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WHY AMAZON WILL SHINE IN THE NEW YEAR • PAGE 25
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
VOL. CII
NO. 1
BEST INCOME INVESTMENTS FOR 2022 Where to find yield? Energy pipelines, dividend stocks, telecoms, and utilities all look promising. PAGE 16
JANUARY 3, 2022
$5.00
C O NT EN TS
01.03.22
VOL.CII NO.1
P. 10
P. 16
P. 28
The Travel Bug Isn’t Going Away
Best Income Ideas for 2022
Economy: Why This Surge Is Different
Follow-Up: Carnival, Marriott International, and other travel stocks have held up well recently as investors look to next year.
Cover Story: Pipelines, dividend stocks, telecoms, convertible securities, and junk bonds are among the ways to add yield to your portfolio. By ANDREW BARY
Omicron is infecting more people with a milder illness. That’s slowed the economy, not shut it down.
P. 5
By MEGAN CASSELLA
By LAWRENCE C. STRAUSS
Up & Down Wall Street: Despite some amazing stock performances, many Americans leave 2021 feeling out of sorts. It’s rare to see such a disconnect. By BEN LEVISOHN
P. 11
Trader: Out With the Old, In With the New
14 Chip Stocks That Still Look Cheap
TOP STOCKS
Micron, Qorvo, Broadcom, and Intel are among the stocks that stand to benefit from a continued semiconductor shortage.
YTD Price Change t
Here at the S&P 500’s five best-performing stocks for 2021, as of Dec. 29.
By CONNOR SMITH
179.6%
Devon Energy/DVN
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P. 12
This Mini Berkshire Flies Under the Radar
Marathon Oil/MRO
Sizing Up Small-Caps: Now is a good time to scoop up Graham Holdings, a small-scale version of Warren Buffett’s conglomerate.
Fortinet/FTNT
By ANDREW BARY
148.3 146.9 137.3
Moderna/MRNA
P. 14
Florida Is Where More Advisors Want to Be
Other Voices: Federal funding provides a rare opportunity to build systems that can withstand climate shocks and other crises. By JUDITH RODIN
© 2022 Dow Jones & Company, Inc. All Rights Reserved. Our newspapers are 100% sourced from sustainable certified mills. BARRON’S (USPS 044-700) (ISSN 1077-8039) Published every Monday. Editorial and Publication Headquarters: 1211 Avenue of the Americas, New York, N.Y. 10036. Periodicals postage paid at Chicopee, MA and other mailing offices. Postmaster: Send address changes to Barron’s, 200 Burnett Rd., Chicopee, MA 01020
By NICHOLAS JASINSKI
P. 32
Euro Trader: Zalando Stock Could Soar 70% By RUPERT STEINER
P. 32
Emerging Markets: What’s Ahead for IPOs P. 33
Striking Price: A Trade for Market Doubters Source: Bloomberg
By STEVEN M. SEARS
P. 33
By ANDREW WELSCH
Infrastructure Designed With Resilience in Mind
This year’s big winners face tough comparisons as Covid persists and rate hikes loom. Why banking, energy, and small-caps could thrive.
By CRAIG MELLOW
137.2
Signature Bank/SBNY
Wealth-management and financialplanning firms are increasingly opening offices in the Sunshine State. Here’s why it’s such a draw.
P. 54
P. 29
WHY AMAZON WILL SHINE IN THE NEW YEAR • PAGE 25
VOL. CII
NO. 1
BEST INCOME INVESTMENTS FOR 2022 Where to find yield? Energy pipelines, dividend stocks, telecoms, and utilities all look promising. PAGE 16
Cover Illustration by Peter Crowther
JANUARY 3, 2022
$5.00
P. 22
P. 25
Funds: Best Bonds for Challenging Times
Tech Trader: Sorting Through a Mixed Bag
These bond funds successfully navigated the prior bout of inflation and Fed rate hikes. Here’s how they’re preparing for 2022.
Cloud and chip stocks soared, but pandemic winners trailed and Big Tech diverged. Why Amazon looks poised to outperform.
By EVIE LIU
By ERIC J. SAVITZ
P. 23
P. 26
India’s Digitization Push Is Paying Off
How Covid Changed People’s View of Work
Profile: Ajay Krishnan, head of the Wasatch Emerging Markets Select fund, says India offers far better opportunities than China.
Q&A: Texas A&M’s Anthony Klotz was early to spot trends unique to the pandemic that gave rise to the Great Resignation.
By DEBBIE CARLSON
By LISA BEILFUSS
Commodities: Wheat Prices Are on the Rise By SIMON CONSTABLE
Index
P. 4
Charting the Market P. 36
Review & Preview P. 8
Winners and Losers P. 37
Mailbag
P. 55
Research Reports P. 38
Inside Scoop
P. 35
Statistics
P. 39
Barron’s Roundtable on Fox Business Watch our TV show at special times this week: Friday at 6 p.m. ET; Saturday at 11 a.m. ET; or Sunday at 10 a.m. or 11:30 a.m. ET. This week, see an interview with former Google CEO Eric Schmidt on artificial intelligence and the future of tech.
January 3, 2022
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I N D EX A Activision Blizzard . . . . . . . . . . . . . . . . . . . . . . . . . 25 AES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25,30 Amazon.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25,38 Amkor Technology . . . . . . . . . . . . . . . . . . . . . . . . . 11 APA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Apple . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,11,25 Applied Materials . . . . . . . . . . . . . . . . . . . . 11,25,38 Arista Networks . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 ARK Innovation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 AstraZeneca . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 AT&T . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
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B Bajaj Finance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Berkshire Hathaway . . . . . . . . . . . . . . . . . . . . . . . 12 Blackstone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Broadcom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
BARRON’S
Our index lists significant companies mentioned in stories and columns, plus Research Reports, and Corrections & Amplifications. The references are to the first page of the item in which the company is mentioned.
Nu Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Nvidia . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,25
Q Qorvo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Qualcomm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 R Rite Aid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Roku . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6,9,25
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H HDFC Bank . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Howard Hughes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 HP Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
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L Lamb Weston Holdings . . . . . . . . . . . . . . . . . . . . . 9 Lam Research . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 LVMH Moet Hennessy Louis Vuitton . . . . . 32
N Netflix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 News Corp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Norwegian Cruise Line Holdings . . . . . . . . . . 20
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M Marriott International . . . . . . . . . . . . . . . . . . . . . 10 MercadoLibre . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Merck . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Mercury Systems . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Meta Platforms . . . . . . . . . . . . . . . . . . . . . . . . 8,25,30 Micron Technology . . . . . . . . . . . . . . . . . . . . . . . . . 11 Microsoft . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 MPLX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
T Taiwan Semiconductor Manufacturing . . . . . . 25 Take-Two Interactive Software . . . . . . . . . . . . 25 Teladoc Health . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Tellurian . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Terreno Realty . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Tesla . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6,8,9,30 Thor Industries . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 T-Mobile US . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 V Verizon Communications . . . . . . . . . . . . . . . . . . . 25 ViacomCBS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Vornado Realty Trust . . . . . . . . . . . . . . . . . . . . . . 20 W Walgreens Boots Alliance . . . . . . . . . . . . . . . . . . . 9 Walmart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Walt Disney . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Wells Fargo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Williams Cos. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Winnebago Industries 38 Z Zalando . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Zoom Video Communications . . . . . . . . . . . 6,9,25
E Electronic Arts . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Energy Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
K KLA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
S Safehold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Samsung Electronics . . . . . . . . . . . . . . . . . . . . . . . 38 Samsung SDI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Seagate Technology Holdings . . . . . . . . . . . . . . 25 Simon Property Group . . . . . . . . . . . . . . . . . . . . . 20 SITE Centers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 SK Innovation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Skyworks Solutions . . . . . . . . . . . . . . . . . . . . . . . . 11 SL Green Realty . . . . . . . . . . . . . . . . . . . . . . . . . . 20 S&P Global . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 SWK Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Synalloy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Sysco . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
P PagSeguro Digital . . . . . . . . . . . . . . . . . . . . . . . . . 33 Peloton Interactive 38
D Datadog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Dell Technologies . . . . . . . . . . . . . . . . . . . . . . . . . 25 Delta Air Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Dine Brands Global . . . . . . . . . . . . . . . . . . . . . . . . 30 Discovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18,25 DocuSign . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Dow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Doximity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
G GoDaddy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,35 Grab Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Graham Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . 12
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Royal Caribbean Group . . . . . . . . . . . . . . . . . . . . 20
O Okta . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 One97 Communications . . . . . . . . . . . . . . . . . . . . 32 Oracle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
C Cable One . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Carnival . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Chart Industries . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Cheniere Energy . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Ciena . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Cisco Systems . . . . . . . . . . . . . . . . . . . . . . . . . . 19,25 Coca-Cola . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Coinbase Global . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Constellation Brands . . . . . . . . . . . . . . . . . . . . . . . 9 Costco Wholesale . . . . . . . . . . . . . . . . . . . . . . . . 9,38 Coty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
F FactSet Research Systems . . . . . . . . . . . . . . . . . . 8 FirstEnergy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
January 3, 2022
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January 3, 2022
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UP & DOWN WALL STREET
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It’s the Best Market Run in Years. Why Is Everybody So Glum? isery may love company, but this is getting ridiculous. If all you had to ponder were the numbers, you would assume that everyone would have fond memories of 2021. Jobs were plentiful. Economic growth was the strongest it had been in decades, and stock returns were out of this world. It’s the kind of data that would have been celebrated just a few years ago. Despite the New Year, Americans aren’t celebrating—they’re mostly miserable. The University of Michigan Index of Consumer Sentiment dropped 13%, to 70.6, in 2021, the lowest endof year reading since 2008, when the world was in the throes of the global financial crisis. Unlike that year, when the S&P 500 index dropped 38%, the index is up by more than 27%. That’s the largest stock market gain in a year when sentiment suffered a double-digit drop in at least 25 years. It’s the kind of agony expected from a bunch of teenagers at a Cure concert, but it’s hard to blame people for their gloom. Covid-19 was supposed to be long gone by this point, or at least that’s what we’d hoped as 2021 got under way. But a combination of vaccine reluctance, virus mutations, and other factors has meant that not only is the virus still with us, but also that the U.S. is ending the year with a record number of cases—a seven-day average of 277, 741, according to the Centers for Disease Control and Prevention data—and little sign that the Omicron spike will let up anytime soon. That
By Ben Levisohn
the disease appears to have become less deadly as it has mutated is easy to overlook, though it shouldn’t be. “The outlook for Omicron remains the same, as cases continue to break records globally, but the lack of [a] sharp increase in hospitalizations is allowing stocks to rally into year end,” writes the Sevens Report’s Tom Essaye. Surging inflation has also been weighing on Americans. The Federal Reserve, after all, promised that rising prices would be “transitory,” and yet here we are at the end of the year with the consumer price index climbing at its fastest annual rate since 1982, and even Fed Chairman Jerome Powell has said it’s time to retire the word.
A combination of vaccine reluctance, virus mutations, and other factors has meant the U.S. ends 2021 with a record number of Covid cases.
In the latest University of Michigan report, a fourth of respondents cited a hit to their living standards due to inflation. “The hope of a brief and fleeting spurt in prices has been dashed,” writes Stephen Stanley, chief economist at Amherst Pierpont Securities. “Inflation pressures have broadened behind the handful of pandemic reopening categories and intensified.” Still, it’s rare to see such a disconnect between sentiment and the stock market. Since 1997, there have been 12 years of declining sentiment, with the S&P 500 finishing higher during seven of them. The decline in confidence during those years, however, was usually relatively small. The only year previous to 2020 when confidence suffered a double-digit decline and the market rose was in 2007, when a recession had already started, but the S&P 500 finished up 3%. Never has sentiment suffered double-digit declines for two years in a row only to see the S&P 500 rise by double digits in both years. That suggests that perhaps there’s a growing divide between what respondents say and what they do. Retail sales increased by 18.2% in November, year over year, while the most recent quits data from the Department of Labor was 2.8%, down from a record 3%, but
Despite the pandemic, consumers continue to open their wallets, even for pricey luxury goods.
still elevated. Even inflation might not be the problem that it appears to be, observes Nicholas Colas, co-founder of DataTrek Research. Google searches for words like “discount,” “cheap,” and “coupon” are declining, not rising. “[As] much as U.S. consumers may think about inflation (and numerous surveys show they clearly do), they are not yet responding to higher prices by seeking out better deals,” he writes. “This is good news for U.S. corporate earnings power, especially among larger companies that also enjoy economies of scale and scope.” Maybe so, but investors aren’t feeling very good about the stock market either, despite—or because of—three consecutive years of double-digit gains. The latest American Association of Individual Investors sentiment survey shows that the percentage of bulls remained below 45% for a fifth straight week, despite the S&P 500 trading above its rising 50-day moving average, observes Sundial Capital Research’s Jason Goepfert. When that has happened in the past, the S&P 500 has gone on to average a 4.6% gain over the next three months. But just as consumers’ pessimism isn’t necessarily reflected in their actions, investors seem to be buying stocks despite a gloomy outlook—and that should be good news for the market. “The current low optimism, given a mostly healthy market environment, especially during this time of year, suggests higher prices,” he writes. Just don’t expect it to be easy. The Fed, after all, is cutting back its bond purchases, and the federal-fund futures market is pricing in a greaterthan 50% chance of a rate hike at the March meeting of the Federal Open Market Committee. That’s likely to inject a dose of volatility into the market. But with interest rates likely to remain below both the rate of inflation and the rate of economic growth, stocks should still be the place to be, writes Jefferies strategist Sean Darby, as long as the cost of credit relative to U.S. Treasuries doesn’t get too expensive. “[Nominal] GDP will still be above government bond yields, ensuring equities outperform their peers, but a watchful eye on credit spreads will be
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BARRON’S
January 3, 2022
Up & Down Wall Street (continued)
the litmus test for owning the more challenging business models,” he explains. And if the market doesn’t keep going up? At least investors will have something to be miserable about.
Explore What’s Next A in Health Care
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nother year, another bubble bites the dust. We’re talking, of course, about the bubble in hypergrowth stocks like those owned by the ARK Innovation exchange-traded fund (ticker: ARKK). In this space a year ago, I highlighted the fund and the stocks in it as a potential bubble, and it looks like it has popped. Big holdings like Roku (ROKU), Teladoc Health (TDOC), and Zoom Video Communications (ZM) have tumbled more than 30% over the past year, and ARK Innovation looks set to finish 2021 down more than 20%, despite a banner year from Tesla (TSLA), its largest holding. (See related article, page 9.) Worse still, despite the fund’s fantastic gains since it was launched in 2014—it has returned more than 340%—its investors have been terrible market timers. They poured billions into the fund during 2020 and the beginning of 2021, driving its flowweighted price to about $109, according to StoneX strategist Vincent Deluard, or nearly 13% above Thursday’s close of $96.70. Big drops often look like big opportunities, but there’s probably more downside ahead for ARK Innovation. 22V Research’s John Roque notes that the ETF’s big drop has left it looking oversold, but it still hasn’t been able to meaningfully rally. It continues to trade below its 40-week moving average, while its chart relative to the S&P 500 also looks uninspiring. Roque expects the fund to continue on a downward slide toward $60, or about 38% below Thursday’s close. “[The] inability to bounce after recording an oversold reading suggests firmly that the item in question is not finished going down,” he writes. The bubble in fast-growing disrupters wasn’t the only one that seemed to pop in 2021. Solar and clean-energy stocks, which soared in 2020, slumped during the year, with both the iShares Global Clean Energy ETF (ICLN) and the Invesco Solar ETF (TAN) off nearly 40% from their 52-week highs. Special-purpose acquisition companies, so hot during the last few months of 2020 and into ’21, ultimately fizzled out, with the Defiance Next Gen SPAC Derived ETF (SPAK) also falling about 40% from its February high. As with previous years, the overall market weathered the storm. The bubble
stocks either weren’t big enough to make a dent in the S&P 500’s returns or weren’t in the index. At the end of trading on Thursday, the S&P 500 was up 27.23%, producing its best year since 2019. But with the index trading at 21.9 times forward earnings, questions remain about whether the entire market itself is a bubble. The fact that the index’s gains roughly equaled its rate of earnings growth suggests it’s not. The high valuations combined with speculative behavior from retail investors and the massive concentration in a small number of stocks suggest it is—and the bubble spotters sound quite sure of themselves. “Yes, we are in a huge—perhaps unprecedented—equity market bubble, and it keeps getting bigger and bigger,” writes Rosenberg Research founder David Rosenberg. No matter what you want to call the current run-up, large-cap valuations are high enough that investors shouldn’t expect much over the next decade, according to BofA Securities strategist Jill Carey Hall. At just under 21 times earnings, the large-cap Russell 1000 appears set to return just 1.7% over the next 10 years, based on the historical correlation between valuations and earnings. Small-caps, though, look set to do far better. The small-stock Russell 2000, at 15.5 times forward earnings, would imply an 8.8% annualized return. Trying to convince people of the merits of small-caps might not be easy. The Russell 2000, though up 14% in 2021, still lags behind the Russell 1000 by about 12 percentage points and looks set to underperform for a fifth consecutive year. Still, it’s only a certain kind of low-quality small-cap that has had a tough time in 2021, and those companies make up about a quarter of the index. That helps explain why the S&P Small Cap 600, which has just a tenth of its portfolio in nonearners, has gained 26% this year, only a touch behind S&P 500. The 11 percentage-point gap between the Russell 2000 and the S&P Small Cap 600 is the largest since 2000. That, of course, was the peak of the dot-com bubble, which marked the beginning of a period of strength for small-cap stocks. And while the S&P 600 continued to outpace the Russell 2000 over the next two years, both outperformed the S&P 500. Hall expects something similar in the years ahead. “And if today’s market environment shares some similarities with ’99/’00…this could prove to be a strong decade for small-caps,” she writes. We can always hope. B email: [email protected]
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January 3, 2022
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7
R E VIEW
BARRON’S
36,398.08 Dow Industrials: +447.52
January 3, 2022
575.53
Dow Global Index: +5.00
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Move Here, Pay More U.S. population growth stalled last year. But some states grew faster than others—and so did their home prices. Idaho topped a Census Bureau list of the fastest-growing states between July 2020 and July 2021, with 48,876 new residents relocating from elsewhere in the U.S. That can’t be a surprise to Idaho homebuyers, who saw prices rising, as new residents flocked to the state throughout the pandemic. In November, Idaho’s median listing price was 19.2% higher than it had been a year earlier, more than double the median national rise of 8.7%, according to Realtor.com. (Realtor.com is operated by Move, which is owned by Dow Jones parent News Corp.) In Idaho’s two largest metropolitan areas, Boise and Coeur D’Alene, prices grew 16% and 44%, year over year, respectively. (Barron’s spotlighted remote workers and Boise real estate in a September cover story.) It isn’t just Idaho. Montana was No. 3 for percentage population growth, but outpaced every state in homeprice growth, at 37% in November. The fastest-growing states all saw prices rise more quickly than the average. Domestic migration was a significant contributor to population gains in all 10 of the fastest-growing states, which include Arizona, South Carolina, Delaware, Florida, Nevada, and South Dakota. But it wasn’t the only trend at play. In fast growers like Utah and Texas, births contributed significantly to population growth. Will any of this change? Economists polled by the National Association of Realtors see home-price increases in 2022 falling to 5.7%. They didn’t offer views on how to start a population rebound. — Shaina Mishkin
THE NUMBERS
$81
The average U.S. car-rental fee per day, up 31% from the level a year ago and almost double the figure before the pandemic.
8.5%
Year-to-year rise in retail spending between Nov. 1 and Christmas Eve, the highest in 17 years.
72%
Percentage of CEOs in an AlixPartners survey who said they were worried about losing their jobs, up from 52% in 2020.
$12 T
Amount raised by companies in stock and debt as 2021 ended, up 17% over 2020. To get Numbers by Barron’s daily, sign up wherever you listen to podcasts or at Barrons.com/podcasts
10-year Treasury Note: +0.02
A Very Good Year
HE SAID
In a thin market, stock indexes advanced to start the week, as did oil— buoyed by optimism over Omicron. The S&P 500 hit new highs–Nos. 69 and 70 for the year–on Monday and Wednesday. Tech and energy rose, but risk assets, such as Bitcoin and recent IPO stocks, sold off. By the Thursday close, the Dow industrials had risen on the year by 18.9%, to 36,398.08; the S&P had soared 27.2%, to 4778.73; and the Nasdaq Composite was up 22.1%, to 15,741.56.
“Yes, we are in a huge—perhaps unprecedented— equity market bubble, and it keeps getting bigger and bigger.”
A Reviving Economy IDAHO’S PANDEMIC POPULARITY
1.51
Jobless claims fell to 50-year lows, though there were fears of a postChristmas, Omicron-linked rise in layoffs. Holiday spending was strong, up 8.5% from Nov. 1 to Christmas Eve, both online and in the stores, with consumers blunting the Omicron surge by buying early. Some of that gain was from inflation, up an annualized 6.8% in November. Wages are climbing too, just not as fast. A Conference Board survey found employers expecting average raises of 3.98% in 2022. Home prices were up 19.1% in October, year over year, in a seller’s market.
The Omicron Wave Airlines canceled thousands of flights as employee Omicron cases mounted. David Kessler, the Biden administration’s chief science officer, argued that the data suggested case numbers could peak around New Year’s. Still, other health officials warned of a postholiday spike in cases. The Centers for Disease Control and Prevention cut its recommended isolation period for asymptomatic new cases to five days. The CDC monitored some 92 cruise ships with Covid cases.
Putin on Core Security Russian President Vladimir Putin continued to warn that Russia would defend its interests against what he called NATO expansion in Ukraine. “We will act on the basis of our core security,” he said. Russia has 120,000 troops on Ukraine’s eastern border. Putin and President Biden talked on Thursday, before scheduled security talks in Geneva on Jan. 10.
Rosenberg Research founder David Rosenberg
Valley Talent War Bloomberg reported that Apple was paying stock bonuses of $50,000 to $180,000 to retain engineers, trying to reduce defections to Meta Platforms, formerly Facebook. Apple, meanwhile, neared $3 trillion in market value.
Annals of Deal Making FactSet Research spent $1.9 billion to buy securities identification company Cusip Global Services from S&P Global. S&P divested Cusip to win approval for its merger with IHS Markit. IHS, in turn, sold Base Chemicals to News Corp for $295 million. (News Corp owns Barron’s parent Dow Jones.)…Starboard Value took a 6.5% stake in domain registry GoDaddy worth about $800 million…Oak Hill Advisors agreed to buy a controlling share in a new 55-story office building in Chicago from Howard Hughes Corp. The deal values the building at $1 billion...Elon Musk completed his $16 billion selloff of Tesla shares.
Illustration by Elias Stein; Photo; Misha Friedman/Bloomberg
8
January 3, 2022
P R EV IEW
BARRON’S
Wednesday
ADP releases its National Employment Report for December. Economists forecast an increase of 360,000 jobs in private-sector employment, with 5.4 million jobs added this year, after a loss of 9.5 million jobs in 2020.
Illustration by Elias Stein
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Tesla and the ARK Innovation exchange-traded fund were once joined at the hip. That’s no longer the case, which could be an important factor going into 2022. This past Monday, Tesla stock gained 2.5%, while ARK Innovation fell 1.7%, despite the fact that Tesla is the ETF’s largest position. Nor is that a rare occurrence. Tesla stock has gained more than 1% while the ARK ETF has fallen more than 1% nine times in 2021, all of them since the beginning of July. There were no such days in the first half. Since July 1, the correlation between Tesla and ARK Innovation shares has been just 0.5, down from 0.8 during the first six months of the year. (A correlation of 1 means two assets move in lockstep while -1 means they move in complete opposition.) The 0.8 is higher than the 0.6 in 2020’s last six months and the 0.7 in 2020’s first six months, evidence of how tight the tie between the two was in early 2021. Alas, that strong relationship worked to ARK Innovation’s detriment. In the first half, Tesla lost 3.7%, which held back ARK; the ETF rose just 5.1%, trailing the Nasdaq Composite’s 12.5% rise. Tesla then surged 57% during the second half, but was unable to compensate for weakness elsewhere in ARK Innovation, which has slumped 26% since July 1. Correlation isn’t causation, but there is a reason that the tie between Tesla and ARK has frayed. Tesla made up 10.2% of ARK Innovation’s portfolio on Sept. 30, but just 8.3% by Dec. 29. ARK Innovation appears to be selling Tesla into strength, but the stocks it has been buying on the dips—including Roku, Zoom Video Communications, and Coinbase Global—have underperformed. That’s hardly a recipe for high performance. — Ben Levisohn
Nice Knowing You Tesla and ARK Innovation shares were strongly correlated in 2021’s first half, only to diverge. Tesla and ARK Innovation Performance, 2020 to 2021
Thursday 1/6
Bourses around the world, including in Canada, Japan, and the United Kingdom, are closed in observance of New Year’s Day.
Conagra Brands, Constellation Brands, Lamb Weston Holdings, and Walgreens Boots Alliance report quarterly results.
The Census Bureau reports construction spending data for November. Consensus estimate is for the total to rise 0.6%, month over month, to a seasonally adjusted annual rate of $1.61 trillion. That would be a record high, surpassing October’s $1.6 trillion.
ISM releases its Services PMI for December. Economists forecast a 66.9 reading, about two points below the November figure, which was a record high for the index’s 23-year history.
The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Economists forecast 11.2 million job openings on the last business day of November, 167,000 more than in October. Job openings remain near the record level of 11.1 million set earlier this summer.
1,250% Tesla
1,000 750 500
ARK Innovation
250 0 2020
The Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for December. Expectations are for a 60.5 reading, roughly even with November’s figure. The ISM’s PMI has had 18 consecutive monthly readings of more than 50, indicating expansion in the U.S. manufacturing sector.
’21
Wednesday 1/5
Low-Octane Fuel
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Monday 1/3
Tuesday 1/4
A CORRELATION PROBLEM
Tesla and ARK: Out of Synch
9
The Department of Labor reports initial jobless claims for the week ending on Jan. 1. For the four weeks in December, claims averaged 199,250, the lowest reading since October 1969.
Friday 1/7 The Department of Labor releases the employment report for December. The economy is expected to add 374,000 jobs, after a gain of 210,000 in nonfarm payrolls for November. The unemployment rate is seen edging down to 4.1%, from 4.2%. Payroll gains have come in well below estimates in three of the four previous jobs reports, with an average shortfall of 343,300. The labor-force participation rate is likely to tick up to 61.9%, from 61.8%.
Coming Earnings
Costco Wholesale reports sales for December.
Roku, Zoom Video, and Coinbase Stock Performance, 2021
The Federal Open Market Committee releases the minutes from its midDecember monetary-policy meeting.
Walgreens Boots Alliance (Q1)
The Bureau of Economic Analysis reports light-vehicle sales for December. Consensus estimate is for a seasonally adjusted annual rate of 13.5 million vehicles. That would be 4.7% more than in November, but 17.2% less than the level a year ago. Supply constraints, especially a global shortage of semiconductors, have hampered auto sales for much of the second half of 2021.
Day
Roku
25 0 -25
Coinbase Global
-50 2021 Source: FactSet
Zoom Video
Year ago
$2.00
0.78
0.56
$0.40
1.35
1.22
2.42
2.03
Smart Global (Q1)
Hot pandemic stocks have stalled this year, dragging down ARK Innovation’s performance.
50%
Consensus Estimate
T W Saratoga Investment (Q3) Th F Acuity Brands (Q1)
Consensus Estimate Consensus Est. Last Period
M
November Construction Spending
0.60
0.20
T
November JOLTS Job Openings
11,200,000
11,033,000
Th
November Durable Goods
2.5%
2.5%
November Factory Orders
1.3%
2.0%
374,000
210,000
4.1%
4.2%
F
December Nonfarm Payrolls December Unemployment Rate
Unless otherwise indicated, times are Eastern. a-Advanced; f-Final; p-Preliminary; r-Revised Source: FactSet For more information about coming economic reports - and what they mean - go to Barron’s free Economic Calendar at www.barrons.com
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High Dividend Equity Enhanced Equity Income
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Value Equity Small Cap Value International High Dividend Emerging Markets High Dividend Water Impact
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FOLLOW-UP
January 3, 2022
Cowen airline analyst Helane Becker predicts that business travel will be within 80% of prepandemic levels by year-end 2022.
Travel Stocks Are Fine, Thanks, Even if Covid Is Snarling Travel Investors in airline, hotel, and cruise stocks are looking past the current Omicron-fueled mayhem to a recovery in traffic, bookings, and business trips
By LAWRENCE C. STRAUSS
T
ravel companies faced myriad challenges as 2021 drew to a close, with the combo of a Covid-19 surge and bad weather prompting thousands of flight cancellations. Still, many travel stocks have done well of late on expectations that the Omicron variant of the coronavirus will be tamed in 2022. If so, the stocks could see further gains, particularly with the return of business travel. Shares of cruise operator Carnival (ticker: CCL) rose 14% from Dec. 17 through this past Tuesday, compared with a 4% gain in the S&P 500 index over the same stretch. Marriott International (MAR) was up 11%, and Delta Air Lines (DAL), about 8%, “As the virus is going through the general population, the same is true for airline crews,” said Helane Becker, an airline analyst at Cowen. Becker, who is upbeat about the industry’s 2022 prospects, noted that recent flight cancellations, though burdensome, were less prevalent than in some prior years. In 2013, holiday-season cancellations of domestic flights and inbound and outbound international flights totaled nearly 10,000, mostly due to weather issues. Cancellations during this year’s Christmas weekend, including Dec. 27, totaled roughly 4,000, according to Becker. Cruise stocks have done well in December, despite Covid outbreaks on ships. On Thursday, the Centers for Disease Control and Prevention raised its Covid-19 warning level for cruise ships to four, the maximum, and told the public to avoid cruise travel, “regardless of vaccination status.” The Cruise Lines International Association called the CDC’s warning “perplexing,” given that Covid cases on cruise ships represent a “very slim minority of
the total population on board—far fewer than on land.” For cruise-stock investors, tracking Omicron’s impact on bookings will be key. Cruise lines are now in the “wave season,” when travelers typically book trips for the spring and summer. Royal Caribbean told investors on Thursday that it saw a drop in bookings and increased cancellations after Black Friday, when the world first learned of Omicron, but “to a lesser degree than that experienced with the Delta variant.” Business travel is another wild card, particularly for certain hotel chains and airlines. Because it falls off during the holiday season, gauging the precise impact that Omicron is having is difficult. Business travel will also hinge on how quickly offices reopen and workers return. In a recent note, Becker wrote that she expects business travel to come back two to four weeks after people return to the office, and that “we’ll be within 80% of prepandemic levels by year-end 2022.” B
Recent departure board at Hartsfield-Jackson Atlanta International Airport
Elijah Nouvelage/Bloomberg
10
January 3, 2022
BARRON’S
11
Chip Stocks On the Cheap, Even in a Boom Semiconductors have been red hot amid a global shortage. Here are some less expensive alternatives.
N
Illustration by Michael Glenwood
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By CONNOR SMITH
early every manufacturer in the world—from cars and trucks to refrigerators and videogame consoles— has desperately sought semiconductors. And investors have wanted semiconductor stocks as a result. That intense global demand for chips could weaken next year as the pandemic eases and supply chains catch up from shortages. While the timing is still a matter of debate, 2021’s run-up in semiconductor stocks makes it an opportune moment to shed the most expensive names and seek out cheaper alternatives. For the year to date, the PHLX Semiconductor Index, or SOX, is up 43%, handily outpacing the Nasdaq Composite’s 23% gain. The SOX is now trading at 7.9 times estimated next 12 months sales—more than double its historical 10-year average. Barron’s looked for the cheapest stocks among the 30 constituents of the SOX, based on price to estimated 2022 earnings. Memory chip firm Micron Technology (ticker: MU) is the cheapest chip stock in the pack, trading at 9.9 times forward earnings. On Dec. 20, the company reported strong results and released a better-than-expected current forecast. The stock, at a recent $94, has returned 28% so far this year. Chip product-packaging and testservices provider Amkor Technology (AMKR) comes in second, trading at 10 times 2022 earnings estimates. Now around $24, the mid-cap chip stock has returned 65% in 2021. Qorvo (QRVO) and Skyworks
Intel’s problems have “been building for 10 years. And it’s going to take five to 10 years to fix it.” Stacy Rasgon, analyst at Bernstein
Solutions (SWKS), both suppliers for Apple (AAPL), trade at 13 and 13.5 times forward earnings, respectively. Both have lagged behind their peers: Qorvo, at $157, is down 6% in 2021, while Skyworks, at $156, is up 3%. The fifth-cheapest stock is Intel (INTC), once the dominant power in the industry. The stock, at a recent $52,
is up 4% on the year. Barron’s argued in a cover story in November 2020 that the company was ripe for a comeback. Yet Bernstein analyst Stacy Rasgon says Intel is an example of a cheap but not necessarily attractive stock. CEO Pat Gelsinger may be investing billions of dollars in a turnaround effort, but the analyst is bearish.
Cheap Chips The 14 lowest price to 2022 estimated earnings ratios in the PHLX Semiconductor Sector index Company / Ticker
Forward P/E
Micron Technology / MU
9.9
Amkor Technology / AMKR Qorvo / QRVO
Market Value (bil)
YTD Total Return
$107.7
28.1%
10.0
6.1
65.7
13.0
17.3
-5.6
Skyworks Solutions / SWKS
13.5
25.9
3.6
Intel / INTC
14.5
210.8
6.7
Qualcomm / QCOM
17.7
208.5
24.5
Microchip / MCHP
18.3
49.0
29.2
II-VI / IIVI
18.5
7.3
-8.9
NXP Semiconductors/ NXPI
19.3
61.3
46.6
Applied Materials / AMAT
19.6
143.0
87.8
KLA / KLAC
20.0
66.0
70.0
ON Semiconductor / ON
20.2
29.7
110.6
Broadcom / AVGO
20.3
277.7
58.1
Lam Research / LRCX
20.7
102.3
55.3 Source: Bloomberg
“He’s trying to fix 10 years of sin,” Rasgon says: “These are problems that didn’t just show up last quarter; they’ve been building for 10 years. And it’s going to take five to 10 years to fix it.” Instead, Rasgon likes Qualcomm (QCOM) and Broadcom (AVGO), as well as semiconductor equipment makers Applied Materials (AMAT) and Lam Research (LRCX). All four also made our bargain-bin cut. What’s on the high-end shelf? That would be Nvidia (NVDA), the best performer year to date in the Sox, returning roughly 130%. At a recent $300, Nvida trades at an eye-popping 60 times estimated 2022 earnings. Rasgon acknowledges that the stock appears expensive. But he says he still recommends the shares because in tech, a high price/earnings ratio isn’t necessarily a reason to sell a stock. The analyst sees Nvida continuing to monetize and expand its software offerings, while benefiting from growing interest in the metaverse. He has an Outperform rating and a $360 price target on the stock. While questions persist about the outlook for global chip demand, there are still semiconductor stocks that stand to benefit. B
12
BARRON’S
January 3, 2022
Graham Is a ‘Mishmash.’ But Its Stock Has Appeal. The mini-conglomerate controlled by the family that owned the Washington Post for years has a strong balance sheet and trades for well below its breakup value
By ANDREW BARY
T
he Graham family has had ties to Warren Buffett for more than four decades. Graham Holdings, the family’s conglomerate, amounts to a small-scale version of Buffett’s Berkshire Hathaway, with a large group of unrelated businesses and a strong balance sheet. Graham Holdings (ticker: GHC) was known as the Washington Post Co. until it sold the flagship newspaper to Jeff Bezos for $250 million in 2013. Despite its prominent heritage, Graham is little-followed by Wall Street. “You don’t get more low-profile than Graham Holdings,” says Craig
Huber of Huber Research Partners, one of the few analysts following the stock, citing the company’s lack of quarterly conference calls and limited investor-relations efforts. That’s a missed opportunity, because the thinly traded stock, at around $590, looks cheap relative to the estimated value of the company’s assets. They include valuable local TV stations, the Kaplan education business, manufacturing and healthcare operations, several auto dealerships, and restaurants in the Washington, D.C., area such as the historic Old Ebbitt Grill, which was the highestgrossing eatery in the capital before the pandemic. “What Graham is trying to do is recreate a small Berkshire Hathaway
and leave the management teams in place to run the businesses,” Huber says. “Investors get frustrated because they don’t understand how it all fits together.” The analyst has an Overweight rating and a $730 price target on the stock. Graham trades well below its book value of about $800 a share. Barron’s wrote favorably about the company in July 2020, when it traded around $360 a share. The shares are up about 10% this year, but are unchanged since the spring of 2017. On a sum of its parts, Graham could be worth over $1,100 a share based on an analysis we made with help from an institutional holder.
Graham Holdings Estimate of what the various parts of Graham could be worth on their own. Total Value (mil)
Value Per Share
Kaplan $1,600 TV stations 1,500 Healthcare 500 Manufacturing 500 Other Businesses 700 Corporate Overhead -650 Stocks, Net Cash, 400 Other Assets* Pension surplus 1,100 (Tax-adjusted) TOTAL $5,650
$323 303 101 101 141 -131
$800
81
400
Business
RECENT PRICE *Equity holdings adjusted for taxes
GHC / NYSE
600
222 $1,141 $587.52
200 ’19
’20
’21
Sources: Barron’s estimate; FactSet
A spinoff of its local TV stations would go a long way toward unlocking value. With lucrative network affiliates in Houston; Orlando, Fla., and Detroit, that business could be worth $1.5 billion or more, roughly half the company’s current market value. And there is a precedent: Graham jettisoned its cable TV operations in 2015 to holders as Cable One (CABO), whose stock has more than quadrupled since then. “Graham trades for around half of my conservative estimate of NAV [net asset value], which is about as cheap as I can recall in my decade of following the company,” says Eli Samaha, a managing partner at Madison Avenue Partners, a Graham holder. “This is a surprising discount for such a wellmanaged and shareholder-oriented business. I expect earnings per share to be considerably higher in a few years, as losses at Kaplan and other businesses dissipate and the share count shrinks through repurchases.” The stock trades for a modest 12 times forward earnings. Graham’s earnings are expected to rise 33% in 2022, to $48.25 a share, helped by increased political advertising at the TV stations and lower losses at some of Kaplan’s international businesses.
T
he company was run from 1991 to 2015 by CEO Don Graham, whose mother, Katharine Graham, held various executive roles at the Post for decades before her death in 2001. The company remains a family affair. Current CEO Tim O’Shaughnessy, 40, is the husband of Don Graham’s daughter, Laura. Graham Holdings has an excellent balance sheet, with $400 million of net cash and investments, and a heavily overfunded pension plan with a surplus of more than $2 billion. It isn’t easy to monetize a pension surplus without big penalties, given federal rules, but the company continues to explore ways to do so. The overfunded pension plan reflects advice from Buffett to Katharine Graham decades ago that the Post should weight its assets heavily toward stocks. The bulk of the assets have long been run by Ruane, Cunniff & Goldfarb and First Manhattan, which both have had ties to the 91year-old Buffett. First Manhattan’s founder, David “Sandy” Gottesman, 95, sits on the board of Berkshire
Illustration by Daniel Downey
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S I Z I N G U P S M A LL- CA P S
January 3, 2022
13
BARRON’S
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S M A LL- CA P S
Hathaway (BRK.A). Kaplan includes a U.S. test-prep business; online university Purdue Global, in partnership with Purdue University; and international operations, including programs teaching English as a second language. So why does the stock trade so cheaply? Graham doesn’t talk much with Wall Street, and it has little analyst coverage. (Its CEO was unavailable to talk with Barron’s.) The family controls the company through a nonpublic, supervoting stock, making a takeover or activist involvement unlikely. “We believe there is a substantial delta between our share price and our view of intrinsic value,” CEO O’Shaughnessy said in a presentation for Graham Holdings’ annual investor day in early December. “If that gap persists,” he added, “we are likely to continue to be a buyer” of the stock. The company, however, slowed its stock repurchases in 2021, buying $22 million of stock in the year’s first nine months, down from $123 million in the corresponding 2020 period. Graham Holdings continues to add to its mix of businesses, paying $323 million for Leaf Group, a consumer internet company, in June. Recently, it bought a Virginia Ford dealership for an undisclosed price. With the stock trading so cheaply, buybacks should arguably be a bigger priority than adding businesses to an already complex mix. A larger dividend also would help — the current yield is just 1%. In a November note, Huber wrote that Graham Holdings is valued at less than four times its annual earnings before interest, taxes, depreciation, and amortization, or Ebitda, using an average of 2022 and 2023 Ebitda, about a third the market multiple. He uses a 2022/2023 average because the company’s TV business tends to do better in major election years, such as 2022, because of political advertising. “These various valuation metrics are too attractive to ignore, and we think there is minimal downside risk in the stock,” Huber wrote. His price target of $730 on the stock reflects a 20% conglomerate discount applied to a “mishmash of assets that admittedly make little sense to us to be together.” In a richly valued market, Graham Holdings is an inexpensive, asset-rich company with a potential catalyst in the spinoff of its TV business. B
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BARRON’S
Florida’s Sunny Outlook Draws Financial Firms It’s not just for retirees anymore: Florida is attracting more and more wealthy people, and their advisors. Business owners especially benefit from the Sunshine State’s lack of income and capital-gains taxes.
By ANDREW WELSCH
W
hen Atlanta-based Homrich Berg opened its first office outside Georgia in its 32-year history, the state the registered investment advisory chose was no surprise: Florida. “Jacksonville, Orlando, Sarasota— you can name any market in Florida,
and it’s one wealth managers want to be in,” says Thomas Carroll, president of the firm, which manages more than $9 billion and is among Barron’s top-ranked RIAs. Homrich Berg set up shop in Palm Beach, where it staffed its new office with a three-advisor team that previously had managed more than $1.5 billion in assets at GenSpring SunTrust Private Wealth. Homrich Berg isn’t the only finan-
cial firm eyeing opportunities in the Sunshine State. Florida’s population—particularly in the Miami, Orlando, and Tampa metro areas—has mushroomed, topping 21 million in 2020, a 14.6% increase over 2010’s total and nearly twice the nation’s growth rate of 7.4%, according to the U.S. Census Bureau. While Florida is known for its retirement communities, it’s not just senior citizens that are moving
January 3, 2022
in; wealthy people and financial services firms are decamping for a state that boasts a lot of sunshine, beaches, and low taxes. (Florida does not have income or capital-gains taxes, and lower-than-average property taxes.) Wealth managers have followed suit, opening satellite offices, expanding existing branches, and even relocating headquarters to the state. Among those that have been moving into, or expanding in, Florida: Merrill Lynch, CI Financial, and Dynasty Financial Partners.
“Little Old Ladies” Some longtime Florida-based advisors say they’ve noticed a shift in client demographics. “When I was coming up in the industry, our marketplace was little old ladies in retirement. Most were from the Midwest,” says Matt Kilgroe, an advisor since 1991 and CEO of Cyndeo Wealth Partners, an independent firm based in St. Petersburg. Kilgroe, whose firm has more than $1 billion in assets, says the local wealth management marketplace has changed dramatically. “The number of clients I had in my first 10 years of
“You can name any market in Florida, and it’s one wealth managers want to be in.” Thomas Carroll, Homrich Berg
Illustration by Alonso Guzmán Barone
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14
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January 3, 2022
business who were still working was probably 15%. Today, that number is closer to 60%. You’ve had a whole transformation of what an advisor’s book looks like in St. Petersburg,” Kilgroe observes. The state has long been home to advisors catering to retirees, as well as Raymond James Financial, which fields thousands of advisors across the country and is headquartered in St. Petersburg. More recently, the number of advisory firms headquartered in Florida has been increasing. About 5% of registered investment advisory firms moved their headquarters to the state from April 2020 to April 2021, according to research from SmartAsset, which examined RIAs’ regulatory filings with the Securities and Exchange Commission. The majority of movers nationwide were small firms, with less than $10 billion in assets under management, according to SmartAsset. Some of that nationwide movement was Covid-related, and not all of it was in Florida’s direction. Connecticut was a big winner of registered investment advisors relocating, while New York City was a big loser, experiencing the largest decrease in the number of RIAs headquartered there from 2020 to 2021, according to SmartAsset. Technology has played a key role in these shifts. “A lot of clients really prefer the remote style,” says Josh Strange, an independent advisor who moved to central Florida from northern Virginia in 2021. Strange, who runs Good Life Financial Advisors of NOVA, says he made the move in order to be closer to his family. He has flown back to Virginia for client meetings. Of the roughly 140 households he serves, about 70% of them remain in Virginia, he says. “It has been a good business move,” Strange says. “It’s harder if you’re just starting out, but if you have an established practice and you’ve done well for your clients, then I don’t think it’s an issue at all. What’s a $300 plane ticket to land a million-dollar prospect?” Florida’s low tax environment isn’t just a draw for clients, says Shirl Penney, CEO of St. Petersburg–based Dynasty Financial Partners. “When you decide to sell your RIA [business], do you want to be in a state that has no capital-gains tax?” Penney asks.
15
BARRON’S
Florida Heats Up Financial advisors and their clients are heading to the Sunshine State in droves. Florida’s population growth in 2020 was 14.6%, nearly twice the national rate of 7.4%
14.6%
Florida’s Population Growth, 1980-2020
1980
Population: 9.7 million
1990
12.9 mil
Growth rate since 2010:
2000 15.9 mil
2010
18.8 mil
2020
21.5 mil
Source: U.S. Census Bureau
Penney moved his company, which provides RIAs with technology and other services, to St. Petersburg from New York in 2019. The area has the right talent mix and business ecosystem, he says, pointing to other major firms in the area, such as Raymond James Financial and Cathie Wood’s ARK Invest. “We wanted to position the business to accelerate investment in technology and other things by lowering the fixed costs of the business,” he says.
On the Move
Newcomers The portion of RIA firms moving to Florida in the 12 months through April 2021:
5% Most firms on the move are relatively small, with assets of less than $10 billion, according to SmartAsset.
While some independent advisors are relocating to the state, larger wealth management firms are making moves of their own. Bank of America’s Merrill Lynch is expanding its operations there, hiring more staff members and managers. The wirehouse has been picking up clients in the state—4,000 households since the beginning of the year. Several factors make Florida an attractive destination for high-networth and ultrahigh-net-worth clients, says Josh Moody, who oversees Merrill Private Wealth Management in Florida, the firm’s unit that caters to ultrawealthy clients. “You’re seeing people who are planning to sell their family business migrate to Florida. Plus, with the population growth, which has been immense, you’re seeing companies come in and try to attract those folks. So, it’s not just retirees,” says Moody, who has been with Merrill Lynch for 23 years, and has worked in Florida since 2007.
When CI Financial, a fast-growing Canadian wealth and asset manager, decided to open a new U.S. headquarters, “Miami came to the top of the list,” says CEO Kurt MacAlpine, whose company will occupy a newly built, 25,000-square foot office space next year. The Toronto-based firm considered several locations, including Dallas, but Miami stood out for its population gains, its popularity with Canadian snowbirds, and the growing number of financial-services organizations calling the city home, says MacAlpine, pointing to venture capital, crypto, and alternative investments firms. “Part of our strategic plan is to get deeper into alts, as our high-networth and ultrahigh-net-worth business grows. So, when you think about pockets of talent—what we are focused on—[then] Miami seems to be lining up really well,” MacAlpine says.
Headwinds Of course, factors such as climate change could imperil the state’s appeal. And the run-up in real estate prices may cause some Americans on the move to look elsewhere, which would complicate wealth management firms’ expansion efforts. It’s even causing some Floridians in the Miami area to look for cheaper housing elsewhere in the state. “It’s on fire down there,” says Homrich Berg’s Carroll. “You would think that with more firms embracing a work-from-home culture, commercial real estate would not be diffi-
cult, but we ran an exhaustive search in Palm Beach County, and there were very few places that we wanted to be in and that had availability.” Homrich Berg’s staff is occupying a temporary space while it sets up its new office. “It’s a six-to-eight month buildout of our permanent space. It depends on how supply chains move, but we hope to be there in the middle of next summer.” When Dynasty Financial was looking to relocate from New York in 2019, it considered Miami, but decided it wasn’t worth it. “The cost of real estate was almost as high as New York,” says CEO Penney. Dynasty and about 85 employees eventually moved into a 17,000square-foot office in St. Petersburg. The cost of real estate is about 60% lower than what Dynasty paid for its previous location in Manhattan’s Midtown West, says CEO Penney. Finding the right talent to expand in Florida can also be challenging, executives say. It took Homrich Berg about a year to assemble the team for its new Palm Beach office, according to Carroll. “It takes a while to get talented individuals to make a change,” he says. “There was a lot of due diligence that they wanted to do, and a lot for us.” Geneva-based Brainvest Wealth Management, which oversees $3 billion for American and international clients, opened its first U.S. location about five years ago—in Miami. The office has seven staff members, and founding partner Dany Roizman would like to hire more, but has had trouble landing employees with the right skill set, he says. The firm is bringing over an employee from Switzerland to Florida. But the challenge may ease with time and population growth, he says. “The more people you have, it means you can attract more and better talent. We’re seeing this now in Miami, and it wasn’t the case five years ago,” says Roizman, whose firm recently sold a minority stake to Merchant Investment Management to fuel its expansion efforts. Although advisors can meet with clients remotely, there’s still value in having an in-person presence, says Homrich Berg’s Carroll. “We can serve clients from Atlanta, and we have been doing that for a long time, but it’s certainly impactful when people can experience your brand in person,” he says. B
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16
BARRON’S
THE BEST YIELD PLAYS FOR 2022
Energy pipelines, U.S. and foreign dividend stocks, telecoms, and utilities are among our best ideas for income for the new year, when bond yields are expected to remain low By ANDREW BARY Illustration by PETER CROWTHER
January 3, 2022
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BARRON’S
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T
he bond market has few friends these days. Given bonds’ stubbornly low yields, analysts and advisors have urged investors to reconsider the traditional 60/40 blend of stocks and bonds in a portfolio. The “bond king” himself, Bill Gross, has called bonds “garbage.” Jim Grant, a Barron’s alumnus and publisher of Grant’s Interest Rate Observer, has said that bonds offer “return-free risk.” So what’s an income-seeking investor to do? Broaden your focus to stocks and more equity-like areas of fixed-income markets, such as convertible securities and junk debt. Sure, that involves some risk, but traditional areas of the bond market— Treasuries, high-grade corporate bonds, and municipal bonds—are themselves full of danger, given depressed yields in the 1% to 3% range and near-record negative real rates with inflation running at 6%. “Negative real interest rates have increased the importance of dividends in income-seeking portfolios,” wrote Joe Fiorica, Citi Private Bank’s head of global equities strategy, and Mark Mitchell, co-head of global equities at Citi Investment Management, in the bank’s 2022 outlook. Citi sees bonds globally returning negative 1% to zero in 2022. It wouldn’t take a big rise in rates to generate negative returns on most bonds. The 30-year Treasury, now yielding just 1.9%, would drop 20% in price if rates rise a percentage point. That is a real danger in 2022, when the Federal Reserve is widely expected to start lifting short-term interest rates. And things could get ugly if anything like recent inflation persists. That could force the Fed to tighten more aggressively and send bond yields up sharply. Bonds are already coming off a mediocre year. The broad iShares Core U.S. Aggregate Bond exchange-traded fund (ticker: AGG) returned negative 2%, and Treasuries had negative returns. The bull case for bonds is that inflation will ebb and structural demand from pension funds, other institutional investors, and retirees will keep yields low and real rates negative for years. Treasuries and most municipals
Below, an employee working at a Dow chemical plant in Zhangjiagang in eastern China. Dow is among the highest-yielding stocks in the Dow Jones Industrial Average.
yield 2% or less, while junk bonds yield an average of 5%, and debt-like preferred stock, 3% to 4%. Convertible securities, which are coming off a lackluster 2021, yield an average of 2% and offer some of the security of bonds and the upside of stocks. High-yield pockets in the stock market include energy pipeline companies, with dividends as high as 9%, and telecommunications operators AT&T (T) and Verizon Communications (VZ) at 5% to 6%. (We’re using AT&T’s likely dividend after it combines its WarnerMedia business with Discovery [DISCA].) Drugmakers offer yields around 3% to 4%, as do electric utilities and real estate investment trusts. Laggard overseas stock markets are another source of yield, given that most big companies outside the U.S. tend to favor dividends over stock buybacks. This is Barron’s 10th annual assessment of income-producing areas of the stock and bond markets. We had some good calls for 2021, favoring pipeline companies, REITs, and electric utili-
January 3, 2022
ties, while de-emphasizing bonds. For 2022, we have ranked 12 sectors of the stock and bond markets in order of their appeal.
ENERGY PIPELINES The sector rebounded in 2021 after getting walloped in 2020, but it remains inexpensive and offers some of the highest yields in the stock market. Like anything energy-related, pipeline valuations suffer from investor concerns about the long-term viability of the industry. But the so-called midstream industry remains vital. Industry leaders like Williams Cos. (WMB), Kinder Morgan (KMI), Enterprise Products Partners (EPD), and Magellan Midstream Partners (MMP) yield 6% to 9%. “Midstream is on sale again,” says Greg Reid, the president of Salient Partners, which runs funds that invest in pipelines. “The fundamentals are strong. Volumes should grow next year.” The sector is down about 15% from its October high, as energy prices have
pulled back. “The industry is getting balance sheets in order and offering doubledigit free-cash-flow yields,” says Rob Thummel, a portfolio manager at Tortoise Capital Advisors. Pipeline operators like MPLX (MPLX) and Magellan are buying back stock, which used to be rare as companies strained to pay large dividends and fund capital expenditures. The industry remains largely insulated from energy price moves since revenue is mostly fee-based. Pipeline operators are also seeking to transport hydrogen and participate in carbon capture. Some investors prefer pipelines structured as corporations, like Williams and Kinder Morgan, while others don’t mind partnerships like Energy Transfer (ET) and Enterprise that generate cumbersome K-1 tax forms. The Alerian MLP ETF (AMLP) trades around $32 and yields almost 9%. A number of closed-end funds trade for double-digit discounts to net asset value. The Tortoise Energy
Xinhua/Ren Long/Getty Images
18
January 3, 2022
Infrastructure fund (TYG) yields 6.5% and trades around $27, a 20% discount to its NAV. The Salient Midsteam & MLP fund (SMM) trades around $6.80, yields 5%, and trades at an 11% discount to its NAV.
BARRON’S
Where the Yields Are Here’s how the income-producing areas of the stock and bond markets stack up. RECENT PRICE
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in 2021, as higher-yielding groups like financials and energy had a good year. Among the major market sectors, the drug industry offers some of the best yields. Merck (MRK), Amgen (AMGN), Bristol Myers Squibb (BMY), and AbbVie (ABBV) have yields of 3% or more and price/earnings ratios for 2022 averaging close to 10, roughly half of the market multiple. The SPDR Dow Jones Industrial Average Trust ETF (DIA) yields 1.6%, and investors can also select from the so-called Dogs of the Dow, which are the index’s highest yielders. They include IBM (IBM) and chemicals producer Dow (DOW) at 5%, Walgreens Boots Alliance (WBA) at almost 4%, and Intel (INTC) and Coca-Cola (KO) at nearly 3%. There are plenty of dividendoriented funds and ETFs. The Vanguard High Dividend Yield ETF (VYM) is one of the biggest and weighted toward the largest dividendpayers in the S&P 500 index, like JPMorgan Chase (JPM) and Johnson & Johnson (JNJ). The smaller Schwab U.S. Dividend Equity ETF (SCHD) has handily topped the Vanguard ETF over the past five years using a similar approach. Among its largest holdings are Cisco Systems (CSCO) and Pfizer (PFE). Both ETFs have yields of close to 3%. The ProShares S&P 500 Dividend Aristocrats (NOBL), which holds companies that have a record of 25 consecutive years of dividend increases, yields about 2%.
OVERSEAS DIVIDEND STOCKS International markets had another tough year, compared with the U.S. The broad iShares Core MSCI EAFE ETF (IEFA) returned about 12%, some 17 percentage points behind the S&P 500. Hurt by a selloff in Chinese stocks, emerging markets did even worse. The Vanguard FTSE Emerging Markets ETF (VWO) is essentially flat in 2021. Broad international ETFs offer about double the yield of the S&P 500, with the iShares EAFA ETF yielding
YTD RETURN
YIELD
ENERGY PIPELINES Alerian MLP / AMLP
U.S. DIVIDEND STOCKS Broad U.S. dividend strategies paid off
19
$32.13
36.4%
8.7%
Tortoise Energy Infrastructure / TYG
27.63
45.3
6.5
Enterprise Products Partners / EPD
21.58
19.3
8.3
25.7%
2.8%
29.4
2.8
U.S. DIVIDEND STOCKS Vanguard HIgh Dividend Yield / VYM
$111.69
Schwab U.S. Dividend Equity / SCHD
80.54
OVERSEAS DIVIDEND STOCKS iShares Core MSCI EAFE / IEFA
$74.86
11.8%
3.2%
Vanguard FTSE Europe / VGK
68.37
17.1
3.0
Vanguard FTSE Emerging Markets / VWO
49.34
1.1
2.6
TELECOMS AT&T / T Verizon Communications / VZ
$24.78 52.68
-7.4%
8.3%
-6.3
4.8
15.2%
2.8%
ELECTRIC UTILITIES Utilities Select Sector SPDR / XLU
$70.06
Reaves Utility Income / UTG
34.50
11.7
6.6
Dominion Energy / D
77.43
6.5
3.2
REAL ESTATE INVESTMENT TRUSTS Vanguard Real Estate / VNQ
$114.00
38.1%
2.6%
Simon Property Group / SPG
158.43
94.1
4.2
24.79
56.3
3.9
Brixmor Property Group / BRX
CONVERTIBLE BONDS SPDR Bloomberg Convertible Securities / CWB Columbia Convertible Securities / PACIX
$83.29 25.59
2.6%
2.0%
4.5
0.9
4.0%
4.0%
JUNK BONDS iShares iBoxx High Yield Corporate Bond / HYG T. Rowe Price Floating Rate / PRFRX AMC Entertainment 10% due 2026
$87.25 9.54
4.4
3.9
97.60
389.1
10.7
PREFERRED STOCK iShares Preferred & Income Securities / PFF Nuveen Preferred & Income Opportunities / JPC JPMorgan Chase 4.2% / JPM Pr MM
$39.03
6.0%
4.5%
9.54
7.3
6.7
25.30
3.3*
4.1
$25.86
3.7%
2.9%
TAX-EXEMPT MUNICIPALS BlackRock Municipal 2030 Target Term Trust / BTT iShares National Muni Bond / MUB Vanguard Intermediate-Term Tax-Exempt / VWITX
116.43
1.1
1.8
14.72
1.1
2.1
TAXABLE MUNICIPALS BlackRock Taxable Municipal Bond Trust / BBN
2.6%
5.5%
Invesco Taxable Municipal Bond / BAB
$26.29 32.90
0.8
2.6
Nuveen Taxable Municipal Income / NBB
22.56
0.3
5.8
TREASURIES iShares 7-10 Year Treasury Bond / IEF
$115.36
iShares 20+ Year Treasury Bond / TLT
148.88
-4.2
1.5
iShares TIPS Bond / TIP
128.66
5.2
4.3
Note: Data through Dec. 27. *Return since issuance in July
-3.0%
0.8%
Source: Bloomberg
3.2%. The Vanguard emerging markets ETF and iShares Core MSCI Emerging Markets ETF (IEMG) carry dividends of about 3%. The Vanguard FTSE Europe ETF (VGK) yields 3% Among overseas stocks, Royal Dutch Shell (RDS.B) yields 3.7%; AstraZeneca (AZN), 2.4%; Unilever (UL), 3.8%; Toyota Motor (TM), 3.5%; and Nestlé (NESN.Switzerland), 2%.
TELECOM Warren Buffett’s contrarian bet on the telecom sector hasn’t yet paid off, as Verizon has fallen 10% this year. Berkshire Hathaway (BRK.A) owns about $8 billion of Verizon. Still, the 91-year-old investor may be on to something, as the sector looks increasingly appealing. Valuations have rarely been lower. Verizon, at about $53, yields 4.8% and trades at 10 times projected 2022 earnings. AT&T trades at $25 and yields 8.3%. AT&T should carry a roughly 6% yield after it merges its WarnerMedia business with Discovery, a deal expected to close midyear.
UTILITIES The buildout of wind and solar generation and heavy investment in the electric grid could mean a solid decade of returns, as regulators allow utilities to earn a roughly 10% return on that investment. “Utilities offer a way to play the energy transition,” says John Bartlett, president of Reaves Asset Management. “Earnings can grow at 5% to 7% annually, and yields are around 3%.” That could translate into yearly total returns of close to 10%. Bartlett’s firm runs Reaves Utility Income (UTG), a $2 billion closed-end fund yielding almost 7% and trading around $34, close to its NAV. The yield reflects capital gains in addition to income. The sector is coming off a respectable 2021, when the biggest ETF, Utilities Select Sector SPDR (XLU), returned 15%. It yields 2.8%. Regulated utilities trade for an average of about 20 times projected 2022 earnings, in line with the market multiple. Barron’s has written favorably on Dominion Energy (D), a Virginia utility that plans big wind farms offshore in the Atlantic Ocean. Reaves is partial to Entergy (ETR), a turnaround story yielding 3.7%. He also
likes CMS Energy (CMS) and Xcel Energy (XEL), which are viewed as high-quality companies, yielding under 3%.
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REAL ESTATE INVESTMENT TRUSTS
The industry had one of its best years ever in 2021, returning 38% based on the $49 billion Vanguard Real Estate fund (VNQ), the largest REIT ETF. It now yields 2.6%. In 2022, REIT funds from operations, an important measure of cash flow, are expected to grow nearly 10%. Industrial REITs have thrived, thanks to booming e-commerce sales. Apartment REITs like Equity Residential (EQR) and AvalonBay Communities (AVB) were also strong in 2021, as apartment demand rose and rents surged. “Rent growth is tremendous in industrial because of a lack of supply, and demand for space” near heavily populated areas, says Piper Sandler analyst Alex Goldfarb, who likes EastGroup Properties (EGP) and Terreno Realty (TRNO), both yielding under 2%. “Retail has gone from pariah to prima donna,” Goldfarb adds. Mall leader Simon Property Group (SPG) yields 4.2% and trades for a reasonable 13 times projected 2022 funds from operations. Mall traffic is back, and Simon has ample free cash flow. Goldfarb also likes owners of strip malls like SITE Centers (SITC), yielding 3.1%, and Brixmor Property Group (BRX), yielding 4%. New York City office REITs Vornado Realty Trust (VNO) and SL Green Realty (SLG) amount to contrarian plays, yielding over 5%. If Omicron fades and workers stream back to Manhattan, these stocks could pop.
CONVERTIBLE BONDS After a superb 2020, when the sector returned 46%, convertibles are up about 6% in 2021 as measured by the ICE BofA U.S. Convertibles index. The $340 billion market is dominated by mid-cap growth companies. During 2020, it received an influx of issuance from pandemic-hit industries like cruise lines and airlines. “I can’t say income investors should pile in for income, but the total-return
BARRON’S
How We Did in 2021
Pipeline companies, real estate investment trusts, and dividend stocks outperformed bonds last year. 2021 RANK
INCOME SECTOR / BENCHMARK
2021 RETURN*
1
Energy Pipelines / AMLP
2
U.S. Dividend Stocks / VYM
25.7
3
Overseas Dividend Stocks / IEFA
11.8
4
Electric Utilities / XLU
15.2
5
REITs / VNQ
38.1
6
Telecom Stocks / VZ
-6.3
7
Convertibles / CWB
2.6
8
Junk Bonds / HYG
4.0
9
Tax-exempt Municipals / MUB
1.1
10
Taxable Municipals / BAB
0.8
11
Preferred Stock / PFF
6.0
12
Treasuries / IEF
-3.0
*YTD returns through Dec. 27
Below, an office building developed by Vornado Realty Trust near Astor Place in Manhattan that’s home to Verizon, Facebook, and others. REITs like Vornado are a bet on the return to the workplace.
36.4%
Source: Bloomberg
profile has improved a lot after a year” of mediocre performance, says David King, manager of the Columbia Convertible Securities fund (PACIX). Convertibles on average yield about 2%. King is partial to Norwegian Cruise Line Holdings’ (NCLH) 1.125% issue due in 2027 sold in
January 3, 2022
November that trades around $96 (96 cents on the dollar) for a 2% yield, and Royal Caribbean Group’s (RCL) 4.25% due in 2023 that fetches a premium at $128. They offer lower-risk ways to play the volatile cruise industry, which could have a good 2022 if the Omicron variant subsides in the coming months. The largest ETF is SPDR Bloomberg Convertible Securities (CWB), trading around $83 for a 2% yield after returning close to zero in 2021.
JUNK BONDS While yields are historically low, at an average of 5%, the junk-bond market has probably never been in better shape. “It’s an ideal environment,” says Mark Vaselkiv, chief investment officer for fixed income at T. Rowe Price. “There will be almost no defaults next year. Companies have fixed their balance sheets, and the economy remains strong. Demand should be high because investors need income.” Defaults during 2021 ran at less than 1%. The credit quality of the sector is strong, with half of the market carrying at least one double-B rating, the highest junk mark. That is the highest percentage ever. Junk bonds returned about 5% in 2021. Energy stood out, with returns in the low-double digits. Vaselkiv sees
similar performance in 2022. “There really is no other game in town in fixed income,” he says. Returns could be capped because most bonds trade at premiums to face value, limiting upside. The largest junk-bond ETF, the $21 billion iShares iBoxx $ High Yield Corporate Bond (HYG), has returned about 4% in 2021. An alternative, VanEck Fallen Angel High Yield Bond (ANGL), has generated better returns, at 8% annually over the past five years, against 5% for the iShares ETF. Vaselkiv is partial to bank-loan funds, which could benefit from higher rates in 2022. The T. Rowe Price Floating Rate fund (PRFRX) yields about 4%. The junk market has come under some pressure lately, particularly bonds with low, triple-C ratings. AMC Entertainment Holdings (AMC) has many junk issues outstanding, including a 10% issue due in 2026 trading around $97 for a 11% yield. The AMC debt offers a lower-risk way to play the movie theater chain’s prospects than its speculative shares.
PREFERRED STOCK Many individual investors like preferred stock because of its tax benefits, secure dividends, and liquidity, since most issues are traded on the New York Stock Exchange. Yields on new preferred securities are now around 4%, while older issues with 5% dividend rates generally yield from 2% to 3%, based on likely redemptions in the coming years. A big drawback with preferreds is that most are perpetual, meaning a lot of potential downside if rates rise. The upside, meanwhile, is limited because preferreds can typically be redeemed or called by the issuer five years after issuance. The largest preferred ETF is the $20 billion iShares Preferred & Income Securities (PFF), trading around $39 and yielding 4.5%. There are also closed-end funds that buy preferreds and bonds: The Nuveen Preferred & Income Opportunities fund (JPC) trades around $9.50, yields 6.7%, and trades at a 2% discount to NAV. Banks are the biggest issuers. JPMorgan Chase’s 4.2% issue (JPM Pr M) and Wells Fargo’s (WFC) 4.25% issue (WFC Pr D) trade close to their face values of $25. Both were issued in 2021.
Noam Galai/Getty Images
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January 3, 2022
BARRON’S
*
MUNICIPAL BONDS Munis, long favored because of their
Joe Raedle/Getty Images (top); Stefan Wermuth/Bloomberg
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
Left, the Norwegian Gem, a cruise ship owned by Norwegian Cruise Line Holdings, moored in Miami. Convertible securities sold by the cruise lines offer investors lower-risk ways to play the volatile industry.
tax benefits, are coming off a decent 2021. The S&P Municipal Bond index returned 1.8%, and long-term bonds and lower-rated bonds like those of Puerto Rico fared even better. “If you’re worried about rising rates, munis should outperform,” says Peter Hayes, the head of the municipal bond group at BlackRock. He cites historical precedence. Hayes warns investors about buying munis maturing in less than 10 years because rates relative to Treasuries are historically unattractive, with five-year, triple-A-rated munis yielding just 0.6% recently, half of the rate on the five-year Treasury. “You don’t see much value until you hit the 10year part of the muni curve,” he says. Many investors favor longer-dated securities that yield in the range of 2% to 3% as well as closed-end funds, which tend to buy that debt and use leverage to enhance their yield. The largest muni closed-end fund is the $4.6 billion Nuveen AMT-Free Quality Municipal Income (NEA), now yielding 4.6% and trading at a 3% discount to NAV. BlackRock Municipal 2030 Target Term Trust (BTT)
yields less at 2.9% but has a windup date in 2030, limiting downside. It trades at a 4% discount to NAV. The largest muni fund is the $89 billion Vanguard IntermediateTerm Tax-Exempt (VWITX). The open-end fund has a current yield of 2.1% and a yield to maturity of 1%, reflecting low yields on munis with
maturities of under 10 years. The iShares National Muni Bond ETF (MUB), a $25 billion fund, trades around $116 after returning 1.1% in 2021 and now yields 1.8%.
TAXABLE MUNIS The $600 billion sector has proved to
Below, Nespresso coffee capsules on the production line at a Nestlé plant in Avenches, Switzerland. Overseas corporate giants like Nestlé offer tempting yields.
21
be a good alternative to corporate bonds and Treasuries. Taxable munis returned about 2% in 2021, against a roughly 2% drop in the Treasury market. “There is a lot of demand globally for taxable munis from Asian and European investors as well from here in the U.S.,” says BlackRock’s Hayes. Interest on in-state bonds typically is exempt from state and local taxes, a benefit relative to corporate bonds. There was about $110 billion of taxable muni issuance in 2021, or 25% of total muni bond sales, and Hayes expects a similar amount of new deals in 2022. He says that yield spreads range from 40 to 90 basis points (a basis point is 1/100th of a percentage point) above U.S. Treasuries depending on credit rating, which is comparable to like-rated corporate bonds. There are a few closed-end funds focused on the sector. BlackRock Taxable Municipal Bond Trust (BBN) and Nuveen Taxable Municipal Income (NBB) both yield more than 5% (reflecting leverage) and trade close to their NAVs. The Invesco Taxable Municipal Bond ETF (BAB) trades around $33 and yields about 2.5%. A recent 30-year bond from the Port Authority of New York and New Jersey, with a coupon of 3.139%, trades around par, or about 1.2 percentage points more than the 30-year Treasury.
TREASURIES The best thing that can be said for Treasuries is that they can act as a hedge during sharp selloffs in the stock market. Treasury yields remain below both current inflation of nearly 7% and expected inflation over the next five years of around 2.8%—based on Treasury inflation-protected securities, or TIPS. The Treasury 10year note yields 1.5%, and the 30-year, 1.9%. ETFs offer a good way to get exposure. They include iShares 7-10 Year Treasury Bond (IEF) and iShares 20+ Year Treasury Bond (TLT). If you’re worried about inflation, consider a TIPS ETF like the $38 billion iShares TIPS Bond (TIP). For bond bears, there’s the ProShares Short 20+ Year Treasury (TBF) or the two-times leveraged ProShares UltraShort 20+ Year Treasury (TBT). B
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BARRON’S
January 3, 2022
F U NDS
Funds need to be extra prudent when evaluating credit risk, since any default can make a meaningful dent in the total return.
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The Best Bond Funds For When the Fed Raises Interest Rates
T
he combination of low yields and high inflation has taken a toll on bond investors this year. This will probably continue in 2022, but there’s still reason to own bonds. With the stock market near a record high, bonds can help support a portfolio if stocks fall. Experienced fund managers can mitigate the negative impact of inflation and rising interest rates by shortening the durations of their holdings, selecting bonds with higher yields, or finding opportunities abroad. Barron’s looked for funds that returned at least an annualized 8% the last time the Federal Reserve raised rates, from 2016 to mid-2019. This turned up a variety of fund styles, so we spoke with managers about how they’re preparing for 2022. As inflation reached 6.8% in the past 12 months, the real yields of many bonds—their nominal yields minus the inflation rate—are now in negative territory, meaning that any investment income will be more than wiped out by the rising cost of living. What’s more, in anticipation of rate hikes next year, short-term interest rates have been rising over the past few months, driving bond prices lower as investors opt for newer issuances with higher yields. This dynamic won’t change soon. Bonds with longer maturities often see their price drop more in response to rising rates because investors in those products would be
By Evie Liu
stuck with the lower yields for longer periods. As a result, one common way to reduce the duration risk—or price sensitivity to interestrate changes—of a fixed-income portfolio is to tilt toward debt with shorter maturities. The $1.1 billion BrandywineGlobal High Yield fund (ticker: BGHAX), for example, has an effective duration of just above three years, compared with the roughly four-year duration of its benchmark index. Similarly, the $3.7 billion Pimco Long-Term Credit Bond fund (PTCIX), which is open only for institutional investors, has been underweight long-maturity bonds with a duration half a year shorter than its benchmark, despite its mandate to generally invest in longterm bonds. Still, even in the face of record-level inflation, the Fed’s rate hikes next year probably won’t be too aggressive, since it wants to avoid a recession, says John McClain, co-manager of the BrandywineGlobal fund. The central bank’s own “dot plot” anticipates that rates will rise to 0.9% by the end of 2022; the futures markets have even
lower expectations, at just 0.75%. That means managers need to reach up the yield ladder for better returns. “If you are well compensated for the credit risk you are bearing, it can offset the negative impact of inflation and increased interest rates,” says Bill Zox, the other co-manager of the BrandywineGlobal fund. For the current cycle, funds need to be extra prudent when evaluating credit risk, since the absolute yields are already low and any default can make a meaningful dent in the total return, says Scott Cottier, who manages the $10.1 billion Invesco Rochester Municipal Opportunities fund (ORNAX), a high-yield municipal-bond fund focused on lower-rated or nonrated credit from smaller, lesser-known borrowers. “You really need to pick the right borrowers that will pay you back,” he says. Zox likes nonbank financial companies such as mortgage originators or consumer-finance providers. Many of them have a healthy balance sheet and a market value that’s eight to 10 times the total debt. But the credit-ratings firms often penalize these issuers for being smaller and newer to the debt market. These bonds can offer high yields of nearly 6%, he told Barron’s: “We find them very attractive.”
A
nother area of opportunity are sectors directly hurt by the pandemic last year, such as travel, gaming, and live events. Many firms in these industries have seen credit downgrades due to business shutdowns and worsened balance sheets. But McClain believes they’ll generate strong cash flows
Here We Go Again These funds performed admirably in 2016 through mid-2019, the last time the Federal Reserve was raising rates.
Fund / Ticker
BrandywineGlobal High Yield / BGHAX Pimco Long-Term Credit Bond / PTCIX Invesco Rochester Municipal Opportunities / ORNAX Note: Data through Dec. 28; *from 01/01/2016 to 07/01/2019
AUM (bil)
$1.1
YTD Return
5.1%
Annualized Return Last Rate-Hike Cycle* Expense Ratio
10.1%
0.92%
3.7
-1.1
9.7
0.59
10.1
6.7
8.7
0.95
Sources: Morningstar; Bloomberg
again in 2022 as the global economy continues to reopen. More important, he notes, because the scars are still so fresh in memory, these companies will probably preserve a lot more liquidity going forward. Mark Kiesel, portfolio manager of the Pimco Long-Term Credit Bond fund, is closely watching the international bond market, especially emerging markets such as Brazil, Mexico, and South Africa, which experienced inflation six to 12 months before the U.S. The central banks of those countries had already entered an aggressive rate-hiking cycle this past year, and that means they’ll probably see a cooler economy and even falling rates in 2022. “We find some of these emerging markets bonds intriguing, because the rates have already gone up a lot,” says Kiesel. To hedge against inflation and higher rates, Kiesel has also been adding floating-rate credits, such as bank loans, and sectors with real assets, such as home builders and lumber suppliers. Invesco’s Cottier also likes the real estate sector, especially muni bonds issued to finance land and infrastructure development—such as sewers, streetlights, and roads— before any residential and commercial properties can be built. These bonds are pretty common in states like Colorado, California, and Florida, he says, and are backed by the property tax paid by the eventual landowners. They can generate yields from 3% to as much as 6%, depending on their size and other conditions. Despite a generally challenging market for bond investors, Kiesel sees some tailwinds in 2022: Since the stock market has gone up a lot, many pension funds now have a significant overweight in equities and might start to seek rebalancing into bonds to keep their allocation balanced. Kiesel expects to see pension funds come into the bond market six months from now, after the Fed starts to taper and raise rates. If he’s right, this buying force could give bond prices a lift despite rising rates. B
January 3, 2022
FUND PROFILE
Putting the Spotlight On India For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
By DEBBIE CARLSON
I
n the world of emerging markets investing, China often dominates. That is no surprise, given that the nation is the group’s largest economy. But Ajay Krishnan, lead portfolio manager for the $415 million Wasatch Emerging Markets Select fund (ticker: WAESX), believes that Indian companies offer better long-term return on capital. In China, launching new businesses can be easier because of access to capital, whereas India’s government hasn’t provided ample capital, Krishnan says. That makes Indian companies better stewards of money in general. “China’s companies are focused on being the biggest,” he says. “India’s companies are focused on being more profitable and generating returns on capital and cash flow.” This view is clear from the fund’s allocation to India, at 30%, while its China exposure is just 6% of the portfolio. In comparison, the fund’s benchmark, MSCI Emerging Markets, has a 13.2% weighting to India, and a whopping 33% of the index is in China. Emerging Market Select’s focus on India has helped the fund vastly outperform its benchmark and its diversified emerging markets peers and index—by roughly 20 percentage points on a three-year basis, and about 12 percentage points on a five-year basis. It ranks in the top 1% of its peers, with a 23.1% annualized return for the past five years. While the Morningstar gold-medalist fund has no load, its 1.5% expense ratio is high versus its peers. Krishnan, 53, helped launch Emerging Markets Select in 2012. He was instrumental in expanding the firm’s emerging markets portfolio in the mid-2000s, when it started exploring the space, led by thendirector of international investing, Roger Edgley, now retired. Krishnan is also lead portfolio manager for the $653 million Wasatch Emerging India (WAINX). Krishnan has been at Wasatch since he was hired as a Photograph by LINDSAY D’ADDATO
BARRON’S
Talking With Ajay Krishnan, Lead Portfolio Manager Wasatch Emerging Markets Select
23
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BARRON’S
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
Where today’s best advisors grow their business for tomorrow. Join Barron’s Advisor and unlock leading-edge tools, insights, and connections designed to help you craft the future of your business. Features include: — Real-time market insights — Stories written specifically for advisors — Interviews with top advisors and industry standouts — Custom benchmarking tools to measure your practice against peers — Access to exclusive webinars and live events Find out more at Barrons.com/Advisor
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junior analyst in 1994. He stayed at the Salt Lake City–based firm as its assets grew during the tech boom and thrived in its culture of collaboration. That corporate culture and the focus on long-term investing give Wasatch its edge, he says. Scott Thomas and Matt Dreith are associate portfolio managers on the fund, and they all work with 10 researchers who support the firm’s emerging markets strategies. The team uses a mix of quantitative and bottom-up fundamental research to select companies in any sector or country, looking for what Krishnan calls “high-probability targets”—companies with desirable metrics like high returns on capital and low debt. Wasatch wants to own companies for more than five years, so analysts build their own earnings models to understand the value of a long-term opportunity. That lets them to buy favorable companies without having to worry about short-term price swings. They don’t hedge currencies but work currency risk into an investment’s potential return by using macroeconomic analysis, Krishnan says. Technology and financial services are the No. 1 and No. 2 sectors in the fund. Although the managers don’t start with themes, sometimes one comes together, such as providing financial services to underbanked and unbanked populations. No. 1 holding Bajaj Finance (BAF.India) exemplifies how Krishnan thinks and acts. In 2015, the fund bought shares of the Indian nonbank consumer-finance company, impressed by its management and how the firm uses data. Bajaj uses technology and analytics to tweak its service offerings, adjusting loan supply depending on market conditions. “They are more a technology company that happens to be in the lending business,” he says. In the fall of 2018, the sector buckled under bad loans, dragging the stock down 40% from its all-time high. The fund swooped in to add to its position, since its research showed that Bajaj could access capital. The share price has since doubled. Investors underappreciate India’s digitization push, Krishnan says. Over the past five years, India’s government expanded broadband internet infrastructure and created a public digital-payments system so everyone has a bank account as well as a secure, cloud-based digital locker to store, share, and verify documents. Combine that push with a young, digitally savvy population and India is starting a virtuous cycle that could last for years to come. “Up until now, India has not had a tailwind like this,” he says. “India is building a digital country, and I think that’s what is going to serve it well over the next decade.” This shift toward digitization and digital
January 3, 2022
banking should benefit other Indian companies, such as No. 6 holding HDFC Bank (HDFCB.India), a premier private lender providing basic banking services, which the fund has owned since 2002. While in aggregate, Indian stocks have become more expensive, Krishnan says many lower-quality companies are the ones with increased valuations, and there are “plenty of high-quality companies that trade at very reasonable valuations.” Krishnan sees e-commerce opportunities in Latin America, as well. Since 2014, the fund has owned Argentina’s MercadoLibre (MELI), now a No. 8 holding. He bought it as an e-commerce business but now thinks the firm’s payments division, MercadoPago, could be a fintech disrupter. In 2021, the company announced a $1.8 billion investment in its Brazilian operations. That could make MercadoLibre a competitor to Brazil’s banks if it moves into e-lending. Krishnan acknowledges worries about the impact on emerging markets if the Federal Reserve raises interest rates, which is widely expected in the first half of 2022. When the Fed raised rates in 2013, it caused the U.S. dollar to rise and many emerging market currencies to sharply fall, including in Brazil and India, because those countries had low foreign currency reserves and high foreign currency debt. Today is different, Krishnan says. Most of the major emerging market countries are running current account surpluses and building foreign exchange reserves, he notes: “From a macro standpoint, emerging markets are extremely well positioned.” B
Wasatch Emerging Markets Select 1-Yr
Total Return 3-Yr 5-Yr
WAESX
22.6%
31.8% 23.1%
MSCI Emerging Markets Index
-0.1
11.4
Top 10 Holdings Company / Ticker
% of Net Assets
Bajaj Finance / BAF.India
7.0%
Larsen & Toubro Infotech / LTI.India
5.9
Sea Ltd / SE
5.6
Silergy / 6415.Taiwan
5.3
Globant / GLOB
5.1
HDFC Bank / HDFCB.India
4.8
Voltronic Power Technology / 6409.Taiwan
4.6
MercadoLibre / MELI
4.4
TCS Group Holding / TCS.UK
4.3
Lasertec / 6920.Japan
4.2
Total
10.5
51.2%
Note: Holdings as of Sept. 30. Returns through Dec. 27; three- and five-year returns are annualized Sources: Bloomberg; Wasatch Global Investors
January 3, 2022
BARRON’S
T ECH T RADER
Software may still be eating the world, but in 2021, software stocks may have eaten your portfolio.
