canna-GlobalA CNGL ... cc 10.21 ... ... 37.00 22.55 ConnectOneBncp CNOB 2.4 9 26.38 +1.18 .155
11.85 3.54 Adeia ADEA 1.9 dd 10.26 +0.38 .05 13.51 3.27 AmerSupercond AMSC ... dd 4.23 +0.24 ...
69.59 40.70 AmericanWoodmark AMWD ... 67 56.00 +0.70 ... 38.99 17.08 BRP Group BRP ... dd 29.87 +1.98 ... 13.35 1.02 Canoo GOEV ... dd 1.13 –0.11 ... 25.93 6.22 Conn's CONN ... 8 9.63 +0.99 ...
21.87 9.29 AdicetBio ACET ... dd 17.15 –0.42 ... 88.53 57.38 BRP DOOO .7 11 71.22 +1.76.1217 11.80 2.13 CanopyGrowth CGC ... dd 3.66 –0.01 ... 65.68 37.75 ConsensusCloud CCSI ... 13 55.78 –6.44 ...
694.89 274.73 Adobe ADBE ... 33 334.30 +3.44 ... 127.05 52.24 AmerCarMart CRMT ... 8 70.62 +0.61 ...
55.62 38.22 AmerisBancorp ABCB 1.1 11 53.26 +1.24 .15 91.24 36.86 B RileyFin RILY 9.0 dd 44.57 +2.78 1.00 9.46 2.77 Cantaloupe CTLP ... dd 3.42 +0.03 ... 10.50 9.69 Consilium I A CSLM ... cc 10.11 +0.07 ...
7.25 2.65 AdvEmissions ADES ... ... 2.90 +0.08 ... 9.49 3.95 BTRS BTRS ... dd 9.45 ... ... 32.92 16.91 CanterburyPark CPHC 1.0 11 28.50 +1.11 .07 0.30 0.02 Consilium I Rt CSLMR ... ... .08 +0.06 ...
98.07 67.55 AdvEnergyInds AEIS .4 18 90.94 +1.64 .10 4.52 3.66 AmeriServFin ASRV 3.0 8 4.00 –0.04 .03
296.67 198.64 Amgen AMGN 2.7 23 283.74 –3.55 1.94 26.50 3.82 Backblaze BLZE ... dd 4.05 –0.01 ... 27.56 20.94 CapitalBancorp CBNK .9 8 24.66 +0.51 .06 8.49 4.09 ConsldComm CNSL ... dd 4.67 –0.05 ...
164.46 54.57 AdvMicroDevices AMD ... 45 75.14 +1.57 ... 171.87 73.58 Baidu BIDU ... 50 93.36 –2.61 ... 36.23 24.43 CapitalCityBank CCBG 1.9 17 35.60 +0.43 .17 20.58 9.01 ConsldWater CWCO 2.3 40 14.47 –1.27 .085
8.24 1.95 AdvantageSolns ADV ... 12 2.50 –0.14 ... 12.96 5.91 AmicusTherap FOLD ... dd 11.49 +0.59 ...
29.10 14.89 AmkorTech AMKR 1.1 8 27.30 –1.06 .075 39.78 20.42 BakerHughes BKR 2.7 dd 28.50 –0.63 .19 19.65 12.80 CapitalProduct CPLP 4.0 2 14.85 +0.05 .15 97.89 38.00 ConstellationEner CEG .6 dd 97.16 +3.86 .141
2.04 0.63 AdverumBiotech ADVM ... dd .71 –0.02 ... 173.80 110.15 Balchem BCPC .5 42 141.94 +0.28 .64 27.97 16.28 CapitalSouthwest CSWC10.8 10 18.29 +0.26 .50 36.92 18.89 ConstructionPtrs ROAD ... 71 29.28 –2.72 ...
6.86 0.37 AegleaBioTherap AGLE ... dd 1.24 +0.03 ... 44.46 19.21 AmphastarPharm AMPH ... 20 29.18 +0.78 ...
11.63 5.61 AmrytPharma AMYT ... dd 7.08 –0.02 ... 15.59 5.12 BallardPower BLDP ... dd 6.10 –0.15 ... 10.50 9.80 CapitalworksEMA CMCA ... 14 10.21 +0.02 ... 15.47 4.64 ConsumerPtfo CPSS ... 2 8.08 +0.27 ...
20.39 4.45 Aemetis AMTX ... dd 5.28 –0.10 ... 118.07 62.66 BancFirst BANF 1.5 20 103.69 +4.00 .40 11.99 7.19 CapitolFedFin CFFN 4.1 13 8.21 +0.05 .28 3.99 0.63 ContextLogic WISH ... dd .68 +0.01 ...
27.83 7.74 AerovateTherap AVTE ... dd 18.67 +0.68 ... 13.45 6.66 AmtechSystems ASYS ... 11 10.82 +0.22 ...
39.08 6.51 AmylyxPharm AMLX ... dd 38.75 +3.76 ... 75.40 9.20 Bandwidth BAND ... dd 20.51 +0.78 ... 22.17 15.71 CapStarFin CSTR 2.3 9 17.61 +0.26 .10 76.29 51.11 Copart CPRT ... 29 65.09 +0.67 ...
114.11 52.03 AeroVironment AVAV ... cc 92.08 –0.65 ... 51.39 34.79 BankOZK OZK 2.8 11 47.08 +0.83 .33 13.97 7.40 CaraTherap CARA ... dd 11.19 +0.21 ... 13.70 0.12 CoreScientific CORZ ... dd .14 –0.04 ...
10.60 9.95 AestherHlthcrA AEHA ... dd 10.30 +0.02 ... 6.96 1.44 Amyris AMRS ... dd 1.84 –0.38 ...
188.20 133.48 AnalogDevices ADI 1.8 32 167.09 +5.24 .76 32.28 26.57 BankofPrinceton BPRN 3.1 8 32.01 –0.19 .25 23.76 12.26 CardiovascularSys CSII ... dd 14.20 –0.21 ... 8.03 2.65 CorMedix CRMD ... dd 4.23 +0.23 ...
3.80 1.04 AestheticMed AIH ... ... 1.34 –0.06 ... 29.01 21.00 Bank7 BSVN 2.4 9 26.84 +0.91 .16 74.23 3.50 Cardlytics CDLX ... dd 4.03 –0.04 ... 23.98 10.96 CorsairGaming CRSR ... dd 16.80 –0.25 ...
10.07 9.72 AetheriumAcqnA GMFI ... dd 10.05 ... ... 37.40 18.20 AnaptysBio ANAB ... dd 28.15 +0.87 ...
21.30 7.13 AnavexLifeSci AVXL ... dd 11.89 –0.79 ... 11.27 9.18 BankFinancial BFIN 4.0 14 10.02 +0.08 .10 7.10 2.80 Carecloud MTBC ... dd 3.26 +0.25 ... 213.38 129.19 Corvel CRVL ... 42 151.36 +2.66 ...
7.13 1.40 Affimed AFMD ... dd 2.09 +0.06 ... 36.87 27.76 BankwellFin BWFG 2.6 6 30.73 –0.49 .20 47.82 11.92 CareDx CDNA ... dd 12.79 –0.06 ... 3.64 0.70 CorvusPharm CRVS ... dd .89 –0.02 ...
140.49 11.94 AffirmHldgs AFRM ... dd 13.08 –0.43 ... 59.00 29.35 Andersons ANDE 1.9 8 37.42 +0.59 .18
33.13 1.82 Anghami ANGH ... ... 2.39 –0.37 ... 75.72 52.35 Banner BANR 2.5 13 71.62 +1.96 .44 9.23 3.45 CareMax CMAX ... dd 4.12 –0.50 ... 85.37 49.00 CoStar CSGP ... 93 79.98 –0.82 ...
17.02 8.73 Afya AFYA ... 20 14.71 –0.57 ... 15.40 3.41 Baozun BZUN ... dd 4.03 –0.19 ... 50.03 9.14 CarGurus CARG ... dd 12.96 –0.34 ... 612.27 406.51 Costco COST .7 41 533.66 +9.99 .90
69.14 31.49 Agilysys AGYS ... cc 65.19 –0.73 ... 10.28 1.81 Angi ANGI ... dd 2.12 –0.05 ...
30.00 12.87 AngioDynamics ANGO ... dd 13.69 –0.41 ... 99.52 57.76 BarrettBus BBSI 1.2 15 98.69 +1.95 .30 19.61 4.89 CaribouBio CRBU ... dd 8.75 –0.33 ... 34.80 10.19 Couchbase BASE ... dd 12.62 +1.11 ...
37.70 16.75 AgiosPharm AGIO ... dd 29.00 +0.79 ... 24.12 13.16 BassettFurniture BSET 3.2 14 18.62 –0.64 .16 3.23 0.16 CarLotz LOTZ ... dd .18 –0.02 ... 10.30 9.91 CounterPressA CPAQ ... dd 10.18 ... ...
21.59 2.50 Agora API ... dd 2.62 –0.64 ... 4.00 0.78 AngionBiomed ANGN ... dd .90 +0.04 ...
41.19 19.95 AnikaTherap ANIK ... dd 30.34 –0.19 ... 23.54 17.52 BayCom BCML 1.0 10 19.44 +0.40 .05 57.00 24.59 Carlyle CG 4.4 6 29.38 +1.09 .325 205.00 40.30 CoupaSoftware COUP ... dd 62.69 +16.82 ...
2.96 1.46 AgroFresh AGFS ... dd 2.95 +0.13 ... 17.29 2.06 Annexon ANNX ... dd 5.85 +0.21 ... 65.30 45.71 BeaconRoof BECN ... 10 59.00 +0.99 ... 14.96 11.23 CarlyleSecured CGBD10.0 8 14.39 +0.29 .08 40.37 17.23 CovenantLogist CVLG .7 5 38.35 –1.56 .08
10.16 9.76 AhrenAcqnA AHRN ... 43 10.16 ... ... 10.19 6.97 AnthemisDigA ADAL ... cc 10.19 +0.01 ... 88.18 27.77 BeamTherap BEAM ... dd 44.28 –2.60 ... 13.96 3.92 CarParts.com PRTS ... dd 5.34 +0.02 ... 38.88 21.36 Cowen COWN 1.2 10 38.73 +0.08 .12
29.53 14.01 AirT AIRT ... cc 23.31 –0.38 ... 70.00 33.32 ApellisPharm APLS ... dd 50.96 +0.51 ... 2.20 0.97 BeasleyBroadcast BBGI ... dd 1.01 –0.03 ... 3.30 1.28 CarrolsRestr TAST ... dd 1.47 –0.01 ... 139.90 81.87 CrackerBarrel CBRL 4.4 21 117.33 +0.94 1.30
34.54 23.32 AirTransportSvcs ATSG ... 12 28.41 +0.23 ... 50.45 35.96 ApogeeEnt APOG 1.8 20 49.31 +1.87 .22 30.06 3.04 BedBath BBBY ... dd 3.24 –0.14 ... 18.84 12.58 CarterBkshrs CARE ... 11 18.32 ... ... 8.32 5.44 CreativeMedia CMCT 5.6 dd 6.11 –0.11 .085
191.73 86.71 Airbnb ABNB ... 41 97.67 –0.10 ... 9.11 3.49 ApolloEnd APEN ... dd 6.00 +0.04 ... 368.50 118.18 BeiGene BGNE ... dd 174.97 –28.16 ... 11.20 9.90 CartesianGrwIIA RENE ... 55 10.15 +0.01 ... 699.08 397.58 CreditAcceptance CACC ... 11 477.99 +4.18 ...
18.48 2.69 AirSculptTech AIRS .0 dd 3.34 –0.07 .41 129.39 79.92 AppFolio APPF ... dd 115.94 –3.20 ... 37.49 13.53 BelFuse A BELFA .7 11 35.87 +0.37 .06 10.31 9.80 CarticaAcqnA CITE ... 34 10.30 +0.05 ... 18.00 8.61 CredoTech CRDO ... dd 14.40 –0.04 ...
123.25 76.28 AkamaiTech AKAM ... 30 92.52 +1.57 ... 7.05 1.01 AppHarvest APPH ... dd 1.12 –0.12 ... 38.49 11.58 BelFuse B BELFB .7 10 37.76 +0.44 .07 7.18 2.35 CasaSystems CASA ... dd 2.74 –0.05 ... 19.40 12.55 CrescentCapBDC CCAP 11.6 17 14.11 +0.36 .41
77.77 33.02 Appian APPN ... dd 37.55 +0.42 ... 13.06 5.69 Benefitfocus BNFT ... dd 10.37 –0.01 ... 9.95 9.63 CascadiaAcqnA CCAI ... 24 9.95 +0.02 ... 10.17 9.79 CresceraCapA CREC ... cc 10.17 +0.03 ...
182.94 129.04 Apple AAPL .6 24 148.11 –3.18 .23 50.96 26.32 BentleySystems BSY .3 66 38.55 +0.01 .03 92.75 63.90 CasellaWaste CWST ... 82 85.17 +2.75 ... 9.80 4.18 Cresud CRESY ... 2 5.66 +0.52 ...
Nasdaq Issues includes stocks traded on the Nasdaq 28.08 0.85 AppliedDigital APLD ... dd 2.24 +0.04 ... 21.69 1.83 BerkeleyLights BLI ... dd 2.79 –0.14 ... 242.56 170.82 CaseysGenStores CASY .6 24 241.50 +1.78 .38 26.30 5.88 Cricut CRCT ... 29 8.15 +0.25 ...
Global Select and Nasdaq Global Market tiers. They are 2.83 0.23 AppliedGenetic AGTC ... dd .37 ... ... 6.02 0.95 BerkshireGrey BGRY ... dd 1.00 –0.03 ... 44.36 31.85 CassInfoSys CASS 2.7 18 43.34 –0.20 .29 28.95 15.91 CrineticsPharm CRNX ... dd 18.09 +0.26 ...
eligible for inclusion on the basis of SEC-approved 167.06 71.12 ApplMaterials AMAT 1.0 14 105.82 +1.12 .26 1.45 0.08 BerkshireGreyWt BGRYW ... ... .10 –0.04 ... 48.40 15.58 CastleBiosci CSTL ... dd 21.27 +0.27 ... 43.49 20.56 Criteo CRTO ... 26 26.23 +0.34 ...
market value of publicly-held shares, trading volume, 19.02 0.80 AppliedMolecular AMTI ... dd 1.02 –0.02 ... 12.85 6.78 Berry(bry) BRY 2.7 4 9.01 +0.32 .41 48.88 37.37 CathayGenBncp CATY 3.0 10 46.00 +0.81 .34 10.40 9.71 CrixusBH3 A BHAC ... 15 10.06 –0.03 ...
price and number of market-makers. 6.14 1.48 AppliedOptoelec AAOI ... dd 2.19 +0.06 ... 77.75 11.56 BeyondMeat BYND ... dd 12.72 –0.73 ... 327.24 179.47 CavcoIndustries CVCO ... 8 219.87 +14.24 ... 173.88 46.08 Crocs CROX ... 10 94.91 –6.51 ...
16 BARRON’S November 28, 2022 November 28, 2022 BARRON’S 45
D ATA NASDAQ ISSUES B A R RON S.C OM / DATA
I Tried Talking to My Parents

don’t have a large estate, but they have Meanwhile, I’m going to create a
some assets: a home, car, checking document so she can list their assets 52-Week
High Low Name
Tick
Sym Yld P/E Last
Div
Chg. Amt.
52-Week
High Low Name
Tick
Sym Yld P/E Last
Div
Chg. Amt.
52-Week
High Low Name
Tick
Sym Yld P/E Last
Div
Chg. Amt.
52-Week
High Low Name
Tick
Sym Yld P/E Last
Div
Chg. Amt.
52-Week
High Low Name
Tick
Sym Yld P/E Last
Div
Chg. Amt.
account, and at least one retirement and where they are located, such as 4.74
40.12
2.57
15.26
Cronos
CrossCtyHlthcr
CRON
CCRN
...
...
dd
6
3.13
35.32
+0.01
+0.35
...
...
62.82
7.99
40.37
5.04
ePlus
EpsilonEnergy
PLUS
EPSN
...
3.4
14
5
51.83
7.43
–0.62 ...
+0.11.0625
36.23
39.01
10.51
19.70
FreshworksA
Frontdoor
FRSH
FTDR
...
...
dd
28
14.00
23.73
+1.03 ...
+0.48 ...
48.12
26.60
32.77
21.65
Hawkins
HawthornBcsh
HWKN 1.3
HWBK 3.0
15
7
42.96
22.51
+0.76 .14
–0.29 .17
21.25
8.20
10.81
4.14
InterceptPharm
Intercure
ICPT ...
INCR ... 23
3 14.77
5.01
–0.33 ...
+0.01 ...
account. What exactly they had and the title to their home and car, the 16.50 12.27 CrossFirstBkshs CFB ... 10 13.90 +0.47 ... 9.99 2.63 EQRx EQRX ... dd 3.51 +0.19 ... 35.15 20.83 FrontierComms FYBR ... 13 25.58 +0.61 ... 57.33 29.00 HaynesIntl HAYN 1.8 14 50.17 –2.24 .22 73.97 40.23 InterDigital IDCC 2.9 18 49.01 +0.02 .35
About Estate Planning.

242.00 120.50 CrowdStrike CRWD ... dd 140.05 +1.06 ... 5.63 1.56 Equillium EQ ... dd 1.69 –0.11 ... 15.25 8.19 Frontier ULCC ... dd 13.46 +0.22 ... 44.53 6.40 HealthCatalyst HCAT ... dd 9.78 –0.01 ... 16.61 8.90 Interface TILE .4 10 11.05 +0.25 .01
11.15 9.49 Crypto1Acqn DAOOU ... ... 10.13 +0.01 ... 853.42 494.89 Equinix EQIX 1.8 88 674.66 +27.25 3.10 9.31 2.77 FuelCell FCEL ... dd 3.48 –0.09 ... 10.82 9.82 HealthcareAI A HAIA ... 14 10.32 +0.15 ... 53.71 38.00 IntlBcshs IBOC 2.3 13 52.57 +1.44 .60
where I could find the records were names of their bank and individual 10.40 9.75 Crypto1AcqnA DAOO ... ... 10.14 +0.03 ... 38.04 28.06 EquityBcshs EQBK .9 11 36.74 +0.02 .10 24.79 3.21 FulcrumTherap FULC ... dd 6.85 +0.36 ... 20.54 11.97 HealthcareSvcs HCSG 6.1 50 13.82 +0.01 .215 6.10 3.93 Intevac IVAC ... dd 6.00 +0.30 ...
16.20 2.42 CueHealth HLTH ... dd 2.49 –0.54 ... 16.69 4.51 Erasca ERAS ... dd 7.01 –0.87 ... 109.55 31.07 FulgentGenetics FLGT ... 4 36.89 –0.16 ... 79.20 36.81 HealthEquity HQY ... dd 62.51 +0.88 ... 66.00 34.43 Intra-Cellular ITCI ... dd 52.23 +0.29 ...
a mystery to me. retirement accounts with the last four 19.12 7.30 CullinanOncology CGEM ... 6 13.28 +0.87 ... 274.83 158.46 ErieIndemnity A ERIE 1.7 49 268.83 +0.85 1.11 19.17 13.72 FultonFin FULT 3.2 12 18.73 +0.59 .06 26.80 18.51 HealthStream HSTM ... 83 25.10 +0.12 ... 697.27 339.36 Intuit INTU .8 54 392.47 +12.40 .78
7.51 1.89 CumberlandPharm CPIX ... dd 2.25 +0.03 ... 2.99 0.50 ErytechPharma ERYP ... dd .62 –0.02 ... 27.79 7.60 Funko FNKO ... 9 9.22 +0.34 ... 17.59 12.78 HeartlandExp HTLD .5 10 16.67 +0.31 .02 369.21 180.07 IntuitiveSurgical ISRG ... 70 265.13 +3.02 ...
My sister, Deanne Padilla, agreed digits only. 15.67
50.09
6.46
6.90
CumulusMedia
CureVac
CMLS
CVAC
...
... dd
4 7.19
7.47
+0.21
–0.69
...
...
19.71
9.13
9.50
3.28
Escalade
EsperionTherap
ESCA
ESPR
6.1
... dd
7 9.83
6.86
+0.22 .15
–0.35 ...
12.39
8.73
2.70
1.98
FusionFuelGreen
FusionPharm
HTOO
FUSN
...
...
...
dd
4.64
2.13
+0.98 ...
–0.08 ...
53.98
46.85
39.27
22.79
HeartlandFinUSA
Heidrick&Strug
HTLF 2.3
HSII 2.1
11
8
49.37
29.26
–0.25 .28
+0.44 .15
14.33
23.72
3.49
17.08
Inventiva
Investar
IVA ...
ISTR 1.7
dd
7
3.75
21.78
–0.64 ...
–0.37 .095
that we needed to talk to them Not all of the conversation went 5.27 0.68 Curis CRIS ... dd .84 –0.02 ... 132.00 2.74 EternaTherapeutics ERNA ... dd 3.30 +0.11 ... 57.76
10.50
21.23
9.95
Futu
FutureTechIIA
FUTU
FTII
...
...
25
cc
52.71
10.12
+2.09 ...
–0.06 ...
256.26 82.94 HelenofTroy HELE ... 13 93.78 –1.13 ... 5.73 3.24 InvestcpCredit ICMB13.6 58 3.83 +0.02 .02
Here’s What Happened.

74.38 31.62 Cutera CUTR ... dd 43.31 –0.21 ... 4.78 1.95 EtonPharm ETON ... dd 2.99 –0.03 ... 12.50 4.10 HelloGroup MOMO .0 dd 4.90 –0.58 .62 11.02 9.85 InvestcorpEur I A IVCB ... ... 10.22 +0.01 ...
together, and she set up a weekend smoothly. My mom answered most of 10.96
13.94
3.30
4.60
Cvent
CVRx
CVT
CVRX
...
...
dd
dd
5.46
12.49
+0.05
+0.44
...
...
307.75
149.92
67.01
71.60
Etsy
EuronetWorldwide
ETSY
EEFT
...
...
dd
21
120.31
90.92
+6.39 ...
+0.84 ...
G 11.37
10.17
8.32
9.56
HennessyAdvsrs
HennessyCapVI
HNNA 6.4
HCVI ...
10
29
8.63
9.83
+0.09.1375
... ...
10.24
243.34
9.95
125.80
InvestcorpIndiaA
InvestorsTitle
IVCA ...
ITIC 1.2
93
8
10.22
156.29
–0.01 ...
+8.97 3.00
180.01 100.35 CyberArkSoftware CYBR ... dd 153.03 +4.13 ... 33.31 12.72 EuropeanWax EWCZ .0 62 13.94 +0.50 3.30 11.79 6.26 GCM Grosvenor GCMG 4.6 18 8.85 +0.15 .11 92.68 64.75 HenrySchein HSIC ... 18 81.44 +2.53 ... 78.82 2.14 Invivyd IVVD ... dd 2.14 –0.61 ...
lunch date with my mom. our questions, but my stepfather was
P2BW332000-0-W01600-1--------XA Composite
4.30 1.67 CymaBayTherap CBAY ... dd 3.30 –0.06 ... 9.34 1.42 EveloBiosci EVLO ... dd 1.95 –0.10 ... 57.93 8.41 GDS Holdings GDS ... dd 11.42 –3.04 ... 14.87 10.42 HeritageCommerce HTBK 3.6 15 14.48 –0.06 .13 48.82 25.04 IonisPharma IONS ... dd 41.56 –1.53 ...
16.88 1.41 CyteirTherap CYT ... dd 1.50 –0.05 ... 3.48 0.60 Ever-Glory EVK ... dd .60 –0.04 ... 27.78 8.72 GH Research GHRS ... dd 12.17 +1.52 ... 36.14 24.00 HeritageCrystal HCCI ... 10 32.31 +2.08 ... 20.60 5.42 IovanceBiotherap IOVA ... dd 6.18 –0.44 ...
Financial advisors told me to distracted when I interrupted the 20.47 7.38 CytekBiosci CTKB ... dd 14.30 –0.45 ... 122.78 24.10 Everbridge EVBG ... dd 30.86 +1.00 ... 17.49
82.00
3.84
41.20
G1Therapeutics
GRAVITY
GTHX ...
GRVY ...
dd
7
6.35
42.63
–0.12 ...
–2.64 ...
34.34 20.95 HeritageFin HFWA 2.5 15 33.11 +0.63 .21 6.58
169.54
1.65
87.77
iQIYI
iRhythmTechs
IQ ...
IRTC ...
dd
dd
2.44
105.52
–0.34 ...
–1.10 ...
55.80 29.26 Cytokinetics CYTK ... dd 40.68 –0.46 ... 17.72 5.93 EverCommerce EVCM ... dd 6.91 +0.31 ... 26.93 15.00 HertzGlobal HTZ ... 9 17.02 +0.24 ...
prepare a list of questions ahead Bears game to ask specific questions 6.97
15.42
1.17
1.74
CytomXTherap
CyxteraTech
CTMX
CYXT
...
...
dd
dd
1.81
1.87
+0.07
–0.16
...
...
10.22
10.18
9.97
9.93
Evergreen
EvergreenA
EVGRU
EVGR
...
...
...
cc
10.20
10.18
... ...
... ...
5.82
10.00
1.77
9.78
GSI Tech
GSRIIMeteoraA
GSIT ...
GSRM ...
dd
dd
2.12
9.94
+0.26 ...
–0.01 ...
90.58
38.21
39.58
13.06
Hibbett
HighPeakEner
HIBB 1.5
HPK .4 14
9 68.19
23.19
+1.69 .25
+0.60 .025
6.68
53.61
1.96
31.73
Iridex
IridiumComm
IRIX ...
IRDM ...
dd
cc
2.14
52.40
+0.14 ...
+0.14 ...
of time to cover the topics I needed about what he wanted. For example, D 17.59
14.36
5.23
4.71
EverQuote
EverspinTech
EVER
MRAM
...
...
dd
15
11.20
6.59
+0.25 ...
+0.38 ...
2.95
9.28
0.35
2.16
GSRIIMeteoraRt
Gaia
GSRMR ...
GAIA ...
...
cc
1.10
2.52
–0.07 ...
–0.18 ...
24.42
12.45
7.90
6.60
HilleVax
HillmanSolns
HLVX ...
HLMN ...
dd
cc
21.37
7.78
+0.65 ...
+0.14 ...
20.92
81.33
1.40
35.41
IrisEnergy
iRobot
IREN ...
IRBT ...
...
dd
1.67
52.20
–0.23 ...
+0.31 ...
3.43 1.15 DBV Tech DBVT ... dd 1.36 +0.02 ... 7.93 2.33 GainTherap GANX ... dd 3.10 +0.02 ... 12.95 9.73 IronwoodPharm IRWD ... 12 11.73 +0.09 ...
to address. I would ask the questions, he said he had no interest in having a 45.99 12.64 DiceTherap DICE ... dd 32.56 –0.38 ...
14.23
2.14
5.28
0.63
EVgo
Evogene
EVGO
EVGN
...
...
dd
dd
6.22
.68
–0.37 ...
–0.04 ... 72.11 39.71 Galapagos GLPG ... cc 40.68 –0.32 ...
16.50
432.19
4.81
242.99
HimaxTechs
HinghamSvg
HIMX17.6
HIFS .8 15
4 7.06
287.00
+0.19 1.25
+27.35 .63 14.49 1.33 IsoPlexis ISO ... dd 1.42 +0.05 ...
My parents had never wanted to have “the talk” before. But, to my surprise, my 84-year-old and if the conversation drifted off- memorial, and when I asked where
2.56
37.28
0.20
12.55
DIRTT Envl
DISH Network
DRTT ...
DISH ...
dd
5
.29
16.00
... ...
+0.77 ...
14.34
25.29
5.06
7.83
Evolus
Evotec
EOLS
EVO
...
...
dd
dd
7.62
8.88
+0.02 ...
+0.43 ...
3.53
5.39
1.17
1.12
Galecto
GaleraTherap
GLTO ...
GRTX ...
dd
dd
1.45
1.63
–0.09 ...
–0.10 ...
20.43
80.49
11.05
59.78
HollysysAuto
Hologic
HOLI .0
HOLX ...
11
15
16.73
74.93
–0.16 .32
+1.45 ...
52.43
70.67
16.21
39.38
iTeosTherap
Itron
ITOS ...
ITRI ... dd
3 19.93
53.32
–1.00 ...
–1.72 ...
47.01 13.95 DMC Global BOOM ... dd 18.06 –1.41 ... 12.40 2.10 Exagen XGN ... dd 3.04 +0.10 ... 12.96 6.62 Gambling.com GAMB ... 48 10.08 +0.07 ... 45.73 33.16 HomeBancorp HBCP 2.3 10 42.64 +0.01 .24 27.52 19.73 IturanLocation ITRN 2.4 13 23.17 +0.67 .14
mother had been affected by the messy aftermath of a rock star’s death. topic or became tense, my sister’s either of them wanted to live if they 2.84
10.18
0.59
9.73
D-MarketElec
DPCapAcqnIA
HEPS ...
DPCS ...
dd
cc
.69
10.18
... ...
+0.01 ...
10.50
23.40
9.67
14.87
ExcelFinAcqnA
Exelixis
XFIN
EXEL
...
...
dd
18
10.11
16.94
+0.04 ...
+0.03 ...
12.73
4.72
9.80
1.32
Games&EsportsA
GamidaCell
GEEX ...
GMDA ...
16
dd
10.22
1.60
+0.05 ...
–0.19 ...
10.30
5.04
9.65
1.36
HomePlateAcqn
HomePtCap
HPLT ...
HMPT10.0
19
dd
9.92
1.60
–0.01 ...
–0.15 .04
J
CL,CN,CX,DL,DM,DX,EE,EU,FL,HO,KC,MW,NC,NE,NY,PH,PN,RM,SA,SC,SL,SW,TU,WB,WE
job was to reiterate that the purpose could no longer live independently, 10.45
34.74
9.78
22.09
DuetAcqnA
DXP Ents
DUET ...
DXPE ...
dd
12
10.04
26.17
... ...
–0.57 ...
50.71
191.18
35.19
112.14
Exelon
ExlService
EXC
EXLS
3.4
...
19
45
40.07
187.23
+1.49.3375
+2.19 ...
52.87
10.12
41.81
9.77
Gaming&Leisure
GardinerHlthcr
GLPI 5.5
GDNR ...
21
cc
51.27
10.11
+1.13 .705
+0.02 ...
57.40
32.60
22.44
21.55
HomeStreet
HomeTrustBcshs
HMST 5.1
HTBI 1.6
6
11
27.34
25.08
+0.55 .35
+0.30 .10
27.87
165.78
7.50
117.45
JakksPacific
J&JSnackFoods
JAKK
JJSF
...
1.7 66
4 18.29
161.91
–0.25 ...
+5.59 .70
8.43 5.57 GarrettMotion GTX ... 4 7.12 –0.30 ... 89.35 33.17 JD.com JD .0 cc 49.48 –6.59 1.26
of our get-together was to ensure he said to put him in a nursing home. 23.11
5.38
2.98
2.65
DadaNexus
Daktronics
DADA ...
DAKT ...
dd
dd
4.65
3.54
–0.72 ...
–0.10 ...
38.70
217.72
10.46
85.02
eXpWorld
Expedia
EXPI
EXPE
1.5
...
49
37
11.95
101.50
+0.31 .045
+3.19 ... 3.25 1.16 GeminiTherap GMTX ... dd 1.75 +0.05 ...
5.34
8.85
1.30
2.54
HomologyMed
Honest
FIXX ...
HNST ...
dd
dd
1.55
2.86
–0.36 ...
–0.26 ... 13.55 4.25 Joann JOAN 8.8 dd 4.98 –0.29 .11
8.49 4.22 DallasNews DALN14.7 dd 4.35 –0.08 .16 30.92 20.12 GenDigital GEN 2.2 23 23.11 +0.49 .125 55.21 21.38 Joyy YY 7.5 39 27.11 –1.03.5075
their daughters would be able to He had zero interest in visiting one 137.80 86.08 ExpeditorsIntl EXPD 1.2 12 112.77 ... .67 221.89 166.63 Honeywell HON 1.9 28 220.05 +5.52 1.03
BG,BM,BP,CC,CH,CK,CP,CT,DN,DR,FW,HL,HO,LA,LD,LG,LK,MI,ML,PI,PV,RO,TD,WO
187.70 66.45 Datadog DDOG ... dd 74.84 –1.68 ... 51.06 8.51 Expensify EXFY ... dd 8.81 –0.29 ... 19.55 3.96 GenerationBio GBIO ... dd 5.75 +0.55 ... 25.70 12.90 HookerFurnishings HOFT 4.6 62 17.44 –0.85 .20 212.62 147.50 JackHenry JKHY 1.0 38 191.42 +4.46 .49
52.54 29.60 Dave&Buster's PLAY ... 14 38.86 –0.54 ... 126.31 80.97 Exponent EXPO .9 54 102.59 +0.51 .24 10.50 9.86 GenesisGrowthA GGAA ... dd 10.22 ... ... 17.68 12.48 HopeBancorp HOPE 4.1 8 13.62 +0.25 .14 96.87 54.80 JackintheBox JACK 2.4 13 72.50 –12.90 .44
fulfill their wishes. now to get an idea of what he might 15.35 0.25 Dave DAVE ... dd .41 +0.12 ... 24.99 5.35 Exscientia EXAI ... dd 5.73 –0.64 ... 10.81
10.12
9.97
9.88
GenesisUnicorn
GenesisUnicornA
GENQU ...
GENQ ...
...
dd
10.11
10.12
... ...
+0.04 ...
23.80 14.64 HorizonBancorp HBNC 4.0 8 16.13 +0.45 .16 0.28
12.38
...
9.97
JaguarGlbGrwI Rt
JaguarGlblGrowthI
JGGCR
JGGCU
...
...
...
... 10.22
... –0.10 ...
–0.13 ...
4.14 0.65 DAVIDsTEA DTEA ... dd .75 ... ... 20.33 8.49 ExtremeNetworks EXTR ... 61 20.30 +1.24 ... 17.10 9.67 HorizonTechFin HRZN10.1 16 13.06 +0.51 .11
Knowing I planned to write an like. 2.69
28.35
1.08
5.44
DawsonGeophys
DayOneBiopharm
DWSN ...
DAWN ...
dd
dd
2.01
21.41
–0.05 ...
+0.07 ...
17.24 3.26 EyePointPharm EYPT ... dd 3.32 –0.28 ... 11.15
6.38
0.73
3.01
Genetron
Genfit
GTH ...
GNFT ...
dd
4
.96
3.80
–0.03 ...
–0.14 ...
117.49 57.84 HorizonTherap HZNP ... 32 78.28 +2.02 ... 11.09
30.11
9.82
19.76
JaguarGlbGrwI A
JamesRiver
JGGC
JRVR
...
.8
60
dd
10.15
23.71
+0.01 ...
–0.41 .05
10.27 5.51 Ezcorp EZPW ... 16 10.09 +0.47 ... 21.63 15.10 HostHotels HST 2.6 16 18.46 +0.13 .12
article for Barron’s about our meeting, “Just pick one,” he said. 7.31
20.88
1.83
6.51
DecibelTherap
DecipheraPharm
DBTX ...
DCPH ...
dd
dd
3.28
15.93
–0.05 ...
–0.03 ... F
44.56
36.65
26.19
23.28
Genmab
Gentex
GMAB ...
GNTX 1.7
37
22
44.32
28.76
+0.77 ...
+0.03 .12
89.62
44.00
60.81
20.51
HubGroup
HudsonGlobal
HUBG ...
HSON ...
8
8
82.47
22.50
+0.89 ...
+0.13 ...
40.52
22.61
19.20
9.39
JamfHolding
JanuxTherap
JAMF
JANX
...
...
dd
dd
20.66
13.93
+0.22 ...
–0.63 ...
99.00 49.45 Gentherm THRM ... 49 71.48 –2.57 ... 169.98 117.64 JazzPharm JAZZ ... dd 153.00 +5.82 ...
I mentioned to my mom that I would “What if I put you in a van down 11.00
33.39
9.70
9.53
DeepMedicineAcqn
DefinitiveHlthcr
DMAQ ...
DH ...
dd
dd
10.20
11.10
+0.10 ...
+0.30 ...
74.72
249.00
25.20
133.68
FARO Tech
F5
FARO ...
FFIV ...
dd
29
31.63
155.27
–0.80 ...
+5.90 ... 9.09 3.92 GeospaceTech GEOS ... dd 4.71 +0.07 ...
1.79
11.34
0.45
2.78
HuizeHolding
Humacyte
HUIZ ...
HUMA ...
dd
10
1.01
3.17
+0.17 ...
+0.24 ... 16.39 6.21 JetBlue JBLU ... dd 7.98 +0.12 ...
10.60 9.92 DenaliCapAcqnA DECA ... ... 10.19 +0.01 ... 4.71 1.31 FGFinancial FGF ... dd 2.45 –0.02 ... 41.90 32.76 GermanAmBncp GABC 2.3 15 39.75 +0.40 .23 34.00 16.36 JFrog FROG ... dd 21.87 –0.54 ...
be interviewing them for a story about by the river?” I heard myself ask. 48.46 20.24 DenaliTherap DNLI ... dd 29.97 –0.03 ... 10.50 9.89 FG Merger FGMC ... ... 10.09 ... ... 3.06 0.99 Geron GERN ... dd 2.22 –0.04 ...
218.18
17.79
153.92
11.67
JBHunt
HuntingtonBcshs
JBHT .9
HBAN 4.1
19
12
182.60
15.24
+2.35 .40
+0.35 .155 186.01 1.28 JianzhiEduc JZ ... ... 1.40 –0.01 ...
58.70 26.48 DentsplySirona XRAY 1.6 dd 31.48 +0.35 .125 3.87 0.60 FLJ FLJ ... dd 1.31 ... ... 10.50 9.70 GesherIAcqnA GIAC ... dd 10.13 +0.04 ... 35.15 21.75 Hurco HURC 2.4 19 25.08 –0.57 .15 3.74 1.57 Jiayin JFIN ... 1 2.02 –0.45 ...
estate planning. Mom agreed, so I Eyes still on the TV, my stepfather 84.34 56.19 Descartes DSGX ... 66 69.30 +1.34 ... 63.52 53.08 FRP Holdings FRPH ... cc 53.71 –4.73 ... 1.97
77.00
1.14
36.58
GetnetAdquirencia
GibraltarInds
GET 7.0
ROCK ...
...
19
1.74
50.55
–0.03.1238
–0.36 ...
78.38 42.66 HuronConsulting HURN ... 18 75.35 –0.62 ... 109.40
8.80
46.30
0.84
JohnsonOutdoors
JounceTherap
JOUT
JNCE
2.3
...
13
dd
54.85
.87
–1.22 .31
–0.02 ...
26.30 9.61 DesignTherap DSGN ... dd 14.73 –0.33 ... 9.99 9.55 FTACEmeraldA EMLD ... dd 9.93 –0.02 ... 13.28 1.08 Hut8Mining HUT ... dd 1.20 –0.04 ...
took it as a good sign. replied, “Fine. Just give me a fishing 8.05
4.84
3.27
3.00
DestinationXL
Deswell
DXLG ...
DSWL 6.3 15
5 7.20
3.20
+0.59 ...
–0.01 .10
10.36
25.77
9.72
14.29
FTACZeusAcqnA
FTAI Aviation
ZING ...
FTAI 7.1
dd
dd
10.04
17.00
–0.01 ...
+0.07 .33
62.00
32.76
4.14
14.37
GigaCloudTech
GIIIApparel
GCT ...
GIII ...
...
5
6.16
21.42
+0.20 ...
+0.31 ...
37.04 1.88 Hydrofarm HYFM ... dd 2.62 +0.09 ... 10.10
0.36
9.82
0.06
JupiterWellnessA
JupiterWellnessRt
JWAC
JWACR
...
...
dd
...
10.10
.09
+0.01 ...
... ...
16.61 0.72 Hyperfine HYPR ... dd .77 –0.03 ...
9.11 4.97 GilatSatellite GILT ... cc 6.15 +0.36 ...
When my sister and I arrived, pole.” 152.62
213.50
66.89
160.00
DexCom
DiamondHillInvt
DXCM ...
DHIL 3.3
cc
13
112.00
184.00
–1.72 ...
–0.99 4.00
4.25
8.96
2.22
1.78
FTAI Infra
FTC Solar
FIP 3.9
FTCI ...
dd
dd
3.04
2.18
+0.15 .03
–0.01 ... 86.41 57.17 GileadSciences GILD 3.4 33 86.26 +2.64 .73
7.90
8.16
4.93
1.57
Hywin
HyzonMotors
HYW ...
HYZN ... dd
5 6.05
1.65
+0.11 ...
–0.04 ...
K
101.29 30.74 GitLab GTLB ... dd 39.40 –0.66 ... 457.12 250.20 KLA KLAC 1.4 17 380.02 +3.68 1.30
however, my stepfather announced As I wrapped up my questioning, 168.95
43.68
95.02
18.54
DiamondbkEner
DigiIntl
FANG 1.9
DGII ... 79
6 149.32
42.39
–6.90 1.51
+0.86 ...
11.70
13.31
0.60
4.31
FangddNetwork
Fanhua
DUO ...
FANH12.2
dd
44
1.10
4.75
–0.13 ...
+0.09.1453 12.78 8.21 GladstoneCap GLAD 8.0 18 10.45 +0.09 .07 I 18.63 2.94 KLX Energy KLXE ... dd 15.44 –0.99 ...
46.18 12.45 Digimarc DMRC ... dd 21.94 –0.14 ... 7.85 0.31 FaradayFuture FFIE ... dd .32 –0.04 ... 26.13 15.02 GladstoneComm GOOD 8.0 dd 18.80 +0.10.1254 140.77 43.80 IAC IAC ... dd 47.91 +0.80 ... 11.50 6.89 KVH Inds KVHI ... dd 11.23 +0.41 ...
that he was going to watch the start my mom turned the tables and asked, 101.87 15.20 DigitalWorldA DWAC ... dd 24.78 +3.40 ... 7.88 4.33 FarmerBros FARM ... dd 5.55 +0.42 ... 17.15
42.10
11.40
17.28
GladstoneInvt
GladstoneLand
GAIN 6.7
LAND 2.7
11
dd
14.29
20.73
+0.39 .08
–0.01.0458
26.93 10.77 IBEX IBEX ... 20 25.46 +0.61 ... 10.27
0.28
9.80
0.06
KairousAcqn
KairousAcqnRt
KACL
KACLR
...
...
cc
...
10.22
.07
+0.04 ...
–0.01 ...
38.20 28.36 DimeCommBcshs DCOM 2.8 10 34.82 +0.38 .24 64.75 43.73 Fastenal FAST 2.4 28 52.33 +0.67 .31 121.28 84.68 ICF Intl ICFI .5 31 110.93 +2.13 .14
of the Chicago Bears game instead. “Well, what about you? Have you done 113.39 58.52 Diodes DIOD ... 13 89.22 +1.44 ... 10.07 9.70 FatProjectsAcqn FATP ... dd 10.07 +0.01 ... 9.96
69.83
9.75
15.63
GlblBlockchain
Global-EOnline
GBBK ...
GLBE ...
cc
dd
9.94
20.04
... ...
–0.38 ...
251.73 128.90 ICU Medical ICUI ... dd 157.46 +0.64 ... 107.41
100.50
59.24
4.92
KaiserAlum
KalaPharm
KALU
KALA
3.4
...
dd
dd
90.01
5.74
+1.38 .77
–0.43 ...
57.80 25.66 DistributionSoln DSGR ... 25 36.86 –0.70 ... 66.56 17.10 FateTherap FATE ... dd 19.83 –0.04 ... 24.50 8.14 IDEAYA Bio IDYA ... dd 17.58 –0.06 ...
I told him that we needed him at the this?” 14.28
3.45
3.95
0.91
Diversey
DiversifiedHlthcr
DSEY ...
DHC 3.9
dd
1
5.03
1.03
–0.09 ...
–0.04 .01
10.64
18.31
9.91
7.81
FeutuneLightA
FibroGen
FLFV ...
FGEN ...
...
dd
10.06
13.85
+0.03 ...
–0.69 ...
10.45
10.07
9.96
10.00
GlobalStarAcqn
GlobalStarA
GLSTU ...
GLST ...
...
...
10.13
10.04
–0.17 ...
... ...
664.70
54.65
317.06
24.94
IdexxLab
IES Holdings
IDXX ...
IESC ...
52
18
411.36
33.25
–2.53 ...
+0.08 ...
5.47
17.35
1.32
4.12
Kaltura
KalVistaPharm
KLTR
KALV
...
...
dd
dd
1.80
5.19
+0.07 ...
+0.10 ...
0.15 0.09 GlobalStarRt GLSTR ... ... .10 –0.04 ... 6.96 4.11 Kamada KMDA ... dd 4.31 –0.22 ...
conversation, and he was irked that I told her that my husband and 6.75
37.80
0.92
9.03
DixieGroup
dLocal
DXYN ...
DLO ...
dd
49
1.00
14.30
+0.01 ...
+1.52 ...
59.65
11.69
34.20
5.89
FidelityD&D
FiestaRestaurant
FDBC 3.0
FRGI ... dd
9 48.40
6.69
+0.25 .36
–0.16 ... 10.30 9.69 GlblTechAcqnI GTAC ... 20 10.20 +0.01 ...
55.71
67.84
12.67
3.25
IGM Biosci
I-Mab
IGMS ...
IMAB ...
dd
dd
21.29
3.60
+0.14 ...
–0.47 ... 4.03 2.00 KandiTech KNDI ... dd 2.75 –0.23 ...
18.84 10.61 GlobalWaterRscs GWRS 2.3 58 12.64 –0.33.0246 43.22 9.74 Kanzhun BZ ... 70 14.32 –1.60 ...
we couldn’t wait for half-time. I had already, but my sister admitted 74.79
257.48
23.40
39.57
Docebo
DocuSign
DCBO ...
DOCU ...
cc
dd
30.88
46.03
+0.72 ...
+0.03 ...
50.64
34.43
30.92
22.91
FifthThirdBncp
FinInstitutions
FITB 3.6
FISI 4.6
11
6
36.48
25.04
+0.85 .33
+0.50 .29 79.49 36.81 GlobalFoundries GFS ... 45 67.61 +0.16 ...
82.94
7.25
48.33
1.38
IndusRealty
IN8bio
INDT 1.1
INAB ...
25
dd
57.28
1.62
+0.74 .16
+0.19 ... 22.39 13.01 KaratPkg KRT .0 11 13.48 –0.50 .35
10.13 9.75 FinStrategiesA FXCO ... 14 10.13 +0.02 ... 10.03 9.77 GlobalinkInvt GLLI ... dd 10.02 ... ... 12.58 2.15 IO Biotech IOBT ... dd 2.70 –0.19 ... 278.25 92.26 KarunaTherap KRTX ... dd 230.95 +3.95 ...
8.98 0.80 Dogness DOGZ ... 11 .97 +0.04 ...
With the Bears game on in the that she and her husband hadn’t. And 177.19 123.62 DollarTree DLTR ... 21 151.33 –12.03 ... 0.28 0.05 FinStrategiesRt FXCOR ... ... .06 ... ... 0.31
2.43
0.08
0.51
GlobalinkInvtRt
GlycoMimetics
GLLIR ...
GLYC ...
...
dd
.10
2.05
... ...
–0.20 ...
176.63 79.88 IPG Photonics IPGP ... 18 91.19 –0.03 ... 14.73
4.14
4.00
0.77
KaryopharmTherap
Katapult
KPTI
KPLT
...
...
dd
dd
4.94
.96
–0.03 ...
+0.01 ...
75.44 12.44 Domo DOMO ... dd 13.28 –0.31 ... 17.39 0.90 FinchTherap FNCH ... dd .92 –0.05 ... 30.26 17.80 i3Verticals IIIV ... dd 25.00 +2.10 ...
background, I prefaced the conver- that was one of the reasons why my 17.13 13.05 DonegalGroup A DGICA 4.3 cc 15.24 ... .165 10.55 9.82 FintechEcoA FEXD ... cc 10.15 +0.02 ... 23.69
17.59
11.57
2.83
Gogo
Gogoro
GOGO ...
GGR ... dd
7 15.85
3.46
+0.93 ...
+0.07 ... 24.33 8.85 IVERICbio ISEE ... dd 21.56 –0.09 ... 13.89
23.00
9.02
13.41
KearnyFinancial
KellyServices A
KRNY
KELYA
4.6
1.8
10
88
9.56
16.95
+0.10 .11
+0.11 .075
17.80 12.00 DonegalGroup B DGICB 4.0 cc 14.81 +0.05.1475 21.86 8.20 FinWiseBancorp FINW ... 4 9.78 +0.06 ... 10.06 9.68 IXAcqnA IXAQ ... 17 10.05 +0.02 ... 26.64 13.64 KellyServices B KELYB 1.8 88 16.84 –0.40 .075
sation with my mom’s injury and why sister wanted to have this conver- 32.61
119.46
17.10
73.32
DorchesterMnls
DormanProducts
DMLP 11.9
DORM ... 21
9 29.37
90.87
+1.32 .969
+1.04 ...
21.01
49.00
10.07
32.90
FirstAdvantage
FirstBancorpNC
FA ...
FBNC 1.8
33
15
12.99
48.81
+0.49 ...
+1.86 .22
30.66
59.96
10.79
32.53
GolarLNG
GoldenEnt
GLNG ...
GDEN ...
...
15
25.43
43.82
+1.31 ...
–0.65 ... 55.73
50.72
47.17
21.04
IcahnEnterprises
Ichor
IEP 15.7
ICHR ...
dd
11
50.83
28.17
–1.02 2.00
–0.32 ... 9.43 4.00 KemPharm KMPH ... dd 4.76 +0.12 ...
16.46 7.24 GoldenOcean GOGL26.6 3 8.82 +0.40 .35 8.69 6.90 KY FirstFedBncp KFFB 5.5 43 7.28 –0.23 .10
we needed to know about their estate sation, so she knows what to do. 16.32
2.82
8.11
0.90
DoubleDown
DouYuIntl
DDI ...
DOYU ...
dd
dd
8.44
1.15
–0.78 ...
–0.17 ...
36.80
41.23
27.42
26.95
FirstBancorp
FirstBancshares
FNLC 4.4
FBMS 2.3 12
9 31.17
34.71
–0.03 .34
+0.75 .20 16.23 11.94 GolubCapital GBDC 9.3 11 14.25 +0.81 .33 71.02
313.00
2.10
171.43
iClickInteract
Icon
ICLK ...
ICLR ...
dd
39
2.29
219.00
–0.21 ...
+2.38 ...
68.29 24.38 KerosTherap KROS ... dd 48.71 +2.42 ...
42.87 3.82 GoodRx GDRX ... dd 4.69 +0.07 ... 41.31 33.35 KeurigDrPepper KDP 2.1 30 38.25 +0.83 .20
plans. My mom was much more My mom said that she felt fine 36.57
27.95
9.77
6.75
DraftKings
DragonflyEnergy
DKNG ...
DFLI ...
dd
dd
15.14
8.23
+0.09 ...
–0.29 ...
16.76
29.73
13.02
21.66
FirstBank
FirstBusey
FRBA 1.6
BUSE 3.5 12
9 15.46
26.23
+0.21 .06
–0.20 .23 24.17
146.25
9.76
29.23
Goodyear
GooseheadIns
GT ...
GSHD ...
4
cc
11.44
39.72
+0.42 ...
+0.06 ...
27.57
21.97
2.28
6.43
Icosavax
iHeartMedia
ICVX ...
IHRT ...
dd
dd
3.06
8.02
+0.28 ...
+0.32 ...
20.48
6.56
12.07
4.00
KewauneeSci
KeyTronic
KEQU
KTCC
...
...
dd
10
16.29
4.80
–0.06 ...
–0.11 ...
35.45 24.62 DrivenBrands DRVN ... dd 30.80 –0.01 ... 39.88 28.04 FirstBusFinSvcs FBIZ 2.0 9 39.15 –0.24.1975 16.95 1.94 IkenaOncology IKNA ... dd 2.36 +0.20 ...
forthcoming than I had expected. She about our meeting, and my sister and 25.81 19.07 Dropbox DBX ... 24 22.28 ... ... 947.71 598.01 FirstCitizBcshA FCNCA .4 13 812.53 +23.39 .75 11.59
10.20
4.50
9.60
GoPro
GoresIX A
GPRO ...
GHIX ...
12
76
5.54
9.80
+0.06 ...
+0.05 ... 428.00 173.45 Illumina ILMN ... dd 218.99 –1.57 ...
10.45
18.55
9.64
4.31
KeyarchAcqn
KezarLifeSci
KYCH
KZR
...
...
cc
dd
10.05
7.46
+0.01 ...
–0.04 ...
32.49 10.04 DuckCreekTech DCT ... dd 11.09 +0.03 ... 39.39 26.51 FirstCommBkshs FCBC 3.1 14 37.33 –0.74 .29 35.75 11.56 ImagoBioSci IMGO ... dd 35.66 +18.26 ...
let us know upfront what they had in I feel more confident about what our 16.75 6.80 DuluthHoldings DLTH ... 14 8.98 +0.35 ... 4.79 2.74 FirstEagleAltCap FCRD10.0 dd 4.40 +0.04 .11
15.20
14.10
5.64
2.19
GossamerBio
Grab
GOSS ...
GRAB ...
dd
dd
8.93
2.96
–0.21 ...
–0.25 ... 5.26 0.97 Imara IMRA ... dd 4.40 –0.19 ...
80.23
23.87
54.34
16.66
Kforce
KimballElec
KFRC
KE
2.0
...
14
15
58.97
22.91
–0.94 .30
–0.39 ...
124.90 60.50 Duolingo DUOL ... dd 69.69 +1.99 ... 26.83 18.75 FirstFinBncpOH FFBC 3.5 13 25.99 +0.58 .23 7.96 1.68 GracellBiotech GRCL ... dd 3.37 –0.59 ... 7.74 0.44 iMediaBrands IMBI ... dd .58 ... ... 10.87 6.24 KimballIntl B KBAL 4.9 dd 7.40 –0.08 .09
their will, and I asked if they were parents have done and what they 15.69 4.30 DyneTherap DYN ... dd 10.70 +1.25 ... 53.62
49.90
35.74
41.50
FirstFinBkshs
FirstFinIN
FFIN 1.8
THFF 2.2
23
10
37.29
48.79
+0.39 .17
+0.50 .20
112.90 70.00 GrandCanyonEduc LOPE ... 20 111.69 +0.89 ... 7.29
24.75
4.28
3.74
Immersion
Immuneering
IMMR 1.7
IMRX ...
20
dd
7.22
6.57
+0.39 .03
–0.43 ...
18.57 1.77 KingsoftCloud KC ... dd 2.50 –0.53 ...
E 13.39 2.07 GraphiteBio GRPH ... dd 3.38 –0.21 ... 16.78 7.36 KiniksaPharm KNSA ... 8 15.76 –0.35 ...
comfortable with its current state, want. We’ll need other conversations, 10.82 5.13 EDAP TMS EDAP ... 94 10.74 +0.79 ...
17.95
28.01
14.62
13.61
FirstFinNW
FirstFoundation
FFNW 3.2
FFWM 3.2
11
6
15.12
13.88
+0.02 .12
–0.56 .11
2.77 0.63 GraybugVision GRAY ... dd .67 –0.28 ... 14.50
8.01
1.31
2.60
Immunic
ImmunityBio
IMUX ...
IBRX ...
dd
dd
1.34
5.34
–0.08 ...
+0.07 ...
21.68 5.75 KinnateBio KNTE ... dd 7.86 –1.01 ...
20.88 7.98 GreatElmCap GECC17.8 dd 10.12 –0.12 .45 24.19 2.98 Kirkland's KIRK ... dd 4.02 +0.30 ...
which they were, and who the and I will have to help them with 10.75
21.80
9.85
15.63
EsgenAcqnA
ESSA Bancorp
ESAC ...
ESSA 2.8
17
10
10.26
21.40
+0.02 ...
–0.02 .15
29.65
31.16
19.13
21.21
FirstGuarBcshs
FirstHawaiian
FGBI 2.7
FHB 3.9 14
9 23.70
26.71
–0.21 .16
+0.98 .26
2.55
16.27
1.40
6.41
GreatElm
GreatLakesDredge
GEG ...
GLDD ...
dd
22
2.12
7.17
+0.08 ...
+0.32 ...
69.06
7.77
18.43
3.10
Immunocore
Immunogen
IMCR ...
IMGN ...
dd
dd
61.54
5.15
–2.67 ...
–0.07 ...
27.50
26.00
2.08
13.78
Knightscope
KnowBe4
KSCP
KNBE
...
...
...
cc
2.15
24.71
–0.45 ...
+0.03 ...
33.86 20.07 EVO Payments EVOP ... cc 33.70 –0.01 ... 53.56 22.01 FirstInternetBncp INBK .9 6 25.61 +0.79 .06 6.88 3.51 ImmunoPrecise IPA ... dd 4.87 –0.36 ...
executor was—me. 24.74 18.00 EagleBncpMT EBMT 3.0 15 18.62 –0.28.1375 46.34 32.40 FirstInterBanc FIBK 4.2 24 44.57 +0.41 .47
64.16
41.25
50.30
26.09
GreatSouthernBncp
GreenPlains
GSBC 2.6
GPRE ...
12
dd
62.25
34.38
–0.01 .40
+0.56 ... 13.48 3.15 Immunovant IMVT ... dd 13.22 +0.02 ...
100.17
170.40
4.90
20.40
KodiakSciences
KornitDigital
KOD
KRNT
...
...
dd
dd
7.54
25.19
–0.04 ...
–0.04 ...
78.75 37.05 EagleBulkShip EGLE 13.5 3 53.14 +3.71 1.80 46.12 34.07 FirstMerchants FRME 2.9 12 43.59 +0.12 .32 3.64 1.47 Immutep IMMP ... dd 2.27 +0.33 ...
I then went through my list of 56.43 24.35 EaglePharm EGRX ... 22 35.89 –1.67 ... 45.00 31.61 FirstMidBcshs FMBH 2.7 10 34.43 +0.41 .23
15.32
10.25
11.05
9.78
GreenPlainsPtrs
GreenVisorI A
GPP 14.9
GVCI ... 17
7 12.24
10.25
–0.16 .455
+0.02 ... 10.75 2.55 ImpelPharm IMPL ... dd 2.72 +0.04 ...
44.87
22.26
32.73
9.06
KraftHeinz
KratosDefense
KHC
KTOS
4.1
...
40
dd
38.90
9.35
+0.80 .40
–0.09 ...
8.55 0.48 Eargo EAR ... dd .56 +0.04 ...
Graying Population
23.77 14.50 FirstNWBncp FNWB 1.9 9 15.03 –0.22 .07 22.11 0.53 GreenidgeGen GREE ... dd .59 +0.03 ... 124.52 39.74 Impinj PI ... dd 121.96 +7.01 ... 19.55 11.25 KrispyKreme DNUT .9 dd 15.98 +0.75 .035
questions about the four key estate- 93.51
22.35
61.65
17.98
EastWestBncp
EasternBankshares
EWBC 2.3
EBC 2.1
10
17
69.73
19.28
+2.50 .40
+0.42 .10
173.21
59.94
59.60
42.29
FirstSolar
1stSource
FSLR ...
SRCE 2.2
cc
12
171.43
57.06
+4.83 ...
–0.18 .32
26.20 0.42 Greenlane GNLN ... dd .49 +0.01 ... 100.00
90.00
50.50
3.26
InariMedical
Incannex
NARI ...
IXHL ...
dd
dd
75.00
4.14
–2.93 ...
–0.30 ...
15.80 1.88 KronosBio KRON ... dd 1.91 –0.22 ...
15.80 1.09 GreenLightBio GRNA ... dd 1.40 +0.08 ... 102.99 38.86 KrystalBiotech KRYS ... dd 78.72 +1.35 ...
planning documents people need to There are now nearly 12 million 28.32
56.40
17.10
5.06
Eastern
EbangIntl
EML 2.0
EBON ...
10
dd
22.50
5.10
+0.10 .11
–2.75 ...
24.50
21.49
16.18
11.57
FirstUnited
FirstWatchRest
FUNC 2.9
FWRG ...
5
cc
20.41
15.70
+1.37 .15
+0.92 ...
8.56
13.34
6.51
5.71
GreenlightCapRe
Grifols
GLRE ...
GRFS ...
23
93
7.92
8.17
+0.03 ...
+0.64 ...
10.35
0.27
9.71
0.07
InceptionGrowth
InceptionGrowthRt
IGTA ...
IGTAR ...
dd
...
10.05
.08
+0.04 ...
... ...
73.45
19.93
35.95
10.41
Kulicke&Soffa
KuraOncology
KLIC
KURA
1.6
... dd
7 47.09
14.86
–1.27 .19
–0.23 ...
have: durable power of attorney, Americans over 80, including some 73.60
44.42
35.92
12.50
eBay
Ebix
EBAY 2.0
EBIX 1.6
dd
8
45.04
19.32
–0.64 .22
+0.79 .075
34.20
100.00
24.07
58.30
FirstWesternFin
FirstCash
MYFW ...
FCFS 1.4
16
21
29.69
93.32
+0.69 ...
+3.32 .33
28.98
14.42
13.16
1.71
GrindrodShipping
Gritstone
GRIN 13.0
GRTS ...
...
dd
25.85
3.16
–0.09 5.00
–0.16 ...
84.86
89.46
63.40
74.28
Incyte
IndependentBank
INCY ...
INDB 2.3
20
22
78.26
88.91
+0.81 ...
+2.53 .51
96.60
66.45
30.95
13.15
KuraSushiUSA
KymeraTherap
KRUS
KYMR
...
...
dd
dd
65.45
27.77
+2.07 ...
–1.07 ...
29.41 15.26 EchoStar SATS ... 28 17.44 –0.07 ... 4.48 1.07 FirsthandTechVal SVVC ... dd 1.17 –0.03 ... 26.00 17.87 IndepBankMI IBCP 3.6 9 24.63 +0.28 .22
BY DEBBIE CARLSON health for their ages, my mom fell financial power of attorney, healthcare 7.1 million women and 4.8 million men. 22.41 5.41 EdgewiseTherap EWTX ... dd 9.82 –0.18 ... 199.09 112.44 FirstService FSV .6 50 127.77 +3.78.2025
46.37 23.69 GroceryOutlet GO ... 55 30.45 +0.13 ...
79.66 60.17 IndependentBank IBTX 2.3 13 66.14 +1.60 .38 L
T
31.15 6.35 Groupon GRPN ... dd 8.40 +0.15 ...
MAGENTA
BLACK
CYAN
YELLOW
5.55 0.79 Edgio EGIO ... dd 1.50 +0.06 ... 110.99 87.03 Fiserv FISV ... 32 102.49 +2.63 ... 10.30 9.60 GrowthforGoodA GFGD ... dd 9.96 ... ... 25.73 3.32 IndLogistics ILPT 1.0 dd 4.04 +0.58 .01 10.71 9.72 LamfGlbI A LGVC ... cc 10.19 +0.03 ...
and injured her hip this fall. She proxy, and pre-need guardian. They 33.86 9.59 EditasMedicine EDIT ... dd 10.03 –0.92 ... 214.50 109.49 FiveBelow FIVE ... 38 161.63 +6.81 ... 0.25 ... GrowthforGoodRt GFGDR ... ... .08 –0.02 ... 10.11 9.83 IndlTechII A ITAQ ... 54 10.08 –0.01 ... 10.15 9.83 LavaMedtech LVAC ... 7 10.15 +0.03 ...
9.87 2.00 EducDev EDUC14.5 10 2.76 –0.11 .10 49.50 9.02 5EAdvMatls FEAM ... ... 11.63 +0.70 ... 71.86 44.86 GrAeroportuario OMAB 5.3 19 70.76 +0.97.4944 9.86 4.26 Infinera INFN ... dd 6.50 +0.03 ... 7.89 2.28 LavaTherap LVTX ... ... 5.75 +0.46 ...
en years ago, I tried to is on the mend, but it was a sign that have one out of those four, so it’s going 22.50
27.89
3.32
2.67
EHang
eHealth
EH ...
EHTH ...
dd
dd
4.57
3.07
–0.41 ...
–0.20 ...
146.46
33.98
46.61
23.57
Five9
FiveStarBncp
FIVN ...
FSBC 2.2
dd
11
60.68
27.84
+2.50 ...
–0.49 .15
44.60 33.78 GuarantyBcshrs GNTY 2.5 10 35.11 –0.69 .22 2.81
5.57
0.46
0.78
InfinityPharm
InflaRx
INFI ...
IFRX ...
dd
dd
.54
2.50
–0.07 ...
–0.05 ...
10.16 9.86 LFCapAcqnIIA LFAC ... cc 10.14 ... ...
111.48 27.65 GuardantHealth GH ... dd 51.52 +3.35 ... 160.59 71.73 LGI Homes LGIH ... 6 96.87 +3.63 ...
talk to my parents about I couldn’t wait to have this delicate to be my job to get them the rest. Mom 10.02 3.53 EigerBioPharma EIGR ... dd 4.08 +0.04 ... 21.05 13.63 Flex FLEX ... 12 20.79 +0.56 ... 5.74 3.10 GulfIslandFab GIFI ... dd 5.58 +0.02 ... 8.74 4.50 InfoSvcsGrp III 3.0 14 5.36 –0.21 .04 169.84 108.42 LHC Group LHCG ... 82 168.28 +0.05 ...
Illustration by Lynne Carty/Barron’s; Dreamstime (3)
22.11 2.87 8x8 EGHT ... dd 4.30 +0.09 ... 31.38 13.46 Flexsteel FLXS 3.8 dd 15.71 +0.27 .15 6.23 3.06 Gulf Resources GURE ... 3 3.55 –0.09 ... 102.88 74.63 InglesMarkets IMKTA .7 7 98.62 +1.33 .165 60.43 42.36 LKQ LKQ 2.0 13 54.86 +0.84 .275
estate planning, and the conversation. also said they have a living will, and 15.07
14.79
2.00
8.15
89bio
ElPolloLoco
ETNB ...
LOCO .0
dd
19
8.35
10.69
–0.17 ...
–0.12 1.50
36.71
2.45
4.96
1.05
FluenceEnergy
Fluent
FLNC ...
FLNT ...
dd
dd
18.56
1.38
+2.87 ...
+0.07 ... H
45.99
86.83
7.67
20.60
Inhibrx
InMode
INBX ...
INMD ...
dd
17
30.33
36.08
+1.37 ...
–0.03 ...
271.56
11.44
140.65
5.41
LPL Financial
LSI Inds
LPLA
LYTS
.4
1.8
30
17
231.76
11.04
+13.54 .25
+0.50 .05
244.80 144.72 ElbitSystems ESLT 1.1 36 189.73 –3.50 .50 25.95 19.30 FlushingFin FFIC 4.2 8 20.77 +0.01 .22 47.13 26.12 H&E Equipment HEES 2.6 17 41.93 +1.01 .275 5.38 1.92 InnatePharma IPHA ... dd 2.22 –0.02 ... 15.25 12.73 LakeShoreBancorp LSBK 5.6 12 12.83 –0.08 .18
conversation lasted about I’m not alone in this situation. 2020 that, along with the standard will, both 142.79 109.24 ElectronicArts EA .6 40 129.50 –0.58 .19 43.17 14.56 Flywire FLYW ... dd 20.97 –0.02 ... 22.48 16.09 HBT Finl HBT 3.2 10 20.16 –0.53 .16 9.00 2.78 Innodata INOD ... dd 3.24 +0.13 ... 20.69 13.91 LakelandBcp LBAI 3.1 12 18.84 +0.38 .145
7.50 0.86 ElevationOnc ELEV ... dd 1.01 +0.09 ... 67.28 30.27 FocusFinPtrs FOCS ... 26 38.81 +1.13 ... 10.55 9.87 HCM Acqn A HCMA ... 28 10.20 +0.01 ... 115.66 81.00 Innospec IOSP 1.2 21 111.20 +0.19 .65 85.71 64.05 LakelandFin LKFN 2.0 20 78.23 +1.97 .40
a minute, with my mom Census Bureau data show that 12 are in a safe-deposit box at their bank. 15.83 2.52 EliemTherap ELYM ... dd 2.81 +0.10 ... 10.44 9.68 FocusImpact FIAC ... 21 10.09 +0.01 ... 3.32 1.76 HCW Biologics HCWB ... dd 2.28 –0.01 ... 9.15 3.39 InnovAge INNV ... dd 6.89 –0.43 ... 22.21 11.13 LakelandInd LAKE ... 25 13.60 +0.04 ...
209.80 4.15 EmbarkTech EMBK ... dd 4.70 –0.17 ... 16.50 5.90 FocusUniversal FCUV ... dd 11.83 +0.11 ... 25.98 21.87 HMN Fin HMNF 1.1 13 22.60 –0.17 .06 9.90 5.77 InnovSolSuprt ISSC ... 30 9.40 –0.10 ... 10.15 9.89 LakeshoreAcqnII LBBB ... dd 10.11 ... ...
saying that it was taken million Americans are over 80. In Mom pays bills online, and showed Male Female 63.00 23.62 Embecta EMBC 1.8 5 33.04 +1.17 .15 24.34 7.01 FoghornTherap FHTX ... dd 7.44 –1.05 ... 3.49 0.99 Hookipa HOOK ... dd 1.03 –0.08 ... 20.71 11.57 Innoviva INVA ... 4 13.04 –0.51 ... 731.85 299.59 LamResearch LRCX 1.5 13 453.25 –3.451.725
10.28 9.96 EmbraceChange EMCG ... ... 10.16 +0.03 ... 10.55 9.86 ForbionEuroA FRBN ... dd 10.21 +0.01 ... 36.37 7.39 HutchmedChina HCM ... ... 10.71 –0.06 ... 36.30 19.48 Inogen INGN ... dd 23.10 +0.23 ... 124.32 81.10 LamarAdv LAMR 4.8 21 99.98 +3.50 1.20
care of, and wouldn’t many places, a quarter of people are me where she keeps her passwords. 40.2 59.8 0.15 0.08 EmbraceChangeRt EMCGR ... ... .09 –0.01 ... 47.48 18.15 FormFactor FORM ... 20 22.82 +0.18 ... 45.98 21.98 H World HTHT .0 dd 33.34 –4.04 .21 7.77 1.38 InovioPharma INO ... dd 2.01 –0.12 ... 214.00 116.85 LancasterColony LANC 1.7 59 205.32 +0.35 .85
P2BW332000-0-W01600-1--------XA
7.85 1.36 Emcore EMKR ... dd 1.48 –0.05 ... 124.83 73.00 FormulaSys FORTY 1.3 15 77.23 –2.80 .671 24.78 16.92 HackettGroup HCKT 1.9 16 22.80 +0.08 .11 8.75 1.39 InozymePharma INZY ... dd 1.42 –0.12 ... 30.00 24.16 LandmarkBncp LARK 3.3 11 25.65 –0.10 .20
Composite C M Y K
elaborate on what “it” was. over 65. Research from Cerulli We talked about adding me or my 10.15
28.37
9.75
18.76
EM Horizon A
Enact
HORI ...
ACT 2.3
14
6
10.15
24.52
+0.01 ...
+0.51 1.12
60.90
74.35
33.49
42.61
ForresterRes
Fortinet
FORR ...
FTNT ...
21
58
35.10
52.91
+0.58 ...
+0.76 ...
43.53
4.72
15.23
0.70
HainCelestial
HallmarkFin
HAIN
HALL
...
...
29
dd
20.64
.72
+0.29 ...
–0.01 ...
6.88
111.02
1.28
81.11
Inseego
InsightEnt
INSG ...
NSIT ...
dd
15
1.33
104.95
–0.01 ...
+3.05 ...
8.44
182.00
0.21
137.15
LandosBio
LandstarSystem
LABP
LSTR
...
.7
dd
14
.25
172.72
+0.01 ...
+6.73 .30
92.90 37.59 EnantaPharma ENTA ... dd 41.58 –5.24 ... 10.64 9.88 FortuneRiseA FRLA ... dd 10.23 +0.01 ... 55.16 31.36 HalozymeTherap HALO ... 37 54.67 +1.73 ... 30.49 16.41 Insmed INSM ... dd 18.41 –1.09 ... 87.47 23.51 Lantheus LNTH ... 39 58.45 +0.75 ...
My halfhearted attempts since Associates suggests that $84.4 trillion sister to their checking account in 72.73 44.06 EncoreCapital ECPG ... 4 49.66 +0.19 ... 125.71 84.04 ForwardAir FWRD .9 16 110.64 +0.01 .24 111.27 55.81 HamiltonLane HLNE 2.1 20 74.42 +0.77 .40 108.00 1.71 Inspirato ISPO ... dd 1.81 –0.06 ... 14.27 4.75 Largo LGO ... 25 5.64 +0.52 ...
155.35 94.39 EncoreWire WIRE .1 4 148.81 +4.91 .02 14.58 3.25 Fossil FOSL ... dd 4.79 –0.05 ... 59.82 41.62 HancockWhitney HWC 2.0 9 54.18 +1.39 .27 23.22 1.38 InstilBio TIL ... dd 1.40 –0.27 ... 11.31 1.53 LarimarTherap LRMR ... dd 3.17 +0.10 ...
then went nowhere, but this year I will be transferred between gener- case they need our help to pay bills. 11.36
26.34
9.87
16.92
EnergemA
EnergyRecovery
ENCP ...
ERII ...
cc
83
10.18
22.27
–0.18 ...
+0.94 ...
16.37 9.01 FosterLB FSTR ... dd 10.20 –0.80 ... 28.84 21.29 HanmiFinancial HAFC 3.7 8 26.83 +0.75 .25 320.00 181.00 Insulet PODD ... cc 293.70 –1.83 ... 10.38 9.80 LarkspurHlthA LSPR ... dd 10.19 +0.05 ...
24.82 5.32 4D Molecular FDMT ... dd 22.88 +0.89 ... 24.68 19.06 HanoverBancorp HNVR 1.9 5 20.56 +0.42 .10 29.29 13.52 Intapp INTA ... dd 21.75 –0.21 ... 10.51 9.88 LatAmGrowthA LATG ... 16 10.20 +0.02 ...
knew I had to get beyond my parents’ ations and charities through 2045. I asked if she could write out a list 36.99
324.84
7.26
113.40
Enovix
EnphaseEnergy
ENVX ...
ENPH ...
dd
cc
12.64
319.42
–0.26 ...
+7.48 ...
44.95
40.91
28.02
26.35
FoxA
FoxB
FOXA 1.6
FOX 1.7
16
15
31.29
29.45
+0.36 .25
+0.31 .25
15.57
15.80
12.82
8.25
HarborOneBncp
Harmonic
HONE
HLIT
1.9
...
15
39
14.69
14.91
+0.40 .07
+0.21 ...
69.95
10.77
40.67
9.71
IntegraLifeSci
IntegralAcqn1
IART ...
INTE ...
26
dd
54.00
10.02
+0.64 ...
+0.02 ...
8.82
27.25
0.80
2.75
Latch
Latham
LTCH
SWIM
...
...
dd
53
1.05
3.54
+0.08 ...
+0.65 ...
reticence to talk. While both my mom, I knew that my parents had a will of medications they take, and compile 95.14
286.89
70.29
169.04
EnsignGroup
EnstarGroup
ENSG .2
ESGR ...
25
dd
94.12
211.28
+1.62 .055
+9.62 ...
188.48
55.10
69.28
22.93
FoxFactory
Franchise
FOXF ...
FRG 9.7
24
16
106.30
25.76
+0.15 ...
+0.11 .625
61.55
8.20
31.54
0.68
HarmonyBio
HarpoonTherap
HRMY
HARP
...
...
23
dd
58.09
.69
+1.08 ...
–0.04 ...
23.91
56.28
6.63
24.59
IntegralAd
Intel
IAS ...
INTC 5.0
dd
9
9.66
29.34
+0.26 ...
–0.53 .365
81.47
13.35
43.41
9.71
LatticeSemi
LaureateEduc
LSCC
LAUR
...
.0
62
40
68.99
10.31
+1.84 ...
+0.10 .68
157.49 61.75 Entegris ENTG .5 38 75.79 +2.45 .10 96.19 68.27 FranklinElec FELE .9 21 84.26 –0.36 .195 130.33 37.08 IntelliaTherap NTLA ... dd 49.68 +0.90 ...
84-year-old Wilhelmina Gorworow- and had made cremation arrange- a contact list of important people: 46.48 28.57 EnterpriseBncp EBTC 2.4 10 34.42 +0.13 .205 2.75 0.60 FreelineTherap FRLN ... dd .66 +0.03 ...
13.29
17.88
5.40
6.34
HarrowHealth
Harte-Hanks
HROW
HHS
...
...
dd
5
10.87
10.45
+0.40 ...
+0.12 ... 5.84 1.33 Intellicheck IDN ... dd 2.40 +0.30 ...
11.58
3.45
0.59
0.55
Leafly
LeapTherap
LFLY
LPTX
...
... dd
8 .71
.59
+0.05 ...
–0.02 ...
54.31 39.64 EnterpriseFinSvcs EFSC 1.8 10 52.68 +0.72 .24 6.90 3.06 FreightCarAmer RAIL ... dd 3.65 –0.38 ... 7.36 2.10 HarvardBioSci HBIO ... dd 2.41 +0.13 ... 10.93 9.86 IntelligentMedA IQMD ... ... 10.19 +0.05 ... 44.43 16.85 LeeEnterprises LEE ... 11 18.10 +0.44 ...
ski, and stepfather, 89-year-old Gene ments, but I didn’t know what other doctors, financial advisor, attorney, Source: Census Bureau, Current Population Survey, 10.95 9.80 Ent4.0TechAcqnA ENTF ... ... 10.21 +0.02 ... 10.18 4.92 FrequencyElec FEIM ... dd 5.43 +0.18 ... 105.73 55.15 Hasbro HAS 4.5 21 62.10 +2.58 .70 4.63 2.05 Inter INTR ... ... 2.36 +0.11 ... 28.84 11.96 LegacyHousing LEGH ... 7 17.95 +0.78 ...
4.38 0.53 EnthusiastGaming EGLX ... dd .61 +0.03 ... 5.90 1.00 FrequencyTherap FREQ ... dd 1.98 –0.04 ... 102.95 21.50 HashiCorp HCP ... dd 27.50 +2.82 ... 108.35 64.52 InterParfums IPAR 2.2 28 91.66 +3.64 .50 19.75 7.53 LegalZoom LZ ... dd 8.95 –0.05 ...
Gorworowski, are in relatively good planning they had done. My parents neighbors, and close friends. Annual Social and Econimic Supplement, 2019 31.86 5.12 EntradaTherap TRDA ... dd 14.75 –3.12 ... 118.77 36.02 Freshpet FRPT ... dd 66.72 +2.66 ... 21.71 12.76 HawaiianHoldings HA ... dd 14.04 –0.14 ... 82.83 52.18 InteractiveBrkrs IBKR .5 25 77.69 +2.63 .10 10.15 9.73 LegatoMergerII LGTO ... cc 10.03 –0.01 ...
D ATA NASDAQ ISSUES B A R R ON S .C OM / D ATA