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Patrick T. Fallon/AFP/Getty Images
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Tech’s Wild Year Has Put Amazon Stock in An Attractive Spot t least we’ll never have to live through 2021 again. The second year of the Covid era proved to be deceptively tricky for tech investors. While the Nasdaq Composite—a reasonable proxy for the sector—was up 23% for the year through the middle of this past week, that trailed the return of the S&P 500 by about five percentage points. It’s the first time that’s happened since 2016. Tech stocks overall were solid, but the indexes proved misleading, with strong performances by a few of the largest components masking some ugly stuff under the surface. Tech was whipsawed by Covid-related newsflow, anticipation of higher rates, the stuttering progress of the reopening, and newfound skepticism about excessive valuations. While 2020 highfliers like Zoom Video Communications (ticker: ZM), DocuSign (DOCU), and Okta (OKTA) fell into the red, investors scored big gains with legacy tech names like Oracle (ORCL), HP Inc. (HPQ), and Dell Technologies (DELL). Software may still be eating the world, but in 2021, software stocks may have eaten your portfolio. Here are the key takeaways from tech’s wild year: The megacaps diverged. In 2020, all five of the tech giants—Apple, Microsoft, Alphabet, Facebook and Amazon.com—rallied more than 30%. There were further gains in 2021, but the returns varied widely. Alphabet (GOOGL), the group laggard in 2020 with just a 31% gain, moved to the front of the pack in 2021,
25
By Eric J. Savitz
rallying 68%, thanks to strong demand for online ads and impressive growth in the company’s cloud business. Apple (AAPL) improved 36%, on top of last year’s 81% spike, driving its market cap to the cusp of $3 trillion. Strong earnings, impressive iPhone demand, and growing buzz about the possible launch of a virtual and augmented reality headset boosted Apple shares. Meanwhile, Microsoft (MSFT) rallied 54%, the best performance of any Dow Jones Industrial Average component, accounting for a quarter of the blue chip index’s rally, as demand for cloud computing continued to soar. Meta Platforms (FB) rallied 22% on the year despite a blizzard of bad publicity about the ill effects of Facebook and Instagram on users. Meanwhile, Apple’s crackdown on tracking iPhone user activity hurt Meta’s ad targeting ability, just as regulatory pressures grew. The newly named Meta also launched a $10 billion plan to build out the metaverse, a bold call that might not pay off for years, if ever. Amazon (AMZN) was the laggard,
with just a 5% gain. Growth in its core e-commerce business slowed as some shoppers ventured to physical stores; investors fear holiday-quarter sales will miss estimates. Founder Jeff Bezos stepped down as CEO, while longtime critic Lina Khan took over as Federal Trade Commission chair, heightening regulatory fears. Growth remains robust for the Amazon Web Services cloud business, despite a recent series of outages. After a lackluster year, the stock is the most appealing of the tech giants for 2022. Nvidia (NVDA) could be next in the trillion-dollar club, thanks to a 132% rally that lifted its market value to $750 billion. Once mostly a graphics chip company, Nvidia is now a play on almost every buzzy tech trend—cloud computing, cryptocurrency mining, artificial intelligence, autonomous cars, and even the metaverse. Revenue surged 50% in the latest quarter. Videogame stocks suffered, with Activision Blizzard (ATVI) down nearly 30%, Take-Two Interactive (TTWO) off 14%, and Electronic Arts (EA) down 7%. Activision’s slide reflected a sexual misconduct scandal that has prompted calls for CEO Bobby Kotick to resign. But that’s not the only issue. This was supposed to be a big year for the videogame software industry, but component shortages made it harder for consumers to get new consoles. Telcos struggled, with AT&T (T) off 14%, T-Mobile (TMUS) down 12%, and Verizon Communications (VZ) 10% lower. Fierce competition for subscribers has spurred aggressive discounts on mobile phones, which is good for Apple and for consumers,
but less good for the carriers. Streaming was no cure-all for content companies, with ViacomCBS (VIAC) and Discovery (DISCA) each down 19% and Walt Disney (DIS) off 16%. Roku (ROKU) fell 27%. Their challenge is managing declining linear TV while creating a profitable streaming model, all with movie theaters struggling to regain audience. Chief nemesis Netflix (NFLX) rose 17%. Cloud plays dominated, but it was hardware rather than software that reaped the biggest gains. Arista Networks (ANET) doubled, on strong demand for its networking wares, in particular from cloud players. Other networking stocks flourished, with Cisco Systems (CSCO) up 51% and Ciena (CIEN) up 49%. Another cloud winner: disk-drive maker Seagate Technology (STX), which rallied 83%. Once mostly a PC play, Seagate now sells drives for enterprise applications. Chip stocks soared for good reason. Component shortages drove up prices, while demand from the automotive, mobile phone, cloud, and PC sectors accelerated. The Philadelphia Semiconductor Sector Index, or SOX, rallied 47%. Chip equipment stocks also thrived—Applied Materials (AMAT) spiked 89%, while KLA (KLAC) jumped 70%. One surprising laggard was Taiwan Semiconductor (TSM), up just 12%. The world’s largest contract chip maker is building out new fabs to catch up with demand. One issue: rising tensions between Taiwan and mainland China. There are fears that a Hong Kong-style conflict could disrupt operations—it’s a growing risk not just for Taiwan Semi, but for the entire tech sector. B
Shares of Amazon are up just 5% in 2021, with e-commerce slowing and regulatory threats looming. But now, with those risks likely priced in, Amazon looks like the most appealing stock among the tech giants.
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Q&A
Labor Trends, Post-Covid For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
By LISA BEILFUSS
A
s American workers quit their jobs at a nearrecord pace, the labor shortage is more severe and persistent than most professional forecasters anticipated. It was also inevitable, says Anthony Klotz, a professor of business administration and an associate professor of management at Texas A&M University, who has made a career of studying resignations. A year ago, Klotz predicted what has come to be known as the Great Resignation—a term he unwittingly coined for a phenomenon that has left economists puzzled, central bankers flat-footed, and the U.S. economy grappling with shortages of goods and services. While some workers finally re-entered the labor market in November, the Covid-era workforce-participation rate remains below prepandemic levels, defying expectations for a mass return to work that would have thawed supply chains and cooled inflation. Why are so many workers quitting? Where are they going, and will they be back? In search of answers, Barron’s recently spoke with Klotz. An edited version of our conversation follows. Barron’s: You saw the massive wave of worker resignations coming. What tipped you off? Anthony Klotz: I’m not an economist, so I don’t study macro labor trends. I study organizational psychology, or the psychology of work at a more micro level. Viewing it that way, there were several trends that struck me as all being somewhat unique to the pandemic, and all related to an increase in future resignations. The first was a pretty straightforward backlog in quits. It seemed intuitive that in 2020, because of the uncertainty caused by the pandemic, many employees who would have otherwise quit their jobs postponed their plans. So, I looked at the quits numbers reported Photograph by BRYAN SCHUTMAAT
BARRON’S
An Interview With Anthony Klotz Professor, Texas A&M University
January 3, 2022
Klotz, who studies organizational psychology, coined the phrase the Great Resignation. He foresaw the trend, too.
January 3, 2022
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
The autonomy that many experienced working remotely may be contributing to an increase in entrepreneurship.
BARRON’S
“The place of work in people’s lives was shifting during the pandemic, and that made sense.”
Anthony Klotz
pivots, is the fact that a lot of us were locked down during the pandemic and had time to sit, think, and plan what to do next. At the same time, people saved money. Some received stimulus checks. Many people cut back on their expenses because there weren’t social events going on, or because of economic uncertainty caused by the pandemic. There was this mass existential reflection happening when many people had the time and the money to enact some sort of life change, from a career move to an entrepreneurial adventure to staying home.
by the Bureau of Labor Statistics, and sure enough, there was a decrease in the number of resignations during 2020 by 5% to 15%, depending on the month. I reasoned that when vaccines became available and the economy got back on-line, many people would belatedly quit their jobs. The second is widespread burnout. There were lots of stories about frontline workers facing long hours and difficult conditions during the pandemic. There was burnout in parents, especially women caregivers who were juggling educating their children while working remotely, and there were reports of burnout in organizational leaders trying to manage through the pandemic. Burnout is a predictor of turnover: The way to deal with it is to get away from the source of the burnout. Some people needed a break, and many probably didn’t have the ability to take a month or more off to take care of their mental health. How has the pandemic affected the ways people view work? This trend is probably the hardest to get our arms around. The place of work in people’s lives was shifting during the pandemic, and that made sense. There’s an organizational psychology theory called terror management, which posits that when individuals are near life-or-death situations, or reflect on death or illness, they tend to think existential thoughts. It struck me that probably the entire world at the same time was reflecting a little bit on their lives because of the deaths and illness the pandemic caused. I reasoned that a number of people would come to the conclusion that they’d like to make a life pivot. Most people work to pay their bills and save for their kids and retirement. How can so many afford to quit their jobs? Resigning is somewhat of a privileged move in the workforce because you need financial resources to leave your job or have another job lined up. But what has facilitated these moves, whether they’re career pivots or life
27
I’m Quitting... Soon Klotz reasoned correctly that a drop in the quits rate in 2020 presaged more resignations in 2021.
5% to 15% The range, by month, in the percentage decrease in resignations in 2020, as tracked by the U.S. Bureau of Labor Statistics
Has work-from-home contributed to mass resignations? This experiment happened on a global scale: Millions of individuals have gone through a year or more of working from home. While remote work has pros and cons, it provides employees with more autonomy in terms of arranging their work and lives than working in the office does. Freedom is a fundamental need for human beings, and when we get that freedom we tend not to give it up willingly. It makes sense that as the economy improved and everything opened back up, some people would be called back to the office. Many would look forward to going back, but there would be many who would say, “No. I’m not going to give up this autonomy, especially now that there are many more remote jobs available.” A big share of people who left the labor force retired early. Do retirements tend to be permanent, or will some people change their minds? After the Great Resignation idea went viral, people started to reach out to me with their stories. One of the big surprises for me was the number of people who said they were five or so years away from retirement. They’d been working from home and now had to go back, or they’d had an epiphany during the pandemic that they don’t have that much time left and want to try something different. Some just retire early. But in many cases, people take on some sort of bridge employment, such as freelance
work. I don’t think retirement is an on-or-off switch. Some people might have done well in the stock market and fully retired, and they enjoy that for six months before deciding they’re ready to get back into something. Work often is a source of happiness and meaning and relationships. I can see some early retirees re-entering the economy in some form. Entrepreneurship is booming. Will it stick? The autonomy that many people have experienced while working remotely is probably contributing to the increase in entrepreneurship. People are opening their minds to the idea that there are ways to craft a career beyond 9 to 5, Monday to Friday. For some people, there is a sense of resilience from having made it through the pandemic so far, and that is carrying over into the way that they view career risks. People may be realizing that they overvalued the stability and predictability of a traditional career path, and that their risk tolerance is higher than they knew. And the risk of launching a solo venture feels lower, given the high number of job openings. The failure rate of entrepreneurial ventures is extraordinarily high, so for some people who go out and try to make it work, it just won’t work. But because of the internet, the online marketplace, and the pandemic speeding up a shift to a virtual economy, there are more ways than ever for employees to slowly move into entrepreneurship while working at their current job. And many people can use the savings they accumulated during the pandemic to slowly grow a business, as opposed to raising venture capital and launching all at once. What types of companies are best positioned to win in the struggle to attract and retain workers? The easy answer: companies that have complete flexibility in terms of where their employees work, and those with a lot of cash or big profit margins. Some companies are offering sabbaticals and flexible scheduling to their workers to help deal with
What facilitated career or life pivots is that people locked down had time to sit, think, and plan what’s next.
burnout, but not all can afford that. Companies with smaller margins, lower wages, and in-person workers are going to be the most constrained. That’s where we’re seeing the most turnover, because they don’t have as many ways to stem resignations. As companies invest in productivity to compensate for lost labor, do we risk permanently losing too many jobs? There’s a tension between individuals and business owners who feel like the work ethic has changed and nobody wants to work anymore. Some individuals are saying they want to work, but not just any job. And there is this thought that many unfilled jobs may be replaced with artificial intelligence or robotics over time. That raises the question: What jobs will be left, especially jobs for those with less education? Are we going to have good jobs with livable wages that humans can do? Or, do we need a complete rethink of what work is and how much we work in exchange for getting a living wage? Policy makers talk about returning to a prepandemic labor market. Is that possible? Technology around automation is expensive. But as the labor shortage pushes up the cost of human labor, some of those investments become financially feasible. I would hypothesize that organizations have invested heavily in AI and robotics over the past 18 to 24 months because of the labor shortage and questions over whether people will ever be able to work in close contact again. The other piece that I think about has to do with individuals embracing remote work. Before, companies recruited locally. But as many jobs went remote, organizations realized they can recruit globally—and potentially save money by hiring remote workers somewhere else in the world. Part of what I worry about is that it creates a global marketplace for work, and U.S. workers are more expensive than workers in other parts of the world. Thank you, Anthony.
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28
BARRON’S
THE EC ONOMY
The seven-day average of new Covid cases rose 264% from the start of December to reach 316,277 on Wednesday, according to CDC data.
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Consumers Hold the Key to Omicron’s Impact. What to Watch
W
hen the Omicron variant first took hold in the United States earlier this month, there was a sense that maybe this Covid-19 wave would be different. Maybe the disruptions to daily life, and by extension, the economy, would be less this time around. In the short term, that hasn’t been the case, partly because a surge in Covid cases has taken many workers out of commission. Strong consumer demand and changing attitudes, however, suggest the economy will rebound nicely when the Omicron wave peaks and starts to fade. We’ve been learning to live with the virus, as the Federal Reserve likes to say. The White House made clear, when Omicron arrived, that it wasn’t going to mandate shutdowns. Millions of Americans who had altered their behavior during previous waves of Covid for fear of getting sick were initially emboldened by vaccines and boosters, and millions more who had refused the shots were unafraid of the new strain. Early data points supported the view that Americans were more or less trying to shrug Omicron off. The Conference Board’s Consumer Confidence Index increased during the first half of December, after the variant was discovered on Thanksgiving, and concerns about the coronavirus specifically decreased. Coresight Research recorded a 5.2 percentage-point drop over the first two weeks of December, as Omicron was spreading, in the share of people
January 3, 2022
By Megan Cassella
concerned about a winter wave. And even as the perception of risk increased around activities like gathering with friends or shopping in stores, few Americans said they would change their behaviors or holiday plans, a mid-December Axios/Ipsos poll found. But then things started to shift. Dining in-person at restaurants plateaued through mid-December at roughly 11% below prepandemic trend, OpenTable data show—but then plummeted to 33% below trend during the week ended Dec. 29. New York subway ridership tumbled from 65.7% of its prepandemic level on Dec. 12 to 51% two weeks later. The potential economic impact became hard to deny, and forecasters slashed their growth
targets for the first quarter of 2022. How can we reconcile many Americans’ somewhat cavalier attitudes toward the variant with the sharp, though somewhat belated, change in behavior? One culprit is clear: Millions of people started getting sick. “It’s a different rationale than earlier in the pandemic, where people were holding back because of fear or a sense of social responsibility,” says Leo Feler, a senior economist with the UCLA Anderson Forecast. “People are holding back because either events have been canceled, or the people they would be doing these events with are sick themselves.” Instead of government-mandated shutdowns or personal decisions to quarantine, it’s the huge number of people falling ill that is disrupting the economy, even though the cases themselves appear less severe than those caused by earlier Covid strains. And while that’s damaging in the short-term, it helps bolster the expectation that as soon as the Omicron wave passes, the economic recovery can move forward. “Consumers are just trying to power through it,” says Dana Peterson, chief economist at The Conference Board. “Omicron is likely to be a short-lived blip.” The next few weeks could be trying. Coronavirus cases have exploded and are continuing to rise, with the
The Omicron Effect Subway ridership in New York City dropped in late December as the Omicron variant spread, signaling a slowdown in economic activity as fewer Americans are out and about. Estimated NYC Subway Ridership as % of Prepandemic Level
80% 75 70 65 60 55 50 45 40 Nov. 2021
Dec. Source: Metropolitan Transportation Authority
seven-day average of new cases increasing 264% from the start of the month to reach 316,277 on Wednesday, according to the U.S. Centers for Disease Control and Prevention. But this wave could fade as quickly as it appeared, based on experiences overseas. And as long as consumer demand remains relatively strong, the economy should bounce back quickly.
S
o far, that looks to be the case. Take airline travel: Despite Omicron, more than two million people passed through airports daily in the week leading up to Christmas, Transportation Security Administration data show. At one point, on Dec. 22, more people were screened at airports than on the same day in 2019. But when the holiday ended, thousands of flights were canceled due to staff shortages, as pilots and flight attendants started getting sick. A similar problem appeared in other industries. An Omicron outbreak among waiters, Broadway performers, or professional athletes means fewer dinners served or theatre or sportingevent tickets purchased until it’s contained, even though many people may still want to partake in such activities. “You don’t have the supply of workers to keep businesses open. That, naturally, will show up in weaker activity just because you can’t do those activities,” says Veronica Clark, an economist at Citi. But generally, she adds, “we’re expecting demand to hold up pretty well.” The forced cancellations and temporary shutdowns are bad news for the economy in the short-term. Jefferies cut its first-quarter growth forecast from 6.6% to 1.5%, while Moody’s Analytics revised its own from a roughly 5% annualized rate in the first quarter to closer to 2%. But forecasts for the whole of 2022 are largely unchanged. That’s in part because demand and consumer confidence are strong. “It’s almost like we’ve embraced this element of, well, this is going to be weird,” says Cliff Robb, an associate professor of consumer science at the University of Wisconsin-Madison. “But we’re not willing to change anymore.” B
January 3, 2022
BARRON’S
29
MARKET WEEK
December 27 through December 30, 2021 Euro Trader
P. 32
Power Play
P. 35
Emerging Markets
P. 32
Charting the Market
P. 36
Striking Price
P. 33
Winners & Losers
P. 37
Commodities
P. 33
Research Reports
P. 38
Inside Scoop
P. 35
Statistics
P. 39
13D Filings
P. 35
MARKET PERFORMANCE DASHBOARD Dow Jones Industrials
S&P 500
36,398.08
4778.73
52-wk: +18.92% YTD: +18.92% Wkly: +1.24%
52-wk: +27.23% YTD: +27.23% Wkly: +1.12%
Nasdaq Composite
Energy Select Sector SPDR ETF (XLE) Guest Index
52-wk: +22.14% YTD: +22.14% Wkly: +0.56%
52-wk: +46.07% YTD: +46.07% Wkly: +0.84%
15,741.56
$55.36
Industrial Strength The Dow Jones Industrial Average rose 0.2% Wednesday to notch its 45th record close of 2021 and its first since early November.
3%
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2
1
Omicron Be Damned The S&P 500 closed at an all-time high on Monday, despite several U.S. states blowing past daily Covid-19 case records. Energy stocks surged.
Momentum Lost The Dow broke a six-day winning streak on Thursday after setting an intraday record high alongside the S&P 500. The Nasdaq Composite closed about 2% below its record.
Slipping Away The S&P 500 seemed poised for its 70th record close of 2021 on Tuesday, but faded into the closing bell to finish down 0.1%.
0
-1
-2 Monday
Tuesday
Wednesday
Thursday
Close Source: Barron’s Statistics
THE TRADER It’s Been a Lucrative Year. Get Ready for Some New Winners.
S
tock market investors had a lot to like in 2021. Those who simply bought the SPDR S&P 500 exchange-traded fund (ticker: SPY) would have enjoyed a return of almost 30%, including dividends, though Thursday. All 11 sectors in the index returned at least 14% for the first time since 1995, and nearly nine in 10 of its components are in positive territory for the year. The Dow Jones Industrial Average returned 21.5%, including dividends. The S&P 500 index beat the Nasdaq Composite’s return of 23% for the first time since 2016, by about six percentage points. That was the S&P 500’s best performance, relative to the
By Nicholas Jasinski
Nasdaq, since 2002, but the long-term record still favors the technologyheavy index—the Nasdaq has lagged behind the S&P 500 only 12 times over the past 30 years. Tech stocks certainly didn’t have a shabby year. The Technology Select Sector SPDR ETF (XLK), which includes stocks in the S&P 500, returned almost 36% in 2021. That’s about a point ahead of the Financial Select Sector SPDR ETF (XLF), which was among the most popular sector calls on Wall Street as the year began. Banks looked particularly attractive in late 2020, as strategists anticipated higher interest rates and a healing economy, and pointed to cheaper-than-average valuations and plenty of cash on bank balance sheets.
Those arguments still hold for banks and other financials for 2022. The Federal Reserve could begin increasing its target interest rate around the middle of next year—lifting the rates that banks can charge on loans they extend—while more of that excess capital could be returned to shareholders via higher dividends, stock buybacks, or both. The Invesco KBW Bank ETF (KBWB), which provides concentrated exposure to the group, returned about 38% in 2021. Rounding out the S&P’s top five sectors in 2021 were consumer discretionary, which returned some 28%; real estate, which generated about 46%; and the best performer—energy: The Energy Select Sector SPDR ETF (XLE) returned some 53% in 2021
30
BARRON’S
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January 3, 2022
despite recent Omicron variant-related declines. The coming year could be another good one for the group, as the global economic recovery continues and demand for oil and gas rises. The sector will remain sensitive to pandemic headlines, but if the Delta and Omicron waves couldn’t stop its rally for long, there’s little for long-term-focused investors to fear next year, either. With economists generally forecasting less feverish, but still hot, inflation in the U.S. in 2022, energy companies should be able to provide a hedge. When the value of the U.S. dollar declines, a barrel of oil priced in the currency is worth more dollars. That’s good for companies selling the commodity. A greater focus among American producers on returning cash to shareholders, instead of single-mindedly pursuing production volume growth—what the industry calls the “Shale 3.0” movement— should be good for energy stocks. “Energy is the poster child for inflationprotected yield,” writes Savita Subramanian, BofA Securities’ head of U.S. equity and quantitative strategy, in her year-ahead outlook report. “It has the highest free cash flow yield (which is also a good factor amid Fed rate-hiking cycles) and the highest inflation beta of all sectors.” The combined market value of the 21 energy stocks in the S&P 500 is roughly $1 trillion. That makes the entire sector’s value barely more than the 2021 increase in Apple’s (AAPL) market cap, to just a hair below $3 trillion. The iPhone maker’s shareholders enjoyed a return of 35% in the year, versus nearly 67% for Google parent Alphabet (GOOGL) and 54% for Microsoft (MSFT). Facebook parent Meta Platforms (FB) added 26%, while Amazon.com (AMZN) basically traded sideways for much of 2021, edging up 4%, after surging 76% in 2020. The five Big Tech companies together are worth more than $10 trillion. Add Tesla (TSLA), whose stock jumped 52% in 2021, and you get well over $11 trillion in com-
bined market value. For the Big Techs, the tug of war between fast-growing earnings and macro pressure on stock multiples will determine returns in 2022. Alphabet and Meta Platforms are the cheapest, going for 26 times and 24 times 2022 forecast earnings, respectively, but they’re also expected to boost profits at a slower pace than their peers. Amazon trades for 66 times 2022 consensus earnings per share, which are expected to be up 25% from this year’s. On the opposite end of the market-cap spectrum, the iShares Russell 2000 ETF (IWM), which mirrors the small-cap Russell 2000, returned about 15% in 2021. That compares with 27% for the S&P 600-tracking iShares Core S&P Small-Cap ETF (IJR). The latter index is tougher to get into: Companies must have been profitable for a year or more and meet minimum liquidity and public float criteria. Those factors were clearly in vogue in 2021 and should remain so in 2022. “Smallcaps appear very attractive from a valuation basis,” writes Keith Lerner, co-chief investment officer at Truist Advisory Services, in his outlook. “Fundamentals are also strong, with earnings at a cycle high relative to large-caps. Given we expect strong economic growth over the next year, our work suggests small-caps are poised to outperform.” Watch your back, S&P 500.
How Our 2021 Picks Performed Call it the year of the waffle. No, the Trader column never recommended buying Dine Brands Global (DIN), owner of International House of Pancakes, but we sure had a tough time deciding on a point of view. Looking back on 2021, there was only one right answer for anyone playing the stock market: Buy and hang on. Every dip turned out to be short-lived and small enough to be ignored. There were no bear
Vital Signs
Find out more at Barrons.com/Advisor
Thursday's Close
Thursday's Close
Week's Week's Change % Chg.
DJ Industrials
36398.08
+447.52
+1.24
Barron's Future Focus
1065.65
+9.22
DJ Transportation
16380.55
+193.59
+1.20
Barron's Next 50
3323.08
-0.40
-0.01
977.45
+21.68
+2.27
Barron's 400
1105.22
+17.99
+1.65
DJ 65 Stocks
12252.33
+165.21
+1.37
DJ US Market
1185.77
+12.03
+1.03
NYSE Advances
NYSE Comp.
17164.24
+200.79
+1.18
Declines
NYSE Amer Comp.
3392.43
-50.61
-1.47
Unchanged
112
93
S&P 500
4778.73
+52.94
+1.12
New Highs
285
132
S&P MidCap
2839.33
+43.51
+1.56
New Lows
S&P SmallCap
1402.33
+14.96
+1.08
Av Daily Vol (mil)
DJ Utilities
+0.87
Last Week 2,249
Week Earlier 2,531
1,277
1,001
169
334
2,896.5
3,765.4
95.98
96.02
Nasdaq
15741.56
+88.19
+0.56
Dollar (Finex spot index)
Value Line (arith.)
9923.80
+107.24
+1.09
T-Bond (CBT nearby futures)
Russell 2000
2248.79
+7.22
+0.32
Crude Oil (NYM light sweet crude)
48773.20
+470.54
+0.97
Inflation KR-CRB (Futures Price Index)
233.96
230.90
Gold (CMX nearby futures)
1812.70
1811.20
DJ US TSM Float
© 2021 Barron’s Group & Dow Jones & Company, Inc. All rights reserved. 2E253
Week's Week's Change % Chg.
NA
NA
76.99
73.79
January 3, 2022
BARRON’S
31
Industry Action Performance of the Dow Jones U.S. Industrials, ranked by weekly percent change.* 2.24%
Utilities 1.89
Basic Materials 1.40
Industrials
1.36
Consumer Goods
1.19
Health Care
1.10
Financials Consumer Services
–0.91
0.80
Technology
0.73
Oil & Gas
0.69 Telecommunications
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
Source: S&P Dow Jones Indices
markets, no corrections, and even 5% declines were few and far between—there was just one. The S&P 500 will finish the year up around 27%, and near its all-time high. You wouldn’t have known that from reading this column, however. We were all over the map. We started the year by pleading for a correction that never came, and while we were spot on about tech’s early weakness, by the end of 2021, the Nasdaq Composite, up 22%, had done just fine. We were right, however, when we warned in a January 2021 column that small-cap growth stocks would have a tough time—they rose just 3.8% on the year. We reacted too early to the Federal Reserve’s hawkish shift, which didn’t seem to matter much anyway. Who knew that the nation’s central bank would so masterfully avoid a taper tantrum this time around? Our stock and sector calls were hit or miss and ultimately did no better than the overall stock market. Our biggest miss came during the early months of the year, when meme stocks were all the rage. In a Feb. 5 column comparing the Reddit traders to the chat rooms of the late 1990s, we offered up AES (AES), a highflying utility from the dot-com era, as a stock that looked ready to break out after 20-some years of rangebound trading. Our timing was terrible. Since that call, shares of AES have dropped 12% and underperformed the S&P 500 by 35 percentage points, through Tuesday. A week later, we recommended Alaska Air Group (ALK) as a way to play the airlines. The initial call was good; the stock rallied 28% from Feb. 12 through April 6. That was around the time that the reopening trade started to run out of steam, and we never wrote a follow-up column telling readers to take profits. Instead, the stock finished down 7.9% from the time of our call and underperformed the S&P 500 by 29 percentage points. For a column dubbed
the Trader, that’s a bigger sin than simply being wrong. One of our favorite trades is buying stocks that get punished severely after an earnings report, particularly one that doesn’t seem too bad. That was the case with Kohl’s (KSS), which we recommended on May 21, after it had dropped 10% following a nice beat-and-raise. There was no bounceback for the retailer, which continued to trade erratically, but decidedly lower, over the rest of the year. It’s down 8.8% since we made our pick, underperforming the S&P 500 by 24 percentage points. Sometimes, our strategy worked. We recommended beauty and fragrance company Coty (COTY) on Feb. 13, after it had fallen 15%, after a slight revenue miss. The turnaround story that was unfolding under new CEO Sue Nabi, who had taken over in 2020, was too strong to ignore. The stock has gained 46% since our pick, outperforming the S&P 500 by 24 percentage points. It’s one to keep an eye on in 2022. Mall owner Simon Property Group (SPG), also turned out much better than Kohl’s. The stock, which we recommended on April 23, had been consolidating, but was also starting to receive some analyst love and a couple of upgrades. It also looked relatively cheap and offered a 4.5% dividend. It’s gained 40% since then and beaten the S&P 500 by 20 percentage points. And if the return of inflation was the big story of 2021, then our inflation pick, Sherwin-Williams (SHW), did what it needed to do. Chosen in an April 30 column for its ability to raise prices as input costs rose, the paint purveyor gained 27% and outpaced the S&P 500 by 13 percentage points. As 2021 comes to an end, our picks did no better than the S&P 500, as our big winners and losers ultimately canceled each other out. We’ll try to do better in 2022. — Ben Levisohn
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32
January 3, 2022
EUROPEAN TRADER
E M E R G I N G M A R K E TS
Online Retailer Zalando Finds New Customers
A World of Coming IPOs Will Challenge Investors
By Rupert Steiner
By Craig Mellow
E
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BARRON’S
urope’s biggest online-only fashion retailer Zalando has had a tough year, as shoppers returned to physical shops after pandemic lockdown restrictions eased. The Berlin-based e-commerce player mainly sells clothes, beauty products, and footwear from third-party vendors to customers in 23 countries. It also makes some of its own branded items. Zalando (ticker: ZAL.Germany) saw its shares tumble 23%, to 69.96 euros ($78), over the past 12 months. It increased its marketing cost ratio by 4.6 percentage points to 9.8% in the second quarter to gain new customers and retain those who discovered it during the pandemic. By November, Zalando was cutting prices for the same reasons. Third-quarter adjusted earnings before interest, and taxes, or Ebit, fell to €9.8 million from €118 million in the same period the previous year. However, things are looking up, with Zalando saying that the fourth quarter started strongly and was buoyed by a cold snap that drove full-price sales of winter clothes. There are other catalysts for growth that could see the stock rebound. Its scale is key—it has 46 million active consumers, making it an attractive platform for brands to showcase their products. The company also handles payment processing, fulfillment, and customer service through its Zalando Partner Program, resulting in cost savings for its partners. Adam Cochrane, an analyst at Deutsche Bank, estimates that the stock could leap 71.5%, to €120, because Zalando’s scale helps it stay relevant with big global brands. He says the company is capable of reaching its goals of gaining about 10% market share for European apparel and expanding long-term profit margins. “Valuation has come down off its recent highs, but still warrants a justifiable premium to the European peer group,” he
wrote in a client note. “We believe the move to become more of a platform model where it acts like a marketplace for retailers hoping to get the reach that Zalando brings to the table...is the right one.” Another growth driver is the potential to expand through partnerships. Sephora, the cosmetics retailer owned by LVMH Moet Hennessy Louis Vuitton (MC.France), said in June that it had agreed to sell high-end beauty products on Zalando’s platform. Sherri Malek, an analyst at RBC Capital Markets, has a €115 price target on the stock, and estimates that adjusted earnings could reach €641.9 million by 2023 from the €420.7 million seen in 2020. “Share-price weakness on near-term headwinds creates an opportunity to buy into a high-quality, long-term growth story at a more attractive price,” she wrote in a note. Founded in 2008, Zalando has a market value of €18 billion and employs about 16,000 staff. It fetches a steep multiple of 64.3 times this year’s expected earnings and is valued at a 10% premium to its peers. For 2020, Zalando posted adjusted earnings of €421 million, up from €225 million the prior year. Revenue was €8 billion in 2020, up from €6.5 billion. Zalando has tried to differentiate itself from other fashion peers on sustainability initiatives. The company is aiming to reduce its total carbon footprint by 80% by 2025, according to RBC’s Malek. For the third quarter, adjusted earnings were €9.8 million on revenue of €2.3 billion. Last month, the company said that revenue for 2021 is expected to increase 26% to 31%, to €10.1 billion to €10.5 billion. Co-CEO Robert Gentz told Barron’s in a statement that “we are looking confidently ahead into 2022, with several strategic initiatives in the pipeline that will excite customers and partners alike and push our sustainability agenda further forward.” B
E
ver dreamed of owning shares in a Korean electric-vehicle battery powerhouse? India’s dominant life insurer? A Chinese online fast-fashion site that had more U.S. downloads than Amazon.com? These and other emerging market companies may launch initial public offerings in 2022. Tech unicorns from Colombia to Indonesia could turn the stream into a flood—or not, depending on how much 2021’s IPO flops quash animal spirits. “Profitless tech has really not done well in markets lately, particularly foreign profitless tech,” says Brendan Ahern, chief investment officer at exchangetraded fund provider KraneShares. The new year starts off with two big sure things, however. Battery maker LG Energy Solution should instantly become South Korea’s No. 2 company in January, when it raises $10 billion-plus for a valuation up to $90 billion, says James Lim, head of Korea research at Dalton Investments. The issue will mark Korea’s seminal position in this critical technology, as competing chaebol SK Innovation (ticker: 096770: Korea) and Samsung SDI (006400: Korea) chase LG Energy. Despite a few LG batteries catching fire, investors’ main obstacle will be accessing shares amid heavy demand, Lim thinks. Life Insurance Corp. of India is set to smash local IPO records via a $10 billionish deal in February, says Piyush Nagda, head of investment products at PL Wealth in Mumbai. With a 70% market share in its core product, the state company should be reliably profitable if a bit unexciting, he predicts. Then there is the raft of exciting, unreliable innovative firms eager to hit markets while liquidity remains ample. They’ll have to shake the pall cast by the IPO class of late 2021. One97 Commu-
nications (543396. India), parent of Indian tech star PayTM, is down by a third since its November debut. NU Holdings (NU), parent of Brazil’s all-digital Nubank, is off by a quarter from a postIPO bounce. An early test of 2022 sentiment could come from Indonesia’s GoTo Group, formed this year when ride-hailing leader Gojek merged with e-commerce player Tokopedia. GoTo aims to raise $1 billion in Indonesia this spring. It labors in the shadow of Singaporebased competitor Grab Holdings (GRAB), which has lost half its value since an early December IPO. If GoTo flies at a more sober valuation, that could open the gate for peers like Rappi, a Latin American delivery specialist based in Colombia, and Kavak, a usedcar platform headquartered in Mexico, says Kevin Carter, chief investment officer at the EMQQ Emerging Markets & E-Commerce ETF (ticker: EMQQ). A heavier hitter in the wings is Flipkart, the Indian e-commerce network, owned by Walmart (WMT), which is valued near $40 billion. TikTok parent Bytedance may even make it to market if Chinese and U.S. political stars align, creating an instant megacap worth some $250 billion. Howie Schwab, lead emerging markets growth portfolio manager at Driehaus Capital, is cautious about this unicorn stampede. “The supply of platform companies has grown much more quickly than the demand for them,” he says. “It’s reminding me of 1999-2001.” He’s more interested in Shein, the Nanjing-based designer killing it with young women globally. “They can turn around a design in three days, and have doubled annual revenue for eight years straight,” Schwab enthuses. Shein dangled an IPO this summer at a $47 billion valuation, then denied that it had planned one. Eyes will stay open. B
January 3, 2022
BARRON’S
T H E ST RIKING PRI C E
33
COMMODITIES
Why Some Investors Are Bad Weather Could Push Flocking Into Put Options Wheat Prices Higher By Steven M. Sears
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hen in doubt, get out. The old saw expresses a view that investors should stay on the sidelines if they have doubts about what is going on in the stock market. The axiom is seemingly being restyled at the end of 2021 as the market keeps edging higher into record territory, discounting the impact of another Covid surge and the Federal Reserve’s plan to end the easy-money policies that have long supported the economy, and thus the financial markets. Rather than getting out, traders are getting deeper into the market. To do so, they are using options, which have emerged during the pandemic as an investment that is often more popular than stocks. The new axiom—when in doubt, sell puts that are far out—is evident across the market. Some investors are selling bearish puts that expire in January and February with strike prices that are far below the associated stock’s market price. The trades often pay about 50 cents to $1 a contract to investors who are willing to buy stocks at, say, 20% to 30% below current stock prices. The put-sale activity is notable for the large number of contracts included in each trade, which equates to an even larger share count, and for the diversity of stocks. The activity is notable because one rarely sees such big trading volumes in strike prices that are so far beneath the associated stock prices. Most investors tend to sell puts with strike prices that are about 5% to 10% below stock prices. Alison Edwards, a Susquehanna Financial Group strategist, recently advised clients that she has seen far-out-of-the-money put sales with mostly January expirations in a motley group of stocks over the past two weeks. The trading has occurred in APA (ticker: APA), Bloom Energy (BE), Doximity (DOCS), PagSeguro Digital
(PAGS), Match Group (MTCH), Plug Power (PLUG), and SunRun (RUN). A detailed sampling of the action includes the sales of 6,000 DoorDash (DASH) January $110 puts, 6,000 Datadog (DDOG) January $140 puts, and 12,000 Lucid Group (LCID) February $25 puts. It is always hard to analyze someone else’s trades, but the put sales seem to be motivated by a simple desire to own the stocks at lower prices. Rather than doing nothing and waiting for the market to weaken, these investors have found a way to make a return on their money.
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uch trading has long been the purview of wealthy investors, who routinely sell such puts on the S&P 500 index as a sophisticated cash-management strategy. If the stocks keep advancing, the investors keep the money received for selling the puts. If they are forced to buy the stocks, they do so at dramatically lower levels. We have long endorsed the cash-secured put sale trade, and still do. However, consider a potential twist to the usual approach: Wait to sell puts until the market sharply declines and a fear premium further increases the value of downside puts. Should that occur when investors return from the holidays, long-term investors could consider selling puts on bluechip stocks in the midst of a market maelstrom to truly extract a major risk premium. Put premiums should rise if stock prices decline. The strategy is admittedly as boring as it is effective, but that offers a nice respite at a time when the world is once more beset with so much drama. B Steven M. Sears is the president and chief operating officer of Options Solutions, a specialized asset-management firm. Neither he nor the firm has a position in the options or underlying securities mentioned in this column.
By Simon Constable
P
oor winter weather conditions combined with already-low global inventories could send prices for wheat higher by up to 19%, experts say. War in Eastern Europe could catapult them further. “Europe, Ukraine, and the U.S. face some very unfavorable weather that will really set off a supply shortage concern,” says Shawn Hackett, president of Hackett Financial Advisors. Hackett sees prices rallying to between $9.50 and $10 a bushel, or as much as 19% above recent levels. That’s his outlook without a military conflict. Investors hoping to profit from the probable surge in prices should consider purchasing March-dated Kansas City winter wheat futures contracts on the CME. March-dated futures contracts for KC Winter Wheat were recently fetching $8.38 a bushel, up from around $5.08 at the end of July. Alternatively, it might be worth considering the Teucrium Wheat exchange-traded fund (ticker: WEAT), which holds futures for a different grade of wheat but should move roughly in the same direction and similar magnitude as KC Winter Wheat. Global wheat inventories are projected to total 278 million metric tons at the end of the 2021-22 season, according to the U.S. Department of Agriculture. However, that level would be the lowest in a half-decade despite steadily rising consumption, the USDA data show. That tight market makes the threat of suboptimal weather this winter worrisome for wheat traders. A recent reversal of the quasi biennial oscillation (QBO), now moving East to West against the Gulf Stream, combined with the effect of a low count of sunspots on the solar surface, looks set to produce a later winter than usual with an extended duration, Hackett says. The QBO refers to a variation in wind patterns in the strato-
sphere that can increase the chances of cold winter weather, which in turn can hurt the global wheat crop. “The oscillation has flipped and will tend to produce longer late ending winters, which increases the risk of winter kill,” Hackett says. “That’s what’s making us worry.” Wheat prices could go far higher than $10 if Russia decides to invade Ukraine, a major producer. “If there are any problems in Ukraine it is a very big deal,” says Sal Gilbertie, CEO of Teucrium Trading. Already, Ukraine’s government reports that Russia has 120,000 troops stationed near its border, amid increasingly antagonistic rhetoric from the Kremlin toward Ukraine and its western allies such as the U.S., Europe, and the U.K. This matters more to the wheat market than many people realize as when combined, Russia and Ukraine have a commanding influence over the global wheat export market. Russia is forecast to be the second-largest wheat exporter in the 2021-22 season and Ukraine the fourth, according to recent data from the U.S. Department of Agriculture. Together the two countries are expected to export 60 million metric tons, or 29% out of a forecast global export total of 205 million tons. Russian President Putin has already introduced export taxes on wheat in the hope of keeping domestic prices for the grain low. That move also helped underpin the rest of the global wheat market. A similar move in an annexed Ukraine would likely exacerbate the tightness in the global market. There are plenty of risks to this trade. Predicting weather and military conflict isn’t easy. Weather could be fair, and Russian forces may do nothing. If that happens, prices would likely not rally or perhaps even fall. Still, on balance, buying wheat futures seems worth it, given the potential rewards. B
34
BARRON’S
January 3, 2022
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BARRON’S
I N S I DE SC OOP
Rite Aid CEO Heyward Donigan Bought Stock By ED LIN
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R
ite Aid has slipped this year, but President and CEO Heyward Donigan bought shares the day after the drugstore chain reported a stronger-thanexpected quarter. Rite Aid stock (ticker: RAD) has fallen 5.8% this year, while shares of peers Walgreens Boots Alliance (WBA) and CVS Health (CVS), as well as the S&P 500 index, are all up by double-digit percentages. Rite Aid was hurt earlier this year by the loss of a large customer account. The company’s fiscal third quarter, reported on Dec. 21, was better than expected on strong earrings before interest, taxes, depreciation, and amortization, or Ebitda. Rite Aid raised guidance while also unveiling a store-closure plan. Shares soared. On Dec. 22, the day after the report,
Activist Holdings Mercury Systems (MRCY) Jana Partners increased its position in the aerospace-and-defense contractor to 3,731,962 shares, including 173,300 shares underlying options. Jana Partners bought 2,647,179 Mercury Systems shares from Oct. 25 through Dec. 22 at prices ranging from $46.96 to $53.23 apiece. Jana Partners, which now owns a 6.6% stake in Mercury Systems, acquired the stock as it viewed the shares as “an attractive investment opportunity.” Jana Partners further revealed that
Donigan paid $200,000 for 14,350 Rite Aid shares, a per share average price of $13.93. According to a form she filed with the Securities and Exchange Commission, Donigan now owns 559,498 Rite Aid shares in a personal account. Rite Aid didn’t respond to a request to make Donigan available for comment on her stock purchase. This is her first open-market stock purchase since joining Rite Aid in August 2019. Most of the shares she owns were received in the form of restricted shares, which vest in annual installments. J.P. Morgan analyst Lisa C. Gill reduced loss estimates after the report and raised the price target to $14 from $12, but maintained an Underperform rating on Rite Aid stock. Gill wrote in a research report that “we continue to see a long road ahead for Rite Aid as it executes on the ongoing turnaround... we expect the road will be bumpy.” B
Rite Aid President and CEO Heyward Donigan bought shares of the drugstore chain the day after it reported a better-thanexpected quarter.
it plans to engage Mercury Systems to discuss “evaluating strategic alternatives including a sale of [Mercury Systems],” among other talking points. SWK Holdings (SWKH) Carlson Capital, already the life-sciences technology firm’s largest shareholder with a 71% stake, offered to buy all remaining outstanding shares to take the company private. Carlson Capital first approached SWK’s board with an all-cash deal that valued SWK at $19 per share in late November. Since then, Carlson has been in talks with the special committee of SWK’s board regarding the terms of the pro-
These disclosures are from 13Ds filed with the Securities and Exchange Commission. 13Ds are filed within 10 days of an entity’s attaining more than 5% in any class of a company’s securities. Subsequent changes in holdings or intentions must be reported in amended filings. This material is from Dec. 23 through Dec. 29, 2021. Source: InsiderScore.com
35
posal. As a result of those discussions, Carlson delivered a revised offer to SWK’s special committee on Dec. 27 of $20.20 per share. Carlson noted that the higher bid is its final offer and requests a response from SWK no later than Jan. 4, 2022. Carlson reported a stake of 9,093,766 SWK shares. Safehold (SAFE) GIC, a Singapore sovereign fund, switched to file as an active investor of the real estate investment trust. GIC reported ownership of 4,248,435 Safehold shares, equal to 7.5% of the outstanding stock. GIC updated its status to 13D as of Dec. 15, the day a GIC representative was appointed to Safehold’s board.
Increases in Holdings FirstEnergy (FE) Blackstone Group (BX) quickly boosted its interest in the electric utility to 5.3% through a private placement conducted on Dec. 13. On that day, Blackstone spent $1 billion to purchase 25,588,535 FirstEnergy shares, equal to a pershare price of $39.08. Blackstone has no plan or proposal tied to the fresh investment that raises its FirstEnergy stake to 28,832,099 shares. Synalloy (SYNL) Pivet Fund increased its position in the maker of metals and specialty chemicals to 1,846,643 shares. On Dec. 22, Pivet Fund bought 219,523 Synalloy shares at a price of $12.75 apiece in connection with a Synalloy rights offering. The fresh investment pushes Pivet Fund’s interest in Synalloy to 18.2%. Privet Fund partner Ben Rosenzweig continues to serve as a Synalloy director. Synalloy stock has doubled in price in 2021. Its metals division makes products including stainless-steel and nickel-alloy pipe and liquid storage solutions. Synalloy’s chemicals division makes products for industries including paper, metals, mining, agricultural, automotive, and petroleum.
POWER PLAY
Starboard Targets GoDaddy By CARLETON ENGLISH
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all Street is cheering Starboard Value’s activist stake in GoDaddy. GoDaddy (ticker: GDDY) stock surged nearly 11% this week after Starboard’s revealed a 6.5% stake in the web-services provider in a Monday regulatory filing. While Starboard’s disclosure noted that GoDaddy stock is “undervalued and represented an attractive investment opportunity,” the activist investor didn’t detail specific plans for the company. Starboard and GoDaddy declined to comment on the filing. Still, analysts cheered the activist involvement. GoDaddy stock is now in the black, barely, for 2021 after this week’s run-up. Starboard may push GoDaddy to boost margins and improve free cash flow, according to Truist analyst Navan Khan. Khan also sees GoDaddy as a potential takeout target if performance doesn’t improve. GoDaddy has an enterprise value that is 4.7 times revenue, lagging behind peers that have enterprise values of nearly eight times sales, according to FactSet data. Starboard is a robust player among activist investors and has a history of investing in tech companies. Three years ago, it took a stake in web.com, which went private soon thereafter. This year, Starboard lost a proxy fight with Box (BOX), a data-storage company. Starboard also has a large stake in cybersecurity firm NortonLifeLock (NLOK), and Peter Feld, Starboard’s founder and managing member, serves on the board. GoDaddy is set to have an investor day in February, which could give shares another boost. B
36
BARRON’S
*
January 3, 2022
Charting the Market A graphic look at selected stock activity for the week ended December 31, 2021 n Edited by Bill Alpert META PLATFORMS
CARNIVAL
FB (NASD) • 344.36 • 9.12 The Facebook parent’s Oculus virtual reality headset was a popular holiday gift, but the federal government is probing Meta’s market and political power.
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CCL (NYSE) • 20.53 • -0.67
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NVAX (NASD) • 154.83 • -22.42
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The federal Centers for Disease Control and Prevention advised against cruise trips—after outbreaks on the ships of Carnival, Royal Caribbean, and Norwegian.
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Despite proof of Omicron protection, and recent approvals, investors sold the vaccine maker’s shares—and those of rivals Moderna and BioNTech.
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Stock Price $ 390
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For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
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MFIN (NASD) • 6.23 • -2.22
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The Securities and Exchange Commission charged the taxi lender with planting over 50 media tout pieces and inflating the value of its loans—as Uber hurt taxis.
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BIIB (NASD) • 240.00 • 4.59
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After a South Korean business publication reported that Samsung was in talks to acquire the drugmaker, Samsung denied the report as “groundless.”
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VECTOR GROUP 270
VGR (NYSE) • 11.30 • -5.52
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BBIO (NASD) • 14.55 • -26.07 The drug developer said a Phase 3 study hasn’t shown effectiveness for its treatment of a genetically-driven kind of heart failure. BridgeBio will continue studies.
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The chemical firm will consider divesting its Singapore-based textile dye-making division, which it says is profitable. It also updated its stock compensation plan.
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HUN (NYSE) • 34.76 • 1.92
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WDC (NASD) • 65.37 • 4.17 Covid restrictions in China will cut output at Samsung, the firm’s largest rival in the production of NAND memory chips, which bring in some 25% of Western’s sales.
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ALNY (NASD) • 171.03 • -23.32 The study failure at BridgeBio scared investors in Alnylam—whose RNA-interference drugs treat similar genetic ailments. Analysts defended Alnylam.
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FCEL (NASD) • 5.33 • -1.13 October-quarter revenue was $14 million. Expectations for the fuel cell maker were for $22 million. The quarter’s loss was 7 cents a share— double what was expected.
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MBOT (NASD) • 8.24 • 2.82 The medical device developer announced an agreement with Stryker to develop robotic surgery kits compatible with Stryker’s neurovascular instruments.
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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.
January 3, 2022
BARRON’S
37
Winners and Losers NYSE BIGGEST % MOVERS
NYSE MOST ACTIVE
Winners Name (Sym) CN Finance(CNF) ChinaYuchai(CYD) Invacare(IVC) Calix(CALX) Paragon28(FNA) TItanIntl(TWI) Boxed(BOXD) US Xpress(USX)
Volume Close Change %Chg. 619 372 3241 6761 775 2656 1628 1812
4.03 +1.04 13.86 +2.82 2.79 +0.51 78.70 +12.47 17.92 +2.83 11.02 +1.62 13.88 +1.97 5.90 +0.79
+34.8 +25.5 +22.4 +18.8 +18.8 +17.2 +16.5 +15.5
Losers Name (Sym)
Volume Close Change %Chg.
SK Telecom(SKM) 1497 FathomDigital(FATH) 2185 VectorGroup(VGR) 9958 VerticalAerospace(EVTL) 1283 GinkgoBioworks(DNA) 22278 BlueApron(APRN) 3545 ZhangmenEducation(ZME) 196 ESSTech(GWH) 4720
26.88 –21.54 6.48 –4.05 11.30 –5.52 7.04 –3.01 8.97 –1.70 6.49 –1.17 5.16 –0.89 11.64 –1.86
–44.5 –38.5 –32.8 –30.0 –15.9 –15.3 –14.7 –13.8
NYSE AMERICAN BIGGEST % MOVERS
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NuverraEnvl(NES) CPI Aero(CVU) AeroCentury(ACY) FlexSolInt(FSI) BK Tech(BKTI) StandardLithium(SLI) Ashford(AINC) Parts Id(ID)
Volume Close Change %Chg. 1993 710 2103 136 230 6730 44 284
2.41 2.71 61.75 3.95 2.44 9.66 17.13 2.44
+0.40 +0.43 +6.76 +0.33 +0.19 +0.71 +1.07 +0.14
+19.9 +18.9 +12.3 +9.1 +8.4 +7.9 +6.7 +6.1
Losers Name (Sym) NewPacificMetals(NEWP) WestwaterRscs(WWR) NewConceptEner(GBR) CentrusEnergy(LEU) Zedge(ZDGE) GrupoSimec(SIM) Cel-Sci(CVM) BetterChoice(BTTR)
Volume Close Change %Chg. 939 4359 199 454 453 14 2537 679
2.86 2.14 2.37 47.98 8.61 25.89 7.52 2.94
–0.56 –0.35 –0.37 –5.93 –1.00 –2.96 –0.85 –0.31
–16.4 –14.1 –13.4 –11.0 –10.4 –10.3 –10.2 –9.5
NASDAQ BIGGEST % MOVERS
Volume Percentage Leaders
Volume Percentage Leaders
Volume %Chg. Close Change
Name (Sym)
Name (Sym)
ElliottOppIIA(EOCW) TPGPaceBenA(TPGY) MissionAdvA(MACC) ClassAccelA(CLAS) BellRingBrands(BRBR) WarburgPincusI-B A(WPCB) TigaAcqnA(TINV) ClearSecure(YOU) ChinaYuchai(CYD) LeoHldgsII A(LHC) FullTruck(YMM) Culp(CULP) VPC Impact III A(VPCC) Lightng eMotors(ZEV) VoyaFinancial(VOYA) ScullyRoyalty(SRL) Calix(CALX) VectorGroup(VGR) CIT Group(CIT) KT(KT)
4980 3140.9 16275 916.1 1231 886.6 1361 878.1 11464 461.1 566 363.5 657 315.0 6491 275.6 372 251.7 429 250.9 44498 229.9 368 221.0 1285 220.8 9346 218.5 23162 218.0 104 202.2 6761 196.3 9958 192.4 6672 179.9 6134 169.9
AlphaProTech(APT) 20973 AeroCentury(ACY) 2103 EVI Industries(EVI) 176 MAG Silver(MAG) 3021 SifcoInd(SIF) 48 DeltaApparel(DLA) 78 FriedmanInds(FRD) 113 LairdSuperfood(LSF) 152 AcmeUnited(ACU) 55 RegionalHealth(RHE) 451 RetractableTechs(RVP) 751 NovaGoldRscs(NG) 3547 CaledoniaMining(CMCL) 116 SilverCrestMetals(SILV) 2148 BarHarborBkshs(BHB) 71 Chase(CCF) 57 Zedge(ZDGE) 453 LGL Group(LGL) 34 Cel-Sci(CVM) 2537 BlueRidgeBkshs(BRBS) 169
9.75 –0.02 9.82 –0.07 9.72 –0.01 9.70 –0.01 28.77 +1.76 9.75 +0.01 10.13 +0.01 33.33 +3.03 13.86 +2.82 9.75 0.00 8.69 +0.39 9.05 +0.08 9.74 –0.22 6.08 –0.71 66.53 –1.04 8.86 –0.64 78.70 +12.47 11.30 –5.52 50.30 –3.31 12.65 –1.00
Volume Close Change %Chg.
CodexDNA(DNAY) PardesBiosci(PRDS) uCloudlink(UCL) SpruceBio(SPRB) Arhaus(ARHS) Collplant(CLGN) AirSculptTech(AIRS) HimaxTechs(HIMX)
18186 4552 898 54851 2664 869 906 24203
10.98 17.02 5.10 5.02 13.58 16.95 17.99 15.18
+4.67 +7.22 +1.80 +1.30 +3.15 +3.73 +3.48 +2.71
+74.0 +73.7 +54.5 +34.9 +30.2 +28.2 +24.0 +21.7
Losers Volume Close Change %Chg.
BridgeBioPharma(BBIO) 107750 IN8bio(INAB) 157 EliemTherap(ELYM) 228 Hyperfine(HYPR) 2483 CompoSecure(CMPO) 600 ClarusTherap(CRXT) 1491 Immuneering(IMRX) 333 OmegaTherap(OMGA) 264
14.55 –26.07 4.53 –1.62 10.56 –3.63 7.07 –2.12 7.80 –2.28 2.50 –0.71 16.12 –4.38 12.13 –3.07
–64.2 –26.3 –25.6 –23.1 –22.6 –22.1 –21.4 –20.2
Volume %Chg. Close Change 644.2 396.8 136.2 64.7 54.9 20.0 18.7 16.1 11.7 –2.2 –4.3 –4.4 –9.3 –11.2 –11.4 –11.7 –14.3 –14.6 –16.5 –16.6
6.19 61.75 33.25 15.52 6.30 28.50 9.10 12.90 33.11 4.62 7.01 6.71 11.56 7.88 28.38 99.32 8.61 11.57 7.52 17.95
+0.35 +6.76 +1.30 –1.29 +0.30 –0.10 –0.37 +0.59 –2.51 –0.47 +0.03 –0.22 +0.44 –0.16 –0.86 +0.13 –1.00 +0.07 –0.85 +0.12
By Share Volume
Volume %Chg. Close Change
CodexDNA(DNAY) 18186 5431.7 10.98 +4.67 BridgeBioPharma(BBIO) 107750 3081.6 14.55 –26.07 MatrixService(MTRX) 10067 1378.1 7.05 –0.09 ProvidentFin(PROV) 384 890.9 16.50 –0.15 Willdan(WLDN) 2092 784.1 35.87 +3.79 PardesBiosci(PRDS) 4552 543.4 17.02 +7.22 FocusImpactAcqn(FIAC) 257 405.5 9.87 –0.03 Collplant(CLGN) 869 305.9 16.95 +3.73 SinclairBroadcast(SBGI) 10251 293.2 26.46 –0.13 Centogene(CNTG) 425 277.7 5.28 +0.04 RF Industries(RFIL) 250 268.5 7.85 +0.43 Hyperfine(HYPR) 2483 257.7 7.07 –2.12 AyalaPharm(AYLA) 320 243.7 8.75 +0.04 InnovAge(INNV) 10078 228.8 4.94 –0.37 Allakos(ALLK) 37367 225.6 10.07 –0.38 CSP(CSPI) 68 223.1 8.73 +0.14 TimberlandBncp(TSBK) 108 217.4 27.69 –0.03 InnovSolSuprt(ISSC) 152 217.2 6.56 +0.11 SolGelTech(SLGL) 238 200.8 7.37 +0.63 Biogen(BIIB) 13810 199.7 240.00 +4.59
By Share Volume
Name (Sym)
Volume Close Change%Chg.
Name (Sym)
Volume Close Change%Chg.
Name (Sym)
Volume Close Change%Chg.
NIO(NIO) FordMotor(F) AT&T(T) Puxin(NEW) Carnival(CCL) AMC Ent(AMC) DiDiGlobal(DIDI) BankofAmerica(BAC) Pfizer(PFE) FlotekIndustries(FTK) Alibaba(BABA) PalantirTech(PLTR) ItauUnibanco(ITUB) NewOrientalEduc(EDU) Uber(UBER) PetroleoBrasil(PBR) NorwegCruise(NCLH) Vale(VALE) EnergyTransfer(ET) Verizon(VZ)
252552 32.42 201186 20.47 167325 24.78 165665 0.43 156276 20.53 129250 28.94 124329 5.23 115488 44.53 114944 58.40 101244 1.18 101184 122.99 99562 18.69 89232 3.74 86991 2.11 79165 42.66 77175 10.99 75053 21.02 74198 14.08 65033 8.16 62374 52.25
CamberEnergy(CEI) Zomedica(ZOM) TakungArt(TKAT) Tellurian(TELL) UraniumEner(UEC) NewGold(NGD) Globalstar(GSAT) CanFiteBiopharm(CANF) DenisonMines(DNN) B2Gold(BTG) Senseonics(SENS) AlphaProTech(APT) GreatPanther(GPL) NorthernDynasty(NAK) AsensusSurg(ASXC) PalatinTech(PTN) iBio(IBIO) AgEagleAerial(UAVS) SyntheticBio(SYN) BitNile(NILE)
145416 63057 33467 31163 28393 27018 24917 24594 23180 22481 21373 20973 20570 19697 15703 15293 11954 10744 10466 9555
Apple(AAPL) PopCulture(CPOP) AdvMicroDevices(AMD) FuelCell(FCEL) NVIDIA(NVDA) Lucid(LCID) BridgeBioPharma(BBIO) AmerAirlines(AAL) SoFiTech(SOFI) Tilray(TLRY) ContextLogic(WISH) Nikola(NKLA) MicronTech(MU) Tesla(TSLA) Intel(INTC) Progenity(PROG) Microsoft(MSFT) Peloton(PTON) DraftKings(DKNG) Zynga(ZNGA)
275889 178.20 237106 2.89 207374 145.15 161444 5.33 147457 295.86 138513 38.75 107750 14.55 106938 18.07 105515 15.95 86585 7.28 83257 3.22 82124 10.19 81530 93.89 779791070.34 72790 51.74 67499 2.13 66606 339.32 60341 37.19 59064 28.46 58782 6.56
Name (Sym)
Name (Sym)
Name (Sym)
Volume Percentage Leaders
+1.90 +6.2 +0.22 +1.1 –0.09 –0.4 +0.08 +23.8 –0.67 –3.2 +0.42 +1.5 –0.37 –6.6 +0.11 +0.2 –0.31 –0.5 +0.57 +92.6 +4.33 +3.6 –0.24 –1.3 0.00 0.0 +0.06 +2.9 –1.25 –2.8 +0.20 +1.9 –1.70 –7.5 +0.17 +1.2 –0.06 –0.7 –0.43 –0.8
By Dollar Volume
Winners
NASDAQ MOST ACTIVE
Name (Sym)
By Share Volume
Winners Name (Sym)
NYSE AMERICAN MOST ACTIVE
0.89 0.33 4.31 2.99 3.38 1.53 1.15 1.33 1.40 3.90 2.75 6.19 0.21 0.33 1.08 0.55 0.58 1.63 0.28 1.25
+0.01 –0.02 –0.18 –0.03 –0.04 +0.02 –0.10 –0.04 –0.04 +0.05 –0.20 +0.35 –0.03 –0.02 –0.06 +0.02 –0.09 –0.27 –0.05 –0.17
+1.2 –6.0 –4.0 –1.0 –1.2 +1.3 –8.0 –2.9 –2.8 +1.3 –6.8 +6.0 –13.1 –5.0 –5.3 +4.3 –12.8 –14.2 –14.2 –12.0
By Dollar Volume $ Volume Close Change%Chg.
Alibaba(BABA) 11860021 122.99 +4.33 NIO(NIO) 7683254 32.42 +1.90 Pfizer(PFE) 6621707 58.40 –0.31 Boeing(BA) 6027855 202.71 –1.51 Disney(DIS) 5394465 155.93 +2.30 Roblox(RBLX) 5341455 100.53 –1.29 BankofAmerica(BAC) 5036794 44.53 +0.11 Block(SQ) 4235392 165.34 –2.37 FordMotor(F) 4139036 20.47 +0.22 AT&T(T) 4099664 24.78 –0.09 JPMorganChase(JPM) 3979504 158.48 +1.22 AMC Ent(AMC) 3663137 28.94 +0.42 HomeDepot(HD) 3534665 409.94 +12.87 Shopify(SHOP) 35148361398.24 –41.09 Visa(V) 3492792 217.87 +1.25 Procter&Gamble(PG) 3447504 162.77 +2.67 Uber(UBER) 3342924 42.66 –1.25 Carnival(CCL) 3258025 20.53 –0.67 Target(TGT) 3252935 231.91 +10.90 Chevron(CVX) 3205283 117.43 +1.02
+3.6 +6.2 –0.5 –0.7 +1.5 –1.3 +0.2 –1.4 +1.1 –0.4 +0.8 +1.5 +3.2 –2.9 +0.6 +1.7 –2.8 –3.2 +4.9 +0.9
Name (Sym) CheniereEnergy(LNG) TakungArt(TKAT) AlphaProTech(APT) CamberEnergy(CEI) AeroCentury(ACY) UraniumEner(UEC) Tellurian(TELL) B2Gold(BTG) StandardLithium(SLI) EnergyFuels(UUUU) Senseonics(SENS) MAG Silver(MAG) NorthernOil&Gas(NOG) NewGold(NGD) CanFiteBiopharm(CANF) DenisonMines(DNN) Globalstar(GSAT) EquinoxGold(EQX) NexGenEnergy(NXE) NovaGoldRscs(NG)
+1.92 +1.18 –0.99 –1.13 –0.54 +1.11 –26.07 –0.19 +0.86 –0.56 –0.36 –0.90 –0.53 +3.34 +0.43 –0.10 +4.63 –1.40 –0.98 0.00
+1.1 +69.0 –0.7 –17.5 –0.2 +2.9 –64.2 –1.0 +5.7 –7.1 –10.1 –8.1 –0.6 +0.3 +0.8 –4.5 +1.4 –3.6 –3.3 0.0
By Dollar Volume $ Volume Close Change%Chg. 366417 101.32 163023 4.31 149870 6.19 144772 0.89 123700 61.75 103135 3.38 96425 2.99 86933 3.90 62146 9.66 60769 7.60 58988 2.75 46382 15.52 44925 20.07 40313 1.53 34806 1.33 33280 1.40 29853 1.15 29791 6.64 26939 4.25 24102 6.71
–2.63 –2.5 –0.18 –4.0 +0.35 +6.0 +0.01 +1.2 +6.76 +12.3 –0.04 –1.2 –0.03 –1.0 +0.05 +1.3 +0.71 +7.9 –0.35 –4.4 –0.20 –6.8 –1.29 –7.7 +0.14 +0.7 +0.02 +1.3 –0.04 –2.9 –0.04 –2.8 –0.10 –8.0 –0.03 –0.4 –0.23 –5.1 –0.22 –3.2
Name (Sym)
$ Volume Close Change%Chg.
Tesla(TSLA) 846344041070.34 Apple(AAPL) 49174594 178.20 NVIDIA(NVDA) 44550899 295.86 Amazon.com(AMZN) 316350123372.89 AdvMicroDevices(AMD) 31184644 145.15 Microsoft(MSFT) 22633912 339.32 MetaPlatforms(FB) 19233651 344.36 Alphabet A(GOOGL) 97872852924.01 Alphabet C(GOOG) 90672652920.05 Moderna(MRNA) 8130626 251.60 MicronTech(MU) 7699314 93.89 PayPal(PYPL) 6261063 191.88 Novavax(NVAX) 5336968 154.83 Lucid(LCID) 5201989 38.75 Adobe(ADBE) 4633770 570.53 Rivian(RIVN) 4504853 103.42 Broadcom(AVGO) 4141814 665.08 Netflix(NFLX) 4066097 612.09 CoinbaseGlbl(COIN) 4000031 256.79 Roku(ROKU) 3929400 236.20
+3.34 +0.3 +1.92 +1.1 –0.54 –0.2 –48.48 –1.4 –0.99 –0.7 +4.63 +1.4 +9.12 +2.7 –14.32 –0.5 –22.80 –0.8 +1.61 +0.6 –0.53 –0.6 –0.13 –0.1 –22.42 –12.6 +1.11 +2.9 +0.91 +0.2 +6.58 +6.8 +0.28 +0.0 –2.00 –0.3 –11.36 –4.2 +2.68 +1.1
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
38
BARRON’S
January 3, 2022
Research Reports How Analysts Size Up Companies
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
These reports, excerpted and edited by Barron’s, were issued recently by investment and research firms. The reports are a sampling of analysts’ thinking; they should not be considered the views or recommendations of Barron’s. Some of the reports’ issuers have provided, or hope to provide, investment banking or other services to the companies being analyzed. Amazon.com
• AMZN-Nasdaq Buy • Price $3,421.37 on Dec. 23 by Monness Crespi Hardt
oversold, although a recent buyback authorization might be the needed antidote to the deep pessimism surrounding the name.
After a strong stock performance in 2020, Amazon has trailed 2021’s healthy market rally. However, we believe that the company’s fortunes are poised to change in 2022. Amazon is uniquely positioned to exit this crisis as one of the biggest beneficiaries of accelerated digital transformation....Our $4,500 stock-price target is based on an enterprise value-to-revenue ratio of 4.3 times our calendar 2022 estimate. Although this is above the average over the past six years, we believe that the company’s e-commerce growth path is very attractive, with Amazon Web Services, digital media, advertising, Alexa, and more. Moreover, the company has started to deliver more-attractive profit trends over the past couple of years. However, as Amazon continues to aggressively invest back into its business to grow at a rapid rate, its profitability is well below its long-term potential. Therefore, we believe traditional price/earnings metrics aren’t applicable, and neither are other profit metrics. Thus, we value the stock on an enterprise value-to-revenue ratio.
Peloton Interactive
Winnebago Industries
• WGO-NYSE Overweight • Price $71.85 on Dec. 27 by Baird
We are bullish on the recreational-vehicle space, and highlight Winnebago as a focus idea. Winnebago trades barely above prepandemic levels, even though the pandemic created more lifelong RVers and wiped out dealer inventory. Meanwhile, Winnebago brands have gained share, and management has added significantly to earnings power through margin improvements, smart acquisitions, and share buybacks. With the shares trading under 10 times our cycle-neutral scenario, we would be aggressive in small-cap value portfolios. [Another RV maker,] Thor Industries [ticker: THO] also stands out as To be considered for this section, material should be sent to [email protected].
• PTON-Nasdaq Market Perform • Price $36.71 on Dec. 27 by Raymond James
We believe that December-quarter and fiscal-2022 guidance are likely to prove aggressive. While Peloton has done a number of things to drive demand, including lowering original bike pricing to $1,495 (via a $400 cut at the end of August), relaunching Peloton Tread, and significantly increasing advertising, our analysis of search data continues to show a meaningful year-over-year slowdown and less of a sequential increase than we have seen in the past few years. We continue to believe that significant demand was pulled forward during the pandemic. As such, sales aren’t seeing the typical seasonality we would expect. We maintain our Market Perform rating, given signs of softening demand, increasing costs (e.g., supply chain), and our view that risk/reward is balanced at current levels. Using our updated sum-of-parts analysis, we estimate a fair value of $38 for the stock (with a bear case of $27 and bull case of $51).
Costco Wholesale
• COST-Nasdaq Neutral • Price $550.37 on Dec. 23 by Guggenheim
Costco continues to have several near- to intermediate-term potential catalysts, although it’s unclear how much is priced in, given the shares’ 50% appreciation over the past year (versus the S&P 500 index’s 26.5%), and 18% in the past three months (versus SPY’s 6%). Specifically, we believe that December core comps should return to double-digit territory, driven by broadbased strength across most categories. Second-quarter sales and Ebitda [earnings before interest, taxes, depreciation, and amortization] could, once again, top consensus expectations. However, with the shares trading at 23 times calendar-2022 Ebitda, we remain Neutral.
Applied Materials
• AMAT-Nasdaq Strong Buy (5 stars) • Price $155.49 on Dec. 23 by CFRA
Our Strong Buy reflects our view of improving fundamentals, coupled with a valuation in line with peers’ when a premium is warranted. We think demand continues to be driven by foundry/logic technology transitions, as well as memory-capacity growth, benefiting purchases for tools in areas [that command] greater dollar content in its [semiconductor-equipment] business. We see Applied Materials’ services business benefiting from a growing installed base and higher demand for trailing node geometries, and we like its exposure to recurring-based revenue. We also see upside to estimates, driven by foundry/logic capacity expansions evident in Intel’s [INTC] capex guidance ($25 billion to $28 billion in 2022, versus $18 billion to $19 billion in 2021), and Samsung Electronics’ [005930.Korea] plan to triple its foundry capacity by 2026. We see Applied Materials’ sales rising 14% in fiscal 2022 (October) and 5% in fiscal 2023 after a 34% increase in fiscal 2021. In Semiconductor Systems (which declined 3% in fourth-quarter 2021), we see demand led by foundry/logic customers and higher investments at trailing technology nodes. We think revenue from Applied Global Services (up 6.5% in the fourth quarter) has further upside, with an ongoing shift toward subscriptions, which represent about 60% of segment revenue. Applied Materials’ display business (down 3.2% in the fourth quarter) is seeing more modest growth, aided by rising mobile adoption for OLED in 5G/foldable displays.
Sysco
• SYY-NYSE Buy • Price $76.65 on Dec. 23 by Edward Jones
Sysco is one of the leaders in the food-service industry in North America, and has exposure to international markets. Sysco has viewed the turmoil caused by Covid-19 the past two years as an opportunity to restructure its sales operations, invest more in digital tools, increase its services to customers, and even to make a recent acquisition. Because of these efforts, along with restaurants having largely reopened, Sysco is emerging from the pandemic a much stronger company. We believe that it can take significant market share from smaller competitors that didn’t
make operational improvements like Sysco’s. Restaurant demand for its products could remain volatile, due to economies in different stages of reopening and input costs increasing. However, Sysco is often partially immune to shorter-term cost inflation impacts. It can pass much of its higher food costs on to customers, but it also may cause them to opt for lower-cost, less-profitable items. Supply shortages and finding and hiring qualified employees in a tight labor market probably don’t help, either. But, eventually, cost and labor concerns should resolve themselves, allowing Sysco’s business improvements to shine through.
Chart Industries
• GTLS-Nasdaq Buy • Price $166.42 on Dec. 29 by Benchmark
Chart Industries has been awarded more than $120 million of orders for four liquefaction projects (hydrogen and small-scale liquid natural gas). We estimate this means that fourth-quarter 2021 orders will be at least $400 million, compared with our $352 million estimate and the $350 million FactSet consensus. Chart also announced releases on engineering work (limited notice to proceed) on two of the big LNG export terminal projects expected to proceed to final investment decision in 2022. Engineering work typically precedes the decision to move forward with full construction. We expect Chart to receive a full notice to proceed, or NTP, for Venture Global Plaquemines Phase 1 shortly. Our fullyear 2022 order outlook also includes a $350 million order for Tellurian [TELL] Driftwood Phase 1 and a $375 million order for Cheniere [LNG] Corpus Christi Stage 3. However, Chart continues to face nearterm headwinds from rising material costs and supply-chain disruption. Accordingly, we see some downside risk to diluted estimated fourth-quarter 2021 earnings (FactSet consensus: 73 cents a share) and our 2022 estimate, which is 7% below consensus. However, our 2023 diluted EPS estimate is 15% above consensus, driven by expected big LNG awards and specialty products growth. We believe that Venture Global’s Dec. 2 announcement that it will invest more than $10 billion to develop a fourth LNG export facility increases the chance it also will proceed with Plaquemines Phase 2. This would be incremental to our and Street expectations. Price target: $206.
January 3, 2022
BARRON’S
39
New York Stock Exchange Composite List FIVE-DAY DOW COMPOSITE
NOTICE TO READERS: Due to production issues, our package of statistics pages is abbreviated this week. Also, stock prices and funds data are as of the close of trading on Thursday.
It’s Over: The Dow rose 1.2% through Thursday, as the market looked to end 2021 on a high note. Johnson & Johnson rose 2%, after its booster prevented Omicron hospitalization. Verizon Communications fell 0.8%. Friday
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
52-Week High Low Name
45.49 38.66 55.48 9.77 18.43 34.48 11.78 12.41 11.42 2.33 78.33 29.07 59.22 158.62 14.88 15.23 72.62 129.12 9.75 10.15 3.63 9.62 131.00 33.88 13.05 4.00 19.05 58.61 51.32 58.59 37.49 142.60 136.83 48.97 23.33 14.10 10.24 9.96 1.31 417.37 9.82 10.10 1.13 224.59 57.87 11.77 53.17 10.78 10.24 1.39 43.85 243.05 138.02 10.20 10.07 1.80 50.95 5.29 2.97 71.38 53.53 21.83 7.96 191.62 10.30 9.82 0.97 9.99 10.70 1.01 179.57 26.36 44.83 76.69 75.95 52.96 316.39 165.98 9.87 74.25 93.43 291.48 37.85 61.59 88.78 26.57 308.39 224.03 53.01 17.86 274.29 14.51
30.90 27.87 36.31 7.58 10.67 18.33 6.73 10.00 9.58 0.58 48.70 22.60 42.96 100.98 8.31 7.79 1.91 67.32 3.00 10.05 1.40 5.80 79.99 22.02 2.66 0.31 8.42 44.26 33.68 46.37 16.64 105.36 101.81 20.25 13.48 9.13 9.73 9.60 0.69 241.73 9.62 9.86 0.79 114.54 38.57 6.53 30.47 9.79 9.44 0.42 26.66 143.15 80.35 9.75 9.60 0.73 19.59 3.85 1.14 37.29 39.85 7.05 1.68 98.88 9.85 9.40 0.38 9.65 9.75 0.63 112.47 5.75 20.81 47.07 61.27 36.52 245.75 134.54 6.64 46.26 65.14 133.82 15.97 17.30 64.83 14.89 246.15 154.37 44.18 13.39 108.70 8.46
AAR ABB ABMIndustries ACCO Brands AcresCmclRlty ADC Therap ADT AEA-Bridges AEA-BridgesA AEA-BridgesWt AECOM AES Aflac AGCO AG Mortgage a.k.a.Brands AMC Ent AMN Healthcare AMTD Intl APAcqnUn ARC Document ASETech ASGN AT&T ATI PhysTherapy ATIPhysTherapyWt A10Networks AXIS Capital AZEK AZZ Aaron's AbbottLabs AbbVie Abercrombie&Fitch AcadiaRealty AccelEnt AccelerateAcqn AccelerateA AccelerateWt Accenture AcropolisInfrA AcropolisInfr AcropolisInfrWt AcuityBrands Acushnet Adecoagro Adient AditEdTech AditEdTechA AditEdTechWt AdtalemGlbEduc AdvanceAuto AdvDrainageSys AdvancedMerg AdvMergerPtrsA AdvMergerPtrsWt AdvanSix Aegon Aenza AerCap AerojetRocket AevaTech AevaTechWt AffiliatedMgrs AfricanGoldAcqn AfricanGoldA AfricanGoldWt AfterNextA AfterNextHealth AfterNextWt AgilentTechs Agiliti agilon health AgnicoEagle AgreeRealty AirLease AirProducts AlamoGroup AlamosGold AlaskaAir AlbanyIntl Albemarle Albertsons Alcoa Alcon Alexander&Baldwin Alexanders AlexandriaRlEst AlgonquinPwrUn AlgonquinPwr Alibaba Alight
Tick Div Sym Yld P/E Last Chg. Amt.
52-Week High Low Name
A
737.89 25.04 148.70 73.10 102.23 57.54 46.40 140.00 56.61 69.29 20.75 17.38 10.16 140.36 38.19 10.28 9.98 1.51 15.21 52.59 11.35 3.14 23.90 18.63 5.94 3.95 22.87 12.92 90.77 101.86 21.18 21.34 40.83 13.06 57.37 38.99 39.88 189.03 146.63 43.82 62.54 20.38 103.24 303.72 22.49 189.35 43.75 11.00 10.30 1.78 40.85 312.15 135.26 148.07 7.45 8.81 88.45 5.78 18.80 86.17 19.00 10.23 9.90 1.16 26.77 79.67 9.64 132.00 11.71 21.99 470.02 326.25 55.22 8.16 10.25 ... ... 25.95 16.94 81.07 12.31 11.40 2.93 10.96 10.05 1.68 17.44 109.87 158.97 180.81 43.12 20.74 36.58 105.58 22.01
AIR ABB ABM ACCO ACR ADCT ADT IMPX.UT IMPX IMPX.WT ACM AES AFL AGCO MITT AKA AMC AMN HKIB APCA.UT ARC ASX ASGN T ATIP ATIP.WT ATEN AXS AZEK AZZ AAN ABT ABBV ANF AKR ACEL AAQC.UT AAQC AAQC.WT ACN ACRO ACRO.UT ACRO.WT AYI GOLF AGRO ADNT ADEX.UT ADEX ADEX.WT ATGE AAP WMS AMPI.UT AMPI AMPI.WT ASIX AEG AENZ AER AJRD AEVA AEVA.WT AMG AGAC.UT AGAC AGAC.WT AFTR AFTR.UT AFTR.WT A AGTI AGL AEM ADC AL APD ALG AGI ALK AIN ALB ACI AA ALC ALEX ALX ARE AQNU AQN BABA ALIT
... 1.8 1.9 3.6 ... ... 1.7 ... ... ... .8 2.6 2.7 .7 7.8 ... ... ... ... ... 5.8 2.8 ... 8.4 ... ... 1.2 3.2 ... 1.2 1.6 1.3 4.1 ... 2.8 ... ... ... ... .9 ... ... ... .2 1.2 ... ... ... ... ... ... 1.7 .3 ... ... ... 1.1 2.9 ... ... .0 ... ... .0 ... ... ... ... ... ... .5 ... ... 2.7 3.8 1.7 2.0 .4 ... ... 1.0 .7 1.6 ... .1 2.7 6.9 2.1 7.8 4.7 ... ...
19 42 22 10 4 dd dd ... cc ... 66 31 9 12 1 ... dd 27 ... ... 19 11 17 cc dd ... 14 12 76 18 9 35 32 8 cc 54 ... cc ... 43 ... ... ... 25 18 7 4 ... dd ... dd 24 52 ... cc ... 10 ... dd 9 27 dd ... 14 ... 55 ... ... ... ... 41 cc dd 20 41 13 33 25 dd cc 24 cc 26 14 cc 60 18 34 ... 15 18 dd
38.55 38.14 40.54 8.25 12.70 20.82 8.35 10.52 9.99 1.13 76.86 24.17 58.56 114.74 10.34 9.07 28.94 121.80 3.11 10.09 3.47 7.76 123.39 24.78 3.29 .42 16.51 54.22 45.44 55.36 24.44 141.00 135.93 35.46 21.79 13.02 9.96 9.70 .87 413.83 9.72 9.97 .83 211.44 53.11 7.57 47.19 10.22 9.87 .74 29.63 237.52 134.50 9.82 9.72 .77 47.11 4.93 1.63 65.27 46.34 7.84 1.90 164.83 10.08 9.72 .50 9.70 9.87 .68 160.88 22.65 27.31 52.60 71.28 43.99 303.89 146.91 7.60 51.94 87.70 234.35 30.17 59.21 88.08 24.85 260.17 223.16 47.20 14.43 122.99 10.96
+0.05 +0.37 –0.99 +0.20 +0.31 –0.44 –0.21 –0.09 –0.04 –0.07 +1.00 +0.62 +0.87 –0.86 –0.28 +0.34 +0.42 –0.53 –0.06 –0.03 +0.09 +0.19 +2.49 –0.09 –0.01 +0.05 +0.25 +2.14 +0.86 +1.06 –0.05 +1.84 +2.84 +1.10 +0.41 –0.17 –0.04 ... –0.05 +10.52 +0.02 +0.02 –0.05 +2.45 +1.42 +0.32 +0.32 +0.02 +0.01 –0.04 –0.39 +5.39 +0.91 –0.05 –0.04 –0.03 +1.96 ... +0.03 +1.31 +0.46 –0.53 –0.27 +4.04 –0.08 –0.03 –0.02 +0.05 +0.01 –0.01 +3.08 +0.17 –0.08 +1.00 +2.62 +0.10 +4.41 +2.99 +0.07 –1.08 –0.83 +6.45 +0.27 –0.15 +1.46 +0.33 +0.08 +5.53 +0.83 +0.11 +4.33 +0.21
... .6957 .195 .075 ... ... .035 ... ... ... .15 .158 .40 .20 .21 ... ... ... ... ... .05 .3017 ... .52 ... ... .05 .43 ... .17 .10 .47 1.41 ... .15 ... ... ... ... .97 ... ... ... .13 .165 ... ... ... ... ... ... 1.00 .11 ... ... ... .125 .0937 ... ... 5.00 ... ... .01 ... ... ... ... ... ... .21 ... ... .35 .227 .185 1.50 .14 ... ... .21 .39 .12 ... .1099 .18 4.50 1.15 .9688 .1706 ... ...
563.47 13.85 106.52 56.84 52.07 32.84 32.55 102.55 35.05 10.52 14.15 9.16 9.50 58.75 14.33 9.81 9.65 0.66 9.75 40.00 8.96 0.79 7.57 13.09 2.65 2.38 7.80 10.33 69.79 37.70 12.70 12.76 27.21 7.86 40.01 19.70 26.21 112.10 79.21 28.63 36.80 7.71 70.07 197.50 14.16 131.01 5.67 10.10 9.82 0.41 27.88 185.71 94.89 106.96 3.89 4.12 58.58 1.25 7.00 39.92 15.70 9.80 9.57 0.58 14.57 54.08 7.67 7.20 7.57 5.37 286.04 200.65 36.68 4.50 10.03 ... ... 16.63 10.69 45.40 10.00 9.64 0.75 9.73 9.64 0.81 12.29 70.08 112.37 127.21 31.22 13.54 20.50 39.02 9.62
Alleghany AlleghenyTechs Allegion Allete AllianceData AllianceBernstein AllisonTransm Allstate AllyFinancial AlphaMetal AlpineIncmProp AltaEquipment AltC Acqn Alteryx AlticeUSA AltimarAcqnIII AltimarAcqnIIIA AltimarIIIWt AltimeterGrw2 Altria AltusPower AltusPowerWt AlumofChina AmbacFin AmbacFinWt Ambev AmbrxBio Amcor Ameren Ameresco AmericaMovil AmericaMovil A AmericanAssets AmericanAxle AmCampus AmerEagle AmEqtyLf AmerExpress AmericanFin AmHomes4Rent AIG AmRltyInv AmerStWater AmerTowerREIT AmerVanguard AmerWaterWorks AmericanWell AmericasTechAcqn AmericasTechA AmericasTechWt AmericoldRealty Ameriprise AmerisourceBrgn Ametek AmnealPharm Ampco-Pitt Amphenol AmplifyEnergy Amrep Anaplan AngelOakMtg AngelPond AngelPondA AngelPondWt AngloGoldAsh AB InBev AnnalyCap AnnovisBio AnteroMidstream AnteroResources Anthem Aon AptIncmREIT ApartmtInv ApeironCapital ApeironCapA ApeironCapWt APi Group ApolloComRlEst ApolloGlbMgmt ApolloStratGr ApolloStratGrA ApolloStratGrWt ApolloStratGrII ApolloStratII A ApolloStratII Wt AppleHospREIT AppliedIndlTechs Aptargroup Aptiv Aramark ArborRealty ArcelorMittal ArchResources ArchaeaEnergy
Tick Div Sym Yld P/E Last Chg. Amt. Y ATI ALLE ALE ADS AB ALSN ALL ALLY AMR PINE ALTG ALCC AYX ATUS ATAQ.UT ATAQ ATAQ.WT AGCB MO AMPS AMPS.WT ACH AMBC AMBC.WT ABEV AMAM AMCR AEE AMRC AMX AMOV AAT AXL ACC AEO AEL AXP AFG AMH AIG ARL AWR AMT AVD AWK AMWL ATA.UT ATA ATA.WT COLD AMP ABC AME AMRX AP APH AMPY AXR PLAN AOMR POND.UT POND POND.WT AU BUD NLY ANVS AM AR ANTM AON AIRC AIV APN.UT APN APN.WT APG ARI APO APSG.UT APSG APSG.WT APGB.UT APGB APGB.WT APLE AIT ATR APTV ARMK ABR MT ARCH LFG
... ... 1.1 3.8 1.3 7.3 2.1 2.8 2.1 ... 5.0 ... ... ... ... ... ... ... ... 7.6 ... ... ... ... ... 3.7 ... 4.0 2.5 ... 1.6 1.9 3.2 ... 3.3 2.8 .9 1.0 1.6 .9 2.3 ... 1.4 1.8 .5 1.3 ... ... ... ... 2.7 1.5 1.4 .5 ... ... .9 ... ... ... 8.6 ... ... ... 2.5 .7 11.1 ... 9.4 ... 1.0 .7 3.2 ... ... ... ... ... 10.7 2.7 ... ... ... ... ... ... .2 1.3 1.2 ... 1.2 7.5 .8 1.1 ...
14 dd 26 22 4 14 10 5 6 dd cc dd ... dd 8 ... ... ... dd 32 dd ... 17 dd ... 15 ... 20 23 62 14 14 97 12 cc 14 11 17 5 cc 9 20 41 53 23 45 dd ... cc ... dd 16 18 37 53 52 37 dd 10 dd 19 ... ... ... 10 21 4 dd 14 dd 21 76 dd dd ... ... ... dd 9 9 ... 77 ... ... 64 ... dd 25 34 56 dd 8 3 89 dd
672.02 15.67 131.56 66.20 67.00 49.01 35.65 117.68 47.59 60.03 20.47 14.26 9.82 62.03 16.61 9.88 9.76 .84 9.83 47.25 10.21 2.65 13.70 16.07 4.32 2.76 9.00 11.96 89.06 80.19 21.14 20.98 37.50 9.22 57.12 25.77 38.95 164.16 136.83 43.55 56.74 12.89 103.03 291.14 16.22 188.03 6.09 10.35 10.14 .44 32.89 301.97 133.77 146.47 4.86 4.78 87.02 3.11 14.84 46.40 16.68 9.91 9.74 .81 20.80 60.55 7.95 18.15 9.61 17.80 467.15 299.83 54.26 7.72 10.09 9.90 .50 25.44 13.05 73.04 10.32 9.86 1.29 9.96 9.78 .95 16.16 102.08 121.88 163.14 36.91 18.43 31.74 90.82 17.40
+19.19 +0.09 +4.28 +1.58 –2.07 +0.04 +1.05 +3.55 +0.01 +3.72 +1.36 –0.53 +0.03 –1.33 +0.47 –0.03 +0.01 –0.06 +0.01 +0.55 –0.09 +0.01 –0.88 +0.60 +0.20 +0.02 –0.06 +0.30 +2.04 +2.28 +0.39 +0.30 +1.14 –0.12 +1.40 +2.52 +0.39 –0.03 +1.43 +1.08 +0.17 +1.35 +2.68 +12.40 +0.87 +5.95 –0.34 +0.04 +0.02 +0.01 +0.93 –0.31 +4.24 +3.90 –0.21 +0.13 +1.96 –0.11 –2.26 +0.28 +0.08 –0.03 ... ... +0.69 –0.22 –0.24 –2.51 +0.01 –0.26 +11.44 +7.42 +1.02 ... +0.03 ... ... +0.46 –0.41 –1.23 +0.25 –0.04 –0.01 +0.03 +0.01 +0.03 –0.05 +0.51 +5.55 +0.74 +0.86 +0.31 –0.34 +1.76 –0.63
... ... .36 .63 .21 .89 .19 .81 .25 ... .27 ... ... ... ... ... ... ... ... .90 ... ... ... ... ... .0839 ... .12 .55 ... .1964 .1964 .30 ... .47 .18 .34 .43 4.00 .10 .32 ... .365 1.39 .02 .6025 ... ... ... ... .22 1.13 .46 .20 ... ... .20 ... ... ... .36 ... ... ... .4659 .5964 .22 ... .225 ... 1.13 .51 .44 ... ... ... ... ... .35 .50 ... ... ... ... ... ... .01 .33 .38 ... .11 .36 .255 .25 ...
52-Week High Low Name 18.60 6.44 69.30 10.80 38.49 6.72 68.46 10.56 10.20 1.40 49.10 12.43 3.00 5.43 10.80 10.00 1.40 16.98 90.08 55.99 61.30 15.89 148.57 4.42 10.75 15.64 12.56 6.96 118.14 137.02 57.65 145.79 230.97 10.19 77.90 110.74 65.99 29.54 24.06 46.09 172.22 56.95 30.48 10.35 10.09 0.61 11.50 10.89 2.28 10.00 91.26 118.49 11.24 10.65 1.76 16.49 11.25 10.37 1.96 105.30 26.67 18.49 6.35 2.40 11.67 10.16 10.14 1.50 10.70 147.67 110.59 133.48 2110.00 191.67 253.45 55.57 53.61 12.60 11.40 2.97 44.37 34.06 229.24 61.46 49.14 34.20 62.44 29.45 53.60
5.20 0.92 49.28 6.99 21.80 4.33 47.65 9.82 9.44 0.60 22.36 8.38 1.08 3.07 9.74 9.50 0.75 11.16 44.43 36.60 39.74 10.06 65.52 3.35 5.48 10.62 9.02 1.68 70.83 96.33 43.06 25.41 137.96 9.91 9.27 78.37 15.21 21.83 16.87 30.21 121.55 30.42 13.14 10.06 9.85 0.45 9.26 8.74 0.59 9.93 40.21 40.40 9.81 9.56 0.47 10.44 9.82 9.46 0.78 84.59 17.00 5.12 2.37 0.87 9.81 9.71 9.63 0.88 9.85 26.10 80.83 66.86 1111.71 117.33 154.84 44.02 28.95 9.97 9.54 0.58 26.14 17.11 147.40 36.69 36.68 26.42 36.16 11.46 16.34
ArcherAviation ArcherAviationWt ArcherDaniels Archrock Arconic ArcosDorados Arcosa ArctosNthStar ArctosNorthA ArctosNorthWt ArcusBiosci ArdaghMetalPkg ArdaghMetalWt ArdmoreShipping AresAcqn AresAcqnA AresAcqnWt AresCommRealEst AresMgmt Argan ArgoGroup ArisWater AristaNetworks ArlingtonAsset ArloTech ArmadaHoffler ArmourRes ArmstrongFlooring ArmstrongWorld ArrowElec ArtisanPtrsAsset Asana AsburyAutomotive AscendantDigIII AshfordHosp AshlandGlobal AspenAerogels AssetMarkFin AssociatedBanc AssocCapital Assurant AssuredGuaranty Atento AthenaConsumer AthenaCnsmrA AthenaCnsmrWt AthenaTech AthenaTechA AthenaTechWt AthenaTechII Athene Atkore AtlStreetAcqn AtlStreetAcqn AtlStreetAcqnWt Atlas AtlasCrestII AtlasCrestII A AtlasCrestII Wt AtmosEnergy Atotech ATRenew Audacy AusterlitzI Wt AusterlitzAcqnI AusterlitzI A AusterlitzII A AusterlitzII Wt AusterlitzAcqnII Autohome Autoliv AutoNation AutoZone Avalara Avalonbay Avangrid AvanosMedical AvantiAcqn AvantiAcqnA AvantiAcqnWt Avantor Avaya AveryDennison Avient Avista AxaltaCoating AxosFinancial Azul AzurePowerGlbl
Tick Div Sym Yld P/E Last Chg. Amt. ACHR ACHR.WT ADM AROC ARNC ARCO ACA ANAC.UT ANAC ANAC.WT RCUS AMBP AMBP.WT ASC AAC.UT AAC AAC.WT ACRE ARES AGX ARGO ARIS ANET AAIC ARLO AHH ARR AFI AWI ARW APAM ASAN ABG ACDI.UT AHT ASH ASPN AMK ASB AC AIZ AGO ATTO ACAQ.UT ACAQ ACAQ.WT ATHN.UT ATHN ATHN.WT ATEK.UT ATH ATKR ASAQ.UT ASAQ ASAQ.WT ATCO ACII.UT ACII ACII.WT ATO ATC RERE AUD AUS.WT AUS.UT AUS ASZ ASZ.WT ASZ.UT ATHM ALV AN AZO AVLR AVB AGR AVNS AVAN.UT AVAN AVAN.WT AVTR AVYA AVY AVNT AVA AXTA AX AZUL AZRE
... ... 2.2 7.9 ... ... .4 ... ... ... ... ... ... ... ... ... ... 9.1 2.3 2.6 2.2 2.1 ... ... ... 4.5 12.2 ... .8 ... 8.3 ... ... ... ... 1.1 ... ... 3.5 .5 1.8 1.8 ... ... ... ... ... ... ... ... ... ... ... ... ... 3.6 ... ... ... 2.6 ... ... ... ... ... ... ... ... ... 5.4 2.5 ... ... ... 2.5 3.5 ... ... ... ... ... ... 1.3 1.7 4.0 ... ... ... ...
dd ... 14 43 dd 56 36 ... 52 ... dd dd ... dd ... ... ... 10 42 13 21 ... 58 dd dd 88 6 dd 31 10 10 dd 7 ... dd 29 dd cc 11 10 21 14 dd ... ... ... ... dd ... ... 4 9 ... 63 ... 23 ... 49 ... 20 dd dd dd ... ... dd 70 ... ... 8 18 8 20 dd 35 23 dd ... 40 ... 53 dd 24 19 19 27 15 dd dd
6.00 1.10 66.86 7.34 32.89 5.80 52.05 10.00 9.77 .76 41.95 8.85 1.91 3.33 9.91 9.74 .89 14.48 81.05 38.29 57.44 13.04 143.15 3.49 10.46 15.19 9.86 1.95 115.36 134.60 47.49 76.57 170.09 10.10 10.03 106.39 48.94 24.99 22.60 43.74 154.79 49.90 24.65 10.11 9.91 .50 10.03 9.59 1.27 9.96 83.91 109.60 10.02 9.81 .50 14.07 9.95 9.76 .80 104.49 25.42 6.12 2.61 1.03 9.83 9.73 9.74 .93 9.95 29.56 103.09 115.98 2084.52 133.39 251.26 50.25 34.47 10.10 9.82 .61 42.01 20.08 215.28 55.73 42.36 32.68 55.41 13.18 17.96
–0.86 –0.28 +1.42 –0.19 –0.95 +0.47 +0.16 –0.01 ... –0.06 –2.64 –0.04 –0.02 –0.18 –0.02 –0.01 +0.01 –0.27 –0.31 +0.12 +1.69 +0.93 +1.30 –0.07 +0.25 +0.05 +0.02 +0.10 +1.24 +3.72 +0.54 –1.33 +5.67 +0.03 –0.99 +2.08 –1.85 –0.27 +0.14 –1.21 +2.51 +1.02 +1.75 –0.03 +0.01 ... +0.35 +0.66 –0.07 –0.04 –1.30 +3.32 –0.01 +0.01 +0.01 +0.17 +0.02 +0.03 –0.03 +1.76 +0.11 +0.38 +0.03 +0.02 –0.17 –0.03 +0.02 ... –0.01 +1.33 +2.03 +3.86 +70.02 –0.34 +5.49 +1.43 +0.58 –0.10 ... –0.03 +0.76 +0.15 +6.81 +0.97 +1.06 +0.86 +0.36 –0.89 –0.61
... ... .37 .145 ... ... .05 ... ... ... ... ... ... ... ... ... ... .02 .47 .25 .31 .07 ... ... ... .17 .10 ... .231 ... 1.07 ... ... ... ... .30 ... ... .20 .10 .68 .22 ... ... ... ... ... ... ... ... ... ... ... ... ... .125 ... ... ... .68 ... ... ... ... ... ... ... ... ... .87 .64 ... ... ... 1.59 .44 ... ... ... ... ... ... .68 .2375 .4225 ... ... ... ...
B 17.25 3.90 Bark 5.00 0.51 BarkWt 47.84 26.33 B&G Foods
BARK ... dd 4.16 –0.04 ... BARK.WT ... ... .61 +0.02 ... BGS 6.1 24 30.96 –0.27 .475
36600
H O L I D A Y
36480 36360 36240 36120 36000
(Prev Th's Close)
35880
10
12
42.34 0.78 11.45 51.88 49.50 4.06 37.04 8.80 9.61 0.50 10.25 20.43 2.31 3.35 13.83 45.50 3.19 5.70 0.70 88.98 8.00 0.84 77.95 32.61 14.51 2.47 4.53 2.79 15.60 14.30 12.24 5.19 15.37 4.49 2.92 27.64 29.57 29.99 75.65 74.05 39.46 52.75 33.74 7.21 8.82 4.48 39.84 17.27 29.17 9.97 19.95 73.12 2.08 0.21 10.00 14.28 235.13 40.18 20.36 22.25 5.50 1.01 0.48 9.17 9.65 61.49 340816 226.10 16.35 48.65 94.54 40.06
Tuesday
+351.82 2
52-Week High Low Name 53.00 2.87 16.91 82.07 68.05 35.00 74.09 10.22 9.91 1.04 15.77 30.29 6.49 6.08 23.74 68.68 10.37 16.00 2.36 112.36 50.80 18.64 98.09 75.92 22.09 4.98 7.26 4.86 25.12 19.33 21.20 9.02 26.15 6.67 4.38 41.06 48.69 41.36 99.10 112.56 60.52 71.87 50.71 11.40 11.55 12.01 57.64 25.37 82.00 10.09 34.80 88.32 18.20 7.38 10.10 26.12 267.37 68.87 34.19 32.56 12.25 4.68 0.66 10.06 9.79 84.93 454999 301.65 29.16 74.54 141.97 73.23
Monday
BCE BEST BGSF BHP Group BHP Group BitMining BJ'sWholesale BoaAcqn BoaAcqnA BoaAcqnWt BP Midstream BP BP Prudhoe BRF BRT Apartments BWX Tech Babcock&Wilcox Babylon BabylonWt BadgerMeter Bakkt BakktWt Ball Bally's BancCalifornia BancoBBVA BancoBilbaoViz BancoBradesco BancodeChile Bladex BancoMacro BancSanBrasil BcoSantChile BcoSantMex BancoSantander BanColombia BankofAmerica BankofButterfield BankofHawaii BankofMontreal BankNY Mellon BkNovaScotia BankUnited Barclays BaringsBDC Barnes&NobleEduc BarnesGroup BarrickGold Bath&BodyWks BatteryFutureAcqUn BauschHealth BaxterIntl Beachbody BeachbodyWt BeardEnerTran BeazerHomes BectonDicknsn Belden BellRingBrands BenchmarkElec BensonHill BensonHillWt BerensonAcqnIWt BerensonAcqnI BerensonAcqnI Berkley BerkHathwy A BerkHathwy B BerkshireHills BerryGlobal BestBuy BigLots
4pm 10
12
2
5.4 ... 3.3 10.0 10.1 ... ... ... ... ... 9.1 4.7 2.5 ... 3.9 1.7 ... ... ... .8 ... ... .8 ... 1.2 ... 1.3 4.7 2.3 6.0 ... 8.2 6.3 2.9 1.2 3.5 1.9 4.6 3.3 3.2 2.3 4.4 2.2 1.6 7.6 ... 1.4 1.9 .9 ... ... 1.3 ... ... ... ... 1.4 .3 ... 2.4 ... ... ... ... ... .6 ... ... 1.7 ... 2.8 2.6
21 dd 14 14 14 dd 22 ... 58 ... 10 14 cc 46 16 18 dd ... ... 55 dd ... 39 27 15 4 8 6 10 11 4 ... 8 9 8 25 13 12 15 12 15 12 11 ... 7 dd 27 17 12 ... dd 36 ... ... ... 6 37 22 41 32 ... ... ... ... ... 15 8 8 12 14 10 7
51.70 .84 14.43 60.26 59.59 6.41 66.62 10.00 9.85 .55 15.31 26.69 3.79 4.07 23.44 48.02 9.06 6.01 .75 105.64 8.86 2.52 95.45 37.81 19.64 3.22 5.89 2.90 16.09 16.63 14.32 5.37 16.30 5.55 3.30 31.61 44.53 37.99 83.88 107.13 57.97 71.73 42.23 10.36 10.85 6.74 46.65 18.82 69.70 10.00 27.53 86.45 2.40 .26 10.05 23.27 253.26 64.10 28.77 27.08 7.20 1.23 .48 9.89 9.68 81.53 452700 299.98 28.50 73.34 101.55 45.51
Thursday
+90.42
-90.55
+95.83 4pm 10
Tick Div Sym Yld P/E Last Chg. Amt. BCE BEST BGSF BHP BBL BTCM BJ BOAS.UT BOAS BOAS.WT BPMP BP BPT BRFS BRT BWXT BW BBLN BBLN.WT BMI BKKT BKKT.WT BLL BALY BANC BBAR BBVA BBDO BCH BLX BMA BSBR BSAC BSMX SAN CIB BAC NTB BOH BMO BK BNS BKU BCS BBDC BNED B GOLD BBWI BFAC.UT BHC BAX BODY BODY.WT BRD.UT BZH BDX BDC BRBR BHE BHIL BHIL.WT BACA.WT BACA.UT BACA WRB BRK.A BRK.B BHLB BERY BBY BIG
Wednesday
+0.40 –0.09 +0.42 +0.34 +0.32 –0.64 +2.36 –0.02 +0.03 –0.03 –0.16 –0.28 +0.19 +0.06 +0.80 +0.17 –0.19 –0.41 –0.04 +0.45 –1.14 –0.68 +5.45 +0.30 +0.11 +0.02 +0.07 +0.03 –0.02 –0.37 –0.23 +0.01 +0.06 +0.06 +0.04 +0.22 +0.11 +0.04 +0.53 +1.22 –0.14 +1.94 +0.34 +0.12 –0.13 +0.05 +0.38 +0.25 +0.20 –0.04 –0.46 +0.90 –0.12 –0.08 +0.02 +0.56 +4.35 +0.38 +1.76 +0.65 –0.34 ... –0.06 –0.06 –0.07 +1.36 +8046.00 +5.49 +0.13 +3.03 +3.47 +3.27
.7011 ... .12 4.00 4.00 ... ... ... ... ... .3475 .3276 .0694 ... .23 .21 ... ... ... .20 ... ... .20 ... .06 ... .0697 .0026 .3844 .25 ... .0118 .9285 .0675 .0563 .0672 .21 .44 .70 1.037 .34 .7844 .23 .0555 .22 ... .16 .14 .15 ... ... .28 ... ... ... ... .87 .05 ... .165 ... ... ... ... ... 1.00 ... ... .12 ... .70 .30
12
2
4pm 10
12
52-Week High Low Name 10.21 1.75 948.97 188.50 348.50 151.51 832.70 11.32 5.00 10.33 9.96 0.75 72.78 89.05 10.74 9.91 0.65 9.98 10.36 0.89 12.75 28.77 973.16 17.47 4.89 149.78 34.04 21.04 26.51 289.23 44.95 12.76 17.89 6.55 35.90 94.89 10.99 9.93 1.30 13.35 12.06 3.15 278.57 78.35 134.50 100.26 12.84 55.55 3.34 1349.98 124.24 46.29 12.63 2.16 28.13 17.05 2.25 71.00 61.76 7.45 15.17 6.83 26.93 25.61 25.49 17.93 182.50 6.64 31.17 10.68 19.17 78.33
5.90 0.65 525.00 106.00 109.65 62.57 545.00 5.80 1.07 9.80 9.55 0.42 58.22 68.60 10.01 9.76 0.42 9.61 9.90 0.45 6.65 6.52 670.28 4.52 0.56 61.27 25.82 6.73 15.42 157.57 16.82 3.52 9.35 0.97 12.33 27.13 9.81 9.57 0.40 10.01 9.51 0.81 185.26 45.84 41.44 75.15 0.85 37.76 1.12 435.12 88.45 34.58 8.12 0.56 16.85 8.41 0.65 41.12 44.92 4.18 10.63 3.85 8.53 14.05 10.94 3.07 113.41 1.10 17.86 7.05 12.47 33.52
BigBear.ai BigBear.aiWt BiglariA BiglariB Bill.com BiohavenPharm Bio-RadLab A BirdGlobal BirdGlobalWt BiteAcqn BiteAcqn BiteAcqnWt BlackHills BlackKnight BlackMountain BlackMountainA BlackMountainWt BlackSpadeA BlackSpadeAcqn BlackSpadeWt BlackStoneMin BlackBerry BlackRock BlackSkyTech BlackSkyTechWt Blackstone BlackstoneMtg BlendLabs BlockHR Block BloomEnergy BlueApron BlueOwlCapital BlueOwlCapWt BluegreenVac BlueLinx BlueRiverAcqn BlueRiverA BlueRiverWt BluescapeOpps BluescapeOppsAcqn BluescapeOppsWt Boeing BoiseCascade BootBarn BoozAllen BoqiiHolding BorgWarner BorrDrilling BostonBeer BostonProps BostonSci Bowlero BowleroWt Box Boxed BoxedWt BoydGaming Brady BraemarHtls BrandywineRealty BrasilAgro Braskem BridgeInvt BrighamMin BrightHealth BrightHorizons BrightScholarEduc BrightSphere BrightSpire BrightView BrinkerIntl
2
4pm 10
12
2
Tick Div Sym Yld P/E Last Chg. Amt. BBAI BBAI.WT BH.A BH BILL BHVN BIO BRDS BRDS.WT BITE.UT BITE BITE.WT BKH BKI BMAC.UT BMAC BMAC.WT BSAQ BSAQ.UT BSAQ.WT BSM BB BLK BKSY BKSY.WT BX BXMT BLND HRB SQ BE APRN OWL OWL.WT BVH BXC BLUA.UT BLUA BLUA.WT BOAC.UT BOAC BOAC.WT BA BCC BOOT BAH BQ BWA BORR SAM BXP BSX BOWL BOWL.WT BOX BOXD BOXD.WT BYD BRC BHR BDN LND BAK BRDG MNRL BHG BFAM BEDU BSIG BRSP BV EAT
... ... ... ... ... ... ... ... ... ... ... ... 3.4 ... ... ... ... ... ... ... 9.7 ... 1.8 ... ... 2.8 8.0 ... 4.6 ... ... ... 2.4 ... ... ... ... ... ... ... ... ... ... .7 ... 1.7 ... 1.5 ... ... 3.4 ... ... ... ... ... ... ... 1.7 ... 5.6 8.7 ... 3.9 4.1 ... ... 17.9 .2 7.3 ... ...
dd ... 6 6 dd dd 3 dd ... ... ... ... 18 67 ... ... ... ... ... ... 38 dd 24 dd ... 18 12 dd 7 cc dd dd dd ... 13 4 ... cc ... ... cc ... dd 5 28 20 dd 14 dd 65 57 59 dd ... dd ... ... 17 22 dd 88 6 3 22 dd dd cc dd 7 dd 32 13
5.94 .80 697.00 141.96 251.15 138.27 758.65 6.34 1.15 9.93 9.70 .52 70.71 83.01 10.15 9.84 .45 9.69 10.05 .88 10.35 9.49 913.76 4.71 .56 128.50 30.88 7.50 23.62 165.34 21.89 6.49 14.98 4.75 34.72 91.64 9.93 9.73 .61 10.17 9.79 .89 202.71 69.99 125.17 85.00 .91 44.82 2.09 514.68 115.72 42.99 8.90 1.26 26.78 13.88 1.15 65.39 54.17 5.15 13.52 5.25 20.56 24.50 20.78 3.42 126.17 1.18 25.92 9.85 13.93 36.66
–0.91 –0.01 –21.67 –3.04 –2.23 +2.28 +12.39 –0.96 –0.28 –0.04 –0.01 ... +2.02 +1.33 –0.10 –0.02 +0.01 +0.01 –0.05 +0.02 –0.08 +0.01 –0.16 –0.59 –0.19 –6.50 –0.58 –0.03 +0.08 –2.37 –0.11 –1.17 +0.05 +0.01 –0.42 +4.50 –0.05 –0.01 +0.01 –0.03 +0.01 ... –1.51 +1.58 +8.34 +2.00 –0.01 +1.20 +0.10 –10.19 +1.46 +0.27 –0.25 –0.06 ... +1.97 +0.28 +0.71 +0.37 +0.20 ... +0.14 +0.42 +0.20 +0.17 –0.34 +2.96 –0.45 +0.26 +0.10 –0.02 –0.62
The Week’s Statistics Charting the Market ...................... 36 Dates To Watch ............................. 52
Exchange Traded Portfolios ........... 48 Mutual Funds ................................ 49
N.Y. Stock Exchange ...................... 39 Nasdaq National Market................ 44
New Highs & Lows ......................... 53 Winners & Losers Stocks ................ 37
4pm
For statistical queries please contact the Statistics Team: 609-520-4799 or email: [email protected]
... ... ... ... ... ... ... ... ... ... ... ... .595 ... ... ... ... ... ... ... .25 ... 4.13 ... ... 1.09 .62 ... .27 ... ... ... .09 ... ... ... ... ... ... ... ... ... ... 3.00 ... .37 ... .17 ... ... .98 ... ... ... ... ... ... ... .225 ... .19 .4586 ... .24 .26 ... ... .12 .01 .18 ... ...
40
BARRON’S
January 3, 2022
New York Stock Exchange Composite List 52-Week High Low Name
Tick Div Sym Yld P/E Last Chg. Amt.
84.72 69.75 0.41 39.72 41.14 25.83 11.10 0.32 185.40 28.00 8.95 62.20 85.00 51.98 80.60 61.70 63.31 49.87 70.18 76.15 81.57 117.62 57.10 12.83 23.34 10.10 10.00 0.99 85.77 96.99 13.55 357.34 29.13 16.66 28.49
58.48 53.22 0.07 24.02 33.62 15.55 8.85 0.07 137.91 17.72 4.15 37.64 47.98 35.39 56.89 48.25 33.45 32.85 42.72 62.59 66.25 75.87 28.37 6.11 4.01 9.64 9.60 0.61 37.46 62.07 8.00 234.07 6.01 1.21 14.59
Brink's BristolMyers BristolMyersRt Bristow BritishAmTob BrixmorProp BroadmarkRealty BroadmarkRltyWt BroadridgeFinl Broadstone BrookdaleSrLiving BrookfieldMgt BrookfieldReins BrookfieldBusPtr BrookfieldInfr BrookfieldInfr BrookfieldRenew BrookfieldRenew Brown&Brown Brown-Forman A Brown-Forman B Brunswick Buckle Buenaventura Build-A-Bear BuildAcqn BuildAcqnA BuildAcqnWt BuildersFirst Bunge BurfordCapital BurlingtonStrs ButterflyNtwk ButterflyNtwkWt BylineBancorp
BCO BMY CELG.RT VTOL BTI BRX BRMK BRMK.WT BR BNL BKD BAM BAMR BBU BIPC BIP BEPC BEP BRO BF.A BF.B BC BKE BVN BBW BGSX.UT BGSX BGSX.WT BLDR BG BUR BURL BFLY BFLY.WT BY
290.71 8.41 40.62 43.50 109.56 16.11 12.00 11.37 2.91 10.84 10.10 1.47 74.77 93.93 22.50 24.52 56.62 12.21 3.55 65.79 49.08 19.69 27.89 16.08 36.23 53.99 69.41 61.68 39.49 176.94 20.10 22.24 87.34 104.56 2269.90 65.25 46.94 35.59 24.14 34.19 29.36 47.18 71.74 80.03 37.75 65.45 179.06 28.49 53.77 49.20 53.64 123.13 136.22 44.33 83.07 19.60 46.57 17.43 5.70 25.94 177.95 69.26 11.79 10.88 1.96 62.96 247.65 155.98 31.52 27.31 49.20 66.33 58.89 19.09 116.92 376.83 11.35 10.45 1.92 12.00
215.18 3.76 25.25 26.25 58.74 8.58 9.95 9.71 0.90 9.86 9.65 0.85 37.58 74.58 9.88 11.71 34.77 9.81 0.50 53.19 37.57 12.46 21.06 10.41 6.51 40.92 33.04 41.12 28.72 27.52 12.58 11.22 14.70 67.08 1621.19 42.72 24.98 24.87 14.16 21.65 14.12 21.79 51.02 28.58 23.65 12.22 94.59 12.16 39.76 25.69 28.10 83.93 100.66 22.40 64.37 2.60 29.16 7.87 1.95 18.17 96.98 40.25 10.01 9.60 0.60 45.85 143.52 92.13 16.32 15.16 26.84 30.71 34.21 10.73 80.50 194.70 10.01 9.72 0.45 3.18
CACI Intl CBD Pao CBIZ CBL Assoc CBRE Group CCC Intelligent CCNeubergerII CCNeubergerII CCNeubergerIIWt CCNeubergerIII CCNeubergerIII A CCNeubergerIII Wt CF Industries CGI CI&T CI Financial CIT Group CITICCapAcqnA CITICCapAcqnWt CMS Energy CNA Fin CNH Indl CNO Financial CNX Resources CONSOL Energy CRH CS Disco CTO Realty CTS C3.ai Curo CVR Energy CVR Partners CVS Health CableOne Cabot Cactus CadenceBank Cadre CAE Caleres CaliforniaRscs CalWtrSvc Calix CallawayGolf CallonPetrol CamdenProperty Cameco CampbellSoup CampingWorld CanadaGoose CIBC CanNtlRlwy CanNaturalRes CanPacRlwy Cango Cannae CanoHealth CanoHealthWt Canon CapitalOne Capri Capstar CapstarSpacA CapstarSpacWt CardinalHealth Carlisle CarMax Carnival Carnival CarpenterTech CarriageSvcs CarrierGlobal Cars.com Carter's Carvana CascadeAcqn CascadeAcqnA CascadeAcqnWt CasperSleep
CACI CBD CBZ CBL CBRE CCCS PRPB.UT PRPB PRPB.WT PRPC.UT PRPC PRPC.WT CF GIB CINT CIXX CIT CCAC CCAC.WT CMS CNA CNHI CNO CNX CEIX CRH LAW CTO CTS AI CURO CVI UAN CVS CABO CBT WHD CADE CDRE CAE CAL CRC CWT CALX ELY CPE CPT CCJ CPB CWH GOOS CM CNI CNQ CP CANG CNNE CANO CANO.WT CAJ COF CPRI CPSR.UT CPSR CPSR.WT CAH CSL KMX CCL CUK CRS CSV CARR CARS CRI CVNA CAS.UT CAS CAS.WT CSPR
1.2 3.5 ... ... 7.9 3.8 8.9 ... 1.4 4.3 ... .9 .0 .5 3.1 3.4 3.4 3.5 .6 1.1 1.0 1.3 3.3 ... .0 ... ... ... ... 2.3 3.7 ... ... ... 1.3
41 dd ... dd 10 36 15 ... 39 42 dd 28 ... 11 dd 28 dd dd 34 43 45 13 9 dd 9 ... ... ... 11 6 dd 45 dd ... 12
65.87 62.52 .18 31.24 37.25 25.31 9.44 .09 182.87 24.50 5.12 60.53 62.86 45.82 66.41 60.18 35.97 35.09 69.81 67.88 72.40 99.38 42.69 7.35 18.52 9.87 9.76 .72 84.05 92.06 10.14 293.23 6.76 1.30 27.07
+1.14 +0.47 ... –0.12 +0.18 +0.82 –0.08 ... +2.58 ... –0.05 +0.59 +1.54 +0.16 –0.85 +1.43 –0.68 –0.41 +1.78 +1.08 +0.68 +2.51 +1.82 –0.05 +1.21 +0.02 +0.06 +0.02 +1.90 +1.90 –0.12 +6.04 –0.63 –0.17 +0.18
.20 .54 ... ... .7412 .24 .07 ... .64 .265 ... .13 .13 .0625 .51 .51 .3038 .3038 .1025 1.00 1.00 .335 5.65 ... 1.25 ... ... ... ... .525 .0625 ... ... ... .09
... 9.7 ... ... ... ... ... ... ... ... ... ... 1.7 ... ... 2.8 2.8 ... ... 2.7 3.4 .7 2.2 ... ... 2.2 ... 6.5 .4 ... 2.8 ... 11.2 2.1 .6 2.7 1.1 2.7 1.3 ... 1.2 1.6 1.3 ... ... ... 1.9 ... 3.4 4.9 ... 4.1 1.6 4.4 .9 7.3 ... ... ... 2.6 1.6 ... ... ... ... 3.7 .9 ... ... ... 2.8 .7 1.1 ... 2.4 ... ... ... ... ...
15 14 26 dd 25 dd ... dd ... ... ... ... 52 21 53 14 7 99 ... 22 9 16 7 dd dd 28 dd 3 dd dd 8 dd cc 18 33 13 67 11 56 70 40 1 32 22 13 dd cc dd 14 7 91 10 23 11 19 2 9 dd ... 13 5 24 ... dd ... 13 35 18 dd dd dd 42 21 55 13 dd ... 60 ... dd
269.22 3.92 39.25 30.15 108.51 11.67 10.27 9.92 1.30 9.97 9.87 1.08 71.88 88.32 11.50 20.96 50.30 10.03 .62 65.10 44.11 19.20 24.13 14.04 22.98 52.65 36.16 61.22 36.68 32.58 15.76 16.65 83.04 103.68 1772.28 55.50 38.09 30.04 23.93 24.76 22.86 42.43 71.37 78.70 27.63 47.84 178.18 21.80 43.15 40.86 36.75 115.71 121.74 41.85 71.59 3.14 35.51 9.13 2.41 24.41 145.49 64.46 10.25 9.96 .61 52.17 245.72 128.19 20.53 18.81 28.96 64.49 53.55 16.32 101.50 233.08 10.15 9.96 .49 6.70
+2.55 –0.01 –0.42 +1.46 +2.69 +0.12 +0.22 +0.06 +0.04 –0.03 +0.06 +0.03 –0.42 +1.07 –0.35 –0.14 –3.31 +0.02 +0.06 +1.58 +0.33 +0.31 +0.17 +0.02 –1.35 +1.06 –0.17 +1.46 +0.36 –1.67 –0.81 +0.43 +3.27 +2.37 +34.15 +0.92 +0.77 +0.89 +2.68 –0.58 +1.00 +0.78 +2.01 +12.47 +0.62 –1.11 +4.69 –0.42 +1.19 +1.30 –0.55 –0.19 +0.07 +1.31 +0.34 –0.07 –0.63 –0.24 –0.12 –0.66 +0.39 +2.77 –0.17 +0.01 –0.08 +1.42 +4.93 +1.88 –0.67 –0.72 –0.02 +1.83 +0.73 +0.02 +2.79 –7.70 +0.04 –0.01 –0.01 +0.03
... .2655 ... ... ... ... ... ... ... ... ... ... .30 ... ... .1447 .35 ... ... .435 .38 .131 .13 ... ... .23 ... 1.00 .04 ... .11 ... 2.93 .55 2.75 .37 .10 .20 .08 ... .07 .17 .23 ... ... ... .83 ... .37 .50 ... 1.2587 .4988 .4622 .1536 1.00 ... ... ... .4027 .60 ... ... ... ... .4908 .54 ... ... ... .20 .1125 .15 ... .60 ... ... ... ... ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
C
52-Week High Low Name 2.71 142.64 10.70 10.25 1.07 12.78 246.69 19.89 13.85 4.82 52.50 25.20 174.05 11.88 9.02 9.09 13.48 8.60 85.44 28.37 12.80 112.27 9.61 29.15 4.38 86.07 130.37 29.42 6.63 46.30 460.21 206.29 14.95 5.00 115.21 560.00 38.87 10.68 145.05 119.34 120.00 7.29 16.85 26.19 17.73 11.76 29.60 58.40 39.96 19.59 1958.55 157.46 197.92 42.87 102.27 6.21 13.75 13.88 12.97 10.61 1.99 11.50 10.00 1.90 18.71 78.28 272.81 27.85 20.00 43.20 80.29 51.54 7.06 19.87 25.28 59.65 34.79 18.59 11.15 9.97 1.29 118.89 3.70 65.70 27.68 45.81 36.56 39.75 26.51 12.38 10.20 2.49 10.24 59.00 231.11 221.64 6.34 59.23 59.07 12.60 101.22 12.39 11.46 2.90 54.67 212.81 85.60 9.78 10.00 1.09 10.15 9.96 1.39 91.62 103.74 36.86 82.53 17.04 52.54
1.18 97.86 9.75 9.59 0.54 7.19 178.75 8.93 5.81 0.90 37.79 9.25 115.42 7.01 5.11 5.13 5.56 2.65 57.16 19.31 6.64 66.91 4.69 18.31 1.90 40.82 78.20 15.16 2.56 17.52 243.37 115.87 10.26 1.13 24.25 403.00 23.30 7.83 99.64 83.89 50.05 1.52 9.78 17.09 2.91 7.85 0.98 43.52 25.08 10.57 1256.27 100.11 144.00 38.49 77.62 0.91 9.92 9.22 9.86 9.70 0.86 9.74 9.64 0.83 11.75 47.52 190.88 13.84 12.05 24.18 57.40 34.92 4.81 9.26 13.09 19.03 20.31 14.96 9.81 9.46 0.49 73.69 1.40 24.02 19.26 27.30 23.21 24.93 12.77 9.81 9.55 0.91 6.77 2.68 156.23 60.96 2.95 48.11 41.53 4.56 62.43 9.95 9.65 0.75 36.59 152.72 74.01 9.55 9.60 0.50 9.70 9.61 0.70 54.78 51.12 19.44 61.24 7.01 42.55
CastlightHealth Catalent CatchaInvt CatchaInvtA CatchaInvtWt CatchMarkTimber Caterpillar Cato Cazoo CazooWt CedarFairRec CedarRealty Celanese Celestica CementosPacasm Cemex CenovusEnergy CenovusEnergyWt Centene CenterPointEner CenterraGold Centerspace CentraisElBras CentralPacFin CentralPuerto CenturyComm CeridianHCM ChannelAdvisor CharahSolutions ChargePoint CharlesRiverLabs ChartIndustries ChathamLodging CheetahMobile Chegg Chemed Chemours CherryHillMtg ChesapeakeUtil Chevron Chewy Chico'sFas ChimeraInvt ChinaEastrnAir ChinaGreenAg ChinaLifeIns ChinaOnlineEduc ChinaPetrol ChinaSoAirlines ChinaYuchai Chipotle ChoiceHotels Chubb ChunghwaTel Church&Dwight ChurchillV Wt ChurchillCapCorp.V ChurchillCapV A ChurchillCapVI ChurchillVI A ChurchillVI Wt ChurchillCapVII ChurchillVII A ChurchillVII Wt Cian Ciena Cigna Cinemark CinerRscs CircorIntl Citigroup CitizensFin Citizens CityOfficeREIT Civeo CivitasRsrcs Clarivate ClarosMtg ClassAccel ClassAccelA ClassAccelWt CleanHarbors ClearChannelOutdr ClearSecure ClearwaterAnalytic ClearwaterPaper ClearwayEnergyA ClearwayEnergyC Cleveland-Cliffs ClimateRealI ClimateReal II A ClimateReal II Wt ClipperRealty CloopenGroup Clorox Cloudflare CN Finance Coca-Cola Coca-Cola Femsa CoeurMining Cohen&Steers CohnRobbins CohnRobbinsA CohnRobbinsWt Colfax ColfaxUn ColgatePalm ColombierAcqnA ColombierAcqnUn ColombierAcqnWt ColonnadeAcqnII Colonnade II A Colonnade II Wt Comerica ComfortSystems CommercialMetals CommBkSys CommunityHlthSys CommunityHlthcr
Tick Div Sym Yld P/E Last Chg. Amt. CSLT CTLT CHAA.UT CHAA CHAA.WT CTT CAT CATO CZOO CZOO.WT FUN CDR CE CLS CPAC CX CVE CVE.WT CNC CNP CGAU CSR EBR CPF CEPU CCS CDAY ECOM CHRA CHPT CRL GTLS CLDT CMCM CHGG CHE CC CHMI CPK CVX CHWY CHS CIM CEA CGA LFC COE SNP ZNH CYD CMG CHH CB CHT CHD CCV.WT CCV.UT CCV CCVI.UT CCVI CCVI.WT CVII.UT CVII CVII.WT CIAN CIEN CI CNK CINR CIR C CFG CIA CIO CVEO CIVI CLVT CMTG CLAS.UT CLAS CLAS.WT CLH CCO YOU CWAN CLW CWEN.A CWEN CLF CLIM.UT CLIM CLIM.WT CLPR RAAS CLX NET CNF KO KOF CDE CNS CRHC.UT CRHC CRHC.WT CFX CFXA CL CLBR CLBR.UT CLBR.WT CLAA.UT CLAA CLAA.WT CMA FIX CMC CBU CYH CHCT
... ... ... ... ... 3.5 2.2 3.9 ... ... ... 1.1 1.6 ... 19.7 ... .9 ... ... 2.4 2.9 2.6 11.6 3.6 ... .7 ... ... ... ... ... ... ... ... ... .3 3.0 12.9 1.3 4.6 ... ... 8.7 ... ... 5.1 ... 10.5 ... 12.3 ... .6 1.7 2.8 1.0 ... ... ... ... ... ... ... ... ... ... ... 1.7 ... 8.3 ... 3.4 3.3 ... 4.1 ... 3.7 ... 9.4 ... ... ... ... ... ... ... ... 3.9 3.7 ... ... ... ... 3.8 ... 2.7 ... ... 2.9 4.5 ... 2.0 ... ... ... ... 3.1 2.1 ... ... ... ... ... ... 3.1 .5 1.6 2.3 ... 3.6
dd 41 ... ... ... 20 22 11 dd ... dd dd 7 15 13 16 42 ... 68 18 dd dd 8 11 26 7 dd 40 dd dd 49 68 dd 13 dd 28 14 30 30 23 cc dd 5 dd dd 6 5 6 dd 8 70 37 10 26 31 ... ... dd ... dd ... ... cc ... dd 24 10 dd 18 dd 6 9 cc 20 dd 15 dd ... ... dd ... 28 dd dd dd dd cc cc 5 ... 70 ... dd dd 50 dd 7 29 18 dd 32 ... dd ... 59 ... 27 ... ... ... ... 64 ... 11 24 11 21 5 55
1.55 128.51 9.79 9.74 .58 8.67 206.08 17.40 6.09 .95 50.09 25.11 166.13 11.03 6.18 6.81 12.18 7.48 83.99 27.83 7.65 111.26 5.99 28.11 3.19 81.29 104.68 25.04 4.78 19.33 375.88 159.22 13.66 1.29 30.52 529.86 33.18 8.37 143.96 117.43 59.43 5.24 15.10 18.75 9.68 8.35 1.25 46.77 29.59 13.86 1747.22 154.59 193.11 42.24 101.42 .97 10.10 9.85 9.95 9.76 .98 10.00 9.81 1.02 13.54 76.90 230.75 16.48 16.47 27.18 60.43 47.27 5.56 19.65 18.65 49.81 23.59 15.74 9.94 9.70 .52 97.96 3.27 33.33 22.43 37.42 33.26 35.71 21.24 9.98 9.76 1.14 10.02 2.97 172.32 133.20 4.03 58.78 54.39 5.00 91.93 10.06 9.82 .80 46.13 186.64 84.59 9.62 9.87 .53 9.81 9.71 .70 87.02 98.34 35.95 74.48 13.37 47.38
+0.04 +3.55 –0.19 –0.01 ... +0.07 –0.12 +0.47 –0.15 –0.10 +0.12 +1.46 +4.81 +0.15 +0.22 +0.11 +0.17 +0.13 –0.73 +0.31 –0.08 +3.35 +0.18 +0.39 +0.01 +1.78 +0.79 +0.33 +0.19 +0.28 +6.68 +1.98 –0.05 +0.05 –0.03 +4.55 +1.46 –0.27 +2.23 +1.02 +0.17 +0.29 –0.36 +0.32 –0.47 +0.01 +0.09 –0.46 +1.21 +2.82 –1.45 +1.93 +2.47 +0.42 +1.89 –0.02 +0.03 +0.04 ... –0.01 –0.11 +0.04 +0.04 –0.02 +0.30 +0.90 +4.86 –0.95 –0.71 –0.17 +0.22 +0.64 –0.20 +0.36 –0.16 +1.74 –1.15 –0.44 –0.03 –0.01 –0.07 +2.40 –0.15 +3.03 +0.71 +1.36 –0.01 –0.08 +0.95 –0.01 –0.02 +0.14 +0.39 –0.30 +2.49 –4.07 +1.04 +0.56 –0.14 –0.17 +1.97 –0.01 –0.01 ... +0.98 +4.09 +1.80 –0.01 +0.07 –0.01 –0.05 –0.04 –0.05 +1.72 –0.50 +0.87 +0.31 +0.08 +1.95
... ... ... ... ... .075 1.11 .17 ... ... ... .066 .68 ... .9957 ... .0138 ... ... .17 .0556 .72 .1551 .25 ... .15 ... ... ... ... ... ... ... ... ... .36 .25 .27 .48 1.34 ... ... .33 ... ... .4933 ... 2.4674 ... 1.70 ... .2375 .80 1.5457 .2525 ... ... ... ... ... ... ... ... ... ... ... 1.00 ... .34 ... .51 .39 ... .20 ... .4625 ... .37 ... ... ... ... ... ... ... ... .34 .34 ... ... ... ... .095 ... 1.16 ... ... .42 1.244 ... 1.25 ... ... ... ... 1.4375 .45 ... ... ... ... ... ... .68 .13 .14 .43 ... .435
52-Week High Low Name
Tick Div Sym Yld P/E Last Chg. Amt.
8.65 3.55 2.77 7.27 10.33 21.82 33.31 22.11 75.44 12.00 10.70 2.25 11.34 39.09 15.28 13.48 3.94 10.70 1.24 10.37 9.95 0.95 4.70 159.11 77.98 85.39 1.04 10.81 10.10 250.49 255.00 21.60 19.31 55.48 23.58 14.29 463.59 47.85 7.20 94.91 32.51 49.87 54.58 12.35 11.04 18.15 19.73 46.82 6.37 30.51 10.22 9.96 1.19 49.98 21.30 16.72 23.64 11.12 69.00 62.53 40.70 108.67 11.06 10.67 169.50 14.95 17.00 5.58 33.94 10.26 15.50 23.24 208.69 114.55 10.50 10.00 1.19 14.39 11.10 3.30 32.34 57.29 139.70 17.88 277.09 139.98 22.77 11.36 3.00 66.36 3.63
5.76 2.09 1.57 5.01 3.56 14.64 19.07 8.60 47.10 9.59 9.50 0.85 4.29 30.44 9.89 9.63 0.69 9.68 0.68 10.07 9.72 0.59 1.85 106.15 39.18 65.56 0.56 9.70 9.50 207.35 209.85 11.92 9.23 16.28 10.62 6.01 353.02 17.05 0.44 64.66 20.00 21.08 30.52 5.92 2.95 6.34 9.26 34.81 3.50 24.64 9.71 9.60 0.70 36.54 13.59 7.70 14.28 6.20 25.06 22.80 31.01 72.47 7.08 6.87 88.67 9.06 11.90 2.31 18.05 7.35 7.41 16.90 146.15 85.65 9.74 9.55 0.49 9.70 9.62 0.69 16.95 31.44 85.58 8.62 203.38 103.55 13.89 6.09 0.80 17.77 0.93
SABESP EngGr-Cmg C EngGr-Cmg COPEL CiaSiderurgica CerveceriasUnid CompassDiversif Compass CompassMnlInt ComputeHealth ComputeHlthA ComputeHlthWt ComstockRscs ConagraBrands ConcordAcqn ConcordAcqnA ConcordAcqnWt ConcordAcqnIIA ConcordAcqnIIWt ConcordAcqnIII ConcordAcqnIII A ConcordAcqnIIIWt ConcordMed Conmed ConocoPhillips ConEd ConstellationI Wt ConstellationI ConstellationI A ConstBrands A ConstBrands B Constellium ContainerStore ContinentalRscs Volaris ConveyHealth Cooper Cooper-Standard CooTekCayman Copa Core&Main CoreLabs CoreCard CoreCivic CorEnergyInfr CorePoint CornerstoneBldg Corning CorpAmAirports CorpOfficeProp CorsairPtrg CorsairPtrA CorsairPtrWt Corteva Cosan Costamare CoterraEnergy Coty Coupang Coursera CousinsProperties Crane Crawford A Crawford B Credicorp CreditSuisse CrescentEnergy CrescentPoint CrestwoodEquity CrestwoodEqUn CrossTimbers CrossAmerPtrs CrownCastle CrownHoldings CrownPropTech CrownPropA CrownPropWt CrucibleAcqn CrucibleAcqnA CrucibleAcqnWt CryoLife CubeSmart Cullen/Frost Culp Cummins CurtissWright Cushman&Wkfd CustomTruck CustomTruckWt CustomersBancorp CypressEnvl
SBS CIG.C CIG ELP SID CCU CODI COMP CMP CPUH.UT CPUH CPUH.WT CRK CAG CND.UT CND CND.WT CNDA CNDA.WT CNDB.UT CNDB CNDB.WT CCM CNMD COP ED CSTA.WT CSTA.UT CSTA STZ STZ.B CSTM TCS CLR VLRS CNVY COO CPS CTK CPA CNM CLB CCRD CXW CORR CPLG CNR GLW CAAP OFC CORS.UT CORS CORS.WT CTVA CSAN CMRE CTRA COTY CPNG COUR CUZ CR CRD.A CRD.B BAP CS CRGY CPG CEQP CEQP.PR CRT CAPL CCI CCK CPTK.UT CPTK CPTK.WT CRU.UT CRU CRU.WT CRY CUBE CFR CULP CMI CW CWK CTOS CTOS.WT CUBI CELP
10.88 10.84 1.45 33.85 6.37 7.19 13.12 11.96 3.51 13.29 123.74 52.78 50.52 44.18 28.44 333.96 89.41 66.30 130.33 164.28 85.98 28.26 136.48 451.49
9.71 9.60 0.50 18.05 2.13 5.11 9.80 9.65 0.58 7.88 98.43 45.37 38.21 24.17 18.75 211.22 20.16 8.02 36.45 110.89 56.16 21.98 94.38 276.70
D&ZMedia D&ZMediaA D&ZMediaWt DCP Midstream DHI Group DHT DPCM Capital DPCM Cap A DPCM Cap Wt DRDGOLD DTE Energy DTEEnergy DT Midstream DXC Tech Dana Danaher Danaos DanimerScientific DaqoNewEnergy Darden DarlingIngred Datto DaVita DeckersOutdoor
DNZ.UT DNZ DNZ.WT DCP DHX DHT XPOA.UT XPOA XPOA.WT DRD DTE DTP DTM DXC DAN DHR DAC DNMR DQ DRI DAR MSP DVA DECK
.8 ... ... 11.0 ... 7.7 4.7 ... 1.2 ... ... ... ... 3.7 ... ... ... ... ... ... ... ... ... .6 2.5 3.6 ... ... ... 1.2 1.1 ... ... 1.4 ... ... .0 ... ... ... ... .2 ... ... 6.6 ... ... 2.6 ... 3.9 ... ... ... 1.2 2.8 3.7 2.6 ... ... ... 3.1 1.7 3.2 3.2 1.0 .4 ... 2.7 9.2 8.7 8.8 11.0 2.8 .7 ... ... ... ... ... ... ... 3.0 2.4 5.1 2.7 .5 ... ... ... ... ...
10 7 5 14 2 12 dd dd dd ... cc ... dd 14 ... dd ... ... ... ... ... ... dd 72 22 25 ... ... 25 84 94 8 5 20 dd ... 7 dd dd dd 61 34 41 dd dd dd 4 39 dd 22 ... ... ... 21 8 6 22 dd dd dd 49 15 11 11 12 cc ... 2 dd ... 11 39 69 25 ... ... ... ... ... ... cc 52 19 17 14 23 67 dd ... 8 dd
7.25 3.43 2.39 5.65 4.45 16.12 30.68 9.13 50.64 9.96 9.74 .90 8.23 33.88 11.63 10.36 2.70 9.75 1.01 10.19 9.89 .69 2.14 143.32 72.28 85.18 .67 9.97 9.78 249.39 250.00 17.82 10.10 44.61 17.85 8.17 424.02 21.58 .70 82.31 30.75 22.67 39.32 9.99 3.05 15.67 17.22 37.21 5.74 28.36 10.00 9.68 .99 47.12 15.50 12.42 19.55 10.39 29.58 24.50 40.35 100.89 7.61 7.58 125.10 9.63 12.79 5.22 27.23 9.69 11.61 19.06 207.92 109.37 10.24 9.88 .58 9.95 9.73 .72 20.43 57.02 126.41 9.05 217.84 137.65 22.40 7.84 2.61 64.52 1.03
+0.19 +0.14 +0.04 +0.21 +0.14 +0.35 +0.99 –0.09 –1.16 +0.01 +0.01 –0.03 –0.23 +0.55 –0.02 –0.32 +0.09 –0.03 +0.13 +0.12 ... ... +0.09 +1.30 +1.09 +1.41 –0.03 +0.02 +0.03 +5.35 +11.00 –0.19 +0.11 –0.33 +0.20 +0.16 +12.81 +0.78 +0.16 –0.13 +1.24 –0.58 –0.91 –0.30 –0.49 ... +0.79 +0.46 +0.10 +0.59 –0.02 –0.07 –0.02 +0.68 +0.72 +0.22 +0.16 –0.13 –0.65 –0.59 +0.91 +1.21 +0.10 +0.27 +5.21 –0.06 +0.36 +0.44 +2.04 –0.05 +0.01 ... +8.53 +3.68 +0.22 +0.02 +0.03 –0.01 –0.02 +0.02 +0.08 +1.22 +0.93 +0.08 +3.87 +1.72 +0.48 –0.20 +0.11 +1.55 –0.07
.0714 ... ... .4176 ... .7066 .36 ... .15 ... ... ... ... .3125 ... ... ... ... ... ... ... ... ... .20 .20 .775 ... ... ... .76 .69 ... ... .20 ... ... .03 ... ... ... ... .01 ... ... .05 ... ... .24 ... .275 ... ... ... .14 .2635 .115 .175 ... ... ... .31 .43 .06 .06 1.2198 .0542 ... .0352 .625 .2111 .1371 .525 1.47 .20 ... ... ... ... ... ... ... .43 .75 .115 1.45 .18 ... ... ... ... ...
... ... ... 5.9 ... 2.5 ... ... ... ... 3.0 6.1 5.0 ... 1.8 .3 2.8 ... ... 2.8 ... ... ... ...
... dd ... 57 cc dd ... dd ... 8 26 ... 15 22 16 42 2 dd 5 21 21 cc 13 24
9.91 9.75 .58 26.63 6.10 5.17 9.98 9.80 .62 8.35 119.32 51.38 47.75 32.39 22.60 328.47 72.36 8.73 40.94 149.33 67.87 26.55 113.28 367.91
+0.01 +0.01 –0.02 +1.02 +0.06 –0.08 –0.17 +0.01 –0.02 +0.11 +2.50 +0.38 +0.22 –0.18 +0.10 +7.68 +2.29 –0.24 +2.01 +0.49 +3.37 –0.09 +1.86 +11.38
... ... ... .39 ... .02 ... ... ... ... .825 .7813 .60 ... .10 .21 .50 ... ... 1.10 ... ... ... ...
D
52-Week High Low Name
Tick Div Sym Yld P/E Last Chg. Amt.
400.34 51.56 27.38 59.49 52.28 48.38 11.40 10.29 1.40 91.30 20.48 34.94 17.66 15.34 45.56 222.08 11.49 5.85 147.39 18.01 17.30 15.27 3.73 176.53 8.70 133.40 416.71 100.70 46.00 10.25 0.70 135.69 203.02 11.10 10.45 2.16 104.74 17.66 239.35 10.61 2.00 81.08 105.25 566.94 69.35 52.33 257.25 15.68 48.42 51.44 12.66 36.97 182.96 71.38 107.79 75.50 40.62 4.02 25.25 65.40 108.38 65.38 26.48 87.27 81.40 105.28 3.72 80.13 20.51
263.85 30.77 13.48 35.50 33.40 28.16 9.89 9.65 0.42 24.86 7.09 4.66 7.97 10.08 15.65 153.67 7.88 1.68 55.10 4.76 7.92 3.66 0.27 124.65 4.34 35.35 53.20 56.50 12.30 10.06 0.48 81.27 142.04 10.09 9.76 1.21 83.10 12.15 173.50 4.81 0.86 67.85 91.90 319.71 54.76 16.73 110.13 10.82 27.16 34.99 10.00 26.45 115.88 51.33 41.17 57.54 18.17 1.39 16.16 41.72 85.56 37.61 16.61 66.37 32.42 62.88 2.26 39.12 15.32
Deere DelekLogistics DelekUS DellTechC DeltaAir Deluxe DelwindsIns DelwindsInsA DelwindsInsWt Denbury DesignerBrands DesktopMetal Despegar.com DeutscheBank DevonEnergy Diageo DiamndrckHspty DianaShipping Dick's DiDiGlobal DieboldNixdorf DigitalMedia DigitalMediaWt DigitalRealty DigitalBridge DigitalOcean Dillard's DineBrands Dingdong DirectSellingUn DirectSellingAcqnWt DiscoverFinSvcs Disney dMYTechVI dMYTechGroupVI dMYTechGrpVIWt DolbyLab Dole DollarGeneral Doma DomaWt DominionEner DominionEnerUn Domino's Donaldson DonnelleyFin DoorDash DorianLPG DoubleVerify DouglasDynamics DouglasElliman DouglasEmmett Dover Dow Doximity DrReddy'sLab Dril-Quip DriveShack DuckhornPtf Ducommun DukeEnergy DukeRealty Dun&Bradstreet DuPont DutchBros DycomInds DynagasLNG Dynatrace DynexCapital
DE DKL DK DELL DAL DLX DWIN.UT DWIN DWIN.WT DEN DBI DM DESP DB DVN DEO DRH DSX DKS DIDI DBD DMS DMS.WT DLR DBRG DOCN DDS DIN DDL DSAQ.UT DSAQ.WT DFS DIS DMYS.UT DMYS DMYS.WT DLB DOLE DG DOMA DOMA.WT D DCUE DPZ DCI DFIN DASH LPG DV PLOW DOUG DEI DOV DOW DOCS RDY DRQ DS NAPA DCO DUK DRE DNB DD BROS DY DLNG DT DX
10.00 9.95 33.38 135.98 29.76 98.20 725.40 56.07 10.49 9.99 1.00 23.37 115.84 10.10 9.92 1.15 28.92 6.65 14.58 4.72 169.15 13.15 23.65 229.45 130.47 13.99 175.72 238.93 15.91 18.90 46.44 68.58 131.73 39.17 37.49 56.00 189.84 14.48 26.92 4.90 19.60 13.92 10.39 10.11 1.52 15.06
9.83 9.59 21.15 87.36 19.76 48.60 328.90 30.85 9.73 9.57 0.43 12.53 75.19 9.75 9.61 0.57 7.22 0.75 8.26 1.66 98.98 5.05 19.64 131.28 96.27 4.47 114.01 201.15 11.37 9.12 29.87 53.92 78.44 16.12 27.16 43.08 97.89 7.46 15.86 2.54 14.44 9.81 9.82 9.55 0.95 9.30
EG Acqn EG Acqn A elfBeauty EMCOR ENI EOG Rscs EPAM Systems EPR Prop EQ Health EQ Health A EQ Health Wt EQT ESCO Tech ESM Acqn ESM Acqn A ESM Acqn Wt ESSTech ESSTechWt E2open E2openWt EagleMaterials EarthstoneEner EasterlyGovtProp EastGroup EastmanChem EastmanKodak Eaton Ecolab Ecopetrol Ecovyst EdgewellPersonal EdisonInt EdwardsLife 8x8 ElancoAnimal ElancoAnimalUn Elastic EldoradoGold ElementSolns ElevateCredit EllingtonFin EllingtonResiMtg ElliottOppII ElliottOppIIA ElliottOppIIWt EmbotellAndinaA
EGGF.UT EGGF ELF EME E EOG EPAM EPR EQHA.UT EQHA EQHA.WT EQT ESE ESM.UT ESM ESM.WT GWH GWH.WT ETWO ETWO.WT EXP ESTE DEA EGP EMN KODK ETN ECL EC ECVT EPC EIX EW EGHT ELAN ELAT ESTC EGO ESI ELVT EFC EARN EOCW.UT EOCW EOCW.WT AKO.A
1.2 8.9 ... ... ... 3.7 ... ... ... ... ... ... ... ... 4.5 1.8 ... 10.2 1.6 ... ... ... ... 2.6 ... ... .3 2.1 ... ... ... 1.7 ... ... ... ... 1.0 2.4 .7 ... ... 3.2 7.2 .7 1.5 ... ... .0 ... 2.9 ... 3.3 1.1 4.9 ... .4 ... ... ... ... 3.8 1.7 ... 1.5 ... ... ... ... 9.2
18 11 dd 7 dd 19 ... cc ... dd dd dd dd 10 26 36 dd 97 9 ... dd 42 ... 74 dd dd 9 17 ... ... ... 7 cc ... ... ... 32 32 23 dd ... 25 ... 42 25 20 dd 6 cc 22 ... 94 28 7 cc 38 dd dd 45 16 27 27 dd 7 ... 65 2 cc 4
342.03 42.48 15.06 56.51 39.04 32.11 10.08 9.89 .53 75.17 14.57 5.07 9.84 12.52 43.67 219.17 9.60 3.92 111.85 5.23 9.00 4.51 .39 176.09 8.34 82.38 251.03 76.92 15.08 10.16 .49 115.83 155.93 10.47 9.82 1.28 95.59 13.12 235.83 5.20 .98 78.47 100.64 557.41 58.73 47.47 152.38 12.68 33.28 38.74 12.13 33.72 180.67 56.78 51.12 65.42 19.54 1.54 23.26 46.17 104.79 65.15 20.32 80.13 52.14 92.92 2.81 60.57 16.89
–7.19 –0.83 +0.37 +0.63 –0.26 +0.51 –0.04 +0.03 +0.06 +2.55 +0.07 –0.28 +0.03 –0.10 +1.62 +2.10 +0.06 –0.02 +7.91 –0.37 +0.11 +0.13 +0.06 +6.28 +0.24 +1.12 +1.34 –5.18 +1.82 –0.01 –0.01 +0.49 +2.30 +0.05 +0.01 ... +2.90 +0.03 +14.50 –0.05 –0.11 +1.13 +0.96 +11.57 +1.09 +0.41 –1.30 +0.02 +0.52 +0.09 ... +0.52 +6.93 +1.64 –0.42 +2.63 +0.14 +0.01 +0.78 +0.39 +1.82 +2.56 +0.23 +1.59 –0.71 +1.66 –0.07 –0.12 +0.21
1.05 .95 ... ... ... .30 ... ... ... ... ... ... ... ... .73 2.4264 ... .092 .4375 ... ... ... ... 1.16 ... ... .20 .40 ... ... ... .50 ... ... ... ... .25 .08 .42 ... ... .63 1.8125 .94 .22 ... ... 1.00 ... .285 ... .28 .50 .70 ... .3365 ... ... ... ... .985 .28 ... .30 ... ... ... ... .13
... ... ... .4 4.0 3.4 ... 6.3 ... ... ... ... .4 ... ... ... ... ... ... ... .6 ... 4.6 1.9 2.5 ... 1.8 .9 .7 .0 1.3 4.1 ... ... ... 5.6 ... ... 1.3 ... 10.6 11.3 ... ... ... 6.4
... ... 95 19 26 17 93 cc ... 8 ... dd 35 ... ... ... dd ... ... ... 20 dd 76 74 32 8 33 60 9 dd 22 34 56 dd dd ... dd dd 26 dd 5 34 ... ... ... 10
9.91 9.74 32.62 127.42 27.56 89.18 673.14 47.52 10.08 9.71 .55 22.04 87.90 9.98 9.72 .73 11.64 2.45 11.47 2.99 165.96 11.28 22.93 226.54 119.70 4.72 171.42 234.01 13.02 10.35 45.69 67.63 130.68 17.46 28.71 45.04 124.78 9.37 24.02 2.99 16.99 10.59 10.01 9.75 1.04 10.72
... +0.02 +1.00 +1.87 –0.10 +2.00 +10.06 +1.04 +0.13 –0.04 ... –0.09 +1.24 +0.05 ... +0.01 –1.86 –0.94 +0.56 +0.22 +2.38 +0.94 +0.41 +9.24 +2.31 –0.39 +3.38 +5.77 –0.11 +0.13 +1.11 –0.04 +2.11 –0.17 –0.17 +0.05 +0.80 –0.06 +0.41 –0.02 –0.04 –0.23 –0.02 –0.02 –0.01 +0.72
... ... ... .13 1.0194 .75 ... .25 ... ... ... ... .08 ... ... ... ... ... ... ... .25 ... .265 1.10 .76 ... .76 .51 .0932 3.20 .15 .70 ... ... ... .625 ... ... .08 ... .15 .10 ... ... ... .2129
E
52-Week High Low Name
Tick Div Sym Yld P/E Last Chg. Amt.
17.36 19.40 7.28 127.20 105.99 13.11 43.82 10.60 10.35 1.25 7.90 43.35 89.68 172.41 34.79 7.76 8.88 4.50 52.85 11.55 28.84 11.18 104.47 24.74 23.21 38.83 8.64 22.24 43.47 10.00 10.05 0.60 113.50 115.02 25.69 9.34 88.45 46.88 73.33 4.85 300.11 28.30 36.09 11.52 29.29 12.12 11.06 2.35 88.47 91.14 2.91 12.65 2.56 25.99 2.63 54.22 32.92 53.70 65.00 357.90 372.36 32.15 11.20 10.03 26.52 164.63 10.20 289.68 69.45 26.61 92.66 51.06 34.60 49.38 11.00 10.40 1.52 13.97 32.64 5.97 227.33 66.38
11.27 6.23 3.22 29.88 77.76 8.36 30.20 9.70 9.50 0.42 3.27 31.77 56.31 72.15 22.02 3.69 5.25 1.76 36.14 6.03 18.69 3.07 72.13 6.26 17.35 19.96 3.58 17.50 22.01 9.76 9.57 0.48 71.09 85.78 19.28 2.72 61.00 32.14 44.40 2.48 161.87 16.42 24.56 6.23 25.03 10.00 9.70 0.67 58.27 56.79 1.56 9.59 0.79 13.33 0.21 39.62 20.00 41.11 53.97 226.79 231.97 19.84 7.55 9.96 13.05 103.50 10.00 209.63 51.92 12.32 76.64 33.85 15.80 22.00 9.86 9.61 0.57 0.86 11.74 2.67 106.56 40.97
EmbotellAndinaB Embraer EmeraldHldg EmergentBiosol EmersonElec EmpireStateRealty EmployersHldgs EmpowermentI Empower&IncA EmpowerIWt EmpresaDisCom Enbridge EncompassHealth Endava Endeavor EndeavourSilver EnelAmericas EnelChile Energizer EnergyTransfer EnerpacTool Enerplus EnerSys Eneti Enfusion EngageSmart EnLinkMid Ennis EnovaIntl EnphysAcqn EnphysAcqnA EnphysAcqnWt EnPro Entergy EnterpriseProd Entravision Envestnet Envista EnvivaPartners EnzoBiochem Equifax Equinor Equitable EquitransMdstm EquityCommnwlth EquityDistribution EquityDistrA EquityDistrWt EquityLife EquityResdntl EquusTotReturn ErmenegildoZegna ErmenegildoZegnaWt EroCopper ErosSTX EssentGroup EssentialProp EssentialUtil EssentialUtilUn EssexProp EsteeLauder EthanAllen Euronav EVeMobilityAcqnUn Eventbrite EvercoreA EverestConsol EverestRe Evergy Everi EversourceEner Evertec EvolentHealth EvoquaWater ExecutiveNtwk ExecutiveNtwkA ExecutiveNtwkWt Express Expro Exterran ExtraSpaceSt ExxonMobil
AKO.B ERJ EEX EBS EMR ESRT EIG EPWR.UT EPWR EPWR.WT EDN ENB EHC DAVA EDR EXK ENIA ENIC ENR ET EPAC ERF ENS NETI ENFN ESMT ENLC EBF ENVA NFYS.UT NFYS NFYS.WT NPO ETR EPD EVC ENV NVST EVA ENZ EFX EQNR EQH ETRN EQC EQD.UT EQD EQD.WT ELS EQR EQS ZGN ZGN.WT ERO ESGC ESNT EPRT WTRG WTRU ESS EL ETD EURN EVE.UT EB EVR MNTN.UT RE EVRG EVRI ES EVTC EVH AQUA ENPC.UT ENPC ENPC.WT EXPR XPRO EXTN EXR XOM
16.41 14.10 9.92 10.25 10.00 1.67 49.62 17.75 50.40 123.66 13.83 15.28 4.92 23.45 155.82 122.53 495.40 553.97 14.32 12.31 11.30 3.62 73.87 14.85 122.75 11.00 2.05 124.37 137.01 138.40 48.88 38.21 319.90
10.59 10.03 1.52 9.81 9.60 0.71 33.66 9.38 22.04 87.27 9.29 7.71 1.15 16.10 105.07 75.72 294.21 342.89 3.38 9.96 9.66 0.76 28.40 8.45 33.55 6.46 0.68 63.92 73.14 81.85 31.83 26.37 216.34
FastAcqn FastAcqnA FastAcqnWt FastAcqnII FastAcqnII A FastAcqnII Wt FB Financial F45Training Figs FMC FNB FreyrBattery FreyrBatteryWt FS KKR Cap FTI Consulting Fabrinet FactSet FairIsaac FangHoldings FarPeakAcqn FarPeakAcqnA FarPeakAcqnWt Farfetch FarmlandPtrs Fastly FathomDigital FathomDigitalWt FedAgriMtg A FedAgriMtg C FederalRealty FederalSignal FederatedHermes FedEx
FST.UT FST FST.WT FZT.UT FZT FZT.WT FBK FXLV FIGS FMC FNB FREY FREY.WT FSK FCN FN FDS FICO SFUN FPAC.UT FPAC FPAC.WT FTCH FPI FSLY FATH FATH.WT AGM.A AGM FRT FSS FHI FDX
5.8 ... ... ... 2.2 1.6 2.4 ... ... ... ... 7.0 1.7 ... ... ... 3.2 9.3 3.0 7.5 .2 1.2 .9 .5 ... ... 5.5 5.1 ... ... ... ... 1.0 3.6 8.3 1.5 ... ... 4.4 ... .5 1.6 2.2 5.9 ... ... ... ... 1.7 2.7 ... ... ... ... ... 1.7 3.6 2.0 4.6 2.4 .7 4.4 1.4 ... ... 2.0 ... 2.3 3.3 ... 2.6 .4 ... ... ... ... ... ... ... ... 2.2 5.8
11 dd dd 11 24 dd 9 ... dd ... dd 17 16 cc dd 20 10 8 20 5 34 dd 22 dd ... dd dd 19 3 ... ... ... 35 18 12 13 cc 22 dd 30 52 31 dd 16 dd ... 36 ... 61 34 dd dd ... 7 ... 8 cc 33 ... 51 45 9 dd ... dd 9 ... 11 18 33 26 24 dd cc ... 17 ... dd dd dd 42 dd
12.97 17.71 3.85 45.14 92.66 8.96 41.14 9.99 9.74 .55 5.40 38.65 66.01 164.94 34.37 4.21 5.39 1.77 39.42 8.16 20.34 10.36 78.65 7.46 21.44 23.53 6.80 19.63 40.55 9.88 9.65 .50 109.94 111.64 21.70 6.83 79.94 45.04 71.64 3.20 291.54 26.68 32.76 10.09 26.19 10.02 9.83 .76 87.15 90.54 2.35 10.90 2.08 15.01 .24 45.56 28.64 53.48 64.93 352.69 367.34 26.16 8.86 10.00 17.27 136.23 10.05 274.21 68.43 21.17 91.14 50.17 27.67 46.43 9.98 9.84 .68 3.31 14.10 2.92 225.57 60.79
+0.57 +0.53 +0.45 –0.38 +1.38 –0.07 +0.56 –0.01 +0.04 –0.01 +0.15 +0.65 +1.90 +1.82 +0.90 –0.22 –0.11 –0.13 +0.92 –0.06 +0.33 +0.24 +1.15 +0.09 +2.36 –1.02 +0.29 +0.31 +0.15 –0.04 –0.02 ... –0.38 +1.55 +0.23 –0.18 –1.44 –0.66 +0.58 +0.02 +4.51 –0.76 –0.20 –0.08 +0.18 –0.04 ... +0.02 +2.28 +2.36 –0.01 –1.10 –0.09 +0.09 –0.02 +1.07 +0.71 +1.26 +1.66 +10.02 +1.35 +0.71 +0.05 +0.01 –0.33 +0.52 +0.02 +7.19 +1.68 –0.47 +1.70 +0.59 +0.69 +0.60 +0.02 +0.04 +0.09 +0.24 –0.05 –0.10 +7.57 –0.23
.2342 ... ... ... .515 .035 .25 ... ... ... ... .6723 .28 ... ... ... .1583 .2187 .30 .1525 .04 .0327 .175 .01 ... ... .0938 .25 ... ... ... ... .27 1.01 .45 .025 ... ... .84 ... .39 .18 .18 .15 ... ... ... ... .3625 .6025 ... ... ... ... ... .19 .26 .2682 .75 2.09 .60 .29 .03 ... ... .68 ... 1.55 .5725 ... .6025 .05 ... ... ... ... ... ... ... ... 1.25 .88
... ... ... ... ... ... 1.0 ... ... 1.9 3.9 ... ... 11.9 ... ... .7 ... ... ... ... ... ... 1.7 ... ... ... 2.9 2.9 3.1 .8 2.9 1.2
... dd ... ... ... ... 11 dd dd 24 11 dd ... 2 22 28 46 33 dd ... dd ... dd dd dd cc ... 12 12 45 25 13 17
11.90 10.16 3.55 9.90 9.73 .96 43.87 10.65 27.48 109.39 12.21 11.16 3.64 20.84 153.91 118.84 484.74 437.11 3.63 10.64 10.05 1.95 34.01 12.00 37.23 6.48 .75 120.00 123.48 137.12 42.87 37.74 258.56
+0.13 –0.04 –0.20 +0.01 ... –0.07 +0.50 –0.42 +1.12 +0.27 +0.23 –0.25 –0.16 +0.24 +3.11 +0.82 +5.23 +2.01 +0.13 –0.16 –0.05 –0.15 +1.06 +0.08 –2.15 –4.05 –0.38 +7.00 +2.81 +4.74 +0.50 +0.37 +4.74
... ... ... ... ... ... .11 ... ... .53 .12 ... ... .62 ... ... .82 ... ... ... ... ... ... .05 ... ... ... .88 .88 1.07 .09 .27 .75
F
January 3, 2022
BARRON’S
41
New York Stock Exchange Composite List
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
52-Week High Low Name 182.76 278.78 22.00 53.00 155.96 1.80 11.95 10.55 11.67 2.04 10.15 10.29 1.43 10.61 79.75 14.91 16.28 9.90 19.45 66.50 10.28 0.75 24.01 222.86 41.60 14.00 14.44 4.50 31.96 8.93 336.00 56.77 10.36 10.02 1.58 295.36 25.44 145.89 2.74 27.72 44.39 25.68 89.59 66.71 21.49 10.59 10.16 1.71 26.55 48.88 48.13 79.87 11.08 10.10 2.22 34.79 11.76 10.70 2.76 10.15 10.23 1.75 9.85 114.01 28.50 30.10 2.64 163.79 17.74 50.92 38.27 11.27 10.30 1.55 46.10 43.33 36.57 9.86 57.47 22.80 81.73 10.19 9.85 1.09 17.86
116.70 183.82 13.79 35.72 101.79 0.85 9.61 9.63 3.66 0.33 9.76 9.60 0.55 2.14 48.69 8.88 10.69 1.45 12.55 40.08 9.73 0.51 9.86 143.60 29.25 9.95 9.70 0.75 9.61 5.25 108.19 39.41 9.63 9.57 0.46 200.78 7.81 81.20 0.53 21.66 28.15 14.41 67.74 38.90 8.43 9.76 9.60 0.75 18.41 20.55 38.49 64.58 9.75 9.50 0.72 20.40 9.80 9.65 0.73 9.65 9.50 0.78 2.91 80.40 11.68 25.57 0.53 105.62 14.26 21.24 23.96 9.81 9.60 0.54 24.71 29.71 22.92 5.73 14.64 7.95 49.80 9.72 9.60 0.55 7.04
Ferguson Ferrari Ferro FidNatlFin FidNatlInfo FigureAcqnI Wt FigureAcqnI FigureAcqnI A FinanceofAm FinanceofAmWt FinTechEvol FinTechEvolA FinTechEvolWt FinVolution FirstAmerFin FirstBanCorp FirstCmwlthFin First HS Educ FirstHorizon FirstIndRlty FirstLightAcqnA FirstLightWt FirstMajestic FirstRepBank FirstEnergy FirstMarkHorizon FirstMarkHorizonA FirstMarkHorizonWt Fisker FivePoint FiverrIntl Flagstar FlameAcqn FlameAcqnA FlameAcqnWt FleetCorTech FlexLNG Floor&Decor FlotekIndustries FlowersFoods Flowserve Fluor FomentoEconMex FootLocker FordMotor ForestRoad II ForestRoadII A ForestRoadAcqnIIWt Forestar ForgeRock Fortis Fortive FortressCap FortressCapA FortressCapWt FortressTransport FortressValueIII FortressVal III A FortressVal III Wt FortressValueIV FortressValueIV A FortressValueIV Wt FortunaSilver FortBrandsHome ForumEnergyTech FourCornersProp FourSeasonsEduc Franco-Nevada FrankBSPRealty FranklinCovey FranklinRscs FreedomAcqnI FreedomI A FreedomI Wt FreeportMcM FreseniusMed FreshDelMonte Frontline fuboTV FullTruck FullerHB FusionAcqnII FusionAcqnIIA FusionAcqnIIWt FutureFuel
Tick Div Sym Yld P/E Last Chg. Amt. FERG RACE FOE FNF FIS FACA.WT FACA.UT FACA FOA FOA.WT FTEV.UT FTEV FTEV.WT FINV FAF FBP FCF FHS FHN FR FLAG FLAG.WT AG FRC FE FMAC.UT FMAC FMAC.WT FSR FPH FVRR FBC FLME.UT FLME FLME.WT FLT FLNG FND FTK FLO FLS FLR FMX FL F FRXB.UT FRXB FRXB.WT FOR FORG FTS FTV FCAX.UT FCAX FCAX.WT FTAI FVT.UT FVT FVT.WT FVIV.UT FVIV FVIV.WT FSM FBHS FET FCPT FEDU FNV FBRT FC BEN FACT.UT FACT FACT.WT FCX FMS FDP FRO FUBO YMM FUL FSNB.UT FSNB FSNB.WT FF
1.3 .4 ... 3.4 1.4 ... ... ... ... ... ... ... ... 3.1 2.6 2.9 2.9 ... 3.7 1.6 ... ... .2 .4 3.8 ... ... ... ... ... ... .5 ... ... ... ... 13.1 ... ... 3.1 2.6 ... 1.8 2.7 2.0 ... ... ... ... ... 3.6 .4 ... ... ... 4.6 ... ... ... ... ... ... ... 1.1 ... 4.5 ... .9 7.6 ... 3.5 ... ... ... .7 ... 1.8 ... ... ... .8 ... ... ... 3.2
22 45 29 6 cc ... ... 85 dd ... ... cc ... 4 7 12 12 ... 9 35 ... ... 74 29 22 ... cc ... dd dd dd 4 ... 71 ... 23 10 48 dd 26 24 dd 60 5 28 ... 70 ... 10 dd 23 17 ... 85 ... dd ... ... ... ... 62 ... 12 20 dd 27 dd 38 6 48 9 ... 66 ... 16 17 14 dd dd dd 29 ... ... ... 35
179.54 256.83 21.80 52.01 109.99 1.17 10.04 9.83 4.00 .35 9.89 9.72 .57 4.90 78.11 13.82 16.11 1.64 16.37 66.02 9.81 .52 11.04 206.82 41.36 10.23 9.89 .98 16.16 6.66 117.57 47.79 10.02 9.72 .60 225.65 22.97 129.98 1.18 27.42 30.49 24.57 77.34 43.96 20.47 9.90 9.75 .76 21.65 27.09 47.96 76.03 9.87 9.75 .75 28.89 9.92 9.78 .80 9.98 9.74 .86 3.90 105.78 15.85 29.76 .70 137.20 15.06 45.70 33.44 9.89 9.69 .60 41.62 32.32 27.42 7.05 16.14 8.69 80.44 9.90 9.69 .62 7.54
+3.61 +3.37 +0.06 +1.11 +0.94 +0.06 –0.06 +0.02 +0.01 –0.13 ... +0.02 –0.08 ... +1.73 +0.23 +0.19 +0.02 +0.40 +2.01 –0.01 –0.01 –0.50 +2.91 +0.83 +0.05 ... ... –1.06 +0.40 +0.30 +0.75 –0.06 ... –0.06 +1.96 +0.21 +0.02 +0.57 +0.53 +0.27 +0.04 +1.97 +2.04 +0.22 ... +0.04 –0.05 +0.26 +0.03 +0.52 +1.53 –0.04 +0.01 –0.07 –0.04 –0.03 ... –0.02 +0.12 –0.01 –0.01 –0.09 +3.03 +0.22 +1.09 –0.08 +1.71 –0.32 +0.06 +0.02 +0.06 ... –0.06 +0.49 +0.25 +0.01 –0.03 –1.56 +0.39 +1.31 –0.01 ... –0.03 –0.05
1.665 1.0386 ... .44 .39 ... ... ... ... ... ... ... ... .17 .51 .10 .115 ... .15 .27 ... ... .0049 .22 .39 ... ... ... ... ... ... .06 ... ... ... ... .75 ... ... .21 .20 ... .5677 .30 .10 ... ... ... ... ... .4248 .07 ... ... ... .33 ... ... ... ... ... ... ... .28 ... .3325 ... .30 .285 ... .29 ... ... ... .075 ... .15 ... ... ... .1675 ... ... ... .06
G 29.94 107.33 10.00 1.00 32.28 11.00 43.71 97.17 61.79 10.79 11.40 2.11 11.43 10.20 9.95 0.92 11.32 10.02 1.45 105.92 171.21 483.00 7.05 149.05 37.63 178.81 369.00 5.94 18.94 24.00
17.00 80.76 9.66 0.45 20.76 4.96 26.79 67.19 28.19 9.51 9.93 0.60 5.14 9.79 9.64 0.54 9.71 9.07 0.75 48.38 112.92 17.08 2.87 1.55 15.84 113.59 149.74 2.46 12.34 9.26
GAMCO Investors GATX G&P Acqn A G&P Acqn Wt GCPAppliedTechs GEO Group GFLEnvironmental GFL Env Un GMS GoAcqnA GOAcquisitionUn GoAcqnWt GOL Linhas GSquaredII GSquaredIIA GSquaredIIWt G Squared I GSquaredI A GSquaredI Wt GXO Logistics Gallagher GameStop Gannett GaotuTechedu Gap Garmin Gartner GasLogPartners GatesIndustrial GatosSilver
GBL GATX GAPA GAPA.WT GCP GEO GFL GFLU GMS GOAC GOAC.UT GOAC.WT GOL GSQB.UT GSQB GSQB.WT GSQD.UT GSQD GSQD.WT GXO AJG GME GCI GOTU GPS GRMN IT GLOP GTES GATO
.6 1.9 ... ... ... .0 .1 3.5 ... ... ... ... ... ... ... ... ... ... ... ... 1.1 ... ... ... 2.7 2.0 ... 1.0 ... ...