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
57.67 30.76 LegendBiotech LEGN ... dd 48.11 –4.00 ... 6.77 2.14 Mesoblast MESO ... dd 3.33 +0.24 ... 149.15 67.40 Nova NVMI ... 21 85.58 –0.72 ... 186.62 153.37 PepsiCo PEP 2.5 26 184.11 +2.78 1.15 18.64 5.95 RedRobin RRGB ... dd 8.16 –0.37 ...
56.38 38.32 LeMaitreVascular LMAT 1.1 48 46.16 +0.69 .125 352.71 88.09 MetaPlatforms META ... 11 111.41 –0.64 ... 177.50 110.84 Novanta NOVT ... 79 159.52 +4.37 ... 14.71 9.65 PerdoceoEduc PRDO ... 9 14.15 +0.05 ... 55.84 30.98 RedRockResorts RRR 2.2 13 44.48 +1.29 .25
143.09 20.05 LendingTree TREE ... dd 23.59 +1.02 ... 10.49 9.80 MetalSkyStar MSSA ... ... 10.13 +0.07 ... 236.50 16.00 Novavax NVAX ... dd 16.54 –3.12 ... 13.22 5.47 PerellaWeinberg PWP 2.8 ... 9.82 +0.56 .07 42.99 3.08 Redfin RDFN ... dd 5.23 +0.14 ...
6.07 3.02 LesakaTech LSAK ... dd 4.18 +0.22 ... 56.79 28.73 Methanex MEOH 1.7 6 40.29 +1.79 .175 104.12 56.39 Novocure NVCR ... dd 75.00 –2.49 ... 141.74 59.79 Perficient PRFT ... 31 69.44 +0.44 ... 3.37 0.25 RedHillBio RDHL ... dd .39 –0.09 ...
24.40 12.79 Leslie's LESL ... 20 15.25 –0.07 ... 29.80 18.61 MetroCityBkshs MCBS 2.7 8 22.64 +0.10 .15 24.00 4.40 Novonix NVX ... dd 6.48 –0.13 ... 3.41 1.72 PerformantFin PFMT ... dd 2.40 ... ... 10.03 9.78 RedwoodsAcqn RWOD ... ... 9.97 ... ...
5.03 1.31 LexiconPharm LXRX ... dd 2.13 –0.09 ... 90.00 54.33 MicrochipTech MCHP 1.7 23 75.67 +1.50 .301 10.20 9.94 NubiaBrandA NUBI ... ... 10.17 +0.05 ... 27.40 16.41 PerionNetwork PERI ... 16 27.28 +1.47 ... 0.20 0.07 RedwoodsAcqnRt RWODR ... ... .12 +0.04 ...
4.67 1.26 LexinFintech LX ... 2 1.55 –0.22 ... 98.45 48.45 MicronTech MU .7 8 58.41 –0.17 .115 3.32 0.52 NuCana NCNA ... dd .97 –0.03 ... 15.70 7.05 Perma-PipeIntl PPIH ... 18 9.55 +0.30 ... 78.78 51.97 RegencyCtrs REG 3.9 25 66.27 +0.68 .65
41.49 12.52 LiAuto LI ... dd 16.81 –1.07 ... 344.30 213.43 Microsoft MSFT 1.1 27 247.49 +6.27 .68 32.18 7.52 NurixTherap NRIX ... dd 11.86 –1.14 ... 15.28 2.18 Personalis PSNL ... dd 2.55 +0.22 ... 769.63 538.01 RegenPharm REGN ... 16 736.23 –0.50 ...
16.11 1.07 LianBio LIAN ... dd 1.69 +0.19 ... 743.99 134.09 MicroStrategy MSTR ... dd 183.00 +12.88 ... 35.56 13.44 Nutanix NTNX ... dd 28.71 +0.18 ... 22.75 9.14 PetcoHealth WOOF ... 22 9.90 +0.29 ... 10.23 9.94 RelativityAcqnA RACY ... 52 10.22 +0.13 ...
164.00 72.78 LibertyBroadbandA LBRDA ... 10 89.72 +3.60 ... 9.54 1.49 Microvast MVST ... dd 2.17 –0.12 ... 40.43 7.09 Nuvalent NUVL ... dd 32.25 +1.40 ... 25.40 6.66 PetIQ PETQ ... dd 11.54 +0.13 ... 35.36 12.65 RelayTherap RLAY ... dd 18.62 –0.29 ...
164.82 71.70 LibertyBroadbandC LBRDK ... 10 90.35 +4.09 ... 7.53 2.50 MicroVision MVIS ... dd 3.01 –0.12 ... 60.47 35.17 Nuvasive NUVA ... dd 38.08 +1.91 ... 29.53 18.22 PetMedExpress PETS 6.0 26 19.88 +0.63 .30 38.68 5.12 RelmadaTherap RLMD ... dd 5.25 –0.69 ...
29.08 15.22 LibertyGlobal A LBTYA ... 2 20.06 +0.76 ... 34.99 24.81 MidPennBancorp MPB 2.3 14 34.17 +0.71 .20 101.03 24.73 Nuvei NVEI ... 71 29.00 –0.98 ... 12.98 6.10 Pharming PHAR ... 27 11.76 +0.31 ... 25.88 6.66 RemitlyGlobal RELY ... dd 10.77 +0.26 ...
30.30 16.30 LibertyGlobal B LBTYB ... 2 19.60 –0.23 ... 13.99 10.01 MidCapFin MFIC 10.2 17 12.50 +0.22 .32 334.12 108.13 NVIDIA NVDA .1 69 162.70 +8.61 .04 27.50 2.20 Pharvaris PHVS ... ... 2.47 –0.16 ... 19.79 1.05 Renalytix RNLX ... dd 1.56 +0.04 ...
29.17 16.16 LibertyGlobal C LBTYK ... 2 20.76 +0.74 ... 201.34 120.30 Middleby MIDD ... 20 143.07 +4.15 ... 23.05 5.36 Nyxoah NYXH ... dd 5.84 +0.03 ... 20.74 6.10 PhathomPharm PHAT ... dd 9.53 –0.56 ... 41.77 27.61 Renasant RNST 2.1 15 41.01 +1.27 .22
12.37 5.90 LibertyLatAmA LILA ... dd 7.74 –0.20 ... 121.43 74.20 MiddlesexWater MSEX 1.3 39 94.75 +1.06.3125 O 43.00 32.61 Phenixfin PFX .0 dd 34.87 –0.11 .121 10.00 1.92 ReneoPharm RPHM ... dd 2.35 –0.09 ...
12.15 5.88 LibertyLatAmC LILAK ... dd 7.80 –0.12 ... 30.60 23.48 MidlandStBncp MSBI 4.3 7 26.81 +0.21 .29 22.52 12.14 PhibroAnimal PAHC 3.9 11 12.42 –0.06 .12 8.97 5.02 ReNewEnergy RNW ... dd 6.21 +0.03 ...
64.70 45.01 LibertyFormOne A FWONA ... dd 53.73 +1.86 ... 35.58 27.17 MidWestOneFin MOFG 2.8 9 34.47 –0.03.2375 48.00 28.85 ODP ODP ... dd 46.37 +0.03 ... 36.35 27.07 PhillipsEdison PECO 3.5 cc 32.07 +0.51.0933 51.98 16.82 Rent-A-Center RCII 6.1 75 22.34 +0.45 .34
71.17 50.00 LibertyFormOne C FWONK ... dd 59.84 +2.23 ... 9.85 3.98 MilestonePharm MIST ... dd 5.00 +0.43 ... 14.86 10.25 OP Bancorp OPBK 4.1 5 11.69 +0.18 .12 11.76 9.71 PhoenixBiotech PBAX ... dd 10.22 +0.02 ... 16.00 1.10 RenttheRunway RENT ... dd 1.30 +0.06 ...
34.54 24.50 LibertyBraves A BATRA ... 30 33.49 –0.27 ... 41.69 15.54 MillerKnoll MLKN 3.3 29 22.89 +0.25.1875 5.25 1.43 OPKO Health OPK ... dd 1.47 –0.15 ... 25.81 13.16 Photronics PLAB ... 11 18.69 –0.33 ... 27.40 8.07 RepareTherap RPTX ... dd 16.06 –2.07 ...
34.15 23.34 LibertyBraves C BATRK ... 30 33.11 –0.11 ... 32.12 10.22 MillicomIntl TIGO ... 3 13.95 +0.48 ... 10.04 9.70 OPYAcqnIA OHAA ... dd 10.02 +0.07 ... 34.66 20.23 PilgrimPride PPC ... 7 26.08 +0.75 ... 300.23 137.21 Repligen RGEN ... 59 171.58 –4.35 ...
52.62 34.40 LibertySirius A LSXMA ... 16 43.62 +1.32 ... 3.28 2.03 Mind CTI MNDO 12.1 8 2.15 –0.04 .26 858.38 562.90 OReillyAuto ORLY ... 26 855.97 +17.70 ... 74.84 23.21 Pinduoduo PDD ... 31 65.75 –4.40 ... 31.19 13.05 Replimune REPL ... dd 19.99 +0.96 ...
52.43 34.34 LibertySirius C LSXMK ... 16 43.44 +1.46 ... 6.98 0.16 MinervaSurgical UTRS ... dd .18 –0.04 ... 103.17 69.31 OSI Systems OSIS ... 15 89.36 +1.23 ... 111.31 67.86 PinnacleFinPtrs PNFP 1.0 12 84.10 +2.67 .22 54.57 38.17 RepublicBcpKYA RBCAA 3.1 9 43.88 –0.23 .341
10.17 9.78 LibertyRscsA LIBY ... dd 10.16 +0.03 ... 154.17 32.96 MiratiTherap MRTX ... dd 98.62 +21.87 ... 5.63 2.85 O2MicroIntl OIIM ... dd 4.43 ... ... 7.10 0.25 PintecTech PT ... dd .38 ... ... 5.67 2.53 RepublicFirstBncp FRBK ... 11 2.82 +0.13 ...
93.67 8.43 LibertyTripAdvB LTRPB ... 37 26.25 –0.65 ... 30.55 12.82 MirumPharm MIRM ... dd 19.87 +0.23 ... 7.81 5.86 OaktreeSpec OCSL 9.4 44 7.16 +0.02 .14 5.52 1.34 Pixelworks PXLW ... dd 1.48 –0.03 ... 10.84 4.42 ReservoirMedia RSVR ... 25 6.00 –0.07 ...
2.73 0.61 LibertyTripAdvA LTRPA ... 1 .84 –0.07 ... 165.00 1.26 Missfresh MF ... ... 1.67 –0.03 ... 10.23 1.58 Oatly OTLY ... dd 1.60 –0.35 ... 12.75 8.64 PlainsAllAmPipe PAA 7.1 8 12.27 –0.07.2175 23.18 15.69 ResourcesConnect RGP 2.9 9 19.30 +0.27 .14
12.04 7.65 LifecoreBiomed LFCR ... dd 8.37 –0.47 ... 19.21 11.04 MissionProduce AVO ... 48 16.43 +0.10 ... 2.45 0.13 ObsEva OBSV ... dd .18 +0.02 ... 13.38 9.24 PlainsGP PAGP 6.7 12 12.94 –0.07.2175 20.09 13.35 RetailOppor ROIC 4.0 37 14.92 –0.13 .15
4.98 1.80 LifeMD LFMD ... dd 2.64 +0.13 ... 31.88 24.85 Mobileye MBLY ... dd 29.40 +0.98 ... 24.25 18.24 OceanFirstFin OCFC 3.4 12 23.39 +0.44 .20 9.81 5.35 PlayaHotels PLYA ... 14 5.93 –0.06 ... 21.12 1.19 ReunionNeuro REUN .0 dd 1.31 –0.14 .017
11.25 4.77 LifeStanceHealth LFST ... dd 5.10 +0.12 ... 10.44 9.96 MobivAcqn MOBV ... ... 10.18 +0.08 ... 7.39 2.77 OcularTherapeutix OCUL ... dd 3.02 +0.04 ... 6.60 3.24 Playstudios MYPS ... dd 4.25 +0.16 ... 30.95 11.27 RevanceTherap RVNC ... dd 23.01 +0.39 ...
17.37 6.38 LifetimeBrands LCUT 2.1 dd 8.00 –0.25.0425 376.65 115.03 Moderna MRNA ... 6 176.40 –5.19 ... 28.25 12.17 OfficePropIncm OPI 14.7 cc 14.98 +0.21 .55 21.45 8.39 Playtika PLTK ... 13 9.33 –0.13 ... 10.35 9.66 RevelstoneCapA RCAC ... cc 9.96 ... ...
9.00 4.55 LifewayFoods LWAY ... cc 7.45 –0.07 ... 154.31 75.00 ModivCare MODV ... dd 84.26 –0.70 ... 32.49 22.68 OhioValleyBanc OVBC 2.9 11 28.55 –1.23 .21 109.10 72.88 Plexus PLXS ... 22 108.39 +1.43 ... 28.32 14.08 RevolutionMed RVMD ... dd 21.87 +1.46 ...
102.79 45.25 LigandPharm LGND ... dd 73.61 –3.74 ... 32.04 5.50 MolecularPtrs MOLN ... 2 6.57 –0.09 ... 244.18 44.12 Okta OKTA ... dd 50.09 +0.23 ... 26.25 3.97 PliantTherap PLRX ... dd 19.70 –0.39 ... 32.29 24.54 ReynoldsCnsmr REYN 2.9 26 32.06 +0.55 .23
70.66 40.10 Light&Wonder LNW ... dd 65.45 +0.98 ... 4.58 0.54 MolecularTemp MTEM ... dd .59 ... ... 30.41 3.80 Olaplex OLPX ... 13 5.46 –0.24 ... 14.50 4.00 PolestarAuto PSNY ... dd 8.00 +1.68 ... 30.98 3.04 RhythmPharm RYTM ... dd 24.82 –0.80 ...
9.07 1.39 Lilium LILM ... ... 1.46 –0.12 ... 22.56 5.14 Momentive MNTV ... dd 7.52 –0.22 ... 373.58 231.31 OldDomFreight ODFL .4 25 293.99 –4.35 .30 7.75 0.65 PolyPid PYPD ... dd .75 +0.03 ... 6.42 2.19 RibbonComms RBBN ... dd 2.59 –0.16 ...
16.41 10.44 Limoneira LMNR 2.2 dd 13.76 +0.21 .075 7.91 1.07 Momentus MNTS ... dd 1.20 –0.03 ... 20.81 14.22 OldNatlBncp ONB 3.0 18 18.97 +0.33 .14 11.16 9.05 PonceFinl PDLB ... dd 9.79 +0.06 ... 26.80 10.36 RichardsonElec RELL .9 16 26.55 +4.30 .06
8.20 4.59 LincolnEduc LINC ... 8 6.85 +0.26 ... 94.26 54.01 MonarchCasino MCRI ... 19 82.93 +0.49 ... 17.80 11.95 Old2ndBcp OSBC 1.1 25 17.46 –0.06 .05 10.61 9.95 PonoCapTwoA PTWO ... ... 10.10 –0.01 ... 3.52 0.64 RigelPharm RIGL ... dd .75 –0.01 ...
150.68 118.17 LincolnElectric LECO ... 20 148.95 +1.22 ... 373.80 73.58 monday.com MNDY ... dd 97.83 +1.06 ... 25.70 2.00 OlemaPharm OLMA ... dd 3.15 +0.52 ... 572.76 278.10 Pool POOL 1.2 17 328.82 +6.84 1.00 7.25 3.99 RiminiStreet RMNI ... 5 4.19 –0.17 ...
11.06 9.79 LionheartIII A LION ... dd 10.15 +0.01 ... 16.98 6.74 Mondee MOND ... dd 8.00 –1.18 ... 24.93 8.39 OlinkHolding OLK ... dd 22.03 –0.96 ... 3.76 0.72 PopCulture CPOP ... 7 .79 –0.06 ... 8.05 6.08 RiverviewBncp RVSB 3.2 9 7.55 +0.16 .06
26.08 11.39 LiquiditySvcs LQDT ... 9 16.68 –0.42 ... 69.47 54.72 Mondelez MDLZ 2.3 30 66.69 +1.70 .385 72.27 37.67 Ollie'sBargain OLLI ... 40 60.15 +4.20 ... 99.49 65.47 Popular BPOP 3.1 5 72.00 +2.60 .55 126.75 19.25 Rivian RIVN ... dd 29.53 –0.81 ...
326.82 192.19 Littelfuse LFUS 1.0 18 244.86 +0.23 .60 10.87 5.62 MoneyGram MGI ... 65 10.80 +0.02 ... 43.18 19.92 OlympicSteel ZEUS 1.0 4 36.43 +4.58 .09 43.62 14.84 Portillo's PTLO ... dd 20.61 –0.09 ... 29.22 6.81 Robinhood HOOD ... dd 9.39 +0.20 ...
89.69 41.82 LivaNova LIVN ... dd 53.67 +0.63 ... 570.58 135.15 MongoDB MDB ... dd 147.75 –12.13 ... 161.39 77.28 OmegaFlex OFLX 1.4 38 93.17 –0.23 .32 25.55 19.26 PortmanRidge PTMN12.2 dd 21.92 –0.48 .67 25.62 7.57 RocketPharm RCKT ... dd 18.60 +1.42 ...
94.31 28.28 LiveOakBcshs LOB .4 7 32.82 +0.48 .03 573.60 301.69 MonolithicPower MPWR .8 46 369.28 –8.03 .75 18.61 1.98 OmegaTherap OMGA ... dd 6.70 +0.32 ... 7.53 1.82 PoseidaTherap PSTX ... dd 4.36 +0.18 ... 48.91 18.00 RockyBrands RCKY 2.3 8 27.17 –0.23 .155
41.05 7.96 LivePerson LPSN ... dd 11.06 +0.42 ... 60.86 37.49 Monro MNRO 2.4 31 46.17 +1.92 .28 8.45 1.86 Omeros OMER ... dd 2.16 –0.42 ... 20.52 8.97 Poshmark POSH ... dd 17.80 +0.04 ... 9.22 5.48 RockyMtnChoc RMCF ... dd 6.11 –0.28 ...
5.45 1.40 LiveVox LVOX ... dd 1.93 –0.03 ... 104.42 71.78 MonsterBev MNST ... 46 103.37 +3.67 ... 10.50 1.91 OmniAb OABI ... dd 2.61 –0.17 ... 7.15 4.31 Potbelly PBPB ... dd 5.70 +0.01 ... 16.76 2.52 RoivantSciences ROIV ... dd 5.16 +0.16 ...
10.20 1.82 LixiangEduc LXEH ... ... 2.50 –0.12 ... 22.16 6.05 MonteRosaTherap GLUE ... dd 8.48 –0.71 ... 185.28 46.19 Omnicell OMCL ... 51 52.05 –0.59 ... 61.51 39.10 PotlatchDelt PCH 3.6 9 48.33 +1.18 .44 266.05 44.50 Roku ROKU ... dd 56.08 +0.43 ...
2.71 0.38 Lizhi LIZI ... 3 .61 –0.09 ... 10.38 9.85 MontereyBioAcqn MTRY ... dd 10.23 ... ... 10.20 9.84 OmniLitAcqnA OLIT ... cc 10.19 +0.06 ... 31.81 18.81 PowellIndustries POWL 4.0 38 26.30 –0.53 .26 74.34 6.26 Root ROOT ... dd 7.52 +0.47 ...
26.48 14.43 LoganRidgeFin LRFC ... dd 20.92 +0.42 ... 10.16 9.80 MontereyCapA MCAC ... dd 9.94 ... ... 77.28 44.76 ON Semi ON ... 19 73.40 +0.94 ... 10.47 9.70 Pwr&Digital II A XPDB ... dd 9.96 +0.01 ... 10.61 9.77 RoseHillAcqn ROSE ... 18 10.25 +0.02 ...
9.87 9.61 LogisticsInnovA LITT ... 29 9.87 +0.01 ... 0.22 0.09 MontereyCapRt MCACR ... ... .09 –0.05 ... 2.68 0.35 Oncocyte OCX ... dd .47 +0.03 ... 105.16 59.16 PowerIntegrations POWI .9 24 77.95 –0.77 .18 117.29 69.24 RossStores ROST 1.1 28 115.94 +8.35 .31
87.57 41.81 LogitechIntl LOGI 1.6 20 59.08 +0.15.9781 350.21 207.11 Morningstar MORN .6 86 246.55 +7.49 .36 6.08 0.49 Oncorus ONCR ... dd .66 –0.02 ... 6.53 2.06 PowerFleet PWFL ... dd 3.03 +0.26 ... 10.64 9.67 RothCHAcqnV ROCL ... dd 10.05 +0.05 ...
6.47 2.70 LongboardPharm LBPH ... dd 5.14 +0.44 ... 52.34 19.23 Morphic MORF ... dd 27.52 –0.96 ... 32.92 5.82 1-800-FLOWERS FLWS ... 72 8.28 +0.35 ... 10.60 9.94 PowerUpAcqn PWUP ... cc 10.24 +0.01 ... 11.84 3.14 Rover ROVR ... cc 4.67 –0.02 ...
14.43 2.30 LoopIndustries LOOP ... dd 2.75 +0.01 ... 10.30 3.70 MorphoSys MOR ... dd 3.86 –0.19 ... 7.90 5.11 180DegreeCap TURN ... dd 5.56 –0.01 ... 20.85 1.48 PraxisPrecision PRAX ... dd 1.93 –0.07 ... 147.70 84.54 RoyalGold RGLD 1.4 27 108.52 +4.12 .375
4.88 1.30 LordstownMotors RIDE ... dd 1.33 –0.19 ... 20.12 12.59 MotorcarParts MPAA ... dd 12.65 –0.63 ... 18.45 5.94 1LifeHealthcare ONEM ... dd 16.83 +0.20 ... 4.20 1.12 Precigen PGEN ... dd 1.92 –0.04 ... 44.75 36.15 RoyaltyPharma RPRX 1.8 37 42.98 +0.11 .19
7.90 0.20 Lottery.com LTRY ... dd .29 +0.03 ... 10.17 9.84 MountRainier RNER ... dd 10.16 ... ... 4.19 1.37 111 YI ... dd 2.86 +0.01 ... 9.49 1.11 PrecisionBio DTIL ... dd 1.40 –0.14 ... 13.52 0.20 RubiusTherap RUBY ... dd .22 –0.02 ...
85.13 19.42 Lovesac LOVE ... 9 25.93 +0.89 ... 10.60 9.96 MountainI A MCAA ... dd 10.36 +0.03 ... 14.04 4.77 1stdibs.com DIBS ... dd 6.20 +0.07 ... 81.97 62.02 PreferredBankLA PFBC 2.3 10 75.13 +0.80 .43 60.89 42.72 RushEnt A RUSHA 1.6 8 51.88 +0.88 .21
34.17 0.71 LoyaltyVentures LYLT ... dd 2.55 +0.56 ... 0.40 0.03 MountainCrestVRt MCAGR ... ... .18 +0.04 ... 62.79 28.23 OneWaterMarine ONEW ... 3 31.42 –0.69 ... 89.72 54.97 PreformedLine PLPC .9 9 88.10 +0.19 .20 60.01 44.18 RushEnt B RUSHB 1.6 9 53.60 +0.74 .21
8.54 1.51 LucidDiag LUCD ... dd 2.06 +0.15 ... 10.45 9.71 MountainCrestV MCAG ... dd 10.01 +0.02 ... 7.24 0.36 Ontrak OTRK ... dd .39 –0.06 ... 15.57 3.87 PreludeTherap PRLD ... dd 6.82 –0.62 ... 24.93 15.16 RuthsHospitality RUTH 3.1 15 18.18 +0.73 .14
56.70 9.97 Lucid LCID ... dd 10.02 –1.24 ... 10.55 9.93 MurphyCanyonA MURF ... ... 10.14 ... ... 24.99 6.11 OpenLending LPRO ... 9 6.96 –0.18 ... 32.89 24.35 PremierFinl PFC 4.1 10 29.51 +0.11 .30 16.99 8.80 RxSight RXST ... dd 11.96 –1.25 ...
9.63 0.32 LuciraHealth LHDX ... dd .47 +0.08 ... 17.60 3.80 Mynaric MYNA ... dd 4.52 ... ... 49.62 24.91 OpenText OTEX 3.3 55 29.80 +0.83 .243 41.72 30.82 Premier PINC 2.5 22 33.25 +0.78 .21 125.75 55.90 Ryanair RYAAY ... 17 77.31 +3.33 ...
21.29 4.00 Lulu'sFashion LVLU ... dd 4.02 –0.85 ... 28.45 15.38 MyriadGenetics MYGN ... dd 19.64 +0.62 ... 16.70 1.46 OpendoorTech OPEN ... dd 2.07 +0.35 ... 8.75 1.24 Prenetics PRE ... dd 1.82 –0.45 ... S
468.77 251.51 lululemon LULU ... 42 361.16 +13.31 ... 8.35 3.92 Opera OPRA ... dd 5.26 –0.22 ... 10.70 1.61 PrestoAutomation PRST ... 3 2.13 +0.08 ...
N 23.31 4.03 OportunFin OPRT ... dd 6.10 +0.17 ... 38.39 26.51 S&T Bancorp STBA 3.3 12 37.39 –0.09 .31
108.90 54.40 Lumentum LITE ... 35 55.83 –0.37 ... 8.50 4.51 Opthea OPT ... ... 5.09 –0.16 ... 88.30 56.29 PriceSmart PSMT 1.2 21 72.01 +1.05 .43 391.15 236.20 SBA Comm SBAC 1.0 80 296.54 +5.86 .71
18.16 5.61 LuminarTech LAZR ... dd 7.68 –0.19 ... 31.30 15.39 Napco Security NSSC ... 54 26.45 +0.45 ... 21.73 14.52 PrimeMedicine PRME ... dd 20.71 +1.31 ...
48.68 34.58 NBT Bancorp NBTB 2.5 13 47.46 +0.84 .30 6.85 3.26 OpticalCable OCC ... dd 3.92 +0.24 ... 8.10 1.70 SCYNEXIS SCYX ... dd 2.45 +0.18 ...
10.61 0.77 LumiraDx LMDX ... dd 1.46 +0.30 ... 4.30 1.46 Optinose OPTN ... dd 1.88 –0.02 ... 10.40 9.88 PrimeNumberI A PNAC ... ... 10.04 +0.04 ... 64.29 46.30 SEI Investments SEIC 1.3 17 62.56 +1.66 .40
10.27 4.47 LumosPharma LUMO ... dd 5.43 +0.62 ... 19.14 2.92 NGM Biopharm NGM ... dd 5.37 –0.11 ... 16.15 11.99 PrimisFinl FRST 3.2 14 12.43 –0.05 .10
312.00 164.65 NICE NICE ... 52 191.88 –5.46 ... 35.87 21.32 OptionCare OPCH ... 29 28.84 +0.15 ... 10.22 9.93 ShuaaPtrsI A SHUA ... dd 10.22 +0.01 ...
14.74 11.28 LutherBurbank LBC 4.1 7 11.74 +0.24 .12 9.77 2.62 OraSureTechs OSUR ... dd 4.97 –0.15 ... 27.94 15.90 PrimorisSvcs PRIM 1.1 10 21.58 +0.36 .06 23.71 11.21 SI-BONE SIBN ... dd 12.19 +0.02 ...
10.33 3.57 LyellImmuno LYEL ... dd 4.16 –0.23 ... 27.25 15.33 NMI Holdings NMIH ... 7 21.07 +0.39 ... 96.17 61.05 PrincipalFin PFG 2.8 4 92.47 +1.57 .64
5.02 1.62 NN NNBR ... dd 1.97 +0.02 ... 2.19 0.84 OrganiGram OGI ... dd 1.00 –0.06 ... 26.99 5.84 SIGA Tech SIGA .0 6 8.81 –0.31 .45
46.64 10.43 Lyft LYFT ... dd 11.14 –0.07 ... 17.26 2.36 OricPharm ORIC ... dd 3.50 –0.95 ... 44.64 17.99 PriviaHealth PRVA ... dd 22.92 –0.77 ... 12.50 9.87 SKGrowthOppsA SKGR ... cc 10.11 +0.03 ...
8.18 3.30 LyraTherap LYRA ... dd 3.89 –0.05 ... 10.39 0.49 NRX Pharm NRXP ... dd 1.15 +0.01 ... 10.49 5.86 Procaps PROC ... dd 6.61 –0.26 ... 20.88 13.72 SLM SLM 2.6 6 17.09 +0.60 .11
239.91 132.08 NXP Semi NXPI 2.0 17 172.69 +0.75 .845 47.28 36.80 OriginBancorp OBNK 1.4 12 42.15 +0.56 .15
M 36.13 13.76 OrthofixMed OFIX ... dd 17.17 +0.43 ... 31.25 18.36 ProfessionalHldg PFHD ... 19 29.80 +1.06 ... 19.60 12.08 SLR Invt SLRC 11.3 cc 14.49 +0.48.1367
13.95 0.98 NanoLabs NA ... ... 1.24 –0.17 ... 27.00 13.18 ProFrac ACDC ... dd 24.62 –0.74 ... 37.25 12.04 SMART Global SGH ... cc 17.16 +0.24 ...
80.30 42.85 Macom Tech MTSI ... 11 68.44 –0.62 ... 21.49 8.23 NanoXImaging NNOX ... dd 10.70 –0.60 ... 62.61 36.36 OrthoPediatrics KIDS ... cc 44.08 +0.36 ...
4.70 0.20 OtonomoTech OTMO ... ... .37 +0.02 ... 53.45 40.33 ProgressSoftware PRGS 1.3 27 53.15 +1.55 .175 5.68 1.19 SPI Energy SPI ... dd 1.53 +0.03 ...
13.58 9.82 MeliKaszek MEKA ... 5 9.91 +0.04 ... 10.42 2.32 Nanobiotix NBTX ... dd 3.71 –0.44 ... 53.56 25.67 Progyny PGNY ... 82 34.38 +0.46 ... 37.52 25.29 SP Plus SP ... 15 34.66 –0.24 ...
86.27 61.67 MGE Energy MGEE 2.3 25 72.00 +0.79.4075 43.81 4.37 NanoStringTech NSTG ... dd 6.31 –0.42 ... 2.59 0.07 Otonomy OTIC ... dd .11 +0.02 ...
82.46 52.60 OtterTail OTTR 2.8 8 58.05 +2.08.4125 9.96 9.23 ProjectEnReimag PEGR ... 20 9.93 +0.02 ... 147.78 96.41 SPS Commerce SPSC ... 94 132.00 +2.81 ...
125.74 71.35 MGP Ingredients MGPI .4 24 125.50 +5.63 .12 1.37 0.17 NantHealth NH ... dd .28 ... ... 15.73 3.42 Outbrain OB ... 10 4.04 –0.04 ... 63.13 21.50 PrometheusBio RXDX ... dd 44.73 –0.74 ... 5.50 1.35 SRAX SRAX ... ... 1.77 –0.03 ...
1.80 0.40 MindTech MIND ... dd .46 –0.03 ... 70.55 46.77 Nasdaq NDAQ 1.2 29 67.15 +1.63 .20 51.69 11.41 OutsetMedical OM ... dd 20.10 +1.05 ... 8.95 6.09 ProspectCapital PSEC 9.2 14 7.82 +0.22 .06 84.85 45.25 SS&C Tech SSNC 1.5 20 52.42 +0.20 .20
181.03 64.77 MKS Instrum MKSI 1.1 11 81.08 +6.51 .22 99.63 26.10 Natera NTRA ... dd 37.58 +1.96 ... 96.46 21.04 Overstock OSTK ... cc 25.39 +1.20 ... 37.05 6.91 ProtagonistTherap PTGX ... dd 7.60 –0.48 ... 24.58 12.84 SSR Mining SSRM 1.9 15 14.86 +0.44 .07
11.70 0.94 MSP Recovery MSPR ... dd 1.01 –0.02 ... 70.54 45.50 Nathan's NATH 2.8 15 64.94 +1.34 .45 3.60 1.41 OvidTherap OVID ... dd 1.80 +0.14 ... 7.34 2.38 ProtaraTherap TARA ... dd 3.62 +0.32 ... 752.68 204.37 SVB Fin SIVB ... 8 222.60 –0.93 ...
119.39 74.77 MYR Group MYRG ... 21 97.47 +0.33 ... 57.65 38.10 NationalBeverage FIZZ .0 34 51.17 –0.77 3.00 11.78 4.26 Proterra PTRA ... dd 5.82 –0.04 ...
8.42 4.83 OxfordLane OXLC17.6 4 5.12 –0.05 .075 16.60 11.44 SabraHealthcare SBRA 9.5 dd 12.64 +0.80 .30
11.84 8.34 Macatawa MCBC 2.9 13 11.01 –0.03 .08 3.41 0.38 NatlCineMedia NCMI26.2 dd .46 –0.03 .03 4.42 2.82 OxfordSquare OXSQ14.0 dd 3.01 +0.01 .035 65.35 21.06 Prothena PRTA ... dd 61.21 +3.09 ... 12.08 4.46 Sabre SABR ... dd 5.33 +0.26 ...
19.67 2.13 Macrogenics MGNX ... dd 5.92 –0.56 ... 44.44 29.81 NatlInstruments NATI 2.7 39 41.03 +0.94 .28 19.98 3.46 OysterPtPharma OYST ... dd 11.16 –0.03 ... 9.85 3.19 ProventionBio PRVB ... dd 9.50 +1.42 ... 99.75 76.50 SafetyInsurance SAFT 3.9 25 91.93 +3.73 .90
105.93 52.33 MadrigalPharm MDGL ... dd 67.15 –5.65 ... 44.05 30.93 NatlResearch NRC 1.3 27 37.77 +0.67 .12 17.37 13.50 ProvidentFin PROV 3.8 13 14.74 +0.36 .14 29.75 21.50 SagaComm SGA 3.9 18 25.53 +1.43 2.00
6.44 0.92 MagentaTherap MGTA ... dd 1.16 –0.39 ... 49.87 22.59 NationalVision EYE ... 58 40.00 –0.02 ... PQ 43.65 13.75 PubMatic PUBM ... 20 15.45 +0.39 ... 10.45 9.60 SagaliamAcqnA SAGA ... dd 10.03 –0.02 ...
22.50 14.01 MagicSoftware MGIC 3.5 26 16.54 –0.03 .29 224.93 166.94 NatlWesternLife NWLI .2 6 205.21 –3.86 .36 40.00 23.52 PAM Transport PTSI ... 7 29.12 +0.58 ... 36.37 4.07 Pulmonx LUNG ... dd 5.78 –0.28 ... 0.40 0.01 SagaliamAcqnRt SAGAR ... ... .13 ... ...
19.23 5.59 Magnite MGNI ... dd 10.27 –0.04 ... 14.00 7.49 NaturalAlt NAII ... 6 7.80 +0.15 ... 7.29 5.14 P&FIndustries PFIN .0 cc 5.21 –0.23 .05 4.81 1.60 PumaBiotech PBYI ... 19 4.26 +0.51 ... 45.74 27.36 SageTherap SAGE ... dd 37.79 +1.82 ...
13.45 11.32 MagyarBancorp MGYR .9 13 13.00 +0.15 .08 6.29 1.72 NautilusBiotech NAUT ... dd 1.78 –0.13 ... 26.04 17.96 PCB Bancorp PCB 3.2 8 18.76 +0.20 .15 44.74 18.15 PureTechHealth PRTC ... dd 29.97 +0.97 ... 344.45 168.03 Saia SAIA ... 18 236.77 +0.34 ...
34.68 20.06 MakeMyTrip MMYT ... dd 28.50 –0.03 ... 22.59 12.45 Navient NAVI 3.9 5 16.38 +0.90 .16 56.64 40.08 PCConnection CNXN .0 16 55.57 +1.64 .34 14.15 2.65 PurpleInnovation PRPL ... dd 4.55 –0.25 ... 4.19 1.24 SalemMedia SALM ... 2 1.37 +0.06 ...
73.80 46.30 MalibuBoats MBUU ... 7 56.95 –2.27 ... 20.10 3.51 NavitasSemi NVTS ... dd 4.46 –0.15 ... 5.94 3.90 PCTEL PCTI 4.9 73 4.53 +0.04 .055 8.50 4.10 Puyi PUYI ... dd 7.50 –0.01 ... 19.69 3.93 SanaBiotech SANA ... dd 4.83 +0.07 ...
17.08 14.25 MalvernBancorp MLVF ... dd 14.54 +0.09 ... 37.07 19.05 Nayax NYAX ... dd 19.72 –1.25 ... 89.22 44.00 PDC Energy PDCE 1.9 4 75.41 –0.76 .35 13.29 1.34 PyxisOncology PYXS ... dd 1.52 +0.12 ... 52.04 32.33 SandySpringBncp SASR 3.9 9 34.88 +1.19 .34
8.36 1.35 MammothEnergy TUSK ... dd 5.53 –0.03 ... 63.00 22.97 nCino NCNO ... dd 26.38 –1.13 ... 33.01 19.34 PDF Solutions PDFS ... dd 30.24 +0.61 ... 62.85 47.23 QCR Holdings QCRH .5 9 52.10 +0.40 .06 92.10 67.02 Sanfilippo JBSS .9 17 85.99 +1.35 1.00
161.78 106.02 ManhattanAssoc MANH ... 71 123.77 +2.23 ... 9.48 5.46 NecessityRetail RTL 12.9 dd 6.60 +0.06.2125 53.37 25.49 PENN Entmt PENN ... 25 34.98 –1.20 ... 3.25 1.01 QilianIntl QLI ... 49 1.23 +0.05 ... 8.76 3.12 SangamoTherap SGMO ... dd 3.56 –0.09 ...
40.00 15.49 Mannatech MTEX 3.5 10 22.75 +0.35 .20 15.95 2.96 NektarTherap NKTR ... dd 3.24 –0.25 ... 41.09 2.99 PLBY Group PLBY ... dd 3.69 +0.21 ... 163.95 75.38 Qorvo QRVO ... 15 95.94 –2.98 ... 19.00 3.85 SangomaTechs SANG ... dd 4.98 +1.02 ...
4.86 2.49 MannKind MNKD ... dd 4.51 +0.31 ... 37.40 10.69 NeoGames NGMS ... dd 13.39 –4.53 ... 25.10 8.99 PMV Pharm PMVP ... dd 10.24 +0.45 ... 193.58 101.93 Qualcomm QCOM 2.4 11 123.45 –0.40 .75 69.28 35.36 Sanmina SANM ... 16 66.56 +0.46 ...
46.29 13.41 MaravaiLifeSci MRVI ... 8 14.30 –0.17 ... 47.80 10.49 Neogen NEOG ... 48 16.27 +0.53 ... 51.00 29.69 PRA Group PRAA ... 10 33.92 +0.06 ... 36.49 9.32 QualtricsIntl XM ... dd 10.04 –0.03 ... 58.10 36.91 Sanofi SNY 2.8 15 45.39 +0.88.2972
10.29 9.76 MarblegateAcqn GATE ... cc 10.07 –0.01 ... 5.76 0.38 NeoleukinTherap NLTX ... dd .45 –0.02 ... 52.40 15.38 ProceptBio PRCT ... dd 45.50 +0.62 ... 162.36 107.69 Qualys QLYS ... 49 125.31 +1.34 ... 36.61 16.18 SapiensInt SPNS 3.6 20 19.24 +0.10 .47
2.88 1.23 Marchex MCHX ... dd 1.72 –0.03 ... 23.98 7.07 NerdWallet NRDS ... dd 13.45 –0.89 ... 133.14 96.55 PTC PTC ... 47 124.63 +1.33 ... 44.86 6.31 Quanterix QTRX ... dd 11.75 +0.02 ... 10.50 1.07 SarcosTech&Robotic STRC ... dd 1.17 ... ...
5.60 1.10 MarinSoftware MRIN ... dd 1.19 –0.01 ... 96.82 60.56 NetApp NTAP 2.7 18 74.66 +0.94 .50 55.58 25.01 PTC Therap PTCT ... dd 39.75 –0.73 ... 6.08 1.07 Quantum QMCO ... dd 1.41 +0.02 ... 120.23 61.28 SareptaTherap SRPT ... dd 114.57 +2.57 ...
13.15 3.97 MarinusPharma MRNS ... dd 4.57 +0.11 ... 114.67 53.09 NetEase NTES 2.3 13 65.63 –1.81 .435 107.18 77.00 Paccar PCAR 1.4 14 105.03 +1.16 .37 8.44 2.22 Quantum-Si QSI ... dd 2.70 –0.32 ... 8.08 0.59 SatsumaPharm STSA ... dd .77 +0.12 ...
422.60 217.44 MarketAxess MKTX 1.1 40 256.84 –2.95 .70 676.41 162.71 Netflix NFLX ... 26 285.54 –2.44 ... 23.87 3.85 PacBiosciCA PACB ... dd 10.11 –0.50 ... 19.10 1.19 Quhuo QH ... ... 1.42 –0.37 ... 1.91 1.02 Savara SVRA ... dd 1.44 +0.07 ...
7.84 1.69 MarketWise MKTW ... 3 2.16 –0.23 ... 31.00 17.40 Netgear NTGR ... dd 19.32 +0.10 ... 44.57 27.92 PacificPremBncp PPBI 3.6 12 36.92 +0.90 .33 180.06 66.88 QuidelOrtho QDEL ... 5 88.20 –0.20 ... 41.01 25.75 ScanSource SCSC ... 9 31.25 +0.16 ...
22.61 6.05 Marqeta MQ ... dd 6.51 –0.14 ... 37.94 28.69 NetScout NTCT ... 56 37.73 +0.36 ... 82.16 46.03 PaciraBioSci PCRX ... cc 49.69 +0.65 ... 14.69 0.66 QuinceTherap QNCX ... dd .73 –0.01 ... 59.70 25.96 SchnitzerSteel SCHN 2.2 6 33.45 +0.90.1875
195.90 131.01 Marriott MAR 1.0 25 162.53 +0.82 .40 125.99 71.88 Neurocrine NBIX ... cc 122.15 +1.99 ... 13.87 8.31 PactivEvergreen PTVE 3.4 6 11.65 +0.41 .10 18.76 8.28 QuinStreet QNST ... dd 13.93 –0.27 ... 29.64 4.33 ScholarRock SRRK ... dd 7.93 –0.59 ...
23.43 15.70 MartenTransport MRTN 1.1 16 21.34 ... .06 5.96 1.98 Neuronetics STIM ... dd 5.49 –0.29 ... 51.81 21.29 PacWestBancorp PACW 3.8 6 26.39 +0.49 .25 112.00 0.77 Quotient QTNT ... dd .80 –0.28 ... 48.28 28.22 Scholastic SCHL 1.9 26 41.42 +1.42 .20
5.98 2.52 MartinMidstream MMLP .6 cc 3.26 –0.02 .005 12.52 1.38 NeuroPace NPCE ... dd 1.61 +0.14 ... 213.63 140.07 PaloAltoNtwks PANW ... dd 172.77 +5.29 ... 21.93 3.04 QurateRetailB QRTEB ... dd 8.39 +0.08 ... 41.89 17.73 Schrodinger SDGR ... dd 18.23 –0.43 ...
93.85 35.30 MarvellTech MRVL .6 dd 42.98 –1.02 .06 63.06 19.17 NewFortressEner NFE .8 38 50.74 +2.42 .10 95.20 44.01 Palomar PLMR ... 31 60.80 –0.34 ... 8.56 1.50 QurateRetailA QRTEA ... dd 2.27 +0.27 ... 16.80 9.67 SchultzeSpecII A SAMA ... dd 10.01 +0.02 ...
299.78 108.89 Masimo MASI ... 48 144.85 +3.39 ... 14.09 11.09 NewMtnFin NMFC10.0 12 12.79 +0.10 .32 30.56 13.40 PanAmerSilver PAAS 2.5 dd 15.77 +0.93 .10 7.20 0.30 Qutoutiao QTT ... ... .38 –0.03 ... 14.44 0.66 Science37 SNCE ... dd .72 –0.04 ...
29.69 18.49 MasterCraftBoat MCFT ... 9 25.13 –0.20 ... 10.74 9.55 NewProvidenceII A NPAB ... dd 10.08 ... ... 138.53 66.74 PapaJohn's PZZA 2.0 44 83.32 +2.61 .42 R 16.71 10.60 SciPlay SCPL ... 22 15.49 +0.09 ...
141.40 40.23 MatchGroup MTCH ... cc 47.27 +0.87 ... 3.99 2.07 NY Mortgage NYMT14.4 dd 2.77 +0.02 .10 10.45 9.86 PapayaGrowthI A PPYA ... cc 10.09 +0.01 ... 7.76 3.48 scPharm SCPH ... dd 7.53 +1.25 ...
26.00 9.25 Materialise MTLS ... 72 9.63 –0.23 ... 10.55 9.87 NewcourtAcqnA NCAC ... 22 10.26 +0.02 ... 41.87 17.75 ParamountA PARAA 4.2 5 22.71 +1.02 .24 40.74 9.86 RaptTherap RAPT ... dd 18.18 –0.05 ... 10.35 9.45 ScreamingEagleA SCRM ... 54 9.87 –0.01 ...
9.70 3.31 MatrixService MTRX ... dd 5.19 –0.06 ... 26.45 12.25 NewellBrands NWL 6.9 10 13.35 ... .23 39.21 15.29 ParamountB PARA 4.8 4 19.91 +1.25 .24 29.09 19.50 RBB Bancorp RBB 2.5 7 22.06 –0.41 .14 23.61 9.90 ScrippsEW SSP ... 12 14.49 +0.53 ...
26.99 16.51 Mattel MAT ... 11 17.99 +0.98 ... 11.20 9.70 NewHoldInvtIIA NHIC ... dd 10.09 ... ... 4.95 1.60 ParatekPharma PRTK ... dd 2.26 +0.37 ... 94.33 46.49 RCI Hospitality RICK .2 22 88.85 +1.97 .05 3.44 0.37 SeaChange SEAC ... dd .44 +0.01 ...
37.60 2.62 Matterport MTTR ... dd 3.27 +0.04 ... 19.10 7.42 Newmark NMRK 1.4 7 8.45 +0.33 .03 17.76 0.96 PardesBiosci PRDS ... dd .99 –0.08 ... 28.82 5.22 RCM Tech RCMT ... 7 15.09 –0.72 ... 39.31 29.05 SeacoastBkgFL SBCF 2.0 17 34.01 +1.26 .17
37.97 22.12 MatthewsIntl MATW 2.9 dd 31.42 +1.41 .23 23.73 14.87 NewsCorp A NWSA 1.1 23 18.30 +0.47 .10 23.47 9.23 Park-Ohio PKOH 3.3 dd 15.20 +0.49 .125 7.49 0.47 REE Automotive REE ... dd .53 –0.03 ... 117.67 47.47 Seagate STX 5.1 11 54.70 +0.13 .70
11.56 3.36 MaxCyte MXCT ... dd 6.12 –0.21 ... 24.16 15.15 NewsCorp B NWS 1.1 24 18.58 +0.41 .10 10.52 9.84 ParsecCapA PCX ... dd 10.16 ... ... 36.35 18.69 REGENXBIO RGNX ... 15 22.61 +0.90 ... 183.00 105.43 Seagen SGEN ... dd 123.44 –8.32 ...
27.99 7.48 MaxeonSolar MAXN ... dd 24.05 +2.10 ... 31.49 14.75 NewtekBusSvcs NEWT15.4 ... 17.89 +2.38 .70 9.49 5.69 PartnerComms PTNR ... 22 7.78 +0.51 ... 11.54 9.65 RF Acqn RFACU ... ... 10.09 +0.02 ... 11.00 9.67 SeaportGlblAcqnII SGII ... 23 10.07 +0.01 ...
77.89 29.27 MaxLinear MXL ... 24 35.76 +0.16 ... 9.33 0.42 NexImmune NEXI ... dd .46 +0.01 ... 7.94 1.11 PassageBio PASG ... dd 1.25 –0.10 ... 10.02 9.80 RF Acqn A RFAC ... dd 10.00 +0.01 ... 15.04 5.48 SeaSpine SPNE ... dd 7.15 +0.26 ...
10.50 9.85 MaxproCapA JMAC ... dd 10.20 ... ... 204.62 139.69 NexstarMedia NXST 2.1 7 175.15 +4.20 .90 63.82 31.16 PathwardFinl CASH .4 9 44.66 +2.01 .05 0.20 0.03 RF Acqn Rt RFACR ... ... .08 ... ... 19.00 6.18 SecureWorks SCWX ... dd 7.63 +0.45 ...
100.30 71.17 McGrathRent MGRC 1.9 23 97.67 +2.22 .455 6.63 1.43 NextCure NXTC ... dd 1.45 –0.04 ... 19.20 12.25 PatriaInvts PAX 5.3 28 13.25 +0.15 .171 8.71 5.02 RF Industries RFIL ... 29 5.14 ... ... 9.49 5.77 SecurityNatFin SNFCA ... 15 6.71 +0.15 ...
10.55 9.80 McLarenTechA MLAI ... ... 10.17 +0.06 ... 21.99 15.32 NextGenHlthcr NXGN ... 68 20.33 +0.16 ... 10.79 9.95 PatriaLatAm PLAO ... 58 10.30 +0.03 ... 25.00 18.01 RGC Resources RGCO 3.3 dd 23.71 –0.83 .195 27.84 5.83 Seer SEER ... dd 6.46 –0.10 ...
10.05 3.50 MedallionFin MFIN 4.3 4 7.36 +0.74 .08 12.30 5.23 NicholasFin NICK ... dd 6.62 +0.58 ... 86.26 41.75 PatrickIndustries PATK 3.3 4 55.15 +0.78 .45 10.15 9.82 ROC Energy ROC ... dd 10.12 –0.01 ... 3.64 0.65 SelectaBiosci SELB ... 4 1.24 –0.16 ...
3.59 1.96 MediciNova MNOV ... dd 2.29 +0.15 ... 12.14 2.27 Nikola NKLA ... dd 2.39 –0.35 ... 18.00 9.75 PatriotNatBncp PNBK ... 6 10.00 –0.24 ... 0.35 0.03 ROC Energy Rt ROCAR ... ... .06 –0.02 ... 98.80 66.81 SelectiveIns SIGI 1.3 25 95.38 +2.37 .30
3.38 1.21 MediWound MDWD ... dd 1.66 +0.18 ... 1.33 0.19 9F JFU ... ... .21 +0.01 ... 10.20 7.06 PatriotTransport PATI ... 5 8.32 +0.20 ... 27.86 6.71 R1 RCM RCM ... cc 7.80 +0.09 ... 49.49 3.52 SelinaHosp SLNA ... 12 3.84 –0.45 ...
235.72 126.95 Medpace MEDP ... 33 217.81 –2.89 ... 28.45 9.28 908Devices MASS ... dd 10.71 +0.81 ... 35.29 23.87 Patterson PDCO 3.6 15 29.29 +0.44 .26 2.99 0.98 RVL Pharm RVLP ... dd 1.47 –0.04 ... 7.00 0.50 Sema4 SMFR ... dd .51 –0.12 ...
14.80 2.60 MeihuaIntlMed MHUA ... ... 10.46 +0.11 ... 21.22 2.57 NiuTech NIU ... 50 3.27 –0.26 ... 20.53 6.71 PattersonUTIEn PTEN 1.8 dd 17.58 –1.00 .08 15.46 3.70 RackspaceTech RXT ... dd 4.76 +0.04 ... 11.34 1.26 Semantix STIX ... 3 1.30 –0.15 ...
24.89 5.70 MeiraGTx MGTX ... dd 6.38 +0.12 ... 20.35 7.55 Nkarta NKTX ... dd 8.67 –0.65 ... 141.92 105.66 Paychex PAYX 2.6 31 123.21 +2.38 .79 18.32 7.97 RadiusGlbInfr RADI ... dd 10.96 +0.23 ... 10.38 9.75 SemperParatusA LGST ... cc 10.26 +0.02 ...
11.81 4.06 MelcoResorts MLCO ... dd 6.59 –0.84 ... 26.69 8.22 nLIGHT LASR ... dd 10.55 –0.24 ... 34.95 20.14 PaycorHCM PYCR ... dd 28.10 +1.38 ... 31.20 12.03 RadNet RDNT ... cc 17.60 +0.94 ... 92.15 25.29 Semtech SMTC ... 12 29.61 +0.12 ...
1365.97 600.68 MercadoLibre MELI ... cc 951.57 –10.51 ... 11.51 0.41 Nogin NOGN ... dd .54 +0.07 ... 276.88 152.01 Paylocity PCTY ... cc 215.14 +7.78 ... 42.19 17.42 Radware RDWR ... dd 21.13 +0.38 ... 68.74 41.54 SenecaFoods A SENEA ... 12 64.96 +0.58 ...
40.01 29.26 MercantileBank MBWM 3.7 11 35.00 –0.12 .32 11.14 4.25 Noodles NDLS ... dd 5.68 –0.07 ... 8.04 3.33 Payoneer PAYO ... dd 5.52 ... ... 14.77 2.15 RainTherap RAIN ... dd 8.00 +1.20 ... 66.30 44.00 SenecaFoods B SENEB ... 12 66.30 +2.30 ...
10.50 9.60 MercatoPtrsA MPRA ... 23 10.12 +0.04 ... 271.90 194.89 Nordson NDSN 1.1 29 236.08 +5.07 .65 197.69 67.58 PayPal PYPL ... 41 80.08 –4.84 ... 15.89 4.86 Rallybio RLYB ... dd 5.85 +0.23 ... 8.13 1.30 SenseiBiotherap SNSE ... dd 1.40 +0.04 ...
17.50 10.62 MercerIntl MERC 2.1 3 14.10 +0.64 .075 45.33 32.19 NortheastBank NBN .1 8 44.09 +0.59 .01 42.19 27.71 PeapackGladFinl PGC .5 11 41.31 +0.51 .05 21.73 8.43 RamacoRscs METC 4.0 4 11.29 +0.67.1133 3.55 1.44 SenstarTech SNT ... dd 1.48 –0.05 ...
72.28 40.48 MercurySystems MRCY ... cc 49.25 –0.27 ... 16.77 9.05 NorthernTechsIntl NTIC 2.1 21 13.40 +0.70 .07 10.58 9.75 PearlHldgsAcqnA PRLH ... cc 10.16 +0.01 ... 38.88 20.00 Rambus RMBS ... dd 37.30 –0.31 ... 10.35 1.20 SentiBiosciences SNTI ... dd 2.41 +0.15 ...
2.05 0.30 MereoBioPharma MREO ... dd .77 +0.03 ... 135.15 76.15 NorthernTrust NTRS 3.2 13 94.36 +2.04 .75 118.59 29.05 Pegasystems PEGA .3 dd 37.43 +1.89 .03 53.59 23.98 RangerOil ROCC .7 5 43.37 –0.41 .075 11.11 1.15 SeraPrognostics SERA ... dd 1.32 –0.03 ...
34.38 17.20 MeridianBiosci VIVO ... 33 31.92 –0.11 ... 17.50 11.87 NorthfieldBanc NFBK 3.3 12 15.80 +0.33 .13 47.75 6.66 Peloton PTON ... dd 10.06 –0.25 ... 32.14 5.62 RaniTherap RANI ... dd 8.00 +0.61 ... 11.69 2.50 SeresTherap MCRB ... dd 7.15 +0.35 ...
39.78 27.87 Meridian MRBK 2.3 8 34.22 +0.92 .20 56.77 38.42 NorthrimBanCorp NRIM 3.0 11 56.17 +1.61 .50 24.23 8.68 Pennant PNTG ... cc 9.93 +0.20 ... 13.91 2.15 RapidMicro RPID ... dd 2.26 +0.02 ... 9.94 4.65 ServiceProperties SVC 10.5 dd 7.64 –0.15 .20
72.53 50.46 MeritMedical MMSI ... 67 71.75 +1.75 ... 10.01 9.69 NorthViewAcqn NVAC ... 35 9.99 –0.02 ... 26.00 21.60 PennsWoodsBncp PWOD 4.9 10 25.97 +0.58 .32 129.09 26.49 Rapid7 RPD ... dd 27.96 –0.61 ... 10.19 9.80 7AcqnA SVNA ... 16 10.19 +0.02 ...
13.66 3.00 MerrimackPharm MACK ... dd 12.03 –0.39 ... 0.25 0.06 NorthViewRt NVACR ... ... .14 +0.01 ... 34.63 25.63 PeoplesBncpOH PEBO 5.1 8 29.77 +0.21 .38 9.62 4.56 RealGoodFood RGF ... dd 7.30 +0.12 ... 3.78 0.61 17Educ&Tech YQ ... dd 1.01 –0.03 ...
8.34 2.68 MersanaTherap MRSN ... dd 6.53 +0.16 ... 15.35 12.04 NorthwestBcshs NWBI 5.3 15 15.23 +0.44 .20 30.00 24.42 PeoplesBncpNC PEBK 2.5 11 28.99 +0.49 .18 16.37 1.15 RealReal REAL ... dd 1.51 –0.05 ... 6.54 1.38 Sharecare SHCR ... dd 1.80 +0.15 ...
33.09 12.03 Merus MRUS ... dd 15.89 –0.46 ... 37.41 24.30 NorthwestPipe NWPX ... 15 37.13 +1.10 ... 59.99 46.02 PeoplesFinSvcs PFIS 2.8 9 57.10 –0.40 .40 95.34 18.47 ReataPharm RETA ... dd 36.03 –1.91 ... 9.87 1.85 ShattuckLabs STTK ... dd 2.29 +0.25 ...
7.47 1.22 MesaAir MESA ... dd 1.27 –0.04 ... 63.06 48.68 Northwestern NWE 4.3 19 58.03 +2.50 .63 17.81 4.32 PepGen PEPG ... dd 14.91 –0.79 ... 21.19 4.92 RecursionPharm RXRX ... dd 9.26 –0.56 ... 26.96 15.63 ShenandoahTel SHEN .4 dd 19.89 +0.82 .08
333.42 114.21 MesaLab MLAB .4 dd 176.33 –2.09 .16 31.50 23.00 NorwoodFin NWFL 3.6 9 31.41 +0.85 .28 15.00 9.60 PepperLimeA PEPL ... dd 10.09 ... ... 60.57 47.09 RedRiverBcshs RRBI .5 11 55.55 –0.45 .07 32.43 9.58 ShoalsTech SHLS ... cc 31.03 +0.49 ...
D ATA NASDAQ ISSUES FOREIGN MARKETS