8 37 44 ... cc 7 dd ... 14 36 ... ... dd ... ... ... ... dd ... 83 36 dd dd dd 14 23 41 3 18 dd
25.53 103.11 9.85 .48 31.90 7.72 37.52 86.00 58.79 9.84 10.04 .66 6.15 9.90 9.78 .60 10.09 9.93 .87 91.22 168.76 155.33 5.23 1.89 17.90 136.71 332.80 4.13 15.87 10.13
+1.18 +0.04 +0.02 +0.01 +0.12 +0.05 –0.45 –0.97 +0.75 +0.01 –0.01 –0.01 –0.31 –0.07 –0.02 –0.06 +0.09 +0.04 +0.06 –0.61 +2.31 +3.19 –0.38 –0.04 +0.62 +2.23 +7.27 –0.14 +0.44 –0.67
.04 .50 ... ... ... .25 .011 .75 ... ... ... ... ... ... ... ... ... ... ... ... .48 ... ... ... .12 .67 ... .01 ... ...
52-Week High Low Name 22.00 524.31 210.21 116.17 69.68 65.18 73.72 13.48 8.50 25.18 12.53 53.95 140.51 4.61 18.50 7.27 34.21 9.96 10.68 0.75 43.63 15.86 4.50 67.35 19.48 99.00 44.56 14.35 2.55 6.31 45.97 17.96 20.11 27.50 220.81 26.51 354.62 108.22 84.23 93.75 10.44 9.94 0.70 12.53 10.68 11.40 2.45 20.65 426.16 47.12 81.09 10.00 1.99 14.17 17.44 685.00 527.06 44.31 15.92 83.27 21.56 25.24 23.75 14.74 37.60 32.25 61.85 50.21 20.09 16.50 72.00 71.30 29.42 212.23 140.77 212.37 7.03 3.63 15.06 31.12 134.22 18.00 88.86
7.14 222.51 144.50 83.20 53.96 40.04 27.80 5.73 4.74 6.50 1.86 38.28 93.62 2.56 9.50 4.16 25.94 9.80 10.13 0.40 24.81 7.91 1.58 44.10 13.34 39.35 33.53 5.74 0.44 3.57 32.39 12.40 13.78 16.50 116.75 11.30 188.67 85.25 59.37 65.70 10.03 9.86 0.40 7.75 9.56 9.90 0.57 17.00 258.00 30.35 64.34 9.63 0.75 9.53 11.41 521.05 356.23 25.88 9.03 55.47 15.36 16.30 14.99 9.62 20.02 18.27 33.26 33.29 11.04 7.00 44.64 45.18 19.76 120.30 98.07 155.38 5.07 1.63 7.15 19.56 91.77 12.25 58.71
GencoShipping Generac GeneralDynamics GeneralElec GeneralMills GeneralMotors Genesco GenesisEnergy GenieEnergy GeniusSports GeniusSportsWt Genpact GenuineParts GenworthFin GeoPark Gerdau GettyRealty GigCapital5 GigCapital5 GigCapital5Wt Gildan GinkgoBioworks GinkgoBioworksWt GlacierBancorp Glatfelter Glaukos GSK GlobalBlue GlobalBlueWt GlobalCordBlood GlobalIndl GlobalMedREIT GlobalNetLease GlobalPtnrs GlobalPayments GlobalShipLease Globant GlobeLife GlobusMedical GoDaddy GoGreenInvts GoGreenInvtsA GoGreenInvtsWt GoldFields GoldenFalconA GoldenFalconAcqnUn GoldenFalconWt GoldmanSachsBDC GoldmanSachs Gorman-Rupp Graco GrafAcqnIV GrafAcqnIVWt GrafTechIntl Graham GrahamHoldings Grainger GraniteConstr GranitePointMtg GraniteREIT GraphicPkg GrayTelevision GrayTelevision A GreatAjax GreatWesternBncp GreenBrickPtrs GreenDot Greenbrier Greenhill GreenTree Greif A Greif B Griffon Group1Auto GpoAeroportuar GpoAeroportSur GpoAvalAcc GpoSupervielle GrupoTelevisa Guess Guidewire GuildHldgs GulfportEnergy
263.92 139.80 84.70 11.51 10.00 1.14 11.20 11.46 2.04 46.93 38.49 11.38 12.15 2.10 32.43 36.33 142.11 19.97 6.88 26.75 26.00 22.82 26.69 72.42 143.20 52.06 5.76 23.73 78.17 52.84 51.91 45.97
156.43 51.61 61.35 9.75 9.60 0.45 9.86 9.60 0.54 32.22 23.85 9.60 9.97 0.50 24.31 6.08 49.26 9.61 0.54 17.23 13.16 14.21 16.16 44.69 111.09 31.20 3.00 13.29 47.47 27.07 27.73 32.96
HCA Healthcare HCI Group HDFC Bank HH&L Acqn HH&L Acqn HH&L Acqn Wt HIG Acqn H.I.G.AcqnA H.I.G.AcqnWt HNI HP HPX A HPX Un HPX Wt HSBC HUYA Haemonetic Hagerty HagertyWt Halliburton HamiltonBeach Hanesbrands Hanger HannonArmstrong HanoverIns HarleyDavidson HarmonyGold Harsco HartfordFinl HavertyFurn HavertyFurn A HawaiianElec
Tick Div Sym Yld P/E Last Chg. Amt. GNK GNRC GD GE GIS GM GCO GEL GNE GENI GENI.WT G GPC GNW GPRK GGB GTY GIA GIA.UT GIA.WT GIL DNA DNA.WT GBCI GLT GKOS GSK GB GB.WT CO GIC GMRE GNL GLP GPN GSL GLOB GL GMED GDDY GOGN.UT GOGN GOGN.WT GFI GFX GFX.UT GFX.WT GSBD GS GRC GGG GFOR GFOR.WT EAF GHM GHC GWW GVA GPMT GRP.UT GPK GTN GTN.A AJX GWB GRBK GDOT GBX GHL GHG GEF GEF.B GFF GPI PAC ASR AVAL SUPV TV GES GWRE GHLD GPOR
3.9 ... 2.3 .3 3.0 ... ... 5.7 ... ... ... .8 2.3 ... 1.5 .5 5.1 ... ... ... 1.5 ... ... 2.3 3.2 ... 4.5 ... ... ... 1.6 4.6 10.4 9.8 .7 4.4 ... .8 ... ... ... ... ... 2.6 ... ... ... 9.4 2.1 1.5 1.0 ... ... .3 3.6 1.0 1.3 1.4 8.5 2.9 1.5 1.6 1.7 7.4 .6 ... ... 2.4 1.1 .0 3.1 4.6 1.3 .7 .0 ... 5.0 ... .8 3.8 ... .0 ...
28 43 18 22 18 8 7 dd dd dd ... 28 25 2 dd 3 18 ... ... ... 17 dd ... 17 29 dd 19 dd ... 7 20 cc dd 24 43 8 cc 13 40 64 ... ... ... 10 46 ... ... 6 6 38 32 ... ... 8 dd 6 29 64 9 6 24 8 8 9 9 10 60 48 6 17 9 6 19 6 31 28 7 18 16 9 dd 3 dd
15.52 352.96 207.54 94.70 67.05 58.13 64.33 10.60 5.53 7.90 2.32 53.18 139.38 4.12 11.16 4.89 32.15 9.89 10.38 .50 42.15 8.97 2.40 56.54 17.32 45.84 44.12 6.36 .55 4.20 40.50 17.83 15.33 23.28 136.29 22.49 315.14 94.14 72.51 84.20 10.11 9.90 .46 10.96 9.77 10.06 .64 19.09 385.52 44.21 80.25 9.69 1.30 11.74 12.19 591.00 516.66 38.26 11.72 82.69 19.37 20.35 18.68 12.98 33.89 30.10 35.89 45.48 18.20 8.19 59.80 59.61 28.40 194.24 137.77 205.07 5.17 1.94 9.34 23.80 113.09 14.20 73.19
+0.25 +1.67 +2.85 +0.70 +1.06 +1.22 +4.51 +0.09 +0.16 +0.29 +0.09 +0.82 +4.01 +0.03 +0.27 +0.15 +1.00 +0.02 +0.01 –0.03 +1.39 –1.70 –0.52 +0.51 +0.34 –0.96 +0.36 –0.50 –0.09 –0.07 –0.68 +0.68 +0.38 +0.74 +0.92 +0.70 +17.45 +1.44 +0.29 +8.20 +0.04 –0.03 –0.01 +0.38 +0.03 –0.04 –0.01 –0.32 +0.48 –0.07 +1.68 +0.03 –0.18 +0.09 –0.51 +5.48 +13.65 –0.10 –0.38 +1.38 +0.70 +0.05 –0.13 –0.04 +1.45 +0.22 +0.08 +0.82 +0.18 –0.32 +2.57 +2.17 –0.51 +6.29 +5.37 +5.73 –0.07 –0.07 –0.14 +0.96 –0.72 +0.09 +1.42
.15 ... 1.19 .08 .51 ... ... .15 ... ... ... .1075 .815 ... .041 .2577 .41 ... ... ... .154 ... ... .32 .14 ... .5234 ... ... ... 1.00 .205 .40 .575 .25 .25 ... .1975 ... ... ... ... ... .1106 ... ... ... .45 2.00 .17 .21 ... ... .01 .11 1.51 1.62 .13 .25 .2026 .075 .08 .08 .24 .05 ... ... .27 .05 .53 .46 .68 .09 .35 1.9241 ... .0212 ... .0881 .225 ... 1.00 ...
.7 1.9 ... ... ... ... ... ... ... 3.0 2.6 ... ... ... 3.6 ... ... ... ... .8 2.8 3.6 ... 2.6 2.3 1.6 1.9 ... 2.2 3.2 3.0 3.3
13 cc 26 ... dd ... ... dd ... 25 7 dd ... ... 11 9 89 dd ... 51 7 dd 16 51 12 11 8 92 11 6 6 19
258.11 86.43 64.71 9.96 9.73 .50 10.00 9.80 .70 41.94 37.75 9.84 10.13 .59 30.17 6.88 53.56 15.12 4.71 22.76 14.29 16.80 17.93 53.64 131.75 37.65 4.08 16.86 69.12 30.94 30.33 41.60
+6.06 –1.09 +1.46 –0.01 –0.03 ... ... ... +0.01 +0.80 +0.10 +0.01 –0.04 +0.03 +0.30 –0.21 –0.60 +1.47 +1.01 +0.05 +0.40 +0.59 +0.51 +0.49 +4.04 +1.41 +0.13 –0.26 +0.85 +0.43 –0.43 +1.29
.48 .40 ... ... ... ... ... ... ... .31 .25 ... ... ... .35 ... ... ... ... .045 .10 .15 ... .35 .75 .15 .0184 ... .385 2.00 1.90 .34
H HCA HCI HDB HHLA.UT HHLA HHLA.WT HIGA.UT HIGA HIGA.WT HNI HPQ HPX HPX.UT HPX.WT HSBC HUYA HAE HGTY HGTY.WT HAL HBB HBI HNGR HASI THG HOG HMY HSC HIG HVT HVT.A HE
52-Week High Low Name 10.00 10.23 0.65 28.65 33.77 34.83 37.69 9.44 151.60 139.65 114.89 6.76 36.26 59.00 203.14 18.20 12.20 13.05 192.70 92.79 30.35 16.74 64.99 11.50 10.97 2.90 48.98 3.38 54.15 39.60 56.33 156.69 25.40 15.05 4.82 19.46 18.17 13.64 4.01 23.69 42.39 29.76 420.61 33.42 44.74 13.19 12.16 3.27 11.78 50.86 110.45 119.89 146.34 113.20 36.03 28.77 212.54 866.00 9.60 30.35 475.44 ... 10.21 ... 224.13 35.55 97.15 22.25 102.17
9.83 9.65 0.40 15.61 28.00 26.11 28.15 4.50 115.57 104.11 51.47 2.88 20.93 36.52 61.19 14.01 5.47 7.44 143.58 52.36 18.88 11.53 42.91 9.86 9.61 0.65 36.90 1.81 38.18 26.73 28.88 98.57 5.47 2.52 0.40 13.28 3.77 9.24 0.71 13.46 24.60 19.11 246.59 26.33 36.21 9.96 9.68 0.81 6.62 40.48 64.32 63.38 30.17 76.13 22.91 12.79 149.07 347.78 5.22 22.75 370.22 ... 10.06 ... 156.36 24.10 65.44 5.57 35.30
HawksAcqn HawksAcqnA HawksAcqnWt Hayward HealthcareRealty HealthcareAmer HealthpeakProp HeclaMining Heico Heico A HeliosTech HelixEnergy Helm&Payne Herbalife HercHoldings HerculesCapital HeritageInsurance HershaHospitality Hershey Hess HessMidstream HewlettPackard Hexcel HighlandTransI HighlandTransI HighlandTranIWt HighwoodsProp HillIntl Hillenbrand Hilltop HiltonGrandVac Hilton Hims&HersHealth Hippo HippoWt HireRight HoeghLNG Ptrs Holley HolleyWt HollyEnergy HollyFrontier HomeBancShares HomeDepot HondaMotor HoraceMannEdu HorizonAcqnII HorizonII A HorizonII Wt HorizonGlobal HormelFoods DR Horton HoulihanLokey Hovnanian HowardHughes HowmetAerospace HuanengPower Hubbell HubSpot HudbayMinerals HudsonPacProp Humana HuntCosI Wt HuntCosAcqnI HuntCosI A HuntingIngalls Huntsman HyattHotels Hyliion HysterYaleMatls
66.85 22.14 10.09 113.15 67.30 18.48 135.82 15.65 4.83 29.71 10.14 5.35 285.61 5.17 2.76 105.54 3.95 10.20 9.95 1.00 10.28 10.04 0.60 240.33 24.50 248.11 25.05 7.97 57.43 25.86 10.39 9.92 0.70 47.80 10.30 10.10 40.13 25.60 62.06 89.55 101.30 288.02 10.36 1.92 10.27 10.00
46.50 14.20 4.95 85.30 11.85 12.34 83.26 8.65 2.99 16.92 9.64 0.89 170.00 3.48 0.14 74.46 2.16 9.80 9.60 0.50 10.00 9.83 0.44 185.23 2.66 192.89 13.60 2.42 36.99 13.01 10.08 9.80 0.34 38.30 10.00 10.00 27.51 16.88 40.64 63.43 73.82 160.91 6.20 0.70 9.83 9.70
IAA ICICI Bank ICL Group IDACORP IDT IHS Holding IHS Markit ING Groep INNOVATE Invesco IonAcqn3 IONGeophysical IQVIA IRSA IRSA Wt ITT IamGold IberePharm IberePharmA IberePharmWt IconicSports IconicSportsA IconicSportsWt IDEX iHuman IllinoisToolWks Imax IndependenceContr Independence IndepRealty IndlHumanCap IndlHumanCap IndlHumanCapWt IndustrsBachoco InfiniteAcqnUn InFinTAcqnUn Informatica Infosys IngersollRand Ingevity Ingredion InnovativeIndProp Innovid InnovidWt InsightAcqn InsightAcqnA
Tick Div Sym Yld P/E Last Chg. Amt. HWKZ.UT HWKZ HWKZ.WT HAYW HR HTA PEAK HL HEI HEI.A HLIO HLX HP HLF HRI HTGC HRTG HT HSY HES HESM HPE HXL HTPA.UT HTPA HTPA.WT HIW HIL HI HTH HGV HLT HIMS HIPO HIPO.WT HRT HMLP HLLY HLLY.WT HEP HFC HOMB HD HMC HMN HZON.UT HZON HZON.WT HZN HRL DHI HLI HOV HHC HWM HNP HUBB HUBS HBM HPP HUM HTAQ.WT HTAQ.UT HTAQ HII HUN H HYLN HY
... ... ... ... 3.8 3.9 3.3 .3 .1 .1 .3 ... 4.2 ... 1.3 8.0 4.0 ... 1.9 1.4 7.4 3.0 ... ... ... ... 4.5 ... 1.7 1.4 ... ... ... ... ... ... .9 ... ... 8.6 .0 2.3 1.6 3.6 3.2 ... ... ... ... 2.1 .8 1.7 ... ... .3 3.8 2.0 ... .2 4.0 .6 ... ... ... 2.5 2.2 ... ... 3.2
... ... ... cc cc 68 31 cc 66 59 39 dd dd 10 25 6 dd dd 28 cc 17 6 dd ... dd ... 17 dd 16 7 dd cc dd dd ... dd 3 dd ... 8 11 12 27 6 11 ... 62 ... dd 29 9 17 1 dd 49 dd 31 dd dd dd 23 ... ... ... 11 10 dd dd dd
9.86 9.76 .44 25.35 31.94 33.76 36.00 5.15 144.40 129.14 104.83 3.14 24.03 41.27 153.83 16.55 6.02 9.11 191.27 73.96 27.61 15.89 51.89 10.40 9.92 1.57 44.90 1.91 51.80 35.23 51.63 154.98 6.38 2.98 .46 15.69 4.27 13.10 3.95 16.23 32.66 24.35 409.94 28.24 38.76 10.10 9.85 .99 8.09 48.57 107.51 103.27 126.93 100.54 31.64 25.94 207.44 663.25 7.15 24.82 466.28 .51 10.14 9.85 185.23 34.76 95.01 6.33 40.55
–0.11 +0.05 +0.03 +0.79 +0.77 +0.51 +0.81 –0.12 +2.12 +0.50 +1.72 –0.24 –0.72 +1.09 –4.67 +0.05 +0.11 –0.43 +2.81 +0.47 +0.75 +0.13 +0.51 –0.11 ... –0.03 +1.09 –0.05 –0.60 +0.58 +0.46 +0.27 –0.27 –0.11 –0.12 +0.99 ... +0.51 +0.41 –0.08 +0.58 –0.01 +12.87 +0.16 +0.13 –0.21 +0.03 –0.02 –0.06 +0.80 +2.59 –0.33 +1.44 +1.80 +0.51 –2.25 +3.04 –11.75 +0.05 +0.17 +5.74 ... +0.04 ... +3.02 +1.92 +1.39 –0.36 –1.03
... ... ... ... .3025 .325 .30 .0112 .09 .09 .09 ... .25 ... .50 .07 .06 ... .901 .25 .5104 .12 ... ... ... ... .50 ... .2175 .12 ... ... ... ... ... ... .01 ... ... .35 .35 .14 1.65 .484 .31 ... ... ... ... .26 .225 .43 ... ... .02 1.1071 1.05 ... .0079 .25 .70 ... ... ... 1.18 .1875 ... ... .3225
... .2 1.6 2.7 ... ... .6 4.3 ... 2.9 ... ... ... ... ... .9 ... ... ... ... ... ... ... .9 ... 2.0 ... ... .8 .3 ... ... ... 2.0 ... ... ... .9 .1 ... 2.7 2.3 ... ... ... ...
24 24 22 23 14 43 85 ... dd 9 ... dd 72 dd ... 44 ... ... cc ... ... ... ... 42 dd 29 dd dd 26 87 ... ... ... 8 ... ... dd 38 39 21 40 61 ... ... ... ...
50.43 19.65 9.64 112.99 44.57 14.06 132.33 13.88 3.71 23.21 9.75 .90 282.61 4.23 .20 101.97 3.13 9.97 9.72 .65 10.06 9.90 .58 235.43 2.77 245.41 17.89 3.03 56.60 25.22 10.39 9.90 .37 41.33 10.06 10.00 37.22 25.41 61.25 72.27 96.49 261.10 6.88 1.11 9.96 9.76
+0.62 +0.32 +0.13 +3.84 +0.26 –0.26 –0.57 +0.08 –0.02 –0.13 +0.02 –0.14 +4.60 –0.08 +0.04 +1.57 –0.01 +0.05 –0.01 +0.06 –0.22 –0.14 ... +4.79 –0.25 +4.91 –0.49 +0.09 +0.01 +1.66 +0.20 ... –0.02 –0.75 +0.04 –0.01 +2.01 +0.68 +1.51 +0.33 +1.68 +10.19 –0.10 –0.07 –0.01 +0.01
... .0547 .0837 .75 ... ... .20 .5626 ... .17 ... ... ... ... ... .22 ... ... ... ... ... ... ... .54 ... 1.22 ... ... .22 .0209 ... ... ... .4249 ... ... ... .2012 .02 ... .65 1.50 ... ... ... ...
I IAA IBN ICL IDA IDT IHS INFO ING VATE IVZ IACC IO IQV IRS IRS.WT ITT IAG IBER.UT IBER IBER.WT ICNC.UT ICNC ICNC.WT IEX IH ITW IMAX ICD IHC IRT AXH.UT AXH AXH.WT IBA NFNT.UT IFIN.UT INFA INFY IR NGVT INGR IIPR CTV CTV.WT INAQ.UT INAQ
52-Week High Low Name
Tick Div Sym Yld P/E Last Chg. Amt.
129.32 286.29 141.43 46.50 29.59 101.61 10.15 10.18 139.79 75.20 35.96 145.99 157.08 32.95 61.80 22.39 10.18 10.71 1.59 11.28 10.00 2.02 39.35 52.91 10.94 28.90 4.60 60.25 45.41 35.90 23.89 53.00 47.50 11.90 13.19 27.75 6.11 5.57 12.73 11.47 4.00
75.24 159.18 99.36 22.09 18.52 73.32 9.94 10.03 108.95 58.74 17.67 112.10 103.94 15.11 43.87 13.77 9.70 9.52 0.85 9.75 9.65 0.74 23.05 18.61 2.18 1.10 2.63 14.06 27.44 7.07 1.80 27.72 3.88 0.81 7.32 14.35 2.75 3.55 10.03 9.50 0.86
Insperity InspireMedical InstalledBldg InsteelInds Instructure IntegerHoldings IntegratedRail IntegratedWellness ICE InterContinentl IntercorpFinSvcs IBM IntlFlavors IntlGameTech IntlPaper IntlSeaways InterPrivateII InterPrivateII A InterPrivateII Wt InterPrivateIII InterPrivateII A InterPrivateIII Wt Interpublic IntrepidPotash Invacare InvenTrust InvescoMtg Invitae InvitatHomes IonQ IonQWt IronMountain IronNet IronNetWt ironSource iStar ItauCorpBanca ItauUnibanco IvanhoeCap IvanhoeCapA IvanhoeCapWt
NSP INSP IBP IIIN INST ITGR IRRX.UT WEL.UT ICE IHG IFS IBM IFF IGT IP INSW IPVA.UT IPVA IPVA.WT IPVF.UT IPVF IPVF.WT IPG IPI IVC IVT IVR NVTA INVH IONQ IONQ.WT IRM IRNT IRNT.WT IS STAR ITCB ITUB IVAN.UT IVAN IVAN.WT
10.54 10.05 0.94 34.98 31.47 24.50 172.96 72.11 10.05 42.30 149.55 41.85 48.55 15.94 10.97 10.10 1.50 44.47 5.39 76.53 17.00 5.89 177.56 179.92 81.69 275.58 69.89 10.28 10.06 0.85 35.92 4.97
9.92 9.70 0.43 27.12 22.90 3.41 123.77 40.87 9.95 22.29 100.05 27.75 27.96 10.50 9.90 9.64 0.94 22.87 0.73 28.39 6.06 1.30 110.53 151.47 45.91 141.39 9.94 10.08 9.72 0.55 22.11 0.95
JATT Acqn JattAcqnA JattAcqnWt JBG SMITH Prop JELD-WEN J.Jill JPMorganChase Jabil JacksonAcqn JacksonFinl JacobsEngg JamesHardie JanusHenderson JanusInternational JawsMustang JawsMustangA JawsMustangWt JefferiesFin JianpuTech JinkoSolar JobyAviation JobyAviationWt JohnBeanTech J&J JohnsonControls JonesLang JumiaTech JuniperII JuniperII A JuniperII Wt JuniperNetworks JupaiHoldings
JATT.UT JATT JATT.WT JBGS JELD JILL JPM JBL RJAC.UT JXN J JHX JHG JBI JWSM.UT JWSM JWSM.WT JEF JT JKS JOBY JOBY.WT JBT JNJ JCI JLL JMIA JUN.UT JUN JUN.WT JNPR JP
20.85 53.67 52.48 47.81 78.00 10.22 10.03 1.53 83.90 23.42 11.24 2.49 15.35 240.47 20.76 8.50 59.80 68.60 83.98 43.04 24.02 51.66 1.12 10.38 24.57 209.08 74.05 15.82 143.37 24.95 19.29 5.80 11.17 10.35 1.29 8.34 70.60 46.98 23.14
13.55 36.26 31.76 28.43 15.15 9.90 9.65 0.90 37.49 17.10 5.90 0.76 10.41 129.55 8.89 1.20 33.93 56.61 51.39 32.50 16.93 26.56 0.55 9.71 16.03 129.09 54.26 7.75 125.27 14.28 13.47 4.07 10.10 9.77 0.40 4.90 47.58 31.72 14.30
KAR Auction KB Fin KB Home KBR KE Holdings KKR Acqn I KKRAcqnI A KKRAcqnI Wt KKR KKR RealEstFin KoreGroup KoreGroupWt KT Kadant Kaleyra KaleyraWt Kaman Kellogg Kemper Kennametal KennedyWilson KenonHoldings KensingtonV Wt KensingtonCapV A KeyCorp KeysightTechs KilroyRealty KimbellRoyalty KimberlyClark KimcoRealty KinderMorgan KingswayFin KingswoodAcqn KingswoodA KingswoodWt KinrossGold Kirby KirklandLakeGold KiteRealty
1.5 ... .9 .3 ... ... ... ... 1.0 ... 2.9 4.9 2.1 2.8 4.0 1.6 ... ... ... ... ... ... 2.9 ... ... 2.9 12.6 ... 1.5 ... ... 4.7 ... ... ... 1.9 ... 3.6 ... ... ...
39 dd 35 12 dd 32 ... ... 25 dd 7 25 cc 27 10 dd ... ... ... ... ... ... 21 23 dd cc 9 dd cc dd ... 24 dd ... cc 26 dd 7 ... dd ...
117.43 230.24 138.79 39.53 23.19 85.82 10.03 10.12 136.78 64.83 26.86 133.91 148.56 28.52 46.68 14.55 9.89 9.71 .89 11.28 9.91 1.49 37.77 42.96 2.79 27.97 2.86 15.66 45.16 17.73 7.12 52.54 4.18 .95 7.95 25.89 2.90 3.74 10.51 9.94 1.82
+2.41 –8.94 –0.23 +0.71 +0.08 +0.03 +0.03 –0.03 +0.94 +0.63 +1.33 +3.28 +5.47 –0.43 +0.84 –0.15 –0.01 ... +0.01 +0.98 –0.01 –0.10 +0.92 –0.38 +0.51 +0.14 ... –0.95 +1.21 –0.13 –0.40 +1.24 –0.55 –0.09 –0.25 +1.05 –0.06 ... –0.01 ... –0.05
2.00 ... .30 2.00 ... ... ... ... .33 ... .65 1.64 .79 .20 .5125 .06 ... ... ... ... ... ... .27 ... ... .2052 .09 ... .17 ... ... .6185 ... ... ... .125 ... .0029 ... ... ...
... ... ... 3.1 ... ... 2.5 .5 ... 4.8 .6 .7 3.6 ... ... ... ... 2.6 ... ... ... ... .3 2.5 1.7 ... ... ... ... ... 2.3 ...
... ... ... dd 16 dd 10 14 ... 1 45 42 11 dd ... dd ... 6 ... dd 28 ... 42 26 36 18 dd ... ... ... 78 dd
10.04 9.85 .51 29.02 26.09 19.12 158.48 70.07 9.96 41.71 138.83 40.82 42.11 12.76 10.01 9.76 1.01 38.99 1.03 46.91 7.38 1.61 153.86 172.31 81.00 271.83 11.87 10.22 9.88 .76 35.38 1.02
–0.22 ... +0.05 +0.36 +0.60 +2.28 +1.22 +0.26 –0.01 +1.86 +1.48 +0.46 +0.04 +0.41 –0.01 ... –0.03 +0.35 +0.05 +3.74 +0.01 –0.22 +0.86 +4.06 +2.89 +6.96 –0.54 +0.12 +0.08 +0.04 +1.25 –0.04
... ... ... .225 ... ... 1.00 .08 ... .50 .21 .40 .38 ... ... ... ... .25 ... ... ... ... .10 1.06 .34 ... ... ... ... ... .20 ...
... 4.0 1.3 .9 ... ... ... ... .8 8.3 ... ... ... .4 ... ... 1.9 3.6 2.1 2.2 4.1 ... ... ... 3.4 ... 3.1 8.4 3.2 2.8 6.8 ... ... ... ... 2.1 ... 1.8 3.3
dd 5 9 dd cc ... ... ... 8 10 dd ... 7 35 dd ... cc 17 50 27 7 4 ... ... 9 43 12 dd 24 13 21 dd ... dd ... 7 dd 13 cc
15.50 46.25 44.55 46.99 20.19 10.01 9.75 .98 74.77 20.83 6.91 1.05 12.65 228.81 9.76 2.19 43.00 63.93 58.40 35.96 23.62 51.11 .97 9.83 23.19 206.80 66.82 13.54 141.52 24.52 15.80 5.44 10.42 10.13 .44 5.75 59.02 41.54 21.71
–0.03 –2.27 +1.13 +0.34 +1.19 +0.02 +0.02 –0.07 –0.97 –0.43 –0.07 –0.01 –1.00 +4.65 +0.03 –0.01 +0.37 +1.06 +2.12 +0.39 +0.19 +4.03 +0.01 ... +0.45 +5.37 +0.56 +0.11 +2.63 +0.83 +0.16 –0.06 +0.22 +0.01 +0.01 +0.18 –0.68 +0.72 +0.30
... .6391 .15 .11 ... ... ... ... .145 .43 ... ... ... .25 ... ... .20 .58 .31 .20 .24 ... ... ... .195 ... .52 .37 1.14 .17 .27 ... ... ... ... .03 ... .1875 .19
J
K KAR KB KBH KBR BEKE KAHC.UT KAHC KAHC.WT KKR KREF KORE KORE.WT KT KAI KLR KLR.WT KAMN K KMPR KMT KW KEN KCGI.WT KCGI KEY KEYS KRC KRP KMB KIM KMI KFS KWAC.UT KWAC KWAC.WT KGC KEX KL KRG
52-Week High Low Name
Tick Div Sym Yld P/E Last Chg. Amt.
62.29 20.34 23.41 64.80 61.23 69.16 39.44 12.40 84.68 4.24 46.60 47.99 18.41 15.06 40.00
39.17 12.34 17.89 38.65 33.60 35.48 27.91 8.66 41.97 1.80 26.70 31.39 12.06 3.01 15.45
Knight-Swift KnotOffshore Knowles Kohl's KoninklijkePhil KontoorBrands Koppers KoreaElcPwr KornFerry KosmosEnergy Kraton Kroger KronosWorldwide KukeMusic Kyndryl
KNX KNOP KN KSS PHG KTB KOP KEP KFY KOS KRA KR KRO KUKE KD
11.65 11.30 10.70 2.00 163.33 12.31 11.63 44.73 246.08 15.75 46.74 315.01 12.65 86.41 10.70 99.26 66.77 53.00 204.91 10.25 10.04 0.62 59.16 113.75 3.97 188.30 49.21 117.54 95.81 356.36 10.79 10.54 1.60 30.84 15.74 4.67 17.78 153.05 23.37 5.69 17.36 5.00 130.02 283.90 77.57 346.50 179.27 35.25 13.98 21.42 18.77 417.98 41.56 127.75 10.00 10.30 2.00 10.53 9.87 1.75 33.04 87.38 2.83 39.85 12.87 2.00 396.99 59.39 8.26 10.58 10.25 1.95 79.70 263.31 5.13 18.30 35.10 16.60 4.48 23.91 118.02
0.55 10.05 9.58 0.51 122.99 7.25 1.89 31.36 168.70 9.98 31.92 200.46 9.26 50.22 1.53 19.12 33.75 38.68 144.78 9.69 9.61 0.48 37.05 82.75 0.74 39.20 8.41 71.52 57.60 266.77 9.83 9.50 0.57 19.25 7.69 1.40 8.50 75.54 15.81 0.87 5.67 0.97 38.12 161.78 44.59 240.80 123.68 8.82 2.45 11.01 10.04 274.03 11.80 65.88 9.55 9.81 0.62 9.83 9.56 0.82 14.73 38.50 1.74 4.24 4.86 0.60 319.81 44.16 5.00 9.76 9.71 0.76 36.58 150.84 2.70 5.14 15.00 9.66 2.96 15.32 84.06
LAIX L&F Acqn L&F Acqn A L&F Acqn Wt LCI Inds LG Display LSB Inds LTC Properties L3HarrisTech LXP Industrial La-Z-Boy LabCorp.ofAmerica LadderCapital LambWeston Lannett LaredoPetrol LasVegasSands Lazard Lear LearnCW LearnCWInvtA LearnCWInvtWt Leggett&Platt Leidos LejuHoldings Lemonade LendingClub Lennar A Lennar B LennoxIntl LeoHoldingsII LeoHldgsII A LeoHldgsII Wt LeviStrauss Li-Cycle Li-CycleWt LibertyOilfield LifeStorage LifeTime LightInTheBox Lightng eMotors LightningWt Lightspeed EliLilly LincolnNational Linde Lindsay LionElectric LionElectricWt LionsGate A LionsGate B LithiaMotors LithiumAmericas LiveNationEnt LiveOakCrestA LiveOakCrestview LiveOakCrestWt LiveOakMobility LiveOakMobilityA LiveOakMobilWt Livent LiveRamp LloydsBanking loanDepot LocalBounti LocalBountiWt LockheedMartin Loews LomaNegra LongviewII LongviewII A LongviewII Wt LouisianaPacific Lowe's Luby's LufaxHolding LumberLiqu LumenTech LumentFinance Luxfer LyondellBasell
LAIX LNFA.UT LNFA LNFA.WT LCII LPL LXU LTC LHX LXP LZB LH LADR LW LCI LPI LVS LAZ LEA LCW.UT LCW LCW.WT LEG LDOS LEJU LMND LC LEN LEN.B LII LHC.UT LHC LHC.WT LEVI LICY LICY.WT LBRT LSI LTH LITB ZEV ZEV.WT LSPD LLY LNC LIN LNN LEV LEV.WT LGF.A LGF.B LAD LAC LYV LOCC LOCC.UT LOCC.WT LOKM.UT LOKM LOKM.WT LTHM RAMP LYG LDI LOCL LOCL.WT LMT L LOMA LGV.UT LGV LGV.WT LPX LOW LUB LU LL LUMN LFT LXFR LYB
168.27 16.41 63.86 10.48 9.93 1.01 35.02 4.90 16.67 43.19 51.17 74.85 35.21 3.50 32.26 51.77
124.54 5.96 41.31 9.73 9.60 0.38 25.42 3.61 11.56 29.92 27.81 42.22 9.25 0.35 21.45 23.18
M&T Bank MBIA MDC Holdings MDH Acqn MDH Acqn A MDH Acqn Wt MDU Rscs MFA Financial MGIC Investment MGMGrowthProp MGM Resorts MI Homes MinisoGroup MOGU MPLX MP Materials
.7 15.8 ... 2.0 2.4 3.6 ... ... .6 ... ... 1.9 4.9 ... ...
16 ... 25 8 25 16 8 dd 15 dd 15 34 19 dd dd
60.75 13.18 23.30 50.27 37.18 51.73 31.18 9.15 75.67 3.47 46.33 45.14 14.81 4.61 18.38
+1.80 +0.06 +0.58 +0.08 +0.88 +0.79 +0.11 +0.08 +0.16 –0.02 +0.14 +1.93 +0.13 +0.46 –0.73
.10 .52 ... .25 1.0331 .46 ... ... .12 ... ... .21 .18 ... ...
... ... ... ... 2.3 ... ... 6.7 1.9 3.1 1.8 ... 6.7 1.6 ... ... ... 4.3 1.0 ... ... ... 4.1 1.6 ... ... ... .9 1.1 1.1 ... ... ... 1.0 ... ... ... 2.3 ... ... ... ... ... 1.4 2.6 1.2 .9 ... ... ... ... .5 ... ... ... ... ... ... ... ... ... ... 2.7 6.7 ... ... 3.2 .4 ... ... ... ... .9 1.2 .0 ... ... 7.8 9.3 2.6 4.9
dd ... cc ... 16 5 dd 22 28 20 13 11 90 36 dd dd dd 10 20 ... ... ... 14 16 ... dd dd 8 7 25 ... cc ... 23 dd ... dd 54 dd 85 dd ... dd 42 10 51 39 dd ... dd dd 9 dd dd ... ... ... ... ... ... dd dd 7 6 ... ... 16 9 12 ... dd ... 6 22 dd 6 8 dd 13 18 5
.57 10.36 10.02 .65 156.66 10.09 11.08 34.24 212.94 15.64 35.98 313.34 11.99 63.02 1.65 61.53 37.68 44.19 181.68 10.01 9.99 .55 40.69 88.86 1.00 42.91 24.48 115.25 94.34 323.11 9.96 9.75 .59 25.04 9.90 2.46 9.76 151.98 17.34 1.04 6.08 1.12 42.05 277.25 68.54 344.33 151.48 9.82 2.69 15.99 14.88 297.17 29.58 119.71 9.75 10.27 1.40 10.00 9.77 1.08 24.77 49.07 2.54 4.75 6.36 .67 353.58 57.78 6.63 9.97 9.81 .77 77.64 256.39 2.90 5.65 17.33 12.74 3.86 19.21 92.18
–0.09 +0.08 –0.02 –0.04 +6.78 +0.45 +1.10 +0.97 +4.68 +0.42 –0.09 +11.43 –0.21 +1.27 –0.18 –1.60 –0.91 +0.20 +1.66 –0.02 +0.09 +0.06 +1.12 +1.51 +0.19 –2.75 –1.27 +3.20 +2.47 +7.00 +0.09 ... –0.10 +0.42 –0.15 +0.03 –0.40 +5.12 –0.74 –0.02 –0.71 –0.09 +1.25 +4.15 +0.67 +5.16 –0.37 +0.08 –0.01 –0.41 –0.36 +8.14 +0.52 +1.17 +0.05 +0.11 –0.26 ... ... +0.05 –0.22 +0.25 +0.03 –0.01 +0.17 –0.06 +6.56 +0.76 +0.20 +0.05 +0.05 –0.08 +1.25 +6.30 +0.02 –0.17 +0.17 –0.10 –0.11 –0.04 +1.63
... ... ... ... .90 ... ... .19 1.02 .12 .165 ... .20 .245 ... ... ... .47 .77 ... ... ... .42 .36 ... ... ... .25 .25 .92 ... ... ... .08 ... ... ... .86 ... ... ... ... ... .98 .45 1.06 .33 ... ... ... ... .35 ... ... ... ... ... ... ... ... ... ... .037 .08 ... ... 2.80 .0625 ... ... ... ... .18 .80 2.00 ... ... .25 .09 .125 1.13
3.1 ... 3.6 ... ... ... 2.8 9.7 2.2 5.2 .0 ... ... ... 9.7 ...
11 dd 7 ... 86 ... 15 7 8 30 34 5 50 dd 11 69
153.18 13.36 55.40 10.08 9.79 .46 30.74 4.54 14.36 40.55 44.76 61.84 10.24 .40 29.14 45.26
+2.23 +0.92 +1.47 +0.09 ... +0.01 +1.25 –0.13 +0.27 +0.84 –0.98 +1.09 +0.17 –0.03 +0.28 +2.14
1.20 ... .50 ... ... ... .2175 .11 .08 .525 .0025 ... ... ... .575 ...
L
M MTB MBI MDC MDH.UT MDH MDH.WT MDU MFA MTG MGP MGM MHO MNSO MOGU MPLX MP
42
BARRON’S
January 3, 2022
New York Stock Exchange Composite List
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
52-Week High Low Name 12.21 172.84 679.85 96.23 10.39 1.79 10.25 10.03 0.74 10.25 36.25 25.99 41.00 37.95 121.42 207.09 53.85 104.28 26.98 22.09 10.62 10.17 1.63 47.13 20.86 28.33 10.25 125.07 22.25 17.59 68.78 52.25 24.71 19.28 70.89 1343.56 15.10 4.25 190.97 175.12 445.00 70.82 10.50 9.90 1.00 132.22 122.33 401.50 47.23 95.60 94.54 12.80 58.75 96.05 22.16 98.80 100.46 269.72 1.71 251.04 5.19 70.33 23.59 336.99 35.67 135.89 14.87 91.40 67.88 29.00 125.01 33.56 7.74 39.61 10.00 1.04 50.20 67.68 106.00 1714.75 8.19 230.04 47.57 88.62 16.66 5.79 10.28 10.00 0.98 24.49 12.57 6.30 16.79 3.21 10.07 48.20 18.54 77.49 231.80 328.11 68.75 61.48 12.90 3.50 21.14 80.42 407.94 91.95 91.82 105.95 43.24 11.86 10.87 3.24 10.03 273.65 48.66 63.07 17.37
6.32 136.91 380.00 77.47 9.56 0.62 9.90 9.65 0.52 2.96 18.51 10.31 3.53 11.07 60.26 152.42 39.93 68.30 13.31 7.04 9.73 9.56 0.47 31.00 13.75 12.61 5.85 85.97 17.46 6.60 40.30 32.67 12.30 11.00 34.14 942.44 4.72 0.76 121.89 106.95 274.64 51.97 9.77 9.41 0.58 92.76 67.05 306.00 11.98 61.96 55.73 9.24 25.07 72.05 12.14 77.85 77.05 202.73 0.80 169.34 1.58 12.68 19.39 184.48 20.27 98.38 9.56 68.38 50.37 19.77 78.00 20.50 3.96 20.22 9.65 0.56 37.25 45.73 35.38 1033.40 4.32 122.15 31.51 61.07 9.75 1.40 9.72 9.60 0.47 15.67 6.66 4.36 10.49 2.33 7.47 25.83 9.26 45.38 134.09 199.81 45.29 42.46 3.34 0.44 16.09 29.56 261.38 67.77 68.48 66.85 22.05 9.84 9.61 0.65 9.95 165.60 16.39 34.05 11.77
MRC Global MSA Safety MSCI MSC Industrial M3-Brigade II A M3-BrigadeIIWt M3-BrigadeIII M3-BrigadeIII A M3-BrigadeIIIWt MV Oil Mytheresa Macerich MacquarieInfr Macy's MSG Entertainment MSG Sports MagellanMid MagnaIntl Magnachip MagnoliaOil MagnumOpus MagnumOpusA MagnumOpusWt MainStreetCap ManchesterUnited Manitowoc Manning&Napier Manpower ManulifeFin MarathonOil MarathonPetrol Marcus&Millichap Marcus MarineProducts MarineMax Markel Markforged MarkforgedWt MarriottVacations Marsh&McLen MartinMarietta Masco MasonIndlTech MasonIndlTechA MasonIndlTechWt MasoniteIntl MasTec Mastercard MatadorRscs Materion Matson MauiLand MaxarTech Maximus MayvilleEngg McCormick McCormickVtg McDonalds McEwenMining McKesson Mechel MediaAlpha MedicalProp Medifast Mednax Medtronic MemberCollect Merck MercuryGeneral MeridianLink MeritageHomes Meritor MesaRoyalty MesabiTrust MetalsAcqn MetalsAcqnWt MethodeElec MetLife MetropolitanBk MettlerToledo MicroFocus MidAmApt MillerIndustries MineralsTechs MirionTech MirionTechWt MissionAdv MissionAdvA MissionAdvWt MisterCarWash MistrasGroup MitsubishiUFJ MiXTelematics MizuhoFin MobileTeleSys ModelN ModineMfg Moelis MohawkInds MolinaHealthcare MolsonCoorsA MolsonCoorsB MoneyLion MoneyLionWt MonmouthRealEst MontroseEnvl Moody's Moog A Moog B MorganStanley Mosaic MotiveCapital MotiveCapA MotiveCapWt MotiveCapII MotorolaSol Movado MuellerIndustries MuellerWater
Tick Div Sym Yld P/E Last Chg. Amt. MRC MSA MSCI MSM MBAC MBAC.WT MBSC.UT MBSC MBSC.WT MVO MYTE MAC MIC M MSGE MSGS MMP MGA MX MGY OPA.UT OPA OPA.WT MAIN MANU MTW MN MAN MFC MRO MPC MMI MCS MPX HZO MKL MKFG MKFG.WT VAC MMC MLM MAS MIT.UT MIT MIT.WT DOOR MTZ MA MTDR MTRN MATX MLP MAXR MMS MEC MKC MKC.V MCD MUX MCK MTL MAX MPW MED MD MDT MCG MRK MCY MLNK MTH MTOR MTR MSB MTAL MTAL.WT MEI MET MCB MTD MFGP MAA MLR MTX MIR MIR.WT MACC.UT MACC MACC.WT MCW MG MUFG MIXT MFG MBT MODN MOD MC MHK MOH TAP.A TAP ML ML.WT MNR MEG MCO MOG.A MOG.B MS MOS MOTV.UT MOTV MOTV.WT MTVC.UT MSI MOV MLI MWA
... 1.2 .7 3.6 ... ... ... ... ... 11.1 ... 3.4 .0 2.2 ... ... 9.2 2.1 ... .8 ... ... ... 5.8 1.3 ... 2.5 2.6 4.6 1.1 3.7 ... ... 3.8 ... ... ... ... 1.3 1.2 .6 1.3 ... ... ... ... ... .5 .5 .5 1.4 ... .1 1.4 ... 1.5 1.6 2.1 ... .8 ... ... 4.8 2.7 ... 2.4 ... 3.6 4.8 ... ... ... 4.8 10.8 ... ... 1.2 3.1 ... ... 3.7 1.9 2.2 .3 ... ... ... ... ... ... ... 3.5 1.6 4.1 8.1 ... ... 3.8 ... ... 2.5 3.0 ... ... 3.4 ... .6 1.3 1.3 2.8 1.1 ... ... ... ... 1.2 2.4 .9 1.6
dd 64 74 19 dd ... ... ... ... 12 dd dd dd 10 dd dd 11 14 14 11 ... ... ... 10 dd 41 8 16 7 dd 36 20 dd 16 9 7 dd ... dd 33 38 38 ... 37 ... 20 19 44 16 31 6 cc dd 17 42 34 34 28 dd dd 2 dd 24 16 cc 30 dd 27 8 dd 7 9 21 6 ... ... 16 10 17 53 dd 61 15 16 dd ... ... 38 ... dd 57 7 19 5 8 dd dd 11 11 32 dd dd 17 ... 46 dd 35 16 16 13 8 ... dd ... ... 37 11 9 33
6.86 150.48 612.54 83.94 9.92 1.17 10.00 9.83 .54 8.88 21.13 17.54 3.63 26.84 70.91 173.64 45.13 80.26 20.96 18.94 10.37 9.93 .85 44.61 14.26 18.80 8.15 97.52 19.10 16.35 63.43 51.58 17.95 12.57 58.18 1230.46 5.63 .90 168.64 173.49 438.00 69.68 10.00 9.73 .63 116.47 91.98 360.99 36.94 91.40 88.64 10.04 29.74 80.15 14.48 95.57 95.33 267.21 .90 248.90 3.18 15.60 23.46 210.84 26.98 104.47 12.72 77.14 52.90 21.28 120.09 24.66 6.00 26.54 9.69 .59 48.37 62.58 105.21 1702.53 5.56 228.94 33.35 72.80 10.53 2.51 9.90 9.72 .52 18.31 7.61 5.44 12.25 2.56 8.01 30.40 9.94 62.77 177.89 320.68 55.50 45.90 3.86 .56 20.99 69.69 391.06 79.68 80.00 98.80 39.21 10.22 9.89 1.02 10.00 271.09 42.12 59.24 14.40
–0.29 +3.29 +1.27 ... +0.01 –0.05 +0.02 –0.20 –0.11 +0.31 –0.42 +0.51 +0.04 +1.70 –0.19 –0.44 +0.70 +0.76 +1.27 +0.21 –0.03 +0.06 –0.05 +0.61 +0.03 +0.23 +0.24 +2.04 +0.38 +0.35 +0.39 +1.35 +0.03 +0.46 +1.92 +21.77 +0.18 –0.07 +2.10 +2.92 +0.94 +1.68 +0.08 +0.03 +0.02 +1.27 +0.69 +0.41 –0.29 +2.93 +4.99 +0.22 –1.42 +2.04 +0.11 +2.54 +2.33 +1.26 –0.01 +8.12 +0.05 +0.21 +0.80 +6.64 –0.59 +1.57 +0.26 +1.41 +1.71 +0.10 +3.11 +0.04 –0.02 +0.55 +0.01 –0.02 +0.94 +0.80 +4.80 +76.30 +0.23 +7.85 +0.85 +1.05 +0.05 –0.03 +0.03 –0.01 –0.02 –0.23 +0.15 –0.12 +0.33 –0.03 +0.09 +0.79 –0.02 +0.40 +6.73 +3.95 –1.50 +0.31 +0.08 –0.03 +0.02 –1.94 –6.20 +0.93 +1.00 –0.54 +0.03 ... –0.01 –0.08 ... +8.19 +1.60 +0.73 +0.28
... .44 1.04 .75 ... ... ... ... ... .365 ... .15 11.00 .15 ... ... 1.0375 .43 ... .08 ... ... ... .215 .09 ... .05 1.26 .0395 .06 .58 ... ... .12 ... ... ... ... .54 .535 .61 .235 ... ... ... ... ... .49 .05 .12 .30 ... .01 .28 ... .37 .37 1.38 ... .47 ... ... .28 1.42 ... .63 ... .65 .635 ... ... ... .1298 1.42 ... ... .14 .48 ... ... .088 1.0875 .18 .05 ... ... ... ... ... ... ... .1115 .0647 .0574 .2903 ... ... 2.50 ... ... .34 .34 ... ... .18 ... .62 .25 .25 .70 .1125 ... ... ... ... .79 .25 .13 .058
52-Week High Low Name
Tick Div Sym Yld P/E Last Chg. Amt.
9.69 2.34 31.00 200.26 11.50 9.95 1.01 23.98 29.71
3.48 0.78 11.66 119.47 9.80 9.60 0.46 18.53 13.84
MultiPlan MultiPlanWt MurphyOil MurphyUSA MusicAcqn MusicAcqnA MusicAcqnWt MyersIndustries MyovantSciences
44.00 16.00 50.00 4.09 66.99 8.50 18.02 11.98 46.10 5982.45 10.26 133.61 37.88 46.52 64.72 73.55 78.56 117.87 50.33 69.50 23.73 12.97 18.75 34.92 23.11 6.50 31.38 12.46 15.42 36.46 61.49 99.79 16.14 13.49 3.10 26.93 184.86 11.70 44.41 19.97 129.70 11.81 14.80 14.33 58.73 432.55 75.31 4.08 12.86 23.97 83.81 18.59 92.91 57.57 67.72 57.35 88.80 5.84 28.42 179.10 4.04 27.85 112.64 52.77 29.06 9.79 31.85 10.00 6.72 4.05 46.45 296.87 17.79 10.76 11.28 10.29 1.69 12.11 11.62 3.35 10.19 1.79 10.19 2.00 10.46 10.20 408.03 56.75 34.49 21.90 98.52 117.35 11.36 10.15 1.79 12.24 63.85 128.81 20.73 77.35 15.23 5.12 38.48 27.73 38.39 19.46
20.05 10.32 31.32 1.38 27.52 4.46 11.46 6.83 31.94 3885.00 10.07 55.01 5.47 32.14 39.80 55.89 50.88 78.33 38.25 33.79 8.77 8.00 9.88 13.41 10.75 3.94 5.88 7.84 2.11 9.78 42.82 67.93 7.95 4.45 0.83 16.63 79.44 8.30 33.32 1.68 51.52 8.98 5.79 10.28 39.73 297.29 52.60 1.82 6.50 15.61 39.13 7.26 68.33 46.18 53.20 46.26 63.50 3.06 18.76 125.44 0.79 21.09 101.47 28.58 20.34 3.75 23.18 5.56 4.10 1.65 18.95 230.15 8.96 2.85 9.75 9.51 0.76 9.74 9.38 0.58 9.65 0.80 9.64 0.74 9.70 9.70 282.88 41.71 17.78 5.07 79.34 66.59 9.80 9.58 0.75 8.75 39.40 47.94 13.53 46.92 7.30 1.54 21.81 16.00 29.18 10.64
NACCO Inds N-able NCR NGL Energy NIO NL Industries NOV NOW NRG Energy NVR NaborsEnerTransUn NaborsIndustries NamTaiProperty NatlBankHoldings NationalFuelGas NationalGrid NatlHealthInv NatlPrestoInds NatlRetailProp NatlStorage Natura&Co NaturalGasSvcs NaturalGrocers NaturalResPtrs Natuzzi NatWest Nautilus NavigatorHldgs NaviosMaritime NaviosMaritime Neenah Nelnet NeoPhotonics NerdyA NerdyWt Netstreit Nevro NewFrontierHlth NewJerseyRscs NewOrientalEduc NewRelic NewResidInvt NewYorkCityReit NY CmntyBcp NYTimes A NewMarket Newmont NewparkResources NexaResources NexPointRealEst NexPointResidentl Nextdoor NextEraEnergy NextEra6.219%Un NextEraEnergyUn NextEraEnergyUn NextEraEnergy NexTierOilfield NielsenHoldings Nike NineEnergy NiSource NiSourceUn NoahHoldings Noble Nokia NomadFoods NomadRoyalty NomuraHoldings NordicAmTankers Nordstrom NorfolkSouthern NorthAmConstr NoEuroOil NorthernGenesisIII NorthernGenIII NorthernGenIII Wt NorthernStarII NorthernStrII A NorthernStrII Wt NorthernStrIII A NorthernStrIII Wt NorthernStrIV A NorthernStrIV Wt NorthernStarIII NorthernStarIV NorthropGrum NorthwestNat NorwegCruise NouveauMonde Novartis NovoNordisk NovusCapII NovusCapII A NovusCapII Wt NuHoldings NuSkinEnts Nucor NuSTAREnergy Nutrien NuvationBio NuvationBioWt nVentElectric OFGBancorp OGE Energy O-I Glass
MPLN MPLN.WT MUR MUSA TMAC.UT TMAC TMAC.WT MYE MYOV
... ... 1.9 .6 ... ... ... 2.7 ...
dd ... dd 15 ... cc ... 25 dd
4.31 1.27 25.97 198.39 9.97 9.71 .56 20.03 16.07
–0.11 ... ... ... +0.21 .125 +6.76 .29 –0.04 ... +0.02 ... +0.02 ... +0.34 .135 –0.63 ...
2.2 ... ... ... ... ... 1.5 ... 3.0 ... ... ... ... 2.0 2.9 4.7 6.3 1.2 4.4 2.6 ... ... 2.8 5.5 ... ... ... ... ... .8 4.1 1.0 ... ... ... 3.5 ... ... 3.5 ... ... 9.3 4.4 5.6 .6 2.4 3.6 ... 3.5 9.8 1.8 ... 1.7 5.4 3.6 4.6 3.1 ... 1.2 .7 ... 3.2 5.7 ... ... ... ... 2.1 4.2 3.6 ... 1.4 .9 4.6 ... ... ... ... ... ... ... ... ... ... ... ... 1.6 4.0 ... ... ... .9 ... ... ... ... 3.0 1.8 10.6 2.5 ... ... 1.9 1.8 4.3 ...
7 dd dd dd dd 9 dd dd 4 19 ... dd 10 14 16 25 18 16 33 75 63 dd 16 14 dd 11 3 42 dd 1 dd 8 dd 13 ... cc dd ... 34 10 dd 8 dd 10 51 16 24 dd 6 4 dd ... 77 ... ... ... 30 dd 30 44 dd 25 ... dd dd dd 18 35 dd dd cc 25 13 32 ... ... ... ... dd ... dd ... ... ... ... ... 14 18 dd dd 20 35 ... dd ... dd 12 7 dd 19 dd ... 25 10 16 26
35.35 11.20 40.03 1.87 32.42 7.35 13.51 8.48 42.91 5906.03 10.10 82.33 10.54 43.98 63.77 72.96 57.28 81.87 48.06 68.76 9.18 10.30 14.29 32.68 13.90 6.10 6.54 8.74 3.56 24.39 46.22 97.12 15.36 4.60 .94 22.73 82.07 11.41 40.97 2.11 110.70 10.76 9.04 12.21 48.22 347.34 61.59 2.90 7.66 19.33 82.74 8.29 92.77 57.57 67.70 57.19 83.37 3.59 20.70 167.49 1.10 27.55 111.89 30.56 24.64 6.26 25.34 7.53 4.33 1.66 22.95 294.73 14.47 10.15 9.97 9.72 .89 9.82 9.71 .63 9.75 .91 9.72 .87 9.91 9.88 384.53 48.75 21.02 7.16 87.46 111.45 10.27 9.92 1.25 9.40 51.08 113.85 15.13 74.63 8.45 1.85 37.64 26.85 38.25 11.87
+2.26 –0.52 +0.73 –0.09 +1.90 +0.26 –0.01 –0.08 +0.71 +121.40 –0.01 –4.41 –0.77 +0.45 +0.66 +0.59 +1.28 –0.35 +1.70 +1.67 +0.09 –0.30 +0.03 +0.59 –0.80 +0.02 +0.28 –0.06 –0.12 –0.11 +0.77 –0.48 +0.19 –0.43 –0.17 +1.05 –3.98 –0.17 +0.50 +0.06 +1.43 –0.27 +2.82 +0.16 +0.84 +4.50 +2.06 –0.11 –0.56 +0.07 +4.03 –0.53 +2.07 +1.08 +1.36 +0.96 +0.49 –0.14 –0.34 +1.82 +0.13 +0.68 +2.15 +0.24 –0.47 +0.07 +0.21 ... –0.10 –0.13 +1.24 +7.20 +0.10 –0.07 +0.02 +0.02 –0.02 ... ... ... ... +0.01 ... –0.01 +0.05 +0.02 +3.36 +0.47 –1.70 –0.07 +0.80 +3.02 –0.05 –0.02 ... –0.43 +1.58 –0.45 +0.87 –0.36 +0.22 +0.12 +0.22 +0.63 +1.04 +0.33
NO NC NABL NCR NGL NIO NL NOV DNOW NRG NVR NETC.UT NBR NTP NBHC NFG NGG NHI NPK NNN NSA NTCO NGS NGVC NRP NTZ NWG NLS NVGS NM NMM NP NNI NPTN NRDY NRDY.WT NTST NVRO NFH NJR EDU NEWR NRZ NYC NYCB NYT NEU NEM NR NEXA NREF NXRT KIND NEE NEE.PRQ NEE.PRO NEE.PRP NEP NEX NLSN NKE NINE NI NIMC NOAH NE NOK NOMD NSR NMR NAT JWN NSC NOA NRT NGC.UT NGC NGC.WT NSTB.UT NSTB NSTB.WT NSTC NSTC.WT NSTD NSTD.WT NSTC.UT NSTD.UT NOC NWN NCLH NMG NVS NVO NXU.UT NXU NXU.WT NU NUS NUE NS NTR NUVB NUVB.WT NVT OFG OGE OI
.1975 ... ... ... ... ... .05 ... .325 ... ... ... ... .22 .455 1.1573 .90 5.25 .53 .45 ... ... .10 .45 ... ... ... ... ... .05 .475 .24 ... ... ... .20 ... ... .3625 ... ... .25 .10 .17 .07 2.10 .55 ... .2643 .475 .38 ... .385 .7774 .609 .6599 .685 ... .06 .305 ... .22 1.9375 ... ... ... ... .0399 .0865 .01 ... 1.09 .0324 .14 ... ... ... ... ... ... ... ... ... ... ... ... 1.57 .4825 ... ... ... .5503 ... ... ... ... .38 .50 .40 .46 ... ... .175 .12 .41 ...
52-Week High Low Name 81.90 66.78 81.98 66.31 12.51 11.28 2.70 35.75 16.62 18.20 41.01 20.97 4.04 38.45 9.49 26.69 64.76 49.00 39.31 12.01 11.06 2.28 86.38 55.87 35.54 24.95 63.19 11.71 103.77 24.89 55.75 11.60 3.24 106.34 13.09 6.22 38.75 22.45 6.67 32.25 104.05 128.87 37.00 137.47 9.90 10.02 15.12 92.84 16.30 4.49 28.99 3.04 40.65 49.16 109.90 14.97 11.56 2.10 114.47
62.52 37.39 15.07 26.92 9.79 9.55 0.79 17.30 6.65 7.81 22.34 6.27 0.79 29.64 4.42 17.94 22.76 20.57 27.06 9.91 9.60 0.55 60.37 28.10 19.45 2.02 44.45 2.25 47.20 13.32 29.99 4.11 0.54 59.74 9.85 4.17 27.25 15.23 3.46 16.51 75.36 63.71 7.51 83.96 9.56 9.84 9.77 61.28 5.06 1.00 16.99 1.64 14.31 23.58 72.81 12.28 2.43 0.37 62.57
ONE Gas ONEOK ON24 OakStreetHealth OaktreeAcqnII OaktreeAcqnII A OaktreeAcqnIIWt OccidentalPetrol OccidentalPetrolWt OceaneeringIntl OcwenFinancial Offerpad OfferpadWt OilDriAmerica OilStatesIntl OldRepublic Olin Olo OmegaHealthcare Omnichannel OmnichannelA OmnichannelWt Omnicom OnHolding OneLiberty OneConnectFinTech OneMain OnionGlobal OntoInnovation Ooma Oppenheimer A OppFi OppFiWt Oracle Orange OrchidIslandCap Organon OrionEngCarbons OrionGroup OrionOffice Orix OrmatTech OscarHealth Oshkosh OsirisAcqn OsirisAcqn OsiskoGoldRoyal OtisWorldwide Ouster OusterWt OutfrontMedia OverseasShip Ovintiv Owens&Minor OwensCorning OwlRock Owlet OwletWt OxfordIndustries
18.78 16.70 12.66 123.93 28.11 4.37 89.50 37.71 11.70 10.60 1.94 217.60 50.11 92.19 182.97 30.72 60.50 10.30 51.18 186.52 17.14 125.42 156.54 58.36 62.83 45.00 21.20 20.18 90.35 10.71 10.05 0.65 25.41 11.65 16.20 24.67 334.98 45.01 11.06 558.97 39.23 19.57 6.15 19.83 12.39 26.45 10.50 9.95 0.70 34.73 3.47 71.52 21.53 114.34 80.40 320.00
6.23 9.08 8.24 86.26 18.81 1.96 64.81 23.71 9.97 9.63 0.51 141.60 43.84 54.40 132.10 26.15 39.94 9.97 23.08 128.93 6.64 78.76 124.78 29.15 24.13 17.06 12.17 12.43 47.34 9.94 9.75 0.42 12.87 7.79 12.73 15.77 247.41 30.55 4.85 302.44 22.53 3.18 0.52 2.22 7.68 17.57 9.94 9.70 0.44 23.63 0.84 55.11 16.76 56.25 51.08 171.56
PBF Energy PBF Logistics PG&E PG&EUn PGT Innovations PHX Minerals PJT Partners PLDT PMV Consumer PMV Consumer PMV Consumer Wt PNC Fin PNM Resources POSCO PPG Ind PPL ProgHoldings PROOFAcqnIUn PROS PSBusinessParks P10 PVH PackagingCpAm PagerDuty PagSeguroDig PalantirTech PampaEnergia ParPacific ParTechnology ParabellumAcqn ParabellumAcqn ParabellumAcqnWt Paragon28 ParamountGroup ParkAerospace ParkHotels ParkerHannifin Parsons PartyCity PaycomSoftware Paymentus Paysafe PaysafeWt PeabodyEnergy Pearson PebblebrookHotel PegasusDigital PegasusDigA PegasusDigWt PembinaPipeline PA Reit PennyMacFin PennyMacMtg PenskeAuto Pentair Penumbra
Tick Div Sym Yld P/E Last Chg. Amt. OGS OKE ONTF OSH OACB.UT OACB OACB.WT OXY OXY.WT OII OCN OPAD OPAD.WT ODC OIS ORI OLN OLO OHI OCA.UT OCA OCA.WT OMC ONON OLP OCFT OMF OG ONTO OOMA OPY OPFI OPFI.WT ORCL ORAN ORC OGN OEC ORN ONL IX ORA OSCR OSK OSI OSI.UT OR OTIS OUST OUST.WT OUT OSG OVV OMI OC ORCC OWLT OWLT.WT OXM
3.0 6.4 ... ... ... ... ... .1 ... ... ... ... ... 3.3 ... 3.6 1.4 ... 9.0 ... ... ... 3.8 ... 5.1 ... 5.6 ... ... ... 1.3 ... ... 1.5 ... 17.0 3.6 .4 ... ... 3.1 .6 ... 1.3 ... ... 1.4 1.1 ... ... 1.5 ... 1.7 .0 1.6 8.8 ... ... 1.7
20 18 dd dd ... dd ... dd ... dd 32 dd ... 30 dd 5 10 dd 16 ... dd ... 11 cc 21 dd 5 ... 43 dd 3 5 ... 26 25 dd 5 8 dd ... 11 68 dd 16 52 ... cc 31 dd ... dd dd dd 14 10 9 dd ... 18
77.46 58.48 17.39 35.07 10.13 9.87 1.09 28.97 12.47 11.28 40.29 6.50 .95 32.67 4.99 24.60 57.41 21.32 29.65 10.25 9.93 .60 73.76 38.07 35.10 2.50 50.25 2.46 100.89 20.37 46.32 4.51 .70 88.01 10.65 4.60 30.73 18.11 3.78 18.65 101.99 78.15 8.00 112.26 9.70 9.87 12.10 86.36 5.29 1.07 26.89 1.91 33.36 43.53 90.14 14.11 2.58 .45 101.20
+1.75 +0.46 –0.51 –0.03 –0.05 ... –0.06 +0.12 +0.10 –0.32 +0.77 –0.89 –0.10 +0.56 –0.17 +0.52 +0.74 –1.10 +1.43 +0.02 –0.01 ... +1.57 –0.54 +0.96 +0.01 +0.08 –0.01 +1.78 +0.04 +2.15 –0.34 –0.08 –1.71 +0.10 –0.05 +0.51 +0.26 ... –0.01 +1.05 +4.47 –0.02 +2.04 ... +0.01 +0.07 +1.11 –0.09 –0.06 +1.00 ... +0.91 –0.12 +1.31 –0.30 –0.33 +0.02 +5.20
.58 .935 ... ... ... ... ... .01 ... ... ... ... ... .27 ... .22 .20 ... .67 ... ... ... .70 ... .45 ... .70 ... ... ... .15 ... ... .32 ... .065 .28 .02 ... ... 1.4528 .12 ... .37 ... ... .044 .24 ... ... .10 ... .14 .0025 .35 .31 ... ... .42
... 10.7 ... 4.8 ... 2.8 .3 3.2 ... ... ... 2.5 2.9 5.1 1.4 5.5 ... ... ... 2.3 ... .1 3.0 ... ... ... ... ... ... ... ... ... ... 3.3 3.0 ... 1.3 ... ... ... ... ... ... ... 3.3 .2 ... ... ... 6.4 ... 1.1 10.7 1.7 1.2 ...
dd 5 dd ... 50 dd 16 17 ... 48 ... 15 20 9 29 81 12 ... dd 33 32 15 17 dd 38 dd 4 dd dd ... ... ... ... dd 41 dd 22 64 dd cc cc dd ... dd 17 dd ... ... ... dd dd 4 13 8 24 cc
12.99 11.26 12.07 115.37 22.28 2.12 74.47 36.84 10.12 9.81 .64 201.00 45.85 58.13 171.09 29.95 44.84 10.30 35.42 184.84 13.54 106.12 134.67 36.12 26.91 18.69 20.88 15.89 54.08 10.13 9.75 .47 17.92 8.45 13.25 18.98 315.00 33.83 5.65 417.70 35.00 3.99 .67 10.23 8.32 22.35 10.03 9.81 .50 30.07 1.01 70.57 17.51 106.01 72.32 286.50
+0.66 +0.10 +0.07 +0.53 –0.04 –0.05 –0.48 –0.18 +0.02 ... +0.04 +3.07 +0.78 –2.01 +4.03 +0.53 –0.20 +0.28 –0.18 +4.19 +0.94 +5.79 +3.37 –0.03 +0.20 –0.24 +1.15 +1.00 –1.14 ... ... –0.01 +2.83 –0.04 +0.02 –0.31 +3.11 +0.07 +0.01 –6.13 +3.45 –0.08 –0.08 –0.35 +0.13 +0.07 –0.11 –0.06 –0.08 –0.04 +0.09 +0.61 –0.32 +3.16 +1.10 +10.95
... .30 ... 1.375 ... .015 .05 .844 ... ... ... 1.25 .3275 .3018 .59 .415 ... ... ... 1.05 ... .0375 1.00 ... ... ... ... ... ... ... ... ... ... .07 .10 ... 1.03 ... ... ... ... ... ... ... .0861 .01 ... ... ... .1703 ... .20 .47 .46 .21 ...
PQ PBF PBFX PCG PCGU PGTI PHX PJT PHI PMVC.UT PMVC PMVC.WT PNC PNM PKX PPG PPL PRG PACI.UT PRO PSB PX PVH PKG PD PAGS PLTR PAM PARR PAR PRBM.UT PRBM PRBM.WT FNA PGRE PKE PK PH PSN PRTY PAYC PAY PSFE PSFE.WT BTU PSO PEB PGSS.UT PGSS PGSS.WT PBA PEI PFSI PMT PAG PNR PEN
52-Week High Low Name
Tick Div Sym Yld P/E Last Chg. Amt.
59.89 10.23 10.60 1.65 15.14 27.38 26.49 5.50 201.03 9.85 2.39 8.00 50.90 34.10 17.80 54.50 12.38 12.07 61.71 106.51 94.34 42.17 2.83 81.59 19.59 20.35 16.07 14.94 4.00 37.23 88.54 89.90 196.64 193.60 15.50 10.84 10.25 1.32 99.60 12.15 4.90 50.89 11.32 31.68 147.73 10.91 10.05 1.55 53.10 117.91 11.04 10.21 2.23 21.27 36.56 50.42 17.68 63.83 14.79 11.75 10.25 1.54 11.55 10.98 2.00 179.51 20.12 29.15 108.75 164.98 107.59 168.84 13.99 83.02 286.57 25.98 115.52 43.60 66.39 374.07 63.91 35.09 9.17 10.25 10.41 0.65 12.13 148.56 59.00 6.36 301.99 29.02 124.69 11.11 10.22 0.90 97.89 3.82 173.89 17.93
38.82 9.75 9.61 0.74 10.63 24.25 23.35 1.36 119.95 3.28 0.70 2.52 35.34 19.54 0.73 30.26 7.06 7.10 33.36 78.34 63.19 24.21 0.80 38.91 16.57 15.10 9.83 9.68 0.71 20.70 62.78 34.07 111.82 90.84 6.03 9.69 9.61 0.77 67.89 5.81 1.03 22.69 4.73 13.96 94.42 9.70 9.43 0.65 40.83 91.80 9.94 9.45 0.78 15.25 15.72 16.25 7.04 34.53 8.29 9.85 9.56 0.57 9.87 9.60 0.53 128.84 14.20 17.40 74.34 121.54 84.89 93.08 6.39 64.40 47.57 17.50 75.71 30.76 53.77 212.22 39.92 16.79 0.28 10.08 9.85 0.49 6.99 69.91 45.58 2.95 215.86 20.32 67.60 9.76 9.50 0.24 19.12 0.81 113.36 5.09
PerformanceFood PeridotAcqnII PeridotAcqnIIA PeridotII Wt PerimeterSolns PeriphasCap PeriphasCapA PeriphasCapWt PerkinElmer PermianBasin PermianvilleRT PermRock Perrigo PershingSquare PershingSquWt PetroChina PetroleoBrasil PetroleoBrasilA Pfizer PhilipMorris Phillips66 Phillips66Ptrs PhoenixNewMedia Phreesia PhysiciansRealty PiedmontOfficeA PineIslandAcqn PineIslandA PineIslandWt PingIdentity PinnacleWest Pinterest PioneerNatRscs PiperSandler PitneyBowes PivotalInvIII PivotalInvtIII A PivotalInvtIII Wt PlanetFitness PlanetLabs PlanetLabsWt Plantronics PlayAGS PlymouthIndREIT Polaris Pontem PontemA PontemWt PortlandGenElec PostHoldings PostHldgsPtr PostHldgsA PostHldgsPartneringWt PostalRealty PowerSchool PrecisionDrilling PrefApartment PrestigeCnsHlth PretiumRscs PrimaveraCap PrimaveraCapA PrimaveraCapWt PrimeImpactI PrimeImpactI A PrimeImpactIWt Primerica PrimoWater ProAssurance ProcoreTech Procter&Gamble Progressive Prologis ProPetro ProsperityBcshs ProtoLabs ProvidentFinSvcs PrudentialFin Prudential PublicServiceEnt PublicStorage PulteGroup PureStorage Puxin PyrophyteAcqn PyrophyteAcqn PyrophyteAcqnWt PzenaInvtMgmt Q2Holdings Qiagen QuadGraphics QuakerHoughton QuanexBldg QuantaServices QuantumFin QuantumFin QuantumFinWt QuantumScape Qudian QuestDiag QuotientTech
PFGC PDOT.UT PDOT PDOT.WT PRM PCPC.UT PCPC PCPC.WT PKI PBT PVL PRT PRGO PSTH PSTH.WT PTR PBR PBR.A PFE PM PSX PSXP FENG PHR DOC PDM PIPP.UT PIPP PIPP.WT PING PNW PINS PXD PIPR PBI PICC.UT PICC PICC.WT PLNT PL PL.WT POLY AGS PLYM PII PNTM.UT PNTM PNTM.WT POR POST PSPC.UT PSPC PSPC.WT PSTL PWSC PDS APTS PBH PVG PV.UT PV PV.WT PIAI.UT PIAI PIAI.WT PRI PRMW PRA PCOR PG PGR PLD PUMP PB PRLB PFS PRU PUK PEG PSA PHM PSTG NEW PHYT.UT PHYT PHYT.WT PZN QTWO QGEN QUAD KWR NX PWR QFTA.UT QFTA QFTA.WT QS QD DGX QUOT
10.10 32.71 43.85 22.23 744.56 117.84 17.51 35.00 7.43 101.21 14.99 11.28 5.91 25.31 66.44
9.95 23.37 26.05 8.31 411.88 95.53 11.92 3.30 3.15 76.43 8.14 2.15 1.56 19.10 4.79
RCF Acqn RELX RE/MAX REV RH RLI RLJ Lodging RLX Tech RPC RPM RPTRealty RR Donnelley RYBEducation RadianGroup Rafael
RCFA.UT RELX RMAX REVG RH RLI RLJ RLX RES RPM RPT RRD RYB RDN RFL
... ... ... ... ... ... ... ... .1 2.3 6.7 7.8 2.5 ... ... 6.7 17.9 19.4 2.7 5.3 5.1 9.7 ... ... 4.9 4.6 ... ... ... ... 4.8 ... 1.4 1.1 3.0 ... ... ... ... ... ... ... ... 2.7 2.3 ... ... ... 3.3 ... ... ... ... 4.6 ... ... 4.0 ... ... ... ... ... ... ... ... 1.2 1.4 .8 ... 2.1 .4 1.5 ... 2.9 ... 3.9 4.2 .9 3.1 2.1 1.1 ... ... ... ... ... 1.2 ... ... ... .7 1.3 .2 ... ... ... ... ... 1.4 ...
cc ... ... ... ... ... cc ... 20 48 cc 15 dd 20 ... 9 3 3 17 16 dd 17 1 dd 55 43 ... 39 ... dd 14 75 33 14 68 ... 86 ... cc dd ... 14 dd dd 11 ... 52 ... 21 46 ... ... ... cc dd dd dd 18 dd ... ... ... ... 53 ... 14 dd 11 dd 30 15 65 dd 13 46 11 6 dd dd 45 9 dd dd ... ... ... 10 dd 22 dd 27 15 30 ... dd ... dd 1 10 dd
45.54 9.92 9.70 .82 13.79 24.65 24.31 1.51 199.56 9.70 2.12 7.06 39.12 19.71 1.33 44.79 10.99 10.17 58.40 94.26 72.45 36.23 .86 42.44 18.90 18.45 10.16 9.85 .88 23.12 70.50 37.95 181.28 180.29 6.62 9.90 9.77 .95 91.33 6.14 1.89 29.99 6.77 31.42 109.71 10.05 9.78 .88 52.72 111.59 10.22 9.75 .85 19.58 16.60 35.01 17.51 62.27 14.05 10.00 9.72 .62 10.00 9.81 .54 153.53 17.58 25.07 80.97 162.77 103.05 167.97 8.09 72.35 52.48 24.34 108.63 34.35 66.32 372.46 56.65 32.63 .43 10.15 9.87 .51 9.61 80.31 55.47 3.95 230.42 24.90 112.83 10.39 9.86 .48 23.15 1.02 171.34 7.51
+0.38 +0.02 –0.01 –0.01 –0.21 –0.12 –0.03 +0.04 +5.79 +0.62 –0.03 +0.26 –0.42 –0.03 ... +0.23 +0.20 +0.21 –0.31 +1.33 +0.55 +0.25 –0.02 –1.79 +0.65 +0.39 –0.02 –0.01 –0.11 –0.18 +1.59 +0.53 +1.25 +0.20 –0.06 ... +0.01 +0.12 +0.36 –0.97 –0.22 +0.58 –0.02 +1.23 +3.44 –0.01 –0.02 +0.01 +1.40 +4.53 +0.12 +0.05 –0.01 +0.99 –0.64 +0.27 +1.04 +0.39 +0.09 –0.03 –0.01 –0.01 –0.15 +0.02 –0.07 –0.04 +0.11 +0.71 –0.75 +2.67 +1.80 +6.22 –0.36 +0.79 –0.28 +0.05 +0.38 +0.40 +1.74 +10.01 +2.00 –0.71 +0.08 +0.03 +0.02 –0.08 +0.04 –1.57 +0.21 –0.02 –2.64 +0.36 +0.95 +0.23 +0.01 +0.02 –1.42 +0.01 +4.29 +0.25
... ... ... ... ... ... ... ... .07 .0246 .025 .0699 .24 ... ... 1.7891 .381 .381 .40 1.25 .92 .875 ... ... .23 .21 ... ... ... ... .85 ... .62 3.00 .05 ... ... ... ... ... ... ... ... .21 .63 ... ... ... .43 ... ... ... ... .225 ... ... .175 ... ... ... ... ... ... ... ... .47 .06 .05 ... .8698 .10 .63 ... .52 ... .24 1.15 .1074 .51 2.00 .15 ... ... ... ... ... .03 ... ... ... .415 .08 .07 ... ... ... ... ... .62 ...
... 2.1 3.0 1.4 ... .9 .3 ... ... 1.6 3.6 ... ... 2.6 ...
... 35 dd 21 25 19 dd 27 dd 28 17 14 5 7 dd
10.03 32.49 30.20 14.41 536.73 112.30 13.94 4.17 4.52 99.93 13.24 11.26 1.90 21.16 5.19
... +0.62 +0.06 +0.41 –9.36 +2.92 –0.10 +0.06 –0.14 +2.42 +0.26 +0.53 –0.14 +0.65 –0.04
... .1966 .23 .05 ... 2.00 .01 ... ... .40 .12 ... ... .14 ...