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
320.54 113.36 ShockwaveMed SWAV ... cc 264.27 +14.49 ... 16.82 2.09 TabulaRasaHlth TRHC ... dd 3.77 +0.05 ... 64.29 31.85 VSE VSEC .8 21 48.78 +1.06 .10 3.65 0.70 ViomiTech VIOT ... dd .80 –0.11 ... 244.73 187.89 WillisTowers WTW 1.3 11 244.02 +11.29 .82
42.73 19.43 ShoeCarnival SCVL 1.4 7 25.67 +0.45 .09 22.09 6.28 TactileSystems TCMD ... dd 8.70 +0.13 ... 11.00 1.50 Vacasa VCSA ... dd 1.51 –0.15 ... 58.00 18.05 VirBiotech VIR ... 3 27.23 +0.21 ... 4.37 0.56 WiMiHologram WIMI ... dd .67 –0.01 ...
21.41 17.04 ShoreBancshares SHBI 2.4 15 19.92 +0.10 .12 182.25 90.00 TakeTwoSoftware TTWO ... dd 102.63 +3.86 ... 13.40 2.08 Vaccitech VACC ... 4 2.40 +0.13 ... 5.75 1.82 ViractaTherap VIRX ... dd 2.78 +0.19 ... 178.68 67.67 Wingstop WING .5 cc 155.46 –4.74 .19
51.34 17.66 Shyft SHYF .8 23 24.91 +0.01 .05 16.63 1.16 TalarisTherap TALS ... dd 1.47 +0.05 ... 10.49 9.85 VahannaTechI A VHNA ... cc 10.21 +0.05 ... 5.00 2.63 VircoMfg VIRC ... dd 4.21 +0.05 ... 275.83 183.94 Winmark WINA 1.2 22 241.91 +6.47 3.00
4.43 0.16 Sientra SIEN ... dd .30 –0.02 ... 5.17 0.45 TalisBiomed TLIS ... dd .56 +0.04 ... 15.10 10.01 ValleyNatlBncp VLY 3.5 12 12.60 +0.32 .11 11.28 2.50 VirginOrbit VORB ... dd 2.99 –0.02 ... 105.56 76.13 WintrustFin WTFC 1.5 12 89.77 +1.23 .34
28.92 19.62 SierraBancorp BSRR 4.3 9 21.48 +0.16 .23 2.33 0.52 Talkspace TALK ... dd .60 –0.02 ... 67.84 9.77 Valneva VALN ... dd 13.50 –1.37 ... 38.63 20.42 VirtuFinancial VIRT 4.3 7 22.25 +0.39 .24 10.24 1.18 WISeKey WKEY ... dd 1.76 –0.06 ...
30.97 13.44 SierraWireless SWIR ... dd 29.09 +0.32 ... 10.29 9.87 Talon1AcqnA TOAC ... 34 10.29 +0.02 ... 10.65 9.97 ValuenceI A VMCA ... ... 10.31 +0.06 ... 309.50 141.80 VirtusInvtPtrs VRTS 3.4 11 193.69 +5.86 1.65 171.78 53.12 Wix.com WIX ... dd 86.36 +1.27 ...
23.03 5.35 SightSciences SGHT ... dd 10.40 +0.47 ... 155.86 33.52 TandemDiabetes TNDM ... dd 39.54 +0.81 ... 18.00 9.24 VandaPharm VNDA ... 93 10.43 –0.25 ... 10.17 9.73 VisionSensingA VSAC ... dd 10.14 ... ... 129.12 79.26 Woodward WWD .8 36 98.73 +1.17 .19
4.31 0.40 SigilonTherap SGTX ... dd .46 +0.03 ... 11.73 3.18 TangoTherap TNGX ... dd 7.45 –0.40 ... 32.65 18.90 VarexImaging VREX ... 29 21.26 –0.45 ... 152.10 88.82 Visteon VC ... 35 147.30 –0.54 ... 285.58 128.72 Workday WDAY ... dd 148.98 +2.24 ...
11.02 9.75 SignalHillA SGHL ... cc 10.05 +0.05 ... 8.25 1.46 TarenaIntl TEDU ... dd 5.28 +0.70 ... 53.85 15.61 VaronisSystems VRNS ... dd 21.21 +0.51 ... 16.57 7.39 VitaCoco COCO ... 93 11.82 +1.28 ... 265.75 65.92 WorldAcceptance WRLD ... 32 71.78 +4.07 ...
374.76 129.96 SignatureBank SBNY 1.6 7 140.24 +8.21 .56 10.20 9.73 TargetGlbl I A TGAA ... cc 10.18 +0.04 ... 2.38 0.11 VascularBiogenics VBLT ... dd .15 +0.02 ... 19.38 7.89 VitalFarms VITL ... dd 14.13 +0.19 ... 10.12 9.70 WorldwideWebbA WWAC ... 43 10.10 +0.01 ...
26.84 7.80 SilenceTherap SLN ... ... 14.49 +1.78 ... 28.03 10.80 TarsusPharm TARS ... dd 16.93 +0.12 ... 6.53 2.20 VastaPlatform VSTA ... dd 4.13 +0.13 ... 23.82 11.30 Vitru VTRU ... 28 21.75 +2.05 ... 96.50 50.20 WynnResorts WYNN ... dd 74.93 –1.07 ...
52.75 31.30 Silicom SILC ... 19 44.07 +0.85 ... 56.58 13.60 TaskUs TASK ... 43 19.24 –0.48 ... 46.57 16.78 Vaxcyte PCVX ... dd 44.00 –0.04 ... 12.52 7.02 VividSeats SEAT ... 41 7.46 –0.54 ... XYZ
211.98 109.44 SiliconLab SLAB ... 82 140.92 +0.29 ... 6.99 5.25 TatTechnologies TATT ... dd 6.12 –0.03 ... 18.84 1.26 Vaxxinity VAXX ... dd 1.74 –0.05 ... 19.05 10.85 Vodafone VOD 7.9 14 11.27 –0.42.4482
98.65 51.82 SiliconMotion SIMO 3.2 10 61.25 –1.21 .50 15.34 1.35 TayshaGene TSHA ... dd 2.33 +0.03 ... 9.29 2.74 VectivBio VECT ... dd 8.48 +0.59 ... 14.37 3.48 VorBiopharma VOR ... dd 4.40 +0.13 ... 32.09 15.68 XOMA XOMA ... 73 24.10 +5.69 ...
54.04 27.21 SilkRoadMed SILK ... dd 52.16 +1.08 ... 10.22 9.89 Tech&TelecomA TETE ... cc 10.21 ... ... 32.40 16.11 VeecoInstr VECO ... 24 19.45 –0.18 ... 10.60 2.54 VoyagerTherap VYGR ... dd 5.51 +0.11 ... 36.36 16.05 XP XP ... 13 16.50 –0.88 ...
15.40 7.70 SilverSpikeInvt SSIC ... ... 10.15 +0.15 ... 103.39 42.00 TechTarget TTGT ... 92 45.27 –0.55 ... 5.83 0.71 VelodyneLidar VLDR ... dd 1.02 +0.05 ... 15.79 0.83 Vroom VRM ... dd 1.24 –0.07 ... 13.12 3.14 XBiotech XBIT ... dd 3.18 –0.22 ...
22.68 15.70 SilvercrestAsset SAMG 3.8 9 19.17 +0.22 .18 12.78 5.16 Ericsson ERIC 2.6 9 6.32 +0.22.0759 41.29 9.50 VentyxBiosciences VTYX ... dd 27.50 +1.25 ... W 1.99 0.80 XcelBrands XELB ... dd .84 +0.02 ...
32.31 19.87 SimmonsFirstNat SFNC 3.2 13 23.52 ... .19 34.98 6.61 Telesat TSAT ... ... 8.84 +0.56 ... 2.21 0.15 VenusConcept VERO ... dd .29 +0.11 ... 77.66 56.89 XcelEnergy XEL 2.8 23 69.63 +1.25.4875
67.59 35.18 SimulationsPlus SLP .6 68 41.23 –0.04 .06 17.28 3.35 Telos TLS ... dd 3.84 –0.08 ... 10.38 2.84 VeraBradley VRA ... dd 3.81 +0.27 ... 5.31 1.16 WaveLifeSci WVE ... dd 4.24 +0.24 ... 42.30 19.36 Xencor XNCR ... 60 28.54 –0.59 ...
31.04 16.05 SinclairBroadcast SBGI 5.4 1 18.67 –0.08 .25 15.15 6.70 TempoAutomation TMPO ... dd 7.00 –3.50 ... 37.11 12.29 VeraTherap VERA ... dd 16.35 +0.12 ... 255.31 145.16 WD-40 WDFC 1.8 36 175.33 +0.97 .78 41.39 23.26 XenonPharms XENE ... dd 34.81 +0.49 ...
13.74 1.90 SingularGenomics OMIC ... dd 2.08 +0.12 ... 157.74 23.81 10xGenomics TXG ... dd 35.84 +0.53 ... 45.58 14.85 Veracyte VCYT ... dd 26.20 +0.22 ... 56.30 37.03 WSFS Financial WSFS 1.3 14 47.94 +1.12 .15 3.17 1.19 XerisBiopharma XERS ... dd 1.40 +0.08 ...
6.88 5.69 SiriusXM SIRI 1.5 22 6.49 +0.10.0242 63.61 28.80 Tenable TENB ... dd 37.89 –1.01 ... 2.79 0.29 Verastem VSTM ... dd .39 –0.02 ... 19.07 3.42 WW Intl WW ... dd 4.15 +0.29 ... 24.14 11.80 Xerox XRX 6.3 dd 15.91 +0.60 .25
341.77 73.10 SiTime SITM ... 50 99.00 –6.12 ... 22.87 1.73 TenayaTherap TNYA ... dd 2.53 +0.16 ... 56.39 31.63 VerintSystems VRNT ... dd 38.76 +0.01 ... 13.13 1.96 Wag! PET ... dd 2.51 –0.10 ... 20.59 2.01 XilioTherap XLO ... dd 2.65 +0.06 ...
10.70 9.75 SizzleAcqn SZZL ... dd 10.20 +0.07 ... 168.91 67.81 Teradyne TER .5 21 92.59 –0.31 .11 257.03 155.25 VeriSign VRSN ... 26 198.87 +4.62 ... 55.00 30.39 WalgreensBoots WBA 4.6 8 41.66 +1.91 .48 64.35 26.61 Xometry XMTR ... dd 42.43 –0.13 ...
43.67 15.83 SkyWest SKYW ... 7 18.07 +0.18 ... 7.92 1.45 TernsPharm TERN ... dd 6.03 +0.96 ... 230.80 156.05 VeriskAnalytics VRSK .7 28 182.87 +9.33 .31 20.85 6.87 WalkMe WKME ... dd 8.35 –0.02 ... 4.35 0.76 Xos XOS ... dd .81 –0.02 ...
164.47 76.16 Skyworks SWKS 2.7 12 92.91 –1.42 .62 26.49 17.93 TerritorialBncp TBNK 4.0 12 22.72 +2.22 .23 43.33 26.14 Veritex VBTX 2.4 12 32.73 +1.10 .20 31.55 9.52 WarnerBrosA WBD ... dd 11.47 +0.70 ... 2.69 0.85 Xunlei XNET ... 6 1.70 +0.11 ...
83.81 24.04 SleepNumber SNBR ... 13 30.05 –0.91 ... 402.67 166.19 Tesla TSLA ... 56 182.86 +2.67 ... 27.17 4.63 Veritone VERI ... dd 5.90 –0.20 ... 44.64 21.57 WarnerMusic WMG 2.0 31 32.60 +5.22 .16 20.48 2.94 Y-mAbsTherap YMAB ... dd 4.19 +0.11 ...
4.95 1.37 SmartSand SND ... dd 2.01 –0.04 ... 8.32 4.03 TesscoTech TESS ... 63 4.80 –0.05 ... 14.69 3.41 VeronaPharma VRNA ... dd 12.61 +0.32 ... 39.17 29.46 WashingtonFederal WAFD 2.7 10 35.04 +0.79 .24 15.24 2.82 Yellow YELL ... dd 3.03 –0.18 ...
2.52 0.60 SmartShareGlbl EM ... dd .79 +0.01 ... 191.15 118.55 TetraTech TTEK .6 32 154.36 –2.27 .23 11.40 1.77 VerricaPharm VRCA ... dd 2.59 +0.17 ... 60.96 45.60 WashTrBcp WASH 4.3 12 49.68 +1.57 .54 49.89 36.85 YorkWater YORW 1.7 34 45.62 +0.96.2027
3.30 0.59 SmileDirectClub SDC ... dd .62 –0.04 ... 71.60 48.79 TexasCapBcshs TCBI ... 19 59.54 +3.28 ... 13.00 6.55 VersaBank VBNK 1.1 11 6.67 –0.03.0182 22.74 15.70 WaterstoneFinl WSBF 4.8 13 16.75 +0.24 .20 9.97 9.80 YottaAcqn YOTA ... ... 9.97 +0.03 ...
23.54 9.93 Smith&Wesson SWBI 3.4 5 11.83 +0.18 .10 199.90 144.46 TexasInstruments TXN 2.8 19 177.07 +1.89 1.24 19.41 9.44 Vertex VERX ... dd 16.48 +1.29 ... 44.57 16.96 WeatherfordIntl WFRD ... dd 43.17 +0.17 ... 0.14 0.06 YottaAcqnRt YOTAR ... ... .09 –0.02 ...
23.99 7.53 SnapOne SNPO ... dd 7.81 –0.43 ... 101.75 68.58 TexasRoadhouse TXRH 1.9 26 99.20 +1.23 .46 323.61 182.66 VertexPharm VRTX ... 25 312.98 –1.65 ... 42.91 10.02 Weibo WB ... 51 13.18 –1.22 ... 1.42 0.50 Yunji YJ ... 24 1.01 +0.15 ...
4.23 0.50 SoYoungIntl SY ... dd .64 –0.02 ... 32.69 16.59 TheBancorp TBBK ... 15 31.10 +1.48 ... 43.00 10.70 VerveTherap VERV ... dd 22.30 –1.11 ... 8.10 0.78 Wejo WEJO ... dd 1.07 +0.23 ... 77.67 20.98 ZaiLab ZLAB ... dd 31.72 –3.24 ...
18.69 4.51 SoFiTech SOFI ... dd 4.60 –0.58 ... 30.50 1.99 TherapeuticsMD TXMD ... dd 4.46 –0.58 ... 11.94 5.41 ViaRenewables VIA 9.7 dd 7.46 +0.26.1813 0.30 0.02 WelsbachTechRt WTMAR ... ... .25 +0.07 ... 615.00 224.87 ZebraTech ZBRA ... 31 271.90 +15.80 ...
20.02 12.87 Sohu.com SOHU ... dd 14.00 –0.08 ... 13.17 7.53 TheravanceBio TBPH ... dd 10.60 –0.25 ... 10.74 3.65 ViantTech DSP ... dd 3.76 –0.28 ... 24.48 15.77 Wendy's WEN 2.2 26 22.42 +1.50 .125 85.95 17.33 ZentalisPharm ZNTL ... dd 21.63 –0.57 ...
8.51 3.94 SolGelTech SLGL ... 23 4.80 –0.05 ... 18.93 4.01 TheseusPharm THRX ... dd 6.52 –0.01 ... 52.72 25.38 ViaSat VSAT ... dd 34.37 +0.33 ... 15.89 1.63 WerewolfTherap HOWL ... dd 1.82 –0.06 ... 15.73 3.26 ZeroFox ZFOX ... 10 4.96 +0.96 ...
375.90 190.15 SolarEdgeTech SEDG ... cc 301.91 –4.48 ... 29.48 16.35 ThirdCoastBcshs TCBX ... 23 19.50 +0.33 ... 15.60 8.42 Viatris VTRS 4.3 17 11.14 +0.14 .12 48.79 35.84 WernerEnterprises WERN 1.2 11 43.19 –0.03 .13 115.84 66.85 ZiffDavis ZD ... 12 89.87 +1.26 ...
30.75 5.89 SolidBiosci SLDB ... dd 6.67 –0.19 ... 24.60 16.00 ThirdHarmonic THRD ... ... 18.96 –0.82 ... 18.14 10.04 ViaviSolutions VIAV ... 25 11.02 –0.07 ... 41.37 29.50 WesBanco WSBC 3.4 13 40.58 +0.85 .35 65.16 26.21 Zillow A ZG ... dd 34.82 +0.01 ...
14.85 4.47 SolidPower SLDP ... 34 4.55 –0.08 ... 2.39 0.50 36Kr KRKR ... 11 1.02 –0.03 ... 152.00 42.90 Vicor VICR ... 92 54.07 +0.60 ... 32.61 20.39 WestBancorp WTBA 4.2 8 23.85 +0.64 .25 65.88 26.14 Zillow C Z ... dd 35.29 +0.03 ...
13.25 2.63 SomaLogic SLGC ... dd 2.85 –0.16 ... 9.15 3.41 ThorneHealthtech THRN ... 39 4.51 +0.23 ... 37.35 22.22 VictoryCapital VCTR 3.5 7 28.87 –2.58 .25 63.86 52.04 WestamericaBncp WABC 2.8 16 61.00 –0.92 .42 10.26 9.63 ZimmerEnerA ZT ... 38 9.89 ... ...
10.88 0.90 Sonder SOND ... dd 1.82 –0.07 ... 30.99 7.61 Thoughtworks TWKS ... dd 7.84 –0.61 ... 5.03 0.37 View VIEW ... dd 1.27 +0.01 ... 10.10 9.87 WesternAcqn WAVS ... dd 10.07 ... ... 50.40 6.67 ZimVie ZIMV ... dd 9.50 +0.47 ...
18.77 1.03 Sono SEV ... dd 1.31 +0.09 ... 18.85 0.73 ThredUp TDUP ... dd 1.25 +0.06 ... 5.99 2.39 ViewRay VRAY ... dd 4.68 +0.06 ... 69.36 31.56 WesternDigital WDC ... 13 37.34 +0.48 ... 75.44 46.58 ZionsBancorp ZION 3.2 10 51.75 +1.07 .41
33.03 13.65 Sonos SONO ... 42 17.60 +0.50 ... 24.08 9.47 360DigiTech QFIN 5.9 3 13.22 –0.78 .16 18.27 2.18 VigilNeurosci VIGL ... dd 10.99 –2.01 ... 9.99 7.13 WestNewEngBncp WNEB 2.4 9 9.86 +0.39 .06 235.97 70.44 ZoomVideo ZM ... 33 75.40 –6.24 ...
15.83 1.69 SophiaGenetics SOPH ... dd 2.08 +0.15 ... 12.97 9.83 ThriveAcqnA THAC ... 22 10.26 +0.02 ... 5.65 2.02 VikingTherap VKTX ... dd 4.01 +0.01 ... 2.73 0.75 WestportFuelSys WPRT ... dd .88 +0.10 ... 72.00 23.29 ZoomInfoTech ZI ... 61 27.80 +1.19 ...
24.90 5.78 SoteraHealth SHC ... 19 8.15 +2.13 ... 10.30 9.60 ThunderBridgeIV A THCP ... 67 9.81 ... ... 25.09 19.09 VillageSuper A VLGEA 4.6 12 21.52 –1.32 .25 14.40 9.34 WestrockCoffee WEST ... dd 13.79 +0.72 ... 373.74 114.21 Zscaler ZS ... dd 138.75 +0.02 ...
3.11 1.48 SotherlyHotels SOHO ... 11 1.96 –0.05 ... 10.73 2.65 TilrayBrands TLRY ... dd 3.85 –0.01 ... 20.39 3.34 Vimeo VMEO ... dd 4.13 –0.09 ... 32.45 19.89 WeycoGroup WEYS 3.8 8 25.32 +1.71 .24 49.98 20.29 Zumiez ZUMZ ... 8 24.09 +0.31 ...
10.65 9.96 SoundPointA SPCM ... 26 10.27 +0.02 ... 35.46 24.05 TimberlandBncp TSBK 2.5 12 34.88 +0.86 .10 14.57 8.75 VinciPartners VINP 7.6 14 9.70 –0.29 .20 42.79 10.98 Willdan WLDN ... dd 16.27 ... ... 3.66 0.50 ZynerbaPharma ZYNE ... dd .56 +0.04 ...
31.96 22.47 SouthPlainsFin SPFI 1.5 9 31.18 +0.14 .12 36.37 21.50 TitanMachinery TITN ... 9 34.66 +0.13 ... 12.38 2.13 VintageWineEstates VWE ... dd 3.05 –0.07 ... 49.28 30.22 WillisLease WLFC ... dd 48.50 +3.22 ... 14.55 4.97 Zynex ZYXI .0 30 13.53 –0.32 .10
93.34 72.26 SouthState SSB 2.3 14 87.94 +2.07 .50 1.38 0.53 TizianaLife TLSA ... ... .63 –0.02 ...
65.38 41.05 SouthernFirstBcsh SFST ... 11 49.11 +1.53 ... 30.69 6.17 Torm TRMD .0 7 27.76 –1.67 1.46
58.50 41.79 SoMO Bancorp SMBC 1.6 11 53.97 +2.04 .21 49.13 31.04 TowerSemi TSEM ... 21 44.15 +0.94 ...
30.50 19.00 SouthernStBcsh SSBK 1.2 13 29.50 +0.26 .09 34.79 26.18 TowneBank TOWN 2.8 13 32.56 +0.05 .23
Europe Asia
44.75 31.18 SouthsideBcshs SBSI 3.7 11 36.47 +0.63 .04 241.54 166.49 TractorSupply TSCO 1.6 24 224.02 +4.16 .92
17.41 9.52 SovosBrands SOVO ... dd 14.26 +0.08 ... 110.87 39.00 TradeDesk TTD ... dd 49.39 –0.38 ...
37.75 23.74 SpartanNash SPTN 2.6 21 32.36 +0.43 .21 102.33 51.47 Tradeweb TW .6 45 58.15 +0.90 .08
1.81 0.36 SpectrumPharm SPPI ... dd .46 +0.03 ... 12.00 3.60 TransActTechs TACT ... dd 6.32 +0.55 ...
16.30 0.68 SperoTherap SPRO ... dd 1.92 +0.05 ... 97.15 50.32 Transcat TRNS ... 63 83.61 +0.13 ... Dovish Hopes: Stocks were up for the sixth week in a row. Pandemic Blues: Chinese shares slipped on record Covid
10.87 9.55 SpindletopHlth SHCA ... 18 10.21 +0.04 ... 3.13 0.45 TransCodeTherap RNAZ ... dd .49 –0.04 ...
61.30 10.00 TransMedics TMDX ... dd 59.25 +2.24 ... Energy and healthcare rose; Credit Suisse fell to a record low. cases and lockdowns, but dovish Fed signs bailed out indexes.
150.79 65.00 Splunk SPLK ... dd 78.29 +0.99 ...

10.14 6.13 SpokHoldings SPOK15.2 dd 8.20 +0.01.3125 65.33 31.19 TravelCenters TA ... 6 51.57 +1.57 ...
19.48 7.10 Sportradar SRAD ... 65 11.02 –0.42 ... 11.00 4.22 Travelzoo TZOO ... 78 6.35 +0.44 ...
17.37 7.75 SportsmansWrhs SPWH ... 4 9.81 +0.01 ... 31.65 18.92 TravereTherap TVTX ... dd 19.49 –1.22 ... S&P Europe BMI 1.70% S&P Pan Asia BMI 0.89%
10.88 9.79 SportsMapTech SMAP ... dd 10.08 ... ... 25.02 12.48 TreaceMed TMCI ... dd 22.21 –0.36 ...
10.20 10.00 SpringValleyII A SVII ... ... 10.13 +0.01 ... 9.52 2.12 TreanInsurance TIG ... 5 2.69 +0.51 ... Greece 3.36 Malaysia 3.58
0.20 0.10 SpringValleyII Rt SVIIR ... ... .15 ... ... 16.73 6.24 TremorIntl TRMR ... 13 7.03 +0.28 ...
5.44 0.69 SpringBig SBIG ... dd .84 –0.09 ... 4.68 0.46 TreviTherap TRVI ... dd 1.82 –0.32 ... Spain 3.23 Japan 2.55
74.97 13.60 SpringWorks SWTX ... dd 23.83 –1.14 ... 13.85 0.19 Tricida TCDA ... dd .21 –0.05 ...
35.34 22.56 SproutsFarmers SFM ... 15 33.39 +0.53 ... 58.62 37.41 TriCoBancshares TCBK 2.2 15 54.29 +0.25 .30 Norway 2.88 Taiwan 1.86
5.80 0.96 SpruceBio SPRB ... dd 1.09 ... ... 37.65 21.41 TriMas TRS .6 19 27.20 +0.65 .04
112.27 49.03 StaarSurgical STAA ... 78 59.86 –0.40 ... 89.30 49.99 Trimble TRMB ... 31 58.54 +0.55 ... Denmark 2.51 Philippines 1.50
9.61 4.80 Stagwell STGW ... 46 7.75 –0.21 ... 1.99 0.86 TrinityBiotech TRIB ... dd 1.33 –0.06 ...
4.85 0.92 StdBioTools LAB ... dd 1.30 –0.13 ... 20.26 10.40 TrinityCapital TRIN 15.2 10 10.74 +0.11 .15 Sweden 1.51 Australia 1.23
33.99 16.85 StarBulkCarriers SBLK30.2 3 21.50 +1.97 1.20 31.15 14.29 Trip.com TCOM ... dd 25.95 –2.40 ...
3.10 0.72 StarEquity STRR ... dd .95 +0.10 ... 30.48 16.87 TripAdvisor TRIP ... dd 19.83 –0.08 ... Belgium 1.39 India 0.81
117.80 68.39 Starbucks SBUX 2.1 35 99.56 +1.61 .53 19.75 1.45 TritiumDCFC DCFC ... ... 1.66 +0.01 ...
4.18 1.91 StealthGas GASS ... dd 3.17 +0.06 ... 136.01 46.03 TriumphBancorp TBK ... 14 60.91 +2.52 ... Switzerland 1.24 Thailand 0.46
106.78 50.54 SteelDynamics STLD 1.3 5 103.98 +3.34 .34 2.76 0.93 trivago TRVG ... dd 1.24 +0.01 ...
36.09 26.11 StellarBancorp STEL 1.5 24 33.65 +0.43 .13 4.09 1.30 TrueCar TRUE ... dd 2.51 –0.14 ... U.K. 1.14 South Korea 0.07
44.88 22.39 StepStone STEP 2.6 36 30.57 +0.90 .20 158.25 40.77 Trupanion TRUP ... dd 54.13 –0.11 ...
61.27 39.63 Stericycle SRCL ... cc 51.37 +1.62 ... 39.36 29.50 TrustcoBank TRST 3.7 11 38.86 +0.23 .36 Finland 1.14 -0.23 Indonesia
38.47 26.67 Trustmark TRMK 2.5 17 36.72 +0.47 .23
28.76 12.22 SterlingCheck STER ... 44 13.29 +0.22 ... 8.98 1.60 TScanTherap TCRX ... dd 2.35 +0.19 ... Netherlands 1.03 -0.46 New Zealand
33.62 20.46 SterlingInfr STRL ... 11 32.25 –0.15 ... 1.50 0.46 Tuniu TOUR ... dd .84 –0.15 ...
49.85 26.36 StevenMadden SHOO 2.5 11 33.96 +0.33 .21 28.48 6.22 TurtleBeach HEAR ... dd 9.30 +0.35 ... France 1.00 -1.06 Singapore
28.24 3.09 StitchFix SFIX ... dd 4.16 +0.46 ... 42.64 2.11 TuSimple TSP ... dd 2.22 –0.21 ...
78.71 50.83 StockYardsBncp SYBT 1.5 24 75.40 +1.60 .29 9.64 2.12 23andMe ME ... dd 2.87 –0.12 ... Germany 0.55 -1.14 Hong Kong
27.46 7.17 StokeTherap STOK ... dd 7.33 –0.68 ... 18.20 7.91 TwinDisc TWIN ... 33 10.10 +0.05 ...
19.66 6.81 StoneCo STNE ... dd 10.31 –1.22 ... 99.74 23.90 TwistBiosci TWST ... dd 25.44 +0.63 ... Italy 0.30 -1.88 China
102.91 52.31 StoneX SNEX ... 10 100.32 +4.35 ... 34.02 9.91 2seventybio TSVT ... dd 15.88 +0.20 ...
28.00 12.69 Stratasys SSYS ... dd 14.14 +0.19 ... 25.01 4.70 2U TWOU ... dd 7.91 +0.32 ... Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices
81.87 48.01 StrategicEd STRA 3.0 39 80.64 +0.82 .60 27.17 4.93 TyraBiosciences TYRA ... dd 6.75 –0.38 ...
44.30 20.65 Strattec STRT ... 15 26.50 –0.50 ...
46.44 22.11 StratusProp STRS .0 2 26.24 +1.07 4.67 U
21.80
30.83
17.98
0.68
24.27
14.05
StrongholdDig
SummitFin
SummitStateBk
SDIG ...
SMMF 2.8
SSBI 2.9
dd
7
7
28.85
16.28
.81 +0.01 ...
+0.34 .20
+0.44 .12
94.80
112.24
64.13
77.48
UFP Inds
UMB Fin
UFPI
UMBF
1.2
1.8 10
7 81.56
85.46
+2.57 .25
+0.60 .38
Key Foreign Stock Market Indexes
16.03 11.00 USCB Financial USCB ... ... 13.45 +0.14 ... Most Recent Week’s Year-to-Date Most Recent Week’s Year-to-Date
5.43 0.86 SummitTherap SMMT ... dd .92 –0.06 ... 137.20 102.12 US Lime&Min USLM .6 18 137.15 +3.25 .20
16.44 6.43 SumoLogic SUMO ... dd 7.34 –0.25 ... Close %Chg. Chg. % Chg. Close %Chg. Chg. % Chg.
10.31 9.72 UTA Acqn A UTAA ... cc 10.22 +0.07 ...
30.61 13.25 SunCountryAir SNCY ... cc 21.21 +0.57 ... 6.97 0.46 uCloudlink UCL ... dd 3.39 +0.74 ... Amsterdam AEX 722.93 +1.46 –75.00 –9.40 Milan FTSE All Share 26757 +0.30 –3184.05 –10.63
11.67 4.22 SunOpta STKL ... dd 10.04 +0.72 ... 28.50 9.47 Udemy UDMY ... dd 15.69 +0.41 ...
30.20 12.78 SunPower SPWR ... 76 24.13 +0.92 ... 451.48 330.80 UltaBeauty ULTA ... 21 448.35 +7.85 ... Athens General 917.64 +3.12 +24.30 +2.72 Moscow RTS 1141.07 –0.52 –454.69 –28.49
48.70 16.80 SunRun RUN ... cc 31.69 +1.30 ... 60.49 23.32 UltraClean UCTT ... 27 34.01 +0.15 ...
94.99 34.11 SuperMicroComp SMCI ... 12 93.87 +7.38 ... Bangkok SET 1620.84 +0.21 –36.78 –2.22 Oslo Composite 1396.16 +3.39 +88.47 +6.77
88.22 33.36 UltragenyxPharm RARE ... dd 35.72 –0.27 ...
23.92 8.52 SuperiorGroup SGC 5.2 dd 10.76 +0.70 .14 6.38 4.16 Ultralife ULBI ... dd 4.38 –0.29 ... Bombay Sensex 62293 +1.02 +4039.82 +6.93 Paris CAC 6712.48 +1.02 –440.55 –6.16
36.08 24.95 SupernusPharms SUPN ... 55 35.21 +0.68 ... 22.06 15.77 Umpqua UMPQ 4.1 13 20.25 +0.07 .21
5.98 0.92 SurfaceOncol SURF ... dd 1.00 –0.02 ... 3.70 1.13 UnicoAmerican UNAM ... dd 1.19 ... ... Brussels Bel-20 3707.95 +1.53 –602.20 –13.97 Santiago Selective 3206.55 +1.01 +400.38 +14.27
32.40 1.53 Surgalign SRGA ... dd 2.49 +0.21 ... 33.03 21.29 UnionBankshares UNB 5.7 9 24.40 +0.25 .35
63.87 20.46 SurgeryPartners SGRY ... dd 28.23 +0.94 ... 30.41 12.52 uniQure QURE ... dd 26.90 +4.72 ... Buenos Aires Merval 163716 +4.11 +80216 +96.07 Sao Paulo Bovespa 108976 +0.10 +4154.26 +3.96
50.86 28.28 Surmodics SRDX ... dd 36.02 +1.76 ... 53.12 30.54 UnitedAirlines UAL ... dd 44.42 +0.60 ... Copenhagen OMX 20 1752.39 +2.90 –111.60 –5.99 Seoul Composite 2437.86 –0.27 –539.79 –18.13
17.70 3.33 SutroBioph STRO ... dd 7.42 –0.32 ... 44.15 33.11 UnitedBkshrsWV UBSI 3.3 16 43.06 +1.17 .36
11.37 9.67 SwiftmergeA IVCP ... dd 10.07 +0.01 ... 39.50 27.85 UtdCmtyBks UCBI 2.2 17 39.13 +1.44 .22 Dublin ISEQ 7348.52 +1.71 –1096.00 –12.98 Shanghai Composite 3101.69 +0.14 –538.08 –14.78
11.40 0.28 Swvl SWVL ... dd .40 ... ... 37.26 20.63 UnitedFire UFCS 2.2 14 29.75 –0.08 .16
28.48 8.75 Symbotic SYM ... dd 12.81 +3.42 ... 26.09 11.02 UnitedGuardian UG 5.3 18 11.81 –0.32 .31 EURO STOXX SXXE 426.52 +1.17 –52.32 –10.93 Shenzhen B Share Idx 1120.82 –0.79 –52.98 –4.51
299.39 81.13 Synaptics SYNA ... 15 102.69 +1.15 ... 8.74 6.50 UnitedSecBcshrs UBFO 6.2 9 7.10 +0.10 .11 EURO STOXX 50 SXSE 3962.41 +0.96 –336.00 –7.82 Singapore FTSE STI 3244.55 –0.85 +120.86 +3.87
2.80 0.83 Synchronoss SNCR ... dd .85 –0.11 ... 271.92 158.38 UnitedTherap UTHR ... 18 268.07 +3.45 ...
26.51 13.27 SyndaxPharm SNDX ... cc 21.90 –0.22 ... 14.27 6.35 Uniti UNIT 7.9 dd 7.64 +0.19 .15 Frankfurt DAX 14541 +0.76 –1343.48 –8.46 Stockholm OMXS 813.29 +1.80 –223.85 –21.58
104.17 22.89 SyneosHealth SYNH ... 12 33.94 +1.31 ... 31.37 24.53 UnityBancorp UNTY 1.5 8 28.50 ... .11
2.82 0.60 Synlogic SYBX ... dd .61 –0.04 ... 23.60 2.09 UnityBiotech UBX ... dd 2.59 +0.21 ... Helsinki OMHX 11044 +1.33 –1818.20 –14.14 STOXX Europe 50 SXSP 3769.06 +1.66 –49.40 –1.29
391.17 255.02 Synopsys SNPS ... 50 332.64 +6.75 ... 178.75 89.41 UnivDisplay OLED 1.1 27 109.71 +0.27 .30
3.56 1.71 SyprisSolutions SYPR ... dd 2.23 +0.06 ... 42.35 16.56 UnivElectro UEIC ... cc 22.48 +0.37 ... Hong Kong Hang Seng 17573 –2.33 –5824.09 –24.89 STOXX Europe 600 SXXP 440.73 +1.71 –47.07 –9.65
43.30 3.52 SyrosPharm SYRS ... dd 4.14 +0.06 ... 40.76 15.86 UnivLogistics ULH 1.1 6 36.71 –1.23 .105 Istanbul IMKB 4874.34 +7.68 +3016.69 +162.39 Sydney S&P/ASX 200 7259.50 +1.51 –185.14 –2.49
T 10.71 6.52 UnivStainless USAP ... dd 7.50 –0.10 ...
2.34 0.50 UniversePharm UPC ... 6 1.52 +0.07 ... Jakarta Composite 7053.15 –0.41 +471.67 +7.17 Taipel Weighted 14778 +1.89 –3440.33 –18.88
5.54 1.23 TCR2 Therap TCRR ... dd 1.29 –0.02 ... 31.93 23.48 UnivestFin UVSP 3.0 12 28.02 +0.28 .21
13.70 5.15 TelaBio TELA ... dd 8.50 +0.62 ... 7.07 2.68 UpFintech TIGR ... dd 4.48 –0.13 ... Johannesburg All Share 73151 +0.79 –558.01 –0.76 Tel Aviv 125 Index 1899.41 –2.73 –157.10 –7.64
9.96 1.06 TFF Pharm TFFP ... dd 1.26 +0.09 ... 21.62 6.43 UplandSoftware UPLD ... dd 7.67 +0.32 ... Kuala Lumpur Composite 1486.54 +2.57 –80.98 –5.17 Tokyo Nikkei-225 28283 +1.37 –508.68 –1.77
19.22 12.45 TFS Fin TFSL 8.1 53 13.97 –0.07.2825 220.21 14.02 Upstart UPST ... dd 18.52 –0.69 ...
10.42 9.78 TGVentureAcqn TGVC ... dd 10.09 –0.04 ... 39.42 11.29 Upwork UPWK ... dd 11.79 –0.37 ... LISBON PSI 4505.86 +1.95 +321.68 +7.69 Toronto S&P/TSX 20383 +2.02 –839.07 –3.95
11.04 9.77 TKBCriticalTech1 USCT ... 16 10.26 +0.01 ... 33.77 17.81 UrbanOutfitters URBN ... 16 28.29 +2.25 ...
10.50 9.67 TLGY Acqn A TLGY ... 27 10.16 +0.03 ... 12.63 4.85 UroGenPharma URGN ... dd 7.59 –0.80 ... London FTSE - 100 7486.67 +1.37 +102.13 +1.38 Vienna ATX 3267.27 +1.30 –593.79 –15.38
3.34 0.77 TMCthemetals TMC ... dd .85 –0.01 ... 8.26 1.22 Usio USIO ... dd 2.51 +0.16 ...
154.38 101.51 T-MobileUS TMUS ... cc 151.05 +2.22 ... 124.42 80.10 UtahMedProducts UTMD 1.3 20 89.81 –2.76 .295 Madrid IBEX 35 8416.60 +3.55 –297.20 –3.41 Wellington S&P/NZX 50 11382 +0.02 –1651.21 –12.67
44.43 23.09 TPG TPG 4.2 8 35.00 –0.43 .26 4.76 2.44 UTStarcom UTSI ... dd 4.42 +0.12 ... Manila Composite 6606.94 +2.63 –515.69 –7.24 Zurich Swiss 11168 +1.11 –1707.63 –13.26
25.05 8.46 TPIComposites TPIC ... dd 11.81 +0.55 ... 23.30 2.31 Uxin UXIN ... dd 2.45 –0.40 ...
208.30 93.53 TRowePrice TROW 3.8 14 125.05 +2.98 1.20 V Mexico City IPC 51668 +0.19 –1603.80 –3.01 Indexes are based on local currencies. Because of various holidays and other market closings, the most
95.19 39.50 TTEC TTEC 2.2 20 47.00 –0.30 .52 recent close is not necessarily that of the week of publication.
17.49 9.76 TTM Tech TTMI ... 17 15.69 +0.28 ... 11.48 3.51 VNET VNET ... dd 4.89 –0.19 ...
8.60 1.52 Taboola TBLA ... dd 1.84 +0.02 ... 13.34 5.85 VOXX Intl VOXX ... dd 10.94 +0.39 ...
D ATA TOP 500 EXCHANGE-TRADED PORTFOLIOS B A R R ON S .C OM / D ATA

Tick Div Tick Div Tick Div Tick Div Tick Div
NOTICE TO READERS: Listed are Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt.
the top 500 ETF’s based on weekly iShCoreS&PUSGrowth IUSG .9 86.77 +0.99 .2521 DirexJrGoldMinBr2 JDST ... 8.65 –0.93 ... InvscDBAgriFd DBA ... 19.87 –0.02 ... iShLatinAmer40 ILF 10.9 24.84 +0.26 1.0981 SPDRBB1-10YTIPS TIPX 6.8 18.51 +0.16 .2347
volume. iShCoreS&PUSValue IUSV 2.1 73.36 +1.41 .4617 DirexJrGoldMnBl2 JNUG ... 35.86 +3.24 ... InvscDBOilFund DBO ... 15.04 –0.66 ... iShMSCIAustralia EWA 7.0 23.27 +0.51 .7434 SPDRBlm1-3MTB BIL .7 91.63 +0.05 .2075
iShCoreTotalUSDBd IUSB 2.3 45.35 +0.49 .1009 DirexRealEstBr3 DRV ... 49.33 –2.78 ... InvscDBUSDBull UUP ... 28.58 –0.23 ... iShMSCIBrazil EWZ 12.3 29.58 +0.11 1.4991 SPDRBlmSTHYBd SJNK 5.5 24.60 +0.16 .1318
Tick Div
Name Sym Yld Last Chg. Amt. iShSelectDividend DVY 3.1 125.04 +2.80 1.3458 DirexRealEstBl3 DRN 2.2 11.27 +0.58 .0876 InvscDynOil&GasSv PXJ .3 5.07 –0.12 .0077 iShMSCICda EWC 2.1 35.33 +0.79 .276 SPDRDoubleTRTact TOTL 4.4 40.36 +0.42 .1511
iShESGAwareMSCI ESGD 3.8 66.83 +1.44 1.396 DirexRetailBull3 RETL 1.1 9.31 +0.61 .0192 InvscEMSovDebt PCY 6.8 18.79 +0.43 .101 iShMSCI EAFE EFA 4.5 66.62 +1.47 1.4976 SPDRGoldMini GLDM ... 34.82 +0.09 ...
Bats iShESGAwareEM ESGE 3.7 30.05 –0.20 .2762 DirexS&P500Br3 SPXS ... 19.58 –0.92 ... InvscFinlPfd PGF 5.7 15.15 +0.03 .0716 iSh MSCI EM EEM 2.9 37.77 –0.26 .3619 SPDR Gold GLD ... 163.22 +0.43 ...
ARKGenomicRev ARKG .0 31.70 –0.55 .3824 iShESGAwareUSA ESGU 1.5 89.35 +1.44 .3948 DirexS&P500Bl3 SPXL .3 73.08 +3.16 .0776 InvscFTSERAFIEM PXH 7.4 17.29 +0.23 .3887 iShMSCIFrance EWQ 5.9 33.43 +0.58 .9483 SPDRNuvBBHYMuni HYMB 3.7 49.51 +0.45 .1599
BlkRkShMaturityBd NEAR 1.3 49.23 +0.05 .1322 iShFallAngelsUSDBd FALN 4.9 24.70 +0.23 .1364 DirexS&PBiotechBr3 LABD ... 19.89 ... ... InvscNatAMTFrMuni PZA 2.7 22.97 +0.10 .0538 iShMSCIFrontier FM 3.3 25.26 +0.42 .6071 SPDRNuveenMuniBd TFI 1.8 45.54 +0.26 .0736
BlkRkUltShBd ICSH 1.2 50.05 +0.05 .1199 iSh5-10YIGCorpBd IGIB 2.9 49.97 +0.60 .1348 DirexS&PBiotechBl3 LABU ... 6.88 –0.02 ... InvscPreferred PGX 6.9 11.85 +0.06 .0611 iShMSCIGermany EWG 3.3 25.26 +0.33 .7919 SPDRNuveenSTMuni SHM .7 46.75 +0.12 .0278
DimenIntlCore2 DFIC 1.8 22.72 +0.57 .0964 iShGlbCleanEner ICLN 1.3 20.80 +0.31 .1403 DirexS&P500Br1 SPDN .2 15.84 –0.22 .0251 InvscS&P500EW RSP 1.7 147.50 +2.97 .6302 iShMSCIHongKong EWH 3.1 19.05 –0.40 .3303 SPDRPtfAggBd SPAB 2.5 25.39 +0.28 .0597
DimenIntlHiProf DIHP 2.4 22.63 +0.46 .1418 iShiBdsDec25Trea IBTF 1.5 23.32 +0.05 .0624 DirexHiBetaBear3X HIBS ... 6.50 –0.29 ... InvscS&P500GARP SPGP 1.0 86.81 +1.43 .2896 iShMSCIIndonesia EIDO 2.2 23.13 –0.06 .3354 SPDRPtfDevxUS SPDW 3.9 30.51 +0.67 .5851
DimenIntlSC DFIS 1.5 21.85 +0.57 .0667 iShiBdsDec24Trea IBTE 1.5 23.87 +0.02 .0577 DirexS&POil&GasBr2 DRIP ... 11.52 –0.14 ... InvscS&P500HiBeta SPHB .7 66.82 +0.95 .0712 iShMSCIIntlQual IQLT 3.4 32.95 +0.58 .7128 SPDRPtfEM SPEM 4.3 32.95 –0.11 .4585
DimenIntlSCValue DISV 1.4 22.28 +0.72 .085 iShiBdsDec23Trea IBTD 1.2 24.73 +0.01 .0645 DirexS&POilBl2 GUSH .4 190.05 +1.16 .5792 InvscS&P500HiDiv SPHD 3.8 45.13 +0.80 .1426 iShMSCIIntlValue IVLU 4.5 23.44 +0.67 .5335 SPDR PtfEurope SPEU 3.4 35.23 +0.90 .1493
FTCboeUSBuffAug FAUG ... 35.77 +0.42 ... iShJPMUSDEmgBd EMB 5.0 85.41 +1.82 .3816 DirexSemiBr3x SOXS ... 33.63 –1.34 ... InvscS&P500LowVol SPLV 2.1 64.57 +1.44 .1155 iShMSCIItaly EWI 4.6 27.69 +0.41 .8162 SPDRPtfIntermCpBd SPIB 2.4 32.00 +0.20 .0835
FTCboeUSBuffDec FDEC ... 32.85 +0.51 ... iShMBSETF MBB 1.8 93.70 +0.95 .1963 DirexSemiBl3 SOXL .6 12.86 +0.37 .0399 InvscS&P500Qual SPHQ 1.6 46.05 +0.74 .2067 iShMSCIJapan EWJ 2.6 55.96 +1.72 .5459 SPDR PtfIntTrea SPTI 1.2 28.40 +0.16 .0444
FTCboeUSBuffNov FNOV ... 36.53 +0.36 ... iShMSCIACWI ACWI 2.2 88.29 +1.35 .8468 DirexScBear3 TZA ... 30.04 –0.89 ... InvscSrLoan BKLN 4.2 20.74 –0.17 .1146 iShMSCIMexico EWW 2.6 54.00 +0.65 .7535 SPDRPtfLTCorpBd SPLB 4.3 23.20 +0.68 .0894
FTCboeUSDeepDec DDEC ... 30.53 +0.05 ... iShMSCIACWIxUS ACWX 3.8 46.15 +0.70 .8374 DirexSCBull3 TNA .1 38.85 +1.17 .0504 InvscSolar TAN ... 82.49 +0.98 ... iShMSCIPacxJpn EPP 6.4 42.88 +0.28 1.1597 SPDRPtfLgTermTrea SPTL 2.6 29.89 +0.84 .0695
iShMSCIACxJpn AAXJ 2.8 63.13 –0.62 .1305 DirexTechBear3 TECS ... 34.44 –1.17 ... InvscUltShDur GSY 1.3 49.36 –0.04 .1102 iShMSCIPoland EPOL 2.4 14.98 +0.52 .1405 SPDRPtfMtgBkdBd SPMB 2.9 21.91 +0.22 .0538
FTCboeUSDeepMay DMAY ... 31.97 +0.29 ...
iShMSCIChina MCHI 1.4 42.57 –1.49 .312 DirexTechBull3 TECL ... 28.21 +0.84 ... InvscVarRtPfd VRP 5.3 22.36 –0.02 .1017 iShMSCISaudiArabia KSA 1.5 39.80 –0.82 .3292 SPDRS&P500Value SPYV 2.2 40.41 +0.81 .2216
FTCboeUSDeepNov DNOV ... 33.26 +0.19 ...
iShMSCIEAFESC SCZ 4.5 57.03 +1.42 1.125 Direx20+TreaBr3 TMV ... 127.18 –12.65 ... iSh10-20YTreasBd TLH 2.5 110.62 +2.55 .2589 iShMSCISingapore EWS 6.8 18.76 –0.33 .2764 SPDRPtfS&P1500 SPTM 1.6 49.76 +0.75 .2028
FTCboeUSDeepOct DOCT ... 31.84 +0.28 ...
iShMSCIEMxChina EMXC 2.7 49.63 +0.32 .5071 Direx20+YrTrBull TMF .9 8.54 +0.76 .0357 iSh0-5YTIPSBd STIP 6.4 97.16 +0.44 1.2508 iShMSCISthKorea EWY 2.9 57.87 –0.18 1.6785 SPDRPtfS&P500 SPLG 1.6 47.31 +0.73 .1934
FTCboeUSDeepSep DSEP ... 31.16 +0.27 ...
iShMSCIEurFinls EUFN 6.2 17.44 +0.41 .6705 ETFMGAltHarvest MJ 3.2 5.73 +0.05 .04 iShChinaLC FXI 2.3 25.33 –0.76 .1459 iShMSCISpain EWP 3.3 24.46 +1.05 .3723 SPDRS&P500Growth SPYG .9 53.97 +0.58 .1343
FTCboeUSEqDec XDEC ... 29.86 +0.28 ...
iShMSCITurkey TUR 1.9 33.50 +3.30 .5523 ETFMGPrmJrSilv SILJ .4 10.72 +0.48 .0449 iShAggrAllocation AOA 2.3 61.72 +0.89 .196 iShMSCISweden EWD 7.1 33.86 +1.22 .9925 SPDRS&P500HiDiv SPYD 3.9 41.45 +0.96 .4184
GlbXUSInfrDevt PAVE .6 27.83 +0.48 .0806
iSh1-5YIGCorpBd IGSB 1.9 49.86 +0.19 .098 EnSelSectorSPDR XLE 3.3 91.87 +0.24 .8462 iShConsAllocat AOK 2.1 34.34 +0.40 .0421 iShMSCISwitz EWL 2.0 43.01 +0.91 .8573 SPDRPtfS&P400MC SPMD 1.4 44.86 +0.86 .1969
GS PhysGold AAAU ... 17.40 +0.04 ...
iShPfd&Incm PFF 5.2 31.93 +0.35 .17 FidelityMSCIEn FENY 2.9 25.23 +0.10 .229 iShCoreDivGrowth DGRO 2.2 51.82 +0.95 .3423 iShMSCITaiwan EWT 2.8 49.18 +0.57 1.7603 SPDRPtfS&P600SC SPSM 1.6 39.41 +0.46 .147
iPathS&P500VIX VXX ... 15.16 –1.25 ...
iShGlobalInfra IGF 2.5 47.60 +1.17 .705 FidelityTotalBd FBND 2.7 45.48 +0.44 .147 iShGrwthAllocation AOR 2.2 48.71 +0.59 .1804 iShMSCIUK EWU 4.7 31.14 +0.87 .5803 SPDRPtfSTCpBd SPSB 1.6 29.41 +0.08 .0622
iShBrdUSDHYCpBd USHY 6.0 35.09 +0.32 .195
iShSemiconductor SOXX 1.1 376.91 +4.21 1.8018 FinSelSectorSPDR XLF ... 36.11 +0.74 ... iShCoreHiDividend HDV 3.4 107.55 +1.65 1.2312 iShMSCIWorldETF URTH 1.8 114.20 +1.94 1.0067 SPDRShtTermTrea SPTS .9 28.91 +0.04 .0502
iShConvBond ICVT 1.9 71.17 +0.15 .1194
iShShortTreaBd SHV .8 110.05 +0.08 .242 FT DJ Internet FDN ... 127.87 +0.44 ... iShCoreMSCIEM IEMG 4.2 46.53 –0.21 .6044 iShNatlMuniBd MUB 2.0 105.45 +0.58 .1984 SPDR PtfTIPS SPIP 7.5 25.98 +0.37 .3502
iShCoreMSCIEAFE IEFA 4.3 62.65 +1.45 1.3319
iSh1-3YTreasuryBd SHY .9 81.19 +0.12 .1407 FT EnergyAlpDx FXN 1.7 18.98 +0.23 .1033 iShCoreMSCIEur IEUR 3.9 48.28 +1.19 1.1109 iShRussell1000Gwth IWF .8 228.55 +2.89 .5826 SPDRS&PBank KBE 2.6 49.36 +1.19 .2965
iShCurrHdgMSCIEAFE HEFA 4.1 33.92 +0.45 .7843
iSh7-10YTreaBd IEF 1.7 97.11 +0.98 .2028 FTInstPfdSecs FPEI 5.1 17.65 +0.06 .0722 iShMSCIIntlDev IDEV 4.1 57.15 +1.25 1.1738 iShRussell1000Val IWD 1.9 157.71 +2.96 .9327 SPDRS&PInsurance KIE 1.7 42.22 +1.00 .1748
iShIntlSelDiv IDV 7.2 26.83 +0.70 .6098 SPDRS&PRegionalBkg KRE 2.3 64.45 +1.50 .3683
iShUSAero&Def ITA .9 111.63 +1.80 .3822 iSh20+YTreaBd TLT 2.4 102.90 +3.26 .2356 FT MngstrDiv FDL 3.5 37.94 +0.68 .4022 iShModAllocation AOM 2.2 38.99 +0.45 .1701 iShRussell2000Gwth IWO .6 227.10 +1.89 .6314
iSh0-5YInvGrdCpBd SLQD 1.8 47.92 +0.13 .0989 FT NaturalGas FCG 2.3 27.28 +0.17 .2178 iShCoreS&P500 IVV 1.5 404.09 +6.31 1.9059 iShRussell2000 IWM 1.3 185.58 +1.86 .8614 SchwabEM Equity SCHE 3.0 23.84 –0.10 .0754
iShUSHomeConstrn ITB .8 60.03 +1.52 .1489 Schwab5-10YCpBd SCHI 2.9 43.59 +0.47 .1233
JPMNasdEqPrem JEPQ 12.4 44.05 +0.50 .6812 FT PfdSecs FPE 5.5 16.99 +0.03 .0905 iShCoreS&P MC IJH 1.5 255.40 +4.97 1.3504 iShRussell2000Val IWN 2.0 148.11 +1.73 .9077
iShUSTelecomm IYZ 2.1 23.43 +0.39 .0979 SchwabFundEmgLrg FNDE 5.5 25.44 +0.43 1.1302
ProShUltPrQQQ TQQQ ... 22.26 +0.42 ... FT TCWUnPlBd UCON 2.8 24.08 –0.09 .115 iShCoreS&P SC IJR 1.6 101.04 +1.23 .4547 iShRussellMid-Cap IWR 1.4 70.86 +1.33 .3179
iShEdgeMSCIMinEAFE EFAV 2.7 64.22 +1.40 1.1093 SchwabFundIntLrgCo FNDF 3.9 29.98 +0.70 .2833
ProShUltShQQQ SQQQ ... 44.83 –1.00 ... FT ValDivFd FVD 1.9 41.20 +0.99 .2022 iShCoreS&PTotUS ITOT 1.5 89.25 +1.32 .405 iShRussellMCValue IWS 1.8 110.60 +2.23 .6064
iShEdgeMSCIMinVlEM EEMV 2.0 53.24 +0.09 .2704 SchwabFundUSLrgCo FNDX 1.9 56.15 +1.00 .277
VanEckGlFallAnglHY ANGL 4.6 27.20 +0.21 .1142 FlexGlbUpstmNatRsc GUNR 4.4 44.50 +0.90 .583 iShCoreUSAggBd AGG 2.2 98.04 +1.04 .2161 iShRussell1000 IWB 1.4 221.44 +3.50 .9691
iShEdgeMSCIMinUSA USMV 1.4 74.35 +1.43 .3325 SchwabIntmUSTrsr SCHR 1.7 49.56 +0.28 .1034
VanEckSemicon SMH ... 221.25 +1.73 ... FlexShiBoxx5YTIPS TDTF 7.7 23.86 +0.28 .3398 iShCurrHdMSCIJapan HEWJ 2.1 40.97 +0.99 .3482 iShS&P500Growth IVW .8 62.28 +0.67 .1527
iShEdgeMSCIUSAMom MTUM 1.5 151.74 +2.29 1.0275 SchwabIntEquity SCHF 3.5 33.34 +0.71 .276
VangdEM GovBd VWOB 5.2 61.49 +1.27 .2931 FlexiBx3YDurTIPS TDTT 7.0 23.62 +0.14 .305 iShUSRealEstate IYR 3.2 88.20 +1.61 .8926 iShS&P500Value IVE 2.0 150.68 +2.97 .9132
iShEdgeMSCIUSAQual QUAL 1.5 119.21 +1.81 .5296 SchwabIntlSC SCHC 3.1 32.57 +0.86 1.0061
VangdGlblxUS RE VNQI 6.9 41.86 +0.69 2.8949 GlbXCopperMiners COPX 3.2 34.68 +1.22 .7179 iShUS Energy IYE 2.9 49.47 +0.24 .484 iShS&PGSCIComm GSG ... 21.02 –0.42 ...
iShEdgeMSCIUSAVal VLUE 3.0 97.08 +1.70 .7638 SchwabSrtTRmUSTrsr SCHO 1.0 48.24 +0.06 .0775
VangdIntrCorpBd VCIT 2.9 78.43 +0.94 .2087 GlbXLithium&Batt LIT .3 66.14 –1.53 .0622 iShUSOilEquip&Svcs IEZ .6 20.52 –0.62 .0355 iShS&PMC400Value IJJ 1.8 106.13 +2.39 .6555
iShExpTechSftwr IGV .0 266.53 +4.66 .0234 SchwabUS AggrBd SCHZ 2.5 46.14 +0.50 .0969
VangdIntermTrea VGIT 1.5 58.84 +0.34 .1062 GlbXRuss2000Cvr RYLD 12.4 19.46 –0.01 .1986 iShUSMedDevices IHI .5 52.32 +1.01 .1097 iShS&PSC600Value IJS 1.6 97.23 +1.11 .5106
iShFloatingRateBd FLOT 1.4 50.27 –0.02 .1714 SchwabUS BrdMkt SCHB 1.5 47.21 +0.73 .1869
VangdIntlDivApp VIGI 1.7 71.02 +1.44 .1718 GlbXS&P500Cv XYLD 13.1 40.15 +0.02 .4052 iShEurope IEV 4.0 46.05 +1.18 1.184 iShGlblConStaples KXI 2.3 60.88 +1.42 .5952
iShIntlAggBd IAGG .1 49.64 +0.19 .6317 SchwabUS Div SCHD 3.2 78.44 +1.50 .6367
VangdIntlHiDiv VYMI 5.1 60.48 +1.42 .7059 GlbXSilverMiners SIL 1.7 28.45 +1.08 .0717 iShGlobalEnergy IXC 3.4 41.44 +0.37 .7607 iShShtNatlMuniBd SUB .7 104.00 +0.27 .0956
iShMSCIChileCap ECH 7.4 25.74 +0.59 1.1345 SchwabUS LC SCHX 1.6 47.53 +0.75 .1889
VangdLTCorpBd VCLT 4.2 78.30 +2.28 .2872 GlbXSuperDiv SDIV 14.3 8.35 +0.24 .255 iShGlbFinls IXG 3.6 72.92 +1.69 1.5372 iShSilver SLV ... 19.72 +0.47 ...
iShMSCIEurozone EZU 4.1 40.20 +0.69 .9278 SchwabUS LC Grw SCHG .6 59.40 +0.60 .0786
VangdLongTrea VGLT 2.7 63.45 +1.84 .1554 GlbX US Pfd PFFD 6.3 20.50 +0.14 .105 iShGlbHlthcr IXJ 1.2 85.65 +1.80 .5506 iShTIPSBondETF TIP 7.4 107.47 +1.48 1.4384
iShMSCIEAFEGrowth EFG 2.0 86.14 +1.86 .882 SchwabUS LC Val SCHV 2.2 68.69 +1.37 .4005
VangdMBS VMBS 2.1 45.97 +0.47 .1048 GlbX Uranium URA 6.7 20.92 +0.38 .1031 iShGlobalREIT REET 3.8 23.35 +0.34 .2813 iSh10+YIGCpBd IGLB 4.4 51.31 +1.48 .1882
iShMSCIIndia INDA 6.7 43.27 +0.34 .0301 SchwabUS MC SCHM 1.6 69.29 +1.48 .2805
VangdRuss1000Grw VONG .9 58.77 +0.78 .1508 GSTreasury0-1Y GBIL .8 99.85 +0.08 .2354 iShGoldTr IAU ... 33.28 +0.09 ... iShTreaFRBd TFLO 1.0 50.52 +0.02 .1386
iShMSCIEAFEValue EFV 5.5 46.10 +1.10 1.3785 SchwabUS REIT SCHH 2.4 20.23 +0.36 .1467
VangdRuss1000Val VONV 2.1 69.15 +1.28 .3826 GSActiveBetaIntlEq GSIE 2.9 29.35 +0.74 .1118 iShGoldTrMicro IAUM ... 17.52 +0.05 ... iShRussellMCGrowth IWP .6 88.03 +1.57 .1817
iShMtgRealEst REM 10.4 25.31 +1.06 .6818 SchwabUS SC SCHA 1.4 42.93 +0.62 .1307
VangdRuss2000 VTWO 1.5 75.00 +0.87 .2855 GSActiveBetaUSLC GSLC 1.5 80.14 +1.24 .2846 iShiBdsDec25Cp IBDQ 2.1 24.36 +0.08 .0517 iShUSTech IYW .4 79.70 +0.72 .1137
iShUSInfr IFRA 1.8 38.01 +0.89 .2225 Schwab US TIPs SCHP 7.0 52.72 +0.73 .153
VangdSTCpBd VCSH 1.9 75.24 +0.23 .1481 GraniteGold BAR ... 17.36 +0.04 ... iShiBdsDec24Cp IBDP 1.9 24.43 +0.02 .0475 iSh0-5YHYCorpBd SHYG 5.3 41.49 +0.27 .1516
iShUSTreasuryBd GOVT 1.6 22.88 +0.19 .05 SimpfyIntRtHdg PFIX .2 66.11 –2.73 .1173
VangdShtTmInfltn VTIP 6.4 47.69 +0.22 .9044 HartfordMultiDvxUS RODM 5.7 25.27 +0.70 .7087 iShiBdsDec27Cp IBDS 2.7 23.45 +0.11 .0642 iSh0-3MTreaBd SGOV .9 100.34 +0.08 .2406
JPMBetaEurope BBEU 5.3 49.15 +1.13 .3547 SPDR DJIA Tr DIA 1.8 343.52 +6.15 .6809
VangdShortTrea VGSH .8 57.80 +0.09 .0881 HealthCareSelSect XLV 1.4 137.15 +2.58 .5058 iShiBdsDec26Cp IBDR 2.3 23.42 +0.09 .0532 JPM AlerianMLP AMJ 6.0 22.90 +0.02 .3618
JPMBetaJapan BBJP 3.4 46.70 +1.46 1.5902 SPDR EurSTOXX FEZ 4.0 39.54 +0.62 .1674
VangdTotalBd BND 2.4 72.56 +0.81 .1629 iMGPDBiMgdFut DBMF 4.8 31.54 –0.44 2.6772 iShiBdsDec23Cp IBDO 1.8 25.00 ... .0439 JanusHenShrtDur VNLA 2.0 48.62 +0.09 .0947
JPMUltShMuni JMST .8 50.55 +0.07 .0881 SPDR MSCI exUS CWI 3.6 24.47 +0.36 .4136
VangdTotIntlBd BNDX 3.5 48.96 +0.46 .0541 IndSelSectorSPDR XLI 1.5 101.30 +1.86 .425 iShiBdsDec22Cp IBDN .0 25.07 +0.02 .0532 JPMEquityPrem JEPI 10.7 56.52 +0.93 .6063
NuvESGLCValue NULV 1.7 36.11 +0.72 .6282 SPDR S&PMdCpTr MDY 1.3 467.50 +9.23 1.8283
VangdTotIntlStk VXUS 3.6 52.62 +0.83 .2804 InvscCurrShEuro FXE ... 96.02 +0.72 ... iShiBoxx$HYCpBd HYG 5.0 75.01 +0.78 .28 JPM UltShIncm JPST .9 50.20 +0.05 .1162
-1xShVIXFutures SVIX ... 13.99 +1.04 ... SPDR S&P 500 SPY 1.5 402.33 +6.30 1.5964
WisdTrCloud WCLD ... 25.14 +0.20 ... InvscDBComm DBC ... 24.76 –0.40 ... iShiBoxx$InvGrCpBd LQD 3.1 107.77 +1.96 .3071 KFA MtLucas KMLM 6.9 33.97 –1.08 1.8381
PacerUSCashCows100 COWZ 1.8 49.02 +0.88 .2244 SPDR S&P Biotch XBI ... 81.06 +0.05 ...
WisdTrUSQltyDiv DGRW 2.0 62.58 +1.05 .075 KraneCSIChInt KWEB .0 23.99 –1.92 2.5804
PacerUSSCCash100 CALF 3.0 39.13 +0.27 .0782 SPDR S&P Div SDY 2.5 131.15 +2.71 .7706
MatlsSelSector XLB 2.1 82.37 +2.38 .4099
ProShS&P500Arist NOBL 1.9 94.37 +2.01 .4032 NYSE ARCA SPDR S&P Home XHB .9 62.07 +1.12 .149
MicroFang3xLvg BULZ ... 29.01 +0.52 ...
ProShShtVIXST SVXY ... 56.93 +2.17 ... SPDR S&P MtlMng XME 1.0 52.46 +2.03 .1997
ARK Innovation ARKK .0 36.00 –0.56 .7826 MicroFANG-3XInvr FNGD ... 57.70 +0.05 ...
Selected ETF Leaders