R
52-Week High Low Name 142.06 26.48 12.35 42.97 103.47 11.30 41.09 92.32 16.78 21.03 72.24 14.12 12.40 3.29 16.98 7.88 14.17 174.12 67.60 24.89 14.39 134.93 181.21 175.12 26.30 35.77 28.38 145.98 33.25 301.34 17.65 71.12 28.47 19.00 89.60 116.86 81.26 16.36 17.00 6.00 11.04 10.75 1.87 10.15 10.46 0.75 449.00 95.97 40.48 76.18 32.48 120.83 141.60 43.00 11.16 10.70 16.99 4.19 354.99 53.90 274.14 41.83 25.15 505.00 10.75 10.57 1.50 108.09 99.24 50.75 50.44 26.55 41.14 93.05 30.05 96.69
99.33 6.58 3.56 12.96 62.02 4.98 28.89 65.02 11.28 12.79 55.20 9.81 9.69 0.68 6.44 0.95 8.38 120.32 26.61 15.72 1.57 94.32 114.26 137.66 24.20 4.84 4.55 88.62 20.31 179.37 6.30 54.18 5.57 9.41 30.12 72.06 45.90 9.78 9.95 1.13 10.00 9.69 1.22 10.02 9.75 0.60 172.17 59.58 7.06 50.61 11.50 60.90 60.50 14.07 9.86 9.60 4.14 0.95 237.14 43.18 147.93 31.43 3.29 365.23 9.75 9.50 0.63 80.53 64.20 35.13 33.54 9.47 25.57 60.60 11.55 61.24
RalphLauren RangeResources RangerEnergySvcs Ranpak RaymondJames RayonierAdvMatls Rayonier RaytheonTech ReadyCapital Realogy RealtyIncome RedBallAcqn RedBallAcqnA RedBallAcqnWt Redwire RedwireWt RedwoodTrust RegalRexnord RegionalMgmt RegionsFin Regis ReinsGrp RelianceSteel RenaissanceRe RenaissancePfdG ReneSola Renren RepublicSvcs ResideoTech ResMed ResoluteForest RestaurantBrands RetailValue Revlon Revolve RexAmerRes RexfordIndlRealty RibbitLeapA RibbitLeapUn RibbitLeapWt RiceAcqnII RiceAcqnII A RiceAcqnII Wt RigelResource RigelResourceA RigelResourceWt RingCentral RioTinto Riskified RitchieBros RiteAid RobertHalf Roblox RocketCos. RocketInternet RocketInternetA RockleyPhotonics RockleyPhotonicsWt Rockwell RogersComm B Rogers Rollins RomeoPower RoperTech RossAcqnII RossAcqnIIA RossAcqnIIWt RoyalBkCanada RoyalCaribbean RoyalDutchA RoyalDutchB RushStreetInt RyanSpecialty RyderSystem RyersonHolding RymanHospitality
151.48 484.21 11.59 2.75 9.77 10.44 0.58 6.28 9.17 11.40 2.77 27.94 17.61 73.69 55.30 85.65 38.25 10.95 0.80 15.88 68.24 88.55 31.04 48.03 10.05 37.13 45.52 5.44 8.98 95.29 64.19 311.75 25.66 31.41 7.80 10.28 10.04 1.30 14.99
120.08 303.50 9.66 0.23 9.57 9.87 0.50 2.62 6.13 6.97 0.62 20.34 9.59 58.01 26.82 57.98 5.89 10.08 0.53 0.81 51.63 52.30 9.02 29.40 9.95 30.02 28.15 1.30 5.95 66.36 39.00 201.51 12.57 21.80 2.55 9.78 9.60 0.54 3.05
SAP S&P Global SCVX SCVX Wt SDCLEDGEAcqn SDCLEDGEAcqnUn SDCLEDGEAcqnWt SeacorMarine SFL SignaSports SignaSportsWt SINOPEC SITE Centers SJW Group SK Telecom SLGreenRealty SM Energy SoarTech SoarTechAcqnWt SOS SPX SPX FLOW SQZ Biotech STAG Indl STEnerTransitionI StoreCapital SabineRoyalty SafeBulkers SafeguardSci Safehold SailPointTechs Salesforce.com SallyBeauty Samsara SanJuanBasin SandbridgeX2 SandbridgeX2 A SandbridgeX2Wt SandRidgeEnergy
Tick Div Sym Yld P/E Last Chg. Amt. RL RRC RNGR PACK RJF RYAM RYN RTX RC RLGY O RBAC.UT RBAC RBAC.WT RDW RDW.WT RWT RRX RM RF RGS RGA RS RNR RNR.PRG SOL RENN RSG REZI RMD RFP QSR RVI REV RVLV REX REXR LEAP LEAP.UT LEAP.WT RONI.UT RONI RONI.WT RRAC.UT RRAC RRAC.WT RNG RIO RSKD RBA RAD RHI RBLX RKT RKTA.UT RKTA RKLY RKLY.WT ROK RCI ROG ROL RMO ROP ROSS.UT ROSS ROSS.WT RY RCL RDS.A RDS.B RSI RYAN R RYI RHP
2.3 ... ... ... 1.3 ... 2.7 2.4 10.8 ... 4.1 ... ... ... ... ... 5.9 .8 1.8 3.1 ... 2.7 1.7 .8 4.2 ... ... 1.3 ... .6 .0 3.5 .0 ... ... ... 1.2 ... ... ... ... ... ... ... ... ... ... 10.3 ... 1.6 ... 1.4 ... .0 ... ... ... ... 1.3 3.3 ... 1.2 ... .5 ... ... ... 3.5 ... 2.9 3.8 ... ... 2.8 1.3 ...
22 dd dd dd 15 4 37 39 8 6 57 ... 43 ... dd ... 5 26 7 8 dd 13 9 dd ... 36 ... 37 16 77 3 25 dd dd 47 17 cc 29 ... ... ... ... ... ... ... ... dd 6 ... 40 dd 24 dd 7 ... ... dd ... 30 19 51 48 52 46 ... ... ... 12 dd 37 37 dd cc 12 6 dd
117.93 18.27 9.90 36.60 101.02 5.57 40.39 85.80 15.51 16.92 71.91 10.35 9.92 1.17 6.64 1.96 13.23 169.86 56.51 21.87 1.68 110.00 161.47 169.79 25.06 5.94 14.59 138.58 25.66 261.99 15.08 60.47 6.49 11.28 56.74 96.94 80.70 10.02 10.22 1.32 10.40 10.03 1.50 10.14 9.86 .60 194.53 66.77 7.96 61.23 14.80 111.37 100.53 14.69 9.94 9.77 4.49 1.27 346.84 47.14 273.08 33.64 3.78 489.16 9.91 9.74 .85 105.49 77.35 43.40 43.42 16.78 39.49 81.56 25.71 91.08
+5.79 –0.05 –0.29 +1.06 +1.62 +0.02 +1.66 +0.90 –0.39 –0.01 +2.69 –0.23 +0.02 –0.18 –0.70 –0.40 –0.01 +4.68 –0.69 +0.35 –0.01 +0.56 +2.80 +2.13 –0.04 –0.10 +0.21 +3.16 –0.54 +3.17 +1.42 +1.16 +0.20 –0.07 +0.35 –2.16 +3.20 +0.03 +0.10 –0.05 –0.05 –0.01 +0.01 +0.10 ... ... +2.07 +0.56 –0.04 –0.02 +0.84 +2.16 –1.29 –0.58 –0.01 ... +0.14 +0.12 +6.72 +0.34 +0.38 +0.86 –0.39 +10.83 –0.08 +0.01 –0.02 +1.16 –2.18 –0.44 –0.39 –0.22 +0.15 +2.21 +0.84 +1.93
.6875 ... ... ... .34 ... .27 .51 .42 ... .236 ... ... ... ... ... .23 .33 .25 .17 ... .73 .6875 .36 .2625 ... ... .46 ... .42 1.00 .53 3.27 ... ... ... .24 ... ... ... ... ... ... ... ... ... ... 1.85 ... .25 ... .38 ... 1.11 ... ... ... ... 1.12 .3973 ... .08 ... .62 ... ... ... .9355 ... .48 .48 ... ... .58 .085 ...
2.1 .7 ... ... ... ... ... ... 9.0 ... ... 5.9 3.0 1.9 6.8 5.0 .1 ... ... ... ... .4 ... 3.1 ... 4.4 7.7 ... ... .9 ... ... ... ... 11.1 ... ... ... ...
24 41 30 ... ... ... ... 18 dd dd ... 5 78 39 15 8 dd ... ... 3 31 47 dd 38 ... 38 15 4 5 62 dd cc 9 dd 12 ... ... ... 5
140.40 470.48 9.99 .32 9.71 9.94 .55 3.46 8.04 8.50 .83 23.06 15.82 72.67 26.88 72.42 29.62 10.26 .55 .84 59.23 86.25 9.57 47.48 9.97 34.67 41.54 3.63 7.17 78.67 48.85 255.33 18.84 26.57 6.01 9.95 9.74 .56 10.35
+0.32 –3.26 ... –0.06 ... ... ... +0.14 –0.01 –0.62 –0.05 +0.56 +0.59 +2.38 –21.54 +0.64 +0.62 +0.03 –0.01 –0.15 +1.36 +0.28 –0.33 +2.03 ... +0.63 +0.97 –0.06 +0.63 +2.59 +0.85 +2.19 +0.26 –1.04 +0.17 ... +0.03 –0.03 –0.34
2.2599 .77 ... ... ... ... ... ... .18 ... ... 1.5567 .12 .34 .3867 2.4392 .01 ... ... ... ... .09 ... .1208 ... .385 .3126 ... ... .17 ... ... ... ... .1124 ... ... ... ...
S SAP SPGI SCVX SCVX.WT SEDA SEDA.UT SEDA.WT SMHI SFL SSU SSU.WT SHI SITC SJW SKM SLG SM FLYA.UT FLYA.WT SOS SPXC FLOW SQZ STAG STET.UT STOR SBR SB SFE SAFE SAIL CRM SBH IOT SJT SBII.UT SBII SBII.WT SD
January 3, 2022
43
BARRON’S
New York Stock Exchange Composite List
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
52-Week High Low Name 9.31 42.87 30.25 19.82 54.46 36.87 27.32 86.43 50.79 103.95 24.67 254.34 15.14 10.09 28.90 372.70 22.86 68.01 70.48 7.58 43.60 33.00 144.93 32.48 18.55 64.80 106.32 78.53 9.57 24.04 71.71 707.60 88.94 138.38 12.81 1.63 30.41 16.50 354.15 104.11 39.17 1762.92 10.15 128.36 20.68 111.92 40.79 34.83 239.26 25.50 11.66 10.32 1.88 171.12 141.26 11.50 260.00 51.75 55.87 13.60 12.88 3.75 46.30 85.92 15.14 85.65 86.74 46.10 140.65 83.34 259.99 405.00 19.47 6.68 18.31 19.35 17.81 6.97 1.25 11.20 10.28 71.50 15.08 23.00 23.39 12.24 58.00 55.17 69.83 128.30 29.24 59.86 68.43 53.99 83.29 10.05 64.75 73.54 5.96 11.08 10.00 1.80 22.66 107.22 19.50 2.89 77.95 53.63 40.77 52.29 14.72 12.48 4.75 387.44 29.43 10.03 26.50 47.89 64.71
5.31 20.57 20.20 8.64 29.65 21.23 20.39 50.77 28.07 77.65 11.09 133.36 4.13 9.97 14.87 189.61 14.92 41.78 27.06 3.97 25.62 7.72 114.66 10.62 10.91 51.64 69.96 39.94 4.05 11.95 45.63 448.27 39.46 66.26 3.36 0.40 17.06 9.94 218.06 48.58 27.51 1005.14 10.00 62.21 11.15 27.15 12.67 5.15 56.00 14.44 9.82 9.69 0.76 82.06 91.25 7.48 147.60 30.88 33.80 8.24 8.56 1.20 7.10 29.40 8.81 51.11 52.08 31.55 110.53 42.96 165.88 184.71 10.20 1.35 9.82 10.03 9.77 1.20 0.74 9.80 9.61 40.53 6.11 13.55 13.46 5.66 37.53 10.75 54.82 91.75 20.75 47.22 56.69 48.15 54.92 9.96 38.66 57.00 2.97 9.81 9.67 0.86 0.06 74.26 3.31 0.40 59.29 32.93 19.52 36.89 10.02 9.59 0.91 201.68 12.31 9.96 12.12 28.03 26.85
SandstormGold SantanderCons SaratogaInvt Sasol SaulCenters Schlumberger SchneiderNatl SchwabC SchweitzerMaud ScienceApplicat ScorpioTankers ScottsMiracleGro ScullyRoyalty SculptorAcqnI SculptorCapMgmt Sea SeabridgeGold SealedAir SeaWorldEnt SelectEnergySvcs SelectMedical SelectQuote Sempra Semrush SendasDistrib SensataTechs SensientTech SentinelOne SequansComms SeritageGrowth ServiceCorp ServiceNow ServisFirst ShakeShack Shapeways ShapewaysWt ShawComm B ShellMidstream SherwinWilliams Shift4Paymts ShinhanFin Shopify ShoulderUpTechUn Shutterstock Sibanye-Stillwater SignetJewelers SignifyHealth SilverBowRscs SilvergateCapital Similarweb SimonPropAcqn SimonPropA SimonPropWt SimonProperty SimpsonMfg SiriusPoint SiteOneLandscape SixFlags SkechersUSA SkeenaRscs Skillsoft SkillsoftWt Skillz SkylineChamp SmartRent Smartsheet SmithAO Smith&Nephew Smucker Snap SnapOn Snowflake SocialCapHedIV SocialCapHedosIVWt SocialCapHedIV A SocialCapHedVI SocialCapHedVI A SocialCapHedVI Wt SocialLvgI Wt SocialLvgI SocialLvgI A SOQUIMICH SolarisOilfield SolarWinds SoloBrands Sonendo SonicAutomotive SonidaSrLiving SonocoProducts Sony SoJerseyInd SouthJerseyUn Southern SouthernUnSeriesA SoCopper SouthportAcqn SouthwestAir SouthwestGas SouthwesternEner SpartanAcqnIII SpartanAcqnIII A SpartanAcqnIII Wt SpecialOppsFdRt SpectrumBrands SpireGlobal SpireGlobalWt Spire SpiritAeroSys SpiritAirlines SpiritRealtyCap SportsEntAcqn SportsEntA SportsEntWt Spotify SpragueRscs SpreeAcqnCorp.1Un Sprinklr Sprott Squarespace
Tick Div Sym Yld P/E Last Chg. Amt. SAND SC SAR SSL BFS SLB SNDR SCHW SWM SAIC STNG SMG SRL SCUA.UT SCU SE SA SEE SEAS WTTR SEM SLQT SRE SEMR ASAI ST SXT S SQNS SRG SCI NOW SFBS SHAK SHPW SHPW.WT SJR SHLX SHW FOUR SHG SHOP SUAC.UT SSTK SBSW SIG SGFY SBOW SI SMWB SPGS.UT SPGS SPGS.WT SPG SSD SPNT SITE SIX SKX SKE SKIL SKIL.WT SKLZ SKY SMRT SMAR AOS SNN SJM SNAP SNA SNOW IPOD.UT IPOD.WT IPOD IPOF.UT IPOF IPOF.WT SLAC.WT SLAC.UT SLAC SQM SOI SWI DTC SONX SAH SNDA SON SONY SJI SJIV SO SOLN SCCO PORT.UT LUV SWX SWN SPAQ.UT SPAQ SPAQ.WT SPE.RT SPB SPIR SPIR.WT SR SPR SAVE SRC SEAH.UT SEAH SEAH.WT SPOT SRLP SHAP.UT CXM SII SQSP
1.0 2.1 6.5 ... 4.3 1.7 1.0 .9 5.9 1.8 3.2 1.7 ... ... 16.3 ... ... 1.2 ... ... 1.7 ... 3.3 ... .8 ... 1.6 ... ... ... 1.3 ... 1.1 ... ... ... 3.0 10.6 .6 ... 4.7 ... ... .7 10.5 .8 ... ... ... ... ... ... ... 4.1 .7 ... ... ... ... ... ... ... ... ... ... ... 1.3 2.1 2.9 ... 2.7 ... ... ... ... ... ... ... ... ... ... .7 6.6 ... ... ... 1.0 ... 3.1 .3 4.7 8.2 3.9 6.3 5.2 ... ... 3.4 ... ... ... ... ... 1.7 ... ... 4.2 .1 ... 5.3 ... ... ... ... 13.1 ... ... 2.2 ...
40 4 7 dd 36 26 14 32 19 17 dd 18 14 ... 5 dd dd 22 38 dd 9 18 36 ... 11 26 36 dd ... dd 15 cc 23 dd dd ... 20 9 48 dd 5 52 ... 42 3 8 dd dd 56 dd ... 79 ... 29 27 3 49 88 17 dd dd ... dd 30 dd dd 30 28 19 dd 15 dd ... ... 21 ... dd ... ... ... cc 58 dd 22 ... ... 7 1 dd 19 16 ... 24 ... 15 ... dd 17 dd ... dd ... ... 22 dd ... 13 dd dd 38 ... dd ... dd dd ... dd 39 dd
6.24 42.34 29.36 16.12 52.54 29.82 26.87 84.48 29.82 84.43 12.60 158.99 8.86 10.05 21.24 224.31 16.42 67.14 64.71 6.21 29.82 9.27 131.77 21.39 11.83 61.37 99.59 52.31 4.64 13.23 70.72 654.54 85.47 73.07 3.73 .44 30.10 11.37 350.36 59.17 30.88 1398.24 10.07 112.47 12.62 86.34 14.54 22.33 151.83 17.65 9.90 9.75 .85 160.04 137.90 8.14 237.85 42.28 43.58 10.19 9.23 1.95 7.62 78.22 9.85 78.82 85.29 34.65 135.34 48.03 214.25 340.63 10.70 2.03 10.23 10.69 10.21 1.93 .80 9.92 9.77 51.80 6.41 14.42 15.20 5.72 48.98 27.87 57.71 125.92 26.12 55.44 68.36 53.51 61.23 10.00 42.72 69.95 4.80 10.25 9.90 1.42 .06 100.09 3.54 .42 64.97 43.06 22.10 48.03 11.19 9.93 2.56 237.92 13.28 10.01 15.83 45.24 29.69
+0.17 +0.10 +0.02 –0.09 +0.55 +0.25 +0.70 –0.65 +0.01 +1.99 –0.64 –2.15 –0.64 +0.01 +0.27 +2.26 –0.46 +1.75 –2.20 –0.02 +0.79 –0.11 +2.36 +0.32 –0.62 +1.53 +2.44 +0.71 –0.16 –0.10 +1.06 +5.97 –1.93 –1.45 +0.05 –0.05 +0.39 +0.51 +11.98 +0.01 –1.10 –41.09 +0.05 +1.19 –0.21 +2.80 +0.23 ... –3.91 –0.64 –0.01 ... –0.01 +4.58 +3.89 –0.11 +7.41 –0.81 +1.31 +0.15 –0.27 –0.11 –0.89 +2.01 –0.25 –0.17 +2.52 +0.61 +2.35 –0.65 +4.31 –8.59 –0.13 +0.03 –0.10 –0.15 –0.08 –0.19 ... +0.03 +0.04 +1.67 –0.21 –0.19 +0.22 –0.56 +0.64 –0.72 +2.23 +2.06 +0.32 +0.21 +1.82 +0.55 +1.03 –0.01 +0.85 –1.33 +0.15 +0.06 ... +0.19 –0.34 +1.28 –0.23 –0.09 +0.75 –1.17 –0.73 +0.89 –0.03 –0.03 –0.14 +1.29 +0.49 ... –0.19 +0.36 –1.31
.0155 .22 .53 ... .57 .125 .07 .18 .44 .37 .10 .66 ... ... .28 ... ... .20 ... ... .125 ... 1.10 ... .0432 ... .41 ... ... ... .23 ... .23 ... ... ... .0801 .30 .55 ... .2191 ... ... .21 .8075 .18 ... ... ... ... ... ... ... 1.65 .25 ... ... ... ... ... ... ... ... ... ... ... .28 .288 .99 ... 1.42 ... ... ... ... ... ... ... ... ... ... .2044 .105 ... ... ... .12 ... .45 .2441 .31 1.0938 .66 .8438 1.00 ... ... .595 ... ... ... ... ... .42 ... ... .685 .01 ... .638 ... ... ... ... .4338 ... ... .25 ...
52-Week High Low Name 57.55 54.87 121.45 225.00 131.98 58.50 12.03 13.90 9.80 27.01 100.69 43.99 16.85 21.99 51.49 139.30 245.82 27.57 29.18 80.99 78.60 52.15 5.37 38.20 38.40 281.16 27.00 92.49 16.45 7.95 11.32 41.46 46.64 211.62 57.93 8.15 26.97 36.88 16.66 4.21 57.70 42.57 13.91 9.72 10.23 10.00 13.95 12.75 4.94 14.45 56.20 29.15 38.00 52.49 50.51 86.73
39.80 39.09 75.12 167.66 102.50 32.00 9.14 4.12 3.80 18.25 69.02 10.17 10.67 14.02 16.00 109.08 170.36 17.54 16.61 45.58 47.72 33.30 1.51 18.47 20.70 220.90 5.23 62.16 13.83 6.09 8.06 19.29 12.40 137.43 43.74 4.25 16.40 2.93 3.20 0.37 24.63 28.33 10.14 3.93 9.71 9.58 9.80 9.62 0.74 8.37 24.33 13.38 23.10 33.41 31.56 68.05
St.Joe StandardMotor StandexInt StanleyBlackDck StanleyB&D Un Stantec StarGroup Starrett A Startek StarwoodProp StateStreet SteelPartners Steelcase Stellantis Stem Stepan Steris SterlingBancorp Stevanato StewartInfo StifelFinancial STMicroelec StoneMor Stoneridge Stride Stryker StudioCity SturmRuger SuburbanPropane SumitomoMits SummitHotelProp SummitMaterials SummitMidstream SunComms SunLifeFinancial SunCokeEnergy SuncorEnergy SunlandsTech SunlightFinl SunlightFinWt SunnovaEnergy Sunoco SunstoneHotelInv SuperiorIndsIntl SupernovaPtrsIII Supernova III A SupernovaPtrsII SupernovaPtrsII A SupernovaII Wt Suzano Sweetgreen Switch Sylvamo SynchronyFin SynovusFin Sysco
90.96 55.34 10.23 10.00 1.02 30.00 130.93 166.44 22.09 23.73 39.91 56.86 120.50 14.27 76.94 10.50 9.90 1.00 35.97 34.28 12.00 10.83 14.55 12.85 11.65 2.75 10.67 10.15 1.03 10.10 1.49 142.20 19.97 18.93 22.51 49.67 58.18 268.98 80.00 35.38 35.51 13.84 10.70 29.92 4.17 17.24 16.09 21.69 308.00 6.90 465.40 449.38 9.42 5.17 29.72 26.51 50.51 25.54 32.25 83.69
3.40 40.11 9.80 9.50 0.55 15.25 79.05 116.87 13.75 19.74 26.92 26.41 50.62 9.81 61.15 9.79 9.50 0.47 9.95 9.80 0.65 9.65 9.58 9.80 8.68 0.50 9.74 9.60 0.48 9.62 0.55 107.58 13.17 8.10 9.62 30.24 25.80 166.83 46.81 12.56 22.64 1.04 5.55 17.31 2.14 11.08 10.08 14.21 87.27 4.39 350.01 289.00 7.46 4.02 20.44 17.18 25.88 14.88 5.91 38.03
TAL Education TC Energy TCW Spac TCW Spac A TCW Spac Wt TDCX TD Synnex TE Connectivity Tegna Telus TelusIntl Ternium TFI Intl TIM TJX TLG Acqn One TLGAcqnOneA TLGAcqnOneWt TPGPaceBenFin TPGPaceBenA TPGPaceBenWt TPGPaceBenII TPG RE Fin TailwindAcqn TailwindAcqnA TailwindAcqnWt TailwindIntlAcqn TailwindIntlA TailwindIntlWt TailwindTwoA TailwindTwoWt TaiwanSemi TakedaPharm TalosEnergy Tanger Tapestry TargaResources Target TaroPharm TataMotors TaylorMorrison Team TechnipFMC TeckRscsB Teekay TeekayLNG un TeekayTankers TejonRanch TeladocHealth TelecomArgentina TeledyneTech Teleflex TelefonicaBras Telefonica TelekmIndonesia Telephone&Data TempurSealy Tenaris TencentMusic TenetHealthcare
Tick Div Sym Yld P/E Last Chg. Amt. JOE SMP SXI SWK SWT STN SGU SCX SRT STWD STT SPLP SCS STLA STEM SCL STE STL STVN STC SF STM STON SRI LRN SYK MSC RGR SPH SMFG INN SUM SMLP SUI SLF SXC SU STG SUNL SUNL.WT NOVA SUN SHO SUP STRE.UT STRE SNII.UT SNII SNII.WT SUZ SG SWCH SLVM SYF SNV SYY
.6 1.9 .9 1.7 4.8 .9 5.4 ... ... 7.9 2.4 ... 5.0 .0 ... 1.1 .7 1.1 ... 1.9 .8 .4 ... ... ... 1.0 ... 5.0 8.9 4.4 ... ... ... 1.6 3.1 3.6 5.3 ... ... ... ... 8.2 ... ... ... ... ... ... ... ... ... .7 ... 1.9 2.8 2.4
48 15 32 17 ... 39 6 5 dd 16 14 10 cc dd dd 19 87 14 48 7 12 25 dd 41 26 54 dd 8 8 7 dd 33 1 64 11 22 19 dd dd ... dd 8 dd dd ... dd ... cc ... 6 ... cc ... 7 10 59
51.36 52.45 110.12 186.73 108.64 55.74 10.57 9.66 5.10 24.38 93.24 40.97 11.62 18.76 19.40 123.42 245.17 25.88 22.39 80.14 70.64 49.19 2.34 19.75 33.11 270.69 5.95 67.72 14.66 6.77 9.86 40.01 22.24 209.50 55.16 6.58 24.70 4.93 4.44 .57 27.48 40.48 11.67 4.38 9.90 9.75 11.03 10.30 2.42 10.81 32.02 28.62 28.21 46.26 47.67 78.00
+1.27 +0.59 +2.85 +4.53 +2.06 +0.34 +0.08 +0.36 –0.09 –0.44 +0.21 –0.04 +0.44 –0.02 –0.39 +3.64 +4.10 +0.39 –0.94 +2.06 +1.48 +0.60 –0.21 +1.05 –0.51 +2.44 +0.37 +1.29 +0.48 –0.04 +0.09 +0.68 –0.36 +3.98 +0.52 –0.18 +0.19 –0.07 –0.04 –0.03 +0.68 +1.37 –0.01 +0.13 –0.01 ... –0.26 –0.05 +0.02 +0.19 +0.66 –0.08 +0.77 +0.10 +0.84 +1.35
.08 .25 .26 .79 1.3125 .131 .1425 ... ... .48 .57 ... .145 .3813 ... .335 .43 .07 ... .375 .15 .06 ... ... ... .695 ... .79 .325 .1752 ... ... ... .83 .524 .06 .3405 ... ... ... ... .8255 ... ... ... ... ... ... ... ... ... .0525 ... .22 .33 .47
... 5.9 ... ... ... ... .7 1.2 2.0 4.4 ... 6.8 1.0 2.5 1.4 ... ... ... ... ... ... ... 7.9 ... ... ... ... ... ... ... ... 1.3 5.2 ... 3.8 2.5 .8 1.6 ... ... ... ... ... ... ... 6.8 ... ... ... 24.4 ... .4 5.9 3.9 4.3 3.4 .8 .0 ... ...
dd 31 ... 32 ... 40 12 24 7 31 cc 2 20 10 35 ... 31 ... ... dd ... ... 29 ... dd ... ... 32 ... dd ... 31 10 dd dd 14 44 17 cc dd 9 dd 20 21 71 7 dd cc dd dd 44 36 16 2 18 20 16 15 20 8
3.94 46.21 9.81 9.70 .63 18.99 113.82 160.59 18.66 23.38 33.15 42.92 110.44 11.61 75.53 9.90 9.69 .54 10.00 9.82 .80 9.79 12.22 10.09 9.84 .55 9.90 9.75 .59 9.89 .87 120.42 13.58 10.07 19.35 40.81 51.50 231.91 49.94 31.33 34.63 1.10 5.84 28.43 3.09 16.94 10.69 19.03 94.35 5.09 435.34 330.89 8.64 4.28 29.49 20.37 46.99 20.72 6.85 81.91
–0.14 –0.89 –0.09 –0.05 –0.02 +1.68 +0.62 +2.14 –0.19 +0.15 +0.81 +0.31 +1.71 +0.34 +1.78 ... –0.05 +0.01 –0.05 –0.07 –0.15 –0.01 –0.52 +0.10 +0.04 ... –0.01 +0.03 +0.01 ... –0.05 –0.26 –0.19 +0.25 +0.12 –0.45 +0.69 +10.90 –1.04 +0.12 +1.04 –0.08 –0.20 +0.14 –0.13 +0.01 –0.71 +0.54 –0.74 –0.06 +6.61 +3.51 –0.12 –0.07 +0.65 –0.26 +0.69 +0.04 +0.35 +2.65
... .6908 ... ... ... ... .20 .50 .095 .26 ... .80 .27 .2035 .26 ... ... ... ... ... ... ... .07 ... ... ... ... ... ... ... ... .3911 .3921 ... .1825 .25 .10 .90 ... ... ... ... ... ... ... .2875 ... ... ... .4025 ... .34 .0636 .2355 .2153 .175 .09 .26 ... ...
T TAL TRP TSPQ.UT TSPQ TSPQ.WT TDCX SNX TEL TGNA TU TIXT TX TFII TIMB TJX TLGA.UT TLGA TLGA.WT TPGY.UT TPGY TPGY.WT YTPG TRTX TWND.UT TWND TWND.WT TWNI.UT TWNI TWNI.WT TWNT TWNT.WT TSM TAK TALO SKT TPR TRGP TGT TARO TTM TMHC TISI FTI TECK TK TGP TNK TRC TDOC TEO TDY TFX VIV TEF TLK TDS TPX TS TME THC
52-Week High Low Name 87.40 22.75 59.58 55.60 55.00 85.74 4.49 13.30 1773.95 41.24 78.19 668.94 22.61 123.60 152.20 56.50 208.95 15.92 2.62 2.00 11.36 12.88 2.80 17.80 92.39 17.73 11.82 69.93 75.61 57.26 284.07 118.13 77.20 33.19 11.07 10.15 1.33 52.57 15.33 188.95 32.59 10.01 207.06 11.80 42.92 688.03 5.13 6.09 125.35 68.26 163.29 11.99 2.98 9.38 18.39 55.50 4.83 11.49 10.75 140.98 28.29 15.12 10.20 9.88 0.75 109.40 33.77 76.49 36.33 19.25 10.10 9.89 0.60 63.88 24.53 26.33 32.91 65.42 12.29 20.11 38.59 6.10 61.08 21.89 20.24 27.65 457.30 10.21 10.20 1.60 80.75 10.03 8.15 557.55 86.96
66.73 9.51 21.96 33.96 36.30 53.98 0.85 7.78 710.50 17.40 44.36 433.52 14.56 78.04 92.20 10.28 163.38 8.48 0.45 0.33 9.71 9.80 0.55 8.08 62.96 4.66 4.68 30.69 41.22 28.31 178.03 92.62 56.02 9.48 9.77 9.66 0.91 40.33 6.57 139.29 11.39 9.89 137.98 7.51 18.61 517.37 2.25 4.05 83.12 42.79 133.12 9.72 1.05 6.26 10.59 33.90 0.52 10.10 9.68 81.71 16.59 5.49 10.00 9.72 0.51 69.43 24.70 44.20 20.95 12.74 9.87 9.69 0.48 44.76 10.53 13.85 18.26 46.71 6.75 7.50 13.28 2.85 35.06 9.75 11.91 4.88 235.00 9.77 9.62 0.55 41.01 9.66 5.43 372.80 62.51
Tennant Tenneco Teradata Terex Terminix TerrenoRealty TetraTech TevaPharm TexasPacLand Textainer Textron ThermoFisherSci Thermon ThomsonReuters ThorIndustries 3D Systems 3M Tidewater TidewaterWtA TidewaterWtB TigaAcqnA TigaAcquisitionUn TigaAcqnWt Tilly's Timken TimkenSteel TItanIntl Toast Toll Bros TootsieRoll TopBuild Toro TorontoDomBk Torrid TortoiseEcofinIII TortoiseEcoIII A TortoiseEcoIII Wt TotalEnergies TownsquareMedia ToyotaMotor Traeger TrajectoryAlpha TraneTech Transalta TrancntlRlty TransDigm Transocean TransportadGas TransUnion Travel+Leisure Travelers TrebiaAcquisition TrebiaAcqnWt TrecoraResources Tredegar TreeHouseFoods TrepontAcqnI Wt TrepontAcqnI TrepontAcqnI A Trex TriPointe TriconRes TrineIIAcqn TrineIIAcqnA TrineIIAcqnWt TriNet TrinityIndustries Trinseo Triple-S Mgmt TriplePtVent TristarAcqnI TristarAcqnI TristarAcqnIWt TritonIntl TriumphGroup Tronox TrueBlue TruistFinl TsakosEnergy TufinSoftware Tupperware TurkcellIletism TurningPoint TurquoiseHill TutorPerini Tuya Twilio TwinRidgeCap TwinRidgeCapA TwinRidgeCapWt Twitter twoA TwoHarbors TylerTech TysonFoods
18.67 60.19 48.55 110.00 27.01 59.32 17.83 39.96 8.27 42.10 11.74 10.94 2.50 143.67 15.38 12.33 13.83 4.61 64.05 401.81 90.00
13.99 36.73 34.37 96.65 14.32 38.02 12.50 28.53 3.27 30.02 9.81 9.60 0.70 84.43 6.98 4.60 5.41 0.57 34.88 236.11 39.30
UBS Group UDR UGI UGI Un UMH Prop Unitil USA Compression US Cellular USD Partners US Foods USHG Acqn USHG Acqn A USHG Acqn Wt US PhysTherapy US Silica US Xpress UWM UWM Wt Uber Ubiquiti UiPath
Tick Div Sym Yld P/E Last Chg. Amt. TNC TEN TDC TEX TMX TRNO TTI TEVA TPL TGH TXT TMO THR TRI THO DDD MMM TDW TDW.WTA TDW.WTB TINV TINV.UT TINV.WT TLYS TKR TMST TWI TOST TOL TR BLD TTC TD CURV TRTL.UT TRTL TRTL.WT TTE TSQ TM COOK TCOA.UT TT TAC TCI TDG RIG TGS TRU TNL TRV TREB TREB.WT TREC TG THS TACA.WT TACA.UT TACA TREX TPH TCN TRAQ.UT TRAQ TRAQ.WT TNET TRN TSE GTS TPVG TRIS.UT TRIS TRIS.WT TRTN TGI TROX TBI TFC TNP TUFN TUP TKC TPB TRQ TPC TUYA TWLO TRCA.UT TRCA TRCA.WT TWTR TWOA TWO TYL TSN
1.2 ... ... 1.1 ... 1.6 ... ... .9 2.8 .1 .2 ... 1.4 1.6 ... 3.3 ... ... ... ... ... ... .0 1.7 ... ... ... .9 1.0 ... 1.2 3.4 ... ... ... ... ... ... 2.2 ... ... 1.2 1.5 ... ... ... ... .3 2.6 2.2 ... ... ... 4.1 ... ... ... ... ... ... 1.5 ... ... ... ... 3.1 2.4 ... 8.1 ... ... ... 4.4 ... 1.7 ... 3.3 2.8 ... ... ... .6 ... ... ... ... ... ... ... ... ... 11.7 ... 2.1
26 4 41 18 50 87 dd 12 41 7 23 31 84 9 7 9 17 dd ... ... cc ... ... 8 15 9 cc dd 11 41 29 26 12 ... ... ... ... 12 12 9 dd ... 36 dd 21 61 dd 8 49 23 11 dd ... dd 11 69 ... ... ... 68 8 6 ... ... ... 22 dd 5 10 8 ... ... ... 10 dd 15 20 14 dd dd 83 5 14 6 6 dd dd ... ... ... dd ... 6 cc 10
80.89 11.28 43.24 43.93 44.98 85.11 2.76 7.90 1245.98 35.57 77.17 665.45 16.96 118.63 104.28 21.76 177.64 10.62 .52 .36 10.13 10.47 .70 16.18 69.61 16.46 11.02 36.76 71.78 36.46 273.19 99.45 76.30 9.90 10.00 9.68 .91 49.97 12.51 184.08 12.12 9.92 200.82 10.90 40.21 634.41 2.84 4.44 119.16 54.77 156.81 9.97 1.27 8.08 11.79 39.97 .58 10.30 9.98 132.88 27.65 15.01 10.09 9.85 .53 95.64 29.52 52.43 35.65 17.74 10.10 9.76 .55 59.72 18.27 23.72 27.62 58.50 7.19 10.47 15.22 3.69 37.20 16.32 12.30 6.09 265.35 9.88 9.69 .60 44.46 9.71 5.83 538.12 86.32
+0.53 +0.02 –0.87 +0.39 +0.63 +3.77 –0.04 –0.56 +6.41 +0.22 +1.26 +14.75 –0.13 +1.77 +3.41 –0.26 +2.67 –0.11 –0.08 +0.01 +0.01 –0.06 ... +0.84 +2.24 +0.24 +1.62 –2.87 +1.30 –0.90 –2.55 +0.13 +1.17 –0.24 +0.07 –0.02 –0.08 –1.11 –0.45 +0.30 –0.52 –0.02 +3.52 –0.20 +2.00 +6.41 –0.21 –0.07 +1.58 +0.88 +2.16 +0.05 +0.05 –0.03 +0.01 +0.44 –0.03 +0.06 ... +0.07 +0.71 +0.08 +0.06 ... ... +1.07 +0.03 –1.25 +0.05 +0.22 +0.10 +0.03 +0.03 +0.71 –0.80 +0.41 –0.03 +0.73 –0.35 +0.30 ... –0.21 +0.57 –0.36 –0.13 –0.31 –1.82 +0.02 –0.01 +0.01 +0.30 ... –0.23 +15.01 +1.10
.25 ... ... .12 ... .34 ... ... 2.75 .25 .02 .26 ... .405 .43 ... 1.48 ... ... ... ... ... ... 1.00 .30 ... ... ... .17 .09 ... .30 .6958 ... ... ... ... ... ... 1.7622 ... ... .59 .039 ... ... ... ... .095 .35 .88 ... ... ... .12 ... ... ... ... ... ... .058 ... ... ... ... .23 .32 ... .36 ... ... ... .65 ... .10 ... .48 .10 ... ... ... .055 ... ... ... ... ... ... ... ... ... .17 ... .46
2.0 2.4 3.0 7.2 2.8 3.3 12.4 ... 9.0 ... ... ... ... 1.6 ... ... 6.6 ... ... .8 ...
8 cc 7 15 42 20 dd 21 6 cc ... 89 ... 41 dd 13 11 ... dd 33 dd
17.92 59.88 45.90 104.49 26.79 46.47 16.97 31.67 5.25 34.73 10.92 10.41 1.60 98.02 9.34 5.90 6.03 .62 42.66 310.29 44.42
+0.10 +1.20 +0.40 +1.49 +1.43 +1.42 +1.47 –0.41 +0.17 +0.15 ... +0.05 –0.20 +2.28 –0.29 +0.79 –0.35 –0.09 –1.25 –1.46 +0.02
.37 .3625 .345 1.8125 .19 .38 .525 ... .1185 ... ... ... ... .38 ... ... .10 ... ... .60 ...
U UBS UDR UGI UGIC UMH UTL USAC USM USDP USFD HUGS.UT HUGS HUGS.WT USPH SLCA USX UWMC UWMC.WT UBER UI PATH
52-Week High Low Name 4.70 27.28 23.00 30.94 258.86 61.81 251.77 28.60 12.68 57.89 220.24 414.99 63.01 30.57 509.23 210.00 29.77 60.95 75.61 165.00 17.47 9.13 31.98 11.64 2.00 20.33 19.97 21.66 107.85 15.98 30.09
2.18 17.05 14.62 17.41 189.84 50.60 193.14 17.76 7.85 15.62 154.76 224.52 42.47 16.13 320.35 76.00 18.29 44.93 55.01 116.23 12.62 5.34 21.87 1.61 0.20 12.43 11.50 13.46 76.62 7.60 13.72
UltraparPart UnderArmour A UnderArmour C Unifi Unifirst Unilever UnionPacific Unisys UnitedMicro UnitedNatFoods UPS B UnitedRentals US Bancorp US Steel UnitedHealth UnitySoftware Univar Universal UniversalHealth UniversalHealthB UnivInsurance UnvlTechInst UnumGroup UpHealth UpHealthWt UrbanEdgeProp UrstadtBiddle UrstadtProp A UsanaHealth UserTesting UtzBrands
90.79 15.57 33.35 28.80 5.38 10.67 10.10 2.12 33.36 4.31 376.24 39.14 4.10 23.18 12.19 1.33 84.95 34.60 265.09 37.51 38.46 17.25 60.32 343.96 13.18 4.18 14.00 5.85 61.09 40.46 19.90 158.99 59.85 13.93 27.29 18.44 1.85 28.80 52.73 15.79 2.95 76.00 13.51 46.00 62.80 10.62 10.55 1.55 8.24 252.67 26.50 39.71 7.00 48.75 24.20 0.84 25.10 172.00 69.27 18.33 6.16 37.08 50.91 70.98 210.25 13.72 12.74 5.05
65.34 5.51 24.51 17.25 2.15 9.85 9.66 0.67 10.11 1.75 261.41 20.25 1.50 11.16 6.12 0.36 54.78 15.00 170.53 22.51 16.64 10.94 40.67 235.74 7.08 0.95 6.04 2.32 45.40 19.28 11.74 17.79 49.69 4.33 11.25 6.76 0.56 17.88 33.93 9.50 0.20 39.79 5.57 7.48 12.86 9.54 9.64 0.78 2.58 190.10 19.00 29.22 2.42 23.26 15.47 0.10 7.80 108.80 31.93 6.63 1.16 28.55 35.02 54.46 143.10 9.96 9.67 1.01
VF ViaOptronics VICI Prop Vizio VOC Energy VPCImpactIII VPC Impact III A VPC Impact III Wt VTEX VaalcoEnergy VailResorts Valaris ValarisWt Vale ValensSemicon ValensSemiconWt ValeroEnergy Valhi ValmontInds Valvoline Vapotherm VectorGroup Vectrus VeevaSystems Velo3D Velo3DWt VelocityFinl VenatorMaterials Ventas Veoneer VerisResidential Veritiv Verizon VermilionEnergy Verso VerticalAerospace VerticalAeroWt Vertiv Viad VicariousSurgical VicariousSurgicWt Victoria'sSecret VinceHolding Vipshop VirginGalactic VirginGroupII VirginGrpII A VirginGrpII Wt VirnetX Visa Vishay VishayPrecision VistaOil&Gas VistaOutdoor Vistra VistraWt VivintSmartHome VMware VoceraComm Volta VoltaWt Vontier VornadoRealty VoyaFinancial VulcanMatls VyGlblGrowth VyGlblGrowthA VyGlblGrowthWt
5.14 99.86 234.64 91.03 83.19 76.59 20.55 97.71 156.77 27.50 6.40 152.57 1.53
2.15 80.55 123.01 66.20 65.75 51.86 13.04 71.05 81.52 7.28 0.80 126.28 0.85
W&T Offshore WEC Energy WEX WNS W.P.Carey WPP WabashNational Wabtec Walker&Dunlop Wallbox WallboxWt Walmart WarburgPinI-A Wt
Tick Div Sym Yld P/E Last Chg. Amt. UGP UAA UA UFI UNF UL UNP UIS UMC UNFI UPS URI USB X UNH U UNVR UVV UHT UHS UVE UTI UNM UPH UPH.WT UE UBP UBA USNA USER UTZ
4.0 ... ... ... .6 3.4 1.9 ... 1.9 ... 1.9 ... 3.3 .9 1.1 ... ... 5.7 4.7 .6 3.8 ... 4.9 ... ... 3.2 4.6 4.5 ... ... 1.4
17 22 19 13 26 22 27 dd 16 13 29 20 11 2 31 dd 18 14 36 11 10 53 6 dd ... 28 19 21 15 dd 82
2.60 21.04 17.99 22.89 209.39 53.58 249.54 20.77 11.64 50.23 213.90 329.89 56.15 23.23 504.43 145.92 28.10 54.61 59.50 130.75 16.82 7.86 24.66 2.37 .31 18.86 18.74 21.20 101.24 8.54 15.92
+0.08 +0.42 +0.44 +0.11 +6.16 +0.76 +3.90 +0.33 +0.06 +1.04 +1.71 –1.84 –0.16 +0.08 +9.05 +0.35 +0.70 +0.77 +0.56 +2.62 –0.01 +0.14 +0.19 –0.11 –0.02 +0.51 –0.66 +0.39 +0.72 +0.38 –0.46
... ... ... ... .30 .4975 1.18 ... .2854 ... 1.02 ... .46 .05 1.45 ... ... .78 .705 .20 .13 ... .30 ... ... .15 .2145 .2375 ... ... .054
2.7 ... 4.8 ... 11.0 ... ... ... ... ... 1.1 ... ... 8.1 ... ... 5.3 1.1 .8 1.3 ... 7.1 ... ... ... ... ... ... 3.5 ... ... ... 4.9 ... 1.5 ... ... .0 ... ... ... ... ... ... ... ... ... ... ... .7 1.8 ... ... ... 2.7 ... ... ... ... ... ... .3 5.0 1.2 .7 ... ... ...
24 dd 16 cc 12 ... ... ... dd 4 97 dd ... 4 dd ... dd 8 26 16 dd 8 10 98 dd ... 14 dd 98 dd dd 16 10 3 dd dd ... 64 dd dd ... 7 dd 7 dd ... ... ... dd 40 11 35 cc 7 dd ... dd 24 dd dd ... 12 dd 4 43 ... 50 ...
73.19 7.40 29.94 19.36 4.63 9.99 9.74 1.07 10.91 3.28 329.31 35.76 3.16 14.08 7.55 .55 74.28 28.00 248.85 37.06 21.00 11.30 46.18 260.01 7.87 1.66 13.51 2.46 51.36 35.60 18.55 120.45 52.25 12.56 26.97 7.04 .82 25.18 42.79 10.74 2.00 55.46 7.74 8.43 13.83 10.00 9.84 .83 2.69 217.87 21.79 37.25 5.24 45.30 22.39 .16 9.81 117.26 64.00 7.24 1.87 30.89 42.43 66.53 206.83 10.07 9.82 1.15
+3.74 +0.45 +1.04 +0.38 ... –0.24 –0.22 –0.12 –0.77 +0.03 –2.92 –0.49 +0.17 +0.17 –0.36 –0.05 +2.55 +0.56 +4.06 +1.28 –1.19 –5.52 +0.36 –0.60 +0.25 –0.09 +0.19 +0.02 +2.16 +0.14 +0.07 +2.47 –0.43 –0.23 +0.17 –3.01 –0.25 +0.32 +0.32 –0.43 –0.10 +6.35 –0.76 –0.03 –0.70 ... –0.03 –0.02 –0.19 +1.25 +0.64 +0.79 +0.14 +4.15 +0.36 –0.01 –0.45 +0.37 –1.52 –0.34 –0.09 +0.53 +0.94 –1.04 +0.47 –0.03 ... –0.05
.50 ... .36 ... .20 ... ... ... ... ... .88 ... ... .4376 ... ... .98 .08 .50 .125 ... .20 ... ... ... ... ... ... .45 ... ... ... .64 ... .10 ... ... .01 ... ... ... ... ... ... ... ... ... ... ... .375 .10 ... ... ... .15 ... ... ... ... ... ... .025 .53 .20 .37 ... ... ...
... 3.0 ... ... 5.1 2.4 1.6 .5 1.3 ... ... 1.5 ...
dd 23 dd 39 33 dd 32 38 18 ... ... 50 ...
3.25 97.12 141.44 88.24 81.99 75.70 19.60 91.81 149.59 16.67 5.45 143.17 .99
–0.06 +2.47 +3.82 +2.01 +1.16 +1.17 –0.06 +1.96 +0.17 +0.92 +1.16 +3.68 –0.01
... .7275 ... ... 1.055 .8714 .08 .12 .50 ... ... .55 ...
V VFC VIAO VICI VZIO VOC VPCC.UT VPCC VPCC.WT VTEX EGY MTN VAL VAL.WT VALE VLN VLN.WT VLO VHI VMI VVV VAPO VGR VEC VEEV VLD VLD.WT VEL VNTR VTR VNE VRE VRTV VZ VET VRS EVTL EVTL.WT VRT VVI RBOT RBOT.WT VSCO VNCE VIPS SPCE VGII.UT VGII VGII.WT VHC V VSH VPG VIST VSTO VST VST.WTA VVNT VMW VCRA VLTA VLTA.WT VNT VNO VOYA VMC VYGG.UT VYGG VYGG.WT
W WTI WEC WEX WNS WPC WPP WNC WAB WD WBX WBX.WT WMT WPCA.WT
52-Week High Low Name
Tick Div Sym Yld P/E Last Chg. Amt.
2.02 11.00 11.19 10.02 60.30 28.40 10.20 10.00 1.04 27.05 138.82 168.04 11.77 428.22 318.98 311.36 212.00 0.95 10.00 369.00 22.40 20.44 63.81 2.75 67.79 25.19 52.57 89.80 140.92 97.59 475.35 124.88 4.19 23.79 26.61 106.47 27.57 20.82 62.03 27.01 14.97 4.21 41.68 49.10 15.00 3.14 257.68 1267.52 10.43 71.61 23.93 66.04 65.63 29.89 10.71 10.04 0.79 223.32 87.53 9.96 142.33 44.74 34.40 173.24 37.68 10.12 10.14 0.87 70.72 75.45 90.90
0.85 9.68 9.84 9.63 42.03 15.07 9.71 9.55 0.45 20.74 97.02 109.11 1.19 243.03 224.25 226.51 113.44 0.60 9.82 183.74 13.21 11.05 41.07 0.72 46.50 12.40 29.40 59.38 70.49 58.99 253.86 57.98 2.00 13.41 15.69 74.42 21.38 14.09 40.04 11.36 7.20 0.97 30.87 34.85 4.03 0.71 171.33 978.51 7.56 19.75 9.92 44.85 45.73 19.85 9.92 9.80 0.45 98.75 59.63 5.62 75.06 26.42 23.61 80.00 24.29 9.76 9.93 0.49 45.87 47.79 56.70
WarburgPinI-B Wt WarburgPincusI-A WarburgPincusI-B WarburgPincusI-B A WarbyParker WarriorMetCoal WarriorTech WarriorTechA WarriorTechWt WashingtonREIT WasteConnections WasteMgt Waterdrop Waters Watsco Watsco B WattsWater WaverleyCap1 Wt WaverleyCap1 Wayfair WeaveComms Weber WebsterFin Weidai WeisMarkets Welbilt WellsFargo Welltower WescoIntl WestFraserTimber WestPharmSvcs WestAllianceBcp WesternAssetMort WesternMidstrm WesternUnion WestlakeChem WestlakeChemPtrs WestpacBanking WestRock Westwood WeWork WeWorkWt Weyerhaeuser WheatonPrecMet WheelsUp WheelsUpWt Whirlpool WhiteMtnIns WhitestoneREIT WhitingPetrol WideOpenWest Wiley A Wiley B Williams WilliamsRowland WilliamsRowland WilliamsRowlandWt Williams-Sonoma Winnebago Wipro Wolfspeed WolverineWwide WooriFin Workiva WorldFuelSvcs WorldQuantumA WorldQuantumGwthUn WorldQuantumWt WW Ent WorthingtonInds WyndhamHtls
17.88 24.80 90.78 21.40 4.12 60.04 24.73 138.78 108.82 5.86 41.35 6.16 25.47 43.86 20.23 6.80 42.17 139.85 69.67 62.20 38.96 166.60 20.25 11.14 17.50 164.16 13.85 180.36 32.90 249.27 23.25 38.32 59.03
1.90 3.07 63.29 14.15 0.54 22.73 9.87 94.63 60.75 3.25 5.64 3.70 1.79 29.22 8.89 2.43 7.02 101.18 46.91 11.34 25.23 90.51 4.26 5.27 6.51 5.02 4.80 116.60 19.32 141.41 12.79 17.96 14.90
XFinancial XL Fleet XPO Logistics XeniaHotels XinyuanRealEst XPeng XponentialFit Xylem Yeti YPF Yalla YamanaGold YatsenHolding Yelp Yext YirenDigital Youdao YumBrands YumChina ZimIntShipping ZTO Express Zendesk ZeppHealth ZetaGlobal ZeviaPBC ZhangmenEducation Zhihu ZimmerBiomet ZipRecruiter Zoetis Zuora ZurnWaterSolns Zymeworks
13.57 13.00 13.05 58.69 22.79 44.32 22.10 15.55 29.78
7.84 7.88 8.00 32.24 12.60 23.47 8.84 7.53 16.86
EmpireStateReal250 EmpireStateReal60 EmpireStateRealES US Oil Fund USBrentOilFd USGasolineFd US NatGas US12mthNtlGas US12moOilFd
WPCB.WT WPCA WPCB.UT WPCB WRBY HCC WARR.UT WARR WARR.WT WRE WCN WM WDH WAT WSO WSO.B WTS WAVC.WT WAVC.UT W WEAV WEBR WBS WEI WMK WBT WFC WELL WCC WFG WST WAL WMC WES WU WLK WLKP WBK WRK WHG WE WE.WT WY WPM UP UP.WT WHR WTM WSR WLL WOW JW.A JW.B WMB WRAC.UT WRAC WRAC.WT WSM WGO WIT WOLF WWW WF WK INT WQGA WQGA.UT WQGA.WT WWE WOR WH
... ... ... ... ... .8 ... ... ... 2.6 .7 1.4 ... ... 2.5 2.5 .5 ... ... ... ... 1.2 2.8 ... 1.9 ... 1.7 2.8 ... .8 .2 1.3 11.2 6.1 5.2 1.2 7.3 5.5 2.3 3.6 ... ... 1.7 1.3 ... ... 2.4 .1 4.3 ... ... 2.4 2.5 6.3 ... ... ... 1.7 1.0 .1 ... 1.4 3.4 ... 1.8 ... ... ... 1.0 2.1 1.4
... cc ... cc dd dd ... ... ... cc 61 40 dd 33 32 31 42 ... ... cc dd ... 15 ... 17 44 11 cc 26 3 58 13 dd 10 9 8 13 15 14 14 dd ... 12 31 dd ... 7 20 42 19 3 24 24 31 ... ... ... 13 8 33 dd dd 4 dd 31 ... ... ... 32 7 44
1.00 9.79 9.84 9.75 47.65 25.44 10.01 9.83 .50 25.78 135.59 165.73 1.40 372.01 308.93 306.82 193.00 .73 9.95 192.81 14.91 12.84 56.15 .81 66.85 23.77 48.10 85.90 129.92 95.48 471.34 107.79 2.15 21.33 18.03 97.25 25.91 15.53 44.22 16.74 8.61 2.02 40.97 42.78 4.43 .80 232.58 1012.34 10.09 64.85 21.50 56.84 55.83 25.92 10.10 9.89 .51 169.39 75.05 9.76 110.63 29.40 32.19 132.18 26.52 9.82 10.05 .58 48.98 53.95 88.34
... +0.02 –0.12 +0.01 +0.16 –0.09 –0.04 –0.01 ... +0.38 +3.40 +3.79 +0.04 +10.30 +6.02 +6.54 +4.27 +0.05 +0.08 –11.56 –0.46 +0.84 +0.87 +0.01 +2.08 +0.01 –0.26 +3.11 +2.76 +4.78 +11.50 +2.08 –0.09 +0.51 +0.23 +2.98 +1.05 +0.15 +1.22 –0.07 +0.57 +0.24 +2.33 +0.47 –0.18 –0.08 +5.31 –0.02 +0.21 +0.87 +0.22 +1.41 +0.20 +0.07 –0.01 +0.01 –0.02 +0.43 +3.90 +0.31 –0.32 +0.59 –1.71 –1.25 –0.07 ... –0.01 +0.01 +0.62 +1.30 +0.03
... ... ... ... ... .05 ... ... ... .17 .23 .575 ... ... 1.95 1.95 .26 ... ... ... ... .04 .40 ... .32 ... .20 .61 ... .20 .18 .35 .06 .323 .235 .2975 .4714 .4267 .25 .15 ... ... .17 .15 ... ... 1.40 1.00 .0358 ... ... .345 .345 .41 ... ... ... .71 .18 .0122 ... .10 .3675 ... .12 ... ... ... .12 .28 .32
... ... ... ... ... ... ... .9 ... ... ... 2.9 ... ... ... ... ... 1.4 1.0 17.2 .0 ... ... ... ... ... ... .7 ... .5 ... .3 ...
50 dd 27 dd ... dd ... 47 36 5 17 29 dd 75 dd 10 dd 27 32 2 35 dd 10 dd dd dd dd 33 96 59 dd 35 dd
3.12 3.55 76.40 18.08 .58 48.90 20.31 119.10 82.38 3.91 7.08 4.20 2.03 36.48 10.15 2.81 11.63 138.39 49.28 58.01 27.97 106.18 5.05 8.22 7.01 5.16 5.68 128.27 25.36 245.16 19.03 36.24 16.18
–0.24 –0.26 +1.08 –0.04 –0.07 +2.81 –0.26 +1.60 –1.06 –0.01 +0.78 +0.07 +0.14 –0.65 –0.44 +0.06 +0.17 +3.05 +1.04 +4.35 +0.57 +2.83 –0.13 –0.18 –0.26 –0.89 +0.40 +1.28 +0.65 +2.65 –0.28 +0.17 –0.39
... ... ... ... ... ... ... .28 ... ... ... .03 ... ... ... ... ... .50 .12 2.50 .24 ... ... ... ... ... ... .24 ... .325 ... .03 ...
8.58 9.05 8.36 55.10 21.20 41.97 11.92 11.39 28.28
+0.57 .035 +0.25 .035 –0.64 .035 +1.97 ... +0.63 ... +1.16 ... –0.18 ... –0.15 ... +1.03 ...
XYZ XYF XL XPO XHR XIN XPEV XPOF XYL YETI YPF YALA AUY YSG YELP YEXT YRD DAO YUM YUMC ZIM ZTO ZEN ZEPP ZETA ZVIA ZME ZH ZBH ZIP ZTS ZUO ZWS ZYME
NYSE ARCA FISK OGCP ESBA USO BNO UGA UNG UNL USL
1.6 1.5 1.7 ... ... ... ... ... ...
... ... ... ... ... ... ... ... ...
44
BARRON’S
January 3, 2022
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52-Week High Low Name
83.79 55.85 43.23 12.61 144.81 37.77 3.11 25.50 18.84 2.78 10.15 91.52 83.63 67.10 80.93 60.23 413.89 31.14 24.66 895.93 25.37 9.43 19.75 22.91 52.65 18.24 20.07 15.84 24.69 55.22 387.40 31.53 21.20 9.09 51.08 68.65 59.93 11.40 9.80 0.37 0.48 6.02 2.94 0.49 11.28 18.95 30.38 8.66 104.53 26.98 34.35 31.83 78.82 7.34 71.25 129.01 17.80 699.54 24.76 8.41 125.55 164.46 13.92 3.60 14.79 8.79 27.44 21.30 29.43 143.72 10.62 10.07 0.54 11.24 10.01 11.74 176.65 28.23 64.09 62.16 114.97 2.89 10.02 43.05 32.43 219.94 18.26 124.91 5.14 34.87 22.88 28.96 22.39 108.67 43.32 13.65 4.13 38.58 737.45 28.59 37.51 12.25 49.32 33.00 157.98 18.20 32.44 45.91 271.29 38.28 2.78 12.90 62.35 44.70 39.12 21.04 48.31 19.01 212.00 63.29 10.35 30.89 3019.33 3037.00 19.36 15.14 82.96 10.20 10.78 0.95
59.22 15.68 28.39 4.68 60.84 16.15 1.01 18.91 14.42 0.96 10.01 20.31 32.96 50.56 25.34 26.10 292.79 14.03 14.39 483.45 6.96 2.14 1.00 6.60 37.51 4.79 3.17 6.53 17.14 12.20 261.27 7.60 8.36 3.78 19.87 48.62 21.76 10.05 9.69 0.30 0.35 3.46 0.46 0.27 10.02 4.12 5.65 2.25 56.40 6.20 2.98 7.00 5.57 3.37 24.01 73.06 6.25 420.78 14.37 4.60 81.71 72.50 6.94 1.48 1.69 3.47 2.47 7.04 8.83 53.50 10.02 9.95 0.40 1.95 9.99 4.78 46.50 12.62 35.80 29.21 14.74 1.64 9.95 19.55 21.42 129.71 9.83 92.64 2.20 17.66 7.46 11.12 1.23 73.61 14.38 8.73 0.42 28.54 494.45 11.95 11.11 3.94 17.32 18.02 8.44 8.58 12.56 32.45 163.60 22.05 0.58 4.41 45.99 27.47 12.90 10.26 12.76 13.05 124.00 23.35 10.06 16.28 1696.10 1699.00 10.31 7.87 54.64 10.02 3.85 0.50
AAON AcadiaPharm ACI Worldwide AC Immune ACM Research ACV Auctions ADMA Biologics AFC Gamma AGNC Invt ALJ Regional ALSPOrchidAcqnIUn AlxOncology AMC Networks Amerisafe A-MarkPrecMet ANI Pham Ansys APA ARKRestaurants ASML AST Space AST Space Wt ATA Creativity ATAI Life ATN Intl AveoPharma AVROBIO AXT Abcam AbCelleraBio Abiomed Absci AbsoluteSftwr AcaciaResearch AcademySports AcadiaHealthcare Accolade AccretionAcqn AccretionAcqn AccretionAcqnRt AccretionAcqnWt Accuray AcelRxPharm AchariVenturesIWt AchariVenturesI AchillesTherap AclarisTherap AcordaTherap ActivisionBliz AcumenPharm AcutusMedical Adagene AdagioTherap AdaptimmuneTher AdaptiveBiotech AddusHomeCare AdicetBio Adobe Adtran AdvEmissions AdvEnergyInds AdvMicroDevices AdvantageSolns AdvantageSolnsWt AdverumBiotech AegleaBioTherap Aemetis AeriePharm AerovateTherap AeroVironment AestherHlthcr AestherHlthcrA AestherHlthcrWt AestheticMed AetheriumAcqn Affimed AffirmHldgs Afya Agilysys AgiosPharm Agora AgroFresh AhrenAcqn AirT AirTransport Airbnb AirSculptTech AkamaiTech AkebiaTherap AkeroTherap Akouos Akoya AksoHealth Alarm.com Alector AlgomaSteel AlgomaSteelWt Alico AlignTech AlignmentHlthcr AligosTherap AlimeraSciences AlkamiTech Alkermes Allakos AllarityTherap Allbirds AllegianceBcshs AllegiantTravel AllegroMicro AllenaPharm AllianceResource AlliantEnergy AlliedMotionTech AllogeneTherap Allot AlloVir AllscriptsHlthcr AlnylamPharm Alpha&Omega AlphaStarAcqn AlphaTeknova Alphabet A Alphabet C Alphatec AlpineImmune AltairEngg AltEnergyAcqn AltEnergyA AltEnergyWt
Tick Div Sym Yld P/E Last Chg. Amt.
52-Week High Low Name
A
24.61 14.58 68.07 91.00 20.22 9.25 3773.08 227.59 82.38 325.12 36.72 769.90 7.11 26.09 91.49 52.00 54.09 10.69 40.34 195.89 36.62 39.19 33.27 31.78 108.81 177.45 59.85 5.34 276.69 24.84 29.50 23.81 15.44 15.78 23.42 191.95 37.89 31.50 39.71 19.17 32.00 26.30 48.37 38.01 12.09 10.15 9.78 0.58 73.00 49.58 10.39 15.27 185.44 42.90 18.58 260.00 182.13 9.67 163.02 78.22 13.95 29.80 116.09 8.46 40.00 4.73 4.94 10.10 17.50 7.00 9.95 0.60 10.27 6.50 125.00 44.92 36.80 41.59 89.18 38.49 9.23 10.20 94.08 21.74 382.15 21.00 0.75 14.37 9.82 0.20 10.19 0.30 10.53 0.67 9.89 10.02 54.78 31.97 38.24 93.66 10.17 0.58 27.57 47.99 108.47 178.71 6.75 11.37 169.22 7.02 80.00 22.47 64.21 47.82 20.93 18.52 21.85 94.17 15.00 34.79 15.97 30.22 42.45 48.49 91.98 95.00 15.40 483.13 20.29 89.18 805.62 50.48
AAON ACAD ACIW ACIU ACMR ACVA ADMA AFCG AGNC ALJJ ALORU ALXO AMCX AMSF AMRK ANIP ANSS APA ARKR ASML ASTS ASTSW AACG ATAI ATNI AVEO AVRO AXTI ABCM ABCL ABMD ABSI ABST ACTG ASO ACHC ACCD ENERU ENER ENERR ENERW ARAY ACRX AVHIW AVHIU ACHL ACRS ACOR ATVI ABOS AFIB ADAG ADGI ADAP ADPT ADUS ACET ADBE ADTN ADES AEIS AMD ADV ADVWW ADVM AGLE AMTX AERI AVTE AVAV AEHAU AEHA AEHAW AIH GMFIU AFMD AFRM AFYA AGYS AGIO API AGFS AHRNU AIRT ATSG ABNB AIRS AKAM AKBA AKRO AKUS AKYA AHG ALRM ALEC ASTL ASTLW ALCO ALGN ALHC ALGS ALIM ALKT ALKS ALLK ALLR BIRD ABTX ALGT ALGM ALNA ARLP LNT AMOT ALLO ALLT ALVR MDRX ALNY AOSL ALSAU TKNO GOOGL GOOG ATEC ALPN ALTR AEAEU AEAE AEAEW
.5 ... ... ... ... ... ... 7.5 9.5 ... ... ... ... 2.2 .0 ... ... 1.8 ... .4 ... ... ... ... 1.7 ... ... ... ... ... ... ... 2.6 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... .7 ... ... ... ... ... ... ... ... ... 1.6 ... .4 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... 5.5 ... ... ... ... ... ... ... ... ... 1.1 ... ... ... 6.5 2.6 .3 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...
59 dd 49 dd 61 dd dd 21 6 dd ... dd 5 11 4 dd 76 17 5 51 dd ... dd dd dd dd dd 27 cc 20 cc dd dd dd 7 25 dd ... ... ... ... dd dd ... ... ... dd dd 20 dd dd ... dd dd dd 37 dd 57 cc 2 26 45 dd ... dd dd dd dd ... dd ... ... ... dd ... dd dd 35 dd dd dd dd ... 17 13 dd ... 32 dd dd dd dd dd 74 dd ... ... 8 71 dd dd dd dd dd dd ... dd 12 30 cc dd 10 24 20 dd dd dd dd dd 23 ... dd 28 28 dd dd dd ... ... ...
79.17 23.54 34.87 5.02 85.16 19.05 1.32 22.31 15.21 1.77 10.10 21.93 35.68 53.72 60.72 46.88 405.68 27.06 16.74 800.22 8.14 3.01 1.04 7.35 40.18 4.81 3.85 8.64 23.67 14.34 362.06 8.60 9.50 5.21 42.72 60.13 26.27 10.25 9.76 .32 .40 4.84 .49 .35 10.14 5.13 14.33 2.35 67.49 6.90 3.58 8.10 7.87 3.87 28.33 93.37 16.54 570.53 22.92 6.47 92.28 145.15 7.70 2.46 1.79 4.55 12.43 7.17 11.19 62.20 10.12 9.97 .47 3.49 10.00 5.69 103.87 15.96 44.28 33.57 16.94 1.96 10.01 25.34 28.99 168.78 17.99 117.15 2.29 21.42 8.37 14.65 1.85 84.37 20.92 10.53 2.75 36.57 662.22 14.05 11.97 5.15 20.55 23.35 10.07 10.48 15.95 43.41 188.99 36.07 .63 12.39 61.45 35.27 15.38 11.95 13.52 18.46 171.03 60.52 10.25 20.70 2924.01 2920.05 11.62 13.88 75.47 10.06 9.84 .52
+0.60 –0.76 –0.05 –0.37 +7.54 +0.09 +0.05 +0.69 –0.18 –0.14 +0.06 –1.33 –0.24 +2.10 –0.80 –4.02 +2.09 +0.99 –0.60 –1.19 –0.57 –0.36 –0.20 –0.37 –0.74 –0.29 –0.06 –0.16 +1.43 –0.59 +9.85 –0.07 +0.10 –0.02 +2.59 +1.01 –0.04 +0.04 +0.01 –0.02 –0.02 –0.05 –0.07 ... +0.03 –0.44 –1.11 –0.03 +2.33 –0.17 –0.01 +0.60 –0.79 –0.24 –0.07 +0.06 +0.62 +0.91 +0.91 –0.15 +3.23 –0.99 –0.12 +0.08 –0.08 +0.34 –0.18 –1.35 +0.81 –1.55 +0.03 +0.01 –0.02 –0.04 ... –0.22 +2.71 +1.34 –0.16 –2.26 +0.22 –0.04 –0.01 +1.20 –0.11 –2.53 +3.48 +0.95 –0.24 –0.53 –0.58 +0.81 –0.36 +1.55 –2.80 +0.67 +0.14 +0.38 +8.24 +0.39 +0.11 –0.30 +0.84 –0.74 –0.38 –1.49 –1.80 +1.49 –1.19 +1.58 –0.06 +0.53 +1.90 –0.40 –0.28 –0.19 –0.18 +0.26 –23.32 +5.27 +0.04 +0.34 –14.32 –22.80 –0.76 +0.13 +1.73 –0.09 –0.31 –0.04
.19 ... ... ... ... ... ... .50 .12 ... ... ... ... .29 2.00 ... ... .125 ... 2.0843 ... ... ... ... .17 ... ... ... ... ... ... ... .0639 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... .47 ... ... ... ... ... ... ... ... ... .09 ... .10 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... .50 ... ... ... ... ... ... ... ... ... .12 ... ... ... .20 .4025 .025 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...
8.10 5.61 45.05 45.25 13.28 3.11 2881.00 82.59 67.40 133.62 13.63 439.70 4.07 14.71 74.80 45.25 44.71 7.23 25.86 88.38 16.40 18.11 16.31 10.20 56.29 95.12 36.60 3.05 198.64 8.60 14.82 16.91 9.17 6.24 4.79 142.25 17.72 5.12 22.45 8.51 14.49 2.28 32.30 11.36 1.01 10.02 9.73 0.53 27.50 29.79 3.27 10.40 110.22 3.90 0.60 62.91 116.21 1.84 85.17 13.00 5.16 8.52 49.41 2.79 20.07 2.06 1.53 10.00 6.71 3.10 2.16 0.47 10.00 2.43 42.46 31.23 7.32 15.90 24.87 14.16 0.82 10.00 45.50 16.41 248.21 11.34 0.50 7.62 9.70 0.13 10.02 0.25 9.76 0.45 9.34 9.96 12.72 6.87 27.82 57.92 9.84 0.45 15.10 35.90 56.59 109.36 1.08 1.85 122.29 2.03 50.29 6.04 46.48 4.81 9.94 10.16 11.81 7.37 1.34 8.88 2.05 15.49 31.75 31.61 21.12 50.22 7.03 198.80 2.85 52.54 579.96 31.32
Altimmune AltisourcePortf AltraIndlMotion AltusMidstream AmalgamFin Amarin Amazon.com Ambarella Amdocs Amedisys AmerantBncpA Amerco AmerFirstMultifam AmerAirlines AEP AmerElecPwrUn AmerElecPwrUn AmericanFin AmNtlBcsh AmericanNatl AmOutdoorBrands AmericanPubEdu AmerSoftware AmerSupercond AmericanWoodmark AmerCarMart AmerisBancorp AmeriServFin Amgen AmicusTherap AmkorTech AmphastarPharm AmrytPharma AmtechSystems Amyris AnalogDevices AnaptysBio AnavexLifeSci Andersons Angi AngioDynamics AngionBiomed AnikaTherap Annexon AnPacBioMed AnthemisDigital I AnthemisDigA AnthemisDigI Wt ApellisPharm ApogeeEnt ApolloEnd ApolloInv AppFolio AppHarvest AppHarvestWt Appian Apple AppliedGenetic ApplMaterials AppliedMolecular AppliedOptoelec AppliedTherap Applovin ApreaTherap Apria Aptinyx Aptorum APxAcqnI ApyxMedical AquestiveTherap Aravive ArborRaphaCapBioI ArborRaphaI ArbutusBiopharma ArcBest ArchCapital Arcimoto ArcoPlatform ArcturusTherap ArcutisBiotherap Ardelyx ArenaFortify ArenaPharm AresCapital arGEN-X ArgoBlockchain ArgusCapitalWt Arhaus AriszAcqnA AriszAcqnRt AriszAcqnUn AriszAcqnWt ArmadaAcqnIUn ArmadaAcqnIWt ArmadaAcqnI ArogoCapital ArrayTech Arrival ArrowFinancial ArrowheadPharm ArtemisStratInvt ArtemisStratInvtWt Arteris ArtesianRscs A Arvinas AscendisPharma AslanPharm AspenGroup AspenTech AssemblyBiosci AstecIndustries AstraSpace AstraZeneca AstriaTherap Astronics AstroNova AtaraBiotherap AteaPharm Athenex AthiraPharma AtlanticAmerican AtlCapitalBcshs AtlUnionBkshs AtlanticaSust Atlanticus AtlasAir AtlasTech Atlassian Atreca AtriCure Atrion AuburnNatlBncp
Tick Div Sym Yld P/E Last Chg. Amt. ALT ASPS AIMC ALTM AMAL AMRN AMZN AMBA DOX AMED AMTB UHAL ATAX AAL AEP AEPPL AEPPZ AFIN AMNB ANAT AOUT APEI AMSWA AMSC AMWD CRMT ABCB ASRV AMGN FOLD AMKR AMPH AMYT ASYS AMRS ADI ANAB AVXL ANDE ANGI ANGO ANGN ANIK ANNX ANPC ADALU ADAL ADALW APLS APOG APEN AINV APPF APPH APPHW APPN AAPL AGTC AMAT AMTI AAOI APLT APP APRE APR APTX APM APXIU APYX AQST ARAV ARCKW ARCKU ABUS ARCB ACGL FUV ARCE ARCT ARQT ARDX AFACU ARNA ARCC ARGX ARBK ARGUW ARHS ARIZ ARIZR ARIZU ARIZW AACIU AACIW AACI AOGOU ARRY ARVL AROW ARWR ARTE ARTEW AIP ARTNA ARVN ASND ASLN ASPU AZPN ASMB ASTE ASTR AZN ATXS ATRO ALOT ATRA AVIR ATNX ATHA AAME ACBI AUB AY ATLC AAWW ATCX TEAM BCEL ATRC ATRI AUBN
... ... .6 9.7 1.9 ... ... ... 1.9 ... .2 .0 6.7 ... 3.5 6.1 5.8 9.4 2.9 1.7 ... ... 1.7 ... ... ... 1.2 2.6 3.4 ... .8 ... ... ... ... 1.6 ... ... 1.9 ... ... ... ... ... ... ... ... ... ... 1.7 ... 9.6 ... ... ... ... .5 ... .6 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... .3 ... ... ... ... ... ... ... ... 7.8 ... ... ... ... ... ... ... ... ... ... ... ... ... ... 3.0 ... ... ... ... 2.3 ... ... ... ... ... ... .7 ... 2.3 ... ... ... ... ... ... ... .7 ... 3.0 4.8 ... ... ... ... ... ... 1.1 3.2
dd dd 23 12 10 dd 66 dd 14 25 23 14 16 dd 19 ... ... dd 10 7 16 23 76 dd 44 6 9 11 23 dd 11 32 dd 93 dd 47 cc dd 14 dd dd dd dd dd dd ... ... ... dd dd dd 6 cc dd ... dd 32 dd 25 dd dd dd dd dd 15 dd dd ... dd dd dd ... ... dd 18 9 dd dd dd dd dd ... dd 6 dd cc ... 56 ... ... ... ... ... ... ... ... dd ... 11 dd ... ... ... 26 dd dd dd dd 32 dd 37 dd 92 dd dd 12 dd 33 dd dd 5 12 11 dd 11 6 dd dd dd 72 40 14
8.93 11.42 51.39 61.61 16.64 3.35 3372.89 201.19 74.97 164.13 33.90 722.74 6.54 18.07 88.69 49.99 52.41 9.06 38.01 188.74 19.73 22.11 26.09 10.97 64.26 103.00 49.71 3.85 226.47 11.67 24.60 23.14 10.55 9.78 5.44 174.78 35.31 17.40 38.58 9.22 28.20 2.87 36.38 11.61 1.10 10.13 9.78 .58 47.95 48.11 7.88 12.88 123.07 4.00 .69 68.50 178.20 1.98 157.98 13.23 5.35 9.16 93.99 2.94 32.41 2.82 1.55 10.05 12.59 3.94 2.23 .50 10.12 3.88 116.95 44.33 8.25 21.54 38.88 20.48 1.13 10.02 92.90 20.97 353.03 12.72 .56 13.58 9.74 .17 10.07 .28 10.00 .52 9.82 10.01 15.94 7.86 34.97 67.35 10.17 .50 20.84 46.11 79.84 136.41 1.11 2.46 152.00 2.29 68.90 6.75 58.47 5.08 11.97 13.60 16.12 9.05 1.50 12.41 2.78 28.90 37.36 36.09 72.47 93.25 8.41 385.36 3.02 68.52 699.90 32.18
–0.27 +0.48 +0.41 –1.16 –0.04 –0.16 –48.48 +0.61 +0.64 +2.62 –0.24 +6.05 –0.04 –0.19 +2.17 +0.58 +1.14 +0.26 –0.50 +0.44 +0.75 –0.90 +0.31 –0.69 +1.67 +0.18 +0.50 ... +2.68 –0.51 +1.47 +0.55 +0.35 +0.29 –0.15 +2.12 –1.76 –2.10 +0.47 –0.21 –0.01 +0.22 –1.61 –1.23 +0.05 +0.09 ... ... –1.21 +0.96 +0.04 –0.15 –4.34 –0.55 –0.17 –3.48 +1.92 –0.01 +2.49 –1.31 –0.29 –0.68 +0.19 –0.43 –0.24 –0.18 –0.12 +0.01 –0.52 –0.09 –0.35 ... +0.02 –0.28 +5.31 +0.85 –0.44 +0.22 –1.06 +0.38 –0.05 –0.05 +1.67 +0.30 +3.04 –1.22 –0.01 +3.15 –0.01 +0.02 –0.02 +0.01 –0.05 +0.03 +0.02 ... –0.49 –0.13 –0.26 –2.90 +0.28 +0.01 –0.09 –0.70 –1.41 –2.91 –0.13 +0.28 +2.13 +0.02 –0.41 –1.52 +0.83 –0.43 +0.27 +0.02 –1.19 –0.06 –0.03 –0.60 –0.43 +0.57 –0.08 +0.14 +4.71 +1.30 +0.45 –2.56 –0.16 –4.84 +40.43 +0.05
... ... .08 1.50 .08 ... ... ... .36 ... .06 .50 .08 ... .78 .7656 .7656 .2125 .28 .82 ... ... .11 ... ... ... .15 .025 1.94 ... .05 ... ... ... ... .69 ... ... .18 ... ... ... ... ... ... ... ... ... ... .20 ... .05 ... ... ... ... .22 ... .24 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... .08 ... ... ... ... ... ... ... ... .41 ... ... ... ... ... ... ... ... ... ... ... ... ... ... .26 ... ... ... ... .2675 ... ... ... ... ... ... .12 ... .45 ... ... ... ... ... ... ... .02 ... .28 .435 ... ... ... ... ... ... 1.95 .26
52-Week High Low Name 37.35 26.16 33.97 18.98 17.77 6.20 11.00 344.39 9.98 248.96 11.59 9.92 0.47 13.00 17.78 5.05 43.76 40.48 29.59 27.44 545.11 45.43 6.52 74.50 6.84 212.37 79.81 84.73 28.68 124.79 18.20
25.90 13.50 9.72 5.42 9.50 1.14 0.95 245.05 4.60 159.31 6.35 9.83 0.37 5.89 5.97 1.09 16.02 14.20 17.58 14.58 34.99 34.36 2.85 28.45 2.06 115.57 46.96 19.38 7.74 65.37 4.10
AudioCodes AuraBiosciences AuriniaPharm AuroraCannabis AuroraInnov AuroraInnovWt AuroraMobile Autodesk AutolusTherap ADP AvadelPharm AvalonAcqn AvalonAcqnWt AveannaHealth AvePoint AvePointWt AviatNetworks AvidTechnology AvidityBio AvidXchange AvisBudget Avnet Aware AxcelisTechs AxcellaHealth AxonEnterprise Axonics AxsomeTherap AyalaPharm Azenta AziyoBiologics
19.75 16.15 9.84 6.52 63.42 110.75 45.36 102.96 90.83 19.76 36.50 354.82 27.66 174.29 42.28 77.38 196.70 48.16 31.31 27.28 12.79 33.99 63.24 57.00 86.82 37.00 19.68 60.93 138.52 3.42 53.90 426.56 22.00 23.00 17.58 71.92 98.39 13.45 3.25 10.65 221.00 62.08 47.65 96.66 157.66 543.85 76.63 17.94 18.48 4.99 31.99 468.55 92.20 22.22 22.00 464.00 10.07 19.94 9.36 37.76 86.96 154.61 4.47 15.07 10.11 10.30 11.33 9.90 0.41 0.68 32.81 18.83 28.90 15.47 10.05 34.75 20.46 4.26 117.86 43.07 2687.29 56.79 22.82 25.01 11.77 98.78 73.50 21.80 25.26 56.90 20.39 677.76 17.14 80.67 92.35 50.29 10.28 84.80
4.77 11.00 2.60 3.52 28.85 67.99 22.79 63.54 42.40 6.61 16.50 132.14 18.75 106.29 11.73 53.77 62.07 30.78 21.26 13.84 8.48 18.71 44.01 12.30 62.30 15.18 14.38 38.77 56.34 1.49 13.38 222.21 12.38 10.58 9.87 38.63 16.89 4.12 0.72 3.62 62.06 17.95 9.93 34.50 41.76 310.62 18.72 5.59 7.27 2.50 4.02 221.72 71.59 7.00 12.05 80.55 9.98 10.74 1.78 4.89 56.00 95.16 2.59 11.07 9.99 10.06 10.09 9.70 0.27 0.28 17.29 14.21 14.31 12.32 9.99 8.12 1.25 1.95 79.08 3.96 1860.73 36.05 12.60 4.88 6.90 55.73 11.20 11.35 9.20 34.86 10.63 419.14 11.74 3.59 53.05 29.71 10.00 30.10
BBQ Holdings BCB Bancorp BELLUS Health BGC Partners BJsRestaurants BOK Fin BRP Group BRP B RileyFin BTRS Backblaze Baidu BakerHughes Balchem BallardPower BancFirst Bandwidth BankOZK BankofPrinceton Bank7 BankFinancial BankwellFin Banner Baozun BarrettBus BassettFurniture BayCom BeaconRoof BeamTherap BeasleyBroadcast BedBath BeiGene BelFuse A BelFuse B Benefitfocus BentleySystems BerkeleyLights BerkshireGrey BerkshireGreyWt Berry(bry) BeyondMeat BicycleTherap Big5SportingGds BigCommerce Bilibili Bio-Techne BioAtla BioceresCrop BioCryst BioDeliverySci Biodesix Biogen BioMarinPharm BiomeaFusion Bionomics BioNTech BioPlusAcqnUn Bioventus Bitfarms BlackDiamond Blackbaud BlackLine BlackRockCapInvt BlkRkTCPCap bleuacaciaUn BlockchainCoinI BlockchainMoon BlockchainMoonA BlockchainMoonRt BlockchainMoonWt BloominBrands Blucora BlueBird BlueFoundryBncp BlueOceanAcqn bluebirdbio BlueCity BlueknightEner BlueprintMed BoltBiotherap BookingHldgs Bottomline BowmanConsult BraggGaming Brainsway Braze BridgeBioPharma BridgfordFoods Brightcove BrighthouseFin BrilliantEarthA Broadcom BrooklineBcp BrooklynImmuno Bruker BrynMawrBank BullpenParlayAcqUn Bumble
Tick Div Sym Yld P/E Last Chg. Amt. AUDC AURA AUPH ACB AUR AUROW JG ADSK AUTL ADP AVDL AVAC AVACW AVAH AVPT AVPTW AVNW AVID RNA AVDX CAR AVT AWRE ACLS AXLA AXON AXNX AXSM AYLA AZTA AZYO
.9 ... ... ... ... ... ... ... ... 1.7 ... ... ... ... ... ... ... ... ... ... ... 2.3 ... ... ... ... ... ... ... .4 ...