ProShUltVIXST UVXY ... 7.74 –0.99 ... SPDRS&POil&Gas XOP 1.9 154.65 +0.72 1.1547
ARK NextGen ARKW .0 43.74 –0.14 3.3143 MicroFang+3x FNGU ... 50.57 –0.63 ...
ProShVIXSTFut VIXY ... 12.26 –1.02 ... SPDR S&P Retail XRT 2.5 66.60 +1.65 .3428
abrdnPhysGold SGOL ... 16.79 +0.03 ... MicroGold3XInvr GDXD ... 9.86 –1.43 ...
2xLongVIXFut UVIX ... 6.97 –1.21 ... TechSelectSector XLK .9 133.60 +1.51 .3167
abrdnPhysSilver SIVR ... 20.57 +0.50 ... MicroOil&Gas-3 OILD ... 2.26 –0.04 ... TeucriumWheatFd WEAT ... 8.07 –0.20 ...
VanEckAMTFrIntMuni ITM 1.9 45.23 +0.18 .0782
AdvShPureUSCan MSOS .0 12.11 +0.38 .07 MicrUSBigOil3InLv NRGD ... 27.19 –0.63 ... USGlobalJets JETS .0 18.61 +0.43 .1414
VanEckHYMuni HYD 4.0 51.27 +0.35 .1768
AlerianMLPETF AMLP 7.2 40.86 +0.05 .75
iShares Core MSCI NuvGrowthOpps NUGO .0 18.45 +0.26 .0012
VanEckMstrWdMoat MOAT 1.2 68.28 +1.21 .8227 2.37% UtilitiesSelSector XLU 2.9 70.94 +2.09 .5014
AmpCWPEnhDiv DIVO 4.7 36.85 +0.62 .1393 EAFE (IEFA) PGIMUltraShBd PULS 1.9 49.12 +0.06 .1569 VanEckGoldMin GDX 1.9 28.44 +1.07 .5348
VanEckVietnam VNM .9 11.57 +0.19 .1031
ArkFinInnov ARKF ... 15.60 –0.03 ... Pimco25+YrZC ZROZ 2.6 92.06 +4.43 .63 VanEck IG FR FLTR 1.6 24.85 +0.01 .0798
VangdUltShrtBd VUSB 1.1 48.95 +0.05 .1029
AvantisEM AVEM 3.4 50.22 +0.17 .5232 Vanguard FTSE PimcoEnhShMat MINT 1.4 98.67 +0.14 .23 VanEckJPMEMLCBd EMLC 5.8 23.82 +0.22 .118
NASDAQ AvantisUSEquity AVUS 1.4 71.91 +1.15 .2846 2.25 PrincipalSpectPfd PREF 4.6 17.03 +0.15 .0599 VanEckJrGoldMin GDXJ 2.1 35.23 +1.64 .7454
AvantisUSSCValue AVUV 1.7 79.96 +1.26 .3532
Developed Markets ProShBitcoin BITO ... 10.19 +0.05 ... VanEckMerkGoldTr OUNZ ... 17.01 +0.05 ...
AXSShInnovDly SARK ... 60.21 +0.80 ... BreakwDryBulk BDRY ... 7.82 +0.73 ... (VEA) ProShShBitcoin BITI ... 41.20 –0.51 ... VanEckOilSvcs OIH .6 299.06 –9.35 1.8075
AXSTSLABrDly TSLQ ... 58.18 –1.13 ... CapGrpCorePlus CGCP 3.3 22.51 +0.21 .0545 Vanguard Dividend ProShShtDow30 DOG ... 32.21 –0.54 ... VangdExtMkt VXF 1.1 141.13 +1.95 .4543
AXS2XInnovation TARK ... 11.45 –0.46 ... CapitalGrpDivVal CGDV 1.0 23.99 +0.38 .0966 2.12 ProShShortHY SJB ... 18.86 –0.18 ...
DirexTSLABr1x TSLS .1 36.46 –0.93 .0235 Appreciation (VIG) VangdInfoTech VGT .8 342.06 +3.44 .7639
CapGrpGlbGrw CGGO .4 21.26 +0.20 .0432 ProShShtMSCI EM EUM ... 15.61 +0.13 ... VangdSC Val VBR 2.0 168.57 +3.47 .7714
DirexTSLABl1.5x TSLL .1 11.78 +0.20 .0147 CapitalGrpGrw CGGR .2 21.02 +0.23 .0198 ProShShortQQQ PSQ ... 13.75 –0.08 ... VangdDivApp VIG 1.8 157.17 +3.26 .715
FT CapStrength FTCS 1.2 77.69 +1.58 .2563 CapGrpIntlFocus CGXU .7 21.39 +0.20 .0771 SPDR S&P 500 ETF ProShShRuss2000 RWM ... 23.27 –0.22 ... VangdEnergy VDE 3.1 128.76 +0.51 1.2365
FT EnhShtMat FTSM 1.1 59.47 +0.03 .137 1.59
CommSvsSPDR XLC 1.1 50.20 +0.67 .1095 Trust (SPY) ProShShrtS&P500 SH ... 15.30 –0.22 ... VangdExtDuratn EDV 3.1 86.68 +3.85 .6824
FT GlTactCommod FTGC 6.3 26.45 –0.21 .0073 CnsmrDiscSelSector XLY .9 142.63 +1.64 .33 ProShSh20+Tr TBF ... 22.10 –0.69 ... VangdFTSEDevMk VEA 3.5 43.10 +0.95 .1196
FT LowDurOpp LMBS 2.1 47.30 +0.03 .12 CnsStapleSelSector XLP 2.4 76.25 +1.57 .4605 ProShUltBlmCrude UCO ... 28.04 –1.36 ... VangdFTSE EM VWO 3.7 38.78 –0.19 .5294
FT MgdMuni FMB 2.4 49.96 +0.10 .1185 DimenCoreFxIncm DFCF 2.3 41.92 +0.24 .122 Vanguard Total Stock ProshUltBlmNatGas BOIL ... 50.69 +8.72 ...
1.57 VangdFTSE Europe VGK 3.7 56.48 +1.35 .2176
FT NasdCybersec CIBR .7 40.93 +0.55 .0033 DimenEmgCore DFAE 2.8 21.74 –0.02 .2765 Market (VTI) ProShUltraQQQ QLD ... 41.12 +0.53 ... VangdFTSE Pac VPL 3.4 65.85 +1.30 .149
FTRisingDivAch RDVY 1.6 46.50 +1.00 .2178 DimenEMCore2 DFEM 2.6 22.36 +0.06 .2274 ProShUltRus2000 UWM ... 35.57 +0.68 ... VangdFTSEAWxUS VEU 3.5 51.02 +0.77 .2613
FT SrLoanFd FTSL 4.4 45.05 –0.17 .228 DimenIntlCore DFAI 2.9 25.50 +0.60 .1463 ProShUltraS&P SSO .2 49.43 +1.47 .0402 VangdGrowth VUG .7 228.93 +2.53 .4296
FT TCW Opp FIXD 2.9 43.95 +0.29 .175 iShares Core S&P ProShUltSilver AGQ ... 25.92 +1.17 ...
DimenIntlValue DFIV 4.7 30.79 +0.76 .1385 1.23 VangdHiDiv VYM 2.9 112.49 +2.10 .7672
GlbXCloudComp CLOU ... 16.23 +0.41 ... DimenUSCore DFAU 1.4 28.46 +0.40 .1044 Small Cap (IJR) ProShUltDow30 UDOW .6 64.12 +3.16 .2456 VangdIntermBd BIV 2.3 74.98 +0.59 .1607
GlbX Cybersec BUG ... 23.30 +0.27 ... DimenUSCoreEq2 DFAC 1.4 25.55 +0.40 .0883 ProShUltRus2000 URTY ... 45.92 +1.24 ... VangdLongTermBd BLV 3.9 74.67 +2.12 .2509
GlbXNasd100Cv QYLD 12.3 16.45 –0.02 .1648 DimenUSEquity DFUS 1.4 43.76 +0.66 .1583 Vanguard Total Bond ProShUltS&P500 UPRO .2 38.64 +1.68 .0354 VangdMegaGrwth MGK .6 185.62 +2.04 .3465
GlbX Robotics&AI BOTZ .2 21.37 +0.46 .0466 DimenUSHiProf DUHP .8 25.04 +0.47 .0785 1.13 ProShUltShDow30 SDOW ... 24.48 –1.30 ... VangdMC VO 1.4 213.85 +3.93 .8051
InvscActMgdETC PDBC 42.7 16.73 –0.27 1.7574 DimenUSMktVal DFUV 1.8 35.14 +0.67 .161
Market (BND) ProShShtRus2000 SRTY ... 46.46 –1.26 ... VangdMC Val VOE 2.0 141.66 +2.97 .7041
InvscBS25CpBd BSCP 2.1 20.14 +0.01 .0446 DimenWorldexUS DFAX 3.5 21.87 +0.40 .2272 ProShUltS&P500 SPXU ... 14.88 –0.67 ... VangdRealEst VNQ 3.6 87.04 +1.54 .9164
InvscBS24CpBd BSCO 2.1 20.45 –0.01 .0429 DirexAeroBl3 DFEN .2 20.10 +0.91 .04 Invesco QQQ Trust ProShUltBloomCrd SCO ... 26.67 +1.20 ... VangdS&P500ETF VOO 1.6 369.80 +5.81 1.4692
InvscBS27CpBd BSCR 2.5 19.02 +0.04 .0494 0.74 ProShUltShBlmGas KOLD ... 12.35 –3.16 ...
DirexCSIChinaInt CWEB ... 33.31 –5.70 ... (QQQ) VangdST Bond BSV 1.3 75.27 +0.19 .1122
InvscBS26CpBd BSCQ 2.4 18.96 +0.03 .0476 DirexDJBear3X WEBS .0 34.99 –0.41 .0126 ProShUltDow30 DXD ... 40.39 –1.40 ... VangdSC VB 1.5 194.58 +3.58 .6654
InvscBS23CpBd BSCN 1.4 20.94 +0.01 .0322 DirexDJBull3X WEBL ... 6.64 +0.02 ... ProShUltShEur EPV .0 12.62 –0.62 .0006 VangdTaxExemptBd VTEB 1.9 49.51 +0.29 .0932
InvscBS22CpBd BSCM 1.6 21.23 –0.02 .0427 DirexEMBear3x EDZ ... 15.11 +0.26 ... SPDR Gold Shares ProShUltOil&Gas DUG ... 11.45 –0.10 ... VangdTotalStk VTI 1.5 201.54 +3.12 .7955
0.26
InvscGoldenDragon PGJ .6 22.78 –1.50 .0702 DirexEnergyBr2 ERY ... 27.35 –0.17 ... (GLD) ProShUltShQQQ QID ... 22.75 –0.33 ... VangdTotWrldStk VT 2.3 89.56 +1.39 .4026
InvscHYEquDivAch PEY 3.9 21.49 +0.44 .069 DirexEnergyBl2 ERX 1.8 73.21 +0.21 .4163 ProShUltShRus2000 TWM ... 14.88 –0.29 ... VangdValue VTV 2.3 145.09 +2.71 .864
InvscNasd100 QQQM .7 118.04 +0.75 .2454 DirexChinaBr3 YANG ... 19.08 +1.61 ... ProShUltShS&P500 SDS ... 42.09 –1.27 ... WisdTrEMxSOE XSOE 2.7 26.40 –0.36 .225
InvscQQQI QQQ .7 286.92 +2.10 .5186 DirexChinaBl3 YINN 1.1 33.14 –3.29 .0674
Vanguard FTSE ProShUltraSh20+ TBT ... 31.00 –2.03 ... WisdTrEM HiDiv DEM 9.4 35.79 +0.71 1.51
-0.49
iSh3-7YTreaBd IEI 1.2 115.30 +0.53 .1725 DirexFinlBear3 FAZ ... 16.69 –1.11 ... Emerging Markets RealEstSectorSPDR XLRE 3.5 38.80 +0.75 .3638 WisdTrFRTrea USFR 1.4 50.23 –0.14 .165
iShBiotech IBB .3 133.82 +0.08 .1586 DirexFinlBull3 FAS .8 87.20 +5.26 .2226 (VWO) SPDRBlackSrLoan SRLN 5.3 41.49 +0.05 .24 XtrksHarvCSI300 ASHR 1.3 26.60 –0.62 .3453
iShBrdUSDInvCpBd USIG 3.0 49.73 +0.70 .1399 DirexGoldMinBr2 DUST ... 15.87 –1.31 ... Source: Barron’s Statistics SPDR Blm HY Bd JNK 5.6 91.94 +0.92 .4613 XtrrsLowBetHYBd HYDW 4.2 45.32 +0.45 .2017
iShCoreMSCITotInt IXUS 3.9 58.72 +0.92 .9481 DirexGoldMinBl2 NUGT ... 33.77 +2.57 ... SPDRBlmIntTrBd BWX 1.2 22.43 +0.39 .024 XtrksMSCIEAFE DBEF 1.9 38.07 +0.56 .50
iShCore1-5YUSDBd ISTB 1.8 46.50 +0.17 .0944 DirexHmbldrBull3 NAIL ... 30.34 +2.21 ... SPDRBlmInvGrdFR FLRN 1.4 30.35 +0.02 .09 XtrksUSDHYCpBd HYLB 5.2 34.40 +0.39 .1515
D ATA MUTUAL FUNDS D ATA P R O V ID E D BY LIP P E R B A R R ON S .C OM / D ATA

About Our Funds
The listings include the top 1250 NOTICE TO READERS: Closed End Fund listings have moved to
Cash Track
open-end funds by assets. These
funds value their portfolios daily barrons.com/cefund. They will no longer appear in print. The
and report net asset values (the
dollar amount of their holdings Herzfeld chart has moved to the Market Lab Newsletter. To sign
divided by the number of shares
outstanding) to the National up for the newsletter, go to barrons.com/newletters. Wary: Many investors remain skittish about stocks and bonds, and some are opting for what they view as
Association of Securities Dealers.
Total returns reflect both price safer harbors for their cash. The latest four-week moving averages show weekly net inflows into stock funds
changes and dividends; these Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. dropping by 74%, to $1.56 billion, while those into money funds rose by 78%, to $10.7 billion. Taxable bond funds
figures assume that all distribu- NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
tions are reinvested in the fund. AkreFocusRtl 51.60 0.89 -19.5 21.5 OCP2035 10.01 0.14 -13.7 11.8 Growth n 37.07 0.64 -17.3 18.4
suffered net weekly outflows of $6.5 billion, while muni funds saw money leave at a $2.0 billion weekly pace.
Because Lipper is constantly up-
dating its database, these returns Alger Funds A: OCPINRET 9.31 0.12 -11.5 9.0 RisingDivd n 21.53 0.33 -0.7 35.6
may differ from those previously CapApr 21.01 0.25 -32.9 15.8 SmCapGrowth 17.84 0.15 -22.8 30.3 Equity Funds Municipal Bond Funds
published or calculated by others. B
3 year returns are cumulative. The SpectraN 15.84 0.16 -35.4 7.0 SmCpVal 9.93 0.13 -9.8 40.6 6800 -800
NAV is the last reported closing Alger Funds Inst: American Century Y:
price for the week. Footnotes: NA: Baird Funds:
not available. NE: performance CapApprI 27.65 0.32 -32.9 15.8 IntTF 10.61 0.03 -8.2 -1.1 2200 -1600
AggBdInst 9.63 0.08 -13.4 -7.3
excluded by Lipper editor. NN: fund AllianzGI: American Funds Cl A:
not tracked. NS: fund not in CorBdInst 9.90 0.08 -12.9 -6.1 -2400 -2400
existence for whole period. e: ex MidCpValA 31.06 0.68 -9.6 18.6 2010TarRetA 11.25 0.13 -8.8 10.0 IntBdInst 10.08 0.04 -8.9 -3.4
capital gains distributions. f: Amana Income: 2015TarRetA 11.80 0.15 -9.8 10.6
previous day’s quote. n: no front-
QualIntMunBdInst 10.90 0.02 -6.4 -1.6 -7000 -3200
AmanaIncm n 61.67 0.87 -6.0 36.0 2020TarRetA 12.77 0.17 -10.4 11.2 ShtTBdInst 9.19 0.00 -4.3 -0.4
or back-end sales charge. p: fund
assets are used to pay marketing AmanaGrowth n: 2025TarRetA 14.15 0.18 -12.1 13.0 BalanA p: -11600 -4000
and distribution costs (12b-1 fees). 2030TarRetA 15.39 0.20 -13.5 14.6
r: fund levies redemption fee or AmanaGrowth n 61.21 0.69 -16.8 50.8
2035TarRetA 16.60 0.23 -15.0 18.0
BalanA p 22.19 0.28 -14.1 18.9 Sep Oct Nov Sep Oct Nov
back-end load. s: stock dividend or Amer Beacon Insti: Baron Funds:
split of 25% or more. t: fund charges 2040TarRetA 17.30 0.24 -16.1 19.3
12b-1 fees (for marketing and IntlInst 16.02 0.35 -11.5 1.2 2045TarRetA 17.71 0.25 -16.5 19.4 Asset n 89.18 1.59 -24.1 16.8 Money Market Funds Taxable Bond Funds
distribution) and a back-end load. LgCapinst 27.56 0.54 -2.4 32.1
v: capital-gains distribution may be 2050TarRetA 17.36 0.24 -17.3 18.7 Growth n 94.92 2.04 -18.3 31.8 11700 4400
a return of capital. x: ex cash SmCpInst 28.03 0.40 -2.3 34.6 AmcpA 31.04 0.34 -26.5 14.4 Opportunity n 25.15 0.30 -39.2 31.7
dividend. Amer Beacon Inv: AMutlA 51.47 0.96 -1.9 31.6 Partners n 131.46 2.26 -32.3 134.5 7300 -400
Net YTD 3-Yr. LgCapInv 24.49 0.48 -2.7 30.8 BondA 11.44 0.11 -12.5 -3.9 SmallCap n 27.65 0.47 -26.9 20.3
NAV Chg. % Ret. % Ret. American Century A: BalA 29.47 0.41 -10.5 17.2 Baron Instl Shares: 2900 -5200
EqIncA 9.62 0.15 -0.9 19.2 CapIBA 64.21 1.08 -6.7 13.5 AssetInst 94.15 1.69 -23.9 17.7
A
CapWA 16.14 0.17 -17.8 -13.4 DiscoveryInst 24.03 0.22 -31.8 20.7
-1500 -10000
American Century G:
AAM: EmgMktsDebt 8.67 0.09 -13.6 -6.7 CapWGrA 52.76 0.78 -15.9 15.2 EmergingMktsInst 12.79 -0.19 -27.2 -7.8 -5900 -14800
B&GIncGroClI 23.36 0.45 -7.0 27.9 FocusDynamGrowth 39.95 0.47 -32.0 31.5 EupacA 50.50 0.57 -21.6 4.1 GlobalAdvInst 27.10 0.01 -47.7 -3.2
FdInvA 63.38 1.00 -14.2 24.7 GrowthInst 99.64 2.14 -18.1 32.8
Sep Oct Nov Sep Oct Nov
ShDurFdClassI 9.70 -0.01 -1.8 1.0 GlBond 8.95 0.07 -11.4 -7.0
AB Funds: InfAdjBd 11.14 0.17 -11.5 5.0 GBalA 32.72 0.47 -14.0 6.6 PartnersInst 136.49 2.36 -32.1 136.3 A red chart indicates a lower value than the starting period. Green means it's higher than the starting period.
NonUSIntrVal 8.80 0.13 -9.9 -7.2 GovtA 12.32 0.10 -10.8 -3.2 RealEstateInst 29.98 0.52 -25.4 38.7 The charts above show four-week moving averages of net cash flow in millions of dollars. BARRON'S • Lipper FMI
AlBeGblBndFdClZ 7.21 0.06 -11.2 -7.1
SDIPB 10.52 0.06 -3.6 9.7 GwthA 53.95 0.59 -27.4 23.4 SmallCapInst 29.61 0.51 -26.8 21.2
AllMktRtrn1 9.38 0.12 -2.5 27.3
Sustain Equity 41.20 0.63 -15.0 37.1 HI TrA 9.14 0.05 -8.9 8.5 BBH Funds:
BdInfStr1 10.15 0.10 -8.8 6.7 Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
American Century I: HiInMuniA 14.38 0.03 -12.4 -3.0 BdMktN n 9.94 0.01 -1.6 2.7
CapFdInc.LCapGow 73.94 1.02 -25.2 34.0 NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
ICAA 43.58 0.69 -13.8 27.7 Bernstein Fds:
DiscovValFd 21.89 0.36 -12.2 26.1 CaHYMu 9.52 0.04 -12.4 -4.4 HlthScOp 70.47 1.28 -5.4 31.5 Bridge Builder Trust: LargeCapValueA 37.84 0.73 -3.8 31.0 AcornIntl I 21.96 0.45 -32.1 -7.7
IncoA 23.95 0.40 -5.4 19.4
ImpactMunIncmSh 9.33 0.04 -12.9 -3.5 DiscCoreVal 32.42 0.64 -8.4 30.3 Ca Mu n 13.52 0.03 -5.5 -1.1 HYMuni 8.68 0.01 -15.9 -3.4 LargeCapValueI 37.75 0.73 -3.6 31.9 AltBeta I 28.49 0.07 0.9 -1.5
IntBdA 12.43 0.05 -7.8 -1.7 CoreBond 8.86 0.08 -13.0 -6.4
IntlStraEquPtZ 10.97 0.23 -17.4 -1.2 DivBnd 9.29 0.09 -13.4 -7.0 DivrMuni n 13.59 0.03 -6.4 -0.8 Interntnl 16.75 0.24 -23.6 7.3 MidCapA 32.45 0.51 -22.8 19.0 Balanced I 43.43 0.59 -14.1 19.1
IntlGrIncA 32.07 0.58 -16.3 3.8 CorePlusBond 8.79 0.09 -13.2 -5.1
MuniIncmShares 10.81 0.03 -13.0 0.0 EmgMkt 9.83 -0.10 -30.0 -13.1 EmMkts n 23.38 -0.07 -22.5 -4.0 iShMSCIIntldx 13.69 0.31 -13.5 6.7 MidCapI 37.71 0.59 -22.5 20.0 ConSec I 19.14 0.16 -17.8 30.6
LtdTEBdA 14.96 0.02 -5.6 -1.4 Intl Eq 11.08 0.25 -17.2 -0.1
MuniInflStr1 10.34 0.08 -5.5 7.0 EqInc 9.64 0.15 -0.6 20.8 IntDurInstl 12.88 0.12 -13.8 -7.8 iShRus2000SCpIdx 21.64 0.22 -15.7 19.6 SmallCapGrowthA 34.25 0.33 -25.6 19.9 ContCore I 28.47 0.47 -14.5 34.9
N PerA 50.85 0.69 -23.4 24.6 LargeCapGrowth 17.99 0.24 -23.5 31.6
SmCapGrwPortZCl 55.14 0.31 -35.9 11.2 Growth 39.47 0.50 -27.4 29.5 IntmDur n 11.28 0.11 -13.9 -8.6 MdCpDvd 21.64 0.45 -0.7 37.8 SmallCapGrowthIS 38.99 0.39 -25.3 21.3 DivIncom I 30.33 0.56 -2.7 36.6
NEcoA 44.74 0.43 -27.7 11.6 LargeCapValue 16.56 0.31 -2.9 37.4
AB Funds - A: IntTF 10.61 0.03 -8.3 -1.2 IntmedDivMuni 13.58 0.03 -6.3 -0.6 MdCpGrEq 31.75 0.64 -33.8 11.9 SmallCapGrowthI 38.17 0.38 -25.4 20.9
NwWrldA 67.37 0.39 -21.7 6.0 MunicipalBond 9.65 0.02 -8.5 -2.2 DivOppty 37.94 0.70 1.0 33.2
MdCapVal 16.96 0.35 1.6 30.7 NY Mun n 13.11 0.02 -6.4 -1.8 MultiAstIncome 9.69 0.11 -10.9 3.4 Clipper:
BalWlthStrA 13.54 0.17 -18.4 -1.6 SmCpA 57.75 0.70 -27.8 13.2 S/MCapGrowth 12.28 0.19 -26.8 16.0 EmgMkt 11.27 -0.15 -34.2 -12.9
SDIPB 10.49 0.06 -4.0 8.2 BlackRock Funds: NatlMuni 9.89 0.02 -10.9 -4.5
GlobalBondA 7.21 0.06 -11.4 -7.9 STBFA 9.42 0.01 -4.3 -1.6 S/MCapValue 13.92 0.26 -5.6 29.9 ClipperFd n 108.73 1.13 -17.2 10.0 FlexCap 13.59 0.18 -8.6 23.5
ShtDurStrInc 8.85 0.01 -6.3 1.3 CoreBd Inst 8.27 0.09 -13.6 -7.5 NYMUNIOPP 10.24 0.00 -9.2 -3.1
GrowthA 83.93 1.15 -25.9 25.7 STTxExBdA 9.80 0.02 -3.4 -0.8 Bridgeway Funds: Cohen & Steers: FlotRte 33.06 0.00 -2.6 5.2
SmCapGrowth 17.47 0.15 -23.0 29.7 CoreBd K 8.30 0.09 -13.5 -7.3 ScTechOppInst 40.30 0.25 -38.9 29.9
HighIncomeA 6.60 0.05 -11.6 -2.3 TECAA 16.13 0.04 -9.9 -3.7 SmCpVal n 37.01 0.56 -2.6 87.4 GblInfrI 22.86 0.59 -2.3 16.7 GlbTechGw I 50.53 0.45 -30.0 34.4
SmCapVal 9.92 0.13 -9.9 39.8 CreStraInc Inst 8.69 0.05 -10.1 -2.6 StratIncOpptyIns 9.30 0.04 -5.9 3.0
LgCpGrA 65.92 0.91 -25.4 32.7 TxExA 11.99 0.03 -9.8 -3.1 Brown Advisory Funds: GlbRltyI 50.38 0.74 -23.2 -3.8 LgCapGr 7.39 0.10 -29.4 18.1
Sustain Equity 40.90 0.61 -15.5 34.7 HiYBlk 6.73 0.06 -9.7 3.5 StratMuniOppI 10.25 0.00 -12.5 -6.1
MuCA A 10.18 0.03 -9.5 -2.7 WshA 54.54 1.04 -6.1 33.3 InstlRlty 45.42 0.85 -21.4 11.5 LgCpGrow I 46.71 0.54 -28.1 29.1
Ultra 67.11 0.55 -27.0 40.0 TacOpp Inst 14.41 0.11 2.3 9.9 EmrgMktFdInstlSh 9.61 -0.08 -18.8 2.3
NtlMuA 9.44 0.02 -10.3 -3.3 AMG Funds: HiYInvA 6.72 0.05 -10.2 2.0 IntlRltyI 8.96 0.12 -24.3 -16.6 LgCpIdx I 50.30 0.77 -14.4 34.2
Value 9.08 0.16 3.2 33.4 TotRet 9.93 0.10 -14.0 -6.7 GrowEqInv n 23.69 0.29 -30.9 12.7
RelatValA 6.54 0.09 -0.9 31.4 HiYldBd Inst 6.72 0.05 -9.9 3.0 PrefSecIncmA 11.81 0.06 -12.7 -3.3 MdCpIdx I 14.73 0.29 -8.8 32.4
American Century Ins: RRSmCapValI 14.95 0.21 -2.8 23.4 GrwthEquityInst 24.19 0.30 -30.8 13.3
SmCpGroA 47.73 0.26 -36.1 10.0 InflProtBdA 9.56 0.14 -11.3 4.6 WorldInc 5.13 0.05 -15.1 -7.4 PrefSecIncnI 11.85 0.07 -12.4 -2.4 MidCapGth I 20.72 0.22 -28.2 15.6
AMG Managers Funds: SmallCapFndInst 29.99 0.38 -4.2 20.9
SmMdCpGrA 8.83 0.08 -33.2 13.5 CAIntTf 11.04 0.03 -7.3 -1.9 InflProtBdInst 9.83 0.14 -11.1 5.4 BlackRock Funds K:
Brandywine I n 34.84 0.31 -22.6 18.4 SmCapGrInv n 22.37 0.18 -17.9 17.6 RltyIncA 15.28 0.29 -23.1 9.0 SelComunInfo 109.24 1.26 -26.1 56.3
SustGlblThemGrA133.05 2.31 -24.8 32.5 American Century Inv: LDurBlk 8.91 0.02 -5.4 -1.9 CapAppr 27.74 0.34 -33.7 16.5
GWKMBd I 11.09 0.05 -8.7 -3.6 BrownSmCoInv n: RltyIncI 16.34 0.31 -23.0 9.9 SelLCVal 32.57 0.59 1.8 41.8
AB Funds - ADV: Balanced n 16.30 0.22 -14.8 13.2 LowDurBdA 8.91 0.02 -5.7 -2.9 BlackRock Funds R: RltyShs n 63.32 1.19 -21.7 10.9 SelMdCpVal I p 12.61 0.28 -6.0 37.7
GWKSmCpCr I 29.71 0.28 -12.7 28.5 BrownSmCoInv n 74.03 0.22 -36.5 -13.2
CaHYMu n 9.52 0.03 -12.6 -5.0 LowDurI Inst 8.92 0.02 -5.4 -2.1 Equity Div 19.79 0.42 -1.7 24.6 Colorado BondShares: SmCapGth I 19.11 0.33 -33.4 11.2
BondInflStrat 10.39 0.10 -8.8 7.0 TSSmCapGrFd Z 15.17 0.26 -17.5 29.9
CAIntTF n 11.04 0.03 -7.5 -2.4 BlackRock Funds A: Buffalo Funds:
CAPtf 10.18 0.03 -9.3 -2.0 YachtmanFocFd I 19.83 0.29 -6.2 33.8 BNY Mellon: ColoradoBdShs 8.57 0.01 -5.2 4.7 SmCapVal I 45.84 0.81 -5.5 38.4
CorePls n 9.32 0.09 -14.7 -7.4 AdvLCGrwA 16.79 0.21 -26.0 29.4 DiscFd n 21.34 0.19 -26.2 11.6 SmCpIdx I 25.45 0.30 -11.1 28.5
ConGroAdv 47.01 0.85 -22.0 28.2 YacktFocFd N n 19.86 0.29 -6.4 33.0 SCMultiStrM 19.86 0.29 -14.5 28.6 Columbia Class A:
DiscCoreVal n 32.33 0.63 -8.6 29.5 AdvLgCapCore 16.00 0.24 -16.8 31.4 SmCap n 14.11 0.09 -26.2 31.9 StratInc I 20.70 0.14 -10.9 -1.3
GlbBd 7.20 0.05 -11.2 -7.3 YacktmanFd I 23.25 0.37 -5.1 35.7 BNY Mellon Funds: AcornA 6.46 0.09 -30.8 -1.6
DivBnd n 9.29 0.09 -13.5 -7.4 BalCapFd 22.16 0.28 -13.9 17.5 Thermostat I 14.52 0.16 -12.2 22.1
HiIncmAdv 6.61 0.05 -11.4 -1.5 Angel Oak Funds Trst: Aprec n 40.02 0.56 -15.7 38.0 C AMTTEBd 14.15 0.05 -14.4 -7.4
EqGro n 25.19 NA NA NA BasicVal 17.45 0.37 -1.9 27.3 TotReBd I 29.82 0.34 -17.4 -7.0
IntlSmCapPtADV 10.28 0.22 -20.9 0.8 AglOkMtiStFdClIn 8.65 0.00 -11.9 -9.7 AssetAllocM 12.65 0.15 -13.7 17.7 BalancedA 43.53 0.60 -14.3 18.2
EqInc n 9.62 0.15 -0.8 20.1 CAInsMuni 11.66 0.01 -9.2 -3.4
IntlStraEquPtADV 10.95 0.22 -17.4 -1.2 CA AMTMuBdZ n 13.16 0.05 -11.0 -5.2 Calamos Funds: BldrAggrsv 10.91 0.15 -16.7 13.9 USTrsIdx I 9.99 0.09 -12.2 -8.4
FocLgCapVal n 10.36 0.20 2.9 27.7 AQR Funds:
IntlStrgCore 11.85 0.27 -14.5 0.9 CapAppr 24.11 0.29 -33.9 15.3 Dr500In n 51.09 0.78 -14.7 32.9 ConvI 16.28 0.15 -18.8 30.2 BldrMod 9.29 0.12 -15.5 5.6 Columbia Class I2:
FocusDynamGrowth n 37.82 0.43 -32.5 28.1 DAFR6 11.61 0.01 -3.9 29.7 EqtyDivd 19.52 0.41 -1.4 25.8
LgCpGrAdv 74.05 1.03 -25.2 33.7 Dreyf n 14.24 0.18 -13.7 43.1 Gr&IncA 39.53 0.48 -15.1 29.8 ContCoreA 28.11 0.46 -14.7 33.8 ContCore I2 29.14 0.48 -14.4 35.1
GinnieMae n 9.04 0.10 -10.7 -9.0 DivArbI 11.62 0.01 -4.0 29.4 GlblAlloc 16.71 0.11 -14.8 12.1
MuniBdInfl 10.41 0.08 -5.4 7.3 DreyMid r Inv n 32.43 0.62 -9.1 31.3 Gr&IncI 37.64 0.45 -14.9 30.8 DisplCoreA 12.39 0.20 -14.6 32.3 DivIncom 30.86 0.57 -2.7 36.9
GlGold n 9.89 0.37 -14.9 4.2 LgCapDefStyle I 28.41 0.52 -11.2 27.9 HlthScOp 66.00 1.20 -5.6 30.5
NationalPtf 9.44 0.02 -10.1 -2.6 FloRtIncY 10.78 0.01 -1.6 7.8 GrowthA 28.84 0.30 -29.1 18.2 DivIncA 30.30 0.57 -2.9 35.6 MidCapIndx 15.20 0.29 -8.8 32.4
Grwth n 38.30 0.48 -27.5 28.7 LgCapDefStyle R 28.39 0.52 -11.1 28.2
RelatValAdv 6.62 0.09 -0.7 32.5 LgCp Focus Gr 4.54 0.06 -33.8 16.6 GblRealRtY 15.92 0.05 -8.8 9.0 MktNeutA 14.01 0.05 -4.6 5.5 DivOpptyA 37.69 0.69 0.8 32.3 SmCapIndx 26.18 0.30 -11.1 28.4
Heritage n 19.12 0.33 -24.8 21.2 LgCapMomStyle I 21.47 0.32 -14.6 39.5
SelectUSLgShrt 13.39 0.11 -7.8 22.0 MdCpGrA 27.00 0.54 -33.9 11.1 GlbStkI 23.00 0.41 -17.7 19.7 MktNeutI 13.85 0.05 -4.3 6.4 EqValA 11.85 0.23 -6.2 20.7 Columbia Class I3:
InfAdjBd n 11.13 0.16 -11.8 3.5 LgCpMultiStyle R 18.17 0.27 -10.4 34.7
SmCapCorePortADV 13.15 0.15 -14.0 21.9 MultiAstIncome 9.68 0.11 -11.0 2.6 GlFxIncI 19.49 0.15 -8.9 -2.8 Calvert Investments: FocEqA 11.38 0.17 -25.8 28.6
InfProBd n 10.40 0.06 -4.1 7.8 LngShrtEq I 14.32 0.36 16.3 30.9 Balanced I3 43.96 0.60 -14.1 19.4
SmMdCpGr 9.96 0.08 -33.1 14.4 NatlMuni 9.90 0.02 -11.0 -5.2 HYldI 5.18 0.04 -10.9 0.0 GlobEq 14.66 0.25 -25.4 20.9
Intl Gr n 10.99 0.21 -23.7 7.7 MgdFutStrI 9.74 -0.01 34.2 34.6 Bal A 35.94 0.48 -13.3 17.0 Bond I3 29.14 0.27 -15.2 -8.0
SmMidCpValAdv 22.79 0.36 -12.2 25.8 NYMUNIOPP 10.25 0.00 -9.4 -3.8 InstS&PStkIdx I 64.88 0.99 -14.4 34.2 GlobTech 53.51 0.64 -26.6 56.1
IntTF n 10.61 0.03 -8.4 -1.7 StylePremAlt R 9.49 0.21 34.4 28.8 Eq A 70.27 1.32 -15.3 39.9 ContCore I3 29.17 0.48 -14.4 35.3
SustGlbThemAdv144.47 2.51 -24.7 33.5 ScTechOppA 36.65 0.22 -39.0 28.9 Interm n 12.41 0.04 -8.1 -3.0 HiYldBd 10.40 0.09 -10.0 1.4
MdCapVal n 16.93 0.34 1.3 29.8 Aquila Funds: LCCoreReIdxA 34.24 0.56 -17.8 33.7 DivIncom 30.92 0.58 -2.6 37.1
SutblIntlThemat 18.03 0.32 -24.2 12.0 StratMuniOpp 10.25 0.01 -12.7 -6.7 IntlStkI 21.24 0.38 -21.2 8.1 IncmBldr 11.11 0.15 -12.0 4.2
OneChAgg n 14.96 0.22 -15.4 16.7 HI TF A 10.44 0.03 -7.2 -3.7 Carillon Eagle: SelMidCpVal 12.55 0.28 -5.8 38.5
TxMgdWlthAppAdv 17.59 0.31 -16.1 17.4 StrtIncOpptyInvA 9.29 0.04 -6.3 2.0 IntlStkY 20.98 0.36 -21.2 8.2 IntmMunBdA 9.37 0.02 -8.0 -2.8
OneChCon n 12.79 0.17 -12.8 8.8 ArbitrageI : MdCpGrA 70.53 1.24 -21.7 24.7 SmCpVal II 17.96 0.33 -8.3 40.0
WlthApprStr 17.36 0.31 -16.1 18.0 TotRet 9.93 0.10 -14.3 -7.5 MunBd n 10.50 0.03 -10.6 -4.0 LgCpGrowA 43.87 0.52 -28.3 28.1
OneChMod n 14.33 0.19 -14.8 12.8 ArbitrageI 13.10 0.03 -1.4 5.9 Carillon Reams: STBond 9.32 0.02 -5.1 -0.6
AB Funds - C: BlackRock Funds C: NY Tax n 13.23 0.04 -10.3 -4.4 LgCpIdx n 49.78 0.75 -14.6 33.2
OneChoice2025 n 13.39 0.17 -12.4 8.5 Ariel Investments: CorePlBd I 29.90 0.32 -11.6 0.8 Columbia Funds:
LgCpGrC 43.62 0.59 -25.9 29.8 OneChoice2030 n 11.83 0.15 -13.3 9.4 GlblAlloc 14.51 0.10 -15.4 9.6 ResrchGrA 12.86 0.09 -30.1 25.7 LgCpVl A 16.55 0.32 -2.0 32.9
ApprecInv n 39.40 -2.35 -9.5 24.8 UnconstrndBd I 11.79 0.07 -5.4 5.1 UltShortBd Inst3 8.96 0.01 0.4 2.6
AB Funds - I: OneChoice2035 n 14.96 0.21 -14.0 10.6 HlthScOp 54.76 0.98 -6.2 27.6 ResrchGrZ n 13.37 0.09 -30.0 26.5 LiGoBalA 10.15 0.14 -16.0 9.6
Ariel Inv n 65.47 -3.04 -15.1 24.1 Carillon Scout: Commerce Funds:
OneChoice2045 n 15.98 0.23 -15.3 13.2 MultiAstIncome 9.66 0.10 -11.7 0.2 SmCpStk r Inv n 29.74 0.35 -11.3 27.6 MdCpIndxA n 14.80 0.28 -9.1 31.4
GlbBd 7.20 0.05 -11.2 -7.2 Bond n 17.38 0.16 -12.8 -7.2
Aristotle Value: BlackRock Funds III: SmMidCpGrI 23.36 0.31 -31.4 13.7 MidCap I 20.90 0.40 -14.4 29.3 MidCapGthA 18.09 0.19 -28.4 14.7
LgCpGroI 73.51 1.02 -25.2 33.7 OneChoiceRet n 11.90 0.15 -11.9 7.8
Equity Fund n 18.25 0.31 -11.2 31.2 StratValA 42.83 0.78 4.9 50.5 CausewayInst : SelgComuInfoA 95.46 1.10 -26.3 55.2 Community Capital Tr:
SmCpGroI 54.65 0.30 -35.9 10.9 Select n 89.11 0.77 -23.6 32.8 iShS&P500IdxK473.33 7.26 -14.3 34.9
SmCapGrowth n 16.66 0.14 -23.1 29.0 Artisan Funds: iShUSAggBdIdxK 8.99 0.10 -12.6 -7.6 StrgVal I 43.17 0.79 5.1 51.7 CausewayInst 16.02 0.32 -7.9 9.4 SelMidCpValA 12.56 0.28 -6.2 36.7 CRAQualInvFd 9.37 0.07 -10.0 -8.1
Aberdeen Fds:
SmCpVal n 9.80 0.13 -10.0 39.1 GblOppInst 27.53 0.36 -27.2 20.7 BlackRock Funds Inst: U.S.EqY 22.04 0.31 -18.3 23.7 CIBC Atlas: SmCpIdxA n 25.17 0.30 -11.3 27.5 Credit Suisse Common:
EmMktEqty Inst 12.54 -0.20 -27.3 -6.3 WWGrA 62.27 0.90 -15.4 35.7 StratIncA 21.11 0.15 -11.1 -2.2
Sustain Equity n 40.75 0.61 -15.6 33.8 GblOppInv n 26.84 0.35 -27.4 19.8 AdvIntl Inst 15.83 0.35 -13.4 7.8 DispEq Inst 26.14 0.43 -15.6 30.8 ComdtyRet 28.14 NA NA NA
UltStMuniIncInst 10.01 0.00 0.7 1.7 BNY Mellon Funds Tru: TaxEA 11.54 0.04 -12.5 -6.5
Ultra n 63.80 0.53 -27.2 39.2 Intl Inv n 24.25 -0.19 -18.4 -1.7 AdvLCGrwInst 17.86 0.23 -25.8 30.4 ClearBridge: CrossingBridge:
USSmCapEq Inst 34.72 0.31 -21.8 32.5 TechA 48.15 0.42 -30.1 33.4
Value n 9.05 0.15 2.9 32.6 IntlInst 24.37 -0.25 -18.2 -1.0 AdvLgCapCore 16.92 0.25 -16.6 32.3 BondFd 10.93 0.11 -13.2 -7.7 AggressGrowthA n 117.32 1.46 -21.0 4.0 LwDurHYld Inst 9.91 0.02 0.2 12.1
Advisers Inv Trst: ThermoA 14.77 0.16 -12.4 21.2
VeryCon n 11.41 0.11 -10.6 5.3 IntlVal Inst 38.18 0.56 -7.8 22.2 BalCapFd 22.30 0.28 -13.7 18.4 EmgMkts 10.42 -0.02 -21.8 -0.4 AggressGrowthI143.10 1.79 -20.8 5.0 Cullen Funds:
Balanced n 82.74 1.25 -6.7 27.1 IntlVal Inv n 38.08 0.56 -8.0 21.3 IncomeStk 9.59 0.15 6.8 41.1 TotReBdA 29.80 0.34 -17.6 -7.7
American Century R6: BasicVal 17.87 0.37 -1.6 28.4 AllCapValueA 13.67 0.28 -3.5 22.1 HiDivEqI 16.17 0.28 -1.7 22.5
Growth n 101.39 1.68 -6.6 40.0 MidCapInst 34.88 0.40 -34.0 18.2 IntmBdFd 11.60 0.04 -7.0 -2.6 Columbia Class Adv:
AmCentUltraFdR6 67.61 0.56 -26.9 40.7 CAInsMun 11.67 0.01 -9.0 -2.6 AppreciationA 30.27 0.53 -9.3 32.5
Muni n 8.05 0.03 -7.3 -1.1 MidCapInv n 29.25 0.39 -34.1 17.4 MCMultiStrM 18.54 0.38 -15.5 27.1 ContCore 29.15 0.47 -14.5 34.8
EmgMkt 9.84 -0.09 -29.9 -12.6 CapAppr 27.42 0.33 -33.8 16.2 AppreciationI 30.10 0.53 -9.1 33.7 D
AdvisorsInnerCir: MidCapVal Inv n 16.44 -2.93 -8.2 25.6 NtlIntmMuni 12.62 0.03 -8.3 -2.4 DivIncom 30.90 0.58 -2.7 36.7
EqInc 9.65 0.15 -0.5 21.4 EmgMkts 21.92 -0.13 -26.5 -4.5 AppreciationIS 30.23 0.53 -9.1 34.0
LSVValEq 28.70 0.57 -1.2 27.9 SmCpInv n 30.82 0.45 -26.3 9.1 NtlShTMuni 12.35 0.02 -3.0 -0.6 Columbia Class C: Davenport:
Growth 39.59 0.50 -27.3 30.1 EqtyDivd 19.61 0.41 -1.2 26.7 DividendStrat1 n 28.50 0.67 -5.4 34.4
AIG Funds: Ashmore Funds: FloRateIncPorIns 9.43 0.00 -0.9 7.4 Boston Trust Walden: DividendStratA 28.47 0.66 -5.6 33.2 Balanced 43.29 0.58 -14.9 15.6 Davenport Core n 27.40 0.57 -16.5 20.2
InfAdjBd PACH R6 11.12 0.16 -11.7 4.3
FDivStII 17.25 0.31 -3.1 10.1 MdCapVal 16.96 0.35 1.7 31.3 EmgMktTRInst 4.65 NA NA NA GlblAlloc 16.88 0.12 -14.6 13.0 BostonBalanced 59.65 0.87 -11.6 19.1 DividendStratI 29.46 0.68 -5.4 34.4 DivInc 29.25 0.54 -3.6 32.6 EqOpp n 19.80 0.41 -19.3 26.0
Akre Funds: OCP2025 9.72 0.13 -12.0 9.7 Ave Maria Funds: GlobLg/ShrtCrIns 9.12 0.02 -8.1 0.2 BrandesInstIE I : LargeCapGrowthA 45.32 0.57 -30.2 14.3 Columbia Class I: Val&Incm n 17.83 0.35 -8.7 18.4
AkreFocusInst 53.40 0.94 -19.3 22.5 OCP2030 10.64 0.14 -13.0 10.6 Bond n 11.76 0.05 -2.1 8.6 HiEqInc 27.93 0.57 0.3 26.5 BrandesInstIE I 15.68 NA NA NA LargeCapGrowthI 52.15 0.67 -30.0 15.3 Acorn I 9.40 0.13 -30.6 -0.8 Davis Funds A:

Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
NYVen A 23.10 0.25 -15.8 8.8 LowDurBdI 9.37 0.02 -3.4 -0.5 Fidelity: StkSelMC 37.81 0.80 -11.0 26.8 Freedom2025 K 12.35 0.17 -15.1 9.8 IntlDisc n 40.82 0.90 -22.9 8.7 USMomentumIdx 14.58 0.23 -12.9 42.6 CvtSc A 20.91 0.20 -15.5 34.7
Davis Funds C & Y: LowDurBdN n 9.36 0.02 -3.7 -1.2 500IdxInstPrem n 140.01 2.15 -14.3 34.9 StrInA 10.84 0.09 -10.9 0.3 Freedom2025K6 12.32 0.17 -15.0 10.2 IntlEnhIdx n 9.68 0.25 -13.1 7.6 USValueIndex 11.29 0.20 1.3 29.3 DynaTech A 97.58 1.41 -37.1 14.7
NYVenY 23.98 0.26 -15.7 9.6 ShillerEnhCAPEI 14.20 0.24 -18.3 21.3 BalancedK6 12.25 0.16 -15.2 26.6 TotalBdA 9.43 0.09 -12.8 -5.1 Freedom2030 K 15.47 0.21 -15.2 12.3 IntlGrRet n 16.82 0.41 -20.1 11.7 Fidelity Selects: EqIn A 29.86 0.51 -4.6 30.0
Del Invest Instl: TotRetBdI 8.86 0.08 -12.3 -8.7 Contrafund K6 17.65 0.21 -24.0 27.7 Fidelity Advisor C: Freedom2030K6 15.43 0.21 -15.1 12.7 IntlScOpps n 19.64 0.67 -26.0 9.0 Banking n 27.39 0.49 -6.0 18.1 FlRtDA A 7.38 0.00 -1.8 3.3
CorpBdI 15.13 0.18 -16.6 -7.0 TotRetBdN n 8.85 0.07 -12.5 -9.4 EmgMktIdxInstPre n 9.47 -0.04 -21.7 -5.1 BalancC 22.65 0.29 -16.3 21.5 Freedom2035 K 13.36 0.19 -15.6 16.7 IntlSmCap n 26.85 0.62 -16.9 8.8 Biotech n 16.07 0.07 -17.0 6.3 FoundFAlA 13.04 0.13 -10.6 4.0
Value 20.64 0.41 -1.2 23.9 Driehaus Funds: ExtMktIdxInstPre n 67.45 0.93 -22.3 18.2 GrOppC 76.53 0.92 -34.5 25.0 Freedom2035K6 13.33 0.19 -15.6 17.2 IntMu n 9.84 0.03 -7.1 -1.3 Broker n 115.02 2.50 -12.5 52.1 FrkIntlGrthA 15.13 0.41 -29.1 -1.5
EmMktsGr n 32.01 NA NA NA FidAdAsset 13.15 0.10 -9.7 3.1 NwInsghtC 23.44 0.29 -25.1 16.4 Freedom2040 K 9.48 0.13 -16.0 19.6 InvGB n 7.12 0.07 -13.0 -5.2 Chem n 16.61 0.43 -8.2 45.9 GoldPrM A 16.25 0.61 -26.1 19.5
Delaware Invest A:
Dupree Mutual Fds: FidAdAsset 11.20 0.11 -11.4 5.8 Fidelity Advisor Fun: Freedom2040K6 9.45 0.14 -15.9 20.3 InvGrBd 9.93 0.10 -12.3 -3.9 Comp n 77.09 0.85 -23.3 47.4 GrOp A 38.19 0.59 -34.0 15.2
Diver Inc 7.58 0.08 -13.8 -5.7
FidAdAsset 12.02 0.12 -12.5 8.7 Freedom2045 K 10.87 0.16 -16.0 19.8 LargeCap n 39.55 0.65 -4.0 34.8 ConDis n 45.97 0.69 -29.4 18.2 Growth A 117.38 1.94 -22.0 27.8
GroInA 14.72 0.28 6.1 32.0 KYTF n 7.08 0.03 -9.2 -3.1 BalFdZ 23.51 0.30 -15.5 25.6
FidAdEm 31.25 -0.39 -28.3 NS Freedom2045K6 10.84 0.16 -15.9 20.3 LCapCrEIdx n 18.87 0.27 -12.6 38.6 ConStap n 95.92 2.15 0.8 32.7 LwDuToRt A 8.76 0.01 -5.1 -0.8
OppA 33.14 0.64 -6.1 25.9 EqGrClZ 15.88 0.26 -20.8 46.4
E FidAdJapan 14.99 0.50 -18.8 6.2 Freedom2050 K 10.99 0.16 -16.0 19.8 LCapGrEIdx n 24.42 0.29 -22.2 41.2 CstHou n 86.21 1.40 -20.2 58.0 RisDv A 88.19 1.69 -8.4 39.0
SmCpValA 70.73 1.04 -7.5 25.9 InterDiscZ 40.65 0.90 -22.8 9.0
FidFreeBlend 9.74 0.13 -15.5 NS Freedom2050K6 10.98 0.16 -15.9 20.3 LevCoSt n 34.45 0.62 -18.1 35.8 DfAero n 15.32 0.24 4.9 -1.0 SmCpGr A 16.48 0.22 -27.7 3.5
SMIDCapGrA 17.53 0.36 -41.8 3.1 IntlGrwZ 16.83 0.42 -20.0 12.2
Eaton Vance Class A: FidFreeBlend 9.81 0.13 -15.7 NS Freedom2055 K 12.73 0.19 -15.9 19.9 LgCpVHIdx n 15.47 0.28 -3.5 32.4 Energy n 60.48 0.30 71.6 90.7 SmCpVal A 53.69 0.68 -6.2 28.0
TxIntA 10.69 0.04 -12.4 -4.0 Fidelity Advisor I:
AtlCpSMID 33.45 0.79 -5.8 29.4 FidFreeBlend 10.01 0.14 -16.2 NS Freedom2055K6 12.71 0.19 -15.9 20.3 LmtTrmMuniIncm n 10.11 0.03 -5.0 -1.2 Envi&AltEngy n 28.17 0.58 -21.0 28.4 SmMCpGrA 30.51 0.39 -31.3 20.3
TxUSA 10.08 0.06 -16.0 -3.8 BalancI 23.51 0.31 -15.5 25.2
DivBldrA 18.16 0.39 -7.3 33.4 FidFreeBlend 10.12 0.14 -16.7 NS Freedom2060 n 11.67 0.17 -16.1 19.4 LowP n 48.20 1.15 -3.7 36.3 FinSvc n 11.94 0.26 -3.4 33.2 StrInc A 8.07 0.03 -11.2 -5.2
Deutsche DWS: BiotechI 26.74 0.17 -9.6 20.4
FloatRt 8.51 0.00 -2.7 5.1 FidFreeBlend 10.13 0.15 -16.6 NS Idx2010InsPre 12.45 0.14 -11.9 3.4 LowPriStkK 48.14 1.15 -3.7 36.6 Gold n 21.88 0.84 -15.6 9.9 TgtCon A 12.43 0.15 -13.9 3.3
CapGrth 90.35 1.30 -27.9 25.2 ConsvIncmMuni I 9.96 0.00 -0.1 1.1 Idx2015InsPre 13.49 0.17 -13.1 5.0 LowPriStkK6 14.44 0.33 -3.1 37.1
FltgRtAdvg 9.74 0.00 -3.2 5.6 FidFreeBlend 10.11 0.15 -16.6 NS Health n 27.63 0.36 -12.8 27.7 TtlRtn A 8.22 0.08 -14.9 -9.4
CapGrth n 92.12 1.33 -27.7 26.1 DivIntl 23.58 0.45 -21.8 10.2 Idx2020InsPre 14.72 0.21 -14.3 6.4 LtdTmBdFd n 10.77 0.03 -6.4 -2.5
Inc Bos 4.94 0.04 -7.4 4.5 FidSAI 8.64 0.07 -10.0 NS HlthCareSrvPt r n 134.79 2.78 2.3 49.3 FrankTemp/Franklin C:
CoreEq n 29.56 0.45 -11.4 32.9 EqGrI 15.67 0.26 -20.9 45.9 Idx2025InsPre 16.63 0.25 -14.8 8.0 MagellanK 11.36 0.17 -23.0 29.7
LgCpVal 24.28 0.47 0.8 32.0 FidSAIEmerg 11.25 0.13 -17.9 NS FAEmgMktI 25.95 -0.22 -23.1 4.3 Ind n 30.12 0.55 -8.6 20.2 CA TF C 6.68 0.03 -11.5 -5.8
EqDivA 55.88 1.19 3.2 14.2 Idx2030InsPre 17.55 0.26 -14.9 10.3 Magin n 11.36 0.16 -23.1 29.3
NatlMuniInc 9.06 0.03 -10.1 -3.0 FidSer5 8.30 0.19 -18.1 NS FAEnergyI 49.18 0.25 70.9 89.6 ITSvs n 54.71 0.77 -25.9 2.1 DynaTech C 78.53 1.13 -37.5 12.1
GblIncBldA 8.64 0.11 -14.0 4.6 Idx2035InsPre 19.56 0.29 -15.5 14.1 MAMun n 11.11 0.03 -9.5 -3.7
ShDurGovIncFd 7.61 -0.03 -2.3 -0.2 FidSer0-5 9.74 0.04 -3.1 NS FAIntDiscI 40.67 0.90 -22.9 8.6 Leisr n 15.23 0.19 -10.4 36.0 Growth C 102.23 1.68 -22.5 25.0
GNMA S n 11.93 0.11 -10.9 -9.1 Idx2040InsPre 19.88 0.32 -15.9 16.9 Manager40 n 12.02 0.12 -12.5 8.6
ShDurStratIncFd 6.59 NA NA NA FIDSerEmgMkt 7.72 -0.08 -26.5 -12.7 FAInvGrdI 7.13 0.07 -13.1 -5.3 Mat n 103.72 2.86 -5.1 56.3 Income C 2.35 0.03 -4.8 17.8
HiIncA 4.22 0.02 -8.3 2.8 Idx2045InsPre 20.66 0.33 -15.8 17.0 Manager60 n 13.79 0.16 -14.8 13.4
TMEAA 26.78 NA NA NA FidSerInt 8.72 0.05 -11.0 NS FF2030 12.61 0.18 -15.4 11.0 MdTchDevis n 61.21 1.33 -25.3 24.9 RisDv C 86.26 1.63 -9.0 35.8
MgdMuniA 7.88 0.03 -12.5 -6.5 Idx2050InsPre 20.69 0.33 -15.9 17.0 McpVl n 26.99 0.51 -6.2 30.9
TMG1.0 n 1743.0524.54 -16.0 33.4 FidSerToMarket 13.42 0.21 -15.6 32.1 FF2040 13.62 0.20 -16.3 17.6 Multimedia n 58.82 0.90 -35.2 4.3 FrankTemp/Franklin R:
MgdMuniS n 7.89 0.03 -12.3 -5.8 Idx2055InsPre 17.02 0.27 -15.8 17.0 MegaCpStk n 17.84 0.29 -4.8 39.9
TMG1.1 78.57 1.10 -16.2 32.2 FIDSerTresIndxFd 9.95 0.00 0.9 1.9 FltRatel 9.02 -0.01 -0.8 8.3 NatRec n 41.28 0.49 46.9 73.0 FrkDynTchR6 103.09 1.50 -36.9 15.9
S&P500S n 37.84 0.58 -14.5 33.8 Idx2055Investor 17.01 0.27 -15.9 16.8 MidCap n 39.13 0.73 -2.9 42.1
TMG1.2 35.29 0.49 -16.4 31.6 FIDZroExtMktIx n 11.25 0.19 -13.7 25.2 GrOppI 104.73 1.28 -33.9 28.8 Pharm n 23.75 0.34 1.2 35.2 FrkGrthOppR6 43.46 0.68 -33.8 16.4
TechA 24.33 0.33 -33.4 24.1 Idx2015 Premier 13.49 0.17 -13.1 NS MidCapEnIdx n 16.75 0.30 -10.0 31.7
TxManVal 36.44 0.64 -6.5 26.7 FIDZroLgCpIx n 14.25 0.21 -15.5 33.9 HiIncAdvI 10.37 0.08 -9.3 13.1 Retail n 16.96 0.33 -25.0 30.6 FrkGrthR6 118.35 1.97 -21.7 29.1
Diamond Hill Funds: Idx2020 Premier 14.72 0.21 -14.3 NS MidCapStkK 39.18 0.73 -2.8 42.5
WW Hlth Science 13.23 0.29 -9.5 30.4 Flex 500 Index 17.21 0.27 -14.2 35.0 HthCarI 64.18 0.84 -12.8 24.0 Semiconductors r n 16.38 0.26 -28.6 73.9 FrkIncR6 2.30 0.03 -3.9 20.8
LgCapA n 31.84 0.59 -10.3 25.1 Idx2025 Premier 16.62 0.24 -14.8 NS MIMun n 11.16 0.03 -9.8 -3.4
Eaton Vance Class I: FlexIntIdx 11.55 0.18 -15.4 4.6 IntlGr 16.78 0.41 -20.1 11.7 Softwr n 21.27 0.33 -26.5 29.7 FrkRisDivR6 88.10 1.69 -8.1 40.3
LgCapI 32.10 0.59 -10.1 26.2 Idx2030 Premier 17.54 0.26 -14.9 NS MNMun n 10.81 0.03 -8.3 -3.0
FlexMuniInc 9.40 0.03 -9.3 -3.2 IntlSmCp 27.03 0.62 -16.9 8.8 Tech n 19.13 0.12 -32.3 41.6 FrkSmCpGrR6 19.26 0.26 -27.4 4.8
LgCapY 32.16 0.60 -10.0 26.6 AtlCpSMID 38.94 0.92 -5.6 30.3 Idx2035 Premier 19.56 0.29 -15.5 NS MtgSec n 9.87 0.11 -11.9 -8.8
FlexUSBdIdx 9.03 0.09 -12.6 -7.8 LmtdTrmBdFd 10.77 0.02 -6.5 -2.7 Trans n 100.90 1.49 -4.6 36.1 FrkTotRtnR6 8.28 0.08 -14.6 -8.4
LongShortI 26.42 0.26 -7.9 10.7 FloatRtHiInc 8.09 NA NA NA Idx2040 Premier 19.87 0.31 -15.9 NS MuniInc n 11.82 0.05 -10.8 -3.6
Freedom2060K 11.67 0.17 -16.0 19.8 MultiAssetInc 12.73 0.11 -11.5 24.8 UtilGr n 106.76 3.16 4.8 27.8 TempGlbBndR6 7.50 0.04 -10.6 -16.5
SmMidCapI 25.74 0.50 -9.3 24.5 FltgRt 8.23 0.00 -2.5 5.8 Idx2045 Premier20.66 0.33 -15.8 NS NASDAQ n 142.64 1.02 -27.5 33.1
GlexUSIdxInstPre n 12.93 0.20 -15.4 4.5 MuniIncI 9.86 0.03 -7.1 -1.5 Fidelity Series: FrankTemp/Mutual A&B:
Dimensional Fds: GblMacAbR 8.05 0.06 -2.5 5.0 Idx2050 Premier20.69 0.33 -15.8 NS NewInsights Z 31.25 0.40 -24.3 20.4
GrowthCompanyK6 16.46 0.15 -28.1 53.9 MuniIncome 11.81 0.04 -10.9 -3.9 Canada 14.26 0.31 -1.9 34.8
2TGlFxd 9.59 0.01 -2.9 -2.2 IncBos 4.94 0.04 -7.2 5.3 Idx 2055 Premier 17.02 0.27 -15.8 NS NewMill n 42.54 0.78 1.8 36.3 Beacn A 15.24 0.28 -11.6 9.8
InflPrBdIndInsPr n 9.86 0.13 -11.6 3.9 NwInsghtI 31.09 0.39 -24.4 19.9 FASeriesEqGroFd 13.18 0.22 -20.2 49.6
5GlbFxdInc 9.95 0.01 -6.7 -6.2 LgCpVal 24.41 0.48 1.1 33.0 Idx 2060 Premier 14.42 0.24 -15.8 NS NewMkt n 11.44 0.15 -16.2 -11.9 Shares A 24.56 0.48 -5.1 10.7
IntDiscoveryK6 11.29 0.25 -22.7 9.0 REIncmInst 11.39 0.08 -13.9 2.7 HthCarZ 64.31 0.84 -12.7 24.4
CAIntrTrmMuniBd 10.14 0.02 -4.5 -2.1 NatlMuniInc 9.06 0.03 -9.9 -2.3 Idx2065 InstPrem 11.64 0.18 -15.9 17.0 NJMun n 11.07 0.04 -9.9 -2.5 FrankTemp/Temp A:
InterBondIndexCL n 9.01 0.05 -9.1 -7.1 SmallCapI 30.30 0.42 -17.3 30.6 IntMuni Z 9.86 0.03 -7.0 -1.2
CASTMuniBd 10.10 0.02 -0.8 -0.2 Eaton Vance Funds: IdxIncInsPre 11.21 0.11 -10.3 0.7 NYMun n 11.86 0.04 -11.0 -4.4 DvMk A 16.59 -0.04 -24.1 -9.3
IntlIdxInstPrem n 42.59 1.00 -13.6 7.0 SmCapGrwI 24.78 0.34 -22.1 20.9 STCrFd 9.52 0.02 -3.6 0.4
Cont 26.69 0.64 -20.3 13.7 ParTxMgdEmgMktIn40.95 0.35 -13.9 -2.0 Income n 10.17 0.09 -10.8 1.1 OHMun n 11.08 0.03 -9.3 -3.6 Frgn A 6.84 0.11 -5.0 2.9
IntlIndex n 10.12 0.18 -15.6 5.0 StrInI 11.00 0.10 -10.8 1.0 Income K 10.16 0.09 -10.8 1.3 OTC n 13.62 0.06 -27.9 37.7 FidelityAdviAsset:
DFARlEst 40.23 0.72 -21.9 7.1 Edgewood Growth Instituti: IntrTresBdIxPrem n 9.66 0.08 -12.2 -7.6 GlBond A 7.54 0.04 -10.9 -17.5
EmgMkt 25.16 0.03 -17.9 1.0 Total Bd 9.41 0.09 -12.5 -4.3 Fidelity Invest: OTC K 13.93 0.06 -27.9 38.1 ADVAssetMan60 13.79 0.16 -14.7 13.6 GlSmCo A 8.61 0.15 -22.0 5.5
EdgewoodGrInst 37.07 0.39 -38.7 12.3 LgCpGwId InstPre n 22.28 0.27 -24.7 37.7
EmgMktSoCoEq 12.59 0.04 -19.5 0.3 Fidelity Advisor M: AdvSrsGroOpport 9.38 0.11 -33.2 30.7 OverseasK 52.13 1.21 -22.8 10.6 First Eagle Funds: Growth A 22.13 0.40 -9.4 3.1
LgCpVlIdxIstPrem n 15.52 0.29 -4.6 26.2 Ovrse n 52.21 1.21 -22.9 10.3
EmgMktVa 26.40 0.37 -12.0 6.2 F Balanced 23.27 0.30 -15.9 23.4 AdvSrsSmCap 12.05 0.17 -16.9 33.8 GlbA 60.48 0.97 -6.3 16.9 World A 12.13 0.19 -19.3 -8.5
LTTrsBdIdxInstPr n 10.42 0.29 -27.7 -21.5 PAMun n 10.17 0.03 -10.3 -3.9
EmMktCorEq 20.02 0.09 -17.6 4.9 EqGr 13.14 0.22 -21.3 43.7 AggrInt n 21.84 0.41 -23.1 9.7 Gold 21.92 0.71 -4.8 26.2 FrankTemp/Temp Adv:
Fairholme: MidCapK6 13.89 0.27 -2.4 41.3 PcBas n 29.71 0.14 -23.9 7.6
EmMktSmCp 20.37 0.12 -16.9 15.2 EqIn 32.51 0.68 0.5 27.3 AilSectEq 9.64 0.15 -14.7 41.5 OverseasA 23.16 0.45 -8.5 5.4 GlBondAdv 7.50 0.04 -10.8 -16.9
MidCpGrwthIndx n 22.81 0.38 -23.1 18.7 PuritanK 21.06 0.22 -15.1 24.9
Fixd 10.04 0.01 -1.6 -1.1 Fairholme n 23.95 -0.63 -23.1 29.6 GrOppM 93.22 1.12 -34.2 26.9 AMgr20% n 13.16 0.11 -9.6 3.1 US Val A 19.32 0.29 -5.1 22.9 Frost Family of Fund:
MidCpInxInstPrem n 27.44 0.52 -13.5 27.1 Puritn n 21.08 0.22 -15.2 24.6
GblAll60 40Inst 19.56 0.23 -10.3 16.0 FAM Dividend Focus: NwInsghtM 28.10 0.35 -24.7 18.2 AMgr50% n 18.91 0.20 -13.7 11.0 US Val I 19.77 0.30 -4.9 23.9
MidCpValIndex n 24.04 0.49 -8.2 27.0 RealE n 40.66 0.72 -21.3 3.6 FrTRInst 9.41 0.05 -5.4 1.7
GlAll25 75Inst 13.51 0.10 -7.3 6.1 FAMDivFocFd n 47.52 1.18 -9.4 33.9 SmllCapM 23.48 0.32 -17.7 28.6 AMgr70% n 24.50 0.30 -15.2 16.5 FMI Funds:
NewMkt I 11.44 0.15 -16.3 -11.9 RealEstInc n 11.44 0.08 -13.8 2.7
GlEqInst 28.13 0.47 -11.9 27.3 FAM Value: StkSelMC 38.12 0.81 -11.2 25.9 AMgr85% n 22.25 0.30 -16.6 20.4 IntlInvst n 32.60 0.45 -8.4 6.4 G
OTCK6Port 14.97 0.06 -28.0 39.4 REInc n 9.68 0.04 -11.7 4.0
GlRESec 10.50 0.18 -21.9 -2.9 StrInM 10.83 0.09 -11.0 0.3 AstMgr30R n 11.20 0.11 -11.4 5.7 LgCapInvst n 17.31 0.23 -11.9 17.2
FAMValue n 89.40 2.45 -10.2 23.4 PuritanK6 12.31 0.13 -15.0 24.8 SAIIntlMinVolInd 9.99 0.25 -13.8 -5.2
InfProtSec 10.94 0.15 -11.8 4.2 Fidelity Advisor Z: Balanc n 23.79 0.31 -15.5 25.5 FPA Funds: Gabelli Funds:
Federated Hermes: RealEstIdxInst n 15.34 0.28 -23.1 -3.7 SAILTTreBdIdx 7.84 0.24 -29.4 -22.9
IntGvFxdInc 10.93 0.08 -12.7 -8.4 AdvIntlSmCpZ 27.02 0.62 -16.8 9.2 BalancedK 23.79 0.31 -15.4 25.8 ABC n 10.22 0.05 -2.1 5.8
FdIntlGrIS 13.23 0.14 -27.4 15.0 SAIIntlMon 11.45 0.33 -20.7 NS NwInc n 9.48 0.02 -3.4 -0.2
IntlCoreEq 13.68 0.35 -12.7 10.7 BluCh n 121.15 0.72 -33.7 37.1 SAIUSMinVolIndFd 17.71 0.31 -8.4 25.8
SAIIntlSmComplet 10.59 0.18 -26.2 4.8 AssetManager50% 18.86 0.21 -13.7 11.2 FPA Funds Trust: Asset n 54.22 1.19 -7.4 25.7
FedHerInterEquit 22.95 0.42 -20.7 8.5 BluChpGr K6 18.67 0.12 -33.0 39.4 SAIUSQtyIdx 15.92 0.19 -15.4 36.0
IntlREst 3.70 0.05 -21.9 -18.5 AssetMngr85 22.14 0.30 -16.6 20.7 GabelliAsstFdClI 54.15 1.20 -7.2 26.7
FedHerUltBon 8.93 0.00 -1.5 1.4 SAIUSLgCpIndxFd 18.20 0.28 -14.3 34.8 BluChpGrK 121.68 0.72 -33.6 37.4 SCEnhIdx n 12.56 0.15 -14.5 24.2 FPACres Inst n 33.86 0.41 -7.8 21.2
IntlSustCore1 10.77 0.26 -16.9 7.4 AsstMngr70 24.47 0.30 -15.2 16.7 SmCapG n 42.77 0.58 -9.7 31.0
Federated Hermes A: SeriesBondFd 8.93 0.09 -12.6 -7.8 BlueChipVal n 24.66 0.44 3.3 26.5 SCValueI 18.52 0.38 -9.5 42.8 Franklin:
IntlVal 17.98 0.47 -3.4 14.7 CorporateBond 10.15 0.13 -15.9 -7.7 SmCpGrwI 44.75 0.61 -9.5 32.0
CapIncA 7.76 0.06 -11.4 8.8 SeriesOverseas 11.32 0.26 -21.4 13.5 CALmtTrmTFB n 10.12 0.02 -4.9 -1.6 SmallCap n 14.89 0.19 -19.8 11.9 FrnkGrowFdClA 14.98 NA NA NA
IntlVectorEq 11.94 0.32 -12.3 11.1 EmMkt Z 25.90 -0.22 -23.0 4.7 Util A 7.14 0.19 -3.6 12.9
SerLTTreBdIdx 6.02 0.17 -27.7 -21.6 CAMun n 11.80 0.04 -9.5 -3.4 SmCapDisc n 24.34 0.46 -14.2 27.6 FrnkMdGrwthFdClA 14.54 NA NA NA
IntrLrgCpGroPor 14.09 0.30 -18.1 10.5 EqIncA 22.58 0.34 -5.1 25.3 FloatRateHighInc 9.03 0.00 -0.6 8.6 GAMCO Funds:
SmallCapValIndx n 23.03 0.28 -9.2 25.6 Canad n 63.75 1.42 -1.2 33.2 SmlCapO n 12.24 0.17 -14.4 27.3 Franklin A1:
IntSmCo 17.85 0.51 -16.9 9.1 FdShInToRetA 9.81 0.03 -5.9 -1.9 GovtIncome 9.21 0.08 -12.3 -8.7
SmCpIdxInstPrem n 23.26 0.24 -15.6 19.8 SmlCpGrth n 24.70 0.34 -22.1 21.0 GwthAAA n 65.14 0.50 -34.7 16.1
IntSmVa 18.81 0.59 -10.6 9.9 KaufmannA 4.80 0.04 -28.1 -2.6 GrOpp 106.07 1.29 -33.8 29.3 CapAp n 36.24 0.67 -17.9 41.7 AZ TF A1 9.55 0.03 -11.0 -5.2
STBdIdx InstPrem n 9.45 0.02 -5.8 -2.4 SmlCpGrth K6 13.20 0.19 -21.7 22.6 Gartmore Funds:
IntTermMuni 9.84 0.03 -4.4 -1.1 KaufmnLCA 24.78 0.30 -26.7 9.1 IntCpAp 24.52 0.46 -23.1 10.0 CapDevA 18.15 0.30 -4.2 33.3 CA TF A1 6.69 0.02 -11.2 -4.3
STTreIdx InstPre n 9.84 0.02 -5.9 -2.9 CapDevO n 19.05 0.31 -4.0 34.5 SmlCpGrth Z 24.94 0.35 -22.0 21.4 CAHY A1 9.67 0.03 -12.8 -4.9 NationwideInstSv24.92 0.39 -16.0 32.9
IntVaIII 15.47 0.40 -3.3 15.1 KaufmnSCA 41.26 0.40 -29.6 7.4 InvestGradeBd 7.13 0.07 -13.0 -4.9
TMktIdxInstPrem n 112.70 1.70 -15.6 32.1 ChinaReg n 30.52 -0.83 -29.7 -4.1 SmlCpVal n 18.52 0.38 -9.5 42.8 CAInt A1 10.83 0.03 -8.1 -3.8 Gateway:
ITExQual 9.22 0.12 -16.1 -9.3 MunStkAdvA 13.16 0.08 -9.6 9.8 NewMktsIncFdZ 11.44 0.15 -16.1 -11.6
TotalMarketIndex n 14.21 0.21 -15.3 32.7 CnvSc n 31.52 0.22 -12.7 40.8 Srs1000ValIndRet 14.77 0.28 -4.5 26.3 Fed TF A1 10.50 0.04 -12.2 -4.5 GatewayA 36.48 0.34 -10.0 8.0
LgCo 28.70 0.44 -14.4 34.7 StockTrA 30.63 0.59 -1.6 37.0 RE Income 11.39 0.08 -13.7 3.1
TtlIntIdxInstPr n 12.06 0.21 -15.9 5.2 Contra n 13.85 0.16 -25.2 27.7 SrsBlChGroRetail n 10.74 0.07 -32.7 40.0 FedInt A1 10.91 0.03 -8.9 -3.9 GE Elfun/S&S:
LgCpIntl 23.53 0.56 -12.0 10.2 StrValDivA p 6.25 0.15 9.7 25.2 SmallCapValue 18.54 0.39 -9.4 43.4
USBdIdxInstPrem n 10.25 0.10 -12.7 -7.7 ContraK 13.90 0.16 -25.2 27.9 SrsCommStrt 108.53 0.45 17.0 48.5 HiInc A1 1.62 0.00 -9.7 3.2 Tax Ex n 10.12 0.03 -8.9 -2.8
SclCrEqInst 12.55 0.31 -15.9 6.2 UltraShortA n 8.94 0.01 -1.5 0.9 StkSelAllCap 57.82 0.83 -16.0 33.9
USSusIdx n 17.67 0.35 -16.7 34.2 CorpBd n 10.15 0.13 -16.0 -7.9 SrsEmrgMkt 15.62 -0.16 -25.7 -6.0 HY TF A1 8.64 0.02 -14.4 -4.7 Trusts n 66.62 1.04 -16.4 34.5
SelHdgGlFxd 8.93 0.02 -6.5 -4.9 Federated Hermes C: StrgInc 11.00 0.09 -10.7 1.3
Fidelity Adv Focus A: CpInc n 9.28 0.08 -9.4 14.5 SrsGlobal 12.74 0.20 -15.4 4.6 IncomeA1 2.31 0.03 -4.0 19.5 Glenmede Funds:
STExQual 10.19 0.03 -5.5 -3.7 StraValDivC 6.26 0.15 9.0 22.3 Fidelity Freedom:
EnergyA 46.39 0.23 70.5 87.8 DisEq n 49.34 0.68 -24.4 29.4 SrsIntlGrw 15.35 0.38 -19.7 15.2 MIInsTF A1 10.27 0.03 -11.2 -5.2
STGov 9.79 0.01 -4.8 -5.5 Federated Hermes Int: 2060 K6 11.68 0.17 -15.8 20.3 SmCpEqAdv n 34.46 0.37 -6.0 45.5
HthCarA 57.85 0.75 -13.0 23.0 DivGrowK 30.08 0.60 -9.3 21.7 SrsGroCoRetail 14.76 0.12 -27.7 58.5 MO TF A1 10.24 0.03 -11.8 -5.9
STMuniBd 10.06 0.01 -0.5 0.3 FAFree2020I 11.09 0.15 -14.8 7.0 GMO Trust Class III:
GloFinI 34.02 0.81 -8.6 14.6 TechA 68.84 0.46 -31.6 49.4 DivGth n 30.13 0.61 -9.3 21.4 SrsIntlSmCp 16.27 0.55 -23.9 12.5
US CoreEq1 32.06 0.50 -11.0 36.4 NY TF A1 9.65 0.03 -12.6 -6.5 EmgCntryDt 18.80 0.28 -18.4 -11.3
InsHiYld 8.44 0.08 -10.6 1.9 Fidelity Adv Focus C: FAFree2025I 11.58 0.16 -15.2 8.6 DivIntl n 37.87 0.73 -21.9 9.2 SrsIntlVal 10.36 0.28 -7.3 16.6
US CoreEq2 29.31 0.46 -10.3 37.7 OHInsTF A1 11.24 0.04 -11.7 -6.0
MDTSmCIS 20.94 0.27 -20.3 23.6 FAFree2035I 12.60 0.18 -15.9 14.9 SrsSmCapDiscRet 10.74 0.20 -13.9 32.1 Quality 25.72 0.38 -12.8 34.7
US Micro 25.15 0.30 -7.8 35.4 HthCarC 43.09 0.55 -13.6 20.3 DivIntl K6 12.11 0.23 -21.5 10.7 OR TF A1 10.32 0.04 -11.0 -5.0
TtlRtnBdI 9.54 0.08 -12.2 -3.3 FAFree2045A 10.63 0.16 -16.4 16.9 STBF n 8.18 0.01 -4.1 -1.0 GMO Trust Class IV:
US Small 42.58 0.59 -8.8 36.3 Fidelity Adv Focus M: DivIntlK 37.82 0.73 -21.9 9.5 PA TF A1 8.61 0.03 -12.2 -6.4
Federated Hermes IS: FAFree2050A 10.66 0.17 -16.4 16.9 DivStkO n 29.20 0.31 -16.6 41.1 StkSelSmCp n 29.27 0.39 -14.7 32.7 EmgCntrDt 18.77 0.28 -18.3 -11.2
US SmCpVal 43.90 0.73 1.9 50.6 Tech 63.17 0.42 -31.8 48.2 US Gov A1 5.13 0.04 -9.9 -8.7
CorpBondFdIS 8.09 0.07 -13.9 -5.1 FF2005 n 10.88 0.10 -11.3 2.3 Emerg Asia n 34.30 -0.96 -33.0 4.9 StkSlcACap n 58.22 0.83 -16.1 33.5 IntlEq 21.25 0.58 -10.5 12.4
US TgdVal 30.11 0.51 0.7 49.8 Fidelity Advisor: Utils A1 22.06 0.63 1.9 22.7
FdFlRStIncIS 8.67 0.00 -4.8 0.9 FF2010 n 13.28 0.13 -12.4 4.3 EmrgMktK 31.29 -0.39 -28.3 2.6 StratDivInc n 16.14 0.21 -7.7 25.4 Quality 25.79 0.37 -12.8 34.8
USLCpGr 28.28 0.50 -12.5 39.3 MultiAstIn Retai n 12.73 0.11 -11.6 24.8 Franklin Templeton:
FdShinToRetI 9.80 0.02 -5.8 -1.3 FF2015 n 10.78 0.13 -13.5 6.1 EmrgMktsDebt 7.28 0.09 -15.7 -9.9 StrDivIncI 16.09 0.22 -7.7 25.4 GMO Trust Class VI:
USLgVa 44.47 0.78 -1.9 28.0 SrsAdvIntlCapApp24.46 0.46 -23.2 9.6 TgtGro A 16.33 0.24 -14.8 16.7
FPru IS 7.90 -0.12 11.9 -35.4 FF2020 n 13.44 0.18 -14.7 7.9 EmrMkt n 31.25 -0.40 -28.4 2.2 TaxFrB n 10.57 0.04 -10.8 -3.5 EmgMkts 22.57 NA NA NA
USLgVaIII 29.43 0.52 -1.8 28.3 StragInc n 11.00 0.10 -10.7 1.2 TgtModA 13.28 0.18 -14.3 10.4
GovUltra 9.83 0.00 0.0 1.5 FF2020A 10.96 0.15 -14.9 6.3 Eq Inc n 67.93 1.19 -2.0 34.4 TotalBond n 9.43 0.09 -12.5 -4.1 Quality 25.73 0.38 -12.7 35.1
USSmCpGr 23.10 0.28 -13.1 33.2 Tech Z 76.98 0.53 -31.4 51.1 FrankTemp/Frank Adv:
InstlStrVIS 3.55 0.08 -1.4 11.7 FF2025 n 12.36 0.17 -15.1 9.5 EqDivIncm n 27.74 0.58 1.0 29.6 TotalBond K6 8.79 0.08 -12.1 -3.5 Goldman Sachs A:
USSoCoreEq2 20.93 0.33 -13.8 31.6 TotBdFdClZ 9.41 0.09 -12.5 -3.9 CA HY Adv 9.69 0.03 -12.7 -4.7
FF2025A 11.42 0.16 -15.5 7.7 EqDivIncmK 27.74 0.59 1.2 29.9 Trend n 119.75 1.56 -29.8 31.0
USSustCoreI 31.64 0.51 -14.2 36.4 IntEq IS 22.93 0.42 -20.7 8.3 CapGr 26.98 NA NA NA
Fidelity Advisor A: FF2030 n 15.48 0.21 -15.2 12.1 EqIncK 67.88 1.20 -1.9 34.8 Utility n 29.09 0.73 6.2 19.6 CA IntAdv 10.86 0.03 -8.0 -3.5
USVectorEq 23.25 0.39 -5.3 35.7 KaufmnIS 5.00 0.03 -28.0 -1.3 HYMuni 8.86 NA NA NA
AdvMdCpIIA 20.53 0.40 -11.5 34.5 FF2035 n 13.36 0.18 -15.7 16.3 Europ n 30.79 0.75 -20.4 5.1 ValStra n 50.00 1.15 -3.5 43.2 CA TF Adv 6.68 0.02 -11.0 -3.9
WexUSGov 8.46 0.06 -15.7 -15.6 KaufmnLCIS 25.93 0.31 -26.5 9.9 IncBuilder 23.47 NA NA NA
AdvStrDivInA 16.00 0.21 -7.9 24.4 FF2035A 12.44 0.18 -16.1 14.0 Fidel n 61.55 0.68 -22.0 36.1 Value n 14.00 0.33 -4.7 45.4 CvtScAdv 20.91 0.20 -15.3 35.7
WrdEXUSTARGETVAL 12.26 0.28 -12.5 10.1 KaufmnSCI 42.62 0.42 -29.3 8.9 MidCapVal 37.81 NA NA NA
BalancA 22.91 0.30 -15.7 24.3 FF2040 n 9.48 0.14 -16.1 19.4 FltRateHi n 9.03 0.00 -0.7 8.4 ValueDisc n 36.26 0.72 -1.2 36.6 Dynat Adv 101.68 1.48 -37.0 15.5
Dodge & Cox: MunStkAdvI 13.15 0.08 -9.5 10.6 Muni 14.81 NA NA NA
BioTech 24.50 0.16 -9.8 19.5 FF2040A 13.46 0.20 -16.5 16.8 FocsdStk n 26.63 0.37 -23.3 36.0 ValueK 14.03 0.34 -4.6 45.8 Fed TF Adv 10.51 0.04 -12.1 -4.3
Balanced n 100.70 1.52 -5.9 23.4 ShIntDurMuInst 9.76 0.02 -4.3 -2.0 Goldman Sachs Inst:
DivGthA 18.14 0.36 -9.7 19.9 FF2045 n 10.87 0.16 -16.1 19.4 FournOne n 49.82 0.76 -15.9 17.3 Wrldw n 27.56 0.47 -23.3 24.5 FedIntAdv 10.94 0.03 -8.8 -3.6
Dodge & Cox n 10.26 0.13 -9.3 2.2 ShtlncIS 8.19 0.01 -3.5 0.2 Growth Adv 118.37 1.97 -21.8 28.8 EmgMktEq 19.94 NA NA NA
DivIntlA 23.04 0.44 -22.0 9.4 FF2050 n 10.99 0.16 -16.1 19.3 GblCommStkI 20.54 0.44 26.5 78.8 Fidelity SAI:
GblStock n 13.78 0.21 -4.6 26.5 StraValDivIS 6.29 0.15 10.0 26.2 HY TF Adv 8.68 0.02 -14.4 -4.5 HYMuni 8.86 NA NA NA
EqGrA p/r 13.60 0.22 -21.1 44.8 FrdmBlen2025 K6 9.76 0.13 -15.5 8.6 GlobCommStk n 20.54 0.43 26.5 78.6 FidSAIEmgMktIndx 12.24 -0.05 -21.8 -5.7
Income n 12.30 0.12 -10.8 -2.9 StrincIS 7.78 0.04 -13.6 -2.8 IncomeAdv 2.28 0.02 -4.4 19.7 Int 12.28 NA NA NA
EqInA 31.45 0.66 0.7 28.2 Free2045L 10.76 0.17 -16.2 17.7 GNMA n 10.17 0.10 -10.8 -8.1 FidSAIIntlIndxFd 12.24 0.29 -13.5 6.9
Intl Stk n 44.17 0.76 -6.6 10.5 UltraShortI 8.93 0.00 -1.5 1.3 RisDv Adv 88.11 1.69 -8.2 40.0 Muni 14.80 NA NA NA
FF2030A 12.49 0.18 -15.5 10.1 Free2050I 10.78 0.16 -16.3 17.6 GovtInc n 9.19 0.08 -12.4 -8.9 IntlValIdx 8.67 0.24 -6.4 5.4
Stock n 231.47 4.30 -4.0 39.3 FedMuniUl A 9.87 0.01 -0.7 0.8 SmCpValAdv 57.45 0.73 -6.0 29.0 ShDuTF 10.20 NA NA NA
FltRateA 9.04 -0.01 -1.1 7.5 Free2055 n 12.72 0.19 -16.1 19.4 GroCo n 25.89 0.20 -29.0 51.6 LowDurationInc 9.89 0.01 0.1 NS
Domini Funds: Federated Hermes R: SmMCpGrAv 35.73 0.46 -31.2 21.3 SmCapVa 51.96 NA NA NA
GrOppA 94.67 1.15 -34.0 27.8 Free2060InstPrem 14.41 0.23 -15.9 17.0 GroInc n 49.78 0.88 -1.1 37.5 Muni Inc 9.55 0.03 -10.5 -4.1
Intl Eq Instit 7.29 0.11 -19.6 -2.5 KaufmnR 4.81 0.04 -28.2 -2.6 HiIncAdvA 11.10 0.09 -9.5 12.4 Free2060Investor 14.40 0.23 -15.9 16.8 Utils Adv 22.29 0.64 2.0 23.3 Gotham:
GrowCoK 26.00 0.20 -29.0 51.9 SAIEmgMktLoVolIx 9.88 0.08 -13.7 4.2
US Equity Inv n 27.41 0.38 -21.6 28.3 Federated Hermes R6: IntCpApA 22.75 0.42 -23.3 8.7 Freedom2010 K 13.28 0.14 -12.3 4.5 GrStrt n 49.24 0.87 -22.5 24.7 SAIInflaFocFd 10.12 0.04 11.2 55.3 FrankTemp/Franklin A: AbsRt Inst 18.10 NA NA NA
DoubleLine Funds: FedInstHYBondL 8.44 0.07 -10.7 1.8 LevCoStA 41.45 0.73 -18.5 36.7 Freedom2015 K 10.77 0.13 -13.4 6.3 GwthDiscovery n 42.77 0.70 -20.8 45.6 ShortTermBd 9.45 0.01 -4.0 NS BAL A 12.26 0.15 -6.6 15.0 GothamIdxPl Inst 19.92 NA NA NA
CoreFxdIncmI 9.28 0.09 -12.6 -7.8 KaufmnSCL 42.27 0.41 -29.3 8.9 LgeCapA 35.95 0.59 -4.2 33.6 Freedom2015 K6 10.73 0.13 -13.4 6.6 HighInc n 7.42 0.07 -10.9 -2.9 TotalBd 8.93 0.09 -12.1 -3.8 BalInv 33.97 0.75 -5.0 21.6 Guggenheim Funds Tru:
EmgMktIncmI 8.38 0.12 -16.6 -9.3 StrValL 6.29 0.15 10.1 26.2 NwInsghtA 29.88 0.37 -24.6 19.0 Freedom2020 K 13.44 0.18 -14.6 8.1 IntBd n 9.88 0.04 -8.9 -3.7 TxFreeBd 9.66 0.04 -9.9 -3.9 BioDis A 108.29 1.19 -12.0 -1.8 FloRaStraFdInst 23.78 -0.01 -1.2 7.2
FlexibleIncomeI 8.39 0.03 -9.2 -1.9 TtlRtnBdL 9.54 0.09 -12.2 -3.1 SmllCapA 26.44 0.37 -17.5 29.6 Freedom2020K6 13.39 0.18 -14.5 8.4 IntlCapiApp K6 12.64 0.23 -22.9 10.7 U.S.TreBdIdx 8.71 0.07 -12.2 -8.2 CoreAll A 18.49 0.33 -18.0 15.1 MacOppFdClInstl 23.76 0.15 -8.6 4.8

TotRtnBdFdClInst 23.37 0.25 -15.3 -3.1 IFP US Equity Fund: AssetStr I r 21.37 0.22 -13.1 15.2 BalancedI 23.21 0.30 -13.2 17.9 LKCM Funds: HiYldBdI 9.03 0.06 -11.1 4.4 Neuberger Berman Fds: OsterweisStrInc n 10.45 0.07 -6.1 9.2
TotRtnBondFdClA 23.34 0.24 -15.6 -3.9 IFP US EquityFd 19.83 0.30 -7.9 35.7 BalancedA p 23.42 0.31 -13.4 17.6 StratIncmOppI 9.70 0.08 -10.1 -0.8 LKCMEqInst 33.92 0.47 -12.3 37.3 IntmBdI 9.40 0.05 -9.4 -3.5 EmgMktInst 16.77 -0.11 -24.5 -12.5
GuideMark Funds: CoreEqA t 16.71 0.25 -13.2 40.3 USGlbLdrsGrwI 56.07 0.92 -27.0 22.7 LowDurBd n 8.17 0.02 -5.8 -2.7 PQ
INVESCO A Shares: Longleaf Partners: EqIncInst 14.10 0.31 -1.2 27.1
LgCpCorServ n 26.02 0.42 -15.0 35.0 AmValA 38.78 0.79 -1.5 32.2 EmgMktEqFdI 19.45 0.00 -27.8 -1.8 JPMorgan A Class: Intl n 13.53 0.12 -20.9 -19.5 LowDurBdI 8.17 0.02 -5.7 -2.1 FltRteIncInst 9.11 -0.01 -2.2 8.5 PACE Funds Cl P:
GuideStone Funds: Invesco Fds Investor: HiIncA p 5.73 0.03 -13.5 -0.1 CoreBond 10.17 0.10 -12.4 -7.1 Partners n 19.84 0.48 -20.0 11.2 TotRetBd n 9.12 0.10 -14.6 -8.3 GenesInst 64.26 0.98 -14.0 29.4
HiIncI r 5.73 0.03 -13.3 0.5 IntlEqty P 15.45 0.35 -13.1 11.5
AggrAllGS4 n 11.40 NA NA NA CorePlusBd p 7.19 0.07 -12.7 -6.6 Sm-Cap n 21.94 0.37 -16.6 0.3 TotRetBdI 9.12 0.10 -14.4 -7.7 HiIncBdInst 7.38 0.05 -11.0 1.1
DivrsDiv n 19.87 0.36 1.1 24.6 lcGEqty P 19.97 0.21 -24.2 31.0
BalAllGS4 n 11.11 NA NA NA IntlCorEqI r 17.57 0.25 -15.9 6.2 EqInc p 23.29 0.45 0.9 34.5 TRBdPlan 8.55 0.09 -14.4 -7.6 IntrinsicValInst 19.08 0.16 -17.5 38.1
GlHltCr n 34.83 0.67 -13.4 17.7 Loomis Sayles Fds: lcVEqty P 21.51 0.36 -2.1 23.2
EqindxGS2 42.49 NA NA NA LgCpGwthA p 26.13 0.30 -23.8 34.3 EqIndx p 60.44 0.92 -14.6 33.2 UnconstrBdI 10.25 0.05 -8.7 -3.0 LCVal Inst 44.89 0.85 1.4 54.4
Tech n 38.13 0.20 -36.4 11.4 LSBondI 11.60 0.11 -12.3 -5.2 StraFxd P 11.64 0.13 -13.6 -6.4
EqIndxGS4 n 42.46 NA NA NA LgCpGwthl r 28.29 0.33 -23.5 35.6 GroInc p 67.37 1.19 0.9 37.8 MFS Funds: LgShInst 16.82 0.10 -6.0 20.3
Invesco Funds A: LSBondR pn 11.53 0.11 -12.6 -5.9 Pacific Life Funds:
GrAllGS4 n 11.52 NA NA NA MidCapI 30.55 0.38 -27.8 28.1 GwthAdv p 23.38 0.28 -26.4 42.1 IIE 28.91 0.56 -13.6 14.0 MdCpGrInst 14.34 0.18 -25.4 19.1
500InxA 42.81 0.65 -14.7 32.8 LSCorBndA p 11.47 0.14 -12.6 -5.2 PortOptModAggClA p 12.72 NA NA NA
GrEqGS2 19.67 NA NA NA MdCpGwthA p 27.12 0.34 -28.0 26.7 HighYld p 6.21 0.05 -9.9 0.8 MFS Funds Class A: MidCapGroR6 14.36 0.18 -25.3 19.5
ActiveAllA 12.71 0.18 -17.6 9.1 LSFixIncl 11.31 0.12 -11.6 -1.8 PortOptModClA r 11.90 NA NA NA
MuniHighIncA t 4.28 0.01 -13.9 -5.5 Inv Bal p 14.78 0.16 -12.2 12.5 NeubCrBdInst 8.91 0.09 -13.2 -6.0
GrEqGS4 n 19.29 NA NA NA AMTFrNY 10.31 0.03 -13.5 -5.3 LSStrIncA p 12.05 0.12 -12.6 -5.6 AgGrAIA 26.56 0.45 -14.9 20.4
ScTechA p 50.95 0.24 -28.5 16.5 Palmer Square:
IntEqGS2 12.54 NA NA NA InvCon p 12.01 0.12 -11.6 5.0 SmCpGI 25.60 0.28 -20.1 21.0 CoEqyA 41.03 0.60 -13.7 32.4 REInst 14.38 0.25 -24.0 8.5
BalancedRiskAllA 8.47 0.06 -12.6 5.3 ScTechI r 61.63 0.29 -28.4 17.2 Income Plus 9.68 0.03 -1.6 4.4
LowDurGS2 12.64 NA NA NA InvG&I p 17.47 0.21 -12.6 19.0 Lord Abbett A: GlEqA 49.57 1.17 -15.5 15.9 StratIncmR6 9.51 NA NA NA
CapApprA p 50.84 0.74 -26.8 26.8 SmCapGrA t 12.11 0.11 -22.9 12.2 Parnassus Fds:
MedDurGS2 12.60 NA NA NA InvGrwt p 21.94 0.29 -13.4 25.9 GlTotA 16.62 0.28 -10.0 8.8 StrIncInst 9.52 NA NA NA
Chart 15.87 0.24 -17.7 23.1 SmCapGrI r 19.70 0.19 -22.6 13.5 Affiltd p 16.03 -0.61 -7.4 18.8
SmCapGS2 16.82 NA NA NA LgCpGwth p 47.31 0.60 -21.6 49.0 GrowthA 129.31 1.71 -28.2 20.1 SustainableEqIns39.60 0.73 -15.8 28.3 ParnEqFd n 49.07 1.15 -15.0 34.7
CmstA 30.54 0.52 4.4 42.7 Alpha StratA p 22.60 0.41 -20.7 18.9
ValEqGS2 19.96 NA NA NA MdCpGrw p 31.99 0.57 -24.4 25.9 GvScA 8.75 0.08 -11.8 -8.7 Neuberger Berman Inv: Parnsus n 44.06 0.65 -30.7 0.1
CoreBdA p 5.70 0.06 -14.2 -7.9 J BdDeb p 7.05 0.04 -12.2 -0.9
MdCpVal p 38.54 0.89 -4.4 27.3 IntlVA 41.67 0.93 -21.3 7.1 Focus n 21.06 0.34 -29.4 9.1 Pax World Fds:
HI CpBdA 6.13 0.07 -16.8 -6.6 CalibrDivGr 18.40 0.34 -10.6 33.6
Janus Henderson: ShrtDurBd p 10.42 0.02 -4.5 -0.4 IntNwDA 29.75 0.75 -18.8 -3.6 Genes n 64.13 0.97 -14.2 28.7 SustAll Inv n 24.66 0.36 -14.1 17.5
DevMktA 35.48 -0.34 -25.8 -15.5 CoreFxdInc p 9.32 0.08 -13.5 -7.7
Balanced C 38.31 0.52 -15.2 13.8 Sm Cap p 47.81 0.74 -12.7 22.2 LtdMA 5.65 0.01 -4.8 -0.8 Guard n 21.27 0.27 -21.2 40.2 Paydenfunds:
Harbor Funds: DiscFdA p 77.05 1.52 -26.0 30.5 DevGt p 17.89 0.26 -32.5 15.6
DisMdCpGrA 21.98 0.40 -27.3 22.9 Balanced T n 38.92 0.54 -14.6 16.6 SR2030 p 17.19 0.19 -15.1 7.5 MCapA 23.02 0.48 -25.5 16.6 IntlEqInst r 11.95 0.22 -20.8 6.4 EqIncInv n 17.63 0.37 -2.7 24.7
Bond 10.10 0.11 -13.1 -6.4 FloatRt p 7.89 -0.01 -2.0 3.0
DivIncm p 26.01 0.47 3.3 27.6 Contrarian T n 23.52 0.38 -20.1 25.5 SR2040A p 19.24 0.23 -15.8 14.8 FundlEq p 12.35 -0.47 -5.9 27.6 MCapValA 29.65 0.56 -5.9 31.7 LCVal n 44.90 0.85 1.3 53.7 LowDur n 9.49 0.01 -4.1 -0.6
CapApInst 67.08 0.65 -33.4 22.9
DivrsDiv p 19.87 0.36 1.0 24.2 Enterprise Inst 71.31 1.60 -13.9 22.8 USEquity 18.63 0.26 -14.8 42.7 HiYldA t 6.18 0.04 -13.3 -1.3 MIGA 35.49 0.62 -16.7 34.5 MdCpGrInv n 14.31 0.18 -25.5 18.6 LtdMat n 9.38 0.00 0.0 2.4
CapApInv n 62.02 0.59 -33.7 21.6
EqIncA 10.64 0.14 -5.2 25.7 Enterprise T n 134.50 3.04 -14.0 23.7 ValAdv t 39.51 0.81 -0.3 29.3 HYMuniBd p 10.46 0.02 -16.9 -7.7 MITA 35.38 0.60 -13.0 30.6 Neuberger Berman Tr: Pear Tree:
IntlInst 40.54 1.15 -14.1 7.6
EqInvA 13.27 0.18 -17.6 11.1 GlbEqIncA 6.21 0.15 -4.6 13.1 JPMorgan C Class: IncomeA p 2.40 0.03 -15.2 -6.6 MuHiA 7.21 0.02 -14.1 -5.9 Genes n 63.96 0.97 -14.2 28.4 ForeignVal I r 20.24 0.53 -15.4 -1.1
LgCpValue 20.50 0.35 -11.2 31.5
EqWtdA p 71.98 1.38 -8.6 36.2 GlbResch T nr 85.46 1.44 -16.6 22.5 InvBal p 14.48 0.16 -12.6 10.8 IntrTxFr 9.92 0.03 -10.8 -4.8 MuInA 7.94 0.02 -11.6 -4.8 GenesisFdR6 64.31 0.99 -14.0 29.7 PearValR6 10.24 0.27 -15.4 -0.8
SmCpGwth 11.69 0.14 -23.3 20.0
FltgRate p 6.82 0.00 -2.7 6.7 GblResh Inst 52.09 0.86 -16.5 22.9 InvConsvGr t 11.94 0.11 -12.0 3.4 MidCapStk 31.08 0.55 -8.3 25.0 MuLtdA 7.77 0.02 -5.8 -1.8 New Covenant Funds: PearValSCapInst 13.97 0.37 -16.8 9.5
SmCpValInst 40.66 0.53 -4.5 26.8
GblAllocA 17.58 0.29 -15.6 8.3 GlbSel T n 16.38 0.29 -8.5 28.2 JPMorgan I Class: MultiAstBalOppty 10.27 0.12 -14.5 15.4 NewDA 21.38 0.39 -27.2 10.8 Perm Port Funds:
Harding Loevner: Growth n 51.91 0.77 -15.4 32.1
GblStrIncmA p 2.99 0.02 -13.9 -12.4 GlLifeSci T nr 65.85 1.25 -4.4 34.0 CoreBond 10.17 0.10 -12.1 -6.4 MultiAstInc 14.57 0.15 -13.2 8.3 ReInA 20.29 0.37 -17.0 8.3 Permanent n 47.42 0.21 -5.0 28.7
EmgMktsAdv n 42.36 NA NA NA Nicholas Group:
GlbOppA p 45.75 0.56 -38.3 -9.0 GlTech T nr 35.23 0.43 -34.7 21.2 CorePlusBd 7.19 0.08 -12.4 -5.8 ShDurTxFr 14.90 0.02 -4.7 -2.3 ResBdA 9.39 0.09 -13.6 -7.1 PGIM Funds Cl A:
IntlEq 24.29 NA NA NA EqInc I n 20.34 0.39 -5.2 33.0
Glcoreeq p 12.78 0.24 -20.2 8.2 Grw&Inc T n 69.28 1.32 -11.2 30.2 EmMktEq I 27.58 -0.29 -27.0 -7.7 ShtDurIncmA p 3.83 0.01 -5.4 -1.2 RschA 51.94 0.82 -14.0 29.2
Hartford Funds A: Nch II I 29.81 0.57 -14.6 22.9 Balanced 14.92 0.22 -14.1 8.9
GlGr 21.71 0.17 -30.3 -7.0 MdCpVal T n 16.44 0.40 -1.5 18.9 EqInc 23.75 0.46 1.1 35.3 TaxFr p 10.12 0.04 -14.5 -6.6 TechA 43.88 0.67 -33.3 14.0
BalIncA 14.53 0.25 -7.6 11.3 NchLt I 26.96 0.19 -20.3 17.6 HighYield 4.62 0.04 -11.2 1.8
GlHltCr 34.82 0.67 -13.4 17.7 Overseas T nr 39.42 0.41 -10.6 23.4 EqIndx 60.54 0.93 -14.5 34.2 TotRet p 8.74 0.07 -14.0 -7.7 TotRA 19.62 0.29 -7.7 17.7
CapAppA 35.93 0.60 -15.5 21.2 Nich n 72.30 1.20 -14.9 32.2 JennBlend 19.44 0.21 -20.7 26.3
GrIncA 23.66 0.38 -2.1 33.2 Resh T n 49.79 0.73 -26.8 21.1 GrAdv r 24.71 0.29 -26.2 43.2 ValOpps p 16.07 -1.16 -18.5 22.8 UtilA 24.39 0.63 1.0 26.0
Chks&Bal 9.54 0.14 -11.8 16.3 Northern Funds: JennFocGrowth 14.23 0.13 -36.7 15.2
GrowAlloc p 13.97 0.18 -17.1 8.1 Venture T n 75.68 1.04 -21.0 13.2 GvBd 9.45 0.08 -11.6 -8.1 Lord Abbett C: ValueA 51.75 1.00 -3.6 28.8
DiscpEqA 41.98 0.73 -15.2 29.3 ActMIntlEq nr 10.57 0.24 -16.2 11.1 JennGrowth 39.50 0.38 -33.6 23.5
Hyld 3.45 0.03 -9.2 0.5 Jensen I : HighYld 6.26 0.05 -9.5 1.5 MFS Funds Class C:
DivGth A 31.77 0.58 -6.0 36.6 BdDeb 7.06 0.03 -12.8 -2.9 BdIdx n 9.15 NA NA NA JennHealthSci 33.64 0.65 -12.8 33.9
HYMuA 8.58 0.02 -14.1 -5.1 Jensen I 57.58 1.12 -14.0 37.8 IntlEq 16.97 0.28 -18.8 6.2 FloatRt p 7.90 -0.01 -2.6 1.1 GrowthC 97.03 1.27 -28.7 17.4
EqInc 23.08 0.46 2.4 38.1 EmMktsEqIdx nr 10.24 -0.05 -22.1 -6.3 JennMidCapGrowth 13.13 0.25 -21.4 26.8
IntlBdA p 4.15 0.03 -16.3 -16.2 JensenQualGrJ n: IntmdTFBd 9.89 0.03 -8.6 -2.8 ShtDurIncmC t 3.85 0.01 -5.9 -3.2 MFS Funds Class I:
FltRateA 7.71 -0.01 -4.4 2.4 FixIn n 8.88 0.09 -13.7 -6.9 JennSmallCompany p 18.30 0.30 -16.2 43.3
IntlDivA 16.43 0.31 -23.7 -0.8 JensenQualGrJ n 57.63 1.12 -14.2 37.0 InvConGw 12.10 0.12 -11.4 5.8 Lord Abbett F: BondI 11.99 0.16 -16.0 -7.4 JennUtility 15.88 0.16 0.3 25.4
GrOppty 31.25 0.47 -34.2 16.0 GlbREIdx nr 9.09 NA NA NA
IntlGrow 22.33 0.35 -17.6 1.8 JHF III DispVal: InvGrwth 22.58 0.31 -13.2 26.8 BdDeb 7.04 0.04 -12.2 -0.6 GrowthI 139.91 1.86 -28.1 21.0 NationalMuni 13.56 0.04 -9.1 -3.9
GrowAllA 12.64 0.19 -14.1 13.1 HiYFxInc n 5.70 0.04 -11.3 2.2
IntlGrowA p 34.46 0.82 -24.7 5.6 DispVal 24.23 0.42 -0.9 34.1 LgCapVal 19.50 0.37 4.0 47.3 FloatRt p 7.89 -0.01 -1.9 3.4 IntNwDI 30.82 0.77 -18.6 -2.9 QuanLrgCapCoreEq 16.32 0.25 -12.8 28.7
Hlthcare 35.70 0.66 -11.7 24.5 HiYMuni n 7.30 0.03 -17.1 -8.8
IntlSmCoA 40.39 1.10 -29.3 2.6 DispVal I 23.30 0.41 -0.6 35.1 LgCpGwth 48.65 0.62 -21.4 50.2 HiYld p 6.18 0.05 -13.1 -0.9 MCapI 24.77 0.51 -25.4 17.5 ShrtTermCorpBond 10.13 0.04 -7.2 -2.5
MidCap A 25.49 0.21 -22.3 8.6 IntlEqIdx nr 12.52 0.29 -13.5 6.3
IntTMIA p 10.17 0.02 -9.7 -3.6 DispValMCI 26.71 0.48 -3.5 33.1 MdCpGrw 39.65 0.70 -24.2 27.0 IntrTxFr 9.91 0.03 -10.8 -4.5 MCapValI 30.56 0.59 -5.6 32.7 TotalReturnBond p 12.00 0.14 -14.9 -9.7
Muti-AstIncGw 18.09 0.18 -11.4 1.5 IntTxExpt n 9.65 0.03 -8.8 -3.6
InvescoFd p 21.42 0.77 -18.3 25.4 DispValMdCp 25.41 0.45 -3.7 32.1 MdCpVal 39.23 0.92 -4.2 28.3 ShtDurIncm 3.83 0.01 -5.1 -0.9 MIGI 36.96 0.65 -16.5 35.5 PGIM Funds Cl Z:
ShtDur 9.24 0.02 -5.6 -1.6 MidCpIdx n 21.50 0.42 -8.8 32.8
InvGloblFdA 86.99 0.69 -30.0 5.9 DispValMdCpR6 26.72 0.48 -3.4 33.6 MidCapEq 53.81 1.12 -12.5 32.0 Lord Abbett I: MITI 34.06 0.57 -12.8 31.5
TotRBdA 8.96 0.10 -14.4 -7.8 ShIntTaxFr n 9.79 0.02 -3.8 -0.1 GlobalRealEstate 18.13 0.28 -25.1 -7.4
LmtdTrmMunInc p 10.92 0.03 -3.5 0.4 DispValR6 23.37 0.41 -0.5 35.6 MtgBckd 9.98 0.07 -10.4 -5.9 ResBdI 9.39 0.09 -13.6 -6.7
Hartford Funds C: BdDebentr 7.01 0.04 -12.0 -0.3 SmCapIdx n 13.11 0.14 -15.8 18.8 HighYield 4.63 0.04 -11.0 2.6
MnStFndA 46.92 0.74 -17.6 24.5 JHFIIMultInd: ShtDurBnd 10.43 0.02 -4.3 0.3 RschI 53.65 0.84 -13.9 30.1
Bal IncC 14.27 0.24 -8.2 8.7 CalibrDivGr 18.64 0.35 -10.3 34.7 SmCpVal n 20.12 0.28 -5.6 19.8 JennGrowth 44.55 0.43 -33.4 24.6
MnStOpA p 20.82 0.34 -16.5 30.7 RetCho2015 10.21 0.09 -9.8 0.6 SmCap 58.73 0.91 -12.5 23.2 TotRI 19.62 0.30 -7.4 18.6
DiscpEqC 37.69 0.65 -15.7 26.5 Convr 12.71 0.13 -21.1 34.9 StkIdx n 44.22 0.68 -14.4 34.5 JennHealthSci 41.10 0.80 -12.6 35.0
MnStSmCpA p 25.30 0.47 -10.6 24.0 RetCho2025 10.67 0.12 -11.9 3.8 SmCapGrw 17.16 0.29 -29.0 8.6 ValueI 52.09 1.02 -3.4 29.8
Hartford Funds I: DevlpGro 23.53 0.35 -32.4 16.4 TxExpt n 9.48 0.03 -11.5 -5.5 JennMidCapGrowth 18.00 0.35 -21.1 28.2
ModInvA 10.18 0.13 -16.2 5.5 RetCho2030 11.58 0.17 -14.9 6.8 TxAwEq 37.94 0.53 -15.8 39.9 Miller Convertible B:
FloatRt 7.90 -0.01 -1.9 3.8 Nuveen Cl A: JennSmallCompany 21.58 0.35 -15.9 44.8
BalIncI 14.53 0.24 -7.4 12.0 MunInA 11.72 0.03 -12.7 -4.9 USEquity 18.71 0.26 -14.7 43.7
RetCho2035 12.32 0.21 -16.5 9.7 FundlEq 12.44 -0.50 -5.7 28.6 MillerConvBndFd 12.47 0.08 -9.3 16.0 JennUtility 15.95 0.16 0.5 26.7
CapAppI 36.26 0.62 -15.3 22.1 QualityIncomeA 9.73 0.09 -12.2 -8.8 USLgCpCorPls 20.34 0.34 -15.6 42.9 AAMunBd p 9.97 0.02 -16.5 -8.1
RetCho2040R4 12.84 0.22 -16.7 12.3 HiYld 6.21 0.04 -13.0 -0.7 Mondrian: TotalReturnBond 11.95 0.13 -14.8 -9.0
DivGthI 31.58 0.58 -5.8 37.7 RchHiYldMuniA 6.72 0.02 -14.2 -2.3 CAMunBd p 9.93 0.03 -12.4 -6.1
RetCho2045 13.19 0.23 -16.8 13.8 USRechEnhEq 31.21 0.49 -14.2 40.1 ShtDurInc p 3.82 0.00 -5.2 -0.8 PIMCO Fds Admin:
EmrgMktEqInv 14.58 -0.13 -23.5 -5.1 RealEst p 18.65 0.32 -22.1 0.2 IntlValEq n 13.08 0.38 -10.1 -1.7 DivVal 14.71 0.28 -2.8 19.3
RetCho2050R4 11.80 0.21 -16.9 14.2 ValAdv 39.83 0.82 -0.1 30.3 TotRet 8.76 0.07 -13.7 -7.0
EqIncI 22.91 0.46 2.6 39.0 Morg Stan DW Inst: HiYldMuBd p 14.96 0.04 -15.3 -3.5 TotRtAd p 8.60 0.08 -14.3 -8.4
RisingDivA 22.95 0.45 -10.0 33.7 JHITFunLgCpCorFd: JPMorgan Inst Class:

FltRateI 7.66 0.00 -4.1 3.2 FxInOpp I 5.12 0.03 -7.2 -1.7 IntDMunBd p 8.60 0.02 -9.0 -3.1 PIMCO Fds Instl:
RochAMTFrMuni 6.78 0.02 -11.8 -0.1 ValAdv L 39.91 0.82 0.0 30.8 M
GrowOppI 34.62 0.53 -34.0 16.9 FunLgCpCorA 56.46 0.70 -21.1 26.7 AllAsset 11.02 NA NA NA
RochCAMuni 7.88 0.04 -12.0 -2.8 Morgan Stanley Inst: LtdMnBd p 10.70 0.02 -5.0 -0.4
FunLgCpCorI 59.71 0.73 -20.9 27.7 JPMorgan L Class: AllAssetAuth r 6.77 NA NA NA
InterValue 15.40 0.44 -3.3 11.4 RochLmtTrNYMuni p 2.77 0.00 -7.3 -1.4 MainStay Fds: CapGrI 32.10 -0.18 -56.8 -6.5 NYMunBd p 9.65 0.03 -12.6 -6.1
IntlAlphaInv 14.79 0.22 -17.7 19.1 JHSTRSRIF: Fl EmMktEq L 27.83 -0.29 -26.9 -7.4 CommodtyRR 5.46 NA NA NA
RochPAMuni 10.17 0.03 -10.1 -0.6 FltgRateA t 8.63 -0.01 -1.7 5.5 CapGrP p 29.27 -0.16 -56.9 -7.1 Nuveen Cl I:
IntlOpp 15.40 0.22 -18.6 9.8 IncomeI 5.72 0.05 -10.0 -2.4 MdCpVal L 39.93 0.94 -4.0 29.1 DivInc 9.21 0.09 -13.6 -6.8
RoMu A p 14.66 0.05 -14.8 -3.3 MainStay Fds A: CorPlusFxdIncI 9.56 0.11 -14.0 -7.4 HYMunBd 14.96 0.04 -15.1 -2.9
MidCap 26.89 0.23 -22.1 9.4 StrIncA p 5.73 0.05 -10.2 -3.2 JPMorgan R Class: EmMktsBd 8.09 0.12 -17.4 -11.8
SenFltRtA 6.72 -0.01 -0.6 4.8 ConvtA 18.45 0.20 -9.6 37.5 Discovery I 11.12 -0.05 -60.6 -16.4 Nuveen Cl R:
MunOpptI 8.06 0.02 -9.7 -3.3 John Hancock: CoreBond 10.18 0.10 -12.1 -6.0 EmrgMktCur&STInv 7.19 0.03 -6.4 -3.9
ShortTerm p 7.90 0.01 -5.7 -2.6 HiYldBdA 4.96 0.03 -8.0 3.2 DiscoveryA p p 7.57 -0.03 -60.7 -17.0 CAMunBd 9.94 0.03 -12.3 -5.6
StrInc 7.50 0.09 -13.6 -1.4 SmCpEq p 12.54 0.18 -16.3 31.3 500Index1 42.62 0.65 -14.5 33.7 CorePlusBd 7.20 0.08 -12.3 -5.6 ExtdDur 3.96 0.18 -37.2 -29.1
IncBldr 17.94 0.29 -12.3 4.6 GloFranI t 31.09 0.73 -16.0 20.5 IntDMunBd 8.63 0.02 -8.7 -2.4
WorldBond 9.96 0.05 -4.0 -2.8 SmCpGr 24.79 0.34 -31.8 16.7 BondI 13.41 0.14 -14.1 -6.4 HighYld r 6.26 0.05 -9.5 2.0 GlblBdOppUSH 9.67 0.04 -5.6 1.3
LgCpGrA p 8.46 0.10 -27.6 27.6 Insight I 32.21 -0.20 -57.9 -13.9 LmtTrmR 10.66 0.02 -4.8 0.2
Hartford Funds Y: SmCpValA t 19.52 0.31 6.3 66.8 BondR6 13.43 0.13 -14.1 -6.1 LimDurBd 9.62 0.02 -3.3 -0.4 HiYld 7.75 0.06 -10.2 0.2
MAPA p 29.39 0.56 -1.2 44.0 InsightA p 27.70 -0.17 -58.0 -14.5 NYMunBd 9.66 0.03 -12.4 -5.4
DiscpEq 42.70 0.74 -15.0 30.4 SP IncomeA 4.71 0.00 26.7 53.8 CapApprNAV 11.49 0.11 -33.4 24.8 MtgBckd 9.98 0.08 -10.3 -5.4 HiYldMuniBd 8.21 0.02 -13.2 -2.1
TxFrBdA 9.24 0.02 -11.0 -3.2 IntlEqI 13.09 0.21 -14.0 2.6 Nuveen Fds:
DivGthY 32.79 0.61 -5.7 37.9 Tech p 38.23 0.20 -36.5 11.0 ClassicVal I 38.95 0.60 -2.9 25.0 ShtDurBnd 10.43 0.02 -4.3 0.5 IntlBdUnhedged r 7.55 0.06 -19.8 -14.0
MainStay Fds I: MorganStanleyPathway: RealEst 16.59 0.28 -22.0 3.8
IntlValY 15.79 0.45 -3.2 11.5 ComstkSel 35.99 0.53 5.8 42.1 IntlGrwI 25.65 0.39 -26.4 3.0 SmCpEqR5 59.04 0.92 -12.3 23.9 IntlBdUSH 9.66 0.03 -8.4 -4.2
MdCpIdxI 19.04 0.36 -9.0 31.6 EpochGlb r 19.62 0.37 -3.4 14.9 CoreFxIcm n 6.88 0.08 -14.5 -8.4 ShTxFrY 9.71 0.01 -3.3 -0.7 InvGrdCrBd 8.68 0.10 -15.9 -10.2
IntOppY 16.42 0.24 -18.5 9.9 Invesco Funds C: SmCpVal 27.94 0.37 -8.0 32.8
Science&TechI 11.94 0.01 -34.1 16.0 MacKaySTMuni 9.22 0.02 -3.7 -0.7 EmgMkt n 12.04 -0.07 -23.2 -13.3 LgTmRlRt 4.69 0.20 -30.7 -7.4
MidCapY 33.48 0.29 -22.0 9.7 EqWtdC 67.80 1.29 -9.2 33.2 USEqR5 18.77 0.26 -14.5 44.5 O
TotalStkMktIdxI 21.86 0.32 -16.4 30.1 S&P500IdxA 50.54 0.77 -14.7 33.0 LgCapEq n 21.31 0.33 -16.8 25.8 LgTrmCrdtBd 8.92 0.23 -25.2 -15.9
Hartford HLS Fds IA: RchHiYldMunC 6.69 0.02 -14.7 -4.2 USRechEnhEq 31.16 0.48 -14.1 40.5
VolGrw1 11.15 0.09 -14.0 -1.9 Mairs&Power: Sm-MdCapEq nr 16.92 0.24 -14.9 22.8 LngDurTotRtrn 7.28 0.19 -26.4 -15.6
Balanced 27.42 0.44 -11.0 21.6 StlpathMLPAlphFd 3.99 0.01 26.0 50.6 JPMorgan R5 Class: Oak Associates Funds:
John Hancock Class 1: MairsPwrBal n 100.91 1.37 -12.5 16.8 Munder Funds: LowDur 9.07 0.00 -5.9 -3.2
CapApp 40.61 0.65 -13.2 24.9 Invesco Funds Instl: SR2020 R5 15.01 0.16 -12.8 3.5 RedOakTec n 31.00 0.29 -26.9 18.8
BlueChipGrw 36.77 0.37 -34.4 5.8 MairsPwrGr n 134.30 2.05 -17.1 28.4 MndrIntlSmCpInv r 13.07 0.31 -22.4 5.5 LowDurInc r 7.94 0.04 -5.0 3.1
DiscEqui 16.67 0.28 -15.2 30.8 SmCpGr 31.71 0.43 -31.5 17.9 SR2030 R5 17.37 0.19 -14.9 8.6 Oakmark Funds Invest:
CapAppr 11.40 0.11 -33.4 24.6 Marsico Funds: Munder Funds Cl Y: LTUSG 3.83 0.11 -27.3 -20.5
Div&Grwth 23.19 0.42 -6.0 37.9 Invesco Funds P: SR2040 R5 19.45 0.24 -15.6 15.9 EqtyInc nr 30.86 0.46 -10.0 21.5
IntlOpp 13.61 0.21 -18.7 9.6 LSAggr 14.14 0.21 -16.2 20.5 JPMorgan Select Cls: Focus pn 19.55 0.21 -28.9 32.5 MndrSCVClY p 38.91 0.72 -3.4 34.7 ModDur 9.23 0.04 -9.1 -3.2
Summit P pn 19.16 0.21 -29.4 16.2 Global n 29.66 0.42 -14.5 14.3
MidCap 26.40 0.22 -22.2 9.5 LSBalncd 13.04 0.18 -14.4 12.5 Mass Mutual: Mutual Series: MortgOppBd 9.61 0.01 -7.5 -0.1
Invesco Funds R: SmCpGrL 18.00 0.31 -28.9 9.1 Oakmark n 108.20 1.83 -9.2 40.9
SmallCo 14.39 0.19 -26.7 18.8 LSConserv 11.47 0.12 -11.3 2.0 SelBluChipGroClI20.08 0.23 -30.5 12.7 BeacnZ 15.45 0.27 -11.4 10.6 MuniBd 9.10 0.03 -11.1 -2.9
JPMorgPrm: OakmrkInt n 23.79 0.37 -15.3 -0.8
SmCpGrwth 22.98 0.25 -24.3 9.3 Invesco 30.34 -0.15 -20.3 -7.7 LSGwth 13.83 0.20 -15.3 17.0 MassMutual Premier: GlbDiscA 28.87 0.51 -2.8 13.5 RAEFndmtlAdvPLUS 9.20 NA NA NA
USEquity L 18.76 0.26 -14.5 44.4 Select n 53.17 0.91 -17.2 26.5
Stock 98.61 1.96 -3.6 39.5 Invesco 22.92 0.36 -17.3 3.1 LSModer 11.95 0.15 -12.7 7.4 GlbDiscz 29.70 0.53 -2.6 14.4 RealRtnI 10.16 0.14 -11.9 4.7
CoreBdI 9.27 0.10 -14.9 -6.9 Oberweis Funds:
Invesco Funds Y: RetLiv2025 9.43 0.15 -14.9 12.4 QuestA t 13.30 0.17 -6.5 4.4 RERRStg 6.34 0.13 -26.9 9.5
TotRetBd 9.26 0.11 -14.3 -7.2 K MassMutual Select: IntlOppInst 8.45 0.26 -35.5 10.0
UltraShBd 9.91 0.01 -0.7 0.8 BalancedRiskAllY 8.69 0.06 -12.4 6.1 RetLiv2030 9.89 0.16 -16.3 14.1 QuestZ 13.55 0.17 -6.3 5.1 ShortT 9.55 0.00 -0.9 2.0
FocValI 19.16 0.38 -3.0 34.9 Old Westbury Fds: ShtAssetInv 9.81 0.01 -0.1 1.1
Hartford Schroders: CoreBdY 5.67 0.06 -13.9 -7.0 RetLiv2035 10.34 0.17 -17.0 15.9 Kinetics Funds: SharesZ 24.95 0.49 -4.8 11.5
IdxEqI 17.93 0.27 -14.4 34.6 AlCpCore n 21.20 0.26 -19.0 31.1 StcksPLUSIntlHdg r 8.17 0.11 -5.9 18.8
DevMktY 34.96 -0.33 -25.6 -14.9 RetLiv2040 10.66 0.16 -17.3 18.0 Pdm n 102.92 -2.21 40.3 114.4
USMdCpOp I 17.45 0.38 -10.1 26.8 MCGrEqIII 20.73 0.40 -21.3 17.2
DiscovY 94.99 1.88 -25.8 31.4 RetLiv2045 10.58 0.16 -17.2 19.2 N CreditIncomeFd n 8.22 0.09 -15.4 NS StcksPLUSSmall 8.55 0.10 -19.5 13.9
Heartland Funds: MCpGrEqIIS 20.35 0.39 -21.4 16.8
EqWtdY 73.01 1.40 -8.3 37.2 John Hancock Funds A: L FixInc pn 10.08 0.06 -8.5 -4.7 StkPlsLgDur 4.77 0.19 -39.2 5.4
Val Inv n 43.40 0.64 -6.5 33.6 PIMCITRetI 8.61 0.09 -14.1 -7.2 Nationwide Fds R6: LrgCpStr n 15.14 0.17 -19.6 12.4 StksPLS 10.68 0.17 -17.6 29.3
GlblOppY 47.10 0.58 -38.2 -8.3 BalA 23.23 0.30 -13.5 16.8
Hennessy Funds: Laudus Funds: SCGrEqI 13.24 0.22 -21.6 24.5 IntIdxR6 7.70 0.18 -13.5 6.4 MuniBd pn 11.38 0.04 -6.2 -2.6 StPlTRInst r 9.63 0.16 -18.5 28.5
GloblY 87.87 0.71 -29.9 6.6 BondA p 13.41 0.14 -14.4 -7.4
FocInv 54.89 1.07 -20.5 10.1 USLgCpGr nr 20.43 NA NA NA Matthews Asian Funds: MidCapIdxR6 17.07 0.33 -8.8 32.2 OWstbryNYMuBndFd n 9.71 0.03 -5.9 -2.4 TotRetESG 7.66 0.08 -15.6 -9.3
IncomeY 5.03 0.01 27.1 55.1 InvGrBdA 9.04 0.09 -14.1 -8.4
GasUtilIndInv 27.41 0.79 10.7 25.4 IntGrowY 34.27 0.83 -24.5 6.4 Lazard Instl: AsiaDivInv nr 12.90 -0.05 -31.4 -11.1 Nationwide Fds Serv: Sm&MdCapStrategi n 14.27 0.25 -20.9 5.1 TotRt 8.60 0.08 -14.2 -7.7
IntlGrw 25.51 0.38 -26.6 2.0
Homestead Funds: IntlBdY 4.15 0.03 -16.1 -15.5 EmgMktEq 15.30 0.17 -15.6 -6.0 IndiaInv nr 26.14 0.29 -7.2 27.6 IDAggr p 8.85 0.13 -15.8 15.4 Optimum Funds Inst: TRII 8.10 0.07 -14.0 -8.5
LifeAggr 14.18 0.21 -16.5 19.1
ShtTmBd n 4.81 0.01 -6.0 -1.8 IntlSmCoY 40.12 1.09 -29.1 3.4 GlbLstInfr 16.29 0.39 2.8 20.0 PacTigerInv nr 20.98 -0.38 -23.8 -2.8 IDMod p 8.88 0.12 -14.2 8.5 Fixed Inc 8.27 0.09 -13.9 -7.7 TrndsMgdFutStrgy 12.60 NA NA NA
LifeBal 13.16 0.19 -14.6 11.4
Value n 50.88 0.93 -3.1 34.7 Invesco 30.43 -0.16 -20.3 -8.1 LifeConsv 11.49 0.11 -11.6 0.9 IntlEq 14.73 0.25 -14.4 1.8 MergerFd: IDModAggr p 8.98 0.13 -15.6 12.4 Intl Eqty 10.68 0.22 -22.3 -2.6 PIMCO Funds:
Hotchkis and Wiley: MnStFndY 46.55 0.73 -17.4 25.3 LifeGrw 13.87 0.20 -15.6 15.8 IntStrtEq r 13.96 0.24 -14.7 3.1 MergerFundThe p 17.38 NA NA NA Natixis Funds: LgCpGrwth 17.61 0.19 -30.9 12.0 IncomeFd 10.48 0.08 -8.7 -0.9
HiYldI 9.93 0.05 -9.8 2.2 RocMuniY 14.67 0.06 -14.6 -2.5 LifeMod 12.04 0.16 -12.9 6.4 USEQ Concen Inst 16.21 0.27 -16.1 19.1 Meridian Funds: InvGradeBdA p 9.70 0.09 -11.5 -1.0 LgCpVal 20.41 0.37 -3.3 30.0 StcksPLUSIntlHdg 8.06 0.12 -5.9 18.4
SmCpVal 78.83 1.04 9.3 54.0 Sel40Y 6.82 0.01 23.0 38.5 TFBdA 8.80 0.03 -10.3 -3.3 Legg Mason I: Growth n 34.83 0.22 -27.1 7.3 InvGradeBdY 9.71 0.09 -11.2 -0.3 SmCpGrwth 12.40 0.16 -24.8 34.2 TotRet 8.60 0.08 -14.6 -9.3
Hussman Funds: Ivy Funds: USGlobLdrs 50.04 0.82 -27.2 21.8 IntlGrTrI 55.55 0.96 -19.5 8.8 Value n 39.88 0.58 -13.0 40.7 LSGrowthY 19.78 0.24 -24.5 22.5 SmCpVal 14.84 0.26 -9.3 21.9 PIMCO Funds A:
StrGrowth n 6.97 -0.04 14.3 30.3 AssetStrA p 20.97 0.22 -13.3 14.4 John Hancock Instl: OpporTrI 29.95 0.67 -28.6 -2.2 Metropolitan West: USEqOppsA 34.17 0.47 -17.6 28.5 Osterweis Strat Income: AllAsset 11.02 NA NA NA