34 dd dd dd dd ... dd 48 dd 39 dd ... ... ... dd ... 6 45 dd dd 17 13 dd 32 dd dd dd dd dd 69 dd
34.77 16.62 22.78 5.50 11.41 3.10 1.07 281.71 5.29 245.56 8.02 9.90 .40 7.19 6.54 1.17 32.11 32.50 23.93 15.50 204.99 41.31 3.19 73.11 2.06 156.07 56.22 38.02 8.75 103.18 6.28
+0.53 +0.58 –0.27 –0.62 –0.42 –0.33 –0.06 +0.72 –0.17 +3.56 +0.16 +0.06 +0.01 +0.12 +0.04 –0.07 +0.43 +0.63 –1.68 –0.40 –18.94 +1.06 +0.01 +5.03 –0.44 –4.47 –0.59 –0.43 +0.04 +2.20 –0.39
.17 ... ... ... ... ... ... ... ... 1.04 ... ... ... ... ... ... ... ... ... ... ... .24 ... ... ... ... ... ... ... .10 ...
... 4.1 ... .9 ... 2.0 ... .5 2.8 ... ... ... 3.0 .4 ... 2.0 ... 2.5 2.4 2.1 3.7 2.2 2.7 ... 1.7 3.2 ... ... ... ... ... ... 1.6 2.2 ... .2 ... ... ... 2.9 ... ... 5.1 ... ... .3 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... 10.1 8.9 ... ... ... ... ... ... ... ... ... ... ... ... ... 4.9 ... ... ... ... ... ... ... ... ... ... ... ... ... 2.5 3.1 ... .2 2.4 ... ...
8 9 dd 38 dd 11 dd 11 5 dd dd 25 cc 59 dd 14 dd 11 10 10 21 14 11 cc 15 9 11 14 dd dd dd ... 9 8 dd cc dd dd ... dd dd dd 4 dd dd cc dd cc dd 10 dd 23 cc dd dd 7 ... 30 dd dd dd dd dd 5 ... ... ... ... ... ... 17 dd dd ... ... dd dd 2 dd dd cc dd dd dd dd ... dd cc 63 dd 7 44 11 dd 48 13 ... 13
15.92 15.49 8.09 4.62 35.35 104.68 35.91 86.42 88.98 7.89 17.49 150.61 23.95 169.05 12.66 70.36 72.87 46.35 29.44 23.35 10.84 32.59 60.96 13.85 69.11 16.80 19.01 56.75 81.63 1.95 14.93 273.41 15.00 12.89 10.50 49.00 18.60 5.67 .86 8.19 67.39 58.50 19.57 36.21 47.74 508.80 20.25 13.75 13.79 3.08 4.41 240.00 89.08 7.51 12.51 256.81 10.01 14.20 5.12 5.42 80.08 103.60 3.98 13.43 10.00 10.09 10.53 9.76 .35 .39 21.20 17.33 15.33 14.64 9.99 10.35 1.50 3.26 109.45 4.94 2395.92 56.48 21.49 5.31 7.75 79.00 14.55 12.11 10.33 52.07 17.66 665.08 16.25 4.21 84.98 45.73 10.25 33.90
+2.01 –0.08 +0.20 ... –0.78 +0.92 +1.09 +1.53 +7.27 –0.15 –1.18 +6.49 –0.27 +4.84 –0.01 +1.26 –0.06 +0.92 +0.26 +0.75 +0.08 +0.63 –0.16 –0.18 –0.26 +0.24 +0.60 +0.46 –4.87 +0.01 –1.05 +4.78 +0.81 +0.25 –0.23 –0.81 –0.49 +0.77 –0.02 –0.02 –0.60 –1.77 +0.91 –2.30 +1.83 +14.15 +0.19 –0.73 –0.13 –0.14 –0.19 +4.59 –2.08 –0.30 +0.16 +1.52 +0.01 +0.22 –0.68 –0.17 –1.56 –0.32 –0.05 –0.09 –0.02 –0.03 ... –0.03 +0.02 +0.01 +0.25 –0.14 +0.59 +0.09 ... –1.05 +0.11 +0.01 –1.52 +0.21 –6.33 –0.04 –0.41 –0.38 +0.24 +1.79 –26.07 +0.16 +0.32 –0.16 +1.61 +0.28 +0.36 –0.78 +4.70 +0.30 +0.25 –0.97
... .16 ... .01 ... .53 ... .102 1.00 ... ... ... .18 .64 ... .36 ... .29 .18 .12 .10 .18 .41 ... .30 .14 ... ... ... ... ... ... .06 .07 ... .03 ... ... ... .06 ... ... .25 ... ... .32 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... .10 .30 ... ... ... ... ... ... ... ... ... ... ... ... ... .04 ... ... ... ... ... ... ... ... ... ... ... ... ... 4.10 .125 ... .04 .28 ... ...
B BBQ BCBP BLU BGCP BJRI BOKF BRP DOOO RILY BTRS BLZE BIDU BKR BCPC BLDP BANF BAND OZK BPRN BSVN BFIN BWFG BANR BZUN BBSI BSET BCML BECN BEAM BBGI BBBY BGNE BELFA BELFB BNFT BSY BLI BGRY BGRYW BRY BYND BCYC BGFV BIGC BILI TECH BCAB BIOX BCRX BDSI BDSX BIIB BMRN BMEA BNOX BNTX BIOSU BVS BITF BDTX BLKB BL BKCC TCPC BLEUU BCSAU BMAQU BMAQ BMAQR BMAQW BLMN BCOR BLBD BLFY BOCNU BLUE BLCT BKEP BPMC BOLT BKNG EPAY BWMN BRAG BWAY BRZE BBIO BRID BCOV BHF BRLT AVGO BRKL BTX BRKR BMTC BPACU BMBL
52-Week High Low Name
Tick Div Sym Yld P/E Last Chg. Amt.
16.80 4.46 39.75 10.01 29.18
5.33 0.61 9.27 9.94 20.00
BurgerFiIntl BurgerFiIntlWt BurningRockBio BurTechAcqn BusFirstBcshs
BFI BFIIW BNR BRKHU BFST
14.69 55.00 25.00 33.29 55.51 207.67 83.95 10.09 51.21 108.06 10.55 10.38 1.00 17.29 19.78 198.61 232.64 28.59 58.62 38.92 116.71 220.20 59.48 2.35 14.33 145.50 37.76 25.00 15.38 10.61 192.70 119.81 19.80 43.24 14.51 85.40 20.88 5.12 33.62 17.43 12.43 66.40 50.94 49.60 39.10 67.39 14.78 10.20 20.00 7.33 56.50 13.25 18.42 28.16 29.00 17.00 28.41 10.20 14.38 23.00 29.65 48.28 161.47 12.84 99.83 18.42 7.15 24.89 39.77 32.65 12.90 3.11 60.62 23.26 8.09 16.40 13.15 11.61 9.95 0.70 89.84 229.18 48.55 107.69 46.43 327.24 9.47 13.24 3.09 34.71 9.26 26.90 14.00 62.91 55.82 19.60 32.90 6.90 139.00 93.44 45.48 8.41 10.15 30.48 24.21 81.63 825.62 137.49 17.85 65.81 37.85 70.29 49.50 69.40 36.27 17.00 47.72 113.50 11.57 2.59 27.47 19.85 44.72 262.20 49.99 3.15 128.87 127.25
3.51 36.75 17.76 24.08 38.53 125.46 40.09 10.00 27.84 84.67 9.99 9.75 0.50 6.50 1.87 119.19 177.51 20.20 21.20 3.99 49.43 67.15 42.58 0.99 7.70 109.21 27.70 18.72 3.05 8.96 118.11 66.34 10.20 33.85 6.75 33.25 11.96 0.61 14.22 2.96 2.04 21.44 35.57 20.53 4.30 28.80 5.51 10.06 5.75 1.19 8.53 7.25 11.75 13.53 21.42 7.69 17.52 10.01 10.67 13.68 11.22 18.28 60.66 4.86 39.16 5.92 0.96 19.45 22.63 14.17 2.26 0.36 30.41 11.06 2.58 9.75 4.59 9.80 9.67 0.46 53.43 175.02 37.95 37.99 31.23 170.86 5.77 7.66 0.96 7.80 3.53 10.31 4.33 38.16 35.35 9.04 13.08 2.44 63.00 67.96 23.75 4.67 10.02 14.80 17.90 63.15 585.45 107.85 2.62 34.64 23.84 9.53 33.33 40.00 15.00 15.50 12.01 47.88 4.60 0.73 5.40 10.48 24.11 175.01 25.00 1.10 65.35 82.62
Cadiz C&F Fin CB FinSvcs CBTX CDK Global CDW CEVA CFAcqnCorp.VII C4 Therap CH Robinson CIIGCapitalPtrsII CIIGCapPtrsII CIIGCapPtrsIIWt CimComm CLPS CMC Materials CME Group CNB FinPA CompassPath CPI Card CRA Intl CRISPR Therap CSG Systems CSI Compressco CSP CSW Industrials CSX CVB Fin CabalettaBio CactusAcqn1 CadenceDesign CaesarsEnt Caesarstone Cal-MaineFoods CalAmp CalavoGrowers CaliforniaBncp CalitheraBiosci CalliditasTherap CalumetSpecialty Calyxt CambiumNtwks CamdenNational Camtek Canaan CanadianSolar CandelTherap CannaGlblAcqn Canoo CanooWt CanopyGrowth Cantaloupe CanterburyPark CapitalBancorp CapitalCityBank CapitalProduct CapitalSouthwest CapitalworksEMAcqn CapitolFedFin CapStarFin CaraTherap CardiovascularSys Cardlytics Carecloud CareDx CareMax CareMaxWt CareTrustREIT CarGurus CaribouBio CarLotz CarLotzWt Carlyle CarParts.com CarrolsRestr CarterBkshrs CasaSystems CascadiaAcqn CascadiaAcqnA CascadiaAcqnWt CasellaWaste CaseysGenStores CassInfoSys CastleBiosci CathayGenBncp CavcoIndustries CECO Env CellebriteDI CellebriteDIWt Cellectis CelyadOncology CentessaPharm Centogene CentralGarden CentralGardenA CenturyAluminum CenturyTherap Ceragon Cerence Cerner Certara Cerus ChainBridgeI ChampionX ChangeHlthcr ChangeHlthcrUn CharterComms CheckPoint CheckmatePharm Cheesecake ChefsWarehouse ChemoCentryx ChemungFinl ChesapeakeEner ChesapeakeWtC ChicagoAtlRealEst ChickenSoupA Children'sPlace Chimerix ChinaIndex Chindata ChinookTherap ChipMOSTechs ChurchillDowns Chuy's CidaraTherap Cimpress CincinnatiFin
CDZI CFFI CBFV CBTX CDK CDW CEVA CFFSU CCCC CHRW CIIGU CIIG CIIGW CMCT CLPS CCMP CME CCNE CMPS PMTS CRAI CRSP CSGS CCLP CSPI CSWI CSX CVBF CABA CCTSU CDNS CZR CSTE CALM CAMP CVGW CALB CALA CALT CLMT CLXT CMBM CAC CAMT CAN CSIQ CADL CNGLU GOEV GOEVW CGC CTLP CPHC CBNK CCBG CPLP CSWC CMCAU CFFN CSTR CARA CSII CDLX MTBC CDNA CMAX CMAXW CTRE CARG CRBU LOTZ LOTZW CG PRTS TAST CARE CASA CCAIU CCAI CCAIW CWST CASY CASS CSTL CATY CVCO CECE CLBT CLBTW CLLS CYAD CNTA CNTG CENT CENTA CENX IPSC CRNT CRNC CERN CERT CERS CBRGU CHX CHNG CHNGU CHTR CHKP CMPI CAKE CHEF CCXI CHMG CHK CHKEL REFI CSSE PLCE CMRX CIH CD KDNY IMOS CHDN CHUY CDTX CMPR CINF
... ... ... ... 1.7
dd ... dd ... 11
5.97 .71 9.90 9.99 28.36
–0.36 ... –0.08 ... –0.60 ... –0.01 ... +0.23 .12
... 3.1 4.0 1.8 1.4 1.0 ... ... ... 2.1 ... ... ... 4.0 ... 1.0 1.6 2.6 ... ... 1.3 ... 1.7 3.3 ... .5 1.0 3.4 ... ... ... ... 3.5 .4 ... 2.6 ... ... ... ... ... ... 3.3 ... ... ... ... ... ... ... ... ... ... .8 2.4 2.5 7.1 ... 3.0 1.1 ... ... ... ... ... ... ... 4.7 ... ... ... ... 1.8 ... .0 ... ... ... ... ... ... .7 2.8 ... 3.2 ... ... ... ... ... ... ... ... ... ... ... ... ... ... 1.2 ... ... ... ... ... 4.3 ... ... ... ... ... ... 2.7 2.7 ... ... ... ... ... ... ... ... 3.5 .3 ... ... ... 2.2
dd 6 17 15 5 29 dd ... dd 19 ... ... ... dd 5 dd 34 10 dd 11 18 17 27 dd 61 38 24 14 dd ... 76 dd 20 dd dd dd 14 dd dd dd dd 16 10 37 9 28 dd ... dd ... dd dd 16 9 13 4 14 ... 20 10 25 dd dd dd dd dd ... 29 38 dd dd ... 7 dd dd 14 20 ... ... ... 46 25 21 dd 12 27 cc dd ... dd dd ... dd 19 17 dd ... dd 69 54 dd dd ... 54 dd ... 31 19 dd cc dd dd 9 9 ... ... dd 8 dd ... 88 dd 8 42 23 dd dd 7
3.86 51.63 24.10 28.88 41.79 203.97 43.57 10.02 32.88 107.09 10.21 9.84 .78 7.50 2.04 190.57 228.66 26.65 22.38 20.40 92.43 78.85 57.67 1.20 8.73 119.27 37.32 21.39 3.92 10.61 188.25 92.99 11.30 36.58 7.05 43.60 20.01 .63 24.87 12.81 2.10 25.79 48.16 45.69 5.06 31.40 7.97 10.13 8.10 2.17 8.94 8.65 17.63 26.41 26.81 15.71 24.81 10.03 11.38 21.00 12.34 19.49 67.24 6.06 45.20 7.46 1.40 22.79 33.25 14.89 2.38 .39 54.33 11.60 2.91 15.03 5.63 10.00 9.73 .51 84.97 195.73 39.91 43.82 43.09 314.00 6.23 7.85 1.69 8.24 3.74 11.75 5.28 52.66 47.91 16.45 15.33 2.57 77.59 93.14 28.49 6.96 10.03 20.01 21.42 70.32 657.23 116.52 2.92 39.75 33.32 36.27 45.89 64.35 33.10 16.06 13.99 81.23 6.63 .93 6.57 16.14 35.19 238.99 30.10 1.29 70.66 113.67
–0.14 –0.46 +0.23 +0.19 +0.73 +1.21 –0.81 –0.03 –0.50 +4.64 –0.01 –0.04 ... +0.30 –0.03 +0.59 –0.30 –0.05 –1.40 +0.29 +0.18 –3.30 –0.17 –0.02 +0.14 +2.26 +0.53 –0.13 –0.32 +0.46 +0.77 –1.77 +0.08 +0.09 –0.56 +1.48 +0.07 –0.09 –1.45 –0.13 –0.13 –0.23 –0.04 +1.89 –0.39 +0.29 –0.43 +0.05 –0.41 –0.29 –0.68 +0.51 +0.08 +0.32 +0.23 –0.16 –0.50 –0.08 +0.01 +0.63 –0.32 –0.37 +0.99 +0.53 +0.27 –0.36 –0.05 +0.36 –0.30 –1.28 –0.22 –0.02 –1.16 –0.36 –0.06 +0.11 +0.16 –0.43 –0.01 +0.02 +1.48 +1.15 –0.34 +1.24 +0.77 +11.27 –0.06 –0.25 +0.13 –0.31 –0.26 –0.74 +0.04 +1.15 +1.08 –0.32 –2.84 –0.07 –1.33 +1.30 –0.88 +0.01 ... –0.62 +0.07 +0.94 +8.93 +1.66 –0.18 –0.51 +0.75 –1.45 –0.61 +1.17 +1.99 +0.04 –0.47 +4.51 –0.55 –0.02 +0.19 –0.37 +0.54 +2.62 +0.35 –0.04 +0.88 +1.33
C ... .40 .24 .13 .15 .50 ... ... ... .55 ... ... ... .075 ... .46 3.25 .175 ... ... .31 ... .25 .01 ... .15 .0933 .18 ... ... ... ... .10 .034 ... 1.15 ... ... ... ... ... ... .40 ... ... ... ... ... ... ... ... ... ... .05 .16 .10 .50 ... .22 .06 ... ... ... ... ... ... ... .265 ... ... ... ... .25 ... .41 ... ... ... ... ... ... .35 .28 ... .34 ... ... ... ... ... ... ... ... ... ... ... ... ... ... .27 ... ... ... ... ... .75 ... ... ... ... ... ... .31 .4375 ... ... ... ... ... ... ... ... 1.5679 .667 ... ... ... .63
52-Week High Low Name
Tick Div Sym Yld P/E Last Chg. Amt.
2.95 461.44 15.39 3.55 103.25 64.29 111.44 14.81 27.88 145.19 88.49 32.36 31.24 2.02 19.79 86.71 7.73 28.85 11.10 54.41 630.60 63.04 25.70 42.01 37.85 23.85 13.24 80.50 101.82 13.80 90.08 38.00 270.99 22.22 51.86 429.54 26.91 150.64 24.26 19.59 50.68 21.10 114.98 57.06 61.80 79.10 13.61 22.18 11.45 47.53 14.62 84.22 10.04 9.74 0.95 10.75 2.50 14.30 37.62 11.68 5.25 30.40 191.35 13.44 8.50 94.97 4.82 29.27 35.50 31.48 69.31 9.89 15.37 44.99 10.97 32.85 161.12 18.80 49.60 121.98 213.38 9.54 101.05 571.49 52.26 377.04 34.75 40.78 44.07 178.82 703.27 21.48 10.08 7.55 47.36 28.78 46.65 11.50 9.88 0.64 183.88 15.83 30.40 15.82 298.48 11.15 22.55 59.85 7.51 14.84 133.00 17.40 60.36 14.62 29.00 201.68 49.10 6.90 6.73 90.35 23.10 28.70 47.90 10.05 12.79 3.50
0.60 314.62 4.35 0.81 71.11 43.35 46.04 10.42 17.00 78.07 68.28 14.66 2.48 0.24 5.85 23.60 2.21 3.68 2.58 19.61 252.14 44.34 6.16 16.55 9.67 15.29 5.83 56.38 72.85 4.68 66.19 14.68 144.85 12.21 29.00 208.00 17.22 84.02 10.25 13.70 30.09 14.70 84.19 37.76 46.29 61.68 6.92 9.25 2.20 36.02 8.75 53.82 9.81 9.63 0.70 7.77 0.61 3.68 26.22 6.04 2.26 20.09 96.44 2.64 4.54 37.71 2.10 4.06 19.25 11.26 34.81 4.72 10.36 25.41 3.80 2.94 101.92 4.30 20.05 10.71 97.39 1.86 74.31 307.00 21.01 146.43 14.09 16.62 23.40 117.10 320.19 14.11 9.91 4.00 14.88 13.23 17.64 9.92 9.71 0.50 60.67 3.79 8.60 10.58 168.67 10.03 8.53 14.41 2.20 8.07 32.78 4.31 22.46 7.35 10.11 113.34 20.81 1.49 3.14 61.64 9.72 15.91 17.72 3.68 7.51 1.25
Cinedigm Cintas CipherMining CipherMiningWt CirrusLogic CiscoSystems CitiTrends CtznCmntyBcp CitizensHolding CitrixSystems CityHolding Clarus ClarusTherap ClarusTherapWt CleanEnerFuels Clearfield ClearsideBiomed CloverHealth ClovisOncology CoastalFinl CocaColaCon Coca-ColaEuro CodexDNA Codexis CodiakBioSci CodorusValleyBncp CogentBio CogentComm Cognex CognitionTherap CognizantTech CognyteSoftware Coherent CoherusBioSci Cohu CoinbaseGlbl CollegiumPharm ColliersIntl Collplant ColonyBankcorp ColumbiaBanking ColumbiaFin ColumbiaSportswr ColumbusMcKinn Comcast A CommerceBcshrs CommVehicle CommScope CommsSystems CmntyTrBcp CommWestBcshs CommVaultSys CompassDigital CompassDigitalAcqn CompassDigitalWt CompoSecure CompoSecureWt Compugen ComputerPrograms ComputerTask comScore ComtechTel Concentrix ConcertPharm Conduent Confluent Conifer ConnectBiopharma ConnectOneBncp Conn's ConsensusCloud ConsldComm ConsldWater ConstructionPtrs ConsumerPtfo ContextLogic Copart CorMedix CorsairGaming Cortexyme Corvel CorvusPharm CoStar Costco Couchbase CoupaSoftware CovenantLogist Covetrus Cowen CrackerBarrel CreditAcceptance CrescentCapBDC CresceraCapAcqnUn Cresud Cricut CrineticsPharm Criteo CrixusBH3 CrixusBH3 A CrixusBH3AcqnWt Crocs Cronos CrossCtyHlthcr CrossFirstBkshs CrowdStrike Crypto1Acqn CueHealth CullinanOncology CumberlandPharm CumulusMedia CureVac Curis Cutera Cvent CVRx CyberArkSoftware CyberOptics CyclerionTherap CymaBayTherap CyrusOne CyteirTherap CytekBiosci Cytokinetics CytomXTherap CyxteraTech CyxteraTechWt
CIDM CTAS CIFR CIFRW CRUS CSCO CTRN CZWI CIZN CTXS CHCO CLAR CRXT CRXTW CLNE CLFD CLSD CLOV CLVS CCB COKE CCEP DNAY CDXS CDAK CVLY COGT CCOI CGNX CGTX CTSH CGNT COHR CHRS COHU COIN COLL CIGI CLGN CBAN COLB CLBK COLM CMCO CMCSA CBSH CVGI COMM JCS CTBI CWBC CVLT CDAQU CDAQ CDAQW CMPO CMPOW CGEN CPSI CTG SCOR CMTL CNXC CNCE CNDT CFLT CNFR CNTB CNOB CONN CCSI CNSL CWCO ROAD CPSS WISH CPRT CRMD CRSR CRTX CRVL CRVS CSGP COST BASE COUP CVLG CVET COWN CBRL CACC CCAP CRECU CRESY CRCT CRNX CRTO BHACU BHAC BHACW CROX CRON CCRN CFB CRWD DAOOU HLTH CGEM CPIX CMLS CVAC CRIS CUTR CVT CVRX CYBR CYBE CYCN CBAY CONE CYT CTKB CYTK CTMX CYXT CYXTW
7.38 40.50 4.95 47.05 70.00 15.23 10.28
1.35 20.94 1.63 28.53 34.46 1.87 10.01
DBV Tech DiceTherap DIRTT Envl DISH Network DMC Global D-MarketElec DPCapAcqnI
DBVT DICE DRTT DISH BOOM HEPS DPCSU
... .9 ... ... ... 2.3 ... 1.7 5.2 1.5 3.0 .4 ... ... ... ... ... ... ... ... .2 2.9 ... ... ... 2.8 ... 4.3 .3 ... 1.1 ... ... ... ... ... ... .2 ... 2.4 3.6 ... 1.1 .5 2.0 1.5 ... ... .0 3.7 2.1 ... ... ... ... ... ... ... ... ... ... 1.7 .6 ... ... ... ... ... 1.6 ... ... ... 3.1 ... ... ... ... ... ... ... ... ... ... .6 ... ... ... ... 1.1 3.7 ... 9.3 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... 2.3 ... ... ... ... ... ...
dd 41 dd ... 23 24 12 8 13 38 15 48 7 ... dd 56 dd dd dd 25 24 35 dd dd dd 13 dd cc 47 dd 25 cc dd dd 11 22 7 dd dd 9 11 25 22 50 16 16 16 dd 5 9 9 cc ... ... ... dd ... dd 27 21 dd cc 27 dd dd dd 8 ... 11 5 ... dd cc 76 8 dd 36 dd 18 dd 65 36 cc 49 dd dd 26 dd 4 26 12 5 ... dd 26 dd 23 ... ... ... 11 dd 17 14 dd ... cc dd dd dd ... dd cc dd dd dd 31 dd dd cc dd cc dd dd dd ...
1.19 439.55 4.62 1.16 91.94 63.62 92.66 13.73 18.35 95.73 81.22 27.75 2.50 .26 6.26 81.80 2.76 3.84 2.85 49.78 616.90 55.54 10.98 31.58 11.00 21.55 8.56 73.60 77.89 6.02 88.94 15.52 265.92 16.74 38.01 256.79 19.31 148.04 16.95 16.77 32.95 20.90 97.90 46.13 50.59 68.92 8.00 11.03 2.33 43.30 13.30 69.28 9.96 9.66 .70 7.80 1.40 4.39 29.49 9.76 3.33 23.46 179.15 3.24 5.34 77.36 2.35 5.04 32.54 22.62 58.78 7.60 10.87 29.52 10.83 3.22 151.08 4.72 21.64 12.82 209.38 2.46 80.17 563.91 24.77 161.93 26.31 20.00 36.39 129.29 669.00 17.66 9.99 4.77 22.08 28.03 39.12 10.03 9.80 .50 128.37 4.01 27.72 15.55 208.95 10.09 12.80 15.70 4.69 11.31 36.12 4.77 39.26 9.39 11.83 176.78 44.38 1.61 3.30 90.18 10.99 16.63 45.60 4.40 12.40 3.26
–0.08 +4.55 –0.59 –0.22 +0.48 +1.34 +16.30 –0.02 +0.54 –2.15 +0.04 +1.08 –0.71 –0.06 –0.30 +3.26 –0.19 –0.36 –0.32 –2.25 +23.40 +0.31 +4.67 –1.82 –1.02 –0.06 –0.16 +0.04 +0.27 –0.14 +2.65 +0.58 +0.42 –1.04 ... –11.36 –0.15 +2.45 +3.73 –0.03 +0.61 +0.21 +4.14 +0.81 +0.56 +0.81 +0.45 +0.20 –0.14 +0.05 –0.15 +1.14 +0.02 ... –0.05 –2.28 –0.31 –0.17 +0.24 +0.56 –0.12 –0.70 +2.00 –0.15 –0.02 +5.59 +0.13 +0.44 +0.40 +2.37 +0.25 –0.26 –0.15 +0.18 +1.89 –0.36 +4.90 –0.26 –0.74 –0.46 +11.09 –0.27 +0.23 +13.54 +1.63 +2.49 +2.23 +0.20 –0.02 +1.20 –11.00 –0.32 +0.02 +0.02 –1.38 +1.52 +2.06 +0.10 +0.08 –0.02 +4.84 –0.25 +0.43 +0.19 –2.57 +0.02 –0.05 –1.00 –0.43 +0.31 –0.68 –0.41 –0.03 +1.54 –0.35 +5.43 –0.48 –0.14 –0.21 +0.45 +0.31 –0.63 +0.94 +0.18 +0.32 +0.09
... .95 ... ... ... .37 ... .23 .24 .37 .60 .025 ... ... ... ... ... ... ... ... .25 1.62 ... ... ... .15 ... .83 .065 ... .24 ... ... ... ... ... ... .15 ... .1025 .30 ... .26 .06 .25 .2625 ... ... 3.50 .40 .07 ... ... ... ... ... ... ... ... ... ... .10 .25 ... ... ... ... ... .13 ... ... ... .085 ... ... ... ... ... ... ... ... ... ... .79 ... ... ... ... .10 1.30 ... .05 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... .52 ... ... ... ... ... ...
... ... ... ... ... ... ...
... ... dd 8 cc dd ...
1.67 25.16 1.89 32.85 40.34 1.90 10.12
–0.02 +1.74 +0.03 –0.02 –0.48 –0.15 +0.11
... ... ... ... ... ... ...
D
January 3, 2022
BARRON’S
45
Nasdaq Issues
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
52-Week High Low Name
Tick Div Sym Yld P/E Last Chg. Amt.
36.26 50.50 7.23 12.64 199.68 51.73 7.45 4.47 28.70 24.39 58.12 10.05 0.37 50.30 86.06 69.54 91.39 50.50 8.99 5.60 659.45 234.84 117.71 25.63 53.74 10.29 143.53 175.00 79.22 38.35 113.98 150.72 78.14 66.70 18.61 5.58 6.98 73.43 92.75 314.76 8.07 149.37 98.35 16.48 16.36 20.89 122.96 18.50 20.54 74.38 36.60 35.56 33.00 59.40 20.78 205.00 32.32
21.49 11.75 4.55 5.76 69.73 26.80 2.14 1.83 15.16 4.50 7.63 9.70 0.15 24.66 41.10 48.13 56.55 12.52 0.25 2.86 318.45 138.69 47.56 16.33 22.11 10.09 9.98 9.84 0.40 23.45 68.01 27.19 21.66 20.86 12.05 2.35 2.26 29.57 37.21 131.51 1.30 84.26 44.54 13.35 11.81 10.91 86.22 14.15 1.98 25.80 15.25 22.26 21.57 26.86 10.31 94.51 11.57
DXP Ents DadaNexus Daktronics DallasNews Datadog Dave&Buster's DAVIDsTEA DawsonGeophys DayOneBiopharm DecibelTherap DecipheraPharm DeepMedicineAcqn DeepMedicineAcqnRt DefinitiveHlthcr DenaliTherap DentsplySirona Descartes DesignTherap DestinationXL Deswell DexCom DiamondHillInvt DiamondbkEner DigiIntl Digimarc DigitalHealth DigitalWorldAcqn DigitalWorldA DigitalWorldWt DimeCommBcshs Diodes DiscoveryB DiscoveryA DiscoveryC Diversey DiversifiedHlthcr DixieGroup dLocal Docebo DocuSign Dogness DollarTree Domo DonegalGroup A DonegalGroup B DorchesterMnls DormanProducts DoubleDown DouYuIntl DraftKings DreamFinders DrivenBrands Dropbox DuckCreekTech DuluthHoldings Duolingo DyneTherap
DXPE DADA DAKT DALN DDOG PLAY DTEA DWSN DAWN DBTX DCPH DMAQ DMAQR DH DNLI XRAY DSGX DSGN DXLG DSWL DXCM DHIL FANG DGII DMRC DHACU DWACU DWAC DWACW DCOM DIOD DISCB DISCA DISCK DSEY DHC DXYN DLO DCBO DOCU DOGZ DLTR DOMO DGICA DGICB DMLP DORM DDI DOYU DKNG DFH DRVN DBX DCT DLTH DUOL DYN
3.23 10.68 10.38 10.19 0.65 18.23 31.99 26.13 56.47 58.25 76.75 87.77 23.03 33.96 13.70 81.19 64.14 30.90 40.49 99.95 19.50 129.80 93.19 13.49 28.28 21.96 177.71 14.98 4.00 3.63 150.30 16.22 29.69 4.98 10.49 2.40 10.87 10.55 24.00 102.00 61.67 151.64 10.89 10.23 24.99 13.11 3.40 39.48 27.65 282.46 98.66 269.12 3.88 158.00 46.48 52.00 10.80 10.03 0.70 8.88 36.85 12.69 69.74 6.80 11.10 10.89 11.33 885.26 36.00 24.47 266.77 13.00 25.72 39.49 10.30 307.75
0.37 5.00 10.04 9.85 0.46 14.01 20.07 20.00 18.41 36.48 4.49 50.37 15.49 22.23 0.84 50.00 22.39 20.51 13.19 26.69 7.50 13.90 21.00 5.01 10.93 12.06 122.85 6.10 1.03 0.57 120.08 4.15 8.16 0.57 6.91 0.86 4.53 9.95 18.76 40.37 29.21 56.27 1.94 10.08 13.16 3.76 0.36 11.65 2.81 108.88 68.29 194.21 1.76 93.50 25.25 33.28 10.02 9.80 0.40 2.78 13.27 2.51 40.84 3.41 5.55 0.90 3.91 586.73 20.95 11.87 168.87 2.09 14.80 4.70 3.54 153.80
ECMOHO EDAP TMS EsgenAcqn EsgenAcqnA EsgenAcqnWt ESSA Bancorp EVO Payments EagleBncpMT EagleBulkShip EaglePharm Eargo EastWestBncp EasternBankshares Eastern EbangIntl eBay Ebix EchoStar EdgewiseTherap EditasMedicine EducDev EHang eHealth EigerBioPharma 89bio ElPolloLoco ElbitSystems ElcLastMile ElcLastMileWt electroCore ElectronicArts ElevationOnc EliemTherap EloxxPharm EmbarkTech EmbarkTechWt Emcore EM Horizon Enact EnantaPharma EncoreCapital EncoreWire EndoIntl EnergemUn EnergyRecovery EnjoyTech EnjoyTechWt Enovix EnovixWt EnphaseEnergy EnsignGroup EnstarGroup EntasisTherap Entegris EnterpriseBncp EnterpriseFinSvcs Ent4.0TechAcqn Ent4.0TechAcqnA Ent4.0TechAcqnWt EnthusiastGaming EntradaTherap Epizyme ePlus EpsilonEnergy EQRx EQRxWt Equillium Equinix EquityBcshs Erasca ErieIndemnity A ErytechPharma Escalade EsperionTherap EtonPharm Etsy
MOHO EDAP ESACU ESAC ESACW ESSA EVOP EBMT EGLE EGRX EAR EWBC EBC EML EBON EBAY EBIX SATS EWTX EDIT EDUC EH EHTH EIGR ETNB LOCO ESLT ELMS ELMSW ECOR EA ELEV ELYM ELOX EMBK EMBKW EMKR HORIU ACT ENTA ECPG WIRE ENDP ENCPU ERII ENJY ENJYW ENVX ENVXW ENPH ENSG ESGR ETTX ENTG EBTC EFSC ENTFU ENTF ENTFW EGLX TRDA EPZM PLUS EPSN EQRX EQRXW EQ EQIX EQBK ERAS ERIE ERYP ESCA ESPR ETON ETSY
... ... ... 8.8 ... ... ... ... ... ... ... ... ... ... ... .8 ... ... ... 5.1 ... 2.1 1.9 ... ... ... ... ... ... 2.8 ... ... ... ... ... 1.3 ... ... ... ... ... ... ... 4.5 4.2 7.8 ... ... ... ... ... ... ... ... ... ... ...
39 dd 37 dd dd 78 2 dd dd cc dd ... ... dd cc 30 84 dd 10 6 cc 9 56 83 dd ... ... ... ... 18 26 15 13 13 ... dd 8 ... dd dd cc 24 dd 12 13 13 27 9 dd dd 18 cc dd dd 15 dd dd
25.46 13.48 4.99 7.26 178.93 38.49 3.07 2.30 16.63 4.71 10.07 9.86 .31 27.84 45.05 56.20 82.50 21.29 5.74 3.90 541.31 191.99 107.31 24.97 40.06 10.12 58.25 51.91 14.07 34.74 108.94 28.80 24.45 23.69 13.16 2.97 5.36 35.36 68.96 155.16 8.07 141.27 51.09 14.11 13.47 19.62 111.98 15.50 2.54 28.46 19.39 33.40 24.63 30.22 15.22 110.58 11.95
+0.49 –0.53 –0.09 +0.11 –1.43 –0.98 –0.28 +0.01 +0.80 +0.13 –0.39 +0.01 +0.01 –0.51 –2.40 +0.77 +1.60 +2.92 +0.13 –0.10 –30.70 –1.84 +1.37 +0.14 –2.84 –0.06 –3.94 –1.19 –1.43 +0.31 +1.40 –1.70 +0.03 +0.12 ... +0.30 –0.27 –0.24 +0.87 –1.85 +0.42 +4.27 +0.45 –0.13 +0.27 +0.89 +5.56 +1.06 –0.01 –0.98 +0.31 +0.10 –0.35 +0.32 +0.08 +1.62 –0.95
... ... ... .16 ... ... ... ... ... ... ... ... ... ... ... .11 ... ... ... .10 ... 19.00 .50 ... ... ... ... ... ... .24 ... ... ... ... ... .01 ... ... ... ... ... ... ... .16 .1425 .5076 ... ... ... ... ... ... ... ... ... ... ...
... ... ... ... ... 2.8 ... 2.2 18.1 ... ... 1.7 1.6 1.7 ... 1.1 1.0 ... ... ... 4.4 ... ... ... ... ... 1.1 ... ... ... .5 ... ... ... ... ... ... ... .0 ... ... .1 ... ... ... ... ... ... ... ... .3 ... ... .2 1.6 1.7 ... ... ... ... ... ... ... ... ... ... ... 1.4 .9 ... 2.3 ... 3.6 ... ... ...
dd cc ... ... ... 10 dd 9 7 cc dd 14 46 18 ... 4 13 16 ... dd 7 dd dd dd dd 18 23 dd ... dd 50 dd ... dd 84 ... 10 ... ... dd 6 7 14 ... cc dd ... dd ... cc 25 5 dd 50 13 13 ... ... ... dd ... dd 16 27 ... ... dd cc 9 dd 33 dd 9 dd dd 66
.42 5.30 10.14 9.90 .50 17.25 25.40 23.06 44.17 51.10 5.05 79.02 20.18 25.18 .98 66.78 30.44 26.32 14.81 27.79 9.10 15.37 25.61 5.21 13.58 14.12 173.19 7.00 1.26 .60 134.46 5.76 10.56 .71 8.65 1.93 7.01 10.02 20.55 74.57 60.07 142.31 3.95 10.12 21.34 4.91 .53 26.28 14.71 186.41 83.71 247.48 2.26 138.24 45.18 47.17 10.11 9.87 .52 3.06 18.37 2.65 53.78 5.66 6.57 1.08 4.04 845.49 33.84 15.12 192.87 2.36 15.65 4.96 4.28 222.01
... –0.35 +0.05 –0.29 +0.01 +0.13 +0.57 +0.19 +2.78 –3.62 –0.22 +1.67 +0.02 +0.43 –0.21 +1.89 –0.39 –0.31 –1.22 –2.15 +0.56 –0.19 –1.24 –0.11 +0.27 –0.37 +5.43 +0.21 –0.02 –0.10 +1.92 +0.51 –3.63 –0.04 +0.01 +0.07 –0.17 –0.02 +0.54 –1.79 –0.16 +3.66 –0.30 ... +0.24 +0.33 +0.06 –0.40 –0.42 –1.76 +1.91 –1.43 –0.07 +1.46 –0.86 +0.66 ... –0.08 +0.04 –0.14 +1.35 –0.38 +1.25 +0.39 +0.36 –0.01 –0.45 +26.73 +0.56 +0.60 +2.71 +0.13 –0.04 –0.42 +0.02 –6.08
... ... ... ... ... .12 ... .125 2.00 ... ... .33 .08 .11 ... .18 .075 ... ... ... .10 ... ... ... ... ... .46 ... ... ... .17 ... ... ... ... ... ... ... 1.23 ... ... .02 ... ... ... ... ... ... ... ... .055 ... ... .08 .185 .20 ... ... ... ... ... ... ... ... ... ... ... 2.87 .08 ... 1.11 ... .14 ... ... ...
E
52-Week High Low Name 167.71 34.67 19.93 6.22 178.98 23.41 54.96 14.36 24.34 8.33 10.24 17.38 26.57 24.67 11.03 9.86 0.65 25.77 57.51 145.96 90.00 191.85 137.80 51.06 127.61 30.38 16.61 21.50 8.80
101.18 18.55 5.74 1.90 57.58 14.87 11.73 4.50 7.17 1.46 1.60 3.06 17.07 8.60 10.00 9.67 0.50 15.50 38.35 76.39 22.52 118.30 88.82 32.85 82.13 17.02 6.73 5.81 4.47
EuronetWorldwide EuropeanWax EveloBiosci Ever-Glory Everbridge EverCommerce EverQuote EverspinTech EVgo EVgoWt Evogene Evolus Evotec Exagen ExcelFinAcqn ExcelFinAcqnA ExcelFinAcqnWt Exelixis Exelon ExlService eXpWorld Expedia ExpeditorsIntl Expensify Exponent Exscientia ExtremeNetworks EyePointPharm Ezcorp
Tick Div Sym Yld P/E Last Chg. Amt. EEFT EWCZ EVLO EVK EVBG EVCM EVER MRAM EVGO EVGOW EVGN EOLS EVO XGN XFINU XFIN XFINW EXEL EXC EXLS EXPI EXPE EXPD EXFY EXPO EXAI EXTR EYPT EZPW
... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... 2.7 ... .5 ... .9 ... .7 ... ... ... ...
44 cc dd 27 dd dd dd dd dd ... dd dd 7 dd ... ... ... 37 34 42 73 dd 20 cc 60 dd 90 dd 47
119.14 29.86 6.27 2.60 67.58 15.91 16.14 11.08 10.21 2.80 1.66 6.50 23.71 10.99 10.15 9.86 .58 18.63 57.35 144.72 34.26 181.47 133.40 42.42 116.01 19.18 15.87 12.72 7.31
+0.50 +0.61 –0.52 +0.15 –1.55 –0.87 +0.34 –0.02 –0.26 –0.17 –0.05 –0.46 +1.09 –0.03 –0.05 ... ... –0.65 +2.86 +4.90 –1.73 –2.31 +2.64 +5.49 +2.06 –0.36 +0.87 –0.83 +0.21
... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... .3825 ... .04 ... .58 ... .20 ... ... ... ...
F 97.88 249.00 9.99 65.00 10.00 10.16 15.46 9.80 18.80 20.75 13.08 64.75 10.20 9.76 0.47 121.16 8.80 57.21 69.45 7.71 18.52 45.92 79.00 33.65 10.40 22.50 11.14 0.51 14.60 24.73 50.92 32.63 42.89 15.90 28.60 31.89 915.40 36.73 26.13 4.89 26.62 55.00 47.00 17.25 29.41 23.06 30.80 47.74 51.24 50.65 45.84 24.28 20.26 123.13 51.20 20.50 25.46 32.00 97.04 7.37 202.78 127.34 237.86 211.68 33.98 20.04 51.13 39.40 8.50 7.51 25.22 57.41 69.13 10.26 10.42 0.55 25.10 10.10 42.88 52.39 142.00 60.90 24.01 371.77 10.14 9.98 0.46 123.36 28.60 19.47 10.42 10.00 1.25 55.11 15.50 1.76 44.80 42.14 190.29 55.10 96.95 18.78 8.63 13.06
63.29 173.41 3.15 43.00 9.95 9.98 6.22 0.44 6.57 4.51 4.32 43.37 9.95 9.70 0.35 43.60 1.36 9.88 43.69 2.31 8.95 26.83 43.79 21.76 10.14 8.77 10.00 0.32 11.90 16.39 32.47 23.40 29.17 8.78 20.58 17.56 558.44 21.26 14.65 3.25 17.18 35.17 37.70 11.25 19.55 13.94 23.14 27.33 37.23 33.98 31.77 15.54 13.70 67.71 38.73 15.30 14.90 17.30 54.85 3.86 132.13 92.06 164.33 122.33 21.91 15.51 22.82 27.48 1.69 3.59 15.94 27.63 40.93 10.05 9.68 0.45 8.01 9.95 12.50 32.69 79.25 36.41 16.58 137.31 10.03 9.88 0.39 70.93 8.43 12.62 10.00 9.79 0.50 18.57 5.15 0.45 28.46 28.15 101.82 28.67 67.68 1.91 2.18 8.82
FARO Tech F5 FGFinancial FRP Holdings FTACEmeraldAcqn FTACZeusAcqnUn FTC Solar FangddNetwork Fanhua FaradayFuture FarmerBros Fastenal FatProjectsAcqn FatProjectsAcqn FatProjectsAcqnWt FateTherap FedNat FibroGen FidelityD&D FieldTripHealth FiestaRestaurant FifthThirdBncp 51job FinInstitutions FinStrategies FinchTherap FinnovateAcqn FinnovateAcqnWt FinWiseBancorp FirstAdvantage FirstBancorpNC FirstBancorp FirstBancshares FirstBank FirstBusey FirstBusFinSvcs FirstCitizBcshA FstCmntyBcsh 1stConstBncp FirstEagleAltCap FirstFinBncpOH FirstFinBkshs FirstFinIN FirstFinNW FirstFoundation FirstGuarBcshs FirstHawaiian FirstInternetBncp FirstInterBanc FirstMerchants FirstMidBcshs FirstMidwestBncp FirstNWBncp FirstSolar 1stSource FirstUnited FirstWatchRest FirstWesternFin FirstCash FirsthandTechVal FirstService Fiserv FiveBelow Five9 FiveStarBncp Flex Flexsteel FluenceEnergy Fluent Fluidigm FlushingFin Flywire FocusFinPtrs FocusImpact FocusImpactAcqn FocusImpactAcqnWt FoghornTherap ForbionEuro FormaTherap FormFactor FormulaSys ForresterRes Forterra Fortinet FortuneRise FortuneRiseA FortuneRiseWt ForwardAir Fossil FosterLB FounderSPAC FounderSpacA FounderSpacWt 4D Molecular 4Dpharma 4DpharmaWt FoxA FoxB FoxFactory Franchise FranklinElec FreelineTherap FreightCarAmer FrequencyElec
FARO FFIV FGF FRPH EMLDU ZINGU FTCI DUO FANH FFIE FARM FAST FATPU FATP FATPW FATE FNHC FGEN FDBC FTRP FRGI FITB JOBS FISI FXCOU FNCH FNVTU FNVTW FINW FA FBNC FNLC FBMS FRBA BUSE FBIZ FCNCA FCBC FCCY FCRD FFBC FFIN THFF FFNW FFWM FGBI FHB INBK FIBK FRME FMBH FMBI FNWB FSLR SRCE FUNC FWRG MYFW FCFS SVVC FSV FISV FIVE FIVN FSBC FLEX FLXS FLNC FLNT FLDM FFIC FLYW FOCS FIACU FIAC FIACW FHTX FRBNU FMTX FORM FORTY FORR FRTA FTNT FRLAU FRLA FRLAW FWRD FOSL FSTR FOUNU FOUN FOUNW FDMT LBPS LBPSW FOXA FOX FOXF FRG FELE FRLN RAIL FEIM
... ... ... ... ... ... ... ... 9.6 ... ... 1.8 ... ... ... ... ... ... 2.2 ... ... 2.8 ... 3.4 ... ... ... ... ... ... 1.8 4.1 1.7 1.7 3.4 2.5 .2 3.2 1.6 8.9 3.8 1.2 2.3 2.7 1.4 3.1 3.8 .5 4.0 2.8 2.1 2.7 1.4 ... 2.5 3.2 ... ... 1.6 ... .4 ... ... ... 2.0 ... 2.2 ... ... ... 3.5 ... ... ... ... ... ... ... ... ... .9 ... ... ... ... ... ... .7 ... ... ... ... ... ... ... ... 1.3 1.4 ... 4.8 .7 ... ... ...
66 46 dd 18 ... ... dd dd 9 dd dd 41 ... ... ... dd dd dd 14 dd dd 12 35 7 ... ... ... ... ... dd 12 10 13 8 12 8 15 11 12 7 11 32 10 13 10 9 13 10 13 11 16 13 14 21 11 8 ... 10 24 8 69 54 44 dd ... 9 8 ... dd dd 11 dd cc ... ... ... dd ... dd 47 37 60 15 cc ... ... ... 81 cc 24 ... ... ... dd dd ... 13 12 45 10 32 ... dd dd
69.95 245.40 3.65 57.38 9.97 10.03 7.49 .49 7.09 5.17 7.33 63.81 10.07 9.74 .37 60.07 1.40 14.12 58.79 2.59 11.04 43.60 48.94 31.85 10.31 10.17 10.13 .39 13.48 18.80 45.59 31.21 38.74 14.40 27.03 28.95 811.02 33.28 25.52 4.48 24.29 51.19 45.16 16.07 25.09 20.38 27.06 47.04 40.60 41.49 42.65 20.61 20.25 88.04 48.69 18.55 16.59 30.00 74.55 4.08 196.34 104.52 206.36 139.64 29.56 18.39 26.95 34.39 2.08 3.75 24.31 37.72 59.92 10.07 9.87 .52 22.24 10.04 14.44 45.57 122.00 59.35 23.87 359.78 10.12 9.94 .39 120.28 10.33 13.61 10.35 9.95 .74 21.87 5.30 .59 37.53 34.75 167.71 52.55 93.74 2.00 3.74 9.81
–0.36 +10.56 –0.56 –0.09 +0.01 –0.01 –0.03 –0.03 –0.16 +0.05 +0.62 +1.22 –0.01 –0.01 ... –4.27 –0.13 –1.27 +0.19 –0.03 –0.20 +0.53 +1.34 +0.05 +0.06 –0.62 +0.13 +0.03 +0.06 +0.64 +0.47 +0.56 +0.16 +0.16 +0.04 +0.15 –53.33 –0.20 +0.17 –0.18 +0.10 +0.97 +0.14 –0.27 +0.20 –0.28 +0.15 +2.40 +1.49 +0.30 +0.06 +0.47 +0.15 +0.67 +0.29 –0.13 +0.62 –0.19 +4.65 –0.08 +3.63 –1.02 +12.80 –0.29 +0.56 +0.62 +1.25 –0.98 –0.19 –0.05 +0.15 +1.19 +0.42 +0.01 –0.03 +0.04 +1.04 –0.04 –0.41 +1.06 +2.11 +0.65 –0.01 +10.76 +0.05 ... ... +3.68 +0.16 +0.51 +0.05 ... –0.01 –0.86 –0.45 ... +0.25 +0.24 +4.02 –0.46 +2.32 –0.13 –0.19 +0.48
... ... ... ... ... ... ... ... .15 ... ... .28 ... ... ... ... ... ... .33 ... ... .30 ... .27 ... ... ... ... ... ... .20 .32 .16 .06 .23 .18 .47 .27 .10 .10 .23 .15 .10 .11 .09 .16 .26 .06 .41 .29 .22 .14 .07 ... .31 .15 ... ... .30 ... .1825 ... ... ... .15 ... .15 ... ... ... .21 ... ... ... ... ... ... ... ... ... .7812 ... ... ... ... ... ... .21 ... ... ... ... ... ... ... ... .24 .24 ... .625 .175 ... ... ...
52-Week High Low Name
Tick Div Sym Yld P/E Last Chg. Amt.
58.37 186.98 53.36 58.94 35.15 22.70 29.44 33.10 189.89 18.41 27.20 25.87 13.30 204.25
4.68 83.15 23.19 32.06 23.24 12.62 4.83 6.85 50.25 12.41 9.89 7.75 4.42 34.11
FrequencyTherap Freshpet FreshworksA Frontdoor FrontierComms Frontier FuelCell FulcrumTherap FulgentGenetics FultonFin Funko FusionFuelGreen FusionPharm Futu
FREQ FRPT FRSH FTDR FYBR ULCC FCEL FULC FLGT FULT FNKO HTOO FUSN FUTU
9.63 13.99 2.39 116.76 30.43 37.07 223.00 8.30 15.06 17.93 113.71 16.41 12.99 16.97 10.20 15.00 51.46 10.07 8.90 19.09 15.75 41.86 10.10 31.54 7.19 49.07 37.90 89.59 12.40 51.11 2.36 10.20 10.50 0.94 4.32 103.02 35.80 22.69 74.12 137.00 12.58 25.70 17.15 33.96 52.49 83.77 31.98 0.65 10.40 10.30 21.25 28.68 73.25 10.53 9.86 0.30 0.29 4.40 19.49 16.37 15.12 54.86 23.41 12.17 16.22 59.67 24.89 181.30 13.79 14.30 18.11 33.70 115.96 34.00 35.18 4.07 4.85 16.28 60.55 44.27 16.02 10.29 519.04 8.73 9.71 12.63 20.49 19.49 35.20 46.58 64.69 10.11 60.53 41.28 33.69 181.07 5.30 7.74
1.26 9.72 1.01 41.44 12.38 9.75 64.14 4.45 7.73 5.25 46.41 2.22 1.19 6.56 10.06 2.10 39.08 10.02 4.20 2.28 10.84 5.50 9.97 5.68 3.01 30.10 30.40 60.89 6.41 32.21 1.19 9.86 9.71 0.50 1.14 60.28 22.70 6.43 56.56 70.00 8.60 17.46 9.91 14.19 24.61 24.22 23.97 0.42 9.98 9.69 14.38 19.52 44.48 10.10 9.77 0.22 0.20 1.43 9.18 3.28 9.26 16.51 9.36 4.58 13.78 26.66 10.02 78.86 7.02 7.04 5.91 5.54 70.00 8.11 1.71 3.00 1.72 12.87 47.22 12.75 7.70 9.91 12.70 0.89 6.60 4.42 10.10 3.90 3.82 21.01 19.00 9.95 44.86 27.23 16.85 85.41 3.03 3.80
GBS GCM Grosvenor GCMGrosvenorWt GDS Holdings GH Research G1Therapeutics GRAVITY GSI Tech Gaia GainTherap Galapagos Galecto GaleraTherap Gambling.com Games&EsportsExper GamidaCell Gaming&Leisure GardinerHlthcr GarrettMotion GeminiTherap GencorIndustries GenerationBio GenesisGrowth Genetron Genfit Genmab Gentex Gentherm GeospaceTech GermanAmerBncp Geron GesherIAcqn GesherIAcqnA GesherIAcqnWt GetnetAdquirencia GibraltarInds GIIIApparel GilatSatellite GileadSciences GitLab GladstoneCap GladstoneComm GladstoneInvt GladstoneLand GlbBloodTherap Global-EOnline GlobalIndemnity GlblTechAcqnIWt GlblTechAcqnI GlblTechAcqnI GlobalWaterRscs GlbXBlockchain&Bit GlobalFoundries GlobalinkInvt GlobalinkInvt GlobalinkInvtRt GlobalinkInvtWt GlycoMimetics Gogo GoHealth GolarLNG GoldenEnt GoldenNugget GoldenOcean GolubCapital GoodRx Goodyear GooseheadIns GoPro GossamerBio Grab GracellBiotech GrandCanyonEduc GraphiteBio GraybugVision GreatElmCap GreatElm GreatLakesDredge GreatSouthernBncp GreenPlains GreenPlainsPtrs GreenVisorI GreenidgeGen Greenlane GreenlightCapRe GreenSky Grifols GrindrodShipping Gritstone GroceryOutlet Groupon GrowthforGood GrAeroportuario GuarantyBcshrs GuarFedBcsh GuardantHealth GulfIslandFab Gulf Resources
GBS GCMG GCMGW GDS GHRS GTHX GRVY GSIT GAIA GANX GLPG GLTO GRTX GAMB GEEXU GMDA GLPI GDNRU GTX GMTX GENC GBIO GGAAU GTH GNFT GMAB GNTX THRM GEOS GABC GERN GIACU GIAC GIACW GET ROCK GIII GILT GILD GTLB GLAD GOOD GAIN LAND GBT GLBE GBLI GTACW GTACU GTAC GWRS BITS GFS GLLIU GLLI GLLIR GLLIW GLYC GOGO GOCO GLNG GDEN GNOG GOGL GBDC GDRX GT GSHD GPRO GOSS GRAB GRCL LOPE GRPH GRAY GECC GEG GLDD GSBC GPRE GPP GVCIU GREE GNLN GLRE GSKY GRFS GRIN GRTS GO GRPN GFGDU OMAB GNTY GFED GH GIFI GURE
50.69 19.44 7.78 25.61 20.00 43.94 23.30 66.60 48.88 5.70 56.40 116.00 53.61 24.89 15.49 12.22 45.20 25.24
26.36 14.18 2.31 17.20 2.33 23.67 13.06 10.73 35.57 3.13 31.79 74.11 32.52 11.11 10.43 6.69 25.09 5.53
H&E Equipment HBT Finl HCW Biologics HMN Fin Hookipa HUTCHMED(China) HackettGroup HailiangEduc HainCelestial HallmarkFin HalozymeTherap HamiltonLane HancockWhitney HanmiFinancial HarborOneBncp Harmonic HarmonyBio HarpoonTherap
HEES HBT HCWB HMNF HOOK HCM HCKT HLG HAIN HALL HALO HLNE HWC HAFC HONE HLIT HRMY HARP
... ... ... ... ... ... ... ... ... 3.3 ... ... ... ...
dd dd dd 26 2 dd dd dd 5 11 18 ... dd 17
5.50 96.07 26.15 36.51 29.91 13.62 5.33 17.05 101.64 16.98 19.01 8.24 4.49 43.02
+0.06 ... +2.94 ... –1.79 ... +0.93 ... +0.55 ... –0.67 ... –1.13 ... –1.05 ... +1.43 ... +0.04 .14 +0.34 ... –0.32 ... –0.49 ... +2.12 ...
... 3.2 ... ... ... ... ... ... ... ... ... ... ... ... ... ... 5.5 ... ... ... ... ... ... ... ... ... 1.4 ... ... 2.2 ... ... ... ... ... ... ... 13.8 3.9 ... 6.8 5.9 5.3 1.6 ... ... 4.0 ... ... ... 1.7 ... ... ... ... ... ... ... ... ... ... ... ... 23.6 7.8 ... ... .0 ... ... ... ... ... ... ... 12.7 ... ... 2.4 ... 12.1 ... ... ... ... ... 3.1 17.1 ... ... ... ... ... 2.1 1.9 ... ... ...
dd dd ... dd ... dd 7 dd 88 dd dd dd dd ... ... dd 19 ... 12 dd 29 dd ... dd dd 57 20 27 dd 12 dd ... ... ... ... 38 8 7 13 dd 5 cc 5 dd dd ... 77 ... ... ... cc ... ... ... ... ... ... dd dd dd 3 13 dd 5 8 dd 20 cc 5 dd dd dd 15 dd dd 40 dd 29 11 dd 8 ... dd dd 8 20 10 dd dd 35 8 ... 25 11 16 dd dd cc
1.52 10.36 1.45 46.90 22.19 10.46 69.98 4.59 8.74 5.30 55.48 3.28 4.54 10.30 10.11 2.53 48.51 10.05 7.81 3.02 11.58 7.13 10.03 6.07 4.94 39.86 34.74 86.56 6.72 38.83 1.25 10.04 9.78 .60 1.37 66.97 27.63 7.18 73.36 89.21 11.45 25.52 16.89 33.26 29.86 63.45 25.10 .65 10.10 9.77 16.97 20.01 64.49 10.20 9.82 .23 .21 1.46 13.65 3.77 12.25 50.57 10.31 9.04 15.36 33.12 21.18 128.66 10.48 11.28 7.15 6.36 85.79 12.45 1.75 3.14 2.13 15.75 59.05 34.81 14.37 10.22 16.90 .94 7.83 11.43 11.38 16.80 13.00 28.25 24.34 10.01 53.47 37.56 32.41 100.23 3.97 4.36
–0.09 +0.27 ... –0.19 –1.52 –0.84 +0.27 –0.10 –0.29 –0.40 –0.46 –0.01 –0.18 –0.41 –0.04 +0.13 +2.01 +0.02 +0.31 +0.11 –0.02 –1.07 –0.02 –0.68 –0.46 +0.17 +0.61 +4.13 –0.48 –0.32 –0.12 +0.03 ... +0.02 –0.03 +0.19 +0.46 –0.25 +0.88 –5.06 +0.30 +1.04 +0.32 +1.61 –2.53 +2.59 +0.04 +0.17 +0.12 ... –0.04 –2.08 +2.78 –0.02 –0.03 –0.07 –0.05 –0.14 –0.19 –0.13 –0.39 +0.18 –0.38 +0.40 +0.09 –0.45 +0.11 –9.43 –0.30 –0.36 –0.20 –0.08 +0.49 +0.88 –0.30 +0.03 +0.06 –0.09 +0.19 –0.96 –0.01 +0.15 –2.75 –0.08 +0.43 –0.03 +0.19 +1.45 –0.52 +0.20 –1.07 +0.03 +0.52 +0.16 +0.61 +2.75 –0.02 –0.11
... .10 ... ... ... ... ... ... ... ... ... ... ... ... ... ... .24 ... ... ... ... ... ... ... ... ... .12 ... ... .21 ... ... ... ... ... ... ... .63 .71 ... .065 .1253 .075 .0452 ... ... .25 ... ... ... .0246 ... ... ... ... ... ... ... ... ... ... ... ... .85 .30 ... ... 1.63 ... ... ... ... ... ... ... .10 ... ... .36 ... .435 ... ... ... ... ... .4562 .72 ... ... ... ... ... .20 .15 ... ... ...
2.5 3.2 ... ... ... ... 1.9 ... ... ... ... 1.3 2.2 3.4 1.3 ... ... ...
46 9 dd 8 dd ... 26 10 44 13 14 25 10 9 12 cc cc dd
43.75 18.64 2.41 24.62 2.46 35.28 20.67 12.55 42.37 4.35 40.32 104.45 50.01 23.55 14.84 11.77 43.31 7.60
–1.12 –0.02 –0.09 –0.07 –0.05 –0.02 +0.01 –0.93 +0.73 +0.05 +0.08 +0.72 +1.41 +0.75 ... +0.08 –0.59 –0.23
.275 .15 ... ... ... ... .10 ... ... ... ... .35 .27 .20 .05 ... ... ...
G
FIVE-DAY NASDAQ COMPOSITE Big Year: A great year for tech giants neared its end. U.S.-listed China stocks, and Covid plays, fared less well. The Nasdaq Composite Index finished Thursday at 15,742—up 0.6% for the week through Thursday. Friday 15960
H O L I D A Y
15840
H
Monday
15720 (Prev Th’s Close)
15600 10
12
Tuesday
+217.89 2
52-Week High Low Name 12.99 8.90 8.75 104.89 102.95 31.38 40.40 26.06 47.08 68.18 59.50 10.03 35.80 93.32 31.11 20.24 54.04 50.03 265.97 20.99 14.44 12.50 10.36 11.03 0.90 83.45 12.65 36.29 30.86 46.00 23.50 101.65 21.82 8.90 13.46 17.88 424.50 21.24 85.00 43.84 10.19 0.89 13.15 53.83 32.28 15.24 23.88 236.86 42.90 16.61 21.53 19.08 120.54 19.02 17.93 64.53 86.99 30.99 13.85 17.45 5.60 206.84 16.91 38.83 61.99 16.57 95.48 16.61 11.25 19.95 6.05
6.00 2.38 3.87 86.05 79.27 16.84 24.55 17.37 21.98 27.13 35.96 9.96 16.25 36.81 21.49 15.71 36.71 28.44 201.02 8.17 6.71 8.20 9.85 9.59 0.75 60.70 8.55 20.09 20.95 14.15 5.97 45.60 6.00 1.60 9.58 7.01 214.00 11.05 60.10 27.60 9.66 0.47 3.60 32.75 19.08 3.61 7.21 194.55 21.32 10.65 15.22 12.23 70.15 13.16 3.23 32.99 52.35 10.35 1.17 7.08 1.04 133.36 12.42 27.80 44.33 2.63 24.36 6.85 5.15 5.09 0.99
HarrowHealth Harte-Hanks HarvardBioSci Hasbro HashiCorp HawaiianHoldings Hawkins HawthornBcsh HaynesIntl Headhunter HealthCatalyst HealthcareAIAcqn HealthcareSvcs HealthEquity HealthStream HeartlandExp HeartlandFinUSA Heidrick&Strug HelenofTroy HelloGroup HemisphereMedia HennessyAdvsrs HennessyCapVI HennessyCapInvVI HennessyCapInvVIWt HenrySchein HeritageCommerce HeritageCrystal HeritageFin HertzGlobal HertzGlobalWt Hibbett HighPeakEner HighPeakEnerWt HillmanSolns HimaxTechs HinghamSvg HollysysAuto Hologic HomeBancorp HomePlateAcqn HomePlateAcqnWt HomePtCap HomeStreet HomeTrustBcshs HomologyMed Honest Honeywell HookerFurnishings HopeBancorp HorizonBancorp HorizonTechFin HorizonTherap HostHotels HoughtonMifflin Huazhu HubGroup HudsonGlobal HuizeHolding Humacyte HumacyteWt JBHunt HuntingtonBcshs Hurco HuronConsulting Hut8Mining Hydrofarm Hyperfine Hywin HyzonMotors HyzonMotorsWt
179.12 25.50 108.23 282.00 28.00 706.95 56.24 127.11 100.44 85.40 82.48 10.32 17.88 262.55 3.66 35.99 19.32 10.92 9.90 0.54 69.10 63.42 19.10 313.00
119.20 10.77 71.32 183.39 12.45 455.23 41.77 25.46 54.35 41.18 56.30 4.31 6.50 151.27 1.91 17.80 4.96 9.86 9.68 0.38 48.93 30.10 4.02 168.76
IAC/InterActive IBEX ICF Intl ICU Medical IDEAYA Bio IdexxLab IES Holdings IGM Biosci II-VI I-Mab IndusRealty IN8bio IO Biotech IPG Photonics IRSA Prop i3Verticals IVERICbio IX Acqn IXAcqnA IXAcqnWt IcahnEnterprises Ichor iClickInteract Icon
4pm 10
12
2
... ... ... 2.7 ... ... 1.3 2.4 2.2 .9 ... ... 4.7 ... ... .5 2.1 1.4 ... .0 ... 5.0 ... ... ... ... 4.4 ... 3.5 ... ... 1.4 .7 ... ... 1.7 .5 ... ... 2.2 ... ... 3.6 1.9 1.2 ... ... 1.9 3.5 3.8 2.9 7.6 ... ... ... ... ... ... ... ... ... .6 4.0 1.9 ... ... ... ... ... ... ...
dd 5 dd 31 dd dd 18 8 dd 44 dd ... 18 dd cc 18 10 13 28 7 13 10 ... ... ... 18 16 15 9 dd ... 7 cc ... dd 8 13 12 11 7 ... ... 2 10 25 dd dd 27 11 10 10 11 47 dd dd cc 26 36 dd dd ... 32 17 cc 42 18 cc dd ... dd ...
8.71 7.70 7.17 101.02 90.54 18.47 39.92 25.27 40.88 51.71 40.56 10.01 17.40 43.86 26.46 16.93 50.77 43.54 242.92 9.01 7.36 10.90 9.99 9.69 .84 77.95 11.82 31.64 24.34 24.33 15.62 72.00 15.27 5.86 10.68 15.18 415.95 14.24 76.62 41.54 9.74 .54 4.44 51.62 31.13 3.68 8.00 207.11 23.02 14.74 20.80 15.88 108.26 17.55 16.17 37.49 84.16 28.88 1.40 7.28 2.34 203.73 15.43 30.06 50.16 7.72 28.56 7.07 5.68 6.70 1.99
–0.49 –0.47 +0.07 +3.10 +0.72 –0.77 +0.79 +0.27 +0.63 +0.17 +1.08 ... +0.24 –1.04 +0.32 +0.35 +0.35 –0.75 –2.43 –0.04 –0.54 –0.30 ... +0.02 +0.04 +3.02 +0.11 +0.35 +0.30 +0.33 –0.78 +4.06 +0.23 +1.13 +0.18 +2.71 +24.41 +0.59 +0.50 –0.31 +0.03 +0.02 –0.01 +0.22 +0.25 –0.46 –0.07 +1.89 +0.78 +0.22 +0.11 +0.13 –0.25 +0.20 –0.09 +0.24 +3.51 +1.48 –0.01 –0.48 +0.01 +6.50 +0.17 +0.39 +1.26 –1.03 +0.24 –2.12 +0.09 –0.38 –0.01
... ... ... .68 ... ... .13 .15 .22 .55 ... ... .21 ... ... .02 .27 .15 ... .62 ... .1375 ... ... ... ... .13 ... .21 ... ... .25 .025 ... ... .262 .75 ... ... .23 ... ... .04 .25 .09 ... ... .98 .20 .14 .15 .10 ... ... ... ... ... ... ... ... ... .30 .155 .14 ... ... ... ... ... ... ...
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133.03 13.65 103.12 239.24 23.52 661.32 50.33 29.51 68.20 47.88 80.49 4.53 6.68 172.27 2.32 22.74 16.44 9.91 9.70 .43 49.79 45.86 4.57 309.29
+1.22 ... –0.23 ... +2.02 .14 +3.59 ... +0.15 ... +16.30 ... –0.66 ... –0.33 ... +0.21 ... +0.95 ... +1.79 .16 –1.62 ... –1.57 ... +3.37 ... +0.05 ... –0.50 ... –0.56 ... –0.09 ... –0.01 ... +0.04 ... +0.04 2.00 +0.41 ... –0.38 ... +1.36 ...
I IAC IBEX ICFI ICUI IDYA IDXX IESC IGMS IIVI IMAB INDT INAB IOBT IPGP IRCP IIIV ISEE IXAQU IXAQ IXAQW IEP ICHR ICLK ICLR
Thursday
-15.51
-24.65
-89.54 4pm 10
Tick Div Sym Yld P/E Last Chg. Amt. HROW HHS HBIO HAS HCP HA HWKN HWBK HAYN HHR HCAT HAIAU HCSG HQY HSTM HTLD HTLF HSII HELE MOMO HMTV HNNA HCVIU HCVI HCVIW HSIC HTBK HCCI HFWA HTZ HTZWW HIBB HPK HPKEW HLMN HIMX HIFS HOLI HOLX HBCP HPLT HPLTW HMPT HMST HTBI FIXX HNST HON HOFT HOPE HBNC HRZN HZNP HST HMHC HTHT HUBG HSON HUIZ HUMA HUMAW JBHT HBAN HURC HURN HUT HYFM HYPR HYW HYZN HYZNW
Wednesday
12
2
4pm 10
12
52-Week High Low Name
2
4pm 10
12
2
4pm
Tick Div Sym Yld P/E Last Chg. Amt.
49.99 28.24 37.61 555.77 35.68 24.10 10.48 16.64 33.99 28.21 45.42 61.99 10.88 19.00 50.32 5.44 34.75 94.39 127.42 10.08 101.47 99.85 24.73 80.71 28.66 11.10 5.98 6.88 9.70 92.76 47.90 99.27 11.95 11.25 107.73 27.18 10.17 7.94 18.97 82.35 19.00 29.46 21.93 107.86 45.44 29.49 324.81 40.91 77.40 0.60 11.03 10.77 29.68 68.49 202.73 15.45 10.30 10.15 0.60 107.29 82.83 38.94 12.72 85.75 18.03 53.06 28.17 8.46 55.20 28.16 716.86 369.69 19.06 23.69 6.58 10.10 16.35 248.00 64.37 54.21 28.97 286.19 9.71 54.65 28.25 197.40 14.27 16.95 48.92 122.31 29.85
19.14 12.49 9.63 341.03 14.61 2.14 4.36 5.11 15.74 6.96 5.11 26.03 4.72 5.03 6.68 2.20 6.90 39.69 68.44 10.00 61.91 68.14 18.18 60.47 21.01 7.23 1.48 2.23 3.11 41.21 14.27 22.65 3.02 4.81 81.00 3.46 10.02 5.34 10.92 29.28 5.14 5.33 5.29 74.10 22.00 14.42 218.28 20.50 61.85 0.45 9.91 9.72 16.23 47.87 43.86 4.70 10.03 9.86 0.45 58.11 58.84 11.60 2.01 59.93 9.68 35.75 15.92 3.93 28.40 12.47 357.69 227.47 10.52 15.66 4.51 10.00 10.39 140.25 25.04 15.88 3.98 41.66 2.13 32.85 12.50 63.37 8.78 4.77 17.43 59.80 18.26
Icosavax iHeartMedia IkenaOncology Illumina ImagoBioSci Imara iMediaBrands Immersion Immuneering Immunic ImmunityBio Immunocore Immunogen ImmunoPrecise Immunovant Immutep ImpelNeuro Impinj InariMedical InceptionGrowth Incyte IndependentBank IndepBankMI IndependentBank IndLogistics Infinera InfinityPharm InflaRx InfoSvcsGrp InglesMarkets Inhibrx InMode InnatePharma Innodata Innospec InnovAge InnovativeIntl InnovSolSuprt Innoviva Inogen InovioPharma InozymePharma Inseego InsightEnt Insmed InstilBio Insulet Intapp IntegraLifeSci IntegralAcqn1Wt IntegralAcqn1 IntegralAcqnCorp.1 IntegralAd Intel IntelliaTherap Intellicheck IntelligentMed IntelligentMedA IntelligentMedWt InterParfums InteractiveBrkrs InterceptPharm Intercure InterDigital Interface IntlBcshs IntersectENT Intevac Intra-Cellular Intricon Intuit IntuitiveSurgical Inventiva Investar InvestcpCredit InvestcorpEurAcqnI InvestorsBancorp InvestorsTitle IonisPharma IovanceBiotherap iQIYI iRhythmTechs Iridex IridiumComm IrisEnergy iRobot IronwoodPharm IsoPlexis iTeosTherap Itron IturanLocation
ICVX IHRT IKNA ILMN IMGO IMRA IMBI IMMR IMRX IMUX IBRX IMCR IMGN IPA IMVT IMMP IMPL PI NARI IGTAU INCY INDB IBCP IBTX ILPT INFN INFI IFRX III IMKTA INBX INMD IPHA INOD IOSP INNV IOACU ISSC INVA INGN INO INZY INSG NSIT INSM TIL PODD INTA IART INTEW INTEU INTE IAS INTC NTLA IDN IQMDU IQMD IQMDW IPAR IBKR ICPT INCR IDCC TILE IBOC XENT IVAC ITCI IIN INTU ISRG IVA ISTR ICMB IVCBU ISBC ITIC IONS IOVA IQ IRTC IRIX IRDM IREN IRBT IRWD ISO ITOS ITRI ITRN
... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... 2.3 3.5 2.0 5.2 ... ... ... 1.6 .8 ... ... ... ... 1.3 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... 2.7 ... ... ... ... ... .9 .5 ... ... 1.9 .3 2.8 ... ... ... ... .4 ... ... 1.8 12.1 ... 3.7 .9 ... ... ... ... ... ... ... ... ... ... ... ... 3.4
dd dd dd 63 dd dd dd 9 dd dd dd dd dd dd dd dd dd dd cc ... 31 18 8 14 17 dd dd dd 29 7 dd 48 dd cc 24 49 ... 22 6 68 dd dd dd 18 dd dd dd dd 27 ... ... ... dd 10 dd dd ... ... ... 32 24 dd 39 70 18 11 dd dd dd cc 85 78 dd 36 dd ... 12 6 dd dd dd dd dd dd ... 25 4 dd cc cc 17
23.02 21.13 13.21 384.24 23.41 2.27 5.15 5.85 16.12 9.62 6.38 34.10 7.45 5.45 8.36 3.53 8.63 89.78 92.38 10.07 74.11 81.80 23.78 72.40 25.29 9.61 2.34 4.42 7.64 87.12 43.06 70.19 4.68 5.82 90.54 4.94 10.06 6.56 17.42 33.40 5.19 6.95 5.82 105.79 27.32 16.77 269.57 25.46 68.38 .47 10.03 10.20 22.69 51.74 121.24 4.98 10.15 9.87 .53 105.38 80.08 16.31 6.50 71.94 15.90 42.38 27.32 4.80 52.13 16.77 643.36 363.30 13.81 18.26 4.94 10.08 15.14 197.09 30.54 19.42 4.70 117.39 6.21 42.17 16.87 67.83 11.70 9.38 47.75 67.78 26.37
15.54 181.71 108.29 17.50
4.72 134.68 61.65 8.51
JakksPacific JAKK ... dd 10.40 J&JSnackFoods JJSF 1.6 55 158.28 JD.com JD ... 29 70.40 Joann JOAN 3.8 5 10.64
–0.12 +0.15 –1.63 +1.95 +0.52 –0.22 –0.15 –0.25 –4.38 –0.28 –0.77 –1.34 –0.05 +0.09 +0.40 +0.07 –1.30 –0.45 +2.89 –0.01 +0.64 +1.97 +0.50 +0.65 +1.28 +0.06 –0.21 –0.23 –0.04 –0.03 –1.41 –1.88 –0.49 +0.07 +1.02 –0.37 +0.02 +0.11 –0.17 +0.75 –0.89 –0.19 –0.50 +2.57 –0.96 +0.64 –3.69 +0.47 +0.10 –0.03 –0.01 +0.40 +0.82 +0.43 –5.57 –0.19 +0.06 ... ... +3.24 +0.08 –1.56 –0.70 –0.68 +0.11 +1.08 +0.10 +0.23 +0.48 +1.62 +7.65 –0.64 +0.10 +0.51 +0.08 ... +0.25 +2.87 –2.17 –0.74 –0.21 –1.42 –0.01 –0.12 –0.29 –1.11 –0.17 +1.33 +0.83 +1.19 +0.37
... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... .48 .21 .36 .33 ... ... ... .03 .165 ... ... ... ... .59 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... .3475 ... ... ... ... ... .25 .10 ... ... .35 .01 .60 ... ... ... ... .68 ... ... .08 .15 ... .14 18.00 ... ... ... ... ... ... ... ... ... ... ... ... .14
J –0.19 ... +2.33 .633 +1.75 ... +0.53 .10
46
BARRON’S
January 3, 2022
Nasdaq Issues 52-Week High Low Name
Tick Div Sym Yld P/E Last Chg. Amt.
148.88 179.98 124.53 56.10 49.27 37.99 189.00 21.96 71.78 14.95 154.18 14.84 10.09 19.84
39.11 141.65 77.13 24.43 27.77 14.39 117.64 12.86 27.65 2.10 91.83 5.03 10.01 10.16
Joyy JackHenry JackintheBox JamesRiver JamfHolding JanuxTherapeutics JazzPharma JetBlue JFrog Jiayin JohnsonOutdoors JounceTherap JupiterWellness JustEatTakeaway
YY JKHY JACK JRVR JAMF JANX JAZZ JBLU FROG JFIN JOUT JNCE JWACU GRUB
442.44 18.97 15.29 10.15 141.07 9.97 20.50 14.00 45.00 8.16 10.98 44.96 25.91 161.98 18.00 19.65 5.87 13.88 26.98 60.00 18.15 8.16 75.99 37.11 14.99 9.48 16.98 81.47 30.61 14.86 74.67 24.70 41.00 245.17 34.45 36.67 171.21 181.38 44.95 34.11 21.69 33.39 102.99 75.29 40.01 81.47 87.85
255.56 2.94 8.67 10.04 84.78 1.11 2.46 3.42 11.99 5.11 3.09 27.90 15.56 94.84 4.42 2.63 0.44 8.94 15.89 16.63 5.08 6.15 28.50 30.28 11.00 5.95 4.61 41.93 15.70 9.80 13.70 10.30 15.89 153.12 13.21 16.77 73.19 79.76 31.60 18.83 12.63 11.03 38.86 31.24 12.02 17.55 29.93
KLA KLX Energy KVH Inds KairousAcqnUn KaiserAlum KalaPharm KaleidoBiosci Kaltura KalVistaPharm Kamada KandiTech Kanzhun KaratPkg KarunaTherap KaryopharmTherap Katapult KatapultWt KearnyFinancial KellyServices A KellyServices B KemPharm KY FirstFedBncp KerosTherap KeurigDrPepper KewauneeSci KeyTronic KezarLifeSci Kforce KimballElec KimballIntl B KingsoftCloud KiniksaPharm KinnateBio KinsaleCapital Kirkland's KnowBe4 KodiakSciences KornitDigital KraftHeinz KratosDefense KrispyKreme KronosBio KrystalBiotech Kulicke&Soffa KuraOncology KuraSushiUSA KymeraTherap
KLAC KLXE KVHI KACLU KALU KALA KLDO KLTR KALV KMDA KNDI BZ KRT KRTX KPTI KPLT KPLTW KRNY KELYA KELYB KMPH KFFB KROS KDP KEQU KTCC KZR KFRC KE KBAL KC KNSA KNTE KNSL KIRK KNBE KOD KRNT KHC KTOS DNUT KRON KRYS KLIC KURA KRUS KYMR
4.5 1.1 2.0 4.3 ... ... ... ... ... ... 1.3 ... ... ...
dd 39 12 dd dd dd dd dd dd 2 12 dd ... dd
45.20 167.72 87.68 28.14 39.51 19.89 128.26 14.24 31.03 2.28 94.97 8.11 10.07 10.82
–4.36 +2.29 +2.82 +1.00 +0.40 –1.55 +0.07 –0.43 +0.74 –0.15 +0.45 –0.27 +0.04 –0.08
.51 .46 .44 .30 ... ... ... ... ... ... .30 ... ... ...
1.0 ... ... ... 3.1 ... ... ... ... ... ... ... ... ... ... ... ... 3.3 1.2 1.1 ... 5.3 ... 2.0 ... ... ... 1.4 ... 3.5 ... ... ... .2 ... ... ... ... 4.5 ... .8 ... ... 1.1 ... ... ...
24 dd dd ... dd dd dd dd dd 66 23 dd 24 dd dd dd ... 15 6 7 dd 29 dd 30 dd 21 dd 22 13 dd dd dd dd 38 8 dd dd cc 19 31 dd dd dd 10 dd dd dd
427.08 3.07 9.25 10.13 93.97 1.22 2.65 3.61 13.58 6.54 3.33 35.41 20.12 130.08 6.72 3.22 .51 13.27 17.12 17.91 8.97 7.55 56.30 36.68 12.98 6.27 16.35 74.79 21.81 10.21 15.79 11.97 18.16 236.10 15.37 23.33 88.95 151.50 35.66 19.30 18.47 14.30 70.50 59.48 14.28 79.12 62.98
+6.32 –0.32 +0.26 +0.03 –2.29 –0.14 –0.40 –0.24 –0.86 –0.24 –0.16 +2.45 +0.47 –3.44 –0.63 –0.10 –0.05 +0.21 –0.05 +0.83 ... +0.12 –2.53 +0.74 +0.68 +0.08 +0.66 –0.79 +0.57 +0.19 +0.25 –1.17 –0.24 +11.73 +0.52 +0.12 –5.96 +7.84 +0.41 –0.54 +1.56 –1.10 –1.83 +3.50 –1.78 +1.15 +1.21
1.05 ... ... ... .72 ... ... ... ... ... ... ... ... ... ... ... ... .11 .05 .05 ... .10 ... .1875 ... ... ... .26 ... .09 ... ... ... .11 ... ... ... ... .40 ... .035 ... ... .17 ... ... ...
... ... ... ... ... ... ... ... 1.7 .6 2.9 3.7 2.9 1.7 ... .8 3.3 1.9 ... 2.7 ... .6 ... ... ... ... ... ... ... ... .0 ... ... ... ... ... ... ... ... ... .9 ... ... .6 ... ... ... ... .0 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...