CommdtyRR 5.20 NA NA NA R2005 n 12.00 0.14 -12.4 7.1 GeorgePutBal 20.40 0.29 -13.4 16.4 Sit Funds: MdCpVl Inst 18.07 0.32 -6.6 22.3 EmgMktsY 12.80 NA NA NA ITTsry n 9.99 0.05 -10.2 -5.5 TotStInst 98.07 1.48 -15.6 32.4
HiYld 7.75 0.06 -10.5 -0.8 R2010 n 15.31 0.18 -12.7 8.2 GlbHlthCare p 60.15 0.93 -5.2 36.4 MinnTxF n 9.29 0.02 -11.5 -5.6 MdCpVlRet 17.88 0.31 -6.8 21.4 VANGUARD ADMIRAL: LifeCon n 19.72 0.23 -13.4 3.7 TtlWrldIxInst p 182.69 2.83 -15.5 20.5
HiYldMuniBd 8.21 0.02 -13.4 -3.0 R2015 n 12.81 0.15 -12.9 9.5 GrOpp p 43.30 0.64 -26.1 29.7 SmeadFds: QuantSmCpEqInst 16.96 0.17 -11.0 28.8 400MCpIdxInst344.80 6.64 -8.7 33.0 LifeGro n 37.47 0.54 -14.9 15.3 TxMCaInst r 103.44 1.59 -15.2 34.4
IncomeFd 10.48 0.08 -8.5 -0.1 R2020 n 19.27 0.24 -13.2 10.8 HiYld A p 5.06 0.03 -11.2 0.2 RealSecInst 17.38 0.27 -26.0 6.3 500Adml n 372.44 5.70 -14.3 34.8 LifeInc n 14.62 0.15 -12.7 -2.3 TxMSCInst r 82.53 0.98 -10.9 29.3
SmeadValueInstl70.46 0.61 1.8 51.1
IntlBdUSH 9.66 0.03 -8.7 -5.3 R2025 n 16.77 0.22 -14.1 12.8 Incm p 5.68 0.05 -13.1 -10.6 RealSecRet 18.22 0.29 -26.2 5.5 BalAdml n 41.25 0.55 -14.4 15.9 LifeMod n 28.56 0.37 -14.1 9.5 ValueInst 56.60 1.08 0.5 33.5
SoundShoreInv n:
InvstGrCrBd 8.68 0.10 -16.2 -11.3 R2030 n 25.02 0.35 -15.1 14.4 IntlEq p 21.66 0.64 -14.5 8.0 S&P500IdxInst 44.64 0.68 -14.3 34.8 CAITAdml n 11.06 0.04 -7.4 -1.8 LTIGrade n 7.99 0.24 -24.2 -15.1 Victory Funds:
SoundShoreInv n 37.56 0.82 -8.3 26.1 LTTsry n 9.01 0.25 -27.9 -21.1
LowDurA 9.07 0.00 -6.1 -4.0 R2035 n 19.20 0.28 -15.9 16.1 NYTx p 7.68 0.02 -11.5 -5.3 S&P500IdxRet 44.24 0.67 -14.5 33.8 CALTAdml n 11.05 0.04 -10.7 -3.4 EstValA 49.20 1.09 0.1 45.2
Sprott Funds Trust: MATxEx n 9.86 0.04 -11.2 -3.1
LowDurInc 7.94 0.04 -5.4 1.8 R2040 n 27.32 0.41 -16.6 17.7 ShtDurBd 9.50 0.02 -4.7 -1.2 ShTrmBdInst 9.81 0.02 -3.4 0.4 CapOpAdml nr 165.55 1.44 -14.5 30.9 EstValI 49.26 1.10 0.4 46.6
MuniBdA 9.10 0.03 -11.3 -3.8 RealEst n 15.36 0.25 -22.8 1.4 SmCapGr p 51.21 0.56 -24.3 28.4 GoldEq Inv p/r tn 41.38 1.03 -14.4 13.3 SmCpBl IdxInst 21.63 0.23 -15.6 20.1 CoDilxAd n 124.74 1.54 -28.8 36.8 MgdPayFdInv n 16.80 0.22 -7.8 14.5 EstValR p 48.36 1.08 -0.1 44.3
RAEPLUS 5.85 0.10 -3.9 31.4 Ret2025A p 16.62 0.21 -14.3 11.9 StDurInc 9.97 0.00 0.4 1.9 SSgA Funds: SmCpBl IdxRet 21.70 0.23 -15.8 19.2 CoStIxAd nr 97.20 1.99 0.4 35.5 MidCpGro pn 19.83 0.34 -26.5 9.9
LgCpAlphaA 53.95 1.18 -2.2 22.5
RealRtnA 10.16 0.14 -12.2 3.4 Ret2045 n 19.16 0.29 -16.7 19.0 SustainLdrsFd p 100.81 1.39 -18.6 33.8 SP500 n 230.34 3.53 -14.4 34.8 SocChEqInst 24.37 0.46 -14.2 35.3 DivAppIdxAdm n 42.65 0.89 -7.2 36.3 MuHY n 10.23 0.04 -12.3 -3.4
SmCoOppI 51.67 0.71 -1.6 32.3
ShtTmA 9.55 0.00 -1.1 1.2 Ret2045R 18.63 0.29 -17.1 17.3 TFHY 10.98 0.02 -13.2 -4.3 State Street Institu: SocChEqRet 24.78 0.48 -14.3 34.3 EMAdmr n 32.19 -0.10 -19.6 -1.3 MuInt n 13.28 0.04 -7.7 -1.5
Virtus Equity Trust:
StksPLSTR 9.32 0.15 -18.7 26.9 Ret2055 n 16.78 0.26 -16.8 18.9 TxEx p 7.52 0.02 -11.4 -5.0 SmCapEq (ICL) 17.90 0.23 -10.7 26.9 Tortoise Capital: EnergyAd nr 64.28 0.20 70.9 88.0 MuLong n 10.52 0.04 -11.0 -2.9
MuLtd n 10.63 0.02 -3.5 0.3 SmCapSusA 35.13 0.53 -25.4 13.0
TotRetA 8.60 0.08 -14.4 -8.6 Ret2055 16.58 0.25 -17.0 18.0 MtgSec p 9.75 0.12 -10.9 -14.6 State Street V.I.S.: MLP&EgyInc Inst 7.66 -0.03 24.8 40.4 EnergyAdml nr 91.78 2.10 26.8 17.1
MuSht n 15.55 0.02 -1.1 1.0 SmCapSusI 36.48 0.55 -25.2 14.0
PIMCO Funds C: RetBal Inc n 13.24 0.15 -11.9 8.5 Putnam Funds Class Y: TorMLPPipInsCl 13.80 0.05 28.1 35.0 EqIncAdml n 93.00 1.89 3.0 37.7
TR V.I.S. Cl 1 13.67 NA NA NA StratGrA p 18.09 0.25 -34.0 15.1
IncomeFd 10.48 0.08 -9.1 -2.4 SciTec n 29.23 0.03 -32.6 8.5 EuropeAdml n 70.52 1.67 -15.4 9.0 OHLTte n 11.29 0.05 -11.8 -3.2
GrOpp Y 46.09 0.69 -26.0 30.7 TR V.I.S. Cl 3 13.59 NA NA NA Touchstone Family Fd: Virtus Funds:
Sht-Bd n 4.47 0.01 -5.0 -0.7 ExplrAdml n 95.08 1.49 -20.1 25.2 Primcp nr 144.76 1.89 -11.5 30.6
PIMCO Funds I2: Incm 5.80 0.04 -12.9 -9.9 Sterling Capital Fds: FlexIncY 9.99 0.05 -8.4 3.0
SmCap n 53.75 0.70 -13.0 26.3 ExtndAdml n 107.07 1.48 -22.3 18.3 PrmcpCor n 30.79 0.45 -8.4 31.0 virtus 6.95 NA NA NA
All Asset 11.05 NA NA NA PutLargCap 31.01 0.56 0.6 39.9 TotRetBdI 9.20 0.09 -13.3 -6.5 FocEqY 54.84 0.74 -14.8 39.5
SmCapStk n 56.37 0.84 -19.2 21.0 FinIxdAd nr 44.13 0.95 -7.3 25.9 SelValu nr 29.10 0.63 -5.1 31.8 VirtusFunds:
CommdtyRR 5.42 NA NA NA ShtDurBd 9.51 0.01 -4.5 -0.4 MdCpGrwY 30.77 0.44 -23.0 17.5
SpecGr n 23.04 0.39 -16.0 23.6 GNMAAdml n 9.26 0.08 -10.3 -7.8 STAR n 26.61 0.32 -16.2 14.0 RCMTechI 52.60 0.38 -36.6 23.3
ComPLUSStrtgyFd 7.26 NA NA NA StDurInc 9.98 0.00 0.5 2.2 T MdCpVal Inst 23.12 0.44 -3.9 32.9
SpecInc n 11.20 0.12 -10.3 -1.1 GroIncAdml n 90.17 1.43 -12.9 37.2 STFed n 10.04 0.01 -5.7 -2.0 RCMGrowthA 49.77 0.25 -30.4 29.4
EmgMkBd 8.09 0.12 -17.5 -12.1 SandsCapGrY 9.80 0.05 -48.8 -5.6 STIGrade n 9.93 0.03 -6.3 -1.6
SpecIntl n 13.24 0.15 -17.9 2.2 R TCW Funds: GrwthAdml n 117.74 1.25 -28.4 32.5 CeredexMdCpVlEqI 11.08 0.24 -12.0 16.4
HiYldMuniBd 8.21 0.02 -13.2 -2.4 SmCoA p 5.19 0.08 -10.5 32.6 StratgcEq n 35.67 0.68 -8.0 36.0
SuMuInc n 10.87 0.03 -11.3 -3.9 CoreFxInc n 9.76 0.11 -13.9 -7.5 HltClxAd nr 125.21 2.26 -5.1 40.0 LowDurCrPlBd I 10.08 NA NA NA
Income 10.48 0.08 -8.2 0.7 Touchstone Funds Gro: StrSmCpEqInv n 35.56 0.59 -8.9 35.5
SuMuInt n 11.09 0.03 -8.2 -2.2 RBB Fund: HlthCareAdml nr 91.74 1.63 -0.8 31.7 VirtusFunds Cl A:
IntlBdUSH 9.66 0.03 -8.5 -4.5 EmMktInc n 6.05 0.09 -18.4 -16.0
TF Incom n 10.61 0.03 -13.6 -4.7 BPSmVal2Inst 28.42 0.42 -6.9 21.8 MdCpY 43.69 0.54 -11.9 15.7 HYCorAdml nr 5.21 0.06 -8.4 1.7 STTsry n 9.92 0.01 -5.1 -2.0
InvstGrCrBd 8.68 0.10 -16.0 -10.5 SelEqtyI n 26.53 0.42 -32.9 22.0 RCMTech 39.17 0.29 -36.7 22.3
TF Incom n 9.13 0.03 -10.6 -3.2 RBC Funds: Touchstone Strategic: InfProAd n 23.89 0.32 -11.3 4.1 TgtRe2020 n 27.10 0.31 -12.6 7.7
LowDurInc 7.94 0.04 -5.1 2.8 TotRetBondI n 8.25 0.10 -16.5 -10.8 MulSStA p 4.32 0.01 -6.5 -1.5
TFSI n 5.38 0.02 -4.3 -0.8 LagCapFoc A p 50.30 0.68 -14.4 37.8 InfTechIdx n 175.11 1.74 -24.9 49.1 TgtRe2025 n 17.53 0.22 -13.8 9.3
LwDur 9.07 0.00 -6.0 -3.4 AccCpCommInvI 7.65 NA NA NA TCW Funds N: TactAllA p 9.49 0.14 -27.4 6.5
TotIndex n 43.63 0.66 -15.8 30.4 Transamerica A: IntlGrAdml n 98.38 0.04 -29.4 18.4 TgtRe2030 n 32.91 0.43 -14.3 11.3
MuniBd 9.10 0.03 -11.1 -3.2 RiverNorth Funds: TotRetBdN pn 8.52 0.11 -16.6 -11.3 VirtusFunds Cl I:
U.S.EqResch n 38.41 0.62 -15.1 34.2 ITBondAdml n 10.16 0.09 -12.8 -6.8 TgtRe2035 n 20.37 0.28 -14.6 13.6
RealRtn 10.16 0.14 -12.0 4.4 RNDLIncomeI 8.59 NA NA NA Templeton Advisor: AsAlCnsrv p 9.59 0.11 -14.2 3.6 EmMktI 7.56 -0.08 -24.9 -14.6
USLrgCpCore n 31.51 0.66 -12.1 31.4 ITCorpIx n 21.12 0.25 -13.7 -6.5 TgtRe2040 n 35.79 0.51 -14.8 15.7
ShtTm 9.55 0.00 -1.0 1.7 Royce Funds: AsAIGrow p 12.84 0.23 -16.7 18.3 ForOppI 23.85 0.54 -18.6 8.7
USTInter n 5.19 0.04 -11.9 -8.0 Frng Adv 6.72 0.10 -4.8 3.5 ITIGradeAdml n 8.39 0.10 -13.4 -5.3 TgtRe2045 n 24.09 0.36 -15.1 18.1
TotRt 8.60 0.08 -14.2 -8.0 Oppty I nr 14.58 0.13 -13.0 48.2 AsAlMod p 10.46 0.14 -14.5 7.4 TgtRe2050 n 39.78 0.60 -15.2 18.4 IntSmCapI 14.97 0.49 -34.3 -7.1
VABond n 10.92 0.03 -10.6 -3.4 The Bruce Fund: ITsryAdml n 9.99 0.05 -10.1 -5.2
PIMCO Funds Instl: PAMut I nr 8.39 0.13 -13.1 24.2 AsAlModGr p 11.39 0.17 -15.4 12.5 TgtRe2060 n 40.75 0.61 -15.2 18.3 MulSStI 4.32 0.00 -6.3 -1.0
Value n 43.28 0.93 -9.5 32.9 BruceFund n 612.62 10.28 -8.6 24.0 ITTresIdx n 19.86 0.11 -10.4 -6.4
ComPLUSStrtgyFd 7.37 NA NA NA PremierI nr 11.46 0.19 -11.6 18.4 Balanced 29.63 0.40 -13.9 18.4 TgtRet2055 n 44.29 0.66 -15.2 18.3 QualitySmCapI 23.46 0.26 -18.3 25.7
Price Funds - Adv Cl: Third Avenue: LarCapAd n 92.59 1.38 -15.9 33.4
DynamicBd 9.64 0.02 -7.5 -1.1 SpecEqI nr 18.40 0.10 -3.6 30.7 FocusA 18.76 -0.11 -56.9 -9.7 TgtRetInc n 12.63 0.13 -11.5 3.5 SmCpCorI 46.35 0.65 -5.4 38.8
ValueInst 57.71 0.68 13.9 57.3 LTGradeAdml n 7.99 0.24 -24.1 -14.8
BlChip p 112.77 1.14 -35.1 5.1 Trust for Professional Ma: Vivaldi Merger:
IncomeFd 10.48 0.08 -8.2 1.0 TotRet I nr 7.86 0.13 -9.8 20.6 LTsryAdml n 9.01 0.25 -27.8 -20.9 USGro n 41.68 0.31 -35.9 17.8
CapAppA p 32.86 0.41 -9.9 28.0 Thompson IM: PerfTrstMuniInst 22.21 0.11 -12.4 -4.5
InflRespMulAsset 7.93 0.07 -5.8 19.3 RS Funds: LTTresIdx n 21.31 0.61 -27.7 -21.6 WellsI n 26.11 0.43 -7.9 9.8 Arbitrage Fund 10.74 NA NA NA
Growth p 65.92 0.62 -36.1 7.0 Bond n 9.88 -0.01 -7.2 -3.0 PrfTrtStrtBd Ins 19.19 0.17 -12.9 -6.6
Pioneer Funds A: CoreEqVIP 53.30 1.17 -1.9 24.0 MatIdx nr 91.64 2.60 -7.3 45.8 Welltn n 41.77 0.71 -12.7 17.3 Voya Fds:
R2020A p 19.04 0.23 -13.5 10.0 Thornburg Fds: Tweedy Browne Fds:
AMTFreeMuniA p p 12.57 0.02 -17.9 -10.7 Russell Funds S: MidCpAdml n 264.72 4.71 -15.2 27.9 Wndsr n 23.83 0.35 -0.8 41.1 GrOppI 43.06 0.56 -25.7 20.1
R2030A p 24.68 0.34 -15.3 13.6 IncBuildA t 21.73 0.30 -6.9 13.2 WndsrII n 41.31 0.61 -9.8 36.3
BondA 8.17 0.09 -14.4 -6.5 EmerMkts 14.25 NA NA NA GblValue n 27.20 0.38 -6.5 8.2 MrgBkdIdx n 18.37 0.16 -11.5 -9.2 InmdBdI 8.58 0.09 -14.1 -8.2
R2035 19.03 0.28 -16.1 15.3 IncBuildC p 21.70 0.30 -7.6 10.5 VANGUARD INDEX FDS:
CoreEqA 18.83 -0.77 -14.6 33.8 IntlDvMkt 37.08 NA NA NA GblVlCurUnhgd nr 15.51 0.30 -8.9 3.4 MuHYAdml n 10.23 0.04 -12.2 -3.2 TRPGrEqI 62.90 0.62 -36.6 6.8
R2040A p 26.95 0.40 -16.8 16.8 IntVal I 22.01 0.16 -18.6 11.0
DiscGrA 13.35 -0.64 -17.6 43.4 InvGrdBd 18.40 NA NA NA Value n 18.59 0.32 -4.9 10.5 MuIntAdml n 13.28 0.04 -7.6 -1.2 500 372.45 5.69 -14.4 34.4
Ret2045-A p 18.95 0.29 -16.9 18.1
EqIncA 34.52 -2.75 -5.9 21.4 LtdTIn 12.44 0.07 -7.7 -1.9 MuLTAdml n 10.52 0.04 -11.0 -2.7 EmgMktInstPl 81.44 -0.25 -19.6 -1.1 WXYZ
StratBd 9.24 NA NA NA
Ret2050-A p 15.99 0.25 -16.9 18.3 U

HighIncMuniA 6.24 0.01 -14.2 -6.6 LtdTIncI 12.45 0.07 -7.4 -0.9 MuLtdAdml n 10.63 0.02 -3.5 0.5 ExtndIstPl 264.21 3.65 -22.3 18.3
Price Funds - R Cl: TaxExBd 21.46 NA NA NA Wasatch:
MdCapVa 23.26 -1.84 -2.5 30.4 LtdTMu I 13.44 0.05 -5.4 -2.1 MuShtAdml n 15.55 0.02 -1.1 1.3 FTAIWdInPl 106.49 1.66 -15.2 5.8
BlChipR p 106.80 1.08 -35.2 4.3 TMUSMdSmCp 35.11 NA NA NA Ultimus:
PioFdA 30.58 -0.60 -16.1 36.6 LtdTMuA 13.43 0.04 -5.7 -2.8 NJLTAdml n 10.98 0.04 -10.9 -1.9 IdxIntl 16.92 0.28 -15.8 5.4 CoreGr n 69.68 1.02 -26.0 24.1
ExtIndex nr 28.27 0.40 -21.9 17.1 TxMngUSLgCp 59.50 NA NA NA LyricalUSVlEqI 19.97 0.37 -13.2 26.4
SelMCGrA 37.81 0.25 -27.1 10.7 Thrivent Funds A: NYLTAdml n 10.44 0.03 -11.6 -3.9 ITTresIdx Inst 24.65 0.14 -10.4 -6.4 MicCap n 5.88 -0.05 -37.4 15.8
GrowthR p 62.85 0.60 -36.3 6.2 USSmCpEq 26.16 NA NA NA UM Funds:
StratIncA p p 9.11 0.13 -13.1 -3.8 DivrIncPlus 6.65 0.07 -11.6 1.7 PacifAdml n 81.54 1.72 -14.7 2.5 LTTresIdx Inst 27.05 0.78 -27.7 -21.5 SmCapGr n 31.20 0.36 -37.6 10.3
R2020R p 18.75 0.23 -13.6 9.2 Rydex Dynamic Fds:
Pioneer Funds Y: LgCpStk 23.98 0.43 -16.3 18.8 BehavVal 85.28 1.81 2.3 46.3 PALTAdml n 10.49 0.04 -10.9 -2.8 MdCpGrAdml n 81.21 1.11 -25.5 23.4 SmCapV n 8.83 0.06 -16.1 21.0
R2030R p 24.34 0.33 -15.5 12.7 NasdaqStratH p 224.42 NA NA NA BehavValA t 82.71 1.75 2.0 44.7 PrmcpAdml nr 150.06 1.96 -11.4 30.9 MdCpVlAdml n 73.40 1.57 -4.3 29.9 UltraGr n 27.56 0.22 -37.6 23.0
AMTFreeMuniY 12.51 0.02 -17.8 -10.2 MidCapStk 27.98 0.40 -13.6 38.3
R2040R p 26.63 0.39 -17.0 15.9 Rydex Investor Class: USAA Group: RealEstatAdml n 123.41 2.23 -23.2 5.1 MidCp 58.35 1.03 -15.3 27.5 WCM:
BondY 8.09 0.10 -14.1 -5.6 MuniBd 10.02 0.03 -11.2 -4.8
Ret2025-R p 16.35 0.21 -14.4 11.1 NasdaqInv n 53.99 0.36 -28.3 38.1 S&PSC600Idx 376.18 4.44 -11.0 29.3 RUSS2000IdxInst286.92 3.04 -15.7 19.9
PionFdY 31.23 -0.59 -15.9 37.9 SmCapStk p 22.68 0.29 -7.2 44.0 500Indx Reward n 52.11 0.75 -15.5 35.1 FcusEmgMk Inst 12.78 -0.07 -31.5 -2.7
Ret2035-R 18.70 0.27 -16.3 14.4 SmCapAdml n 93.09 1.57 -13.3 24.6 SmCap 93.06 1.57 -13.4 24.2
StratIncY p p 9.11 0.13 -12.8 -2.9 Thrivent Funds S: CA Bd n 10.11 0.04 -10.6 -3.9 FocInterGrFdInv 20.11 0.49 -26.7 18.5
Ret2050-R 15.76 0.24 -17.2 17.3 S
CapGr n 11.49 0.22 -10.6 24.4 SmGthAdml n 74.33 0.86 -24.7 10.0 SmValAdml n 72.40 1.48 -4.5 33.0 WCM Focus Funds:
Price Funds: LgCpVal n 28.13 0.54 -0.8 40.7
PRIMECAP Odyssey Fds: STBondAdml n 9.86 0.03 -5.8 -2.3 TotBd 9.54 0.09 -12.9 -8.1
2050RetFd n 16.22 0.25 -16.8 19.1 Schwab Funds: MidCapStk n 32.93 0.48 -13.4 39.4 CrnrsMod n 14.31 0.18 -12.0 6.3 WCMFocIntlGrwIns20.34 0.50 -26.5 19.4
AggGrowth nr 41.34 0.19 -21.6 12.8 STCorpIx n 20.48 0.09 -6.0 -1.3 TotBd2 9.43 0.09 -12.9 -8.2
Balnanced n 23.57 0.35 -15.3 12.1 1000 Inv nr 87.38 NA NA NA OppIncmPl n 8.76 0.06 -10.2 -3.8 CrnstModAggr n 24.95 0.33 -12.0 8.9 Weitz Funds:
Growth nr 39.12 0.32 -11.3 25.8 ExtMktIn n 19.82 0.26 -19.9 24.6 STFedAdml n 10.04 0.01 -5.6 -1.7 TotIntlInstIdx r 113.17 1.84 -15.7 5.7
BdEnhIdx nr 9.62 0.10 -13.3 -7.8 Balanced n 15.77 NA NA NA TIAA-CREF/Instl Cl: PIIIOpp 12.59 0.30 -18.9 1.2
Stock nr 37.20 0.62 -7.3 30.7 Gr&Inc n 21.68 0.33 -14.4 26.6 STIGradeAdml n 9.93 0.03 -6.2 -1.3 TotItlInstPlId r 113.20 1.84 -15.7 5.7
BlChip n 115.71 1.18 -34.9 6.0 CATxFrBd n 10.89 NA NA NA CoreBond Inst 9.03 0.09 -13.1 -7.1 ShtDurIncInst 11.70 0.04 -3.2 1.2
Principal Investors: STIPSIxAdm n 23.92 0.11 -3.1 7.8 TotSt 98.02 1.47 -15.7 31.9
Communica&Tech n 113.88 1.70 -37.6 10.2 CoreEq n 20.36 NA NA NA Gr&TxStr n 22.60 0.19 -14.3 10.9 ValueInv n 49.55 1.02 -19.8 22.8
CorePlsBd 9.03 0.09 -13.2 -6.5 STsryAdml n 9.92 0.01 -5.0 -1.7 VANGUARD INSTL FDS:
CapApprA p 56.18 0.90 -12.7 36.1 Grwth n 25.85 0.29 -28.7 18.0
DivGro n 68.07 1.37 -7.4 37.0 DivEqSel n 14.59 NA NA NA TIAA-CREF/Retail Cl: STTresIdx n 19.27 0.03 -4.3 -1.8 Western Asset:
ConBalA p 11.31 0.14 -13.4 4.8 HiIncm n 6.67 0.03 -10.5 0.8 BalInst 41.26 0.55 -14.3 16.0
DvsfMCGr n 37.47 0.65 -20.9 21.0 FunIntlLgInst nr 9.33 NA NA NA EqIdx n 29.46 0.44 -15.5 31.5 TotBdAdml n 9.54 0.09 -12.9 -7.8 CoreBondA n 10.67 0.14 -16.8 -11.2
DivIntlInst 11.73 0.20 -18.3 9.0 Inco n 11.21 0.11 -13.1 -5.4 DevMktsIndInst 13.87 0.32 -14.2 8.6
EmgMktB n 8.39 0.12 -18.8 -14.9 FunUSLgInst nr 22.28 NA NA NA Gro&Inc n 21.26 0.38 -17.8 27.6 TotIntBdIdxAdm n 19.57 0.11 -10.5 -8.9 CoreBondI 10.67 0.14 -16.5 -10.2
EqIncIA p 37.63 0.72 -7.5 23.2 IncStk n 19.49 0.38 -0.8 28.7 DevMktsInxInst 21.67 0.48 -14.3 8.6
EmMktS n 33.88 -0.56 -25.2 -16.4 HlthCare n 27.22 NA NA NA TotIntlAdmIdx nr 28.30 0.46 -15.7 5.6 CoreBondIS 10.69 0.14 -16.5 -10.1
FlIncA p 11.17 0.12 -12.6 0.4 LrgCpGro n 16.89 0.21 -29.4 22.9 EmMkInst r 24.48 -0.08 -19.6 -1.2
EqInc n 35.41 0.81 -0.3 30.5 InflProSel n 10.55 NA NA NA Intl n 23.36 0.61 -15.4 3.6
HighYldA p 6.43 0.06 -8.1 4.8 MgdAlloc n 11.31 0.16 -15.4 9.2 TotStAdml n 98.05 1.48 -15.7 32.3 EuroInst 30.07 0.71 -15.4 9.1 CorePlusBdA 9.48 0.15 -18.4 -12.3
EqIndex n 106.10 1.62 -14.4 34.2 IntI Sel nr 20.33 NA NA NA IntmTerm n 12.29 0.04 -8.9 -2.2
HiYld IN 7.95 0.01 -10.3 1.9 SocChEq n 21.16 0.40 -14.4 34.2 TxMBal nr 37.22 0.35 -11.1 15.9 ExDurTrsInst 26.09 1.18 -36.8 -29.8 CorePlusBdI 9.49 0.15 -18.1 -11.4
Europe n 21.51 0.43 -20.5 6.6 IntlMstr nr 18.82 NA NA NA LgTerm n 11.73 0.02 -13.2 -5.0
InfPro IN 8.20 0.12 -11.6 3.2 TIAA/CREF Funds: TxMCapAdml n 208.19 3.19 -15.2 34.3 ExtndInst 107.06 1.48 -22.3 18.3 CorePlusBdIS 9.49 0.15 -18.1 -11.3
FinSvcs n 33.76 0.70 -6.1 39.3 MT AllEq n 20.23 NA NA NA Nasdaq100 n 31.21 0.21 -27.7 42.1
LgCpStA p 20.73 0.32 -14.6 33.2 BdIdxInst 9.51 0.09 -12.9 -8.2 TxMIn nr 13.85 0.31 -14.3 8.6 FTAlWldIst r 100.56 1.57 -15.2 5.7 IntermedBdIS 9.50 0.06 -11.4 -6.0
GlbStk n 47.19 0.62 -25.7 29.6 MT Bal n 18.16 NA NA NA ntTerBd n 9.03 0.09 -12.5 -3.1 TxMSC nr 82.34 0.97 -10.9 29.2
LgIndxI 20.76 0.32 -14.4 34.1 EqIdxInst 28.96 0.44 -15.3 32.6 FTScinst 26.43 0.39 -20.3 29.4 IntermTermMuniA 5.92 0.02 -8.0 -1.6
GlbTech n 10.94 0.09 -53.1 -6.3 MT Gro n 23.52 NA NA NA PrecMM n 15.90 0.64 -14.9 9.4 USGroAdml n 108.06 0.81 -35.9 18.2
LgIndxJ tn 20.46 0.31 -14.5 33.4 EqIdxRet 29.36 0.44 -15.5 31.6 GrwthInst 117.75 1.26 -28.4 32.5 IntermTermMuniI 5.91 0.01 -8.0 -1.3
GMS-fd n 9.60 0.06 -14.5 -6.1 S&P Sel n 62.53 NA NA NA S&PIdx n 52.07 0.75 -15.5 34.7 UtilIxAd nr 77.78 2.35 1.4 22.4
LT2020 In 12.54 0.16 -13.0 8.8 Gr&IncInst 14.08 0.26 -17.6 28.7 InPrSeIn 9.73 0.13 -11.4 4.2 ManagedMuniA 14.63 0.04 -10.4 -3.2
Growth n 68.07 0.65 -36.0 7.9 SmCp Sel nr 30.18 NA NA NA SciTech n 18.00 0.16 -39.6 -1.3 ValAdml n 56.60 1.07 0.5 33.5
LT2020J tn 12.43 0.15 -13.2 8.2 Gr&IncRet 14.45 0.26 -17.8 27.7 InstIdx 341.78 5.23 -14.3 34.8 ManagedMuniI 14.65 0.03 -10.2 -2.7
HelSci n 92.42 1.34 -11.2 35.1 SmCpEqSel nr 19.36 NA NA NA ShtT n 9.96 0.02 -4.8 -1.0 WdsrllAdml n 73.31 1.09 -9.7 36.7
LT2030In 13.73 0.19 -15.0 12.3 HgYldInst 8.29 0.07 -9.3 0.0 InstPlus 341.78 5.23 -14.3 34.9 MortgBackSecA 8.44 NA NA NA
HiYield n 5.63 0.05 -10.7 0.5 Trgt2030 nr 15.10 NA NA NA ShtTBdA n 8.70 0.02 -3.6 2.4 WellsIAdml n 63.25 1.05 -7.8 10.0
LT2030J tn 13.66 0.19 -15.2 11.8 InflLkdBdInst 10.65 0.09 -7.0 6.3 InstTStIdx 71.37 1.08 -15.6 32.4 SMAShCrPlCp n 6.31 0.15 -28.4 -24.7
InstEmMEq 32.35 -0.52 -25.2 -16.4 Trgt2040 nr 16.17 NA NA NA SmCpStk n 12.64 0.18 -15.7 25.6 WelltnAdml n 72.14 1.23 -12.6 17.6
LT2040I 15.01 0.23 -15.8 15.6 IntlEqIdxInst 19.79 0.45 -13.5 6.8 InstTStPlus 71.35 1.07 -15.6 32.4 SmashSerC n 8.95 0.16 -2.7 3.6
InstFLRfd r 9.20 -0.01 -1.2 7.2 TSM Sel nr 69.39 NA NA NA TarRet2030 n 11.94 0.17 -12.0 9.8 WndsrAdml n 80.38 1.18 -0.7 41.6 ITBdInst 10.16 0.09 -12.8 -6.7
LT2040J tn 14.82 0.23 -15.9 15.0 IntlEqIdxRet 20.24 0.46 -13.7 6.0 SmashSerM n 7.95 NA NA NA
InstFRF n 9.20 0.00 -1.3 7.0 TxFrBd n 10.79 NA NA NA TarRet2040 n 12.13 0.20 -13.2 12.3 VANGUARD FDS: ITBdInstPI 10.16 0.09 -12.8 -6.7
LT2050I 15.63 0.26 -16.1 17.5 IntlEqInst 11.79 0.26 -16.6 10.3 Westwood Income Oppo:
InstHiYld 7.47 0.06 -10.8 0.6 USSmCoIdx nr 15.71 NA NA NA TarRet2050 n 12.50 0.21 -13.9 14.6 CAIT n 11.06 0.04 -7.5 -2.1 LaCapInst 381.10 5.70 -15.9 33.5
MdGrIII Inst 10.95 0.17 -22.9 24.7 LC2020Ret 12.37 0.14 -12.6 7.9 WwIncOpFdInstl 11.08 0.15 -11.6 9.0
LgCapGow I 50.43 0.56 -31.4 20.9 Segall Bryant & Hami: TarRetIncm n 10.38 0.11 -9.9 5.5 CALT n 11.05 0.04 -10.8 -3.6 LTBdInst 11.27 0.32 -25.7 -16.7
MdValI In 17.09 0.38 -2.7 39.2 LC2025Ret 13.04 0.15 -13.2 9.9 Westwood Quality Sma:
InstLCCoreGr 45.93 0.46 -34.8 6.3 SmallCapVal Inst 13.28 0.18 -10.6 14.9 VA Bd n 10.19 0.04 -10.5 -4.4 CapOp nr 71.69 0.62 -14.5 30.6 MidCpInst 58.48 1.04 -15.2 28.0
MidCpBldA 32.65 0.65 -19.2 21.8 LC2030Ret 13.57 0.17 -13.8 11.8 WwQalSmallCapI 19.83 0.25 -8.1 21.1
LgCpVal 27.19 0.61 -2.1 30.2 SEI Portfolios: ValueFd n 18.03 0.35 -3.0 23.8 DivdGro n 36.76 0.74 -3.3 39.5 MidCpIstPl 288.40 5.12 -15.2 28.0
PreSecI 8.74 0.00 -11.3 -2.6 LC2035Ret 14.24 0.19 -14.3 13.8 Williamsburg Invst T:
InstSmCap 26.61 0.40 -19.0 20.9 WldGr n 22.79 0.31 -17.8 16.4 DivrEq n 42.66 0.56 -18.9 31.1 RealEstaInstl 19.10 0.34 -23.1 5.1
PtrLGI In 15.37 0.18 -30.8 18.1 CoreFxIn F 9.54 0.10 -14.7 -8.5 LC2040Inst 9.89 0.14 -14.5 17.1
IntDis n 59.22 0.99 -29.6 10.5 EmgMktSelStk n 19.33 -0.07 -20.8 -4.2 Rs1000GrwIdxInst451.68 5.37 -24.7 37.5 DavPrtSmCapFoFd n 16.01 0.23 -10.3 39.4
PtrLV In 19.23 0.36 -2.0 27.6 EMktDbt F 8.02 0.11 -17.4 -16.3 LC2040Ret 14.81 0.21 -14.6 16.2 V
IntEqIdx nr 14.09 0.32 -13.8 7.4 Energy nr 48.89 1.11 26.7 16.8 Rs1000Vl IdxInst270.00 5.04 -4.6 26.0 Wilmington Funds:
RealEstSecI 26.56 0.43 -22.5 4.9 HiYld F 5.87 0.04 -11.0 5.6 LC2045Ret 12.17 0.18 -15.2 18.4
IntlStk n 16.97 0.21 -14.6 4.0 EqInc n 44.38 0.91 2.9 37.3 Russ1000IdxInst354.63 5.44 -15.4 33.4 BroadMktBdInst 8.64 0.08 -12.0 -6.7
SAMBalA p 14.84 0.20 -14.5 9.7 IntlEmg F 10.01 0.03 -22.4 -5.4 LCIdx2010Inst 15.70 0.17 -12.1 6.7 VALIC:
IP Bond n 11.50 0.17 -12.3 2.8 Explr n 102.16 1.59 -20.2 24.8 Russ3000Idx 349.60 5.26 -15.4 32.4 Intl Inst 8.01 0.14 -20.4 0.2
SAMGrA p 17.55 0.28 -15.5 14.5 IntlEq F 10.22 0.21 -15.8 6.7 LCIdx2020Inst 17.79 0.22 -13.0 8.9 CoreVal 13.06 0.30 -2.8 22.0
MCapVal n 33.36 0.80 -0.8 41.1 EXPValFd n 41.95 0.80 -9.3 24.7 SmCapInst 93.09 1.58 -13.2 24.6 LgCpStrInst 27.11 0.42 -15.2 33.6
SmCpBldIN 25.57 0.18 -15.5 26.8 IntlFxIn F 9.35 0.06 -7.6 -7.1 LCIdx2025Inst 19.42 0.25 -13.5 10.7 FrgnVal 9.38 0.20 -12.0 1.6
MCEqGr 58.80 1.15 -20.5 16.6 FTAlWldInAdml n 31.72 0.49 -15.2 5.6 SmCapIstPl 268.68 4.53 -13.2 24.7 RealAsset Inst 14.58 NA NA NA
StrGrw A p 19.34 0.32 -16.2 18.9 IntMuni F 10.82 0.03 -9.0 -2.6 LCIdx2035Inst 22.59 0.31 -14.3 14.8 GlobEq 6.28 0.04 -25.1 -7.3
MD Bond n 9.83 0.03 -9.9 -3.1 GlbCapCyl Inv nr 11.57 0.27 4.8 54.5 SmGthInst 59.53 0.69 -24.7 10.0 RoxSCG Inst 49.40 0.64 -23.9 54.1
ProFunds Inv Class: LgCapGr F 38.08 0.58 -24.5 31.3 LCIdx2040Inst 23.88 0.35 -14.5 17.3 SysCore 25.15 0.41 -14.8 37.3
MidCap n 94.06 1.80 -19.8 17.2 GlbEq n 30.56 0.31 -20.6 14.0 SmValInst 40.47 0.83 -4.5 33.1 Wm Blair Funds Cl I:
UltNASDAQ-100 n 47.01 NA NA NA LgCVal F 27.01 0.52 -1.8 25.3 LCIdx2045Inst 24.66 0.36 -15.0 19.4 InflPro 10.53 0.15 -10.0 3.6
N Asia n 15.72 -0.30 -25.2 -2.8 GloMinVolFdAdm n 28.78 0.52 -2.6 6.5 STBdIdxInstPl 9.86 0.03 -5.8 -2.3
Putnam Funds: MgdVol F 17.26 0.34 1.0 20.9 IntlEq 7.07 0.18 -13.9 5.1 IntlGthI r 28.69 0.64 -25.8 11.2
N Inc n 8.12 0.09 -13.9 -9.3 LifeStkIdx 33.41 0.51 -15.3 32.5 GNMA n 9.26 0.08 -10.4 -8.1 STBDInst 9.86 0.03 -5.8 -2.3
S&P500 F 81.10 1.23 -14.5 33.9 LgCpGro 17.93 0.31 -16.6 34.4 SmCapValI 31.78 0.47 -5.4 28.4
NAmer n 55.96 0.99 -18.0 48.1 GrOpp R6 46.57 0.69 -25.9 31.1 LrgCpGrIdxInst 43.54 0.52 -24.7 37.5 GroInc n 55.23 0.87 -13.0 36.7 STCorpIxInst p 25.07 0.11 -6.0 -1.3
ShtGov F 9.80 0.01 -4.6 -2.2 MdCpStGr 17.69 0.31 -21.7 25.6 SmMidI r 27.72 0.50 -20.2 14.9
New Era n 44.59 0.82 11.3 43.1 Putnam Funds Class A: LrgCpGrIdxRet 43.81 0.52 -24.9 36.5 HlthCare nr 217.51 3.86 -0.8 31.5 STIGradeInst 9.93 0.03 -6.1 -1.2
TaxMgdLC F 33.04 0.62 -10.0 33.5 MidCpIdx 27.02 0.52 -8.9 31.9 Wm Blair Funds Inst:
NHoriz n 50.64 0.78 -34.1 15.1 CATx p 7.07 0.03 -11.2 -4.2 LrgCpGrInst 17.01 0.22 -29.2 23.9 HYCor nr 5.21 0.06 -8.5 1.4 STIPSIxins 23.93 0.10 -3.1 7.8
TaxMgdSmMdCp F 23.76 0.38 -12.2 22.1 LrgCpVl IdxInst 23.46 0.44 -4.5 26.2 SciTech 20.55 0.15 -35.3 17.1 IntlGth 14.11 0.31 -25.9 12.0
OverS SF nr 11.42 0.23 -13.9 8.9 DvrIn p 5.70 0.03 -3.5 -8.7 InflaPro n 12.17 0.16 -11.4 3.8 STTresIdx 24.21 0.03 -4.3 -1.7
Selected Funds: LrgCpVl IdxRet 23.88 0.45 -4.7 25.3 SmCpIdx 17.54 0.18 -16.0 18.3 Wm Blair Funds R6:
QMUSSmCpGrEq n 37.48 0.50 -19.1 14.0 DynAABalA 14.37 0.19 -13.8 11.7 IntlExplr n 15.53 0.36 -27.0 -4.5 TotBdInst 9.54 0.09 -12.8 -7.8
SpectConsAllo n 18.41 0.18 -12.7 6.2 DynAAGthA 16.34 0.23 -14.7 16.7 AmShD n 33.41 0.32 -18.1 11.8 LrgCpVl Inst 20.92 0.40 -3.7 30.6 StckIdx 46.62 0.71 -14.4 33.9 IntlGr n 30.91 0.01 -29.4 18.0 TotBdInst2 9.43 0.09 -12.8 -8.0 EmgMktGth 10.82 0.00 -32.5 3.5
SpectModerAllo n 22.36 0.27 -15.6 9.0 PutLargCap p 31.00 0.56 0.4 38.9 Sequoia: LrgCpVlRet 20.81 0.40 -3.9 29.7 ValUltra 13.43 0.17 -31.7 21.0 IntlVal n 36.50 0.44 -12.2 7.1 TotBdInstPl 9.54 0.09 -12.8 -7.7 361 Global Long/Shor:
SpectModerGwAllo n 34.99 0.48 -17.7 12.2 PutFocIntEq p 12.98 0.39 -16.6 3.7 SequoiaFd n 128.09 2.68 -28.6 12.2 MdCpGrInst 17.15 0.35 -30.4 5.6 VanEck Funds: ITIGrade n 8.39 0.10 -13.4 -5.5 TotIntBdIdxInst 29.37 0.17 -10.5 -8.8 Equity Fund 11.85 0.26 -6.5 10.3
D ATA MARKET LABORATORY B A R R ON S .C OM / D ATA
DJ Half-Hourly Averages Trading Diary

The Dow Jones Averages Dow Jones 30 Industrial (divisor: 0.15172752595384)
Daily
Open (t)
Open (a)
10:00
Nov 21
33776.27
33760.30
33769.74
22
33899.32
33810.05
33901.75
23
34082.54
34091.57
34212.02
24
…
…
…
25
34208.36
34213.04
34328.58
Market Advance/Decline Volumes
Daily
NY Up
NY Off
Nov 21 22
325,346 608,769 417,041
471,335 206,693 217,792
NY Up - Comp. 1,491,847 2,749,647 2,109,525
23 24
...
...
...
25
204,333
135,102
922,224
NY Off - Comp. 2,323,875 1,086,756 1,084,735 ... 676,817
10:30 33652.93 33976.83 34206.35 … 34326.71 NYSE Amer UP 2,866 5,965 3,464 ... 1,444
Industrials 11:00
11:30
33668.31
33635.96
33995.30
33974.08
34172.52
34196.96
…
…
34360.79
34365.71
NYSE Amer Off
NASD Up
5,980 1,876 4,606
1,116,988 2,778,987 2,937,262
...
...
2,206
1,011,263
34750 12:00 33593.98 33977.32 34073.50 … 34369.95 NASD Off 2,823,066 1,355,247 1,441,496 ... 1,170,551
12:30 33643.13 33959.53 34105.74 … 34368.46 NYSE Arca UP 66,200 182,111 182,371 ... 47,113
Week's NYSE Arca Off 151,542 50,359 55,804 ... 74,250
Components Change 1:00 33668.69 33965.03 34035.95 … 34346.83
1:30 33761.06 34032.12 34100.40 … 34347.03 % (QCHA) –.41 +1.28 +.69 +.28
3M 2.28 % (QACH) –1.66 +.98 +.20 +.46
2:00 33745.02 34020.77 34126.74 … 34347.03
33800 % (QCHAQ) –.78 +1.34 +1.35 +6.19
American Express 1.65 2:30 33743.57 34040.25 34224.27 … 34347.03
Amgen -3.55 3:00 33735.63 34048.57 34210.25 … 34347.03 Market Advance/Decline Totals
Apple -3.18 3:30 33693.85 34083.13 34214.78 … 34347.03 NYSE NYSE
Boeing 4.47 Weekly Comp. NYSE Amer Nasdaq Arca
Close 33700.28 34098.10 34194.06 … 34347.03
Caterpillar 4.27 Total Issues 3,442 315 5,426 1,958
32850 High (t) 34035.72 34212.61 34421.01 … 34504.19 Advances 2,426 157 3,107 1,639
Chevron 0.71 Low (t) 33434.64 33712.01 33907.20 … 34100.93 Declines 935 152 2,138 304
Cisco Systems 0.61 High (a) 33864.59 34115.70 34262.07 … 34386.51 Unchanged 81 6 181 15
Coca-Cola 1.55 Low (a) 33559.18 33810.05 34004.64 … 34199.57 New Highs 189 2 343 55
Disney 7.07 Change –45.41 +397.82 +95.96 … +152.97 New Lows 136 34 531 25
Dow 1.49 31900 Week ended last Friday compared to previous Friday
Goldman Sachs 9.66 Theoretical (t): High 34504.19 Low 33434.64
Home Depot 13.20 Actual (a): High 34386.51 Low 33559.18 NYSE Composite Daily Breadth
Honeywell Intl 5.52 Daily Nov 21 22 23 24 25
IBM 0.73 30950 Issues Traded 3,294 3,302 3,258 ... 3,177
Intel -0.53 Dow Jones 20 Transport (divisor: 0.16343894576034) Advances 1,471 2,368 1,927 ... 1,934
Johnson & Johnson 1.04 Declines 1,698 807 1,194 ... 1,079
Open (t) 14214.79 14370.99 14321.37 … 14364.69 Unchanged 125 127 137 ... 164
JPMorgan Chase 2.90 Open (a) 14232.26 14341.32 14321.16 … 14353.53 New Highs 53 76 78 ... 63
McDonald's 1.63 10:00 14198.53 14364.89 14330.58 … 14396.55
Merck 3.27 30000 New Lows 59 68 47 ... 30
10:30 14237.70 14462.49 14357.41 … 14438.08 Blocks - primary 4,469 4,476 4,099 ... 3,216
Microsoft 6.27 Total (000) - primary 802,777 823,459 648,265 ... 353,248
11:00 14222.99 14413.61 14373.84 … 14452.80
Nike Cl B 0.54 Total (000) 3,850,695 3,887,992 3,279,726 ... 1,681,324
11:30 14223.48 14350.52 14407.16 … 14450.72
Procter & Gamble 4.15
12:00 14236.94 14366.00 14380.50 … 14481.11 NYSE American Composite
Salesforce 5.31 29050 12:30 14255.90 14341.92 14366.39 … 14471.66 Daily Nov 21 22 23 24 25
Travelers Cos 4.35
1:00 14300.78 14313.78 14370.31 … 14450.14 Issues Traded 300 293 294 ... 286
UnitedHealth Group 7.62
1:30 14321.63 14299.25 14336.03 … 14442.58 Advances 95 178 158 ... 145
Verizon Communications 0.47
2:00 14320.46 14291.18 14373.01 … 14442.58 Declines 195 107 112 ... 125
Visa Cl A 2.99
Walgreens Boots Alliance 1.91 28100 2:30 14302.34 14302.88 14419.31 … 14442.58 Unchanged 10 8 24 ... 16
3:00 14273.98 14302.41 14393.71 … 14442.58 New Highs ... 1 ... ... ...
Walmart 2.84 June July August September October November New Lows 18 11 15 ... 10
3:30 14268.58 14309.50 14396.84 … 14442.58
Blocks - primary 85 86 108 ... 74
Close 14295.49 14334.28 14380.42 … 14442.58
Total (000) - primary 8,998 7,888 8,555 ... 3,978
High (t) 14394.15 14539.25 14481.68 … 14548.00 Total (000) 154,623 129,660 133,580 ... 62,040
Transportation Low (t)
High (a)
14104.72 14202.06 14236.29
14325.50 14475.07 14446.69
…
…
14306.84
14492.41 Nasdaq
15650 Low (a) 14179.35 14279.31 14280.47 … 14352.91 Daily Nov 21 22 23 24 25
Week's Change +40.69 +38.79 +46.14 … +62.16 Issues Traded 4,920 4,962 4,894 ... 4,579
Components Change Advances 1,794 2,855 2,841 ... 2,478
15225 Theoretical (t): High 14548.00 Low 14104.72 Declines 2,869 1,836 1,766 ... 1,834
Alaska Air Group 0.22 Actual (a): High 14492.41 Low 14179.35 Unchanged 257 271 287 ... 267
American Airlines Group 0.45 14800 New Highs 99 133 113 ... 92
Avis Budget Group -1.55 New Lows 278 262 170 ... 96
CH Robinson Worldwide 1.67 Blocks - primary 23,477 28,828 38,601 ... 20,248
14375 Dow Jones 15 Utilities (divisor: 1.27924906167720)
Total (000) 3,977,137 4,186,368 4,431,530 ... 2,212,267
CSX 1.14
Open (t) 938.71 950.39 950.99 … 969.33
Delta Air 0.63 NYSE Arca Composite
Expeditors Intl of Wash 0.00 13950 Open (a) 938.32 950.16 951.17 … 968.83
10:00 940.61 954.96 955.24 … 969.85 Daily Nov 21 22 23 24 25
FedEx 1.98 Issues Traded 1,737 1,734 1,735 ... 1,617

10:30 947.18 957.86 957.61 … 972.57
JB Hunt Transport 2.35 13525 Advances 526 1,522 1,397 ... 1,013
11:00 947.00 953.38 958.83 … 972.68
JetBlue Airways 0.12 Declines 1,183 199 320 ... 569
Kirby Corp 1.41 11:30 942.99 949.45 957.62 … 970.63
13100 Unchanged 28 13 18 ... 35
Landstar System 6.73 12:00 943.04 948.95 957.55 … 971.09 New Highs 2 22 26 ... 27
Matson 0.43 12:30 944.88 948.26 955.24 … 970.15 New Lows 16 7 6 ... 1
Norfolk Southern 5.56 12675 1:00 945.70 949.69 954.61 … 969.61 Blocks - primary 849 970 1,010 ... 709
Old Dominion Freight -4.35 1:30 946.82 948.78 953.46 … 972.06 Total (000) - primary 221,240 233,483 238,617 ... 123,051
Ryder System 5.89 12250 2:00 944.78 949.67 954.32 … 972.06 Total (000) 1,392,749 1,354,676 1,385,808 ... 638,822
Southwest Airlines 1.11 2:30 944.87 950.33 958.34 … 972.06
3:00 943.34 951.80 958.20 … 972.06
Union Pacific
United Airlines
2.75
0.60
11825
3:30
Close
944.01
945.37
953.10
953.00
960.29
965.64
…
…
972.06
972.06
Other Market Indexes
United Parcel Service B 3.55 Daily 11/21 11/22 11/23 11/24 11/25
11400 High (t) 950.99 960.53 966.51 … 975.69
June July August September October November Low (t) 937.18 945.99 949.66 … 966.67 NYSE Amer Comp 4519.08 4663.49 4660.57 ... 4670.11
High (a) 949.45 959.66 966.19 … 974.39 AmMajorMkt 2971.47 3001.98 3011.87 ... 3022.09
Utilities Low (a)

Change
938.32
+6.04
946.87
+7.63
951.10
+12.64
…
…
968.47
+6.42
BNY ADR Idx
Europe
136.62 138.36 139.42
132.60 134.81 135.62
...
...
139.63
136.19
1070 Latin Am 184.89 180.30 181.49 ... 181.63
Theoretical (t): High 975.69 Low 937.18 Asia 155.91 157.80 159.48 ... 159.03
Week's
Change Actual (a): High 974.39 Low 938.32 Emerg M 266.08 266.10 268.45 ... 265.95
Components
DJ US TSM Float39668.06 40204.8340442.40 ... 40449.27
AES 0.95 Nasdaq Cmp 11024.51 11174.41 11285.32 ... 11226.36
American Elec Power 4.19 1020 100 Index 11553.45 11724.84 11838.72 ... 11756.03
Dow Jones 65 Composite (divisor: 0.77130165331605)
American Water Works 6.19 Indus. 7902.91 7981.64 8093.03 ... 8073.98
Open (t) 11213.37 11290.04 11316.56 … 11380.90 Insur. 11729.72 11845.69 11942.87 ... 12022.87
Atmos Energy 4.11
Open (a) 11213.27 11265.81 11318.60 … 11378.63 Banks 4283.99 4328.71 4320.14 ... 4352.09
Consolidated Edison 3.97
10:00 11223.90 11312.01 11352.38 … 11425.79 Computer 8230.76 8376.97 8467.32 ... 8381.03
Dominion Energy 2.37
Duke Energy 2.83 970 10:30 11211.88 11332.21 11356.72 … 11433.47 Telecom 383.29 390.14 391.43 ... 392.52
11:00 11209.72 11319.02 11359.93 … 11435.28 NYSE Comp.-z 15278.26 15481.76 15545.52 ... 15605.67
Edison Intl 2.51
11:30 11198.62 11299.30 11362.68 … 11432.37 Financial-z 8819.22 8914.48 8950.25 ... 9005.90
Exelon 1.49 Health Care-z22788.39 23014.58 23139.65 ... 23308.23
FirstEnergy 1.38 12:00 11183.22 11300.53 11326.90 … 11439.03
Energy-z 13230.19 13638.47 13546.15 ... 13554.22
NextEra Energy 2.14 12:30 11204.96 11286.84 11340.52 … 11439.92
920 1:00 11219.85 11283.39 11314.71 … 11429.03
Russell 1000 2166.34 2195.82 2209.26 ... 2209.23
Public Svc Enterprise 1.53 2000 1839.14 1860.44 1863.52 ... 1869.19
Sempra 5.62 1:30 11240.94 11302.42 11333.50 … 11429.22 3000 2282.83 2313.62 2327.15 ... 2327.55
Southern 1.34 2:00 11232.28 11302.71 11342.51 … 11429.22 Value-v 1521.37 1541.07 1545.62 ... 1549.75
Xcel Energy 1.25 2:30 11230.44 11308.67 11381.24 … 11429.22 Growth-v 2249.05 2281.22 2302.71 ... 2296.27
870 3:00 11226.24 11310.14 11369.56 … 11429.22 MidCap 2770.08 2808.08 2821.93 ... 2830.10
3:30 11216.40 11320.15 11376.85 … 11429.22 S&P 100 Index 1766.62 1790.21 1802.87 ... 1800.18
Close 11226.55 11325.69 11375.30 … 11429.22 500 3949.94 4003.58 4027.26 ... 4026.12
High (t) 11322.77 11404.14 11442.85 … 11488.49 Ind. 5471.12 5551.49 5586.39 ... 5578.40
Low (t) 11120.29 11210.10 11261.84 … 11343.11 MidCap 2504.48 2545.92 2548.16 ... 2559.56
820 High (a) 11252.46 11341.12 11393.28 … 11444.01 SmallCap 1214.15 1228.46 1229.90 ... 1232.44
June July August September October November Low (a) 11174.72 11265.81 11306.10 … 11376.62 Value Line(A) 8738.08 8856.85 8902.77 ... 8923.66
Value Line(G) 552.30 559.66 562.47 ... 563.76
Note: Theoretical highs and lows are shown. A red chart indicates a lower price than the starting period. Green means it's higher than the starting period. Change +9.69 +99.14 +49.61 … +53.92
DJ US Small TSM12490.63 12656.89 12692.08 ... 12732.67
Theoretical (t): High 11488.49 Low 11120.29 (A)-Arithmetic Index. (G)-Geometric Index.
Actual (a): High 11444.01 Low 11174.72 (v)-Value 1000 and Growth 1000. (y)-Dec. 31,1965=50. (z)-Dec. 31,2002=5000.
Dow Jones U.S. Total Market Industry Groups CBOE Put / Call Ratio Foreign Exchange
Foreign
Currency
Foreign
Currency
U.S. $ in
Foreign
U.S. $ in
Foreign
Net Change % Change and Ranking 52 Week

vs. S&P 100 Country
in U.S.$
Fri.
in U.S.$
Last Fri.
Currency
Fri.
Currency
Last Fri.
Top 20 Weekly Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Readings in the CBOE equity put-call ratio of 60:100 and in the Argentina (Peso)-y .0060 .0061 165.6089 163.1474
S&P 100 of 125:100 are considered bullish, for instance. Bearish Australia (Dollar) .6750 .6671 1.4815 1.4990
Apparel Retailers DJUSRA 1202.27 + 67.36 –39.19 +5.94 [1] –1.86 [47] –3.16 [45] +7.13 1,244.86 814.48 signals flash when the equity put-call level reaches the vicinity of Bahrain (Dinar) 2.6518 2.6532 .3771 .3769
Steel DJUSST 509.34 + 24.82 106.36 +5.12 [2] +20.95 [8] +26.39 [6] +28.67 582.15 334.31 30:100 and the index ratio hits 75:100. Brazil (Real) .1848 .1858 5.4103 5.3834
Brdcst & Entertainment DJUSBC 1115.18 + 51.61 –635.73 +4.85 [3] –37.49 [132] –36.31 [132] –11.18 1,782.98 988.09 Bulgaria (Lev) .5319 .5278 1.8799 1.8946
Canada (Dollar) .7475 .7472 1.3378 1.3384
Industrial Metals & Mining DJUSIM 455.50 + 20.92 34.71 +4.81 [4] +10.52 [23] +8.25 [16] +35.72 567.58 323.28 S&P 100 CBOE Chile (Peso) .001084 .001062 922.23 941.80
Nonferrous Metals DJUSNF 508.86 + 22.74 –49.36 +4.68 [5] –1.65 [46] –8.84 [57] +49.65 694.66 335.63 China (Renminbi) .1396 .1405 7.1654 7.1198
Mortgage REITs DJUSMR 30.85 + 1.38 –10.37 +4.68 [6] –29.69 [116] –25.15 [107] –17.66 43.99 24.42 4.90 0.90 Colombia (Peso) .0002055 .0002004 4865.57 4988.83
Basic Resources DJUSBS 314.26 + 13.22 –1.23 +4.39 [7] +3.91 [34] –.39 [38] +24.60 424.80 234.11 Croatia (Kuna) .1378873 .1374514 7.25 7.28
Media DJUSME 767.67 + 32.10 –431.85 +4.36 [8] –36.97 [131] –36.00 [131] –10.14 1,219.25 679.79 Czech. Rep. (Koruna) …… .. …… .. …… .. …… ..
Distillers & Vintners DJUSVN 559.71 + 20.13 8.84 +3.73 [9] +5.66 [30] +1.61 [34] +9.83 570.79 467.83 Commercial rate .04269 .04240 23.422 23.584
Transportation Svcs DJUSTS 255.30 + 9.10 –161.54 +3.69 [10] –41.79 [134] –38.75 [134] +2.60 443.15 203.43 4.05 0.80 Denmark (Krone) .1398 .1388 7.1532 7.2044
Semiconductor DJUSSC 6402.37 + 195.05 –2,920.15 +3.14 [11] –30.98 [119] –31.32 [125] +16.98 9,604.72 4,942.75 EcuadorUS Dollar 1.0000 1.0000 1.0000 1.0000
Egypt (Pound)-y .0407 .0408 24.5742 24.5160
Clothing & Accessories DJUSCF 302.71 + 9.06 –105.98 +3.08 [12] –33.04 [128] –25.93 [108] –2.58 448.54 239.36 Hong Kong (Dollar) .1280 .1278 7.8128 7.8218
Commodity Chemicals DJUSCC 682.15 + 20.32 –26.65 +3.07 [13] –1.93 [48] –3.76 [46] +10.49 713.20 532.72
Commercial Vehicles DJUSHR 3684.20 + 109.39 526.96 +3.06 [14] +14.04 [12] +16.69 [10] +19.71 3,684.20 2,650.92
3.20 0.70 Hungary (Forint) .002546 .002540 392.79 393.74
Iceland (Krona) .007099 .006933 140.87 144.23
Mining DJUSMG 99.93 + 2.95 –28.03 +3.04 [15] –13.66 [77] –21.90 [96] +4.93 173.47 81.56 India (Rupee) .01224 .01227 81.670 81.520
Home Construction DJUSHB 1278.64 + 37.40 –448.26 +3.01 [16] –21.10 [101] –25.96 [109] +10.48 1,737.92 1,003.88 Indonesia (Rupiah) .0000638 .0000637 15673 15688
Gold Mining DJUSPM 106.91 + 3.07 –29.68 +2.96 [17] –13.38 [73] –21.73 [95] +5.11 187.88 86.97 2.35 0.60 Israel (Shekel) .2922 .2882 3.4222 3.4703
Drug Retailers DJUSRD 929.47 + 26.42 58.87 +2.93 [18] +15.55 [9] +6.76 [21] +1.65 929.61 743.96 Japan (Yen) .007184 .007123 139.19 140.39
Kazakhstan (Tenge) .002149 .002166 465.28 461.59
Water DJUSWU 3212.19 + 91.27 –670.66 +2.92 [19] –9.29 [64] –17.27 [80] +6.96 3,882.84 2,659.73
Kuwait (Dinar) 3.2519 3.2491 .3075 .3078
Gas Distribution DJUSGU 313.15 + 8.81 11.56 +2.89 [20] +10.64 [22] +3.83 [28] +1.22 341.25 266.81 Macau (Pataca) .1242 .1240 8.0515 8.0620
1.50 0.50 Malaysia (Ringgit)-b .2232 .2196 4.4800 4.5538
Net Change % Change and Ranking 52 Week Mexico (Peso) …… .. …… .. …… .. …… ..
Top 20 Yr Ago Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Floating rate .0517 .0514 19.3417 19.4520
New Zealand (Dollar) .6246 .6151 1.6010 1.6258
Integrated Oil & Gas DJUSOL 817.55 + 8.13 353.44 +1.00 [103] +73.18 [1] +76.15 [1] +17.20 828.50 448.21 0.65 0.40 Norway (Krone) .1012 .0981 9.8789 10.1930
Oil & Gas Producers DJUSOG 919.37 + 8.17 383.84 +.90 [108] +68.29 [2] +71.67 [2] +19.88 938.45 511.64 D J F M A M J J A S O N Oman (Rial) 2.5968 2.5970 .3851 .3851
Exploration & Production DJUSOS 1118.69 + 8.73 449.44 +.79 [113] +63.36 [3] +67.16 [3] +23.55 1,150.57 631.73 Pakistan (Rupee) .00445 .00450 224.625 222.450
Oil Equipment & Svcs DJUSOI 285.81 – 6.30 103.67 –2.16 [138] +54.32 [4] +56.92 [4] +8.74 304.75 171.81 Source: CBOE Philippines (Peso) .01764 .01748 56.700 57.207
Oil Equip, Svcs & Distri DJUSOQ 380.21 – 2.12 101.13 –.56 [135] +31.76 [5] +36.24 [5] +5.55 405.59 267.78 Poland (Zloty) .2216 .2197 4.5121 4.5517
Qatar (Rial) .2746 .2747 3.6413 3.6398
Defense DJUSDN 612.79 + 5.57 127.54 +.92 [107] +28.94 [6] +26.28 [7] +6.66 625.47 449.65 Russia (Ruble)-a .01653 .01643 60.500 60.850
Marine Transportation
Steel
DJUSMT
DJUSST
226.66
509.34
+ .49
+ 24.82
31.61
106.36
+.22
+5.12
[127]
[2]
+21.12
+20.95
[7]
[8]
+16.21
+26.39
[11]
[6]
–6.30
+28.67
245.86
582.15
166.82
334.31 Coming Earnings Saudi Arabia (Riyal)
Singapore (Dollar)
.2661
.7266
.2661
.7271
3.7578
1.3763
3.7585
1.3753
Drug Retailers DJUSRD 929.47 + 26.42 58.87 +2.93 [18] +15.55 [9] +6.76 [21] +1.65 929.61 743.96 South Africa (Rand) .0586 .0580 17.0563 17.2522
Day Consensus Year
Heavy Construction DJUSHV 965.15 + 3.85 141.93 +.40 [124] +15.07 [10] +17.24 [9] +27.97 970.61 701.03 Estimate Ago South Korea (Won) .0007487 .0007463 1335.56 1340.03
Property & Casualty DJUSIP 1265.26 + 21.25 150.66 +1.71 [65] +14.43 [11] +13.52 [12] +11.70 1,265.26 1,032.99 Sri Lanka (Rupee) .0027 .0027 367.5000 367.5000
Commercial Vehicles DJUSHR 3684.20 + 109.39 526.96 +3.06 [14] +14.04 [12] +16.69 [10] +19.71 3,684.20 2,650.92 Sweden (Krona) .0959 .0940 10.4317 10.6391
Continued from page 9 Switzerland (Franc) 1.0571 1.0472 .9460 .9549
Pipelines DJUSPL 706.52 + 9.74 109.11 +1.40 [82] +12.78 [13] +18.26 [8] +2.58 762.34 576.29
Taiwan (Dollar) .03232 .03213 30.945 31.126
Food Producers DJUSFO 493.71 + 10.99 34.55 +2.28 [40] +12.44 [14] +7.52 [19] +8.92 509.71 414.58 Thailand (Baht) .02799 .02788 35.730 35.870
T
Food Products DJUSFP 683.12 + 15.21 47.80 +2.28 [41] +12.44 [15] +7.52 [20] +8.92 705.26 573.63 Turkey (New Lira)-d .0538 .0537 18.5917 18.6214
Hibbett (Q3) 2.48 1.68
Aerospace & Defense DJUSAE 1668.52 + 19.78 184.05 +1.20 [91] +12.09 [16] +12.40 [13] +.02 1,692.86 1,369.42 Intuit (Q1) 1.18 1.53 Ukraine (Hryvnia) .0271 .0271 36.9500 36.9500
Soft Drinks DJUSSD 963.95 + 22.77 55.72 +2.42 [30] +11.98 [17] +6.14 [24] +9.19 964.99 817.20 NetApp (Q2) 1.33 1.28 U.K. (Pound) 1.2094 1.1888 .8269 .8412
Food & Beverage DJUSFB 823.07 + 19.47 49.83 +2.42 [29] +11.74 [18] +6.44 [22] +9.02 828.83 697.20 Workday (Q3) 0.84 1.10 Uruguay (Peso) …… .. …… .. …… .. …… ..
Beverages DJUSBV 1030.81 + 25.39 55.30 +2.53 [25] +11.23 [19] +5.67 [25] +9.06 1,032.11 878.71 Financial .02552 .02492 39.185 40.135
W Euro 1.0400 1.0325 .9616 .9685
Health Care Providers DJUSHP 3318.49 + 32.97 58.81 +1.00 [102] +11.03 [20] +1.80 [31] +15.68 3,455.10 2,836.11
Box (Q3) 0.30 0.22 Special Drawing Rights (SDR) are based on exchange rates for the U.S.,
British, and Japanese currencies. Source: International Monetary Fund.
Groups are weighted by capitalization. 52-week highs and lows are based on daily closes. Dec. 31, 1991=100. In the U.S. listings, % vol chg column shows the change from previous 65-day moving Five Below (Q3) 0.14 0.43 a-Russian Central Bank rate. b-government rate. d-rebased as of Jan. 1,
average. Volume figures do not reflect extended trading hours. Hormel Foods (Q4) 0.50 0.51 2005. y-floating rate.
La-Z-Boy (Q2) 0.85 0.85
Okta (Q3) -0.07 -0.24
Salesforce (Q3)
Splunk (Q3)
Victoria’s Secret (Q3)
1.22
0.25
0.23
1.27
-0.37
0.81
Money Rates
Delta Market Pulse of the Economy TH
Latest Week Prev. Week Yr Ago
Big Lots (Q3) -3.06 -0.14 Discount Rate (NY) 4.00 4.00 0.25
Sentiment
Only includes new reports. Latest Latest Preceding Year YroYr Latest Latest Preceding Year YroYr Dollar General (Q3) 2.54 2.08 Prime Rate (base) 7.00 7.00 3.25
Lands’ End (Q3) 0.06 0.22
Economic Growth and Investment Date Data Period Ago % Chg Date Data Period Ago % Chg
Indicator No Activity for this Week
Trade
Marvell Technology (Q3)
Smartsheet (Q3)
The Kroger Co. (Q3)
0.71
-0.08
0.81
....
-0.15
0.78
Fed Funds Rate
Avg effective offer 3.84 3.84 0.08

The Delta MSI measures the Ulta Beauty (Q3) 4.11 3.93 Avg weekly auction-c 3.83 3.83 0.08
Production No Activity for this Week Zscaler (Q1) 0.26 0.14
position of a representative set
of stocks relative to an Electric power, (mil. kw hrs) (EEI) Nov 19 76,644 70,667 71,643 6.98 T-Bills Rate
Inflation F
intermediate-term moving Petroleum, related capacity, % Nov 18 93.9 92.9 88.6 5.98
average crossover (MAC) point. ECRI Industrial Price Index f Nov 25 123.05 124.94 144.70 –14.96 CrackerBarrelOldCountry (Q1) 1.23 1.52 13 weeks, Coupon Yield 4.324 4.257 0.051
When greater than 50% of the Rotary rigs running, U.S. & Can., (Hughes) Nov 25 978 983 740 32.16 Kirkland’s (Q3) -0.25 0.51 13 weeks, Auction Rate 4.220 4.155 0.050
stocks followed are above this Steel, (thous. tons) Nov 19 1,628 1,645 1,861 –12.52 Employment (Earnings are diluted and report dates are tentative. All fore- 26 weeks, Coupon Yield 4.689 4.605 0.071
MAC point, the market is Steel, rated capacity, % (AISI)
casts and historical numbers exclude extraordinary items by 26 weeks, Auction Rate 4.520 4.440 0.070
Nov 19 73.0 73.7 84.3 –13.40 accounting definitions.)
bullish. When the indicator is Initial jobless claims (thous.) Nov 19 240 r223 244 –1.64 Avg weekly auction-c 4.14 4.11 0.05
below 50%, risk is elevated and Source: FactSet Broker Call Rate 5.75 5.75 2.00
stock exposures should be Consumption and Distribution Continuing claims (mil.) Nov 12 1.551 r1.503 2.100 –26.14
reduced. Manager uses Durable goods (bil. $)
discretion on asset allocation
when MSI is at 50% +/- 3%. Instinet Research Redbook Avg. (monthly %) Nov 19
Oct 275.4
–3.46
r274.3
–2.32
261.8
–2.96 ….
5.19
Construction
No Activity for this Week
Conference Call Calendar Bankers Acceptances
1 month 3.90 3.90 0.12

Baltic Dry Index Nov 25 1,324 1,189 2,767 –52.15 Earnings- 2 months 4.10 4.10 0.13
Bullish
New home sales, (thous. units) Oct 632 r588 671 –5.81 Other Indicators Related 3 months 4.63 4.63 0.15
Company Date Time Period 6 months 5.18 5.18 0.20
Inventories Citi Research Panic–Euphoria Reading Nov 25 –0.09 –0.07 1.00 ….
Domestic crude oil, (thous. bbls) Comm. (Excl. Lease Stck) Dollar General December 1 10:00AM Q3 Libor Interbank Rate
Nov 18 431,665 435,355 434,020 –0.54 a-1997 equals 100. b-1982-84 equals 100. c-1982 equals 100. f-1996 equals 100. h-
Current Sentiment Gasoline, (thous. bbls) Nov 18 210,998 207,940 211,393 –0.19 benchmark revision, 2016 equals 100. r-Revised. Hewlett Packard Enterprise November 29 5:00PM Q4 1 month 4.05 3.96 0.09
Orders Intuit November 29 4:30PM Q1 3 months 4.76 4.66 0.18
Salesforce November 30 5:00PM Q3
71.2%
6 months 5.22 5.14 0.25
Durable goods, (bil. $) Oct 277.4 r274.6 261.7 6.00 Source: CCBN, www.ccbn.com 12 months 5.64 5.51 0.45
Foreign Prime Rates
Last Week
Barron’s 50-Stock Average Canada 5.95 5.95 2.45
This index is a weighted average of 50 leading issues. Useful in secu- Germany 2.00 2.00 0.00
67.8%
rity valuation. Source: Barron's Stats Japan 1.475 1.475 1.475
Switzerland 1.00 1.00 0.00
Nov 23 Nov 17 Nov Yr-to-Yr
American Debt and Deficits Adjustable Mortgage Rates S&P 500 Index
2022
4027.26
2022 2021
3946.56 4683.83
% Chg
–14.02
Britain
Other Money Rates
3.00 3.00 0.10
2 Weeks ago Fannie Mae Home Loan:

Latest Preceding Year Ago Yr over Yr Nov 25 Nov 18 Yr. Ago YOY % Chg Barron’s 50 Index 11725.77 11163.43 11546 1.56
Report Report Report % Chg Projected quarterly earn 146.28 150.79 143.57 1.88 30-Year Fixed Conv 5.90 6.01 2.64
46.7%
Bank money market-z 0.25 0.19 0.07
1 Year Treas Bills 4.65 4.73 0.18 2483.33 Annualized projected earn 585.10 603.17 574.29 1.88 Interest Checking-z 0.05 0.04 0.03
Federal Budget Deficit (bil. $)-a 1,359FY'24 1,372FY'23 1,837FY'22 …. 2 Year Treas Notes 4.41 4.59 0.53 732.08 Annualized projected P/E 20.04 18.51 20.11 –0.35 6-Month Certif-z 0.78 0.75 0.10
Budget Surplus/Deficit (bil. $)-b, October –87.80 r-429.72 –165.06 -46.81 3 Year Treas Notes 4.21 4.46 0.86 389.53 Five-year average earn 461.60 462.50 405.7 13.79 12-Month Certif-z 1.18 1.15 0.14
3 Weeks ago Five-year average P/E 25.40 24.14 28.46 –10.75 30 Month Accounts-z 1.06 1.01 0.16
Trade Deficit (bil. $, sa)-c, September –73.28 r-65.68 –78.33 -6.45 5 Year Treas Notes 3.94 4.23 1.24 217.74 5-Year Certificates-z 1.06 1.04 0.26
Year-end earn 602.52 607.04 416.8 44.55
Current Market Exposure: Treasury Gross Public Debt. (bil. $)-d 31,348.5 31,271.7 28,908.7 8.44 10 Year Treas Notes 3.79 4.08 1.60 136.88
Year-end P/E 19.46 18.39 27.70 –29.74 U.S. Savings EE Bonds:
100% Equities, 0% Bonds, 0% Treasury Statutory Debt Limit (bil. $)-d 31,381.5 31,381.5 …. …. 20 Year Treas Bds 4.15 4.44 2.02 105.45 Year-end earns yield, % 5.14 5.44 3.6 42.33
Cash Consumer Installment Debt (bil. $)-e, September 4,700.8 r4,675.8 4,364.0 7.72 11th District % Oct Discontinued .... 0.225 .... Long-Term (5yrs+) 2.10 2.10 0.10
Best grade bond yields, % 4.64 3.99 1.7 170.55
Source: Delta Investment FHFA PMMS+ 5.88 5.21 2.87 104.88 Bond yields/stock ylds, % 0.90 0.73 0.48 90.09 c-Annualized yields, adjusted for constant maturity, reported by the Federal
Management Sources: a-Office of Management and Budget, b-Monthly Treasury Statement, c-Monthly Commerce Dept. Reserve on a weekly average basis. Sources: Tullett Prebon information, Ltd.
www.deltaim.com, (415) Report, d-Daily Treasury Statement, e-Monthly Federal Reserve Release. Actual year-end divs 235.95 235.86 220.17 7.17
Fed annualized yields adjusted for constant maturity. Factset. z-Bankrate.com.
249-6337 Actual yr-end divs yld, % 2.01 2.11 1.91 5.52
Barron’s Gold Mining Index

12-Month Year Week %
Weekly Bond Statistics Dividend Payment Boosts Adjusted % Record Ex-Div Payment
Eneti
IDACORP
Lindsay
Maximus
.01
.79
.34
.28
Week’s
High Low
1228.34 684.61 Gold mining
11/23
824.50
11/17
788.07
Ago
1017.28
Chg.
+4.62
New Offerings, (mil $) (v) Last Week Prev. Week Yr Ago
Company Name-Ticker Symbol (Exchange) Yield Period To From Increase Date Date Date MSCI
Ormat Technologies
1.25
.12 Dividend
Corporate (z) 6,070 r25,198 5,240 AECOM-ACM (NYSE) 0.8 Q .18 .15 20.0 % 1-04 1-03 1-20 RE/MAX Holdings Cl A .23
Municipal (z) 1,781 r8,549 1,616 American Equity-AEL (NYSE)
Bank7-BSVN (Nasdaq)
0.9
2.4
A
Q
.36
.16
.34
.12
5.9
33.3
11-28
12-23
11-25
12-22
12-13
1-05
Sitio Royalties
Sturm Ruger
.72
.41
Payment
Best Grade Bonds-y
Gold & Silver Prices (Barron's index of 10 high-grade corporate bonds.)
Brown-Forman Cl A-BF.A (NYSE)
Brown-Forman Cl B-BF.B (NYSE)
1.1
1.1
Q
Q
.2055
.2055
.1885
.1885
9.0
9.0
12-02
12-02
12-01
12-01
1-03
1-03
Thursday (December 1)
A10 Networks .06
This list includes payouts on
common stocks.
4.64 3.99 1.84 CH Robinson Worldwide-CHRW (Nasdaq) 2.5 Q .61 .55 10.9 12-02 12-01 1-03 Affiliated Managers .01 NASDAQ
Handy & Harman 11/25 11/18 Year Ago Commerce Bancshares-CBSH (Nasdaq) 1.4 Q .265 .252381 5.0 12-02 12-01 12-16 Aflac .40
Gold, troy ounce 1751.85 1751.60 1800.80 Cross Timbers Royalty Tr-CRT (NYSE) 8.7 M .161024 .149149 8.0 11-30 11-29 12-14 Allete .65 Monday (November 28)
Interm-Grade Bonds-y American States Water .398
Silver, troy ounce 21.30 21.42 23.52 Dolby Labs A-DLB (NYSE) 1.5 Q .27 .25 8.0 11-30 11-29 12-08 Amalgamated Financial .10
American Water Works .655
(Barron's index of 10 medium-grade corporate bonds.) Employers Holdings-EIG (NYSE) 2.3 O 1.25 1.04 20.2 12-06 12-05 12-20 Berkshire Hills Bancorp .18 Berry (bry) .41
Base for pricing gold and silver contents of shipments and for making 5.35 5.32 2.52 Farmers National Banc-FMNB (NCM ) 4.6 Q .17 .16 6.3 12-09 12-08 12-30 Black Hills .625 Berry (bry) .06
refining settlement.
First Tr Engy Infr Fd-FIF (NYSE) 5.0 M .064 .0635 0.8 12-02 12-01 12-15 Brinks .20 Bio-Techne .08
Confidence Index Golub Capital BDC-GBDC (Nasdaq) 9.3 Q .33 .30 10.0 12-09 12-08 12-29 Burford Capital .062 Cheesecake Factory .27
Coins Price Premium $ Premium % Hingham Institution Savs-HIFS (Nasdaq) 0.9 Q .63 .61 3.3 1-02 12-29 1-11 Carlisle Cos .75 eXp World Holdings .045
(High-grade index divided by intermediate-grade index; decline in Hormel Foods-HRL (NYSE) 2.2 Q .275 .26 5.8 1-17 1-13 2-15 Carpenter Technology .20
Krugerrand 1824.00 78.55 4.50 latter vs. former generally indicates rising confidence, pointing to Carriage Services .112 FTAI Infrastructure .03
Maple Leaf 1867.63 122.18 7.00 higher stocks.) HP-HPQ (NYSE) 3.5 Q .2625 .25 5.0 12-14 12-13 1-04 Church & Dwight .262 Innospec .65
Mexican Peso 2251.80 147.31 7.00 86.7 75.1 73.3 KeyCorp-KEY (NYSE) 4.3 Q .205 .195 5.1 11-29 11-28 12-15 CNA Financial .40 LPL Financial Holdings .25
Austria Crown 1713.89 51.33 3.00 LCNB-LCNB (NCM ) 4.7 Q .21 .20 5.0 12-01 11-30 12-15 Conagra Brands .33 Mid Penn Bancorp .20
Austria Phil 1832.72 87.27 5.00 Mesa Royalty Trust-MTR (NYSE) 10.5 M .185206 .181768 1.9 11-30 11-29 1-31 ConocoPhillips .51
U.S. Eagles 1867.63 122.18 7.00 Other Confidence Indicators: National Instruments .28
NetEase ADR-NTES (Nasdaq) 2.3 Q .435 .36 20.8 12-02 12-01 12-16 Cummins 1.57
Curtiss-Wright .19 Nexstar Media Cl A .90
Premium is the amount over the value of the gold content in the coin.
Bloomberg Barclays US Long Treasury* Neubrgr Brm MLP & Engy-NML (NYSE AMER ) 9.9 M .0584 .02266 157.7 12-15 12-14 12-30 Northeast Bank .01
Source Manfra, Tordella & Brookes, Inc. Bullion spot gold price 1745.45
Newtek Business Services-NEWT (Nasdaq) 15.5 Q .70 .65 7.7 12-20 12-19 12-30 Entergy 1.07
EQT Corp .15 Peapack Gladstone .05
(This index measures the performance of fixed-rate, nominal US Orange County Bancorp-OBT (NCM ) 1.9 Q .23 .20 15.0 12-02 12-01 12-15 Essential Utilities .287 Primis Financial .10
Treasuries with at least 10 years to maturity. Jan. 1, 1973=100.) Tsakos Energy Navigation-TNP (NYSE) 1.7 S .15 .10 50.0 12-14 12-13 12-20 FirstEnergy .39 Ranger Oil .075
Gold Performance Bloomberg Barclays US Credit
3213.47 3119.12 4533.77 Valley Natl Bncp Pfd B-VLYPO (Nasdaq)
York Water-YORW (Nasdaq)
7.3
1.7
Q
Q
.4583 .34375
.2027 .1949
33.3
4.0
12-15
12-30
12-14
12-29
12-30
1-17
Ford Motor
Helmerich & Payne
.15
.25
Woodward .19
Helmerich & Payne .235 Tuesday (November 29)
Shining: The most traded gold futures are up HNI Cp .32
6.7% in November, their best gain in 18 months. (This index includes all publicly issued, fixed-rate, non-convertible,
investment-grade, dollar-denominated, SEC-registered corporate
debt.)
Dividend Payment Reductions JM Smucker
Kemper Corp
Kroger Co
1.02
.31
.26
B. Riley Financial
Chord Energy
Chord Energy
1.00
1.25
2.42
30 2829.60 2793.18 3317.44 Adjusted % Record Ex-Div Payment Louisiana-Pacific .22 Cognizant Tech Solutions .27
Company Name-Ticker Symbol (Exchange) Yield Period To From Decrease Date Date Date Magnolia Oil & Gas .10 Heartland Financial USA .28
Ryan Labs Treasury Index Matador Resources .10
AllianceBrnstn NtlMun-AFB (NYSE) 3.6 M .03266 .04479 -27.1 % 12-02 12-01 12-16 Matson .31 Schnitzer Steel Inds .188
20 (Index of total return from active Treasury notes and bonds. Dec.
Diana Shipping-DSX (NYSE) 21.7 Q .175 .275 -36.4 % 11-28 11-25 12-15 Murphy Oil .25 Wednesday (November 30)
31, 1996=100.) Pembina Pipeline-PBA (NYSE) 5.4 M .162556 .167966 -3.2 % 11-25 11-23 12-15 Murphy USA .35
264.14 263.30 317.87 Permian Basin Royalty Tr-PBT (NYSE) 5.4 M .081 .208587 -61.2 % 11-30 11-29 12-14 ONE Gas .62 Alpine Summit Energy Ptrs .03
10 Permianville Royalty Tr-PVL (NYSE) 11.2 M .0475 .051 -6.9 % 11-30 11-29 12-13 Penske Automotive .57 Amerant Bancorp Cl A .09
PermRock Royalty Trust-PRT (NYSE) 12.9 M .090418 .093361 -3.2 % 11-30 11-29 12-14 Phillips 66 .97 Business First Bancshares .12
Bond Buyer 20 Bond Index Pinnacle West Capital .865
Handy & Harman Gold Price San Juan Basin Royalty-SJT (NYSE) 14.5 M .171971 .349121 -50.7 % 11-30 11-29 12-14 CB Financial Services .24
Sensient Technologies .41
(Index of yields of 20 general obligation municipal bonds.) United-Guardian-UG (Nasdaq) 5.3 S .31 .37 -16.2 % 11-28 11-25 12-07 Community West Bncshrs .075
0 NA 3.75 2.11
SJW Group .36
FirstCash Holdings .33
Southwest Gas Holdings .62
Bond Buyer Municipal Bond Index Stock Splits/Dividends Record Ex-Div Pay
Special Dividends Standard Motor Products .27
SunCoke Energy .08
Global Water Resources .025
Hennessy Advisors .138
-10 Company Name-Ticker Symbol (Exchange) Amount Date Date Date Record Ex-Div Pay Switch Cl A .052 Karat Packaging .35
(Index of 40 actively-traded tax-exempt bonds; component issues Company Name-Ticker Symbol (Exchange) Amount Date Date Date Tempur Sealy .10
are changed regularly to keep the index a current picture of the NONE TJX Cos .295 Landmark Bancorp .20
Dillard’s-DDS (NYSE) 15.00 12-15 12-14 1-09 Macatawa Bank .08
market. Source: The Bond Buyer Truist Financial .52
-20 Employers Holdings-EIG (NYSE) 1.25 12-06 12-05 12-20
NA 4.82 3.47 Nelnet A .26 United Parcel Service B 1.52 Newmark Group .03
Stock/Bond Yield Gap-s

NL Industries
Ryerson Holding
.07
.16
Week’s Ex- First Financial Indiana-THFF (Nasdaq)
Fulton Financial-FULT (Nasdaq)
0.20
0.06
1-06
12-01
1-05 1-13
11-30 12-15 Visa Cl A
Waste Connections
.45
.255
Origin Bancorp
P & F Industries Cl A
.15
.05
Hingham Institution Savs-HIFS (Nasdaq) 0.63 1-02 12-29 1-11
-30
(Difference between yield on highest-grade corporate bonds and
yield on stocks on the DJIA.)
Shutterstock
Silgan Holdings
.24
.16
Stanley Black & Decker .80
Dividend PC Connection-CNXN (Nasdaq) 0.34 12-05 12-02 12-23
WEC Energy Group
Wells Fargo
.728
.30
Wheaton Precious Metals .15
PacWest Bancorp
PetMed Express
.25
.30
Barron's Gold Mining Index (824.50)
-40
-2.66 -1.98 -0.06 Stifel Financial
Tyson Foods Cl A
.30
.48 Dates Cresud ADR
Eastern Bankshares
First Finl Northwest
.136
.10
.12 Week’s
WW Grainger
Zoetis
1.72
.325
Reynolds Cnsmr Products .23
Shore Bancshares .12
Yield on DJ Equal Weight US Corp Bond Idx: Universal Health Cl B .20 Friday (December 2) Sirius XM Holdings .024
D J F M A M J J A S O N This list includes payouts on First Merchants .32
Vontier .025 Interface .01 Southern Missouri Bncp .21
Corp Bonds, (y) 5.46 5.65 2.54 Watts Water Tech .30
common stocks.
NASDAQ
John B Sanfilippo & Son
Mercantile Bank
1.00
.32
Dividend Banco BBVA Argentina .018
Banco Macro ADR
Bath & Body Works
.079
.20
Thursday (December 1)
Thursday (December 1) Nasdaq .20
Payments
v-Week ended Thursday. y-Yield to maturity, week ended Thursday. z- Allied Motion Techs .025
Source: Refinitiv.*Barclays T-Bond Index discontinued by firm. Tuesday (November 29) Navient Corp. .16 Booz Allen Hamilton Hldg .43
Acushnet Holdings .18 NetEase ADR .435 Bunge Ltd .625 Chesapeake Energy .55
Bank of America .22 Algoma Steel Group .05 Open Text .243
ARK Restaurants .125 Cenovus Energy .084 Chesapeake Energy 2.61
Baxter International .29 Atlantica Sustain Infr .445 Peoples Bancorp of NC .18 This list includes payouts on Crawford & Co A .06 Columbia Sportswear .30
Bridge Investment .27 Bentley Systems .03 PepsiCo 1.15 common stocks. Crawford & Co B .06
RLI Corp .26 ConnectOne Bancorp .155
Federal Reserve Data Bank Week’s Ex- Stepan Co
Tennant Co
.365
.265
Brown-Forman Cl A
Brown-Forman Cl B
.206
.206
CSX
Electronic Arts
First Citizens Bcshs A
.10
.19
.75
SLM Corp
Trustco Bank
United Fire Group
.11
.36
.16
NYSE Dana
Delek US Hldgs
.10
.21 Enterprise Bancorp
First Mid Bancshares
.205
.23
Triple Flag Prec Metals .05 Dominion Energy .668 Mesa Laboratories .16 Monday (November 28) Evertec .05
One week ended Nov 23:
Prev.
Dividend Vertiv Holdings
Vishay Intertech
.01
.10
DR Horton
Flowers Foods
.25
.22
Newell Brands
Pactiv Evergreen
.23
.10
Friday (December 2)
Analog Devices
Capital City Bank Group
.76
.17
AmerisourceBergen .485
Ardagh Metal Packaging .10
Federal Signal
First Majestic Silver
.09
.006
Global Ship Lease Cl A .375
HomeTrust Bancshares
Intel
.10
.365
Member Bank Year Ago Gallagher .51 Peoples Fincl Svcs .40 Bank of Butterfield .44 KLA 1.30
Reserve Chgs. (Mil. $)
Week
Change Change Dates Wednesday (November 30)
Advanced Drainage Sys .12
General Motors
Genuine Parts
.09
.895
Phibro Animal Health
Power Integrations
Red Rock Resorts Cl A 1.00
.12
.18
Cass Info Systems
Escalade
Formula Systems ADR
.29
.15
.671
Comfort Systems USA
Core Laboratories
.15
.01
INVESCO
Jabil
.188
.08
LeMaitre Vascular
LKQ
.125
.275
Houlihan Lokey Cl A .53 Hancock Whitney .27 Genco Shipping & Trading.78 L3Harris Technologies 1.12
U.S. Gov't securities: This list includes payouts on Agnico-Eagle Mines .40 Star Bulk Carriers 1.20 Lamb Weston Holdings .245 Middlesex Water .312
common stocks. Ashland .335 LCI Industries 1.05 Haynes Intl .22 Gpo Aeroportuario ADR 3.312
Bought outright 8,212,378 -31,874 +14,807 Wednesday (November 30) Information Services .04 Magna International .45 Natl Western Life Cl A .36
Assd Capital Cl A .10 Linde 1.17 Masco Corp .28
NYSE Arrow Financial .27 Lancaster Colony .85 Oshkosh .37 Moelis .60 Phillips Edison .093
Associated Banc .21 Molson Coors A .38 PC Connection .34 Parker Hannifin 1.33
Federal agency secur: Molson Coors B .38 Atrion 2.15 Sculptor Capital Mgmt .01 Selective Insurance .30
Tuesday (November 29) Avangrid .44 Big 5 Sporting Goods .25 Red River Bancshares .07 Radian Group .20
Bought outright 2,347 .... .... Ball Corp .20 Movado Group .35 Universal Logistics .105 Unitil Corp .39 Shenandoah Telecom .08
Bruker Corp .05 Reliance Steel .875
Allstate .85 Berry Global Group .25 Mueller Industries .25 CNB Financial PA .175 Wabtec .15 Warner Music Group .16
Satu. (Dec. 3)-Sun. (Dec. 4) Sherwin-Williams .60
Reserve bank credit: Arch Resources 10.50 Boise Cascade 1.00 Perrigo .26 Cowen Cl A .12 Tuesday (November 29) TE Connectivity .56 Winmark .70
Arch Resources .25 Deswell Industries .10 NONE
Primary Credit 8,745 +4,419 +8,397 Boise Cascade .15 Sealed Air .20 Timken .31 Winmark 3.00
Bank of Hawaii .70 eBay .22 Monday (December 5) AdvanSix .145
BorgWarner .17 Suncor Energy .391 Expeditors Intl of Wash .67 Cohen & Steers .55 TransUnion .105
Secondary Credit .... .... .... Brookfield Asset Mgmt .14 California Resources .282 Textainer Group .25 First Finl Bancorp OH .23 Amkor Technology .075 Western Alliance Bancorp .36 Friday (December 2)
Monro .28 DHT Holdings .04
Seasonal Credit 20 .... +15 Brookfield Business .062 Cedar Fair Dep Rec .30 Trane Technologies .67 Fulton Financial .06 Equinor ADR .20 Advanced Energy Inds .10
GCM Grosvenor Cl A .11 Penns Woods Bancorp .32 Saturday (December 3)
Float -195 -15 -45 Brookfield Infrastructure.36 Clearway Energy Cl A .367 Valvoline .125 Greenbrier Cos .27 American Software Cl A .11
Interactive Brokers .10 Ross Stores .31 NONE
Brookfield Infrastructure.36 Clearway Energy Cl C .367 Waste Management .65 Investors Title 3.00 Jefferies Financial .30 Astec Industries .13
Other F.R. Assets 32,381 -10,221 +658
Brookfield Reinsurance .14 Coca-Cola .44 Westwood .15 Investors Title .46 KKR .155 Sunday (December 4)
Total Fed Credit # 8,587,811 -41,287 -63,562 Barrett Business Svcs .30
Gold stock 11,041 .... ....
Brookfield Renewable .32
Central Pacific Finl .26
Comstock Resources .125
Dun & Bradstreet
Element Solutions
.05
.08
Friday (December 2)
Banco Bradesco Ord .002
Jack Henry & Associates .49
MGE Energy .407
MidWestOne Fincl Group .237
Week’s Ex- MSC Industrial Direct
PBF Energy
.79
.20
NONE Capitol Federal Finl
Cogent Communications
.28
.915
SDR Certif. Accounts 5,200 .... .... Century Communities .20 Permian Resources .05
Treas. Curr. Outst.
Total
51,440
8,673,254
+14
-41,181
+720
-65,422
Crane Holdings
Cullen/Frost Bankers
.47
.87
Essent Group
Flex LNG
.23
.75
Donaldson Co
Elevance Health
.23
1.28
NBT Bancorp
NVIDIA
Old Natl Bancorp
.30
.04
.14
Dividend Reinsurance Grp America .80
Select Medical Holdings .125
Week’s
Cognex
DallasNews
.07
.16
FutureFuel .06 FNB Corp .12 Olympic Steel .09 Shaw Communications B .077 Eagle Bancorp Montana .138
Currency in circ
Treas. Cash Hldgs
2,293,614
97
+161
-3
+77,489
+35
Dolby Labs A
Dover Corp
Dow
.27
.505
.70
Goldman Sachs 2.50
Granite Ridge Resources .08
Knight-Swift Transport .12
Miller Industries .18
Patterson-UTI Energy
Premier Inc.
.08
.21
Dates Sprott .25
Dividend First Hawaiian
Hawkins
.26
.14
Principal Financial .64 Wednesday (November 30)
Treas. Fed Deposits 479,474 -23,508 +315,387 DuPont de Nemours .33 Group 1 Automotive .39 Myers Industries .135 Progress Software .175 This list includes payouts on Honeywell Intl 1.03
Foreign Fed Deposits 7,436 .... +1,030 Ellington Financial
EnPro
.15
.28
Hamilton Beach Brands .105
Hartford Financial .425
Nike Cl B
UnitedHealth Group
.34
1.65
Qualcomm
Ramaco Resources
Rocky Brands
.75
.113
.155
common stocks.
NYSE American
Allison Transmission
Alta Equipment Cl A
Angel Oak Mortgage
.21
.057
.32
Payment Landstar System
MGP Ingredients
.30
.12
Other Fed Deposits 197,714 +2,020 -66,180 Home Depot 1.90
Estee Lauder Cl A .66 Saturday (December 3) Safety Insurance Group .90 Apollo Global Mgmt A .40 This list includes payouts on Nathan's Famous .45
Other FR liab/cap 37,474 -4,057 -11,817 Hyster-Yale Materials .322 Tuesday (November 29)
FactSet Research Sys .89 Sinclair Broadcast Cl A .25 Applied Indl Techs .34 common stocks. Pan American Silver .10
Interpublic Grp .29 NONE SS & C Technologies .20 Chase Corp 1.00
Total factors 5,512,523 -73,635 +936,657 Fortive .07 ARC Document Solutions .05
ITT .264 Tradeweb Markets .08 Maverix Metals .013 NYSE American Park-Ohio Holdings .125
Reserves F.R. banks 3,160,730 +32,453 -1,002,080 GrafTech International .01 Sunday (December 4) Aris Water Solutions .09
Jackson Financial .55 Trustmark .23 Artisan Ptrs Asset Mgmt .56 Ruth's Hospitality Group .14
Fgn hold U.S. debt 3,310,348 +2,088 -164,722 Hubbell 1.12 Juniper Networks .21 NONE UFP Industries .25 Wednesday (November 30) Mon. (Nov. 28)-Tues. (Nov. 29)
ICL Group .243 Via Renewables .181 Assured Guaranty .25 Superior Group of Cos. .14
Kellogg Co .59 CompX IntlA .25 Banco Latinamer .25 NONE TPG .26
Kinsale Capital Group .13 Kinross Gold .03 Monday (December 5) Virtu Financial .24
NACCO Industries Cl A .207 Wendy's Co .125 Thursday (December 1) Banco Sant Brasil ADR .045 Wed. (Nov. 30)-Thurs. (Dec. 1) Washington Federal .24
Reserve Aggr (Mil. $) Latest Prev. Month % Year Kronos Worldwide .19 Alamos Gold .025 Banco Sant Brasil ADR .042
Month Ended October: Month Month Chg. Ago North Amer Const .059 Lockheed Martin 3.00 Cigna 1.12 Thursday (December 1) Adams Resources .24 Amcon Distributing .18 Wingstop .19
Imperial Oil .323 Blue Owl Capital .12
P10 .03 M & T Bank 1.20 Glacier Bancorp .33 American National Bkshrs .30 CF Industries Holdings .40 Friday (December 2) Saturday (December 3)
Total Reserves: 3,055,700 3,131,400 -2.42 4,128,100 PermRock Royalty Trust .09 ManpowerGroup 1.36 H & R Block .29 AMERISAFE .31 Friday (December 2) CMS Energy .46
Pioneer Natural Rscs 4.61 Martin Marietta .66 Insperity .52 AMERISAFE 4.00 Coterra Energy .15 Cohen & Co .25 NONE
Nonborrowed Res 3,035,900 3,111,100 -2.42 4,073,500 CH Robinson Worldwide .61 Chicago Rivet & Machine .22
Pioneer Natural Rscs 1.10 McDonald's 1.52 Liberty Energy .05 Churchill Downs .714 Coterra Energy .53 Sat. (Dec. 3)-Sun. (Dec. 4)
BorrowedReserves 19,828 20,293 -2.29 54,559 Sat. (Dec. 3)-Sun. (Dec. 4) Sunday (December 4)
PVH Corp. .038 McKesson .54 Nordic American Tankers.05 Covenant Logistics Cl A .08 Danaos .75
Monetary Base 5,339,700 5,410,900 -1.32 6,330,900 RLI Corp 7.00 Mosaic .15 Solaris Oilfield A .105 NONE Eaton Corp. PLC .81 NONE NONE
GileadSciences PineTechA AlphaTauMed ENDRA LifeSci MotorsportGames Sphere3D D&ZMediaA Switch
Week’s GlbPtrII A
GlenfarneMergerA
GlobalinkInvt
PioneerMergerA
Plexus
PonoCapitalA
AmericanRebel
Amesite
Ammo
EnthusiastGaming
EnvirotechVeh
EQONEX
MotusGI
MullenAuto
NanoVibronix
StokeTherap
SummitTherap
SuperCom
DHT
Deere
DelekUS
TCW Spac A
TJX
TailwindIntlA
New Highs and GoalAcqns

GoldenbridgeAcqn
GoldenstoneAcqn
PopulationHlthA
PreformedLine
PriveterraAcqnA
Amplitude
Anghami
Apexigen
EudaHealth
Ever-Glory
EverCommerce
NaturalAlt
NautilusBiotech
Nayax
Surrozen
Synchronoss
Synlogic
Donaldson
DorianLPG
EG Acqn A
Thermon
TootsieRoll
Travelers
Lows GrAeroportuario
GrandCanyonEduc
GreeneCnty
ProgressSoftware
PropSolnsII A
PropTechInvII A
ApolloMedical
AppHarvest
Applovin
EvokePharma
Expensify
Expion360
NeptuneWellness
Netcapital
NeuroBoPharm
Tantech
TattooedChef
TCBioPharm
elfBeauty
EMCOR
EQ Health A
TrineIIAcqnA
TristarAcqnI
TsakosEnergy
NYSE GreenVisorI A ProspectorCapA Aptorum Exscientia NeuroPace TCR2 Therap ESM Acqn A TurkcellIletism
GroupNineA ProventionBio ArbeRobotics EyePointPharm NewAmstPharma TempoAutomation ElliottOppIIA TwinRidgeCapA
189 136
GulfIslandFab PumaBiotech ArcadiaBiosci FaradayFuture NexGel TeraWulf EmployersHldgs twoA
HainanManaslu PWP Forward I A Arcimoto FaZe NexImmune Tesla Euronav ValmontInds
HalladorEnergy RelativityAcqnA ArcoPlatform FinchTherap NextPlayTech TH Intl EverestConsolA Vishay
New Highs New Lows HalozymeTherap FinTechAcqnVI Nikola
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OT H ER VOI C E S
We have just seven years to cut greenhouse-gas
emissions by half by 2030 to avoid more
irreversible effects of this growing crisis.
The U.N. Climate

responsible for climate change but are tal into climate solutions and clean-
experiencing the brunt of its devasta- energy deployment, to the tune of
tion. The proposed loss and damage $632 billion in 2021. But investments
fund, to be financed by the largest, must be spread around the globe if we
Summit Failed to
wealthiest, and highest-emitting na- are to achieve our collective goal.
tions, is an enormous achievement. A second success in the final agree-
It’s only right. Pakistan did little to ments of COP27 was the call to reform
cause the climate crisis, nor did Tonga multilateral banks—including the
Meet the Moment

or Guatemala. But climate-intensified World Bank and the International
flooding killed 1,700 people in Paki- Monetary Fund—to scale up financing
stan this summer and crippled the to meet global climate goals. The U.S.
country’s cotton production. Sea-level and others urged the multilateral
rise is drowning Tonga. And Guate- banks to improve financing processes
mala’s agrarian economy is collapsing to align with the net-zero emissions by
T
as its mainstay coffee crop succumbs 2050 goal and facilitate capital flows
he flooding of a By Mindy Lubber needed to meet that goal. to drought—a glaring example of the to developing nations’ climate mitiga-
third of Pakistan. The two weeks of tense negotia- way that the climate crisis can affect tion and adaptation projects.
Intensifying hurri- tions yielded breakthroughs in cre- supply chains and entire economies. Investors are eager for well-struc-
canes that de- ative financing approaches for scaling COP27 also produced new ad- tured investments in clean-energy
stroyed cities from up global investment so that all coun- vances on public-private partnerships deployment and climate solutions.
Florida to China. tries move together in slashing emis- aimed at accelerating energy transi- Opportunities in developing nations
Worsening heat sions and stabilizing the climate. tions in developing countries, and will be more attractive if multilateral
waves that killed thousands around These are solutions that financial in- calls for development-finance reform. banks de-risk those investments with
the world. Even as investors, compa- stitutions, investors, and companies Economists estimate that transi- bridge-finance mechanisms and help
nies, and countries are increasingly can help drive and build on to deliver tioning the economy to clean energy, seed financing for the infrastructure
prioritizing the climate crisis, its dev- on their own net-zero commitments zero-carbon transportation, sustain- needed to support clean energy and
astation over the past year—especially for their portfolios and businesses, able cement, and climate-smart agri- climate investments.
in developing nations—shows that it is manage their climate-driven risks, cultural systems will require about $4 The measures debated at COP27,
only accelerating. and unlock the value of the shift to trillion a year of investments. There then, should help to facilitate clean-
These severe impacts on communi- the clean economy. are lots of opportunities for capturing energy investment around the globe,
ties, nations, capital markets, infra- Most notably, negotiators finally investment growth in that needed and that is worth celebrating. But as
structure, and the global economy agreed to create a fund to help the transition, and investors have lately much as investors and companies can
are why, in the run-up to the recent developing nations that are the least been pouring record amounts of capi- build on these advances and play a
United Nations climate-change sum- crucial role in this transition in devel-
mit, known as COP27, more than 600 oping nations as they already are in
institutional investors issued the most the U.S., COP27 is a missed opportu-
ambitious call yet for government ac- nity. We have just seven years to cut
tion. They urged world leaders to take greenhouse-gas emissions by half by
five specific policy actions, including 2030 to avoid more irreversible effects
establishing plans to peak and then of this growing crisis.
phase out the use of oil and gas. Ceres and the investors and compa-
Nothing less will accomplish the nies we work with stand firm in our
world’s goal of eliminating green- commitment to 1.5 degrees Celsius.
house-gas emissions and limiting Hopefully, when COP28 convenes
global warming to 1.5 degrees Cel- next year, government leaders will
sius, a dangerous threshold we are follow this market signal and heed
at severe risk of crossing. private-sector calls to take aggressive
Unfortunately, some governments steps to protect the global economy
failed to meet the moment. The final from climate disaster, build a prosper-
commitment coming out of COP27 ous clean-energy economy in every
reaffirmed the need to keep global corner of the world, and deliver sus-
Illustration by Anuj Shrestha

warming to 1.5 degrees Celsius— tainable returns long into the future. B
heeding the call of 200 companies
and organizations that urged negotia- Mindy Lubber is CEO and president of the
tors to affirm 1.5 Celsius as a limit, not sustainability nonprofit Ceres, and a found-
a target. But negotiators failed to reach ing member of the global steering commit-
agreement on phasing down the burn- tee for Climate Action 100+ and The Investor
ing of oil and gas—the key action Agenda.
MAILBAG
Send letters to Mail@Barrons.com. To be considered for Numbers by Barron’s, which breaks
publication, correspondence must bear the writer’s name, down the markets, is available
address, and phone number. Letters are subject to editing. wherever you listen to podcasts.
thriving. Yes, I own the stock. recent uptick in November from 1025 No thanks.
David May to 1040. Combined with Megan Cas- Matt Polsky
On Barrons.com sella’s excellent portrayal of difficult-to- Avalon Net Worth Group
predict services inflation (“Inflation Is New York
To the Editor: Easing—or Is It? The Fed’s Next Head-
The article correctly points up that ache,” The Economy, Nov. 18), it should To the Editor:
inflation is 7.7%, so if consumers give the 60/40 portfolio-composition I have investments in Bharat Forge,
spend 7% more this year, they are crowd peopled by champing-at-the-bit Asian Paints, and Dharamsi Morarji
simply buying the same number of fixed-income managers pause to con- Chemicals. As the U.S. transitions from
items. Think “units sold” versus dol- sider that the time may not be quite China to India in the next few years,
lars spent. right to “go long” fixed income for their India will benefit from about $150 bil-
One confusing point that was men- clients’ portfolios. lion to $200 billion worth of annual
tioned here and elsewhere is just how Mike Meehan imports in the areas of metals and
“healthy” family balance sheets are. Yet Bradenton, Fla. chemicals, etc. Almost any India-based
credit-card debt has just exploded to exchange-traded fund will also see
all-time highs. If everyone has so much above-average returns in the next two
savings in the bank, why are they bor- Investing in India to five years compared with the larger
rowing at 19%? S&P 500 index.
Ray Noack To the Editor: Jim Kroner
On Barrons.com In “13 Ways to Invest in India, the On Barrons.com
World’s Fastest-Growing Major Econ-
omy, According to Our Roundtable
Popular Delusions Safety First, Lucid
Pros,” Nov. 18), what shines through in

the comments of the panelists is their
The Key to To the Editor:

Randall W. Forsyth’s Up & Down Wall
Street column (“Fed Tightening Is
belief that the India investment thesis
is 1) an environmental arbitrage play
against an increasingly stringent China
To the Editor:
With the electric-vehicle market
becoming populated with many car
U.S. GDP
Having More Impact Than You Might (whose clean-energy chops are them- manufacturers entering this promising
Think,” Nov. 18) perked my interest selves highly debatable), 2) an energy market, Lucid Group has to concen-
with its mention of Charles Mackay’s arbitrage play due to its morally com- trate on safety if it wants to succeed in
Extraordinary Popular Delusions and the promised alignment with Russia on the this competitive industry (“Lucid’s
Growth
Madness of Crowds. It’s the best book purchase of oil, and 3) a consumer play High-End EV Is Drawing Safety Com-
ever written on crowd psychology. It without addressing the need for a 350 plaints. Another Problem for the
requires patient reading, but its rele- million middle-class (or 1.4 billion to- Stock?” Nov. 18). The Lucid Air will
vancy is readily apparent because, tal) population to leapfrog the growth need more than power, range, and lux-
were we to fast-forward two centuries, stages of Western economies into a ury to get consumers to buy. What it
To the Editor: an updated version would certainly greener way of spreading and sharing needs is customer reassurance that
I understand that consumer spending is important in include new chapters, such as “Dot- a better way of life. safety complaints are corrected.
that one person’s spending is another person’s income. Com Crash” (2000), “Subprime Mort- Left unsaid is the authoritarian tilt Martin Blumberg
In other words, if we all cut back on spending it could gage Meltdown” (2008), and “Crypto of Prime Minister Narendra Modi’s Melville, N.Y.
lead to job cuts and a deflationary spiral (“Deals,” Collapse” (as we speak), along with government (which has repeatedly said
Cover Story, Nov. 18). However, in my view, I don’t see such original gems as “South Sea Bub- that India’s environmental responsibil- CORRECTIONS & AMPLIFICATIONS
endless mindless consumerism as a path toward ble,” “Tulipmania,” “Alchymists,” ities can rightly be deferred because Katie Thomas is lead of the Kearney
America remaining an economic and technological “Fortune Telling,” “Witch Mania,” and Western countries developed without Consumer Institute. Last week’s story
leader. Gross-domestic-product growth in the long run “Popular Admiration of Great that burden) and abuse of non-Hindu on holiday shopping misspelled the
is determined by productivity growth. Thus, in this Thieves.” populations. As an investment idea: name of the institute.
country, we need to focus on raising the educational Rob Suthe
achievement and skill set of our citizens for a bright Bethesda, Md.
and prosperous future.
Chris Bentsen
On Barrons.com The 60/40 Crowd “In this country, we need to focus
To the Editor:
At Walmart on Nov. 17, there were few customers and
only two cashiers. I went two days earlier to Costco
To the Editor:
July 16 was the date when goods infla-
tion, as measured by the Dow Jones
on raising the educational achieve-
Barron’s staff
Wholesale. The store was full, and customer service

was incredible, as usual. Costco wasn’t mentioned in
Commodity Price Index, fell decisively
below 1100. Since that time, it has me- ment and skill set of our citizens.”
the article, but from an anecdotal standpoint, Costco is andered from 1000 to 1100, with a Chris Bentsen, on Barrons.com
M W L C 10 11 12 H G R P 4 8 3 F 2 D 6 7 9 0 A I
FIXED INCOME
SURVIVE OR THRIVE?
Do more than survive. Our active fixed income approach strives
to help you make the most of changing bond markets.
Do more at mfs.com/active360
52051.2
S2 BARRON’S November 28, 2022
Your 10-Year Plan for

Maximizing Wealth
With markets expected to produce lower returns over the next decade, it’s crucial
that you optimize the tax efficiency of your portfolio and spend wisely
BY ELIZABETH O’BRIEN
ILLUSTRATION BY SON OF ALAN

November 28, 2022 BARRON’S S3
I
nvestors accustomed to block- generate income that you don’t need,” sion to forgive payments on the loan, tional consideration when it comes to
buster returns faced a reckon- says Tim Steffen, director of tax plan- says Matt Pullar, partner and senior charitable giving: The federal estate-
ing this year, as the great bull ning at Baird in Milwaukee. vice president of Sequoia Financial tax exemption, set at $12.92 million
market ended with high infla- Another way to keep more of what Group in Cleveland. per person for 2023, is set to drop to
tion, soaring interest rates, you make is to ensure that you’re When parents buy property for no less than $6.46 million in 2026.
and fears of a recession. not overpaying for your investments. children, emotional considerations Edward Renn, a partner at interna-
The uncertainty persists, but You can add an extra 0.30% to your are just as important as the financial tional law firm Withers in New York,
one thing is clear: The path to wealth returns a year by moving to low-cost ones, Guiliano says. Make sure your is telling wealthy clients to use up
over the next 10 years will look very funds from average-cost funds, expectations are aligned ahead of time their exemptions now, within the
different than it has over the past de- regardless of how the market performs, and discuss the what-ifs: If parents bounds of what they’re comfortable
cade. The bull market that powered according to Vanguard. The difference pay a portion of a child’s mortgage as a giving. While it’s always possible that
annual 19% gains for more than 10 is even greater if you compare high- gift, for example, what happens if the Congress will extend the higher ex-
years is gone, and in its place is an cost and low-cost funds. child loses his job? Would the expecta- emption, it’s more likely that lawmak-
environment where investors need to tion be that the parent takes over the ers will let it sunset as scheduled to
be much more strategic than prior How You Spend full payment? Or, in the opposite sce- generate revenue, he says. What’s
conditions required. Vanguard proj- Smart spending is important at any net nario, what if the child gets a big pro- more, advisors generally recommend
ects 4.7% to 6.7% nominal annualized worth. That means asking critical motion? Would she expect parental planning for what we know now,
returns for U.S. equities over the next questions ahead of large purchases, help to continue at the same level, instead of what might be.
10 years, and 4.1% to 5.1% returns for such as a home, car, or jewelry, says nonetheless? “You can save a lot of Gifts to family members can take
U.S. aggregate bonds. Alex Guiliano, founder and managing trouble by getting on the same page” many forms. For 2023, you can give up
These moderate expectations leave partner of Resonate Wealth Partners in beforehand, Guiliano says. to $17,000 per person, tax free. You
investors less room for careless deci- Ridgewood, N.J. The first question is, can stretch your exclusion and offer
sions. That’s why this Guide to what is the intended purpose? Is it for What You Leave Behind the gift of education by paying a loved
Wealth is all about smart financial- fun, to pass along to the next genera- Maybe you’ve given generously to one’s tuition directly to the school,
planning moves for the next decade. tion, or for exposure to a certain asset family members and any number of since that won’t count toward the life-
We provide you with tax- and estate- class? Will it appreciate or depreciate? charitable causes, but have you taken time exemption if done properly.
planning strategies that will help you Especially with sudden wealth, enthu- a step back to identify your philan- Gifts to a 529 college savings ac-
keep more of what you earn, a retire- siasm tends to overshadow this kind of thropic goals? Gifts are more effective count, by contrast, do count toward
ment guide (see page S6), and tips to measured assessment, he notes. when done in the context of a holistic the lifetime exemption if they exceed
help you make smart real estate and If you’re considering a purchase for plan. “The most important thing the annual exclusion.
other purchases. fun—a vacation home, for example— about the plan is actually having one,” One important but sometimes
“We know we can’t control the would it be more advantageous to rent says Don Heberle, head of PNC Pri- overlooked gift that you can give your
market, but what you can control is than buy? If a purchase makes sense, vate Bank in Pittsburgh. family is to have your affairs in order,
some of the planning strategies you is it better to finance it or buy outright PNC helps clients with their philan- says Valerie Newell, principal and
use in this type of market,” says Jill with cash (see page S10)? If the asset thropic giving, asking them what they senior wealth advisor at Mariner
Fopiano, CEO and president of requires maintenance, are you factoring want to accomplish and what their Wealth Advisors in Cincinnati. “It’s
O’Brien Wealth Partners in Boston. in those costs over its entire life? What passions are. Heberle recommends striking how laborious and difficult
happens if the primary user dies—is making the discussion a multigenera- the estate-settlement process is when
How You Invest there someone else who’s interested tional affair. One of the best ways to get someone dies,” she says. One way to
You know the saying: It isn’t how in enjoying and taking care of it? the next generation connected to their make it easier for your heirs is to
much you make that matters, it’s how Buying something for a legacy or for family wealth is to involve them in make sure all of your assets are prop-
much you keep. This holds especially capital appreciation requires different philanthropic giving. In addition to erly titled.
true when market returns are muted. considerations. Whether it’s wine or deepening family bonds, nurturing Newell has seen even wealthy cli-
If your portfolio isn’t returning as private equity, do you have previous relationships with charities can also ents balk at high attorney’s fees, but
much as it used to, you definitely don’t ownership experience or advisors who lead to a second act in retirement, in think of it this way: If you don’t get
want to lose money to poor planning. can help guide you? If you intend to the form of a seat on the board or other your affairs in order, that responsibil-
Tax-efficient investing is a key part pass the asset along to the next genera- types of volunteer work. ity—and expense—will become your
of this effort; it involves paying attention, are you titling it correctly? Think- Families of means have an addi- heirs’ burden. B
tion to where you hold your assets. ing through these questions can help
Taxable brokerage accounts are good you determine whether to buy an asset
vehicles for investments that stand to in the first place and, if so, the best way MAKE A “You should have a list of what you need to think about in
lose less of their worth to taxes, such to buy it, Guiliano says. LIST
as low-turnover funds, stocks you plan Similar considerations apply when
the next 10 years. Think about the entire landscape and
to hold for the long term, and munici- parents want to help their adult chil- ensure that you have your proper planning in place. Have you
pal bonds. Save the income-generating dren with a home purchase. Parental done financial modeling to ensure that you will never outlive
securities and higher-turnover funds assistance can give young buyers a leg your assets? What about cybersecurity and asset protection—
for tax-preferred accounts like 401(k)s up in today’s competitive real estate what are you doing to safeguard your financial identity? Have
and traditional individual retirement market, where interest rates have you reviewed your life insurance? Your disability insurance?
accounts, or IRAs. soared but home prices remain resil-
And when it comes to income, make ient. One option is for parents to grant
Your long-term care insurance?
sure you’re only taking what’s neces- their children a loan at the applicable
sary to cover your expenses or meet the federal rate—the rate the IRS sets as the Kathy Roeser I also think it’s important that people look after their family,
Internal Revenue Service’s required minimum for private loans, recently at
Wealth advisor, and that comes down to estate planning. What is in place to
Morgan
minimum on withdrawals from IRAs. 4.34% compounded annually. Some Stanley Wealth take care of your loved ones, your charities, and set them up
“The best way to save on taxes is to not parents then use their annual gift exclu- Management for success? People need to think about their wealth holistically.”
Kevin
Grimes
THE BIG QUESTION
President and chief investment
officer, Grimes & Co.
Best Dive Into Bonds
Financial
Moves to Help I
If you’re like us, and you
think it could be years
You Win
before the stock market
is putting in meaningful
new highs, then it probably makes

sense to get back to the traditional
bond ladder to make sure you’re
making yield—instead of growth—a
big piece of your portfolio. Everyone
The Coming
hates bonds right now because
they’ve just had the worst return
basically ever. At the beginning of the
year, fixed income was ludicrously

expensive. But at this point, bonds
are the bargain.
Decade
There are high-yield bonds
yielding over 10%. That’s stocklike
performance that can be collected
from a junk-bond coupon. And if the
coming recession is going to be mild,
and considering that leverage in
general is reasonable, then one can
We asked top advisors to share a smart financial action expect defaults to be pretty low
to make now to adjust for the new economic outlook. during this cycle. And that makes
high-yield credit look really attractive
Here’s what they said. in the long run. Retirement investors
can consider a healthy allocation to
high-yield bonds in pretax accounts
to enjoy stocklike returns, tax-
BY STEVE GARMHAUSEN deferred. That might be a great way
for investors to set themselves up for
the next 10 years from an investment
I
perspective.
t’s easy to get swept up in how stocks, bonds, or your portfolio performed today, this month,
or this year, and that’s especially true during market upheavals. But a longer-term view is
required to achieve the most important financial goals. So, as questions swirl about whether
stocks have bottomed, when the Federal Reserve might ease back on its interest-rate hikes,
and whether a recession is in the cards, Barron’s asked five financial advisors to think long
term. Our question to them: What is one smart financial move that readers should make today
to set them up for success 10 years from now?
Kimberlee Joseph Douglas Laila

Orth Montgomery Boneparth Pence
Private wealth advisor, Managing director, investments, President, Bone Fide Wealth President, Pence Wealth
Ameriprise Financial The Optimal Service Management
Group of Wells Fargo Advisors
Get Your Estate in Order Diversify Into Alts Create an Emergency Fund Convert to a Roth IRA
I’m telling clients, “Let’s Right now, we have an The income faucet turning One of my best pieces of
I review your beneficiary
designations. Let’s
R opportunity to rebalance
with much broader
T off because of a layoff is
the single greatest
O advice is to do a Roth
conversion right now.
review your estate diversification than was financial risk to most Convert your 401(k) into
documents. Let’s make sure you’ve available during similar times in the people. You end up eating cash if you a Roth IRA. You can convert now at
got all of that in order.” And then I’m past. In 1987, pretty much nobody have it, and assets if you’ve got them, such a huge discount because of the
taking it a step further and saying to knew what a hedge fund was. Thirty before you eventually take on debt just bear market. The S&P 500 index is
my 70- to 95-year-olds, “If you are years ago, no one was paying to survive financially. We want to down 16% [so far in 2022, as of Nov.
living in the place where you’re going attention to international mitigate all of those layers as much as 23], and most portfolios are down
to live for the rest of your life, investments. Today, we have an humanly possible. And that means that much, so you’re able to pay much
consider preplanning, and perhaps incredible array of investments to building a cash reserve. The rule of less in taxes on that converted money.
even prepaying, your funeral.” broaden your mix as we do the thumb is three to six months of living Just assuming the market returns
My father died seven years ago, rebalancing that we should all be expenses. I strive for something greater to where it was a couple of years ago,
and it turned out that not only had he doing periodically. Diversification than that—about six to nine months. you’d get that amount of return tax-
preplanned the funeral, but also that and rebalancing don’t sound very That can be a game changer for your free. Even if tax rates don’t go up in
he had paid for it. The only thing we sexy. But look at 2020; we saw a huge financial life. The best-case scenario is the future, which I think they will,
needed to do was figure out what day break in the market, with stocks that you don’t get laid off—you don’t having tax-free growth is an amazing
we would have the funeral, and it was down about 37%. If you had a more have to touch your long-term assets. opportunity. I think having tax-free
very easy for the kids. I’ve been on broadly based portfolio, including They should be compounding and money for you and your beneficiaries
the other side of this, too. When certain alternative exposure, and you growing; we don’t have to disrupt is a wonder of the world. Remember,
my father-in-law died, I basically didn’t do anything but rebalance them. If you do get laid off, you’ve got under the Secure Act, inherited
planned his funeral. My husband and quarterly, you were up about 14% for the cash to carry you through that individual retirement accounts must
his sister couldn’t even wrap their the year. period of loss of income. be completely distributed within 10
heads around having to live the rest The great thing for people today is So, we want to know what your years.
of their lives without him. I did what that there has been a democratization average monthly spend is. Don’t look My second piece of advice is that
I had to do, but I’d only known him of investing. You can invest across back just one or two months; you want you can now get a 20-year Treasury
for like five years. a spectrum, and the tool kit in the to capture a solid year’s worth of bond with a [yield of more than 4%].
It’s not easy to preplan your own alternative space is very broad if spending data. The data are readily We do expect that interest rates will
funeral. But if you get over the it’s used as part of an appropriate available in the form of your monthly come down in a few years, so locking
emotional part and do it, your kids allocation. Make sure you’re taking credit-card statements, which you can in a very good rate like that is a great
will thank you for it later. Getting advantage of it. You can also do very download into an Excel spreadsheet. opportunity, and there’s potential
your affairs in order is a way to take a tax-efficient investing for the long It’s also available through your bank capital appreciation, as well. Also, in
big chunk of work off your kids’ plate term, even using mutual funds and statements. You’re then able to say, terms of investing, there are so many
or your spouse’s plate. They can be exchange-traded funds. “I’m burning eight grand a month,” amazing companies now, especially
part of the planning process, but or whatever the number is, to pay the in the technology area, that have
without having to do all of it at the bills, eat, have fun. You now have a amazing balance sheets but whose
moment when a loved one has died. basis for protecting your financial stocks have been decimated. You
future, which is always important, can pick up some great companies
but more critical now because things and just hold them for the next 10
may be getting rough. years.
R
How to Keep Your
etirees and
investors on
the cusp of
retirement are
Retirement on Track
under stress
this year.
Inflation has
spiked to
multidecade
You don’t need a miracle to have a secure retirement. highs, stocks
You need a plan. have tumbled,
and bonds—a haven in normal times—
have slumped. The traditional port-
folio consisting of 60% stocks and
BY ANDREW WELSCH 40% bonds has had one of its worst
years in a century.
No wonder retirement investors are
so gloomy. Americans say they need
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documentation for any claims and statistical information will be provided upon request. 04-IB22-1535CH1534 RIA-FP
20% jump from 2021, according to a When Retirement Is 3 in the year she retires, she’s getting a higher tax bracket in retirement, since
recent Northwestern Mutual poll. A Here and Now Retirement bucket of cash that she’ll get taxed on. withdrawals will be income-tax free,
mid-November Fidelity report finds the Of course, many people on the cusp Well, put it in this fund. You’ll get says Zohlen.
average 401(k) balance has fallen 23% of retirement look at their year-end
Tips a big tax deduction in the year you A conversion may also be a smart
this year to $97,200. Not surprisingly, a account statements with trepidation really need it, and you can continue move for investors who intend to leave
majority of high-net-worth investors because they understand intuitively giving to charity for years [from the a Roth IRA as an inheritance for chil-
now expect to work longer than they something that academics have stud- donor-advised fund].” dren or grandchildren, especially if
1
had originally planned, a Natixis sur- ied extensively: Portfolio losses in the they are in a higher tax bracket, advi-
vey finds. early years of retirement, when the Investing While in sors say. Under current rules, heirs
“Retirees are feeling the pressure,” nest egg is largest and withdrawals Retirement have a decade to withdraw assets from
says Dave Goodsell, executive director begin, can shorten a portfolio’s life Rising interest rates are a potential an inherited Roth account. UBS’ Bern-
of the Natixis Center for Investor span significantly. Lock in safe, silver lining for investors who can stein says that he has done a bunch of
Insight. “Prices are going up, and That phenomenon is known as high bond now earn meaningful income from conversions this year for his clients.
the cost of living is a real factor.” sequence-of-returns risk, and a case yields. their cash savings, thanks to better “To leave your kids a Roth IRA that
Investors’ retirement concerns study from the Schwab Center for A 20-year rates on certificates of deposit and they can grow for a 10-year period—
aren’t unfounded, but it isn’t all doom Financial Research illustrates how big Treasury yields money-market accounts. that’s fabulous,” he says.
and gloom. Rather than focusing on that risk can be. The study finds that 4.0%, for Bernstein says he has been using
the losses of the past year, take a an investor who starts retirement with example. bonds to generate income for his re- Spending It Down
longer-term view and think about a $1 million portfolio and withdraws tiree clients, a task now made easier Lower stock return expectations for
opportunities to make and save more $50,000 each year, adjusted for infla- because of higher rates. “We’re gener- the next decade combined with lon-
2
in the next 10 years. Whether you’re tion, will have a very different out- ating cash flow from the fixed income, gevity risk is a reason that some advi-
on the cusp of retirement or already come if the portfolio suffers a 15% ideally, for the clients to live,” he says. sors are taking a more conservative
past your working days, exploring decline at different stages of retire- Captrust’s Rivotto says retirees approach to withdrawal rates in re-
new tactics and committing to sound ment. If the downturn occurs in the should consider pulling from the tirement. What’s known as the 4%
planning can help you take advantage first two years, an investor will run fixed-income part of their portfolio rule, which refers to the idea that you
Don’t avoid
of opportunities ahead and perhaps out of money around year 18. If it hap- stocks. in order to give stocks time to bounce can spend 4% in the first year of re-
turn some lemons into lemonade. pens in the 10th and 11th year, he or back. Even retirees need equities to tirement and then adjust that amount
“You don’t need a miracle,” says she will still have $400,000 in sav- They will bounce provide the long-term portfolio growth for inflation in subsequent years and
Goodsell. “You need a plan.” ings left by year 18. back, and you’ll necessary to sustain a retirement that not run out of money, had been the
need that
To avoid the risk that you’ll need to could last 30 years or longer. “I tend to gold standard that financial advisors
growth to fund
Advice for Pre-Retirees tap your retirement funds when the
decades in
be more 70/30 [stocks and bonds], used when planning for clients.
If you’re still gainfully employed, next market has turned south, advisor Eve- retirement. and that’s because of longevity,” says “In the past few years, we’ve kind
year will present solid opportunities to lyn Zohlen recommends setting aside Rivotto, who is based in Boston. of moved toward 3% to 3.5% as a safer
build your nest egg, thanks to the In- a year or more of income before retire- withdrawal strategy,” says Merrill
ternal Revenue Services’ updated con- ment so that you don’t have to draw Roth Conversions Lynch advisor Mark Brookfield. “We
tribution limits. In 2023, investors will
be able to contribute up to $22,500 to
on your accounts in a down market
early in retirement. “The best protec- 3 Are for Any Stage
Though markets have taken a beating
felt that stocks would have to perform
a lot better over time than expected for
their 401(k), 403(b), and other retire- tion against sequence of returns is not this year, there are some silver linings a 4% withdrawal rate to be effective.”
ment plans, an increase from $20,500, to be subject to them,” says Zohlen, for retirement investors. For starters, it Regardless of which withdrawal
courtesy of inflation adjustments. Em- who is president of Inspired Finan- Set up an may be an ideal time to convert a tradi- strategy you choose, establish and
ployees age 50 and older can save an cial, a wealth management firm in emergency tional IRA (which is funded pretax but stick to a budget, Zohlen says. That
additional $7,500 above that limit. Huntington Beach, Calif. fund. has withdrawals taxed as income dur- can have a big impact on a retirement
Americans can also contribute up to In addition to building a cash cush- Then, you won’t ing retirement) to a Roth IRA (which is strategy’s success or failure. “What
$6,500 to their individual retirement ion, investors can consider getting a need to draw funded with after-tax dollars but has makes the 4% rule work is leaving the
accounts, an increase from $6,000. The home-equity line of credit to deal with down retirement tax-free withdrawals). Roth conver- money in the account to work,” she
catch-up contribution for IRAs re- unexpected bills, says Matt Pullar, savings during sions are taxable the year you make says. “To me it isn’t, ‘Does the 4% rule
mains $1,000. “You’ve got to take ad- partner and senior vice president of a selloff. them, but the potential tax burden will work?’ It’s, ‘Does the client’s behavior
vantage of that,” says Brian Rivotto, a Sequoia Financial Group in Cleveland. be smaller for 2022, given that stocks allow us to rely on that?’ ”
Boston-based financial advisor at Cap- “Your house is probably never worth have dropped in price. There’s also an Finally, don’t get carried away with
trust, who is recommending that some more than it is now,” he says. “If you added bonus to doing so now, before the market’s ups and downs, says
clients max out their contributions. have a short-term expense, it may be Trump-era tax cuts expire in 2025 and Sequoia’s Pullar. Perspective, he says,
Stock market returns are expected better to take out that loan than sell individual income-tax rates revert to is an underrated part of retirement
to be in the single digits for the next equities that are down 20%.” their pre-Trump levels. planning.
decade (see page S2), but investors can There are also smart tax moves that Of course, an investor has to have “This is my third time going
also take advantage of the opportunity investors can take as they retire. Zoh- cash on hand to pay for the taxes through this kind of market volatility,”
to buy stocks at far lower prices than a len points to donor-advised funds as a associated with a Roth conversion. he says. He recalls that he proposed to
year ago. And bonds are yielding more handy vehicle for charitably minded Sequoia’s Pullar suggests that clients his wife just as the 2008-09 financial
than they have in decades, creating high-net-worth investors, particularly do a Roth conversion at the same crisis hit. “I was thinking, ‘Oh my
the opportunity for relatively safe re- those who may be getting a taxable time they create a donor-advised gosh, what will I do?’ What I didn’t
turns in the 5% to 6% range. “This has chunk of cash from deferred compen- fund, which “can relieve that pain realize was that the following couple
been the worst year for the 60%/40% sation, such as stock options, just as via the tax deduction.” of years created great opportunities.”
[stock/bonds] portfolio,” says UBS they retire. “The perfect example is Another option is to do a partial Today’s retirement investors are likely
advisor Brad Bernstein. “But the next someone who donates regularly to conversion. The immediate tax burden to look back in 10 years and come to
decade may be phenomenal because of their church and knows they’ll con- will be smaller, and the Roth account a similar conclusion. As Pullar notes,
where bond yields are now,” he says. tinue to do that,” Zohlen says. “So, may keep you from moving into a “In the moment, it’s hard to see.” B
November 28, 2022
BARRON’S
S9
lying around, however. Don’t worry. bids, Donham says he doesn’t recom-
You can still make an all-cash offer mend borrowing the full 50% of a
using the following strategies. portfolio’s value. If stocks drop in
price, investors may face a margin call
Harness Home Equity and have to add more cash. “You just
Current homeowners have a handful have to be careful not to overborrow,”
of options for using accrued equity in he says.
their existing home to raise cash for a Fidelity offers variable rates
new purchase. depending on the size of one’s loan,
One is to tap a home-equity line ranging from 7.75% for balances of
of credit on the existing home, a tactic over $1 million to about 12.1% for bal-
for when clients are looking to down- ances of less than $25,000 as of Nov.
size from a more valuable property to 22, while Schwab’s base rate is 10.25%,
a less costly one, says Jeff Donham, a with effective rates increasing as bal-
senior wealth advisor with the Colony ances decrease. These rates obviously
Group. are higher than mortgage rates now,
“If you already have a fairly sizable but remember: You’re borrowing for
mortgage on your existing home, just a short time.
you’re only going to get so much out
of that home-equity line of credit,” Borrow From a Family
Donham says. “But if you own it out- Member
right, you may be able to get enough If you’re lucky enough to have friends
money to put in a very competitive or family members willing to help,
bid.” taking a loan from a close personal
Another option is what’s known as contact could translate into savings.
a bridge loan, a short-term loan that “You can actually borrow money from
allows you to borrow against the eq- family at a very low interest rate,” says
uity in your existing home and can Colony’s Donham.
help you make a contingency-free of- The applicable federal rate, an
How to Put Together an
fer on a new one. They typically last interest rate set by the Internal Reve-
from six months to one year. nue Service for private lending,
Both financing options are offered changes monthly and will be 4.34%
by mortgage lenders. Though rates on for long-term loans in December—
All-Cash Home Purchase
these types of loans have risen over significantly lower than most tradi-
the past year, you’ll pay them off after tional mortgages.
selling your old house. If you’re interested in using a fam-
ily loan, you’ll need to involve some
With mortgage rates rising, buyers may want to Tap Your professionals. “Typically, it’s a private
consider these alternative funding strategies Portfolio’s Value agreement,” says Citi’s Shieh, who
For prospective buyers with money says borrowers and their families can
in investment portfolios, there are a craft loan terms with help from a cer-
few options for using those assets for tified public accountant and attorney.
a home purchase. If you choose to
BY SHAINA MISHKIN cash out your equities, tax consider- If a Cash Deal Isn’t
An Option
A
ations become paramount. Investors
who want to go that route might Yes, the average rate on a 30-year
choose to sell equities that have ap- fixed-rate mortgage is near a 20-year
s home- The average rate on a 30-year fixed- preciated as well as those with capital high, but there are many different
financing rate mortgage has more than doubled losses that can be harvested to offset types of mortgage loans, and some
costs have to about 7% this year. That has added the gains, says Jamie Hopkins, Car- are less expensive. As rates have
skyrocketed, at least $800 to monthly costs for a son Group’s managing partner of risen, buyers have increasingly turned
cash is king $500,000 home purchase. wealth solutions. toward adjustable-rate mortgages, or
once again. Avoiding those financing costs isn’t Margin loans are another popular ARMs, which have lower rates but
Nearly one the only benefit of paying cash for a option for investors. For example, come without the certainty of fixed
in 10 new home, say financial advisors. All-cash someone with $1 million in equities payments for decades. Also, jumbo
homes in the purchases typically don’t require ap- who is buying a $400,000 home “can loans (over $647,200) may be cheaper
third quarter praisals, which can derail mortgage- borrow up to 50% of their investment than so-called conforming loans.
were pur- based deals. That makes them more portfolio as a loan and then purchase Be creative. The ideal solution for
chased with cash, according to Census attractive to sellers. “Because [cash a home all-cash,” says Colony’s Don- reducing financing costs or making
Bureau data—the largest share since buyers] provide that certainty, they ham. The borrowers would then pay a competitive bid may actually be a
2014. can negotiate the price down,” says back the loan after selling their for- larger down payment, says Carson
A big reason: Home-financing costs Peter Shieh, senior wealth advisor for mer home, negating the need to sell Group’s Hopkins. He adds, “People
have risen at a speed unseen in de- U.S. consumer wealth management any stocks. think about this as a black-and-white
ILLUSTRATION cades as the Federal Reserve has hiked at Citi. While securities-based lending can decision where really it should be
BY SON OF ALAN interest rates in a bid to slow inflation. Not everyone has a big pile of cash help investors make competitive home viewed as a full spectrum.” B
SPECIAL ADVERTISING SECTION
About this section