... ... ... ... ... ... 8 33 17 28 27 16 11 21 10 24 33 33 dd 7 dd 21 dd 21 dd ... dd ... dd cc dd 49 dd 9 14 dd ... ... ... dd 39 cc 37 10 dd 2 dd ... 49 49 1 1 1 20 19 dd dd dd dd dd dd dd ... ... ... dd dd dd
10.07 10.08 9.85 .52 4.23 10.02 151.25 138.61 59.34 161.87 6.87 15.17 18.83 79.74 21.67 718.33 122.34 164.78 11.03 28.52 4.90 178.33 29.49 9.31 10.89 10.00 7.58 1.93 24.81 76.68 12.11 54.31 3.21 34.95 26.17 16.45 9.86 10.09 .48 49.77 50.91 121.91 23.67 39.13 4.17 3.73 31.95 6.19 161.38 162.00 27.98 28.16 28.24 11.67 11.45 59.44 63.00 28.77 28.19 50.88 50.49 50.78 10.27 9.85 .40 15.29 2.20 4.05
... –0.06 –0.10 +0.02 –0.87 ... –0.94 +2.62 +1.61 –0.76 +0.20 –0.05 +0.19 +1.75 –0.03 +19.61 +4.01 +2.62 +0.02 –0.21 –0.59 +6.09 +0.08 –0.16 +0.29 ... –0.34 –0.04 +0.25 +1.01 –0.07 +6.26 +0.26 –4.04 +0.39 +0.31 +0.11 –0.01 –0.04 +1.05 –0.63 –3.99 +0.28 +0.25 –0.19 +0.05 +1.53 –1.11 +3.87 +3.15 –0.19 +0.86 –0.17 –0.01 –0.03 +1.91 +1.61 +0.06 –0.02 +0.78 +2.38 +0.89 +0.10 ... ... –2.71 –0.26 –0.27
... ... ... ... ... ... ... ... .25 .25 .05 .14 .135 .34 ... 1.50 .50 .80 ... .1905 ... 2.00 ... ... ... ... ... ... ... ... .58 ... ... ... ... ... ... ... ... ... .11 ... ... .06 ... ... ... ... .4375 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
K
L 10.14 10.20 9.95 0.55 17.20 10.24 188.00 223.80 60.05 176.96 11.22 16.00 19.43 80.77 47.95 728.38 123.92 201.31 12.88 30.00 16.99 188.63 31.60 18.71 23.95 10.02 19.70 6.36 34.73 85.45 19.02 62.10 4.17 41.00 28.84 40.94 10.01 10.12 0.55 58.00 64.50 372.64 32.84 40.70 9.65 15.42 37.65 16.37 188.76 194.05 30.58 38.89 30.49 14.79 14.96 59.99 63.46 34.99 31.76 56.26 58.13 56.19 10.27 9.90 0.46 110.00 7.74 33.02
9.18 9.89 9.85 0.45 4.22 9.92 95.54 108.42 34.11 101.90 6.31 12.90 12.40 53.02 18.58 465.50 78.06 145.79 7.65 21.38 4.54 132.36 13.01 7.86 7.00 9.97 7.01 1.56 12.69 37.38 9.41 44.15 1.33 12.33 13.95 15.01 9.73 9.98 0.47 23.41 39.38 105.00 19.80 17.90 3.26 3.35 15.98 5.86 138.04 142.63 23.19 22.58 23.10 9.97 9.74 34.57 38.84 24.75 24.60 39.40 42.06 39.05 10.08 9.78 0.37 15.29 2.01 3.70
LamfGlbl I LavaMedtech LAVAMedtechAcqn LAVAMedtechAcqnWt LavaTherap LFCapitalAcqnIIUn LGI Homes LHC Group LKQ LPL Financial LSI Inds LakeShoreBancorp LakelandBcp LakelandFin LakelandInd LamResearch LamarAdv LancasterColony Landec LandmarkBncp LandosBio LandstarSystem Lantheus Largo LarimarTherap LarkspurHealth Latch LatchWt Latham LatticeSemi LaureateEduc LawsonProducts LeapTherap LeeEnterprises LegacyHousing LegalZoom LegatoMergerII LegatoMergerIIUn LegatoMergerIIWt LegendBiotech LeMaitreVascular LendingTree Leslie's LevelOneBncp LexiconPharm LexinFintech LiAuto LianBio LibertyBroadbandA LibertyBroadbandC LibertyGlobal A LibertyGlobal B LibertyGlobal C LibertyLatAmA LibertyLatAmC LibertyFormOne A LibertyFormOne C LibertyBraves A LibertyBraves C LibertySirius A LibertySirius B LibertySirius C LibertyRscsAcqn LibertyRscsA LibertyRscsAcqnWt LibertyTripAdvB LibertyTripAdvA LifeMD
LGVCU LVACU LVAC LVACW LVTX LFACU LGIH LHCG LKQ LPLA LYTS LSBK LBAI LKFN LAKE LRCX LAMR LANC LNDC LARK LABP LSTR LNTH LGO LRMR LSPRU LTCH LTCHW SWIM LSCC LAUR LAWS LPTX LEE LEGH LZ LGTO LGTOU LGTOW LEGN LMAT TREE LESL LEVL LXRX LX LI LIAN LBRDA LBRDK LBTYA LBTYB LBTYK LILA LILAK FWONA FWONK BATRA BATRK LSXMA LSXMB LSXMK LIBYU LIBY LIBYW LTRPB LTRPA LFMD
52-Week High Low Name 29.81 19.93 7.20 219.75 15.53 5.61 6.95 20.74 8.20 148.54 10.19 11.06 0.60 30.00 334.84 93.89 99.89 72.23 11.43 13.65 2.55 12.50 16.75 28.90 9.74 9.83 10.97 140.17 18.95 18.20 31.57 17.50 4.18 95.51 98.95 13.52 64.86 37.99 15.09 485.83 112.08 40.98 11.09 2.36 36.16 15.37 19.84 68.28 16.50
7.64 12.35 4.51 98.04 6.52 2.30 0.88 14.16 5.25 110.52 9.89 9.79 0.32 14.21 234.59 61.73 38.50 33.13 4.20 4.31 0.56 7.19 1.55 14.04 2.15 9.33 9.74 76.70 4.70 7.49 3.51 4.61 1.01 38.91 26.92 4.61 10.00 4.23 9.85 269.28 65.67 13.45 7.15 0.49 6.80 9.18 6.90 36.25 3.91
LifeStanceHealth LifetimeBrands LifewayFoods LigandPharm Lilium LimelightNetworks LiminalBioSci Limoneira LincolnEduc LincolnElectric LionheartIII LionheartIII A LionheartIII Wt LiquiditySvcs Littelfuse LivaNova LiveOakBcshs LivePerson LiveVox LiveVoxUn LiveVoxWt LixiangEduc Lizhi LoganRidgeFin LogicBioTherap LogisticsInnovA LogisticsInnovTech LogitechIntl LongboardPharm LoopIndustries LordstownMotors Lottery.com Lottery.comWt Lovesac LoyaltyVentures LucidDiag Lucid LuciraHealth Lulu'sFashion lululemon Lumentum LuminarTech LumiraDx LumiraDxWt LumosPharma LutherBurbank LyellImmuno Lyft LyraTherap
80.30 14.70 82.95 89.50 3.05 199.44 121.22 10.66 36.48 142.62 99.36 14.20 25.49 64.39 12.49 39.02 93.00 19.38 7.27 10.38 24.15 188.52 49.08 6.25 101.35 63.55 10.75 9.82 0.63 3.67 27.26 20.04 3.77 589.25 16.97 23.29 37.90 171.68 18.32 3.67 93.85 305.21 33.63 182.00 87.40 16.32 23.31 37.60 25.83 43.75 17.44 57.97 77.89 10.36 9.99 0.51 32.83 87.53 10.20 10.05 0.75 9.50 10.81 6.22 231.00 24.89 23.65 2020.00 37.33 10.16 ... ... 18.14 88.96 4.71 30.65 38.07 73.85 9.45 27.28 33.00 17.40 333.42 13.70
48.68 10.56 63.00 45.61 1.36 138.70 54.87 7.37 15.72 68.56 80.39 4.44 14.38 15.83 7.43 22.96 60.81 15.12 1.73 10.18 15.72 101.18 13.65 3.03 66.91 25.32 9.85 9.76 0.47 1.91 1.34 9.10 0.90 341.50 5.56 11.35 15.11 115.50 14.72 1.40 37.92 205.10 23.61 118.51 18.50 6.18 16.85 10.45 2.70 27.96 8.53 13.54 30.47 10.09 9.85 0.37 15.90 64.58 10.00 9.80 0.44 3.50 2.57 2.20 130.74 11.60 8.87 1018.73 26.69 10.02 ... ... 9.51 44.44 1.45 17.00 18.50 52.43 3.68 4.84 15.93 5.16 232.88 3.91
Macom Tech MeliKaszek MGE Energy MGP Ingredients MINDTechnology MKS Instrum MYR Group Macatawa Macrogenics MadrigalPharm MagellanHealth MagentaTherap MagicSoftware Magnite MagyarBancorp MakeMyTrip MalibuBoats MalvernBancorp MammothEnergy ManaCapAcqn Mandiant ManhattanAssoc Mannatech MannKind ManTechIntl MaravaiLifeSci MarblegateAcqn MarblegateAcqn MarblegateAcqnWt Marchex MarinSoftware MarinusPharma MarkerTherap MarketAxess MarketWise MarlinBusSvcs Marqeta Marriott MartenTransport MartinMidstream MarvellTech Masimo MasterCraftBoat MatchGroup Materialise MatrixService Mattel Matterport MatterportWt MatthewsIntl MaxCyte MaxeonSolar MaxLinear MaxproCapitalAcqn MaxproCapA MaxproCapWt McAfee McGrathRent McLarenTech McLarenTechA McLarenTechWt MedallionFin MediciNova MediWound Medpace MeiraGTx MelcoResorts MercadoLibre MercantileBank MercatoPtrsAcqn MercatoPtrsA MercatoPtrsWt MercerIntl MercurySystems MereoBioPharma MeridianBiosci Meridian MeritMedical MerrimackPharm MersanaTherap Merus MesaAir MesaLab Mesoblast
Tick Div Sym Yld P/E Last Chg. Amt. LFST LCUT LWAY LGND LILM LLNW LMNL LMNR LINC LECO LIONU LION LIONW LQDT LFUS LIVN LOB LPSN LVOX LVOXU LVOXW LXEH LIZI LRFC LOGC LITT LITTU LOGI LBPH LOOP RIDE LTRY LTRYW LOVE LYLT LUCD LCID LHDX LVLU LULU LITE LAZR LMDX LMDXW LUMO LBC LYEL LYFT LYRA
... 1.1 ... ... ... ... ... 1.9 ... ... ... ... ... ... .7 ... .1 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... 3.4 ... ... ...
dd 10 21 39 15 dd dd dd 4 31 ... ... ... 15 27 dd 23 dd dd ... ... 23 dd dd dd ... ... 16 dd dd dd dd ... 30 10 dd dd dd 81 60 20 dd ... ... dd 10 dd dd dd
9.60 15.95 4.80 156.16 7.05 3.49 .97 15.75 7.50 139.18 10.10 9.85 .44 21.92 313.67 87.58 87.20 36.59 4.88 5.34 .60 9.30 1.87 23.18 2.27 9.68 10.00 84.07 4.75 12.34 3.58 6.43 1.32 66.38 29.97 5.18 38.75 8.94 10.62 398.69 106.35 17.27 8.85 1.73 6.96 13.99 7.55 43.49 4.28
–0.50 +0.20 –0.09 –5.02 –0.78 –0.26 –0.20 +0.44 –0.03 +1.62 ... –0.02 –0.06 +0.41 +9.37 +2.34 +3.54 +0.63 –0.41 –0.42 –0.09 +0.30 +0.12 –0.12 –0.20 ... –0.03 –0.79 –0.65 –0.10 –0.54 –0.24 –0.23 –0.70 –0.09 +0.26 +1.11 +0.69 +0.32 +7.13 +1.86 –0.17 –0.14 –0.01 –0.47 +0.02 –0.66 –0.69 –0.89
... .0425 ... ... ... ... ... .075 ... ... ... ... ... ... .53 ... .03 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... .12 ... ... ...
... ... 1.9 .6 ... .5 ... 3.6 ... ... ... ... 2.2 ... .0 ... ... ... ... ... ... ... 2.0 ... 2.1 ... ... ... ... ... ... ... ... .6 ... 2.4 ... ... .9 .8 .3 ... ... ... ... ... ... ... ... 2.4 ... ... ... ... ... ... 1.7 2.2 ... ... ... ... ... ... ... ... ... ... 3.4 ... ... ... 2.2 ... ... ... 2.2 ... ... ... ... ... .2 ...
cc ... 27 24 dd 19 22 9 dd dd 8 dd 37 cc 14 dd 13 dd dd ... dd 91 10 dd 22 33 ... ... ... dd dd dd dd 56 dd 7 dd cc 18 dd dd 74 10 69 cc dd 9 dd ... cc ... dd dd ... ... ... dd 21 ... ... ... 4 dd dd 45 dd dd cc 9 ... ... ... 9 78 dd 12 6 85 dd dd dd 13 cc dd
77.49 12.16 81.36 86.44 1.64 174.75 107.59 8.79 16.28 84.89 94.98 4.55 21.21 17.94 12.39 28.43 69.33 15.68 1.82 10.22 17.66 156.86 39.74 4.38 73.12 41.86 10.05 9.77 .49 2.57 3.90 11.98 1.00 412.66 7.21 23.26 17.39 164.86 17.11 2.64 87.44 297.23 29.00 133.20 25.05 7.05 21.39 21.82 10.25 36.48 10.49 14.21 74.77 10.33 9.93 .40 25.75 79.28 10.05 9.93 .49 6.23 2.69 2.47 219.08 23.23 10.19 1356.46 34.96 10.04 9.80 .60 11.83 55.21 1.61 20.13 35.95 63.99 3.93 6.40 32.29 5.64 331.69 4.81
+0.01 +0.68 +2.52 –0.40 +0.01 +5.59 +0.66 –0.02 –1.10 –2.37 +0.20 –0.55 +0.30 –0.89 +0.04 +0.12 +2.74 –0.09 –0.09 +0.01 +0.33 +1.58 +2.99 –0.08 +1.60 –0.14 –0.03 –0.01 –0.01 –0.14 –0.40 –0.28 ... +1.99 –0.09 +0.13 –0.05 –0.33 +0.49 –0.15 –0.24 +3.89 +2.73 –0.24 +0.52 –0.09 +0.70 –1.40 –1.39 +0.75 –0.35 –0.82 +0.68 +0.05 ... +0.01 +0.02 –0.32 ... +0.11 +0.03 –2.22 –0.10 +0.21 –4.29 +0.83 –0.25 +93.73 –0.10 +0.01 ... ... +0.34 –0.71 –0.01 +0.15 +0.59 +0.26 +0.01 +0.12 +0.05 –0.12 +2.80 –0.01
... ... .3875 .12 ... .22 ... .08 ... ... ... ... .234 ... .12 ... ... ... ... ... ... ... 1.50 ... .38 ... ... ... ... ... ... ... ... .66 ... .14 ... ... .04 .005 .06 ... ... ... ... ... ... ... ... .22 ... ... ... ... ... ... .115 .435 ... ... ... ... ... ... ... ... ... ... .30 ... ... ... .065 ... ... ... .20 ... ... ... ... ... .16 ...
M MTSI MEKA MGEE MGPI MIND MKSI MYRG MCBC MGNX MDGL MGLN MGTA MGIC MGNI MGYR MMYT MBUU MLVF TUSK MAAQU MNDT MANH MTEX MNKD MANT MRVI GATEU GATE GATEW MCHX MRIN MRNS MRKR MKTX MKTW MRLN MQ MAR MRTN MMLP MRVL MASI MCFT MTCH MTLS MTRX MAT MTTR MTTRW MATW MXCT MAXN MXL JMACU JMAC JMACW MCFE MGRC MLAIU MLAI MLAIW MFIN MNOV MDWD MEDP MGTX MLCO MELI MBWM MPRAU MPRA MPRAW MERC MRCY MREO VIVO MRBK MMSI MACK MRSN MRUS MESA MLAB MESO
52-Week High Low Name
Tick Div Sym Yld P/E Last Chg. Amt.
65.96 384.33 11.00 52.88 29.82 90.00 96.96 349.67 1315.00 25.20 7.94 28.00 33.89 198.96 119.37 30.32 34.65 9.03 51.25 46.18 85.48 3.80 3.75 10.37 22.16 225.47 22.14 11.00 22.93 497.49 211.94 21.33 15.19 28.12 29.18 11.96 76.00 450.00 66.54 12.36 590.00 580.00 72.67 99.89 45.56 10.45 9.90 0.55 350.21 93.00 30.75 26.42 10.21 10.30 ... ... 10.13 9.82 5.22 22.00 36.95
32.76 244.61 0.60 29.61 14.00 64.53 65.67 211.94 377.12 5.51 0.95 4.86 20.74 123.93 67.09 17.70 23.88 5.09 32.67 26.18 38.84 2.45 0.80 4.28 3.70 127.12 12.82 3.52 14.71 102.66 121.00 9.57 3.30 16.35 4.11 0.44 50.01 155.01 52.91 5.06 238.01 301.51 51.24 80.92 15.67 9.63 9.85 0.39 213.55 29.21 8.90 15.84 10.05 10.10 ... ... 10.01 9.71 1.62 12.32 19.22
MetaFinancial MetaPlatforms Metacrine Methanex MetroCityBkshs MicrochipTech MicronTech Microsoft MicroStrategy Microvast MicrovastWt MicroVision MidPennBancorp Middleby MiddlesexWater MidlandStBncp MidWestOneFin MilestonePharm MillerKnoll MillicomIntl Mimecast Mind CTI MinervaNeurosci MinervaSurgical MiNK Therap MiratiTherap MirumPharm Missfresh MissionProduce Moderna ModivCare MolecularPtrs MolecularTemp Momentive Momentus MomentusWt MonarchCasino monday.com Mondelez MoneyGram MongoDB MonolithicPower Monro MonsterBev MonteRosaTherap MontereyBio MontereyBioAcqn MontereyBioAcqnWt Morningstar Morphic MorphoSys MotorcarParts MountRainierAcqn MountainIAcqn MountainI A MountainI Wt MountainCrestV MountainCrestAcqnV MustangBio Mynaric MyriadGenetics
CASH FB MTCR MEOH MCBS MCHP MU MSFT MSTR MVST MVSTW MVIS MPB MIDD MSEX MSBI MOFG MIST MLKN TIGO MIME MNDO NERV UTRS INKT MRTX MIRM MF AVO MRNA MODV MOLN MTEM MNTV MNTS MNTSW MCRI MNDY MDLZ MGI MDB MPWR MNRO MNST GLUE MTRYU MTRY MTRYW MORN MORF MOR MPAA RNERU MCAAU MCAA MCAAW MCAGU MCAG MBIO MYNA MYGN
52.00 42.79 32.12 319.88 26.82 9.62 64.20 16.30 239.91 3.49 94.81 20.63 86.42 5.45 214.96 129.09 78.89 98.22 6.11 47.40 55.67 13.25 65.92 260.00 19.93 29.70 25.89 23.80 22.19 7.53 86.48 26.75 73.54 48.85 15.89 34.44 6.97 94.69 134.33 700.99 46.38 34.87 120.27 22.43 27.38 65.90 14.11 10.50 ... ... 4.93 10.20 10.00 0.70 30.10 10.10 9.89 0.50 18.78 27.97 26.21 38.78 28.00 171.16 14.40 13.25 2.02 23.80 12.50 30.40 3.50 79.60
25.27 31.02 14.90 211.25 19.43 3.84 4.07 1.65 156.02 0.52 13.90 6.51 35.24 0.92 129.48 82.63 53.96 38.73 2.41 38.10 39.27 8.91 41.58 180.00 10.11 19.85 4.41 9.69 9.66 1.13 46.94 10.59 24.53 38.62 4.60 13.88 3.84 58.83 77.97 478.54 26.07 24.82 78.31 3.75 8.29 20.75 11.15 9.97 ... ... 3.51 10.01 9.88 0.49 20.36 9.64 9.70 0.50 6.56 17.75 17.59 18.77 4.01 106.67 5.53 6.40 0.50 13.64 8.03 8.86 1.04 22.21
Napco Security NBT Bancorp NGM Biopharm NICE NMI Holdings NN NRX Pharm NRX PharmWt NXP Semi NabrivaTherap NanoXImaging Nanobiotix NanoStringTech NantHealth Nasdaq Natera Nathan's NationalBeverage NatlCineMedia NatlInstruments NatlResearch NatlSecurity NationalVision NatlWesternLife NaturalAlt NatusMedical NautilusBiotech Navient NavitasSemi NavitasSemiWt nCino NektarTherap NeoGames Neogen NeoleukinTherap NerdWallet Net1UEPS NetApp NetEase Netflix Netgear NetScout Neurocrine Neuronetics NeuroPace NewFortressEner NewMtnFin NewProvidenceAcqnII NewProvidenceII A NewProvidenceII Wt NY Mortgage NewcourtAcqn NewcourtAcqnA NewcourtAcqnWt NewellBrands NewHoldInvtII NewHoldInvtIIA NewHoldInvtIIWt Newmark NewsCorp A NewsCorp B NewtekBusSvcs NexImmune NexstarMedia NextCure Nexters NextersWt NextGenHlthcr NicholasFin Nikola 9F 908Devices
NSSC NBTB NGM NICE NMIH NNBR NRXP NRXPW NXPI NBRV NNOX NBTX NSTG NH NDAQ NTRA NATH FIZZ NCMI NATI NRC NSEC EYE NWLI NAII NTUS NAUT NAVI NVTS NVTSW NCNO NKTR NGMS NEOG NLTX NRDS UEPS NTAP NTES NFLX NTGR NTCT NBIX STIM NPCE NFE NMFC NPABU NPAB NPABW NYMT NCACU NCAC NCACW NWL NHICU NHIC NHICW NMRK NWSA NWS NEWT NEXI NXST NXTC GDEV GDEVW NXGN NICK NKLA JFU MASS
.3 ... ... 1.3 2.0 1.1 .4 .7 ... ... ... ... 2.5 ... 1.0 4.5 2.8 ... 1.9 ... ... 8.4 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... 2.1 ... ... .5 1.8 ... ... ... ... ... .4 ... ... ... ... ... ... ... ... ... ... ... ...
14 25 dd 12 13 76 15 38 dd dd ... dd 8 25 56 9 7 dd 51 dd cc 11 dd ... ... dd dd dd 25 15 94 ... dd dd dd ... 22 dd 21 dd dd cc 37 33 dd ... ... ... 70 dd dd 24 ... ... ... ... ... ... dd dd dd
59.75 344.36 .64 39.65 27.85 87.08 93.89 339.32 562.34 5.88 1.08 5.21 31.61 196.84 118.92 24.89 32.43 6.94 38.98 28.32 79.36 3.11 .83 5.25 4.17 148.23 15.71 4.60 15.76 251.60 149.09 19.23 4.15 21.59 4.18 .45 73.75 307.41 65.75 7.54 532.35 491.50 58.83 95.39 20.90 10.21 9.85 .39 341.90 47.88 9.29 17.02 10.14 10.22 9.98 .60 10.04 9.74 1.73 12.71 27.64
+1.96 +9.12 –0.19 –3.01 +0.24 +0.15 –0.53 +4.63 –34.87 –0.41 –0.16 –0.70 ... +5.09 +6.49 –0.09 –0.01 –0.10 +1.42 +1.06 –0.11 +0.09 –0.13 +0.45 –0.51 –3.77 +0.11 +0.54 –0.06 +1.61 –3.05 –0.98 +0.19 +0.84 –0.53 –0.21 +0.23 +3.04 +0.81 –0.05 –18.76 –4.10 –0.32 +1.55 –0.04 +0.01 –0.02 –0.01 +2.37 –3.54 –0.23 +0.34 +0.07 +0.08 ... ... –0.06 ... –0.14 –0.97 +0.35
.05 ... ... .125 .14 .232 .10 .62 ... ... ... ... .20 ... .29 .28 .225 ... .1875 ... ... .26 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... .35 ... ... .60 .26 ... ... ... ... ... .36 ... ... ... ... ... ... ... ... ... ... ... ...
... 2.9 ... ... ... ... ... ... 1.0 ... ... ... ... ... 1.0 ... 2.4 .0 7.3 2.5 1.1 2.6 ... .2 ... ... ... 3.0 ... ... ... ... ... ... ... ... ... 2.2 .8 ... ... ... ... ... ... 1.6 8.8 ... ... ... 10.7 ... ... ... 4.3 ... ... ... .2 .9 .9 12.0 ... 1.8 ... ... ... ... ... ... ... ...
44 11 dd cc 9 dd dd ... 40 dd dd dd dd dd 30 dd 19 25 dd cc 30 dd 29 4 7 49 dd 4 dd ... dd dd 67 87 dd dd dd 22 38 55 11 67 19 dd dd dd 7 ... ... ... 8 ... ... ... 15 ... ... ... 6 27 27 ... dd 7 dd ... ... dd 10 dd dd dd
49.07 38.48 17.56 306.71 21.86 4.10 4.96 2.03 228.60 .65 15.39 8.00 42.76 .98 209.11 93.15 58.74 45.93 2.75 43.77 41.88 9.30 48.55 214.32 12.51 23.97 5.35 21.20 16.52 6.00 55.92 14.00 27.56 45.80 5.10 15.56 5.40 91.69 103.75 612.09 29.52 33.35 84.63 4.19 9.26 24.27 13.67 10.04 9.55 .55 3.74 10.12 9.88 .50 21.60 9.98 9.89 .50 18.47 22.50 22.73 27.39 4.15 152.00 6.16 8.16 .77 17.90 11.39 10.19 1.11 25.68
–0.76 +0.51 –0.86 +0.35 +0.52 +0.01 –0.08 –0.29 +1.25 +0.04 –2.47 +0.13 +0.97 –0.13 +3.69 –0.65 –1.31 –0.71 –0.11 +0.26 +0.37 +0.31 +0.71 +0.12 –0.01 –0.80 –0.69 –0.46 +1.49 +0.99 –1.03 –1.67 –0.84 +1.39 –0.42 +0.43 –0.01 +1.06 +5.91 –2.00 +0.41 +0.12 –0.46 –0.41 –0.47 –0.98 +0.09 –0.08 ... ... –0.07 –0.03 –0.10 +0.01 +0.19 ... ... ... +1.10 +0.17 +0.18 –0.49 –0.70 –0.78 –0.02 +0.15 +0.09 +0.22 +0.04 –0.90 –0.03 –0.96
... .28 ... ... ... ... ... ... .5625 ... ... ... ... ... .54 ... .35 3.00 .05 .27 .12 .06 ... .36 ... ... ... .16 ... ... ... ... ... ... ... ... ... .50 .225 ... ... ... ... ... ... .10 .30 ... ... ... .10 ... ... ... .23 ... ... ... .01 .10 .10 .65 ... .70 ... ... ... ... ... ... ... ...
N
52-Week High Low Name 53.38 65.65 46.45 13.55 272.28 38.31 21.50 126.73 18.41 48.19 10.05 15.48 38.08 70.80 28.92 29.50 148.94 184.44 331.68 232.76 55.55 7.83 51.46 44.50 40.82 72.61 140.23 346.47 37.00
14.47 12.46 23.00 7.42 178.61 22.34 10.11 88.20 11.98 31.73 10.00 12.37 23.11 53.16 19.41 23.00 69.32 116.55 109.01 77.11 39.90 1.88 21.53 25.15 17.00 45.45 43.10 115.67 19.05
NiuTech Nkarta nLIGHT Noodles Nordson NortheastBank NorthernTechsIntl NorthernTrust NorthfieldBanc NorthrimBanCorp NorthViewAcqn NorthwestBcshs NorthwestPipe Northwestern NortonLifeLock NorwoodFin Nova Novanta Novavax Novocure NuanceComms NuCana NurixTherap Nutanix Nuvalent Nuvasive Nuvei NVIDIA Nyxoah
51.40 14.00 6.27 0.56 10.09 9.70 710.86 102.24 11.25 7.62 35.70 134.84 29.00 5.55 25.76 23.68 28.41 31.69 32.70 294.00 30.13 373.58 21.28 14.45 54.88 42.20 123.52 40.00 193.60 31.41 23.85 187.29 10.09 70.27 6.57 37.86 39.61 8.64 59.82 45.88 35.46 59.76 99.89 0.55 10.21 9.95 44.00 55.25 39.24 13.93 27.95 16.23 14.64 6.85 4.85 28.86 15.94 9.08 6.45 39.45 47.58 77.77 22.99 48.50 73.91 4.95 11.60 2.65 6.98 71.51 20.99 61.00 112.30 4.80 8.53 5.22 25.89 68.77
27.97 7.40 3.26 0.45 9.80 9.70 424.03 87.97 4.40 5.47 11.25 34.58 7.46 1.97 18.06 6.02 1.31 22.21 21.16 196.78 22.84 189.45 15.53 9.75 8.25 17.52 45.55 13.29 109.00 11.82 5.45 115.78 9.92 32.29 2.02 4.80 20.95 6.13 14.91 3.01 11.46 27.73 5.20 0.40 10.06 9.81 20.61 43.68 12.65 6.58 15.35 6.07 9.10 2.65 1.46 15.37 8.25 1.15 1.31 11.28 27.17 2.50 15.14 28.65 38.83 0.98 2.97 0.27 1.14 39.35 13.00 36.03 46.75 2.27 5.17 2.98 9.86 28.96
ODP OP Bancorp OPKO Health OPYAcqnIWt OPYAcqnI OPYAcqnIA OReillyAuto OSI Systems O2MicroIntl OaktreeSpec OasisMidstream OasisPetrol Oatly ObsEva OceanFirstFin OcularTherapeutix OdonateTherap OfficePropIncm OhioValleyBanc Okta Olaplex OldDomFreight OldNatlBncp Old2ndBcp OlemaPharm OlinkHolding Ollie'sBargain OlympicSteel OmegaFlex OmegaTherap Omeros Omnicell OmniLitAcqn ON Semi Oncocyte Oncorus 1-800-FLOWERS 180DegreeCap 1LifeHealthcare 111 1stdibs.com OneWaterMarine Ontrak OnyxAcqnIWt OnyxAcqnI OnyxAcqnIA OpenLending OpenText OpendoorTech Opera OportunFin OptheaADR Optibase OpticalCable Optinose OptionCare OraSureTechs OrchardTherap OrganiGram OricPharm OriginBancorp Orphazyme OrthoClinical OrthofixIntl OrthoPediatrics OsmoticaPharm OtonomoTech OtonomoTechWt Otonomy OtterTail Outbrain OutsetMedical Overstock OvidTherap OxfordLane OxfordSquare OysterPtPharma OzonHoldings
81.77 9.70 23.50 55.21 11.05 59.00 33.78 15.75 63.04 63.22 50.60 47.73 153.73 70.82 103.19 53.69 47.46 80.00 18.87 50.42 572.67 115.40 39.62
22.90 5.12 10.00 40.91 5.33 20.09 16.44 9.39 10.44 19.73 32.78 24.24 105.49 34.85 77.96 18.26 30.54 45.05 10.57 24.81 311.56 60.10 21.39
PAM Transport P&FIndustries PCB Bancorp PCConnection PCTEL PDC Energy PDF Solutions PDLCommBncp PLBY Group PMV Pharm PRA Group ProceptBio PTC PTC Therap Paccar PacBiosciCA PacificPremBncp PaciraBioSci PactivEvergreen PacWestBancorp PaloAltoNtwks Palomar PanAmerSilver
Tick Div Sym Yld P/E Last Chg. Amt. NIU NKTX LASR NDLS NDSN NBN NTIC NTRS NFBK NRIM NVACU NWBI NWPX NWE NLOK NWFL NVMI NOVT NVAX NVCR NUAN NCNA NRIX NTNX NUVL NUVA NVEI NVDA NYXH
... ... ... ... .8 .1 1.9 2.3 3.2 3.4 ... 5.7 ... 4.3 1.9 4.3 ... ... ... ... ... ... ... ... ... ... ... .1 ...
35 dd dd cc 33 4 23 19 12 7 ... 11 22 15 17 9 50 cc dd dd dd dd dd dd dd dd 84 91 dd
16.07 15.46 24.35 9.41 254.76 35.97 14.38 119.41 16.24 43.80 10.05 14.15 31.51 57.43 26.20 25.87 143.66 174.26 154.83 79.83 55.32 2.39 29.98 32.17 19.21 52.10 66.77 295.86 21.59
+0.09 –0.10 –0.73 –0.06 +1.10 +0.82 +0.96 +1.20 –0.11 +0.83 +0.02 +0.15 +1.34 +1.94 +0.33 –0.13 +6.66 +1.15 –22.42 –4.17 +0.02 –0.08 –0.54 –0.29 –0.01 –0.25 +3.13 –0.54 +0.58
... ... ... ... .51 .01 .07 .70 .13 .38 ... .20 ... .62 .125 .28 ... ... ... ... ... ... ... ... ... ... ... .04 ...
... 3.1 ... ... ... ... ... ... ... 7.4 9.5 1.6 ... ... 3.1 ... ... 8.8 2.9 ... ... .2 3.1 1.6 ... ... ... .3 1.0 ... ... ... ... ... ... ... ... ... ... ... ... .0 ... ... ... ... ... 1.8 ... ... ... ... ... ... ... ... ... ... ... ... 1.2 ... ... ... ... ... ... ... ... 2.2 ... ... ... ... 12.0 10.2 ... ...
26 9 41 ... ... ... 24 20 10 5 4 3 dd dd 11 dd dd dd 10 dd cc 44 10 10 dd ... 19 3 49 dd dd cc ... 44 dd dd 14 3 dd dd dd 9 dd ... ... ... 22 39 dd 4 15 ... dd 6 dd 62 dd dd dd dd 10 dd dd dd dd dd dd ... dd 21 dd dd 29 2 2 3 dd dd
38.92 13.08 4.84 .56 10.00 9.70 701.77 93.23 4.60 7.46 23.60 127.15 8.04 1.99 22.13 6.95 1.38 25.13 29.40 225.05 28.59 356.27 18.21 12.60 9.40 18.71 51.86 23.15 124.30 12.13 6.64 181.71 10.04 67.61 2.04 5.49 23.67 7.29 17.36 3.38 12.32 59.27 6.56 .47 10.14 9.91 22.79 47.77 14.72 7.20 20.49 7.65 11.15 5.46 1.63 28.43 8.82 1.30 1.78 15.59 42.96 2.53 21.22 30.98 60.26 1.09 3.85 .32 2.17 70.68 14.01 47.24 60.64 3.17 7.49 4.12 18.96 30.86
–0.07 +0.57 +0.07 +0.11 ... ... +22.35 +0.95 –0.05 –0.04 +1.78 +5.63 –0.10 –0.21 +0.14 –0.27 –0.17 +0.38 +1.10 –3.26 +1.78 +7.96 +0.31 –0.03 –0.51 –1.29 +3.81 +0.54 +1.35 –3.07 –1.00 +6.05 +0.01 +0.85 –0.26 +0.09 +1.22 ... +0.06 –0.23 –0.43 +6.09 –0.53 ... +0.01 +0.02 –1.77 +0.40 –0.17 +0.01 –0.70 +0.23 +0.15 +0.61 –0.07 +0.47 –0.43 –0.03 –0.22 –1.25 +0.56 –0.33 +0.06 –0.54 –0.51 –0.09 +0.33 +0.02 –0.13 +1.81 –0.22 +1.83 –2.21 –0.22 –0.14 +0.04 +2.34 +0.12
... .10 ... ... ... ... ... ... ... .155 .56 .50 ... ... .17 ... ... .55 .21 ... ... .20 .14 .05 ... ... ... .02 .30 ... ... ... ... ... ... ... ... ... ... ... ... 1.80 ... ... ... ... ... .2209 ... ... ... ... ... ... ... ... ... ... ... ... .13 ... ... ... ... ... ... ... ... .39 ... ... ... ... .075 .035 ... ...
... ... 2.2 .0 3.9 1.0 ... ... ... ... ... ... ... ... 1.6 ... 3.3 ... 3.1 2.2 ... ... 1.6
13 47 9 18 61 cc dd 20 dd dd 13 ... 30 dd 17 dd 12 45 10 9 dd 61 21
71.30 6.04 21.80 43.56 5.62 49.03 32.03 14.64 26.76 23.51 49.53 25.12 122.04 40.08 87.42 20.88 39.97 60.89 12.70 45.24 561.42 63.76 25.00
+5.57 +0.19 –0.16 –0.58 +0.04 +0.42 +0.70 –0.07 –2.14 +0.03 +1.06 –1.92 +1.53 –1.78 +2.47 –0.54 +1.21 –0.77 +0.32 +1.05 –0.36 –0.97 –0.02
... ... .12 1.00 .055 .50 ... ... ... ... ... ... ... ... .34 ... .33 ... .10 .25 ... ... .10
O ODP OPBK OPK OHAAW OHAAU OHAA ORLY OSIS OIIM OCSL OMP OAS OTLY OBSV OCFC OCUL ODT OPI OVBC OKTA OLPX ODFL ONB OSBC OLMA OLK OLLI ZEUS OFLX OMGA OMER OMCL OLITU ON OCX ONCR FLWS TURN ONEM YI DIBS ONEW OTRK ONYXW ONYXU ONYX LPRO OTEX OPEN OPRA OPRT OPT OBAS OCC OPTN OPCH OSUR ORTX OGI ORIC OBNK ORPH OCDX OFIX KIDS OSMT OTMO OTMOW OTIC OTTR OB OM OSTK OVID OXLC OXSQ OYST OZON
PQ PTSI PFIN PCB CNXN PCTI PDCE PDFS PDLB PLBY PMVP PRAA PRCT PTC PTCT PCAR PACB PPBI PCRX PTVE PACW PANW PLMR PAAS
52-Week High Low Name 140.68 11.24 17.76 41.78 10.33 9.92 0.45 8.44 30.87 23.28 98.83 16.70 16.29 37.37 11.27 138.97 39.71 314.50 14.50 4.46 310.16 36.39 10.00 148.80 171.09 142.00 69.56 7.41 28.19 19.62 36.75 29.69 55.00 10.88 15.00 0.60 173.62 10.15 9.96 0.60 14.05 14.75 4.25 153.28 5.29 33.09 9.00 53.46 31.08 46.00 57.00 15.52 42.86 5.83 50.78 44.00 31.00 34.97 11.21 10.62 0.58 19.40 29.70 212.60 105.28 2.99 7.90 12.38 12.96 9.46 13.20 5.30 36.06 101.17 43.92 16.50 582.27 78.00 87.15 57.73 25.97 13.64 104.98 9.07 65.67 37.28 11.00 110.66 9.55 60.95 11.10 16.60 72.58 82.46 95.38 35.90 42.15 104.90 16.54 41.76 74.30 50.77 11.98 1.65 20.66 7.86 53.99 68.32 9.95 10.36 0.60 39.98 9.46 9.25 50.54 25.20 31.06 79.75 20.05 18.48 15.95 76.96 69.48 14.14 65.90 41.08 9.11 19.00 3.98 61.19 12.18 22.00 201.68 192.68 57.28 148.84 92.57
78.41 4.03 9.64 18.80 9.57 9.84 0.35 3.92 6.18 13.40 66.57 7.89 7.62 26.51 5.21 85.30 24.00 154.26 6.06 1.40 179.15 22.47 8.52 101.21 33.91 43.36 17.52 4.36 21.13 12.66 26.85 19.71 36.02 9.87 9.60 0.40 128.32 10.03 9.82 0.42 9.65 10.06 1.12 46.02 0.78 11.61 5.77 11.62 17.82 19.75 24.75 7.58 13.14 1.83 17.42 24.77 18.63 26.51 10.01 9.71 0.42 10.89 18.52 51.91 62.46 0.40 2.63 8.07 8.25 5.15 3.65 0.42 16.25 72.46 11.91 5.40 305.47 1.57 54.01 25.72 17.20 6.15 16.08 4.25 46.94 23.07 9.99 73.04 4.58 12.71 3.42 7.54 47.84 57.00 10.96 22.23 32.44 67.91 11.60 21.47 47.52 20.20 7.99 0.44 14.73 0.66 39.91 38.61 9.62 9.79 0.47 16.11 4.00 5.37 12.80 5.94 8.26 10.72 5.55 14.50 11.15 21.61 28.87 2.78 35.00 8.79 3.69 7.90 0.27 37.71 7.39 2.65 142.17 122.17 29.36 90.26 35.02
PapaJohn's ParatekPharma PardesBiosci Park-Ohio ParsecCap ParsecCapA ParsecCapWt PartnerComms PassageBio PatriaInvts PatrickIndustries PatriotNatBncp PatriotTransport Patterson PattersonUTIEn Paychex PaycorHCM Paylocity Payoneer PayoneerWt PayPal PeapackGladFinl PearlHoldingsAcqn Pegasystems Peloton PennNational Pennant PennantPark PennsWoodsBncp People'sUtdFin PeoplesBncpOH PeoplesBncpNC PeoplesFinSvcs PepperLimeHlth PepperLimeA PepperLimeWt PepsiCo PerceptionCapII PerceptionCapII PerceptionCapIIWt PerdoceoEduc PerellaWeinberg PerellaWeinbergWt Perficient PerformantFin PerionNetwork Perma-PipeIntl Personalis PetcoHealth PetIQ PetMedExpress Pharming Pharvaris PhaseBioPharm PhathomPharm Phenixfin PhibroAnimal PhillipsEdison PhoenixBiotech PhoenixBiotech PhoenixBiotechWt Photronics PilgrimPride Pinduoduo PinnacleFinPtrs PintecTech Pixelworks PlainsAllAmPipe PlainsGP PlayaHotels Playstudios PlaystudiosWt Playtika Plexus PliantTherap PolyPid Pool PopCulture Popular Portillo's PortmanRidge PoseidaTherap Poshmark Potbelly PotlatchDelt PowellIndustries Power&Digital II PowerIntegrations PowerFleet PraxisPrecision Precigen PrecisionBio PreferredBankLA PreformedLine PreludeTherap PremierFinl Premier PriceSmart PrimisFinl PrimorisSvcs PrincipalFin PriviaHealth Procaps ProcapsWt ProfessionalHldg Progenity ProgressSoftware Progyny ProjectEnerReimag ProjectEnReimagUn ProjectEnerReimag PrometheusBio ProQR Therap ProspectCapital ProtagonistTherap ProtaraTherap Proterra Prothena ProventionBio ProvidentFin PrudentialBncp PubMatic Pulmonx PumaBiotech PureTechHealth PurpleInnovation Puyi PyxisOncology Q&K Intl QCR Holdings QIWI QilianIntl Qorvo Qualcomm QualtricsIntl Qualys Quanterix
Tick Div Sym Yld P/E Last Chg. Amt. PZZA PRTK PRDS PKOH PCXCU PCX PCXCW PTNR PASG PAX PATK PNBK PATI PDCO PTEN PAYX PYCR PCTY PAYO PAYOW PYPL PGC PRLHU PEGA PTON PENN PNTG PNNT PWOD PBCT PEBO PEBK PFIS PEPLU PEPL PEPLW PEP PCCTU PCCT PCCTW PRDO PWP PWPPW PRFT PFMT PERI PPIH PSNL WOOF PETQ PETS PHAR PHVS PHAS PHAT PFX PAHC PECO PBAXU PBAX PBAXW PLAB PPC PDD PNFP PT PXLW PAA PAGP PLYA MYPS MYPSW PLTK PLXS PLRX PYPD POOL CPOP BPOP PTLO PTMN PSTX POSH PBPB PCH POWL XPDBU POWI PWFL PRAX PGEN DTIL PFBC PLPC PRLD PFC PINC PSMT FRST PRIM PFG PRVA PROC PROCW PFHD PROG PRGS PGNY PEGR PEGRU PEGRW RXDX PRQR PSEC PTGX TARA PTRA PRTA PRVB PROV PBIP PUBM LUNG PBYI PRTC PRPL PUYI PYXS QK QCRH QIWI QLI QRVO QCOM XM QLYS QTRX
1.0 ... ... 2.3 ... ... ... ... ... 5.8 1.7 ... .0 3.5 .9 1.9 ... ... ... ... ... .6 ... .1 ... ... ... 7.0 5.4 4.1 4.5 2.5 2.9 ... ... ... 2.5 ... ... ... ... 2.2 ... ... ... ... ... ... ... ... 4.6 ... ... ... ... ... 2.3 3.2 ... ... ... ... ... ... .8 ... ... 7.8 7.1 ... ... ... ... ... ... ... .6 ... 2.2 ... 10.2 ... ... ... 3.0 3.5 ... .6 ... ... ... ... 2.4 1.3 ... 3.6 1.9 1.0 2.7 1.0 3.6 ... ... ... ... ... 1.4 ... ... ... ... ... ... 8.6 ... ... ... ... ... 3.4 2.1 ... ... ... ... ... ... ... ... .4 12.9 ... ... 1.5 ... ... ...
dd dd ... dd ... ... ... cc dd 18 9 33 44 18 dd 39 dd cc dd ... 46 15 ... dd dd 23 80 3 11 12 15 11 11 ... ... ... 29 ... ... ... 7 dd ... 79 dd 28 cc dd 40 dd 21 27 ... dd dd 81 17 cc ... ... ... 21 dd dd 15 dd dd dd dd dd dd ... 25 20 dd dd 38 16 7 ... 2 dd dd dd 8 cc ... 38 dd dd dd dd 12 11 dd 9 19 23 11 11 12 dd dd ... 12 dd 27 57 ... ... ... dd dd 3 dd dd dd 46 dd 14 14 39 dd dd dd dd dd ... dd 10 2 ... 16 23 dd 77 dd
134.69 4.45 17.02 21.54 10.31 9.92 .40 8.01 6.24 16.35 79.75 15.00 8.01 29.78 8.50 136.45 29.48 238.00 7.12 2.31 191.88 35.42 10.00 113.79 37.19 51.30 22.96 6.90 23.71 17.70 31.73 27.59 52.22 10.18 9.73 .45 172.67 10.07 9.90 .45 11.70 12.84 3.49 129.85 2.43 23.95 8.43 14.25 19.51 22.81 25.99 8.70 15.87 2.62 19.46 41.01 20.49 33.28 10.09 9.92 .44 19.12 27.87 59.45 95.50 .50 4.45 9.27 10.09 7.74 4.14 .57 17.61 95.84 13.74 5.71 560.81 2.89 81.82 37.34 24.38 7.04 17.33 5.22 59.60 29.41 10.18 92.69 4.59 19.52 3.82 7.59 71.54 62.55 12.76 30.94 41.23 72.77 15.01 23.73 72.11 26.50 9.38 .80 19.26 2.13 48.66 51.29 9.66 9.88 .60 37.87 8.17 8.37 34.25 6.54 8.96 47.72 5.75 16.50 13.60 34.65 32.92 3.18 36.98 13.34 6.39 10.89 .58 55.81 8.16 2.75 156.06 182.73 35.87 140.56 42.26
+2.09 –0.04 +7.22 +0.06 +0.13 +0.05 +0.01 +0.63 –0.50 –0.12 +0.81 +0.08 –0.27 +0.92 –0.25 +2.21 –0.51 –1.36 +0.23 +0.04 –0.13 +0.43 ... +3.33 –1.40 –0.10 +1.06 +0.02 +0.20 +0.25 +0.36 +0.05 –0.41 +0.11 ... ... +2.89 –0.03 ... –0.02 +0.10 +0.02 +0.04 –0.67 +0.08 +0.05 +0.32 –0.11 –0.18 +0.43 –0.39 –0.05 +0.12 –0.06 –0.33 –0.19 –0.23 +2.08 –0.01 +0.01 –0.02 +0.61 +0.32 +1.74 +1.63 +0.04 –0.48 +0.17 +0.17 –0.02 –0.04 +0.01 –0.36 +0.65 –1.62 –0.04 +11.16 +1.18 +1.16 –1.00 +0.13 –0.18 –1.31 –0.05 +3.02 –0.10 +0.06 +3.32 –0.29 –1.09 –0.28 –0.89 +1.88 +1.75 –0.97 +0.16 +0.86 +0.65 +0.04 –0.60 +0.53 +0.31 –0.20 –0.05 +0.28 –0.10 +0.34 –0.18 ... –0.05 +0.12 –0.28 –0.03 –0.06 ... –0.36 –0.04 –0.67 –0.43 –0.15 –0.05 –0.16 –0.10 –0.28 –0.01 –0.16 +0.04 +1.08 +0.13 +0.52 +0.47 –0.10 +3.99 –0.01 +0.51 +1.19 –1.63
.35 ... ... .125 ... ... ... ... ... .14 .33 ... 3.75 .26 .02 .66 ... ... ... ... ... .05 ... .03 ... ... ... .12 .32 .1825 .36 .17 .38 ... ... ... 1.075 ... ... ... ... .07 ... ... ... ... ... ... ... ... .30 ... ... ... ... ... .12 .09 ... ... ... ... ... ... .18 ... ... .18 .18 ... ... ... ... ... ... ... .80 ... .45 ... .62 ... ... ... 4.00 .26 ... .15 ... ... ... ... .43 .20 ... .28 .20 .35 .10 .06 .64 ... ... ... ... ... .175 ... ... ... ... ... ... .06 ... ... ... ... ... .14 .07 ... ... ... ... ... ... ... ... .06 .30 ... ... .68 ... ... ...
January 3, 2022
47
BARRON’S
Nasdaq Issues 52-Week High Low Name
Tick Div Sym Yld P/E Last Chg. Amt.
9.47 25.00 11.50 10.48 265.00 25.99 6.42 17.39 14.62 56.40
4.83 5.33 1.01 0.77 103.31 13.23 1.69 7.07 6.74 2.46
Quantum Quantum-Si Quantum-SiWt Quhuo Quidel QuinStreet Quotient QurateRetailB QurateRetailA Qutoutiao
QMCO QSI QSIAW QH QDEL QNST QTNT QRTEB QRTEA QTT
43.26 27.47 250.52 81.65 12.49 16.66 12.30 50.26 9.63 26.02 7.00 9.90 ... 10.18 31.28 26.43 18.79 26.16 38.84 42.04 23.90 25.78 19.99 29.89 27.40 35.31 36.27 27.04 145.00 13.23 12.75 6.66 30.22 153.41 42.81 65.07 41.34 58.74 27.22 4.40 98.45 11.52 78.07 686.62 64.37 40.00 53.65 35.71 46.97 17.18 4.05 14.08 117.00 67.76 24.77 46.44 327.32 46.64 57.62 4.61 11.58 2.90 19.44 19.74 33.83 10.09 56.18 32.19 43.26 11.25 13.94 5.50 11.52 8.22 179.47 85.00 67.48 69.00 10.36 16.76 2.69 490.76 25.63 10.20 10.00 0.52 134.22 10.16 15.59 4.80 129.69 53.23 38.71 14.05 57.66 57.40 28.73 19.67 127.25
14.89 15.31 160.51 35.00 1.76 3.40 0.67 27.02 4.75 21.32 0.47 9.82 ... 10.00 18.71 12.47 10.62 6.47 17.68 24.93 11.04 8.61 2.76 17.41 17.68 9.82 9.24 9.04 72.02 9.21 4.56 0.91 9.75 25.02 15.25 46.10 14.36 23.04 7.25 0.48 36.79 2.24 43.49 441.00 25.72 16.34 17.10 12.99 32.06 5.95 1.21 7.23 40.27 36.99 7.69 18.38 162.29 24.85 35.46 2.73 6.84 0.72 11.49 12.79 12.34 9.86 21.78 26.50 8.44 5.11 4.57 2.30 4.40 5.03 88.40 16.68 20.92 27.71 3.97 5.80 0.58 190.23 2.84 9.74 9.77 0.44 103.62 9.67 8.61 1.18 92.01 34.86 6.75 11.84 39.21 36.20 15.95 9.18 94.68
RaptTherap RBB Bancorp RBC Bearings RCI Hospitality RCM Tech REE Automotive REEAutoWt REGENXBIO RF Industries RGC Resources RISE Education ROC Energy ROC Energy Rt ROCEnergyAcqnUn R1RCM RackspaceTech RadiusGlbInfr RadiusHealth RadNet Radware RainTherap Rallybio RamacoRscs Rambus RandolphBancorp RangerOil RaniTherap RapidMicro Rapid7 RattlerMidstrm RealGoodFood RealNetworks RealReal ReataPharm RecursionPharm RedRiverBcshs RedRobin RedRockResorts Redbox RedboxWt Redfin RedHillBio RegencyCtrs RegenPharm RelayTherap RelmadaTherap RemitlyGlobal Renalytix Renasant ReneoPharm ReNewEnergyWt ReNewEnergy RenewableEnergy Rent-A-Center RenttheRunway RepareTherap Repligen Replimune RepublicBcpKYA RepublicFirstBncp ReservoirMedia ReservoirMediaWt ResourcesConnect RetailOppor RevanceTherap RevelstoneCapAcqn RevolutionMed ReynoldsCnsmr RhythmPharm RibbonComms RichardsonElec RigelPharm RiminiStreet RiverviewBncp Rivian Robinhood RocketPharm RockyBrands RockyMtnChoc RoivantSciences RoivantSciencesWt Roku Root RoseHillAcqn RoseHillAcqn RoseHillAcqnWt RossStores RothCHAcqnVUn Rover RoverWt RoyalGold RoyaltyPharma RubiusTherap RunwayGrowthFin RushEnt A RushEnt B RuthsHospitality RxSight Ryanair
RAPT RBB ROLL RICK RCMT REE REEAW RGNX RFIL RGCO REDU ROC ROCAR ROCAU RCM RXT RADI RDUS RDNT RDWR RAIN RLYB METC RMBS RNDB ROCC RANI RPID RPD RTLR RGF RNWK REAL RETA RXRX RRBI RRGB RRR RDBX RDBXW RDFN RDHL REG REGN RLAY RLMD RELY RNLX RNST RPHM RNWWW RNW REGI RCII RENT RPTX RGEN REPL RBCAA FRBK RSVR RSVRW RGP ROIC RVNC RCACU RVMD REYN RYTM RBBN RELL RIGL RMNI RVSB RIVN HOOD RCKT RCKY RMCF ROIV ROIVW ROKU ROOT ROSEU ROSE ROSEW ROST ROCLU ROVR ROVRW RGLD RPRX RUBY RWAY RUSHA RUSHB RUTH RXST RYAAY
35.80 389.19 10.25 65.22 37.21 9.82 21.40 20.05 16.41 72.42 9.48 1.75 12.69 36.71 174.42 7.29 83.28 21.80 763.22 19.02
24.20 232.88 4.90 52.12 18.48 5.66 12.03 17.12 13.41 35.72 1.22 0.12 3.61 25.29 91.05 2.79 62.51 13.68 376.40 12.31
S&T Bancorp SBA Comm SCYNEXIS SEI Investments SI-BONE SIGA Tech SLM SLR Invt SLR Sr Invt SMART Global SocTelemed SocTelemedWt SPI Energy SP Plus SPS Commerce SRAX SS&C Tech SSR Mining SVB Fin SabraHealthcare
STBA SBAC SCYX SEIC SIBN SIGA SLM SLRC SUNS SGH TLMD TLMDW SPI SP SPSC SRAX SSNC SSRM SIVB SBRA
... ... ... ... ... ... ... .0 .0 ...
dd dd ... dd 7 82 dd 3 3 dd
5.46 7.83 1.88 1.08 133.10 18.26 2.42 7.89 7.72 2.78
+0.27 ... –0.33 ... –0.04 ... +0.26 ... –4.29 ... –0.08 ... –0.07 ... +0.58 1.25 +0.06 1.25 –0.24 ...
... 2.0 ... .2 ... ... ... ... ... 3.4 ... ... ... ... ... ... ... ... ... ... ... ... 1.8 ... 2.5 ... ... ... ... 9.0 ... ... ... ... ... .5 ... .0 ... ... ... ... 3.3 ... ... ... ... ... 2.3 ... ... ... ... 2.8 ... ... ... ... 2.4 ... ... ... 3.1 2.2 ... ... ... 2.9 ... ... 1.7 ... ... 2.8 ... ... ... 1.5 ... ... ... ... ... ... ... ... 1.0 ... ... ... 1.3 1.7 ... 7.8 1.4 1.4 ... ... ...
dd 10 65 23 24 dd ... dd 13 19 dd ... ... ... dd dd dd dd 47 cc dd dd 35 ... 9 dd dd dd dd 13 ... dd dd dd dd 12 dd 39 88 ... dd dd 38 10 dd dd dd dd 13 dd ... ... 11 17 dd dd cc dd 12 13 cc ... 17 44 dd ... dd 20 dd 24 32 dd dd 9 ... dd dd 17 14 dd ... cc dd ... ... ... 25 ... dd ... 26 21 dd 11 15 14 23 ... dd
36.28 26.07 201.96 77.49 7.07 5.03 .96 32.38 7.85 22.98 .50 9.82 .34 10.18 25.20 13.64 16.21 6.74 30.19 41.74 12.35 9.70 12.97 29.03 24.00 27.13 17.66 10.68 120.33 11.12 6.19 1.00 11.61 26.38 17.48 53.52 16.94 54.38 7.62 1.01 39.26 2.67 74.79 642.51 31.47 21.71 20.70 16.28 37.91 8.65 1.64 7.68 42.78 48.91 8.38 21.25 260.98 27.73 50.78 3.74 7.76 1.38 17.87 19.57 16.49 9.93 25.59 31.22 10.63 6.07 13.80 2.68 5.87 7.74 103.42 18.20 22.93 40.64 7.84 10.64 2.08 236.20 3.09 10.06 9.91 .46 114.27 9.96 9.77 2.46 104.73 40.08 9.80 12.83 55.54 53.28 19.94 10.57 102.12
–0.34 +0.91 –3.06 +4.80 –0.01 –0.01 –0.02 –2.40 +0.43 +0.98 –0.03 ... ... +0.13 +0.91 –0.56 +0.01 –0.40 –0.17 +3.40 –1.78 –1.75 +0.28 +0.07 –0.44 +0.56 –0.94 –0.66 –1.02 +0.40 +0.14 –0.06 –0.06 –1.68 +0.70 –1.13 –0.22 +1.73 –0.35 –0.02 –1.24 +0.03 +1.93 +17.13 –1.93 –0.54 –0.88 –0.10 +0.36 –0.30 –0.05 –0.23 +1.03 +0.77 –0.42 –0.90 –3.67 –1.08 –0.71 –0.01 –0.10 ... +0.10 +0.70 –0.97 –0.14 –1.96 +0.91 –1.59 –0.01 +1.40 –0.16 +0.01 +0.08 +6.58 –0.70 –1.04 +2.03 –0.44 –1.32 –0.25 +2.68 –0.15 –0.09 ... ... +4.11 –0.08 –0.64 –0.25 +1.10 –0.17 –1.18 –0.61 +1.86 +1.14 –0.32 –0.06 –2.72
... .13 ... .04 ... ... ... ... ... .195 ... ... ... ... ... ... ... ... ... ... ... ... .0567 ... .15 ... ... ... ... .25 ... ... ... ... ... .07 ... 3.00 ... ... ... ... .625 ... ... ... ... ... .22 ... ... ... ... .34 ... ... ... ... .308 ... ... ... .14 .07 ... ... ... .23 ... ... .06 ... ... .055 ... ... ... .155 ... ... ... ... ... ... ... ... .285 ... ... ... .35 .17 ... .25 .19 .19 ... ... ...
3.7 .6 ... 1.3 ... ... 2.3 8.9 8.6 ... ... ... ... ... ... ... 1.0 1.1 ... 8.8
11 cc dd 17 dd 38 5 11 12 cc dd ... ... 26 cc dd 29 15 21 dd
31.45 388.56 6.31 61.33 21.81 7.65 19.47 18.37 14.01 70.70 1.31 .15 3.67 28.24 141.81 4.54 82.22 17.54 679.45 13.62
+0.19 +14.28 –0.44 +0.55 –0.07 –0.34 +0.36 +0.15 +0.05 +3.97 –0.06 –0.03 –0.58 +0.54 –2.02 –0.07 +0.56 –0.15 +4.69 +0.44
.29 .58 ... .40 ... ... .11 .41 .10 ... ... ... ... ... ... ... .20 .05 ... .30
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
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52-Week High Low Name 16.88 87.98 28.58 10.20 98.39 365.50 6.82 44.60 0.63 10.25 10.10 200.00 51.31 94.97 17.53 29.95 43.63 54.26 38.32 11.80 2.06 174.49 7.48 3.58 40.83 59.34 70.00 41.50 117.00 10.30 16.80 0.63 15.10 90.20 22.29 19.95 8.20 24.78 3.44 40.93 116.93 199.00 10.56 9.72 0.48 11.00 0.60 22.97 3.23 26.89 10.18 86.55 5.70 91.46 27.18 12.00 10.21 94.92 62.37 61.96 26.50 5.97 15.50 29.90 15.39 2.18 6.04 10.15 9.80 0.53 79.52 12.81 4.07 59.57 61.53 44.04 249.73 46.21 23.19 54.50 9.14 29.42 24.00 22.22 42.57 51.42 342.03 35.00 44.55 59.27 210.98 95.86 67.49 63.41 17.66 33.43 90.92 39.60 33.37 3.60 8.14 341.77 10.21 61.16 204.00 151.44 4.16 10.00 16.08 39.61 24.50 17.40 28.26 24.99 16.69 389.71 11.58 14.85 6.98 14.72 15.09 47.49 44.72 19.80 30.38 4.49 28.13 93.26 65.59 61.93 21.01 45.36 17.41 26.36 4.54 22.24 10.19
7.05 72.75 19.20 9.97 36.13 171.16 1.04 14.90 0.45 10.05 9.87 125.55 31.25 77.52 7.05 ... 30.59 45.17 24.30 5.95 0.51 65.30 4.06 1.03 23.47 27.72 21.84 23.96 32.70 9.90 9.67 0.43 8.42 36.89 12.25 1.58 3.48 14.30 0.66 28.52 58.04 133.20 9.99 9.72 0.40 9.67 0.43 11.86 0.33 12.78 7.34 19.92 2.67 62.81 4.26 0.97 10.05 57.97 36.23 37.80 4.70 2.81 6.58 5.41 7.95 0.93 0.70 10.00 9.80 0.46 1.11 4.15 0.58 7.88 24.44 20.94 91.47 18.04 12.99 26.90 3.36 21.48 13.68 13.10 17.00 2.48 132.05 20.50 35.61 36.02 120.15 46.54 38.28 5.87 12.75 21.22 36.90 22.44 9.84 1.27 5.75 75.81 10.01 36.35 142.00 72.72 1.71 1.20 2.29 14.50 13.14 2.93 11.80 14.64 6.12 199.33 1.59 8.64 0.55 9.83 1.70 9.10 22.76 11.71 20.48 1.89 18.51 62.60 34.50 29.26 18.90 30.51 12.64 16.75 1.27 11.75 10.03
Sabre SafetyInsurance SagaComm SagaliamAcqn SageTherap Saia SalemMedia SanaBiotech SanabyHlthIWt SanabyHealthI SanabyHlthIA SandersonFarms SandySpringBncp Sanfilippo SangamoTherap SangomaTechs Sanmina Sanofi SapiensInt SarcosTech&Robotic SarcosTechRobotWt SareptaTherap SatsumaPharm Savara ScanSource SchnitzerSteel ScholarRock Scholastic Schrodinger SchultzeSpacII SchultzeSpecII A SchultzeSpecIIWt Science37 ScientificGames SciPlay ScopusBio scPharm ScrippsEW SeaChange SeacoastBkgFL Seagate Seagen SeaportCalibre SeaportCalibreMatl SeaportCalibreMtls SeaportGlblAcqnII SeaportGlbAcqnIIWt SeaSpine SecooHolding SecureWorks SecurityNatFin Seer SelectaBiosci SelectiveIns Sema4 Sema4Wt SemperParatus Semtech SenecaFoods A SenecaFoods B SenseiBiotherap SenstarTech SeraPrognostics SeresTherap ServiceProperties ServiceSource SesenBio 7Acqn 7AcqnA 7AcqnWt 17Educ&Tech Sharecare SharecareWt ShattuckLabs ShenandoahTel ShoalsTech ShockwaveMed ShoeCarnival ShoreBancshares Shyft Sientra SierraBancorp SierraOncology SierraWireless SightSciences SigilonTherap SignatureBank SilenceTherap SilganHoldings Silicom SiliconLab SiliconMotion SilkRoadMed SilverbackTherap SilvercrestAsset SimmonsFirstNat SimulationsPlus SinclairBroadcast SingularGenomics SioGeneTherap SiriusXM SiTime SizzleAcqn SkyWest Skyworks SleepNumber SmartSand SmartShareGlbl SmileDirectClub Smith&Wesson SnapOne SoYoungIntl SoFiTech Sohu.com SolGelTech SolarEdgeTech SolidBiosci SolidPower SolidPowerWt SomaLogic SomaLogicWt Sono Sonos SophiaGenetics SoteraHealth SotherlyHotels SouthPlainsFin SouthState SouthernFirstBcsh SoMO Bancorp SouthernStatesBcsh SouthsideBcshs SovosBrands SpartanNash SpectrumPharm SperoTherap SpindletopHlth
Tick Div Sym Yld P/E Last Chg. Amt. SABR SAFT SGA SAGAU SAGE SAIA SALM SANA SANBW SANBU SANB SAFM SASR JBSS SGMO SANG SANM SNY SPNS STRC STRCW SRPT STSA SVRA SCSC SCHN SRRK SCHL SDGR SAMAU SAMA SAMAW SNCE SGMS SCPL SCPS SCPH SSP SEAC SBCF STX SGEN SCMAU SCMA SCMAW SGII SGIIW SPNE SECO SCWX SNFCA SEER SELB SIGI SMFR SMFRW LGSTU SMTC SENEA SENEB SNSE SNT SERA MCRB SVC SREV SESN SVNAU SVNA SVNAW YQ SHCR SHCRW STTK SHEN SHLS SWAV SCVL SHBI SHYF SIEN BSRR SRRA SWIR SGHT SGTX SBNY SLN SLGN SILC SLAB SIMO SILK SBTX SAMG SFNC SLP SBGI OMIC SIOX SIRI SITM SZZLU SKYW SWKS SNBR SND EM SDC SWBI SNPO SY SOFI SOHU SLGL SEDG SLDB SLDP SLDPW SLGC SLGCW SEV SONO SOPH SHC SOHO SPFI SSB SFST SMBC SSBK SBSI SOVO SPTN SPPI SPRO SHCAU
... 4.2 2.6 ... ... ... ... ... ... ... ... .9 2.7 .8 ... ... ... 2.7 ... ... ... ... ... ... ... 1.4 ... 1.5 ... ... ... ... ... ... ... ... ... ... ... 1.5 2.5 ... ... ... ... ... ... ... ... ... ... ... ... 1.4 ... ... ... ... ... ... ... 37.5 ... ... .4 ... ... ... ... ... ... ... ... ... .3 ... ... .7 2.3 .2 ... 3.2 ... ... ... ... .7 ... 1.3 ... ... 1.6 ... ... 4.0 2.4 .5 3.0 ... ... 1.4 ... ... ... 1.4 ... ... ... ... 1.8 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... 1.3 2.4 ... 1.5 1.8 3.2 ... 3.1 ... ... ...
dd 8 15 ... 3 40 3 dd ... ... ... 9 9 16 dd dd 10 18 46 dd ... dd dd dd 13 9 dd 40 dd ... ... ... dd 37 16 dd dd 19 dd 17 17 dd ... ... ... ... ... dd ... dd 5 dd dd 12 dd ... ... 55 4 4 dd 7 dd dd dd dd dd ... ... ... dd dd ... dd 1 cc dd 8 15 31 dd 10 dd dd dd dd 23 dd 14 43 dd 23 dd dd 14 12 cc 14 dd dd 81 cc ... 33 17 10 dd dd dd 3 dd 40 dd 1 dd cc dd ... ... dd ... dd 25 dd cc dd 9 13 12 9 ... 12 cc 15 dd dd ...
8.64 84.90 24.34 10.01 43.25 332.84 3.13 15.75 .46 10.15 9.90 190.28 48.07 89.63 7.81 16.86 41.60 50.42 34.58 9.98 1.97 90.59 4.85 1.30 35.38 52.15 26.05 40.57 34.39 10.07 9.83 .50 12.76 67.18 13.64 1.63 4.92 19.66 1.66 34.93 113.78 157.19 10.03 9.72 .48 9.87 .50 13.31 .49 16.30 9.30 22.72 3.34 81.29 4.60 1.02 10.07 88.53 47.38 47.10 5.57 2.88 7.00 8.55 8.95 .98 .81 10.03 9.80 .50 1.25 4.84 .71 8.64 25.87 24.73 179.66 39.70 20.74 49.12 3.55 27.11 22.50 17.38 17.69 2.86 319.70 24.00 42.71 50.18 206.19 94.07 43.30 6.60 16.81 29.77 49.17 26.46 11.50 1.31 6.42 291.07 10.03 39.40 155.80 77.52 1.75 1.29 2.44 17.73 20.76 3.24 15.95 16.13 7.37 282.35 1.78 9.04 2.47 11.29 3.17 10.05 29.99 13.17 23.27 1.97 27.93 80.55 62.82 51.81 19.66 41.71 14.88 25.87 1.35 15.34 10.08
–0.27 +2.81 +0.32 +0.03 +0.18 +9.31 –0.02 –0.63 –0.04 +0.01 –0.02 +2.78 +0.50 +0.31 –0.77 +0.19 +1.01 +0.59 +0.34 +0.46 +0.14 –0.97 +0.10 +0.01 +0.83 +0.88 +0.66 +0.15 –1.51 –0.02 –0.02 –0.02 –0.07 –0.57 +0.15 –0.28 –0.42 –0.07 –0.17 +0.39 +2.36 –1.35 –0.11 ... +0.08 +0.04 +0.07 +0.36 +0.07 +0.09 +0.21 –1.05 –0.23 +1.70 –0.07 –0.28 –0.01 +1.62 –0.64 +0.46 –0.23 –0.10 –1.00 –0.62 –0.01 –0.01 –0.07 ... ... –0.03 ... –0.12 –0.11 –0.26 –0.69 –1.32 –3.61 +0.43 +0.44 +0.70 –0.17 –0.17 +0.19 +0.47 –0.85 –0.14 –0.03 +0.60 +1.58 +0.98 +1.06 +2.00 –0.79 –0.05 +0.11 +0.52 –0.47 –0.13 +0.06 –0.11 –0.01 +7.13 –0.03 –1.85 +2.38 +0.03 –0.06 ... –0.41 +0.18 +0.28 +0.11 +0.86 +0.04 +0.63 –0.94 –0.13 –1.62 –0.48 +0.59 –0.11 –1.50 +0.09 –0.48 –0.30 –0.09 +1.03 +1.51 +0.08 +1.37 –0.30 +0.44 +0.97 +0.52 –0.17 +1.32 –0.07
... .90 .50 ... ... ... ... ... ... ... ... .44 .32 2.30 ... ... ... 1.9061 ... ... ... ... ... ... ... .1875 ... .15 ... ... ... ... ... ... ... ... ... ... ... .13 .70 ... ... ... ... ... ... ... ... ... ... ... ... .28 ... ... ... ... ... ... ... 1.725 ... ... .01 ... ... ... ... ... ... ... ... ... .07 ... ... .07 .12 .025 ... .22 ... ... ... ... .56 ... .14 ... ... .50 ... ... .17 .18 .06 .20 ... ... .022 ... ... ... .56 ... ... ... ... .08 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... .09 .49 ... .20 .09 .33 ... .20 ... ... ...
52-Week High Low Name
Tick Div Sym Yld P/E Last Chg. Amt.
... 0.65 30.46 178.18 12.86 28.22 18.05 11.16 10.03 0.65 96.48 30.61 28.49 163.08 11.04 26.00 5.40 126.32 51.90 2.58 2.89 74.37 55.19 79.97 28.99 29.67 51.56 113.76 67.40 71.58 95.12 72.34 56.95 96.73 67.28 37.59 35.80 28.00 20.00 12.30 46.37 44.13 17.07 57.52 100.93 47.14 29.33 34.50 14.40 3.27 69.58 62.27 28.30 10.00 15.90 299.39 6.59 25.68 104.18 5.11 377.60 7.89 15.49
... 0.45 16.37 105.45 7.16 13.98 10.49 10.03 9.79 0.47 51.72 19.13 2.25 77.74 2.35 8.52 2.25 95.92 16.16 0.68 2.02 33.77 28.52 55.76 18.78 17.44 32.31 17.47 40.10 17.76 14.02 52.31 17.82 52.67 31.89 23.20 10.43 20.00 11.80 2.23 12.90 23.97 5.81 19.34 30.27 30.34 20.11 23.15 4.64 0.69 26.42 41.59 14.03 9.85 7.38 94.23 2.15 13.02 66.02 2.15 217.69 1.41 3.23
SpindletopHlth SpindletopHlthWt SpiritofTexas Splunk SpokHoldings Sportradar SportsmansWrhs SportsMapTech SportsMapTech SportsMapTechWt SpringWorks SproutsFarmersMkt SpruceBio StaarSurgical Stagwell StarBulkCarriers StarEquity Starbucks StateAutoFin StealthBioTher StealthGas SteelDynamics StepStone Stericycle SterlingCheck SterlingCnstr StevenMadden StitchFix StockYardsBncp StokeTherap StoneCo StoneX Stratasys StrategicEd Strattec StratusProp StrongholdDig SummitFin SummitStateBk SummitTherap SumoLogic SunCountryAir SunOpta SunPower SunRun SuperMicroComp SuperiorGroup SupernusPharms SurfaceOncol Surgalign SurgeryPartners Surmodics SutroBioph SwiftmergeAcqn Synalloy Synaptics Synchronoss SyndaxPharm SyneosHealth Synlogic Synopsys SyprisSolutions SyrosPharm
SHCA SHCAW STXB SPLK SPOK SRAD SPWH SMAPU SMAP SMAPW SWTX SFM SPRB STAA STGW SBLK STRR SBUX STFC MITO GASS STLD STEP SRCL STER STRL SHOO SFIX SYBT STOK STNE SNEX SSYS STRA STRT STRS SDIG SMMF SSBI SMMT SUMO SNCY STKL SPWR RUN SMCI SGC SUPN SURF SRGA SGRY SRDX STRO IVCPU SYNL SYNA SNCR SNDX SYNH SYBX SNPS SYPR SYRS
14.40 35.10 18.00 21.14 22.54 10.43 10.00 0.52 10.19 9.91 0.59 15.39 3.65 150.20 81.36 224.56 113.37 15.36 3.79 17.20 16.20 69.31 64.53 214.91 19.82 33.90 12.45 3.30 10.19 155.86 18.84 19.25 10.01 49.37 85.49 10.44 33.35 111.44 15.32 48.35 41.84 208.99 58.45 32.00 168.91 28.36 30.04 1243.49 9.25 192.91 93.26 202.26 110.75 33.36 2.75 22.74 24.54 30.50 8.50 10.13 34.43 31.86 45.00 10.20 9.98 0.65 16.84 67.00 30.75 38.58
10.11 4.52 11.03 6.39 16.95 10.10 9.78 0.37 10.00 9.77 0.43 1.66 0.21 106.70 14.05 145.82 70.39 11.73 0.45 6.80 0.87 10.05 18.49 144.58 11.30 3.64 1.78 0.17 9.95 76.19 8.90 1.46 9.92 21.00 26.66 4.40 11.12 57.53 9.93 25.30 14.43 128.15 35.32 15.35 104.05 5.52 23.18 539.49 5.08 113.15 54.27 160.76 73.20 13.26 0.36 6.10 8.65 24.51 1.03 5.20 24.14 12.43 11.27 10.03 9.83 0.39 9.55 6.97 24.13 18.65
TCG BDC TCR2 Therap TelaBio TFF Pharm TFS Fin TGVentureAcqn TGVentureAcqn TGVentureAcqnWt TKBCritTech1 TKBCriticalTech1 TKBCriticalTech1Wt TMCthemetals TMCtheMtlsWt T-MobileUS TPIComposites TRowePrice TTEC TTM Tech T2Biosystems Taboola TaboolaWt TabulaRasaHlth TactileSystems TakeTwoSoftware TalarisTherap TalisBiomed Talkspace TalkspaceWt Talon1Acqn TandemDiabetes TangoTherapeutics TarenaIntl TargetGlobal I TarsusPharm TaskUs TatTechnologies TayshaGene TechTarget Ericsson Telesat Telos 10xGenomics Tenable TenayaTherap Teradyne TernsPharm TerritBanc Tesla TesscoTech TetraTech TexasCapBcshs TexasInstruments TexasRoadhouse TheBancorp TherapeuticsMD TheravanceBio TheseusPharm ThirdCoastBcshs 36Kr ThorneHealthtech Thoughtworks ThredUp 360DigiTech ThriveAcqn ThriveAcqnA ThriveAcqnWt ThunderBridgeIV A Tilray TimberlandBncp TitanMachinery
CGBD TCRR TELA TFFP TFSL TGVCU TGVC TGVCW USCTU USCT USCTW TMC TMCWW TMUS TPIC TROW TTEC TTMI TTOO TBLA TBLAW TRHC TCMD TTWO TALS TLIS TALK TALKW TOACU TNDM TNGX TEDU TGAAU TARS TASK TATT TSHA TTGT ERIC TSAT TLS TXG TENB TNYA TER TERN TBNK TSLA TESS TTEK TCBI TXN TXRH TBBK TXMD TBPH THRX TCBX KRKR THRN TWKS TDUP QFIN THACU THAC THACW THCP TLRY TSBK TITN
... ... 1.7 ... 5.4 ... ... ... ... ... ... ... ... ... ... 13.9 ... 1.7 .8 ... ... 1.7 1.4 ... ... ... 1.3 ... 1.8 ... ... ... ... 4.1 ... ... ... 2.6 3.1 ... ... ... ... ... ... ... 2.2 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...
... ... 11 dd dd ... 7 ... ... ... dd 13 dd cc dd 5 dd 33 32 dd 28 6 13 cc dd 13 25 dd 23 dd dd 11 dd 36 10 dd ... 8 7 dd dd 22 dd 13 dd 21 10 20 16 dd dd cc dd ... 44 90 dd dd 43 dd 77 48 dd
9.55 .60 28.89 116.09 9.20 18.20 11.91 10.16 9.81 .47 62.33 29.88 5.02 93.67 8.60 21.53 3.04 116.24 51.68 .79 2.11 61.88 41.59 59.51 20.49 26.22 45.96 19.88 63.40 24.07 17.00 61.66 24.77 58.32 36.69 35.60 12.45 27.42 15.49 2.55 13.91 27.39 6.83 21.01 34.01 44.68 21.93 30.03 4.86 .72 53.28 47.98 15.06 9.95 15.90 287.70 2.37 21.78 102.83 2.39 370.81 2.33 3.30
... ... +0.55 +0.17 +0.48 –0.39 +0.42 –0.19 –0.03 ... –8.47 +1.90 +1.30 –2.59 –0.38 +0.48 +0.20 +3.87 +0.09 –0.02 –0.15 +0.23 –0.15 +0.97 +0.61 +0.22 +1.52 +0.14 +1.74 +2.50 –0.41 +0.40 +0.82 –0.24 –0.66 –1.30 +0.45 +0.05 +0.14 –0.48 –0.38 –0.55 +0.03 +0.28 –0.64 +1.96 +0.20 –0.77 –0.34 –0.12 –0.21 –0.22 +0.81 –0.04 +0.71 +9.42 –0.23 –0.69 +1.97 –0.06 +4.66 –0.12 –0.34
... ... .12 ... .125 ... ... ... ... ... ... ... ... ... ... 1.25 ... .49 .10 ... ... .26 .15 ... ... ... .15 ... .28 ... ... ... ... .60 ... ... ... .18 .12 ... ... ... ... ... ... ... .12 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...
9.5 ... ... ... 6.3 ... ... ... ... ... ... ... ... ... ... 2.2 1.0 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... 1.4 ... ... ... ... ... .2 ... 3.7 ... ... .5 ... 2.4 1.8 ... ... ... ... ... ... ... ... ... 1.2 ... ... ... ... ... 3.0 ...
5 dd dd dd 63 ... ... ... ... ... ... dd ... 44 dd 15 28 19 dd ... ... dd 49 37 dd dd dd ... ... cc dd dd ... dd ... dd dd cc 15 ... dd dd dd dd 31 dd 12 cc dd 39 13 24 30 14 dd dd ... 23 dd dd dd ... 4 ... ... ... ... dd 8 17
13.54 4.79 12.22 9.03 17.92 10.25 9.82 .42 10.19 9.91 .48 1.94 .28 116.51 14.69 198.14 92.21 14.82 .51 7.82 1.52 14.73 19.23 180.83 15.34 4.09 1.97 .20 10.15 151.88 10.86 1.69 9.96 24.00 55.02 6.35 11.74 96.95 10.94 29.21 15.65 150.88 56.04 19.00 163.72 6.21 25.20 1070.34 6.39 168.87 60.17 189.41 90.44 25.30 .37 10.98 12.28 25.98 1.14 6.14 27.17 13.26 22.75 10.08 9.88 .43 9.76 7.28 27.69 33.72
–0.48 +0.02 –0.28 –0.62 +0.24 +0.03 ... –0.06 +0.14 ... +0.02 –0.11 –0.09 –3.40 –0.99 +2.85 +0.13 +0.34 –0.01 –0.24 –0.05 –0.11 –0.97 +2.87 +0.35 –0.17 –0.01 –0.01 +0.02 +0.08 –0.08 +0.22 –0.03 –1.93 +3.37 ... –1.01 –1.53 +0.17 –2.67 –0.52 +4.79 +0.66 –2.36 +0.98 –0.21 +0.60 +3.34 –1.21 +0.98 +1.61 +2.01 +1.65 +0.48 –0.04 +0.20 +1.14 +0.10 –0.04 +0.52 +0.13 –0.03 +0.76 –0.02 –0.02 –0.02 +0.01 –0.56 –0.03 +1.54
.07 ... ... ... .2825 ... ... ... ... ... ... ... ... ... ... 1.08 .47 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... .1139 ... ... ... ... ... .10 ... .10 ... ... .20 ... 1.15 .40 ... ... ... ... ... ... ... ... ... .27 ... ... ... ... ... .21 ...
T
52-Week High Low Name 29.18 5.24 2.12 10.16 40.45 34.32 239.36 114.09 102.33 17.18 101.05 7.00 49.50 64.58 19.83 33.09 37.17 19.57 23.76 3.64 9.57 51.66 38.72 96.49 6.82 17.79 45.19 64.95 31.24 13.68 136.01 5.88 6.25 158.25 41.47 36.31 14.71 5.28 141.30 38.70 79.84 18.16 16.20 214.07 64.00 59.74 31.36
19.42 0.85 0.36 6.93 24.81 21.76 138.14 46.71 59.35 6.90 32.54 2.35 17.20 22.00 8.67 12.75 15.00 7.60 13.48 0.66 3.55 34.43 27.86 65.28 1.38 13.46 21.40 23.52 16.85 2.26 48.31 1.93 3.08 69.74 29.78 26.60 4.53 0.80 34.58 19.62 27.24 6.42 7.61 73.18 13.77 19.66 11.37
TivityHealth TizianaLife TonixPharm Torm TowerSemi TowneBank TractorSupply TradeDesk Tradeweb TransActTechs Transcat TransCodeTherap TransMedics TravelCenters Travelzoo TravereTherap TreaceMed TreanInsurance TremorIntl TreviTherap Tricida TriCoBancshares TriMas Trimble TrinityBiotech TrinityCapital Trip.com TripAdvisor TriStateCapital Triterras TriumphBancorp trivago TrueCar Trupanion TrustcoBank Trustmark TScanTherap Tuniu TurningPtTherap TurtleBeach TuSimple 23andMe TwinDisc TwistBiosci 2seventybio 2U TyraBiosciences
93.54 109.90 23.56 18.75 45.72 156.00 10.28 14.20 32.62 417.85 65.33 175.00 11.78 22.03 8.60 37.99 42.27 63.70 37.71 42.50 37.24 36.40 18.99 8.92 217.99 14.60 28.91 9.78 262.77 65.02 27.95 12.47 11.99 30.95 38.50 53.00 401.49 64.49 42.10 28.20 8.62 133.87 2.34 5.82
52.58 67.33 8.35 10.53 28.91 111.83 9.91 1.93 16.21 276.00 30.73 72.89 4.92 14.49 2.53 25.05 19.50 38.88 22.70 31.57 26.97 19.85 13.68 6.67 145.79 10.07 17.20 1.23 139.83 35.23 16.62 6.94 1.45 20.16 4.16 17.35 36.26 31.31 24.40 8.68 2.60 81.01 0.75 0.86
UFP Inds UMB Fin USA Truck USCB Financial US Ecology US Lime&Min UTAAcqnUn uCloudlink Udemy UltaBeauty UltraClean UltragenyxPharm Ultralife Umpqua UnicoAmerican UnionBankshares uniQure UnitedAirlines UnitedBancshares UnitedBkshrsWV UtdCmtyBks UnitedFire UnitedGuardian UnitedSecBcshrs UnitedTherap Uniti UnityBancorp UnityBiotech UnivDisplay UnivElectro UnivLogistics UnivStainless UniversePharm UnivestFin UpFintech UplandSoftware Upstart Upwork UrbanOutfitters UroGenPharma Usio UtahMedProducts UTStarcom Uxin
Tick Div Sym Yld P/E Last Chg. Amt. TVTY TLSA TNXP TRMD TSEM TOWN TSCO TTD TW TACT TRNS RNAZ TMDX TA TZOO TVTX TMCI TIG TRMR TRVI TCDA TCBK TRS TRMB TRIB TRIN TCOM TRIP TSC TRIT TBK TRVG TRUE TRUP TRST TRMK TCRX TOUR TPTX HEAR TSP ME TWIN TWST TSVT TWOU TYRA
... ... ... ... ... 2.5 .9 ... .3 ... ... ... ... ... ... ... ... ... ... ... ... 2.3 .4 ... ... 7.4 ... ... ... ... ... ... ... ... 4.2 2.8 ... ... ... ... ... ... ... ... ... ... ...