This guide provides readers with expanded details on Barron’s-ranked advisors. Barron’s publishes four individual
advisor rankings each year along with three team- or firm-based rankings. All advisors appearing here are eligible
because they have appeared in a Barron’s wealth-management ranking in the past twelve months. Advisors pay a fee to
be listed in this special section, but their participation has no bearing on future rankings.
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Advisors who wish to be ranked fill out a comprehensive application about their practice. We verify that data with the
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GUIDE
The formula features three major categories of calculations: assets, revenue and quality of practice. In each of those
categories we do multiple subcalculations. We have spent more than 15 years perfecting the balance of these factors to
create a consistent and clear benchmark that accounts for the wide range of practice models in the wealth management
industry. This benchmark minimizes bias and human error in our process.
This section is a reprint of select advisors from our How do I find an advisor?
annual financial advisor rankings. For more Barron’s rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help
information, visit barrons.com/guide. investors narrow a search. Every advisor will have his or her own approach to investing, financial planning and other
services. Clients are encouraged to approach the search for an advisor the way they would a search for a doctor—
interviewing multiple professionals and getting opinions from multiple third parties.
ARIZONA
Eddie Dulin Trevor Wilde Steven Check Richard Jones Laila Pence
Mariner Wealth Advisors Wilde Wealth Management Check Capital Management Merrill Private Wealth Pence Wealth Management
Robert Bancroft Scottsdale Group Costa Mesa Management Newport Beach
Morgan Stanley Private Wealth Scottsdale Los Angeles
eddie.dulin@ scheck@checkcapital.com laila.pence@lpl.com
Management
marinerwealthadvisors.com trevor@wildewealth.com (714) 641-3579 richardb_jones@ml.com (949) 660-8777
Scottsdale
(480) 569-6620 (480) 361-6203 checkcapital.com (310) 407-4925 pencewealthmanagement.com
robert.bancroft@ marinerwealthadvisors.com wildewealth.com pwa.ml.com/joneszafarigroup
$1,341m Total Assets $3,575m Total Assets

morganstanleypwm.com
$833m Total Assets $2,210m Total Assets $1m Typical Account Size $24,808m Total Assets $3m Typical Account Size
(480) 624-5714
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advisor.morganstanley.com/
bbsg Lisa Detanna Spuds Powell
James Marten Raymond James Elaine Meyers Kayne Anderson Rudnick
$1,842m Total Assets CALIFORNIA
Merrill Lynch Wealth Beverly Hills J.P. Morgan Wealth Management Los Angeles
$28m Typical Account Size Management lisa.detanna@raymondjames.com San Francisco spowell@kayne.com
Phoenix Matthew Babrick
(310) 285-4506 elaine.meyers@jpmorgan.com (310) 282-7945
Michael Butt First Republic Investment
james_marten@ml.com raymondjames.com/ (415) 315-7801 kayne.com
Morgan Stanley Wealth Management

(602) 954-5016 globalwealthsolutionsgroup wealthpartners.jpmorgan.com/ $61,972m Total Assets
Management Los Angeles
fa.ml.com/martengroup $6,035m Total Assets san-francisco/the-meyers-group $10m Typical Account Size
Scottsdale mbabrick@firstrepublic.com
$2,834m Total Assets $17m Typical Account Size $5,500m Total Assets
michael.butt@ms.com (310) 788-3739
$4m Typical Account Size $45m Typical Account Size Carolyn Taylor
(480) 368-6565 firstrepublic.com/all-profiles/
morganstanleyfa.com/ matthew-babrick Tracey Gluck Weatherly Asset Management
michaelwbutt David Stahle J.P. Morgan Wealth Management Greg Onken Del Mar
Merrill Lynch Wealth $5,460m Total Assets Los Angeles J.P. Morgan Wealth Management
$2,431m Total Assets $50m Typical Account Size carolyn@weatherlyassetmgt.com
Management tracey.gluck@jpmorgan.com San Francisco (858) 259-4507
$3m Typical Account Size Gilbert (310) 201-2610 greg.onken@jpmorgan.com weatherlyassetmgt.com
Emily Bach
david_stahle@ml.com wealthpartners.jpmorgan.com/ (415) 772-3123 $1,150m Total Assets
Brian Crawford Morgan Stanley Wealth
(480) 752-6435 los-angeles/the-gluck-group wealthpartners.jpmorgan.com/ $3m Typical Account Size
Wells Fargo Advisors Management
fa.ml.com/sbgroupaz $2,000m Total Assets san-francisco/the-os-group
Tucson Orinda
$2,418m Total Assets $10m Typical Account Size $9,773m Total Assets Alan Whitman
brian.crawford@wfadvisors.com emily.bach@morganstanley.com
$5m Typical Account Size $20m Typical Account Size Morgan Stanley Wealth
(520) 615-8463 (925) 253-5322
home.wellsfargoadvisors.com/ fa.morganstanley.com/ Seth Haye Management
brian.crawford Ruth Transue thebachgroup Morgan Stanley Wealth George Papadoyannis Pasadena
Wells Fargo Advisors Management Ameriprise Financial alan.whitman@
$1,400m Total Assets Tucson $1,350m Total Assets Westlake Village San Mateo
$2m Typical Account Size $3m Typical Account Size morganstanley.com
transuer@wellsfargo.com seth.haye@morganstanley.com george.x.papadoyannis@ (626) 405-9313
(520) 529-5932 (805) 494-0215 ampf.com fa.morganstanley.com/wz
Joe Di Vito Jim Berliner
fa.wellsfargoadvisors.com/ advisor.morganstanley.com/ (650) 593-9170 $3,531m Total Assets
RBC Wealth Management Westmount Asset Management
ruth-transue the-oaks-group papadoyannisandassociates.com $5m Typical Account Size
Phoenix Los Angeles
$670m Total Assets $1,575m Total Assets $12,400m Total Assets
joe.divito@rbc.com jberliner@westmount.com
$2m Typical Account Size $3m Typical Account Size $3m Typical Account Size
(602) 381-5340 (310) 556-2502
thedivitoconsultinggroup.com westmount.com
$564m Total Assets $4,453m Total Assets
$3m Typical Account Size $5m Typical Account Size
CALIFORNIA (CONT.) CONNECTICUT DELAWARE

Ali Flynn Phillips Harold Trischman Jose Cabrera
Obermeyer Wood Investment Morgan Stanley Wealth Raymond James
Benjamin Wong Counsel Peter Chieco Management Kimberlee Orth Coral Gables
Viewpoint Financial Network Aspen Morgan Stanley Wealth Greenwich Ameriprise Financial
jose.cabrera@raymondjames.com
Pleasanton Management Wilmington
ali@obermeyerwood.com harold.j.trischman@ (305) 461-6670
ben.wong@ Greenwich kimberlee.m.orth@ampf.com
(970) 925-8747 morganstanley.com raymondjames.com/
marinerwealthadvisors.com obermeyerwood.com peter.chieco@morganstanley.com (203) 625-4824 (302) 475-5105 theamericasgroup
(925) 420-7623 (203) 625-4897 fa.morganstanley.com/ kimberleeorth.com
marinerwealthadvisors.com morganstanleyfa.com/ trischmangroup $2,265m Total Assets
$1,425m Total Assets thesoundshoregroup $7m Typical Account Size
$2,907m Total Assets
$710k Typical Account Size Shawn Fowler $2,578m Total Assets $5m Typical Account Size Adam Carlin
Morgan Stanley Private Wealth $7m Typical Account Size Peni Warren Morgan Stanley Private Wealth
Cheryl L. Young Management Merrill Lynch Wealth Management
Morgan Stanley Wealth Brian Hetherington WASHINGTON, DC Management
Denver Coral Gables
Management Merrill Private Wealth Dover
shawn.fowler@morganstanley. adam.e.carlin@
Los Gatos Management Michael Freiman peni_warren@ml.com
com morganstanleypwm.com
cheryl.young@morganstanley.com (303) 446-3306 New Canaan Morgan Stanley Wealth (302) 736-7710 (305) 476-3302
(408) 358-0976 brian_hetherington@ml.com Management fa.ml.com/townsendwarren
pwm.morganstanley.com/ fa.morganstanley.com/
fa.morganstanley.com/ (203) 972-2523 Washington
fowlerbull $822m Total Assets adam.e.carlin
youngandassociates pwa.ml.com/hetheringtongroup michael.j.freiman@ $2m Typical Account Size
$3,603m Total Assets $4,240m Total Assets morganstanley.com
$10m Typical Account Size $30m Typical Account Size (202) 778-1382
teamfreiman.com FLORIDA
Joseph Janiczek Louis Chiavacci
Reza Zafari Janiczek Wealth Management Vincent Mancuso $2,128m Total Assets Merrill Private Wealth
Merrill Private Wealth Morgan Stanley Wealth Roy Apple
$2m Typical Account Size
Denver Management
Management Management J.P. Morgan Wealth Management
cwegner@janiczek.com Coral Gables
Los Angeles Greenwich Marvin McIntyre Palm Beach Gardens
(303) 721-7000 louis_chiavacci@ml.com
reza_zafari@ml.com vincent.j.mancuso.jr@ Morgan Stanley Private Wealth roy.apple@jpmorgan.com
janiczek.com (305) 774-0501
(310) 407-4923 morganstanley.com Management (561) 694-5675
$935m Total Assets pwa.ml.com/chiavacciteam
Washington wealthpartners.jpmorgan.com/
pwa.ml.com/joneszafarigroup (203) 625-4889

$4m Typical Account Size palm-beach-gardens/the-rizzo- $3,670m Total Assets
$23,872m Total Assets advisor.morganstanley.com/ marvin.mcintyre@
apple-schneider-and-langbert- $35m Typical Account Size
$50m Typical Account Size the-sound-shore-wealth- morganstanleypwm.com
Wally Obermeyer management-group (202) 778-1381 group
Obermeyer Wood Investment advisor.morganstanley.com/cwmg $3,013m Total Assets Aimee Cogan
Counsel $2,556m Total Assets Morgan Stanley Wealth
COLORADO $9m Typical Account Size
Aspen $7m Typical Account Size $5,518m Total Assets Management
$8m Typical Account Size Sarasota
Mark Brown wally@obermeyerwood.com Louise Armour
Charles J. Noble III
Brown & Company (970) 925-8747 J.P. Morgan Wealth Management aimee.cogan@morganstanley.com
Janney Montgomery Scott John McKnight
Denver obermeyerwood.com Palm Beach Gardens (941) 363-8513

New Haven Merrill Lynch Wealth
$2,450m Total Assets advisor.morganstanley.com/
mbrown@brownandco.com noblegroup@janney.com Management louise.armour@jpmorgan.com
$7m Typical Account Size the-bellwether-group
(303) 863-7112 (203) 784-7401 Washington (212) 272-6604
brownandco.com advisor.janney.com/ john_mcknight@ml.com wealthpartners.jpmorgan.com/ $1,379m Total Assets
Scott Sparks palm-beach-gardens/the- $10m Typical Account Size
$695m Total Assets noblewealthadvisors (202) 429-4677
$7m Typical Account Size Sparks Financial fa.ml.com/district-of-columbia/ armour-group
Denver $1,441m Total Assets Don d’Adesky
$6m Typical Account Size washington/mkb $1,437m Total Assets
scott.sparks@nm.com $8m Typical Account Size Raymond James
Melissa Corrado-Harrison $2,909m Total Assets
(303) 512-2168 Boca Raton
UBS Private Wealth Matthew Somberg $5m Typical Account Size
Management sparks-financial.com Peter Bermont don.dadesky@raymondjames.com
Gottfried & Somberg Wealth
Denver $1,078m Total Assets Raymond James (561) 981-3690
Management Rick Schultz
raymondjames.com/
melissa.harrison@ubs.com $3m Typical Account Size Glastonbury J.P. Morgan Wealth Management Coral Gables
theamericasgroup
(303) 820-5770 somberg@gottfriedsomberg.com Washington peter.bermont@
financialservicesinc.ubs.com/ Scott Thisted raymondjames.com $6,394m Total Assets
(860) 430-9104 rick.schultz@jpmorgan.com
team/corrado-harrison Merrill Private Wealth (305) 446-6600 $5m Typical Account Size
gottfriedsomberg.com (202) 916-3143
$1,559m Total Assets Management wealthpartners.jpmorgan.com/ bermontgoldwealth.com
Denver $1,700m Total Assets
$35m Typical Account Size $3m Typical Account Size washington/the-washingtonian- $3,160m Total Assets
scott_thisted@ml.com group $12m Typical Account Size
(720) 941-2034 $2,400m Total Assets
pwa.ml.com/thehtteam $15m Typical Account Size
Participation in this section is only open to advisors who have been listed in our editorial rankings. Advisors pay a fee to be included in this reprint. Participation in this section has no bearing on the outcome of our rankings.
Assets are tied to the most recent ranking. For more information, visit barrons.com/guide.
GEORGIA IOWA
Janet Franco Gordon Matthew Lytell Daryn Pingleton Tom Kilborn
Morgan Stanley Wealth Riverwalk Wealth Advisors | Merrill Lynch Wealth Merrill Lynch Wealth
Management Northwestern Mutual Management Michael Hines Management Matt Fryar
Coral Gables Tampa West Palm Beach Consolidated Planning Northbrook Wells Fargo Advisors
Corporation | Raymond James Clive
janet.franco.gordon@ matthew.lytell@nm.com daryn_pingleton@ml.com tom_kilborn@ml.com
Atlanta matthew.r.fryar@wellsfargo.com
morganstanley.com (813) 426-1058 (561) 514-4817 (847) 564-7201
(305) 476-3304 riverwalkwealthadvisors.nm.com fa.ml.com/florida/west-palm- mhines@cpcadvisors.com fa.ml.com/kilborngroup (515) 245-3120
advisor.morganstanley.com/ beach/pingleton_group (404) 892-1995 fa.wellsfargoadvisors.com/
janet.franco.gordon cpcadvisors.com matthew-fryar
$3m Typical Account Size $1,321m Total Assets $1-50m Typical Account Size
$1,037m Total Assets $5m Typical Account Size $1,073m Total Assets $1,040m Total Assets
$9m Typical Account Size Michael McCain $3m Typical Account Size Benjamin Klein $5m Typical Account Size
Wells Fargo Advisors Andrew Schultz Merrill Lynch Wealth
Trevor Fried Naples Morgan Stanley Private Wealth IDAHO Management KANSAS
Morgan Stanley Wealth michael.mccain@ Management Northbrook
Management wfadvisors.com Miami Beach benjamin_klein@ml.com
Bruce A. Davidson Trey Barnes
Fort Lauderdale (239) 254-2206 andrew.schultz@ (847) 564-7139
Wells Fargo Advisors Mariner Wealth Advisors
trevor.fried@morganstanley.com jacobynealonmccainwmg.com morganstanley.com Boise fa.ml.com/illinois/northbrook/ Overland Park
(954) 713-8436 $2,854m Total Assets (305) 695-6116 klein.group
bruce.a.davidson@wellsfargo.com trey.barnes@
advisor.morganstanley.com/ $10m Typical Account Size fa.morganstanley.com/ $1,301m Total Assets
(208) 519-3363 marinerwealthadvisors.com
the-las-olas-group theschultzgroup $8m Typical Account Size
fa.wellsfargoadvisors.com/ (913) 387-2734
$1,175m Total Assets William Merriam $954m Total Assets bruce-a-davidson marinerwealthadvisors.com/
$2m Typical Account Size Merrill Lynch Wealth $13m Typical Account Size Kathleen Roeser why-us/people/trey-barnes
$943m Total Assets
Management $5m Typical Account Size Morgan Stanley Wealth $2,796m Total Assets
Eric Glasband Jacksonville Kurt Sylvia Management $2m Typical Account Size
RBC Wealth Management william_h_merriam@ml.com J.P. Morgan Wealth Management Chicago
Boca Raton (904) 218-5931 Palm Beach Gardens ILLINOIS kathy.roeser@morganstanley.com Tom Freeman
eric.glasband@rbc.com fa.ml.com/bill_merriam kurt.sylvia@jpmorgan.com (312) 443-6500 FCS Private Wealth
(561) 322-4678 (561) 694-5652 Raj Bhatia advisor.morganstanley.com/ Management & Family Office
us.rbcwealthmanagement.com/ wealthpartners.jpmorgan.com/ Merrill Private Wealth the-roeser-barbanente-group Leawood
glasbandstempelwmg palm-beach-gardens/the-sylvia- Management

$1,975m Total Assets tfreeman@fcsfamilyoffice.com
wealth-management-group Chicago
$1,240m Total Assets Deborah Montaperto $8m Typical Account Size (913) 578-9001
$5m Typical Account Size Morgan Stanley Private Wealth $1,346m Total Assets raj_bhatia@ml.com fcsfamilyoffice.com
Management $15m Typical Account Size (312) 325-2676 James Whitney
pwa.ml.com/bhatiagroup $1,851m Total Assets
Kevin Johnson Palm Beach Graystone Consulting | $20m Typical Account Size
Morgan Stanley Private Wealth mercy.sierra.short@ Michael Silver $2,718m Total Assets Morgan Stanley
Management morganstanleypwm.com Baron Silver Stevens Financial $15m Typical Account Size Chicago
Tim Werth
Naples (212) 761-0867 Advisors james.whitney@msgraystone.com Werth Wealth Management |
Boca Raton Brad DeHond
kevin.johnson@ advisor.morganstanley.com/the- (312) 453-9180 Raymond James

morganstanleypwm.com polk-wealth-management-group msilver@bssfa.com Morgan Stanley Private Wealth advisor.morganstanley.com/ Hays
(239) 449-7877 (561) 447-1997 Management graystone-consulting-chicago
$37,729m Total Assets tim@werthfinancial.com
advisor.morganstanley.com/ bssfa.com Chicago
$100m Typical Account Size $4,912m Total Assets (785) 628-1712
naples-pwm-group-family- $902m Total Assets brad.dehond@ $40m Typical Account Size werthfinancial.com
office-services Thomas Moran $1m Typical Account Size morganstanleypwm.com
(312) 453-9111 $1,242m Total Assets
$1,300m Total Assets Moran Wealth Management David Wright
advisor.morganstanley.com/ $2m Typical Account Size
$35m Typical Account Size Naples Mark Thorndyke Merrill Private Wealth
Merrill Lynch Wealth moriarity-dehond-mulka Management
thomas.moran@moranwm.com
Clarke Lemons (239) 920-4440 Management $3,190m Total Assets Chicago KENTUCKY
Eaton Vance WaterOak Advisors moranwm.com Naples $53m Typical Account Size dave_wright@ml.com
Winter Park mark_w_thorndyke@ml.com (312) 325-2620 Barry Barlow
barrons@wateroak.com (312) 696-7645 Daniel Fries pwa.ml.com/wrighthudakzabel Merrill Lynch Wealth
(407) 567-2956 fa.ml.com/ Merrill Lynch Wealth Management
evwateroak.com thorndykesheppardgroup Management Louisville
Adam Palmer $25m Typical Account Size
Chicago barry_barlow@ml.com
$2,930m Total Assets Graystone Consulting | $2,111m Total Assets
$4m Typical Account Size Morgan Stanley $8m Typical Account Size daniel.fries@ml.com (502) 329-5097
(312) 696-2121 INDIANA fa.ml.com/kentucky/louisville/
Tampa
Trent Leyda fa.ml.com/illinois/chicago/ b_barlow
adam.h.palmer@msgraystone.com
Morgan Stanley Wealth frieswealthmanagement Martin Gregor $1,290m Total Assets
(813) 227-2033
Management $1,615m Total Assets Merrill Private Wealth $6m Typical Account Size
graystone.morganstanley.com/
Vero Beach $3m Typical Account Size Management
adam.h.palmer
Indianapolis
trent.leyda@morganstanley.com $5,609m Total Assets
(772) 234-1805 m_gregor@ml.com
advisor.morganstanley.com/ (317) 706-2051
the-leyda-group pwa.ml.com/gregorgroup

KENTUCKY (CONT.)
Kent Pearce Susan Kaplan Jason Traino Charles C. Zhang Michael Moeller
Merrill Lynch Wealth Kaplan Financial Services Morgan Stanley Wealth Zhang Financial Moeller Investment Group
Travis Musgrave Management Newton Management Portage Chesterfield
Merrill Lynch Wealth Towson Middleton
susan.kaplan@lpl.com charles.zhang@ mike.moeller@
Management
kent_pearce@ml.com (617) 527-1557 jason.traino@ms.com zhangfinancial.com moellerinvestmentgroup.com
Lexington
(410) 321-4340 kaplan-financial.com (978) 739-3918 (269) 385-5888 (636) 735-3025
travis_musgrave@ml.com fa.ml.com/pearce_group advisor.morganstanley.com/ zhangfinancial.com moellerinvestmentgroup.com
(859) 231-5258 the-bonheur-scott-traino-group
$2,580m Total Assets $4m Typical Account Size $4,778m Total Assets $2,180m Total Assets
fa.ml.com/musgrave
$10m Typical Account Size $2,412m Total Assets $5m Typical Account Size $3m Typical Account Size
$1,116m Total Assets Peter Noonan $3m Typical Account Size
$6m Typical Account Size Robert Scherer J.P. Morgan Wealth Management Kathleen Youngerman
MINNESOTA
Graystone Consulting | Boston Mark Winthrop Morgan Stanley Private Wealth
MAINE Morgan Stanley peter.noonan@jpmorgan.com Winthrop Wealth Management
Potomac Westborough Ben Marks Chesterfield
(617) 654-2318
Marks Group Wealth
Jeremiah Burns robert.s.scherer@ wealthpartners.jpmorgan.com/ mark.winthrop@ kathleen.l.youngerman@
Management
Morgan Stanley Wealth msgraystone.com boston/peter-c-noonan-group winthropwealth.com morganstanleypwm.com
Minnetonka
Management (301) 279-6403 $2,641m Total Assets (508) 836-5500 (314) 889-4862
graystone.morganstanley.com/ winthropwealth.com ben.marks@marksgroup.com advisor.morganstanley.com/
Portland $15m Typical Account Size
graystone-consulting- (952) 582-6100 the-harmony-family-office
jeremiah.burns@ $1,621m Total Assets
metropolitan-washington-d-c marksgroup.com
morganstanley.com Raju Pathak $3m Typical Account Size $570m Total Assets
$15,233m Total Assets Morgan Stanley Wealth $1,781m Total Assets $35m Typical Account Size
(207) 871-7373
$25m Typical Account Size Management $2m Typical Account Size
MICHIGAN
jeremiah.burns Boston
David A. Olson NEBRASKA
$609m Total Assets E. Geoffrey Sella raju.pathak@ms.com
SPC Financial | Raymond James Jeffrey Fratarcangeli Morgan Stanley Wealth
$5m Typical Account Size (617) 589-3373
Rockville Fratarcangeli Wealth Management Jason Dworak
fa.morganstanley.com/
Management Rochester UBS Private Wealth
Todd Doolan jsella@spcfinancial.com pathakgroup
Bloomfield Hills david.a.olson@ Management
Morgan Stanley Wealth (301) 770-6800 $2,290m Total Assets
jeffrey.fratarcangeli@ morganstanley.com Lincoln
Management spcfinancial.com $8m Typical Account Size
wfafinet.com (507) 269-7542 jason.dworak@ubs.com
Portland

(248) 385-5050 fa.morganstanley.com/ (402) 328-2077
todd.h.doolan@ $1m Typical Account Size Peter Princi fratarcangeliwealth.com blackridgegroup financialservicesinc.ubs.com/
morganstanley.com Graystone Consulting | team/dworakgroup
Morgan Stanley $3,400m Total Assets $867m Total Assets
(207) 771-0812
MASSACHUSETTS $8m Typical Account Size $4m Typical Account Size $1,486m Total Assets
advisor.morganstanley.com/ Boston
the-doolan-eldredge-group peter.b.princi@msgraystone.com
Charles S. Bean III James Kruzan Michelle Young
$503m Total Assets (617) 589-3229
Heritage Financial Services Kaydan Wealth Management Ameriprise Financial Jim Siemonsma
$2m Typical Account Size fa.morganstanley.com/
Westwood Fenton Edina Mariner Wealth Advisors
theprincigroup
cbean@heritagefinancial.net jim.kruzan@kaydanwealth.com confettiwealth@ampf.com Omaha

MARYLAND $7,735m Total Assets
(781) 619-1302 (810) 593-1624 (952) 857-1487 jim.siemonsma@
heritagefinancial.net kaydanwealthmanagement.com ameripriseadvisors.com/team/ marinerwealthadvisors.com
Barry Garber $2,100m Total Assets $662m Total Assets confetti-wealth (402) 829-3650
Ira Rapaport marinerwealthadvisors.com
Alex. Brown | Raymond James $3m Typical Account Size $2m Typical Account Size $1,148m Total Assets
New England Private Wealth
Baltimore $1m Typical Account Size $2,092m Total Assets
Advisors
barry.garber@alexbrown.com Debra Brede Wellesley David Kudla $1m Typical Account Size
(410) 525-6210 D.K. Brede Investment Mainstay Capital Management
ira.rapaport@nepwealth.com MISSOURI
alexbrown.com/ Management Company, Grand Blanc
(781) 416-1700 NEVADA
garberwealthmanagementteam a GW & Wade Company mainstay@mainstaycapital.com
nepwealth.com Diane Compardo
$4,356m Total Assets Needham (866) 444-6246
$2,435m Total Assets Moneta Group Deborah Danielson
$15m Typical Account Size brede@bredeinvestment.com mainstaycapital.com
$8m Typical Account Size Clayton Danielson Financial Group |
(781) 444-9367 $3,770m Total Assets
dcompardo@monetagroup.com LPL Financial
Bradley Hill bredeinvestment.com $2m Typical Account Size
Raj Sharma (314) 244-3222 Las Vegas
Morgan Stanley Wealth $1,494m Total Assets Merrill Private Wealth monetagroup.com/compardo- deborah@
Management $3m Typical Account Size Leo Stevenson
Management wienstroer-conrad-janes danielsonfinancialgroup.com
Easton Merrill Lynch Wealth
Boston $2,240m Total Assets (702) 734-7000
bradley.v.hill@morganstanley.com Carl Cafaro Management danielsonfinancialgroup.com
raj_sharma@ml.com $15m Typical Account Size
(410) 770-6125 Merrill Lynch Wealth Wyandotte
(617) 946-8030 $646m Total Assets
advisor.morganstanley.com/ Management leo_stevenson@ml.com
pwa.ml.com/sharma_group $2m Typical Account Size
the-easton-group Newton (734) 324-3826
$1,722m Total Assets carl.cafaro@ml.com fa.ml.com/wyandottegroup
$1m Typical Account Size (617) 243-8046 $1,150m Total Assets
fa.ml.com/cafarogroup $2m Typical Account Size
Randy Garcia Christopher Cook Greg Makowski Frank Seminara Dennis Cutrone Jason Katz
Investment Counsel Company Merrill Lynch Wealth CFS Investment Advisory Morgan Stanley Private Wealth Morgan Stanley Private Wealth UBS Private Wealth
Las Vegas Management Services Management Management Management
randy@iccnv.com Florham Park Totowa Florham Park New York New York
(702) 871-8510 c_cook@ml.com info@cfsias.com frank.seminara@ dennis.cutrone@ jason.m.katz@ubs.com
iccnv.com (973) 301-7622 (973) 826-8800 morganstanleypwm.com morganstanleypwm.cm (212) 713-9201
$1,713m Total Assets fa.ml.com/gcca cfsias.com (973) 236-3634 (212) 692-2829 ubs.com/team/katz
$6m Typical Account Size $2,253m Total Assets $1,950m Total Assets advisor.morganstanley.com/ advisor.morganstanley.com/ $4,095m Total Assets
$6m Typical Account Size $2m Typical Account Size the-seminara-group the-bluestone-group-family- $5m Typical Account Size
$2,870m Total Assets office-services
NEW JERSEY
Jack Cooney Neil McPeak $10m Typical Account Size $3,659m Total Assets Gerard Klingman
Bleakley Financial Group Wells Fargo Advisors $15m Typical Account Size Klingman & Associates
Michael Axelrod Fairfield Linwood Michael Taggart New York
Bleakley Financial Group J.P. Morgan Wealth Management Anthony Dertouzos
jack.cooney@bleakley.com neil.mcpeak@ gklingman@klingmanria.com
Fairfield Morristown Morgan Stanley Private Wealth
(973) 244-4206 wellsfargoadvisors.com (212) 867-7647
mike.axelrod@bleakley.com bleakley.com/cooneyteam (609) 926-7808 michael.taggart@jpmorgan.com Management klingmanria.com
(973) 244-4223 fa.wellsfargoadvisors.com/ (212) 272-2044 New York
$753m Total Assets $3,582m Total Assets
bleakley.com mcpeak-group wealthpartners.jpmorgan.com/ anthony.dertouzos@
$715m Total Assets $1,750m Total Assets morristown/the-taggart-group morganstanleypwm.com
$4m Typical Account Size Mark Cortazzo $3m Typical Account Size $1,007m Total Assets (212) 761-8565 Jonathan Kuttin
Wealth Enhancement Group $10m Typical Account Size advisor.morganstanley.com/ Kuttin Wealth Management
Bruce Barth Parsippany Harris Nydick anthony.dertouzos Hauppauge
Merrill Lynch Wealth CFS Investment Advisory $5,715m Total Assets
info@wealthenhancement.com NEW YORK scott.hlatky@ampf.com
Management Services $20m Typical Account Size
(973) 451-9400 (631) 770-0335
Short Hills Totowa
wealthenhancement.com ameripriseadvisors.com/team/
bruce_g_barth@ml.com Lewis Altfest Geri Eisenman Pell
$932m Total Assets harris@cfsias.com kuttin-wealth-management
(973) 564-7740 Altfest Personal Wealth Ameriprise Financial
$3m Typical Account Size (973) 826-8800 $7,998m Total Assets
fa.ml.com/barthgroup Management Rye Brook
cfsias.com $1m Typical Account Size
New York
$2,317m Total Assets Reed Finney $1,950m Total Assets geri.e.pell@ampf.com
$2m Typical Account Size inquiry@altfest.com (914) 253-8800
Bleakley Financial Group $2m Typical Account Size Lawrence Liebers

(212) 406-0850 ameripriseadvisors.com/team/
Fairfield altfest.com Merrill Lynch Wealth
Francis Bitterly Michael Ricca pell-wealth-partners Management
reed.finney@bleakley.com $1,476m Total Assets
Morgan Stanley Wealth Morgan Stanley Wealth $1,406m Total Assets New York
(973) 575-4180 $2m Typical Account Size
Management Management $3m Typical Account Size
bleakley.com/finneyteam lawrence_c_liebers@ml.com
Red Bank Florham Park
$804m Total Assets (212) 415-7479
francis.g.bitterly@ms.com Jay Canell Marc Fischer
$2m Typical Account Size michael.j.ricca@ fa.ml.com/new-york/new-york/
(732) 224-3754 J.P. Morgan Wealth Management Graystone Consulting |
morganstanley.com lawrence_c_liebers
advisor.morganstanley.com/ New York Morgan Stanley
(973) 236-3530

the-bitterly-wealth-management- Mary Guza advisor.morganstanley.com/ jay.canell@jpmorgan.com Rochester
Morgan Stanley Wealth $13m Typical Account Size
group the-ricca-group (212) 272-0888 marc.r.fischer@msgraystone.com
Management wealthpartners.jpmorgan.com/ (585) 389-2271
$728m Total Assets Florham Park $5,843m Total Assets Joshua Malkin
$7m Typical Account Size new-york/the-canell-group graystone.morganstanley.com/
mary.guza@morganstanley.com $10m Typical Account Size Morgan Stanley Private Wealth
$3,928m Total Assets the-fischer-group-at-graystone- Management
(973) 236-3593 $20m Typical Account Size consulting
David Briegs Ken Schapiro New York
Merrill Lynch Wealth Condor Capital Management $5,028m Total Assets
the-ricca-group joshua.d.malkin@
Management Martinsville Neil Canell $60m Typical Account Size
$4,803m Total Assets morganstanleypwm.com
Bridgewater J.P. Morgan Wealth Management
$8m Typical Account Size info@condorcapital.com (212) 893-6530
david_briegs@ml.com New York Wendy Holmes
(732) 356-7323 pwm.morganstanley.com/
(908) 685-3203 condorcapital.com neil.canell@jpmorgan.com UBS Private Wealth themalkingroup
fa.ml.com/kugelbriegs Elliott Kugel (212) 272-0777 Management
Merrill Lynch Wealth $1,588m Total Assets $2,563m Total Assets
$2,245m Total Assets wealthpartners.jpmorgan.com/ New York
Management $3m Typical Account Size $10m Typical Account Size
$3m Typical Account Size new-york/the-canell-group wendy.holmes@ubs.com
Bridgewater
Andy Schwartz $3,928m Total Assets (212) 713-3121 Ira Mark
elliott_m_kugel@ml.com $20m Typical Account Size advisors.ubs.com/
Jack Burke Bleakley Financial Group Morgan Stanley Wealth
(908) 685-3252 hiddenoakpartners
Merrill Lynch Wealth Fairfield Management
fa.ml.com/kugelbriegs
Management $2,168m Total Assets Jericho
$2,245m Total Assets andy.schwartz@bleakley.com
Florham Park $50m Typical Account Size
$3m Typical Account Size (973) 244-4202 ira.mark@morganstanley.com
john_j_burke@ml.com bleakley.com (516) 336-0875
(973) 410-2309 advisor.morganstanley.com/
fa.ml.com/the_harbor_group ira.mark

NEW YORK (CONT.) OHIO OKLAHOMA
Lyon Polk Evan Steinberg Scott Wilson
Morgan Stanley Private Wealth Morgan Stanley Private Wealth Morgan Stanley Private Wealth
Frank Marzano Management Management Management Randy Carver Jana Shoulders
GM Advisory Group New York New York New York Carver Financial Services | Mariner Wealth Advisors
Melville Raymond James Tulsa
mercy.sierra.short@ evan.steinberg@ scott.c.wilson@
fmarzano@gmadvisorygroup.com morganstanleypwm.com Mentor jana.shoulders@
morganstanleypwm.com morganstanleypwm.com
(631) 227-3900 (212) 761-0867 (212) 893-7501 (212) 603-6234 randy.carver@raymondjames.com marinerwealthadvisors.com
gmadvisorygroup.com advisor.morganstanley.com/ morganstanleypwa.com/sfgroup advisor.morganstanley.com/ (440) 974-0808 (918) 991-6910
$5,744m Total Assets the-polk-wealth-management- atlas-group carverfinancialservices.com marinerwealthadvisors.com/
$20m Typical Account Size group $2,268m Total Assets why-us/people/jana-shoulders
$10m Typical Account Size $9,830m Total Assets
$37,729m Total Assets $25m Typical Account Size $1m Typical Account Size $2,268m Total Assets
Leo Marzen $100m Typical Account Size Robert Stolar $3m Typical Account Size
Bridgewater Advisors Morgan Stanley Private Wealth Richard Zinman Valerie Newell
New York Michael Poppo Management Morgan Stanley Private Wealth Mariner Wealth Advisors
OREGON
lmarzen@bridgewateradv.com UBS Financial Services New York Management Cincinnati
(212) 221-5300 New York robert.stolar@morganstanley.com New York valerie.newell@
Justin Buell
bridgewateradv.com/team/ michael.poppo@ubs.com (212) 761-8138 richard.zinman@ marinerwealthadvisors.com
Wells Fargo Advisors
leo-marzen (212) 626-8721 advisor.morganstanley.com/ morganstanleypwm.com (513) 618-3040
Portland
$1,800m Total Assets ubs.com/team/thepoppogroup family-wealth-group (212) 761-9842 marinerwealthadvisors.com
justin.buell@
$5m Typical Account Size $1,785m Total Assets $3,584m Total Assets advisor.morganstanley.com/ $4,765m Total Assets
wellsfargoadvisors.com
$8m Typical Account Size $70m Typical Account Size the-magellan-group $3m Typical Account Size
(503) 889-1520
Jordan Mayer $5,954m Total Assets fa.wellsfargoadvisors.com/
J.P. Morgan Wealth Management Emily Rubin Ron Vinder $25m Typical Account Size Thomas Robertson justinbuellfinancialgroup
New York UBS Private Wealth Morgan Stanley Private Wealth Graystone Consulting |
Morgan Stanley $518m Total Assets
jordan.mayer@jpmorgan.com Management Management NORTH CAROLINA $4m Typical Account Size
(212) 272-2736 New York New York Columbus
wealthpartners.jpmorgan.com/ emily.rubin@ubs.com vinder-group@ thomas.g.robertson@
Mike Absher
new-york/maybach-partners (212) 333-8920 morganstanley.com morganstanley.com PENNSYLVANIA
Absher Wealth Management
$3,443m Total Assets financialservicesinc.ubs.com/ (212) 503-2365 (614) 460-2754
Chapel Hill
$15m Typical Account Size team/entrepreneursgroup advisor.morganstanley.com/ graystone.morganstanley.com/ Patti Brennan
mike@absherwealth.com graystone-consulting-the-
the-vinder-group Key Financial
$2,600m Total Assets (919) 283-2340
Justin McCarthy robertson-group West Chester
$20m Typical Account Size $10,793m Total Assets absherwealth.com
Mariner Wealth Advisors $50m Typical Account Size $6,129m Total Assets pbrennan@keyfinancialinc.com
New York $752m Total Assets $2m Typical Account Size
Shawn Rubin (610) 429-9050
justin.mccarthy@ Morgan Stanley Private Wealth Elizabeth Weikes keyfinancialinc.com
marinerwealthadvisors.com Management J.P. Morgan Wealth Management Daniel Roe $1,676m Total Assets
Keith Norman Budros, Ruhlin & Roe
(212) 869-5900 New York New York $2m Typical Account Size
Merrill Lynch Wealth Columbus
marinerwealthadvisors.com shawn.rubin@ elizabeth.weikes@jpmorgan.com Management
$2,179m Total Assets morganstanleypwm.com (212) 272-9214 droe@b-r-r.com Jack Hafner

Winston-Salem
$3m Typical Account Size (212) 893-6322 wealthpartners.jpmorgan.com/ (614) 481-6900 J.P. Morgan Wealth Management
keith_norman@ml.com b-r-r.com
pwm.morganstanley.com/ new-york/the-weikes-group Philadelphia
(336) 721-3224
Colleen O’Callaghan abacusgroup $5,650m Total Assets $3,441m Total Assets jack.hafner@jpmorgan.com
fa.ml.com/norman_young_group
J.P. Morgan Wealth Management $2,329m Total Assets $25m Typical Account Size $4m Typical Account Size (215) 864-5715
New York $1,418m Total Assets
$10m Typical Account Size wealthpartners.jpmorgan.com/
$4m Typical Account Size David Singer
colleen.ocallaghan@ Christopher Wimpfheimer philadelphia/the-hafner-group
jpmorgan.com Richard Saperstein J.P. Morgan Wealth Management Merrill Private Wealth $1,510m Total Assets
R. Neil Stikeleather Management
(212) 272-0280 Treasury Partners christopher.wimpfheimer@ $40m Typical Account Size
Merrill Lynch Wealth Cincinnati
wealthpartners.jpmorgan.com/ New York jpmorgan.com Management
new-york/the-ocallaghan- rsaperstein@ (212) 272-7737 david_singer@ml.com Michael Henley
Charlotte
thomas-group treasurypartners.com wealthpartners.jpmorgan.com/ (513) 579-3889 Brandywine Oak Private Wealth
neil.stikeleather@ml.com pwa.ml.com/evelosingersullivan Kennett Square
$4,433m Total Assets (917) 286-2777 new-york/the-tbw-group
(704) 705-3233
$35m Typical Account Size treasurypartners.com $35,254m Total Assets $7,213m Total Assets mhenley@brandywineoak.com
fa.ml.com/
$22,580m Total Assets $250m Typical Account Size $18m Typical Account Size (484) 785-0040
stikeleatherandassociates
Daniel O’Connell $15m Typical Account Size brandywineoak.com
Merrill Lynch Wealth $591m Total Assets Linnell Sullivan
$750k Typical Account Size $1,576m Total Assets
Management Merrill Lynch Wealth $4m Typical Account Size
Garden City Management
daniel_oconnell@ml.com Cincinnati
(516) 877-8316 linnell_sullivan@ml.com
fa.ml.com/daniel_o_connell (513) 579-3890
$2,389m Total Assets pwa.ml.com/evelosingersullivan
$8m Typical Account Size $2,528m Total Assets

TENNESSEE WASHINGTON
Michael Hirthler John Solis-Cohen Tommy McBride Simon Hamilton
Jacobi Capital Management Wells Fargo Advisors Merrill Lynch Wealth Baird
Wilkes-Barre Jenkintown Christi Edwards Management Reston Michael Hershey
Morgan Stanley Wealth Dallas J.P. Morgan Wealth Management
mhirthler@jacobicapital.com john.solis-cohen@ shamilton@rwbaird.com
Management Bellevue
(570) 826-1801 wfadvisors.com thomas_mcbride@ml.com (571) 203-1611
Nashville michael.hershey@jpmorgan.com
jacobicapital.com (215) 572-4276 (214) 750-2004 thewiseinvestorgroup.com
home.wellsfargoadvisors.com/ christi.edwards@ fa.ml.com/mcbride (425) 462-6810
john.solis-cohen morganstanley.com wealthpartners.jpmorgan.com/
$3m Typical Account Size $2,020m Total Assets $2m Typical Account Size
(615) 298-6554 bellevue/the-hhh-group
$1,589m Total Assets $8m Typical Account Size
advisor.morganstanley.com/ $1,345m Total Assets
Barbara Hudock $5m Typical Account Size Susan Kim
the-edwards-pharris-group $10m Typical Account Size
Hudock Capital Group Darrell Pennington Ameriprise Financial
Williamsport Samuel Spanos $1,342m Total Assets Ameriprise Financial Vienna
Raymond James $4m Typical Account Size Houston Randall Linde
bhudock@hudockcapital.com soo.m.kim@ampf.com
Beaver Ameriprise Financial
(570) 326-9500 darrell.r.pennington@ampf.com (703) 226-2300
Renton
hudockcapital.com sam.spanos@raymondjames.com TEXAS (713) 332-4422 ameripriseadvisors.com/
(412) 389-4874 penningtonwealth.com soo.m.kim randall.s.linde@ampf.com
$747m Total Assets
raymondjames.com/ (800) 563-1636
$1m Typical Account Size Bonner Barnes $1,428m Total Assets $2,029m Total Assets
spanosgroup agpwealthadvisors.com
Corda Investment Management $2m Typical Account Size $2m Typical Account Size
Virgil Kahl $1,005m Total Assets Houston $5,336m Total Assets
Spring Ridge Financial Group $750k Typical Account Size R. Scot Smith Aashish Matani $1m Typical Account Size
bonner@cordamanagement.com
Wyomissing (713) 439-0665 Morgan Stanley Merrill Lynch Wealth
Rob Thomas cordamanagement.com Dallas Management Michael Matthews
virgil.kahl@springridgefg.com
Mariner Wealth Advisors Norfolk UBS Private Wealth
(610) 743-3484 $1,420m Total Assets scot.smith@morganstanley.com
State College Management
springridgefg.com $1m Typical Account Size (214) 696-7064 aashish_matani@ml.com
Bellevue
$1,111m Total Assets rob.thomas@ advisor.morganstanley.com/ (757) 446-4045
marinerwealthadvisors.com scot.smith fa.ml.com/theahmgroup m.matthews@ubs.com
$1m Typical Account Size Scott Cohen
(814) 867-2050 (425) 451-2350
CD Wealth Management $1,221m Total Assets $1,653m Total Assets
marinerwealthadvisors.com/ ubs.com/team/
John J. Parker Sr. Dallas $4m Typical account size $4m Typical Account Size
why-us/people/rob-thomas thematthewsgroup
Wells Fargo Advisors scohen@cdwealth.com
Philadelphia $2,622m Total Assets (972) 499-6280 Scott Tiras Joseph Montgomery
$370k Typical Account Size Ameriprise Financial The Optimal Service Group of $7m Typical Account Size
john.j.parker@wfadvisors.com cdwealth.com
(215) 564-8487 $809m Total Assets Houston Wells Fargo Advisors
Williamsburg Erin Scannell
ppwmg.com RHODE ISLAND $2m Typical Account Size scott.b.tiras@ampf.com
Heritage Wealth Advisors
$1,950m Total Assets (713) 332-4400 joe.montgomery@
Mercer Island
$3m Typical Account Size William Corbellini tiraswealth.com wellsfargoadvisors.com
Malcolm Makin erin.j.scannell@ampf.com
Merrill Private Wealth $2,328m Total Assets (757) 220-1782
Raymond James (425) 709-2345
Peter Rohr Management $4m Typical Account Size optimalservicegroup.com
Westerly heritage-wealth.com
Dallas $20,095m Total Assets
Merrill Private Wealth mmakin@ppgadvisors.com

Management $7m Typical Account Size $4,252m Total Assets
(401) 596-2800 william_corbellini@ml.com
VIRGINIA $500k Typical Account Size
Philadelphia ppgadvisors.com (214) 303-5810
peter_rohr@ml.com pwa.ml.com/ce_group Gregory Smith
$1,731m Total Assets Stephan Cassaday Baird
(215) 587-4731 $4,592m Total Assets WISCONSIN
$2m Typical Account Size Cassaday & Company Reston
pwa.ml.com/rohrgroup $30m Typical Account Size McLean
$6,660m Total Assets gssmith@rwbaird.com Andrew Burish
Matthew Young steve@cassaday.com
$34m Typical Account Size Dwight Emanuelson (571) 203-1623 UBS Wealth Management
Richard C. Young & Co. (703) 506-8200
Merrill Private Wealth thewiseinvestorgroup.com Madison
Newport cassaday.com
Peter Sargent Management $2,841m Total Assets andrew.burish@ubs.com
info@younginvestments.com $4,940m Total Assets
Janney Montgomery Scott Dallas $2m Typical Account Size (608) 831-4282
(401) 849-2137 $2m Typical Account Size
Yardley younginvestments.com dwight_emanuelson@ml.com ubs.com/burishgroup
psargent@janney.com (214) 303-5812 Ryan Sprowls $4,876m Total Assets
$1,319m Total Assets Neil Goetzman Alexandria Wealth Management $2m Typical Account Size
(267) 685-4205 pwa.ml.com/ce_group
$2m Typical Account Size Raymond James Group of Wells Fargo Advisors
sargentwealthmanagement.com $4,592m Total Assets Alexandria Alexandria
$887m Total Assets $30m Typical Account Size
SOUTH CAROLINA ngoetzman@goetzmannaufp.com ryan.sprowls@
(703) 537-8145 wellsfargoadvisors.com
Ira Kravitz
raymondjames.com/ (703) 739-1439
Rick Migliore UBS Financial Services
goetzmannaufp alexandriawmg.com
Merrill Private Wealth Plano
Management $938m Total Assets $1,558m Total Assets
ira.kravitz@ubs.com
Columbia $3m Typical Account Size $4m Typical Account Size
(469) 440-0547
richard_migliore@ml.com financialservicesinc.ubs.com/
(803) 733-2126 team/kravitzgroup
fa.ml.com/ek $1,104m Total Assets
$4,662m Total Assets $5m Typical Account Size
Below is a reprint of select firms from Barron’s Top 100 RIA Firms ranking.
For more information, visit barrons.com/guide.
1919 Investment Counsel Carson Wealth Cresset MAI Capital Management Signature Estate & Investment
Baltimore, MD Omaha, NE Chicago, IL Cleveland, OH Advisors
info@1919ic.com rcarson@carsongroup.com ebecker@cressetcapital.com info@mai.capital Los Angeles, CA
(410) 454-5719 (888) 321-0808 (312) 429-2456 (216) 920-4800 bholmes@seia.com
1919ic.com carsonwealth.com cressetcapital.com mai.capital (310) 712-2326
40 Advisors | 9 Offices 343 Advisors | 186 Offices 101 Advisors | 16 Offices 110 Advisors | 18 Offices seia.com
$21.1b Total Assets $19.9b Total Assets $23b Total Assets $14.4b Total Assets 39 Advisors | 12 Offices
$1m Account Minimum $100k Account Minimum $10m Account Minimum $1m Account Minimum $12.7b Total Assets
$500k Account Minimum
BDF LLC Cary Street Partners Gofen and Glossberg, LLC Mariner Wealth Advisors
Itasca, IL Richmond, VA Chicago, IL Leawood, KS Snowden Lane Partners
info@bdfllc.com info@carystreetpartners.com info@gofen.com info@marinerwealthadvisors.com New York, NY
(800) 840-4740 (804) 340-8100 (312) 828-1100 (913) 647-9700 info@snowdenlane.com
bdfllc.com carystreetpartners.com gofen.com marinerwealthadvisors.com (646) 218-9760
46 Advisors | 1 Office 56 Advisors | 16 Offices 14 Advisors | 1 Office 514 Advisors | 73 Offices snowdenlane.com
$5.9b Total Assets $3.9b Total Assets $6.5b Total Assets $55.4b Total Assets 71 Advisors | 12 Offices
$1m Account Minimum No Account Minimum $1m Account Minimum No Account Minimum $4.6b Total Assets
No Account Minimum
Beacon Pointe Advisors Chevy Chase Trust Hightower Advisors NewEdge Capital Group
Newport Beach, CA Bethesda, MD Chicago, IL Pittsburgh, PA Wetherby Asset Management
info@beaconpointe.com info@chevychasetrust.com businessdevelopment@ info@newedgecg.com San Francisco, CA
(949) 718-1600 (240) 497-5000 hightoweradvisors.com (800) 693-7800 info@wetherby.com
beaconpointe.com chevychasetrust.com (312) 962-3800 newedgecapitalgroup.com (415) 399-9159

143 Advisors | 37 Offices 35 Advisors | 1 Office hightoweradvisors.com 120 Advisors | 112 Offices wetherby.com
$23.7b Total Assets $39.2b Total Assets 199 Advisors | 114 Offices $16.9b Total Assets 25 Advisors | 3 Offices
$1m Account Minimum $3m Account Minimum $103.6b Total Assets $2m Account Minimum $7.3b Total Assets
No Account Minimum $10m Account Minimum
Bradley, Foster and Sargent, Inc. Churchill Management Group Private Advisor Group
Hartford, CT Los Angeles, CA Homrich Berg Morristown, NJ
info@bfsinvest.com info@churchillmanagement.com Atlanta, GA startthedialogue@
(860) 614-1466 (877) 937-7110 info@homrichberg.com privateadvisorgroup.com
bfsinvest.com churchillmanagement.com (404) 264-1400 (973) 538-7010
19 Advisors | 5 Offices 36 Advisors | 50 Offices homrichberg.com privateadvisorgroup.com
$6.1b Total Assets $7.9b Total Assets 84 Advisors | 6 Offices 773 Advisors | 409 Offices
$500k Account Minimum $500k Account Minimum $11.1b Total Assets $33.9b Total Assets
$1m Account Minimum No Account Minimum
CAPTRUST CIBC Private Wealth
Raleigh, NC Atlanta, GA IEQ Capital RegentAtlantic
info@captrust.com inquiry@cibc.com San Francisco, CA Morristown, NJ
(800) 216-0645 (866) 517-3400 info@ieqcapital.com info@regentatlantic.com
captrust.com wealth.us.cibc.com (650) 581-9807 (973) 425-8420
450 Advisors | 68 Offices 180 Advisors | 21 Offices ieqcapital.com regentatlantic.com
$655.1b Total Assets $73.8b Total Assets 18 Advisors | 3 Offices 31 Advisors | 2 Offices
No Account Minimum $1m Account Minimum $17.8b Total Assets $6.2b Total Assets
$10m Account Minimum $1m Account Minimum
Participation in this section is only open to advisors who have been listed in our editorial rankings. Advisors pay a fee to be included in this reprint. Participation in this section has no bearing on the outcome of our
rankings. Assets are tied to the most recent ranking. For more information, visit barrons.com/guide.

The Evelo | Singer | Sullivan Group Long & Associates The Ricca Group
Merrill Private Wealth Management Merrill Lynch Wealth Management Morgan Stanley Wealth Management
Cincinnati, OH Grand Rapids, MI Florham Park, NJ
Team: David Singer, Linnell Sullivan, Team: Timothy Long Team: Michael Ricca, Mary Guza
Kevin Bruegge, Jamie Morgan, Tom timothy_long@ml.com thericcagroup@morganstanley.com
Hurley, Braden Martini (616) 774-4220 (973) 236-3530
david_singer@ml.com fa.ml.com/michigan/grand-rapids/ advisor.morganstanley.com/the-
(513) 579-3889 tim-long ricca-group
pwa.ml.com/evelosingersullivan $6.7b Total Assets $5.8b Total Assets
Below is a reprint of select teams from Barron’s Top 100 $7.2b Total Assets $3m Account Minimum $2m Account Minimum
Private Wealth Management Teams ranking. For more $5-20m Account Minimum
information, visit barrons.com/guide. The Magellan Group The Sharma Group
The Fowler Bull Group Morgan Stanley Private Wealth Merrill Private Wealth Management
Morgan Stanley Private Wealth Management Boston, MA
Management New York, NY Team: Raj Sharma, Christian Kemp
Denver, CO
The Americas Group The Capitol Wealth Management Team: Richard Zinman, John Moreno, sharma_group@ml.com
Raymond James Group Team: Shawn Fowler, Max Bull Griffin McQuilling (617) 946-8030
Boca Raton, FL / Coral Gables, FL Morgan Stanley Private Wealth maxwell.bull@morganstanleypwm.com magellangroup@morganstanley.com pwa.ml.com/sharma_group
Team: Don d’Adesky, Jose Cabrera, Management (303) 595-2105 (212) 761-8588 $6.7b Total Assets
Kristopher Lemke Washington, DC pwm.morganstanley.com/fowlerbull advisor.morganstanley.com/the- $10m Account Minimum
Team: Marvin McIntyre, A.J. Fechter, $8.6b Total Assets magellan-group
theamericasgroup@
raymondjames.com David Gray, Donald Metzger, Arnold $10m Account Minimum $6b Total Assets Trailhead Retirement Planning
(561) 981-3690 | (305) 461-6670 Koonin, Alyson Scott, Joey McLister, $5m Account Minimum Group
raymondjames.com/theamericasgroup JJ McKoan, Paul Capodanno GreenBridge Morgan Stanley Wealth Management
cwmg@morganstanley.com William Blair Moran Wealth Management Chicago, IL
$6.1b Total Assets Chicago, IL
$1m Account Minimum (202) 778-1381 Wells Fargo Advisors Financial Team: William Easom, Dan Hoffmann,
advisor.morganstanley.com/the- Team: Cam McKinney, John Cimaroli, Network Sean Lannan, Anthony Severino,
capitol-wealth-management-group Lauren Thompson, Candy Vondra, Cathy Naples, FL Erin Haley, Michael Haynes, William
Bermont Carlin Wealth
$5.5b Total Assets Abbott, Jenna Kiernan, Gael Kraven, Team: Thomas Moran, Donald Drury, Kramer, Kenneth Robson
Management
$5m Account Minimum Emmett O’Malley, Matt Summers Michael Mongin, Charles Chesebrough,
Morgan Stanley Private Wealth
trailhead@morganstanley.com
Management greenbridge@williamblair.com Earl Sistrunk, Christina Shaw, (312) 648-3471
Coral Gables, FL CEK & Associates (312) 364-8169 Chelsea Ganey, Corey Grant, Ryan advisor.morganstanley.com/trailhead
Merrill Private Wealth Management williamblair.com/teams/greenbridge Frank, Angel Nurse, Ashley Buboltz
Team: Adam Carlin $3.8b Total Assets
Dallas, TX $5.9b Total Assets info@moranwm.com
adam.e.carlin@ $1m Account Minimum
Team: Bill Corbellini, Dwight $10m Account Minimum (239) 920-4440
morganstanleypwm.com
Emanuelson, Raj Kalyandurg, moranwm.com The Vinder Group
(305) 476-3302
Sami Abboud, Tara Walters Heritage Wealth Advisors
fa.morganstanley.com/adam.e.carlin $4.6b Total Assets Morgan Stanley Private Wealth
Ameriprise Financial
cek_group@ml.com $1m Account Minimum Management
$4.4b Total Assets
Mercer Island, WA
$10m Account Minimum (214) 303-5818 New York, NY
pwa.ml.com/ce_group Team: Erin J. Scannell Papadoyannis & Associates Team: Ron Vinder, Amy Wood
$4.8b Total Assets erin.j.scannell@ampf.com Ameriprise Financial
The Burish Group vinder-group@morganstanley.com
$5m Account Minimum (425) 709-2345 San Mateo, CA
UBS Wealth Management (212) 503-2365
Madison, WI heritage-wealth.com Team: George Papadoyannis, Joshua advisor.morganstanley.com/the-
Ellison Kibler & Associates $4.3b Total Assets Lelchook, Ryan Lee, Natalia Koritskaya, vinder-group
Team: Andrew Burish, Jason Maas
Merrill Private Wealth Management No Account Minimum Robert Graham, Emmanuel Huereca
andrew.burish@ubs.com, $10.8b Total Assets
Charlotte, NC | Columbia, SC george.x.papadoyannis@ampf.com
jason.maas@ubs.com The Hetherington Group $25m Account Minimum
Team: Rick Migliore, John McCardell, 650-593-9170 x328
(608) 831-4282 Merrill Private Wealth Management
Gordon Whittaker, E. Robertson papadoyannisandassociates.com The Wise Investor Group
ubs.com/burishgroup New Canaan, CT
Kibler, Ronald Dennis, John DaWalt, $12.4b Total Assets Baird
$5.2b Total Assets Team: Brian Hetherington
Jessica Miles, Andrew Ellison, $1m Account Minimum Reston, VA
$1m Account Minimum
Thomas Kibler brian_hetherington@ml.com
Team: Greg Smith, Simon Hamilton,
caresse.blevins@ml.com (203) 972-2523 The Polk Wealth Management Group
The Cafaro Group Chris Aime, Chase Hinderstein, Ann
(704) 339-2123 pwa.ml.com/hetheringtongroup Morgan Stanley Private Wealth
Merrill Lynch Wealth Management Summerson, Matthew Anderson,
Newton, MA fa.ml.com/ek $4.5b Total Assets Management David Mount
$8.6b Total Assets $10m Account Minimum New York, NY
Team: Carl Cafaro, Jonathan Greer, Nick wiseinvestorgroup@rwbaird.com
Cafaro, Erik Morland, Steve Vacher $1m Account Minimum Team: Lyon Polk, Deborah (866) 758-9473
Jones Zafari Group Montaperto, Edmund Agresta, thewiseinvestorgroup.com
thecafarogroup@ml.com Merrill Private Wealth Management Tallie Taylor, Sandeep Belani
(617) 243-8046 Los Angeles, CA $3b Total Assets
fa.ml.com/cafarogroup lyon.polk@morganstanleypwm.com $500k Account Minimum
Team: Richard Jones, Reza Zafari, Suzanne (212) 761-0867
$5.2b Total Assets Killea, Jerome Klein, Thomas Tournat advisor.morganstanley.com/the-polk-
$1m Account Minimum richardb_jones@ml.com wealth-management-group
(310) 407-4925 $37.7b Total Assets
Participation in this section is only open to advisors who have been listed in our
pwa.ml.com/joneszafarigroup $50m Account Minimum
editorial rankings. Advisors pay a fee to be included in this reprint. Participation in
this section has no bearing on the outcome of our rankings. Assets are tied to the $24.8b Total Assets
most recent ranking. For more information, visit barrons.com/guide. $10m Account Minimum
S20
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GUIDE TO WEALTH

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VOL. CII NO. 48 NOVEMBER 28, 2022 $5.00

The Great Promise of Tech Trader: Why

Up & Down Wall Street: P. 32

BDCs Had a Nice Run. Ingersoll Rand Is Warren Buffett Isn’t

THE FINANCIAL SECTOR OF THE S&P 500 IN ONE ETF

XLF FINANCIAL SECTOR SPDR ETF TOP 10 HOLDINGS*

JP Morgan Chase JPM 9.96%

C Canadian Imperial Bank of Commerce . . . . . . 9

ADVERTISING SERVICES MANAGERS James H. Balmer, Ward S. McGuiness

UP & D OWN WALL STREET

So Long, Bear Market?

Why the Worst Could

Be Over for Stocks.

Up & Down Wall Street (continued)

New Income An overhang on Pfizer is the outlook for

Strategy? sales of $100 billion.

D ATA MARKET LABORATORY B A R RON S.C OM / DATA

The Week In Stocks For the Major Indexes

Don’t Tell Iger, but

New York Stock Exchange Earns $ 1563.72 1563.72 1607.09

Divs Yield % 1.98 2.01 1.78

Disney’s Issues Run

Divs $ 679.19 678.73 621.06

Deeper Than Its CEO

The Turkey Trot HE SAID:

Why Ackman THE NUMBERS Non-Zero Covid

Likes Crypto $86 B

Illustrations by Elias Stein; photograph by Halie Chavez

Monday 11/28 tions are that the economy added

York. expenditures price index, is forecast to

—For Now iShares ESG Aware MSCI USA ETF

17.5% or 20% of investment income,

Investors seeking high-yielding

BDCs Could Struggle

As the Economy Slows eraged buyouts by private-equity firms.

Attractive Alternatives Popular Play

The Next U.S. Energy

ETF (ACES) The ALPS Clean Energy ETF (ACES)

clean energy segments:

• Energy Management and Storage

Rand Looks an Outperform. “Let’s start with an

Hurry, offer ends 12/6/2022!

Get started at PenFed.org/Certiﬁcates

documenting everything that we

family dynamics are complex.

DON’T: and take action at just the right moment.

account’s last four digits.

The current designs of quantum comput-

scientists for their research on quan-

for investors in the handful of quan-

Courtesy Microsoft Azure

Photograph by Mary Kang

in three to four years—and then again

FUND PROFILE Talking With Nolan Anderson and Tom Carney

tion,” as Berkshire Hathaway’s Warren Buffett

Income (ticker: WCPNX).