11 dd dd dd 33 10 30 97 88 dd 61 dd dd 19 27 dd dd 19 ... dd dd 11 23 40 2 5 12 dd 17 51 26 dd 5 dd 11 12 ... dd dd 14 dd dd dd dd ... dd ...
26.18 .96 .36 7.99 39.19 31.45 236.72 94.27 100.14 10.35 93.40 2.43 19.45 51.77 9.67 30.31 18.52 8.60 15.22 .76 9.27 42.68 36.52 87.50 1.43 17.00 24.76 27.60 30.38 2.43 118.95 2.07 3.40 130.73 33.18 32.48 4.83 .99 48.63 22.72 34.94 6.90 10.93 78.59 25.92 20.50 13.93
+0.24 ... –0.04 ... +0.79 –0.11 +8.45 –1.78 +1.25 –0.26 +0.50 –0.25 –1.57 +0.09 –0.49 –0.86 +1.25 +0.27 –0.02 +0.01 +0.06 +0.69 +1.76 +1.39 –0.15 –0.27 +0.97 +0.34 +0.42 –0.21 +5.82 –0.08 +0.01 –2.87 +0.24 +0.43 –0.03 +0.01 –1.17 –1.75 –1.81 –0.53 –0.28 –5.91 –5.09 –0.75 –0.90
... ... ... ... ... .20 .52 ... .08 ... ... ... ... ... ... ... ... ... ... ... ... .25 .04 ... ... .36 ... ... ... ... ... ... ... ... .35 .23 ... ... ... ... ... ... ... ... ... ... ...
.9 1.4 ... ... ... .5 ... ... ... ... ... ... ... 4.3 ... 4.6 ... ... 2.6 4.0 2.3 2.6 7.8 5.4 ... 4.3 1.5 ... .5 ... 2.2 ... ... 2.7 ... ... ... ... ... ... ... 1.1 ... ...
12 12 9 ... dd 20 ... dd ... 26 26 dd 32 9 dd 9 3 dd 8 12 12 43 18 16 22 cc 8 dd 41 24 7 dd ... 9 27 dd cc dd 10 dd dd 26 dd dd
91.06 106.40 19.17 13.92 31.68 127.07 10.01 5.10 18.31 404.79 57.47 84.25 6.02 19.33 3.34 28.61 20.87 44.13 30.50 36.32 35.52 23.50 16.70 8.21 215.18 14.09 26.01 1.38 165.35 40.81 18.68 7.83 1.60 30.06 4.94 18.63 155.43 34.51 30.05 9.90 4.62 100.40 .86 1.41
+3.33 +1.21 –0.15 –0.71 +1.12 –2.34 –0.04 +1.80 –1.18 +12.42 +1.29 –0.49 +0.06 +0.34 +0.24 –1.68 –1.38 –0.74 +1.50 +0.28 +1.15 +0.17 +0.35 +0.16 +1.14 +0.80 +0.69 –0.18 +5.92 –0.51 +0.69 +0.28 –0.05 +0.32 +0.04 –0.13 +7.29 +0.87 +0.93 +0.41 –0.46 +2.52 –0.04 –0.06
.20 .37 ... ... ... .16 ... ... ... ... ... ... ... .21 ... .33 ... ... .20 .36 .20 .15 .65 .11 ... .15 .10 ... .20 ... .105 ... ... .20 ... ... ... ... ... ... ... 2.00 ... ...
... ... ... ... .7 ... ... ... ... 3.2 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... .5 2.0 ... ... ... .7 ... ...
8 ... dd 8 88 dd ... ... ... 12 dd 27 79 dd dd dd dd dd dd 86 dd ... ... dd 14 dd dd dd dd 47 53 17 dd dd dd 16 ... 27
1.72 10.18 8.98 10.27 60.86 1.08 8.35 10.65 9.90 13.75 54.81 16.28 32.10 50.08 1.93 4.26 25.45 5.56 5.04 28.45 4.83 .78 20.00 1.75 8.48 25.30 41.45 2.07 52.36 254.31 228.09 39.81 22.86 6.96 9.53 11.91 16.38 222.45
+0.05 +0.13 –0.17 –0.29 –0.68 –0.04 +0.40 +1.07 –0.17 +0.19 –2.50 –1.70 +0.28 +0.86 –0.12 +0.08 +1.29 –0.87 –0.05 +1.59 –0.49 –0.20 +2.98 –0.41 –0.06 +2.46 +0.96 –0.24 +1.54 +4.67 +2.56 +0.94 +0.36 +0.54 +0.10 +0.02 –0.72 –1.00
... ... ... ... .10 ... ... ... ... .11 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... .29 .20 ... ... ... .0196 ... ...
U UFPI UMBF USAK USCB ECOL USLM UTAAU UCL UDMY ULTA UCTT RARE ULBI UMPQ UNAM UNB QURE UAL UBOH UBSI UCBI UFCS UG UBFO UTHR UNIT UNTY UBX OLED UEIC ULH USAP UPC UVSP TIGR UPLD UPST UPWK URBN URGN USIO UTMD UTSI UXIN
V 2.38 10.18 44.45 27.78 65.42 13.20 11.00 17.99 10.15 14.85 67.84 21.86 32.65 75.33 3.17 15.48 30.88 22.77 37.70 28.67 26.74 11.10 26.00 3.44 13.62 37.11 86.03 4.93 53.17 257.03 231.57 45.36 50.34 9.72 18.42 14.30 39.71 242.99
1.51 10.04 7.28 9.44 34.03 0.90 6.90 7.50 9.90 9.53 24.16 12.90 16.37 42.74 1.65 2.20 15.51 5.26 2.74 17.16 4.60 0.75 13.95 1.17 7.55 11.30 32.87 1.87 33.03 184.60 159.79 24.52 16.45 3.66 8.51 7.22 15.91 176.36
VEON VMG Consumer VNET VOXX Intl VSE VyneTherap Vacasa Vaccitech VahannaTechI ValleyNatlBncp Valneva VandaPharm VarexImaging VaronisSystems VascularBiogenics VastaPlatform Vaxcyte Vaxxinity VectivBio VeecoInstr VelodyneLidar VelodyneLidarWt VentyxBiosciences VenusConcept VeraBradley VeraTherap Veracyte Verastem VerintSystems VeriSign VeriskAnalytics Veritex Veritone VeronaPharma VerricaPharm VersaBank Vertex VertxPharm
VEON VMGAU VNET VOXX VSEC VYNE VCSA VACC VHNAU VLY VALN VNDA VREX VRNS VBLT VSTA PCVX VAXX VECT VECO VLDR VLDRW VTYX VERO VRA VERA VCYT VSTM VRNT VRSN VRSK VBTX VERI VRNA VRCA VBNK VERX VRTX
52-Week High Low Name
Tick Div Sym Yld P/E Last Chg. Amt.
78.00 12.40 101.60 101.97 69.16 68.76 18.86 18.14 164.76 43.09 16.28 13.31 2.94 8.25 10.09 26.31 58.00 19.46 13.48 18.99 25.32 141.01 24.80 4.61 10.80 3.47 32.35 338.80 10.21 9.90 0.50 147.55 18.61 31.24 18.48 14.35 4.00 20.36 20.85 63.62 9.15 53.33
29.50 9.31 31.80 28.29 7.95 31.16 11.96 14.66 74.08 15.69 8.52 3.45 0.50 3.79 4.41 21.00 17.10 9.65 8.88 2.16 11.31 25.31 3.18 2.35 8.45 0.82 23.19 200.94 10.05 9.73 0.37 91.61 8.45 15.14 10.61 9.38 0.86 14.53 10.85 10.48 2.46 10.12
VerveTherap ViaRenewables ViacomCBS A ViacomCBS B ViantTech ViaSat Viatris ViaviSolutions Vicor VictoryCapital VidlerWater View ViewWt ViewRay VikingTherap VillageSuper A Vimeo VinciPartnersInvt VintageWineEstates ViomiTech ViperEnergyPtrs VirBiotech ViractaTherap VircoMfg VirginOrbit VirginOrbitWt VirtuFinancial VirtusInvtPtrs VisionSensingAcqn VisionSensingA VisionSensingWt Visteon VitaCoco VitalFarms Vitru VividSeats VividSeatsWt Vodafone Vonage VorBiopharma VoyagerTherap Vroom
12.17 333.42 56.08 16.79 41.13 4.33 57.05 34.42 50.23 36.84 58.73 22.18 36.69 34.95 64.70 19.90 3.21 10.02 29.46 23.99 49.76 39.87 34.50 66.85 78.19 9.98 12.95 25.50 54.99 47.78 271.87 12.94 187.35 277.99 97.11 7.38 22.40 362.07 130.75 307.81 265.75 10.75 9.76 0.60 143.88
3.10 207.11 40.64 14.25 14.75 0.75 39.03 15.81 31.50 25.13 42.43 18.00 17.96 5.45 27.30 4.65 0.48 10.00 18.86 10.69 38.54 28.65 18.86 53.24 48.62 6.30 2.03 15.74 30.01 26.32 197.63 2.82 112.49 165.82 59.88 5.08 3.90 133.00 101.28 217.60 98.00 9.90 9.70 0.50 76.03
WaveLifeSci WD-40 WSFS Financial WVS Financial WW Intl Waitr WalgreensBoots WalkMe WarnerMusic WashingtonFederal WashTrBcp WaterstoneFinl WaysideTech WeatherfordIntl Weibo Wejo WejoWt WelsbachTech Wendy's WerewolfTherap WernerEnterprises WesBanco WestBancorp WestamericaBncp WesternDigital WestNewEngBncp WestportFuelSys WeycoGroup Willdan WillisLease WillisTowers WiMiHologram Wingstop Winmark WintrustFin WisdomTreeInvs WISeKey Wix.com Woodward Workday WorldAcceptance WorldwideWebb WorldwideWebbA WorldwideWebbWt WynnResorts
44.65 53.08 20.75 4.15 72.94 58.35 36.42 7.94 26.96 239.79 27.95 97.57 14.63 4.55 25.03 11.22 53.18 87.11 15.24 53.77 4.45 5.95 193.54 38.21 615.00 87.19 135.00 212.40 208.11 11.70 9.90 2.60 68.25 23.69 451.77 79.17 7.34 376.11 55.10 52.00 9.00 22.89 12.32
19.40 27.65 10.71 0.95 57.23 30.12 13.23 1.77 17.59 111.84 8.52 40.38 2.65 0.36 17.19 1.84 14.95 58.91 4.22 40.70 0.50 1.07 49.41 19.33 372.46 34.48 81.52 52.31 52.57 9.84 9.58 0.80 42.12 11.03 174.66 37.86 1.18 157.03 35.57 6.40 2.88 9.30 5.57
XOMA XP XBiotech XcelBrands XcelEnergy Xencor XenonPharms XerisBiopharma Xerox Xilinx XilioTherap Xometry Xos XosWt Xperi Xunlei Y-mAbsTherap Yandex Yellow YorkWater Yunji Ziopharm ZaiLab ZealandPharma ZebraTech ZentalisPharm ZiffDavis Zillow A Zillow C ZimmerEnergy ZimmerEnerA ZimmerEnerWt ZionsBancorp Zogenix ZoomVideo ZoomInfoTech Zovio Zscaler Zumiez Zymergen ZynerbaPharma Zynex Zynga
VERV VIA VIACA VIAC DSP VSAT VTRS VIAV VICR VCTR VWTR VIEW VIEWW VRAY VKTX VLGEA VMEO VINP VWE VIOT VNOM VIR VIRX VIRC VORB VORBW VIRT VRTS VSACU VSAC VSACW VC COCO VITL VTRU SEAT SEATW VOD VG VOR VYGR VRM
... 6.3 2.8 3.1 ... ... 3.2 ... ... 1.5 ... ... ... ... ... 4.3 ... 4.3 ... ... 7.0 ... ... ... ... ... 3.3 2.0 ... ... ... ... ... ... ... .0 ... 10.3 ... ... ... ...
dd 13 7 6 dd 93 dd dd 96 10 24 ... ... dd dd 14 ... 15 dd 7 dd dd dd dd ... ... 7 12 ... ... ... cc ... cc 49 dd ... dd dd dd dd dd
37.72 11.45 34.63 31.12 10.24 44.73 13.55 17.66 126.06 36.42 12.07 4.03 .58 5.32 4.64 23.22 17.86 10.64 11.73 2.43 21.60 40.62 3.86 3.07 9.14 1.42 28.68 297.43 10.15 9.90 .42 110.22 11.45 18.42 14.10 11.00 2.80 15.15 20.79 11.89 2.86 11.11
–3.60 +0.43 +0.35 +0.54 +0.05 –0.73 –0.08 +0.56 +2.07 –0.29 –0.26 –0.54 –0.17 –0.14 –0.54 +0.87 –0.56 –0.59 +0.97 –0.02 +0.49 –1.13 –0.01 +0.05 –0.56 –0.20 +0.29 +0.97 –0.03 +0.03 –0.02 +0.08 +0.12 +1.11 +0.77 +0.19 ... –0.07 +0.03 –1.27 –0.07 +0.11
... .1813 .24 .24 ... ... .11 ... ... .17 ... ... ... ... ... .25 ... .30 ... ... .38 ... ... ... ... ... .24 1.50 ... ... ... ... ... ... ... .23 ... .5324 ... ... ... ...
... 1.3 1.0 2.6 ... ... 3.7 ... 1.4 2.8 3.8 3.6 1.9 ... ... ... ... ... 1.8 ... 1.0 3.8 3.1 2.9 ... 2.3 ... 4.1 ... ... 1.3 ... .4 .7 1.4 2.0 ... ... .6 ... ... ... ... ... ...
dd 48 9 23 24 23 18 ... 74 14 13 6 18 dd 21 ... ... ... 29 dd 13 10 11 17 14 9 28 15 dd dd 13 dd cc 26 12 54 dd dd 35 cc 18 ... ... ... dd
3.28 244.52 50.74 15.20 16.72 .77 51.99 19.92 43.39 33.25 56.73 21.94 35.35 26.30 31.42 6.75 1.19 10.02 23.87 12.19 47.67 34.92 31.06 57.64 65.37 8.61 2.35 23.17 35.87 37.03 237.12 3.09 176.39 244.70 91.06 6.12 3.98 158.58 109.85 276.50 243.28 9.97 9.73 .57 86.15
–0.42 –0.52 +0.28 ... +0.57 –0.08 +1.51 –0.24 –0.13 +0.29 +0.31 +0.29 –0.34 –1.32 +1.67 +0.20 +0.20 ... +0.54 –0.11 +1.48 +0.42 –0.14 +0.78 +4.17 ... –0.13 +0.42 +3.79 +0.04 +0.66 –0.10 +3.42 +2.82 +1.67 +0.03 –0.23 –4.29 +2.12 –1.55 –11.02 –0.01 +0.01 +0.04 –2.73
... .78 .13 .10 ... ... .4775 ... .15 .23 .54 .50 .17 ... ... ... ... ... .12 ... .12 .33 .24 .42 ... .05 ... .24 ... ... .80 ... .17 .45 .31 .03 ... ... .1625 ... ... ... ... ... ...
... ... .0 ... 2.7 ... ... ... 4.4 .7 ... ... ... ... 1.1 ... ... ... ... 1.6 ... ... ... ... ... ... ... ... ... ... ... ... 2.4 ... ... ... ... ... ... ... ... .0 ...
dd 27 dd dd 23 dd dd dd 15 67 dd dd dd ... 15 22 dd dd dd 39 ... dd ... dd 38 dd 27 dd dd ... ... ... 9 dd 51 cc dd dd 10 dd dd 36 dd
21.23 28.58 11.20 1.14 68.23 40.74 31.99 2.43 22.82 213.89 15.90 52.97 2.93 .39 18.96 2.03 16.93 61.34 12.27 49.55 .68 1.12 66.92 22.01 597.54 82.68 111.37 61.27 62.83 9.89 9.70 1.34 63.13 16.41 190.52 64.73 1.31 324.59 48.33 6.79 2.91 10.23 6.56
–2.09 –1.26 –0.09 –0.06 +1.62 +0.02 +1.49 –0.16 +0.37 –2.22 –0.10 +2.03 –0.12 –0.05 –0.42 –0.10 –0.72 +1.35 +0.12 +1.03 +0.15 –0.14 +1.08 +0.04 +15.13 –1.28 +0.40 –1.07 –0.91 –0.09 –0.07 +0.44 +0.77 +0.15 –1.13 –0.99 –0.18 +1.59 +2.43 –0.82 –0.32 –0.73 ...
... ... 2.50 ... .4575 ... ... ... .25 .37 ... ... ... ... .05 ... ... ... ... .1949 ... ... ... ... ... ... ... ... ... ... ... ... .38 ... ... ... ... ... ... ... ... .10 ...
W WVE WDFC WSFS WVFC WW WTRH WBA WKME WMG WAFD WASH WSBF WSTG WFRD WB WEJO WEJOW WTMAU WEN HOWL WERN WSBC WTBA WABC WDC WNEB WPRT WEYS WLDN WLFC WLTW WIMI WING WINA WTFC WETF WKEY WIX WWD WDAY WRLD WWACU WWAC WWACW WYNN
XYZ XOMA XP XBIT XELB XEL XNCR XENE XERS XRX XLNX XLO XMTR XOS XOSWW XPER XNET YMAB YNDX YELL YORW YJ ZIOP ZLAB ZEAL ZBRA ZNTL ZD ZG Z ZTAQU ZT ZTAQW ZION ZGNX ZM ZI ZVO ZS ZUMZ ZY ZYNE ZYXI ZNGA
48
BARRON’S
January 3, 2022
Top 500 Exchange-Traded Portfolios NOTICE TO READERS: Listed are the top 500 ETF’s based on weekly volume. Name
Tick Sym Yld
Div Last Chg. Amt.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
Bats ARK AutoTech ARKQ .0 ARKGenomicRev ARKG .0 ArkSpaceExpln ARKX ... AptusDefRisk DRSK .8 BlkRkShMaturityBd NEAR .8 BlkRkUltShtBd ICSH .4 GlbXRuss2000Cvr RYLD 12.0 GlbXUSInfrDevt PAVE .3 iPathS&P500VIX VXX ... iShBrdUSDHYCpBd USHY 5.1 iShConvBond ICVT 1.1 iShCoreMSCIEAFE IEFA 3.2 iShCurrHdgMSCIEAFE HEFA 3.1 iShIntlSelDividend IDV 5.8 iShUSHomeConstrn ITB .4 iShUSTelecomm IYZ 2.5 iShEdgeMSCIMinEAFE EFAV 2.5 iShEdgeMSCIMinUSA USMV 1.3 iShEdgeMSCIUSAMom MTUM .5 iShEdgeMSCIUSAQual QUAL 1.2 iShEdgeMSCIUSAVal VLUE 2.2 iShExpTechSftwr IGV ... iShMtgRealEstCap REM 7.2 iShFloatingRateBd FLOT .4 iShIntlAggregateBd IAGG .1 iShMSCIChileCapped ECH 5.1 iShMSCIEurozone EZU 2.2 iShMSCIEAFEGrowth EFG 1.4 iShMSCIIndiaETF INDA 6.4 iShMSCIEAFEValue EFV 3.9 iShUSInfr IFRA 1.6 iShUSTreasuryBdETF GOVT 1.0 JPMBetaDevAsia BBAX 5.5 JPMBetaEurope BBEU 2.6 JPMBetaIntl BBIN 3.5 JPMBetaJapan BBJP 2.9 JPM UltShtIncm JPST .7 JPMUltShMuni JMST .3 PacerUSCashCows100 COWZ 1.5 ProShS&P500Arist NOBL 1.9 ProShShtVIXST SVXY ... ProShUltVIXST UVXY ... ProShsVIXSTFut VIXY ... VanEckHYMuni HYD 3.5 VanEckMstrWdMoat MOAT 1.1 VanEckRussia RSX 5.8 VanEckVietnam VNM .5 VangdESGUSStk ESGV .9 VangdUltShrtBd VUSB .3
77.73 62.19 19.02 28.92 49.95 50.39 24.42 28.60 18.71 41.16 89.62 74.67 35.43 31.18 82.17 33.13 76.71 81.00 182.36 145.91 109.59 401.35 34.74 50.70 54.58 23.03 49.00 110.32 45.78 50.36 38.00 26.42 54.33 59.74 59.66 55.04 50.47 51.05 47.11 97.96 61.29 12.60 15.29 62.45 76.27 26.48 21.26 88.16 49.95
–0.94 –2.21 –0.06 –0.01 +0.02 +0.02 –0.14 +0.28 –1.47 –0.07 –0.03 +0.36 +0.20 +0.16 +1.87 +0.30 +0.36 +1.33 +1.16 +2.03 +1.39 +1.28 +0.06 +0.05 –0.08 +0.41 +0.24 +0.49 +0.68 +0.05 +0.55 –0.21 +0.48 +0.60 +0.35 –0.39 –0.02 –0.01 +0.85 +1.94 +2.27 –1.55 –1.19 –0.13 +0.82 +0.36 +0.60 +0.89 +0.01
.6142 .3824 ... .0842 .0196 .015 .2545 .0992 ... .1736 5.851 .1097 .6012 .302 .0681 .0888 .6341 .2504 .4449 .4073 .7395 ... 1.1406 .0171 .6317 .0885 .5996 .1252 .0301 .1056 .1978 .0237 1.1644 .5334 .9363 1.5902 .0246 .0135 .2783 .6336 ... ... ... .1738 .8227 1.5232 .1031 .2624 .0219
+0.14 +0.05 +0.38 +1.43 –0.26 –0.01 +0.10 +0.14 –0.07 +0.90 +0.73 +0.16 +0.74 +0.06 –0.02 –0.07 +0.26 –0.70 –0.61 –2.25 –0.38 –0.23 +0.14 +0.02 +0.14 ... ...
.0665 .082 .109 .2821 .6773 .017 1.6622 .0842 .0775 .0069 .2807 .0101 .1712 .1475 .065 .23 .0567 .1526 ... ... .2246 .0593 .05 .0064 1.7574 .0711 .0641
NASDAQ CSX-LinksCrudeOil USOI 20.2 CSX SilverETN SLVO 19.5 FidelityNasdaq ONEQ .5 FT CapStrength FTCS 1.1 FT CloudComp SKYY .8 FT EnhShtMat FTSM .4 FT GlTactCommod FTGC 7.2 FTIntlEquOpps FPXI .7 FT LowDurOpp LMBS 2.0 FT NasdCleanEdge QCLN .0 FT NasdCybersec CIBR .6 FT NasdOil&Gas FTXN 1.0 FTRisingDivAch RDVY 1.0 FT SrLoanFd FTSL 3.2 FT TCW Opp FIXD 1.5 FT TacticalHY HYLS 5.5 DRIV .3 GlbXAuto&Elc GlbXCannabis POTX 4.1 GlbXCloudComp CLOU ... GlbXFinTech FINX ... GlbXNasd100Cv QYLD 11.6 GlbX Robotics&AI BOTZ .2 GlbXSuperDivdREIT SRET 6.4 EDOC .0 GlbXTelemed InvscActMgdETC PDBC 50.6 InvscBull2025CpBd BSCP 1.7 InvscBull2024CpBd BSCO 1.9
5.24 5.04 61.35 84.46 105.49 59.79 23.06 57.68 49.97 68.25 53.24 19.36 51.82 47.89 53.23 47.75 30.57 5.86 26.82 40.45 22.24 36.10 9.54 16.61 14.12 21.90 21.81
Name
Tick Sym Yld
InvsBull24HYCpBd BSJO 4.0 InvscBull2026CpBd BSCQ 1.9 InvscBull2023CpBd BSCN 1.6 InvsBull23HYCpBd BSJN 3.6 InvscBull2022CpBd BSCM 1.6 InvsBull22HYCpBd BSJM 3.3 InvscKBWBank KBWB 2.1 InvscNasdNext100 QQQJ .3 InvscNasd100 QQQM .4 InvscQQQI QQQ .4 iSh3-7YTreasuryBd IEI .7 iShBiotech IBB .2 iShBrdUSDInvCpBd USIG 2.3 iShCoreMSCITotInt IXUS 3.0 iShCore1-5YUSDBd ISTB 1.6 iShCoreS&PUSGrowth IUSG .6 iShCoreS&PUSValue IUSV 1.9 iShCoreTotalUSDBd IUSB 1.7 iShSelectDividend DVY 3.1 iShESGAwareMSCI ESGD 2.6 iShESGAwareEM ESGE 2.7 iShESGAwareUSA ESGU 1.1 iShESGIUSALdrs SUSL 1.1 iShFallAngelsUSDBd FALN 3.4 iSh5-10YIGCorpBd IGIB 2.3 iShGSCICmDynRoll COMT 17.7 iShGlbCleanEnergy ICLN 1.1 iShJPMUSDEmgBd EMB 3.9 iShMBSETF MBB 1.1 iShMSCI ACWI ACWI 1.6 iShMSCIACWIxUS ACWX 2.6 iShMSCIACxJpn AAXJ 2.2 iShMSCIChina MCHI 1.0 iShMSCI EAFE SC SCZ 2.9 iShMSCIEMxChina EMXC 1.7 iShMSCIEuropeFinls EUFN 4.2 iShMSCIGlblGoldMin RING 2.4 iShMSCITurkeyETF TUR 4.1 iSh1-5YIGCorpBd IGSB 1.7 iShPfd&Incm PFF 4.5 iShGlobalInfra IGF 2.4 iShSemiconductor SOXX .6 iShShortTreaBd SHV ... iSh1-3YTreasuryBd SHY .2 iSh7-10YTreasuryBd IEF .8 iSh20+YTreasuryBd TLT 1.5 iSh0-5YInvGrdCpBd SLQD 1.5 Nasdaq7HANDL HNDL 6.9 ProShUltPrQQQ TQQQ ... ProShUltShtQQQ SQQQ ... TuttleCapSht SARK ... ValkyrieBitcoin BTF ... VanEckFallAngelHY ANGL 3.9 VanEckSemicon SMH ... VangdEM GovBd VWOB 4.0 VangdGlblxUS RE VNQI 6.5 VangdIntrCorpBd VCIT 2.2 VangdIntermTrmTrea VGIT 1.1 VangdIntlDivApp VIGI .9 VangdIntlHiDiv VYMI 4.3 VangdLTCorpBd VCLT 3.1 VangdLong-TermTrea VGLT 1.8 VangdMBS VMBS 1.0 VangdRuss1000Grw VONG .6 VangdRuss1000Val VONV 1.7 VangdRuss2000 VTWO 1.1 VangdSTCpBd VCSH 1.6 VangdShtTmInfltn VTIP 4.7 VangdShortTermTrea VGSH .4 VangdTotalBd BND 1.9 VangdTotIntlBd BNDX 3.1 VangdTotIntlStk VXUS 3.1 WisdTrUSQltyDiv DGRW 1.8
Div Last Chg. Amt. 24.98 21.15 21.45 25.29 21.38 23.23 67.92 33.75 164.51 400.35 128.71 153.76 59.83 70.97 50.41 116.19 76.35 52.92 122.43 79.53 39.84 108.23 84.60 29.92 59.34 31.07 21.21 109.20 107.36 105.95 55.69 83.15 63.15 73.13 60.72 20.00 26.83 18.99 53.90 39.33 47.47 543.96 110.42 85.55 115.13 147.90 51.07 26.00 169.48 5.81 36.78 18.43 32.94 309.83 77.84 53.94 92.89 66.53 85.48 67.17 106.14 89.34 52.79 79.01 73.69 89.91 81.31 51.40 60.83 84.77 55.16 63.66 65.83
–0.01 +0.01 –0.01 –0.04 –0.01 –0.03 +0.62 +0.20 +1.26 +3.43 –0.07 –0.93 ... +0.40 –0.01 +1.10 +1.11 –0.01 +1.91 +0.27 +0.33 +1.26 +1.06 –0.06 +0.03 +0.48 –0.03 +0.69 –0.03 +0.85 +0.22 +0.67 +0.42 +0.83 +0.47 +0.18 +0.63 –1.91 +0.02 +0.33 +0.62 +3.15 ... +0.01 –0.19 –0.62 +0.02 +0.27 +4.00 –0.17 +0.88 –1.51 –0.13 +1.57 +0.53 +0.98 +0.06 –0.01 +0.61 +0.39 –0.12 –0.36 –0.01 +0.66 +1.05 +0.38 +0.07 +0.22 ... –0.06 –0.20 +0.42 +0.76
.0756 .0318 .0823 .0664 .0827 .052 .4817 .2279 .1488 .4914 .0763 .0413 .1254 .0856 .0579 .1797 .3826 .0564 .8373 .1137 .8306 .309 .2409 .0882 .1171 5.4941 .0123 .357 .0189 .0713 .0855 1.5458 .4775 .0641 .0425 .4143 .3305 .0915 .089 .1235 .4738 .1545 ... .0319 .1059 .1842 .0634 .1496 ... ... ... ... .1007 ... .2531 2.8949 .7693 .0613 5.1817 .9642 .277 .1373 .0535 .1251 .3719 .4745 .2816 .9582 .2039 .13 .0339 .9412 .2035
–2.37 –5.18 +0.07 +0.18 +0.14 –0.09 +0.11 +0.65 –1.49 +0.24 –7.94 –0.40
.7826 3.3143 ... ... 4.4677 ... .07 .76 1.6748 .1528 5.7502 ...
NYSE ARCA ARKInnovationETF ARKK .0 ARK NextGen ARKW .0 AberdStdPhysGold SGOL ... AberdStdPhySilv SIVR ... abrdnBbgAllCmdK1 BCI 19.4 AdvShPureCannab YOLO ... AdvShPureUSCan MSOS .0 AlerianMLPETF AMLP 8.7 AmplifyBlackSwan SWAN .3 AmpCWPEnhDiv DIVO 4.8 AmplifyTransData BLOK 14.2 ArkFinInnov ARKF ...
96.70 120.91 17.43 22.24 23.05 12.99 25.47 32.17 34.51 38.14 40.41 41.38
Name
Tick Sym Yld
AvantisUSSCValue AVUV ColumbiaDivFixed DIAL CommSvsSPDR XLC CnsmrDiscSelSector XLY CnsStapleSelSector XLP DimenEmgCore DFAE DimenIntlCore DFAI DimenIntlValue DFIV DimenUSCore DFAU DimenUSCoreEq2 DFAC DimenUSTargVal DFAT DimenWorldexUS DFAX DirexAeroBl3 DFEN DirexCSIChinaInt CWEB DirexEnergyBr2 ERY DirexEnergyBl2 ERX DirexChinaBr3 YANG DirexChinaBl3 YINN DirexFinlBear3 FAZ DirexFinlBull3 FAS DirexGoldMinBr2 DUST DirexGoldMinBl2 NUGT DirexHmbldrBull3 NAIL DirexJrGoldMinBr2 JDST DirexJrGoldMinBl2 JNUG DirexRgBanksBull3X DPST DirexRetailBull3 RETL DirexS&P500Br3 SPXS DirexS&P500Bl3 SPXL DirexS&PBiotechBr3 LABD DirexS&PBiotechBl3 LABU DirexS&P500Br1 SPDN DirexHiBetaBear3X HIBS DirexS&POil&GasBr2 DRIP DirexS&POil&GasBl2 GUSH DirexSemiBear3 SOXS DirexSemiBl3 SOXL DirexScBear3 TZA DirexSCBull3 TNA DirexTechBear3 TECS DirexTechBull3 TECL Direx20+TreaBr3 TMV Direx20+YrTrBull TMF DistillUSFundSt DSTL EmgqEM Internet EMQQ ETFMGAltHarvest MJ ETFMGPrmJrSilv SILJ ETFMG TravelTech AWAY ElemntsRogrAgri RJA EnSelectSectorSPDR XLE FidelityMSCIEn FENY FidelityMSCIIT FTEC FidelityRealEst FREL FidelityTotalBdETF FBND FinSelSectorSPDR XLF FT EnergyAlpDx FXN FTInstPfdSecs FPEI FT MngstrDiv FDL FT NaturalGas FCG FT NA Energy Infra EMLP FT PfdSecs FPE FTSTOXXEurSel Div FDD FT S&P REIT FRI FT TCWUnPlBd UCON FT ValDivFd FVD FlexGlbUpstmNatRsc GUNR FSHiYdValScored HYGV FlexiBx3YDurTIPS TDTT FlexShSTOXXGlb NFRA GlbXCopperMiners COPX GlbXLithium&Batt LIT GlbXMSCIChinaFinl CHIX GlbXS&P500Cv XYLD GlbXSilverMiners SIL GlblXSuperDividend SDIV GlbX US Pfd PFFD GlbX Uranium URA GSTreasury0-1Y GBIL GSActiveBetaIntlEq GSIE GSActiveBetaUSLC GSLC GraniteGold BAR HartfordMultiDvxUS RODM HealthCareSelSect XLV IQ HedMultStra QAI IndSelSectorSPDR XLI InvscChinaTech CQQQ InvscDBComm DBC InvscDBAgriFd DBA InvscDBOilFund DBO
1.3 2.5 .7 .5 2.3 1.6 2.1 4.6 1.0 1.2 1.4 2.8 .1 ... ... 2.2 ... .7 ... .6 ... ... ... ... .5 .6 .2 ... .1 ... ... ... ... ... ... ... .0 ... .1 ... ... ... .1 1.0 ... 1.9 .4 ... ... 4.2 3.7 .6 2.3 1.9 ... .9 4.5 3.6 1.7 3.3 4.5 3.4 1.4 2.2 1.8 3.6 5.3 4.5 2.6 1.3 .1 3.7 8.9 2.5 8.5 5.1 .6 ... 2.4 1.1 ... 4.4 1.3 .3 1.3 ... ... ... ...
Div Last Chg. Amt. 79.62 21.22 78.77 204.93 76.59 27.43 29.55 32.82 33.07 29.03 47.40 26.11 18.63 12.92 11.14 29.44 19.76 8.60 19.00 131.28 19.25 50.30 120.48 11.02 63.01 49.65 37.10 16.27 144.57 24.90 37.32 14.01 8.23 5.35 88.47 3.42 68.36 26.91 85.14 27.60 87.55 54.72 28.08 46.24 43.25 11.21 12.35 24.57 8.64 55.36 15.14 136.15 34.64 52.99 39.12 11.90 20.41 35.53 17.19 24.74 20.30 14.39 32.53 26.37 42.93 39.29 49.05 26.33 57.27 36.65 84.92 14.07 50.66 36.53 12.25 25.68 22.46 100.06 35.26 95.36 18.04 30.13 141.49 31.67 105.36 62.41 20.88 19.82 13.73
+1.15 –0.04 +0.66 +1.74 +1.34 +0.22 +0.19 +0.23 +0.36 +0.36 +0.71 +0.20 +0.18 +0.53 –0.19 +0.42 –0.85 +0.21 –0.39 +2.49 –0.60 +1.45 +7.88 ... –0.36 +1.77 +2.49 –0.59 +4.90 +2.97 –5.20 –0.17 –0.21 –0.11 +1.19 –0.06 +0.95 –0.30 +0.94 –1.00 +2.50 +0.60 –0.40 +0.92 +0.35 –0.57 –0.34 –0.02 –0.03 +0.46 +0.10 +1.21 +1.08 –0.07 +0.30 +0.08 +0.03 +0.34 +0.24 +0.29 +0.05 +0.13 +0.95 +0.05 +0.79 +0.22 –0.10 +0.15 +0.57 –0.13 +0.53 –0.24 –0.21 –0.69 –0.13 +0.06 –2.05 ... +0.11 +0.90 +0.10 +0.34 +2.19 –0.11 +1.44 +0.56 +0.22 –0.11 +0.47
.4834 .0455 .1567 .2922 .5117 .1492 .1793 .5809 .1209 .1138 .3088 .2436 .0017 ... ... .1854 ... .0136 ... .3575 ... ... ... ... .3359 .0667 .0754 ... .1148 ... ... ... ... ... ... ... .0142 ... .0504 ... ... ... .0016 .1498 ... .0736 .0449 ... ... .695 .138 .257 .203 .076 ... .0628 .0693 .4277 .1514 .1933 .0802 .0559 .2416 .0418 .2317 .4042 .6056 .1271 .5205 .3852 .1476 .3644 .3646 .4064 .1317 .109 1.309 ... .1326 .3137 ... .7274 .5275 .0884 .385 ... ... ... ...
Name
Tick Sym Yld
InvscDBUSDBull UUP InvscEMSovDebt PCY InvscFinlPfd PGF InvscFTSERAFIEM PXH InvscFundHYCpBd PHB InvscNatAMTFrMuni PZA InvscPreferred PGX InvscS&P500EW RSP InvscS&P500HiBeta SPHB InvscS&P500HiDiv SPHD InvscS&P500LowVol SPLV InvscS&P500PrVal RPV InvscS&P500Qual SPHQ InvscSrLoan BKLN InvscSolar TAN InvscTaxMuniBd BAB InvscUltShtDur GSY InvscVarRtPfd VRP InvscWildClnEngy PBW iShCMBSETF CMBS iSh0-5YTIPSBd STIP iShConsAllocat AOK iShCoreDivGrowth DGRO iShGrwthAllocation AOR iShCoreHiDividend HDV iShCoreMSCIEM IEMG iShCoreMSCIEurope IEUR iShMSCIIntlDev IDEV iShModAllocation AOM iShCoreS&P500 IVV iShCoreS&P MC IJH iShCoreS&P SC IJR iShS&PTotlUSStkMkt ITOT iShCoreUSAggBd AGG iShCoreUS REIT USRT iShCybersecurity IHAK iShUSRealEstate IYR iShUS Energy IYE iShUS Finls IYF iShUSMedDevices IHI iShGlobalREITETF REET iShGoldTr IAU iShiBoxx$InvGrCpBd LQD iShiBondsDec2025Cp IBDQ iShiBondsDec2024Cp IBDP iShiBondsDec2023Cp IBDO iShiBondsDec2022Cp IBDN iShiBoxx$HYCpBd HYG iShLatinAmerica40 ILF iShMSCIAustralia EWA iShMSCIBrazil EWZ iShMSCICanadaETF EWC iShMSCI EAFE EFA iShMSCIEmgMarkets EEM iShMSCIFranceETF EWQ iShMSCIGermanyETF EWG iShMSCIHongKong EWH iShMSCIIndonesia EIDO iShMSCIIntlQual IQLT iShMSCIIntlValue IVLU iShMSCIItaly EWI iShMSCIJapan EWJ iShMSCIKLD400Soc DSI iShMSCIMalaysiaETF EWM iShMSCIMexico EWW iShMSCIPacificxJp EPP iShMSCISingapore EWS iShMSCISthKorea EWY iShMSCISpain EWP iShMSCISweden EWD iShMSCISwitz EWL iShMSCITaiwan EWT iShMSCIUK EWU iShNatlMuniBd MUB iShRussell1000Gwth IWF iShRussell1000 IWB iShRussell1000Val IWD iShRussell2000Gwth IWO iShRussell2000 IWM iShRussell2000Val IWN iShRussellMid-Cap IWR iShRussellMCValue IWS iShS&P100 OEF iShS&P500Growth IVW iShGlobalEnergyETF IXC iShGlobalTechETF IXN iShS&P500Value IVE iShrsSP GSCI Cmdty GSG iShS&PMC400Value IJJ
... 4.8 4.7 4.7 3.4 2.3 5.5 1.3 .9 3.5 1.5 1.9 1.2 3.1 ... 2.6 .6 4.3 1.7 2.2 4.2 1.5 1.9 1.6 3.5 3.1 2.7 2.9 1.6 1.2 1.2 1.5 1.2 1.8 2.3 .5 2.1 3.0 1.3 .2 3.2 ... 2.3 1.9 1.9 1.8 1.7 4.0 8.5 4.2 9.3 1.9 3.1 1.9 3.8 1.9 2.7 1.3 2.2 3.0 2.6 2.1 1.0 6.5 2.1 3.9 6.0 2.1 3.3 5.0 1.7 2.1 4.4 1.8 .5 1.1 1.6 .3 .9 1.5 1.0 1.4 1.1 .5 4.0 .6 1.8 ... 1.6
Div Last Chg. Amt. 25.74 26.42 18.80 21.89 19.40 27.10 14.96 162.75 79.13 45.18 68.43 80.80 53.21 22.05 77.68 32.92 50.27 25.88 71.71 52.98 105.71 39.95 55.56 57.21 100.85 60.04 58.20 67.55 45.56 478.18 282.78 114.65 107.29 114.12 67.47 44.95 115.95 30.06 86.79 66.23 30.52 34.57 132.72 26.45 25.91 25.68 25.14 87.03 23.51 25.00 27.96 38.25 78.75 49.09 38.81 32.78 23.26 23.01 39.40 25.40 32.75 66.91 93.10 24.92 50.68 47.98 21.27 78.15 26.27 46.42 52.79 66.74 33.14 116.37 307.14 265.42 167.97 294.36 222.93 165.91 83.08 122.19 219.96 84.16 27.45 64.65 156.74 17.24 110.62
+0.01 +0.20 +0.12 +0.11 –0.03 +0.05 +0.11 +2.52 +0.59 +0.70 +1.42 +1.27 +0.58 ... –0.23 –0.02 –0.01 +0.12 –0.48 –0.13 +0.13 +0.03 +0.80 +0.41 +1.06 +0.49 +0.52 +0.39 +0.25 +5.55 +4.31 +1.32 +1.02 –0.08 +2.03 +0.54 +3.54 +0.20 +0.50 +0.70 +0.81 +0.16 +0.02 +0.03 –0.01 +0.02 ... –0.13 +0.38 ... +0.21 +0.30 +0.24 +0.37 +0.27 –0.08 +0.16 +0.04 +0.28 –0.05 +0.27 –0.49 +1.03 +0.63 +0.96 +0.08 +0.19 –0.62 +0.41 +0.67 +0.68 +1.01 +0.24 –0.07 +2.19 +2.96 +2.34 –0.04 +0.89 +1.11 +1.09 +2.08 +2.12 +0.76 +0.07 +0.40 +2.33 +0.20 +1.92
... .1052 .0709 .4604 .0507 .0509 .056 .4538 .1581 .1365 .1013 .4409 .172 .0561 ... .0699 .0227 .0901 .5529 .1238 .616 .1719 .299 .4065 1.0515 1.3613 .0771 .081 .2855 1.4984 .9656 .7343 .3675 .1618 .5888 .2126 1.1373 .2802 .2777 .0061 .3384 ... .239 .0408 .0376 .063 .0379 .2815 1.6089 .6665 .1609 .478 .1631 .026 1.0371 .0358 .2541 .1632 .403 .0546 .4518 .8881 .2691 .782 .6577 .2947 1.0032 1.6785 .4353 .2033 .9149 1.7603 .8757 .1686 .4007 .7801 .7162 .2828 .6655 .9023 .2568 .5127 .6132 .0927 .6681 .0082 .7615 ... .5087
Name
Tick Sym Yld
iShS&PSC600Value IJS iShShortNatlMuniBd SUB iShSilver SLV iShTIPSBondETF TIP iSh10+YIGCpBd IGLB iShChinaLC FXI iShRussellMCGrowth IWP iShUSTech IYW iSh0-5YHYCorpBd SHYG JPM AlerianMLP AMJ JanusHenShrtDur VNLA JPMEquityPrem JEPI KraneBoseraChinaA KBA KraneCSIChInt KWEB KraneGlbCarbon KRBN MatlsSelSectorSPDR XLB MicroFang3xLvg BULZ MicroFANG-3XInvr FNGD MicroSectorsFANG3X FNGU MicroSecGold3XLvgd GDXU MicrUSBigOil3InLv NRGD NationwideN100Risk NUSI NoShoreGlUran URNM PGIMUltraShBd PULS PIMCO ActiveBd BOND PIMCOEnhShMaturity MINT PIMCO0-5YrHiYdCorp HYS PacerTrendUSBd PTBD ProShBitcoin BITO ProShShtDow30 DOG ProShShortQQQ PSQ ProShShtRus2000 RWM ProShShrtS&P500 SH ProShSh20+Tr TBF ProShUltBlmCrude UCO ProshUltBlmNatGas BOIL ProShUltDow30 DDM ProShUltraQQQ QLD ProShrUltraRus UWM ProShUltraS&P SSO ProShUltSilver AGQ ProShUltDow30 UDOW ProShUltRus2000 URTY ProShUltS&P500 UPRO ProShUltShtDow30 SDOW ProShShtRus2000 SRTY ProShUltS&P500 SPXU ProShUltBloomCrd SCO ProShUltShBlmGas KOLD ProShUltDow30 DXD ProShrUSOilGas DUG ProShUltShtQQQ QID ProShUltShRus2000 TWM ProShUltShtS&P500 SDS ProShUltraSh20+ TBT QuadIntRtVol IVOL RPAR RiskParity RPAR RealEstSectorSPDR XLRE RenaissanceIPO IPO RoundhillBallMeta META SPDRBlackSrLoan SRLN SPDRBlmCvSecs CWB SPDRBlmEMLocBd EBND SPDR Blm HY Bd JNK SPDRBlmIntTrBd BWX SPDRBlmInvGrdFR FLRN SPDRBB1-10YTIPS TIPX SPDRBlm1-3MTB BIL SPDRBlmSTHYBd SJNK SPDRDoubleTRTact TOTL SPDRGoldMini GLDM SPDR Gold GLD SPDRNuvBBHYMuni HYMB SPDRNuveenMuniBd TFI SPDRNuveenSTMuni SHM SPDRPtfAggBd SPAB SPDRPtfDevxUS SPDW SPDRPtfEM SPEM SPDR PtfHYBd SPHY SPDRPtfIntermCpBd SPIB SPDR PtfIntTrea SPTI SPDRPtfLTCorpBd SPLB SPDRPtfLgTermTrea SPTL SPDRPtfMtgBkdBd SPMB SPDRS&P500Value SPYV SPDRPtfS&P1500 SPTM SPDRPtfS&P500 SPLG SPDRS&P500Growth SPYG SPDRS&P500HiDiv SPYD
1.5 .7 ... 4.3 3.2 1.6 .3 .3 4.8 7.4 1.7 5.9 1.1 .0 .5 1.6 ... ... ... ... ... 7.8 6.8 1.2 2.4 .4 3.5 2.7 ... ... ... ... ... ... ... ... .2 ... ... .2 ... .3 ... .1 ... ... ... ... ... ... ... ... ... ... ... 3.9 2.0 2.6 ... ... 4.4 2.0 3.8 4.3 .9 .4 4.3 ... 4.2 3.1 ... ... 3.2 1.7 .8 2.1 3.0 3.1 5.1 1.6 .5 3.0 1.7 2.6 2.1 1.2 1.2 .6 3.7
Div Last Chg. Amt. 104.55 107.37 21.34 129.36 69.70 36.99 115.67 115.61 45.26 17.53 49.56 63.07 43.27 37.09 50.19 90.21 28.36 37.60 39.07 11.13 7.51 27.95 70.88 49.47 109.28 101.54 98.72 26.88 29.81 31.61 10.77 20.85 13.59 16.05 89.15 24.17 80.27 90.19 55.74 147.23 34.11 85.07 101.57 153.80 25.90 8.38 12.33 12.45 13.17 8.07 9.23 15.44 12.90 7.02 16.96 26.88 25.15 51.70 58.57 15.31 45.63 83.02 24.44 108.53 28.14 30.59 21.14 91.43 27.13 47.39 18.06 169.80 60.05 51.76 49.21 29.64 36.49 41.63 26.58 35.97 32.05 31.55 42.08 25.33 42.00 58.57 56.00 72.84 42.00
+0.86 +0.01 +0.18 +1.13 –0.11 +0.36 +0.62 +0.86 –0.05 +0.29 +0.05 +0.25 –4.17 –1.75 +2.38 +1.90 +0.10 –1.72 +1.15 +0.33 –0.29 +0.04 –7.62 –0.05 –0.47 –0.02 –0.43 –0.03 –2.53 –0.41 –0.09 –0.08 –0.15 +0.12 +6.17 –1.14 +1.97 +1.39 +0.48 +3.38 +0.54 +3.09 +0.96 +5.21 –1.03 –0.09 –0.45 –0.96 +0.05 –0.22 –0.13 –0.28 –0.12 –0.18 +0.13 –0.01 –0.10 +1.78 –0.45 –0.05 –0.07 –0.25 –0.07 –0.25 –0.10 ... +0.15 +0.01 –0.02 –0.06 +0.08 +0.83 +0.15 +0.02 +0.05 –0.03 +0.19 +0.42 ... –0.19 –0.02 –0.04 –0.20 –0.01 +0.60 +0.71 +0.65 +0.62 +0.72
.4942 .0408 ... .7862 .1833 .4343 .0168 .1152 .1782 .3484 .0486 .3824 3.4466 2.5804 .2478 .4417 ... ... ... ... ... .1791 4.8219 .0635 .23 .0377 .26 .1966 ... ... ... ... ... ... ... ... .1091 ... ... .0192 ... .0163 ... .0303 ... ... ... ... ... ... ... ... ... ... ... .1269 .32 .4254 ... ... .17 .6581 .0773 .3864 .0224 .0096 .1772 ... .1192 .2032 ... ... .1575 .0176 .0467 .0505 .5981 .9491 .1092 .0467 .0174 .0725 .0604 .0527 .2552 .2094 .2031 .1228 .1276
Name
Tick Sym Yld
SPDRPtfS&P400MC SPMD SPDRPtfS&P600SC SPSM SPDRPtfSTCpBd SPSB SPDRShtTermTrea SPTS SPDR PtfTIPS SPIP SPDRS&PBank KBE SPDRS&PInsurance KIE SPDRS&PKenNewEc KOMP SPDRS&PRegionalBkg KRE SchwabEM Equity SCHE SchwabFundEmgLrg FNDE SchwabFundIntLrgCo FNDF SchwabFundIntlSmCo FNDC SchwabFundUSLrgCo FNDX SchwabIntmUSTrsr SCHR SchwabIntEquity SCHF SchwabIntlSC SCHC SchwabSrtTRmUSTrsr SCHO SchwabUS AggrBd SCHZ SchwabUS BrdMkt SCHB SchwabUS Div SCHD SchwabUS LC SCHX SchwabUS LC Grw SCHG SchwabUS LC Val SCHV SchwabUS MC SCHM SchwabUS REIT SCHH SchwabUS SC SCHA Schwab US TIPs SCHP SimplUSPlusDown SPD SPDR DJIA Tr DIA SPDR EurSTOXX FEZ SPDR MSCI exUS CWI SPDR S&PMdCpTr MDY SPDR S&P 500 SPY SPDR S&P Biotch XBI SPDR S&P Div SDY SPDR S&P Home XHB SPDR S&P MtlMng XME SPDRS&POilGasExpl XOP SPDR S&P Retail XRT TechSelectSector XLK TeucriumWheatFd WEAT U.S.GlobalJetsETF JETS UtilitiesSelSector XLU VanEckEMHYBd HYEM VanEckGoldMin GDX VanEckInvtGrFR FLTR VanEckJPMEMLCBd EMLC VanEckJrGoldMin GDXJ VanEckOilSvcs OIH VangdExtMkt VXF VangdInfoTech VGT VangdSC Grwth VBK VangdSC Val VBR VangdDivApp VIG VangdEnergy VDE VangdExDurTreas EDV VangdAWxUSSC VSS VangdFTSEDevMk VEA VangdFTSE EM VWO VangdFTSE Europe VGK VangdFTSE Pac VPL VangdFinls VFH VangdFTSEAWxUS VEU VangdGrowth VUG VangdHiDiv VYM VangdIntermBd BIV VangdLC VV VangdMegaGrwth MGK VangdMC VO VangdMC Val VOE VangdRealEst VNQ VangdS&P500ETF VOO VangdST Bond BSV VangdSC VB VangdTaxExemptBd VTEB VangdTotalStk VTI VangdTotlWrld VT VangdValue VTV WisdTrEMxSOE XSOE WisdTrFRTrea USFR WisdTrIndiaEarn EPI WT IntlEffCore NTSI WisdTrUSEff NTSX WisdTrUSMCDivFd DON XtrkrsHarvCSI300 ASHR XtrkrsMSCIEAFE DBEF XtrkUSAESGLdrs USSG XtrkS&P500ESG SNPE XtrkrsUSDHYCorpBd HYLB
1.2 1.4 1.0 .2 4.5 2.2 2.0 1.4 2.0 2.8 4.2 3.4 2.5 1.6 1.0 3.1 3.0 .4 2.2 1.2 2.8 1.2 .4 1.9 1.0 1.5 1.2 4.4 .9 1.6 2.6 2.6 1.0 1.2 .0 2.6 .5 .7 1.6 1.5 .6 ... .0 2.8 5.3 1.7 .6 5.3 1.8 1.0 1.1 .6 .4 1.8 1.6 4.1 2.0 2.7 3.2 2.6 3.0 3.2 1.9 3.1 .5 2.8 2.0 1.2 .4 1.1 1.8 2.6 1.2 1.2 1.2 1.6 1.2 1.8 2.1 1.4 .0 1.2 .9 .8 2.1 .9 2.3 1.1 1.1 4.4
Div Last Chg. Amt. 49.69 44.71 30.94 30.44 31.51 54.58 40.33 59.24 70.87 29.71 31.11 32.49 37.27 58.61 56.17 38.93 40.88 50.85 53.88 113.36 80.71 114.22 165.03 73.15 80.50 52.58 102.53 62.99 33.26 364.07 46.57 29.35 517.09 476.16 113.24 128.84 85.05 44.48 96.19 90.86 174.72 7.48 21.13 71.33 22.44 31.78 25.26 28.59 41.55 184.45 183.36 460.46 282.51 178.69 171.55 77.38 139.84 133.82 51.08 49.59 68.24 78.14 96.67 61.39 322.48 111.97 87.71 220.97 262.31 254.95 150.11 115.69 437.77 80.84 226.36 54.93 242.21 107.72 147.05 36.98 25.10 36.51 40.35 44.56 44.34 39.07 39.35 44.46 42.79 39.86
+0.78 +0.50 ... –0.01 +0.30 +0.51 +0.43 –0.16 +0.87 +0.25 +0.18 +0.03 +0.23 +0.73 –0.03 +0.11 +0.49 –0.01 –0.03 +1.13 +1.11 +1.17 +1.06 +1.03 +0.94 +1.65 +0.62 +0.58 +0.28 +4.71 +0.27 +0.18 +8.08 +5.56 –4.98 +2.42 +1.72 +0.11 +0.76 +2.08 +1.78 –0.31 –0.25 +1.61 –0.11 +0.48 –0.02 –0.30 –0.06 –2.60 –0.45 +3.97 +1.17 +1.08 +2.72 +0.45 –0.86 +1.81 +0.26 +0.41 +0.61 –0.09 +0.57 +0.36 +1.92 +1.51 –0.01 +1.42 +1.93 +2.26 +1.95 +2.54 +5.13 +0.02 +1.18 –0.04 +1.54 +0.96 +1.08 +0.26 +0.01 +0.23 –0.05 +0.36 +0.66 –0.03 +0.22 +0.48 +0.45 –0.07
.1054 .27 .0695 .0056 .1853 .3596 .2171 .3604 .3949 .6319 1.1302 .8408 .7338 .276 .0523 .853 1.0061 .0131 .0942 .4169 .6198 .4124 .2288 .4105 .262 .336 .2914 .5256 .1004 .6639 .5717 .4556 1.4875 1.6364 .04 .9698 .1308 .083 .4876 .9329 .3165 ... .1414 .5456 .1108 .5348 .0114 .1235 .7454 1.8075 .7573 .8212 .3727 1.1822 .7725 .9393 .6836 2.5081 .7693 .478 .6781 1.4707 .5099 .8454 .469 .9386 1.1096 .7559 .2758 .9203 .8561 1.0531 1.5329 .2215 1.0908 .0694 .8592 .785 .9031 .0405 .0021 .192 .0219 .1006 .1882 .3453 .239 .1564 .1524 .0707
January 3, 2022
BARRON’S
49
Mutual Funds Net YTD 3-Yr. NAV Chg. % Ret. % Ret.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
A AAM: B&GIncGroClI 25.48 0.29 AB Funds: AlBeGblBndFdClZ p 8.27 -0.01 AllMktRlRtnPtZ 9.67 0.12 AllMktRtrn1 9.60 0.12 CapFdInc.LCapGow 99.31 0.89 DiscovValFd 24.87 0.30 IntDurInstl 15.22 -0.01 IntlStraEquPtZ 13.27 0.05 MuniIncmShares 12.87 0.01 SmCapGrwPortZCl 86.09 0.59 AB Funds - A: BalWlthStrA p 16.59 0.11 GlobalBondA p 8.28 -0.01 GrowthA p 113.83 0.91 HighIncomeA p 7.94 0.01 LgCpGrA p 88.80 0.80 MuCA A p 11.51 0.00 NtlMuA p 10.76 0.00 RelatValA p 6.60 0.10 SmCpGroA p 74.79 0.50 SmMdCpGrA p 13.21 0.05 SustGlblThemGrA p 176.96 3.24 AB Funds - ADV: ConGroAdv 60.41 0.73 GlbBd 8.27 -0.01 HiIncmAdv 7.95 0.01 IntlSmCapPtADV 12.95 0.15 IntlStraEquPtADV 13.25 0.05 IntlStrgCore 13.83 0.08 LgCpGrAdv 99.52 0.90 MuniBdInfl 11.16 0.06 NationalPtf 10.76 -0.01 SelectUSLgShrt 14.55 0.11 SmCapCorePortADV 15.29 0.15 SmMdCpGr 14.88 0.06 SmMidCpValAdv 25.92 0.32 SustGlbThemAdv 191.71 3.52 SutblIntlThemat 23.74 0.32 TxMgdWlthAppAdv 21.00 0.18 WlthApprStr 20.71 0.17 AB Funds - C: LgCpGrC t 59.17 0.53 AB Funds - I: GlbBd 8.27 -0.01 LgCpGroI 98.80 0.89 SmCpGroI 85.37 0.58 Aberdeen Fds: EmMktEqty Inst 17.24 0.08 UltStMuniIncInst 10.03 -0.01 USSmCapEq Inst 44.36 0.64 Acadian Emerging Markets: AcadnEm Inv n 23.32 -0.55 Advisers Inv Trst: Balanced n 89.44 0.80 Growth n 109.55 1.47 Muni n 8.89 0.00 AIG Funds: 17.95 0.21 FDivStII t Akre Funds: AkreFocusInst 66.26 0.80 AkreFocusRtl 64.19 0.77 Alger Funds A: CapApr 31.50 0.10 SpectraN 24.68 0.01 Alger Funds I: CapAppr I-2 94.92 0.24 Alger Funds Inst: CapApprI 41.47 0.12 Allianz Fds Admin: RCMTechI 83.51 -0.09 Allianz Funds A: RCMGrowthA 72.04 0.40 RCMTech t 62.32 -0.07 AllianzGI: MidCpValA 34.31 0.62 Amana Income: AmanaIncm n 65.86 0.88 AmanaGrowth n: AmanaGrowth n 73.59 0.81 Amer Beacon Insti: IntlInst 18.03 0.06 LgCapinst 28.23 0.36 SmCpInst 28.63 0.34 Amer Beacon Inv: LgCapInv 25.16 0.32
25.1 69.2 -0.7 26.3 26.1 29.7 35.5 -1.0 10.2 7.4 9.9
12.5 47.8 46.7 136.2 69.7 16.2 38.5 26.9 133.8
12.9 -0.9 21.7 4.9 29.3 2.1 2.5 27.4 9.5 10.8 22.3
41.9 11.5 118.8 22.8 133.9 14.3 14.9 62.9 131.5 123.8 122.5
31.8 -0.8 5.2 12.2 10.3 9.6 29.6 7.3 2.7 17.8 23.3 11.1 35.5 22.6 8.2 20.7 20.8
125.7 12.3 23.7 45.9 38.5 37.3 135.7 19.2 15.8 52.7 73.6 125.5 69.5 124.1 79.6 71.8 72.5
28.3 128.7 -0.8 12.3 29.5 135.5 9.8 133.2 -5.0 46.8 0.0 2.3 31.0 110.0 3.4 35.4 17.5 63.2 25.7 87.8 0.7 12.8 18.7 32.8 24.7 105.2 24.3 103.5 18.3 125.3 12.5 115.6 19.9 129.1 18.6 125.4 14.0 152.3 22.6 146.3 13.7 149.9 25.8 65.2 22.3 75.9 31.6 135.2 9.2 32.2 28.0 72.5 27.9 65.5 27.5 70.8
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. American Century A: EqIncA p 9.84 American Century G: EmgMktsDebt 10.25 GlBond 10.28 InfAdjBd 12.86 NT IntlGr 14.08 NT MdCapVal 13.79 NTDiscGro 16.28 NTDvBnd 11.17 NTEmgMkt 13.46 NTEqGrp 11.63 NTGrwth 24.43 NTHeritage 15.76 NTHighInc 9.90 NTIntlVal 9.56 NTFocLgCapVal 11.90 SDIPB 10.98 Sustain Equity 48.57 American Century I: 11.21 CaHYMu DiscCoreVal 35.80 DivBnd 10.96 EmgMkt 14.21 EqInc 9.85 FocusDynamGrowth 57.22 Growth 55.80 IntTF 11.85 MdCapVal 17.98 OneChoice2035 17.43 SDIPB 10.98 SmCapVal 11.09 Ultra 92.69 American Century Ins: CAIntTf 12.17 American Century Inv: 19.29 Balanced n CaHYMu n 11.21 CAIntTF n 12.17 DiscCoreVal n 35.72 DivBnd n 10.96 EmgMkt nr 13.85 EqGro n 31.34 EqInc n 9.84 FocusDynamGrowth n 56.50 Grwth n 54.28 Heritage n 25.75 InfAdjBd n 12.88 Intl Gr n 14.75 IntlOppt n 11.95 IntTF n 11.84 FocLgCapVal n 10.76 MdCapVal n 17.96 OneChAgg n 17.71 OneChCon n 14.83 OneChMod n 17.01 OneChoice2025 n 15.29 OneChoice2035 n 17.41 OneChoiceRet n 13.65 Select n 117.40 SmCapGrowth n 21.65 SmCpVal n 10.95 Sustain Equity n 48.40 Ultra n 88.27 Value n 8.92 American Century R6: AmCentUltraFdR6 93.25 EmgMkt 14.22 EqInc 9.86 55.89 Growth InfAdjBd PACH R6 12.85 MdCapVal 17.98 OCP2025 11.06 OCP2030 12.24 OCP2035 11.61 SmCpVal 11.09 American Century Y: IntTF 11.84 American Funds Cl A: 2010TarRetA p 12.34 2015TarRetA p 13.07 2020TarRetA p 14.26 2025TarRetA p 16.09 2030TarRetA p 17.80 2035TarRetA p 19.54 2040TarRetA p 20.63 2045TarRetA p 21.24 2050TarRetA p 21.00 AmcpA p 45.65 AMutlA p 53.11
0.12 16.5 46.5 0.02 0.00 0.11 0.11 0.22 0.15 0.01 0.12 0.15 0.16 0.08 0.02 0.07 0.16 0.05 0.57 0.00 0.57 0.00 0.13 0.12 -0.15 0.34 0.00 0.30 -1.19 0.06 0.18 0.52 0.00
-0.7 -0.4 6.9 9.1 23.9 25.3 -0.4 -5.2 27.6 29.3 12.6 7.6 9.5 19.1 6.8 29.9 4.1 23.8 -0.7 -5.8 17.0 8.0 28.5 2.2 23.2 11.1 6.4 37.0 24.4
21.3 14.8 28.4 81.6 66.6 123.0 17.9 49.5 91.9 142.7 122.8 32.0 38.4 59.8 18.9 NS 19.1 74.0 17.0 44.5 48.6 151.8 138.4 14.7 63.2 53.2 17.4 101.2 154.6
1.4 12.4
0.14 0.00 0.00 0.57 0.00 0.13 0.40 0.12 -0.15 0.33 0.14 0.11 0.12 0.18 0.00 0.15 0.29 -1.67 -1.01 -1.35 -1.11 -1.16 -0.90 0.89 0.10 0.17 0.57 0.49 0.11
16.1 3.9 1.2 23.6 -0.9 -6.0 26.8 16.8 7.8 28.2 11.5 6.5 8.3 5.1 1.9 18.2 23.0 14.0 9.0 11.8 9.5 10.9 9.0 25.9 7.1 36.7 28.9 24.2 24.4
57.4 18.4 11.7 73.0 16.3 43.7 88.1 47.6 150.3 137.0 117.5 26.7 75.6 78.9 13.9 55.8 62.2 67.9 43.3 56.8 43.6 52.2 40.2 132.1 123.9 99.7 107.7 153.1 59.9
0.53 0.13 0.12 0.34 0.10 0.30 -1.20 -1.06 -1.26 0.18
24.6 -5.7 17.2 28.7 6.6 23.5 9.8 10.5 11.2 37.2
155.8 45.1 49.2 139.5 27.6 63.9 45.2 49.4 53.9 102.1
0.00 -0.38 -0.56 -0.80 -0.89 -1.01 -0.86 -0.83 -0.78 -0.72 0.33 0.79
2.2 14.8 9.0 9.8 10.2 11.1 12.8 15.2 16.6 16.9 17.0 24.2 24.9
35.1 38.4 41.0 48.4 55.8 66.9 72.1 73.9 74.8 92.1 60.3
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. BalA p 33.49 13.43 BondA p 70.07 CapIBA p 19.88 CapWA p 63.64 CapWGrA 64.64 EupacA p 76.08 FdInvA p 38.43 GBalA p 14.12 GovtA p 74.75 GwthA p HI TrA p 10.52 17.02 HiInMuniA 51.90 ICAA p 25.81 IncoA p 13.73 IntBdA p 39.20 IntlGrIncA p 16.08 LtdTEBdA 66.59 N PerA p NEcoA p 62.08 85.86 NwWrldA 80.01 SmCpA p STBFA p 9.96 10.27 STTxExBdA 18.35 TECAA p 13.63 TxExA p 60.50 WshA p AMG Funds: RRSmCapValI 15.36 AMG Managers Funds: Brandywine I n 44.85 12.31 GWKMBd I GWKSmCpCr I 34.04 18.49 TSIntlSC I TSSmCapGrFd Z 18.45 YachtmanFocFd I 21.09 YacktFocFd N n 21.16 YacktmanFd I 24.46 Angel Oak Funds Trst: AglOkMtiStFdClIn 10.28 AQR Funds: DivArbI 12.10 LgCapDefStyle I 31.99 LgCapDefStyle R 31.95 LgCapMomStyle I 25.21 LgCpMultiStyle R 20.32 MgdFutStrI 7.28 TMEmgMultStyle R 11.95 ArbitrageI : 13.29 ArbitrageI Ariel Investments: ApprecInv pn 47.70 83.62 Ariel Inv pn Aristotle Value: Equity Fund n 20.56 Artisan Funds: 37.95 GblOppInst GblOppInv n 37.09 Intl Inv n 30.44 30.62 IntlInst 42.24 IntlVal Inst 42.13 IntlVal Inv n 53.31 MidCapInst MidCapInv n 44.71 MidCapVal Inv n 21.55 42.08 SmCpInv n Ashmore Funds: EmgMktTRInst 6.46 Ave Maria Funds: Growth pn 44.84 21.91 RisingDivd n
0.27 0.01 0.77 -0.02 0.57 0.53 0.68 0.21 0.01 0.36 0.02 0.02 0.55 0.28 0.01 0.32 0.00 0.51 0.32 0.66 0.70 0.00 0.00 0.00 0.00 0.75
15.8 -1.0 14.8 -5.4 14.7 2.3 22.7 9.0 -0.9 20.1 8.3 5.5 25.3 17.2 -0.9 9.4 0.1 18.1 12.3 4.5 10.2 -0.9 -0.2 2.0 2.0 28.5
53.8 18.6 39.9 12.3 66.9 62.8 81.1 41.9 14.4 113.5 29.7 20.0 79.5 47.0 11.4 50.6 8.9 106.3 91.1 66.9 100.1 5.7 5.9 14.3 14.6 75.1
0.15 21.2 62.4 0.68 0.00 0.38 0.25 0.21 0.09 0.08 0.14
15.4 0.4 21.5 1.2 16.5 16.4 16.2 19.4
93.9 13.1 89.9 50.6 115.9 63.9 63.0 62.8
-0.02 4.2
7.5
0.02 0.48 0.48 0.24 0.28 0.07 0.03 0.05
6.3 23.5 23.6 26.1 27.5 -0.8 1.0
44.6 81.3 81.8 109.1 84.2 0.4 36.0
1.0 11.0
0.58 25.8 69.5 0.77 30.5 79.8 0.25 25.0 90.6 0.18 0.18 0.24 0.25 0.30 0.29 0.26 0.22 0.26 -0.04
14.3 14.0 8.9 9.1 16.6 16.3 11.1 10.8 26.3 -8.5
119.3 117.8 52.1 53.1 58.2 57.1 147.6 145.8 65.8 109.7
NA
NA
NA
-4.65 17.6 92.7 -1.80 25.3 71.8
B Baird Funds: AggBdInst 11.35 11.66 CorBdInst 11.27 IntBdInst QualIntMunBdInst 11.85 ShtTBdInst 9.74 BalanA p: BalanA p 26.05 Baron Funds: 117.76 Asset n GlobalAdv n 52.02 Growth n 116.12 Opportunity n 41.62 Partners n 200.66 SmallCap n 37.81 Baron Instl Shares:
-0.02 -0.02 -0.01 -0.02 0.00
-1.6 -1.1 -1.4 0.3 -0.4
17.3 18.7 13.6 10.6 8.8
0.11 14.3 67.8 1.46 0.09 1.43 0.19 1.22 0.35
14.2 1.3 19.8 12.7 32.5 15.4
110.8 164.6 124.2 201.0 380.1 120.2
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. AssetInst 124.03 DiscoveryInst 35.23 EmergingMktsInst 17.54 FifthAvenueInst 56.09 GlobalAdvInst 53.08 GrowthInst 121.62 OpptortunityInst 44.09 PartnersInst 207.67 RealEstateInst 41.22 SmallCapInst 40.39 BBH Funds: BdMktN n 10.30 BerkshireFocus n: BerkshireFocus n 36.51 Bernstein Fds: Ca Mu n 14.55 DivrMuni n 14.79 EmMkts n 30.15 IntmDur n 13.31 NY Mun n 14.26 BlackRock Funds: CoreBd Inst 9.77 CoreBd K 9.80 CreStraInc Inst 10.02 HiYBlk 7.85 HiYInvA 7.84 HiYldBd Inst 7.84 InflProtBdInst 11.83 LDurBlk 9.61 LowDurBdA 9.62 LowDurI Inst 9.62 BlackRock Funds A: 22.80 AdvLCGrwA AdvLgCapCore p 20.44 BalCapFd 26.77 BasicVal 19.04 CAInsMuni 13.09 CapAppr 39.19 EqtyDivd p 21.60 GlblAlloc p 20.81 HlthScOp p 75.66 LgCp Focus Gr 7.01 MdCpGrA 40.97 MultiAstIncome 11.34 NatlMuni p 11.37 NYMUNIOPP 11.56 ScTechOppA 60.48 StratMuniOpp 11.97 StrtIncOpptyInvA 10.15 TotRet 11.84 BlackRock Funds Blrk: 44.57 CapAppr BlackRock Funds C: GlblAlloc t 18.29 HlthScOp 64.04 MultiAstIncome 11.33 BlackRock Funds III: iShS&P500IdxK 561.94 iShUSAggBdIdxK 10.48 BlackRock Funds Inst: 18.56 AdvIntl Inst AdvLgCapCore 21.54 AdvSmCapInst 21.37 BalCapFd 26.90 BasicVal 19.45 CAInsMun 13.10 CapAppr 44.12 EmgMkts 30.00 EqtyDivd 21.69 FloRateIncPorIns 9.93 LgCpFocusGwth 7.77 GlblAlloc 20.98 GlobLg/ShrtCrIns 9.92 HlthScOp 80.33 HYMuni 10.65 Interntnl 22.06 iShMSCIIntldx 15.82 MdCpGrEq 48.06 MultiAstIncome 11.35 NatlMuni 11.37 NYMUNIOPP 11.55 ScTechOppInst 66.34 StratIncOpptyIns 10.15 StratMuniOppI 11.98 TotRet 11.84 WorldInc 6.19 BMO Funds: UltrShtTxFrI 10.09 BNY Mellon: SCMultiStrM 23.26
1.55 0.46 0.13 0.18 0.10 1.50 0.20 1.27 0.66 0.37
14.5 4.9 -6.3 12.3 1.6 20.1 13.0 32.8 23.9 15.7
112.5 123.5 44.9 129.2 166.6 125.9 203.4 384.0 160.3 121.9
0.00
1.2
8.6
-7.31 -0.6 172.8 0.00 0.00 0.15 -0.01 0.00
0.7 1.4 1.6 -1.2 1.6
9.6 11.5 46.6 15.2 10.3
0.00 0.00 0.00 0.02 0.02 0.01 0.08 0.00 0.01 0.00
-1.4 -1.4 -0.2 6.0 5.5 5.9 5.8 -0.2 -0.5 -0.3
17.5 17.7 19.7 30.0 28.3 29.6 28.1 8.3 7.4 8.2
0.22 0.24 0.21 0.20 0.01 0.25 0.23 0.11 0.68 0.04 0.42 0.05 0.00 0.01 0.22 0.00 0.01 0.00
27.0 28.6 16.5 22.2 4.4 21.4 20.1 6.5 12.4 17.5 14.5 6.8 1.9 5.2 8.8 5.5 0.7 -1.1
129.3 99.8 64.0 57.1 12.0 126.2 59.8 51.5 70.5 127.0 129.1 29.5 13.5 12.1 194.4 12.5 15.6 17.9
0.29 21.8 128.7 0.09 5.7 48.0 0.57 11.5 66.7 0.05 6.1 26.7 6.30 29.0 102.5 0.00 -1.9 15.0 0.13 0.27 0.04 0.21 0.20 0.01 0.29 0.13 0.23 0.00 0.04 0.11 0.02 0.73 0.00 0.15 0.08 0.49 0.05 0.01 0.00 0.24 0.01 0.01 0.00 0.00
12.9 29.0 4.0 16.8 22.5 4.6 21.7 -1.2 20.4 4.0 17.7 6.8 3.5 12.6 9.0 9.0 11.1 14.8 7.1 2.3 5.4 9.0 0.9 5.7 -0.8 -1.3
48.1 101.3 87.9 65.3 58.5 12.8 128.0 56.4 61.0 16.4 128.3 52.7 15.6 71.8 25.4 75.8 46.8 130.8 30.4 14.4 13.0 196.6 16.5 13.3 19.1 16.7
0.00
0.4
3.6
0.17 11.4 85.7
About our Funds The listings include the top 2500 open-end funds by assets. These funds value their portfolios daily and report net asset va lues (the dollar amount of their holdings divided by the number of shares outstanding) to the National Association of Securities Dealers. Total returns reflect both price changes and dividends; these figures assume that all distributions are reinvested in the fund. Because Lipper is constantly updating its database, these returns may differ from those previously published or calculated by others. 3 year returns are cumulative. The NAV is the last
Data provided by
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. BNY Mellon Funds: 48.26 Aprec pn CA AMTMuBdZ nr 15.13 60.03 Dr500In tn 16.73 Dreyf n DreyMid r Inv nr 35.65 11.37 FloRtIncY 17.47 GblRealRtY 28.17 GlbStkI 21.63 GlFxIncI HYldI 6.12 InstS&PStkIdx I 76.88 Interm n 13.78 26.91 IntlStkI 26.58 IntlStkY 12.01 MunBd nr 15.10 NY Tax nr 21.25 ResrchGrA ResrchGrZ n 21.95 SelMgrSmCpGroY 30.78 SelMgrSmCpVaY 26.87 SmCpStk r Inv nr 33.55 SmMidCpGrI 34.28 StratValA r 40.85 27.73 U.S.EqY 74.01 WWGrA BNY Mellon Funds Tru: 12.86 BondFd 13.25 EmgMkts 15.12 IntlFd 12.71 IntmBdFd MCMultiStrM 21.96 14.03 NtlIntmMuni 12.86 NtlShTMuni Boston Trust Walden: BostonBalanced 67.55 Braddock Multi Strat: Income Fund 7.31 Bridge Builder Trust: 10.42 CoreBond CorePlusBond 10.32 13.38 Intl Eq LargeCapGrowth 23.63 LargeCapValue 17.38 MunicipalBond 10.75 S/MCapGrowth 16.82 S/MCapValue 14.71 Brown Advisory Funds: 34.44 GrowEqInv n GrwthEquityInst 35.12 SmallCapFndInst 31.22 SmCapGrInv n 27.28 BrownSmCoInv n: BrownSmCoInv n 117.18 Buffalo Funds: 28.95 DiscFd n 19.17 SmCap n
0.39 -0.01 0.66 0.15 0.56 0.01 -0.20 0.23 -0.01 0.02 0.86 0.00 0.14 0.14 0.00 0.01 0.05 0.05 0.29 0.34 0.36 0.05 0.48 0.36 0.50
27.5 1.9 28.4 27.6 24.1 4.8 7.1 17.9 -1.4 4.7 28.8 0.8 11.0 11.0 2.1 2.0 19.7 19.9 12.8 23.1 26.3 -3.6 33.4 25.0 24.0
114.9 13.6 99.6 107.3 78.0 15.2 31.9 83.6 15.5 26.2 101.6 12.5 69.5 69.6 15.1 13.4 127.9 129.1 96.1 82.2 72.2 129.6 77.1 91.4 109.2
0.01 -1.5 15.8 0.05 4.8 44.6 0.07 9.2 43.6 0.01 -1.0 10.7 0.24 19.4 93.6 0.00 1.2 13.4 0.00 0.2 5.1 0.77 21.8 66.5 -0.02 5.7 -18.8 0.00 0.00 -0.22 0.10 0.21 0.00 0.13 0.06
-1.3 -0.5 2.5 23.8 26.2 1.9 16.7 27.8
17.7 19.9 44.1 124.8 78.9 13.9 104.4 72.7
0.20 19.5 124.3 0.21 19.7 125.3 0.32 30.6 54.4 0.27 7.5 91.4 0.08 -3.6 83.1 0.36 12.1 99.1 0.17 5.1 149.2
C Calamos Funds: ConvI 20.13 46.79 Gr&IncA p 44.56 Gr&IncI 40.93 GrowthA p MktNeutA p 14.70 14.52 MktNeutI Calvert Investments: 44.89 Bal A 82.91 Eq A p LCCoreReIdxA t 41.76 Carillon Eagle: 90.47 MdCpGrA p Carillon Reams: 34.53 CorePlBd I UnconstrndBd I 12.68 Carillon Scout: 24.39 MidCap I r CausewayInst : CausewayInst 17.44 CIBC Atlas: 31.24 DispEq Inst ClearBridge: AggressGrowthA 149.31 AggressGrowthI 181.60 AllCapValueA 14.16 AppreciationA 33.44 AppreciationI 33.17 AppreciationIS 33.29
0.02 5.7 88.4 0.40 21.3 88.3 0.39 21.7 89.8 0.18 24.0 117.9 0.02 4.7 17.3 0.02 5.0 18.2 NA NA NA 1.30 28.9 120.5 0.39 25.6 111.4 0.74 11.8 112.7 -0.05 -2.0 24.0 -0.14 -0.3 18.0 0.30 15.8 79.8 0.13
9.4 39.1
NA
NA
NA
1.32 1.61 0.18 0.41 0.41 0.41
8.4 8.7 26.0 23.8 24.1 24.2
62.8 64.3 53.9 85.6 87.2 87.7
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. DividendStrat1 n 30.86 DividendStratA 30.85 DividendStratI 31.88 LargeCapGrowthA 65.30 LargeCapGrowthI 74.93 LargeCapValueA 39.67 LargeCapValueI 39.58 MidCapA 41.95 SmallCapGrowthA 46.26 SmallCapGrowthI 51.41 SmallCapGrowthIS 52.46 Clipper: ClipperFd n 136.96 Cohen & Steers: 23.62 GblInfrI GlbRltyI 66.40 InstlRlty 59.06 IntlRltyI r 12.00 PrefSecIncmA 14.06 PrefSecIncnI 14.10 RltyIncA p 20.65 RltyIncI 22.02 RltyShs n 83.30 Colorado BondShares: ColoradoBdShs 9.39 Columbia Class A: 10.06 AcornA t AMTTEBd 16.95 BalancedA t 51.25 BldrAggrsv 13.88 BldrMod p 11.56 ContCoreA p 33.05 DisplCoreA p 14.54 DivIncA t 31.57 DivOpptyA 38.15 EqValA 13.51 FocEqA t 19.06 GlobEq 19.71 GlobTech 73.12 HiYldBd 12.05 IncmBldr t 13.14 LgCpGrowA t 61.52 LgCpIdx pn 61.45 LgCpVl A 17.06 LiGoBalA p 12.75 MdCpIndxA pn 17.19 MidCapGthA t 25.35 SelgComuInfoA 129.92 SelMidCpValA 13.99 SmCapGthA t 26.25 SmCpIdxA pn 29.31 StratIncA 24.54 TaxEA 13.57 TechA p 69.36 ThermoA 17.00 TotReBdA t 37.24 Columbia Class Adv: 34.20 ContCore p DivIncom 32.18 Columbia Class C: 51.02 Balanced DivInc t 30.51 Columbia Class I: 14.29 Acorn I AcornIntl I 33.17 AltBeta I 28.27 Balanced I 51.12 ConSec I 25.55 ContCore I 33.39 DivIncom I 31.60 DivOppty t 38.39 EmgMkt r 17.14 FlexCap 15.43 FocEq I p 22.14 GlbTechGw I 72.62 IntmMunBd I 10.46 LgCapGr 12.16 LgCpGrow I 65.37 LgCpIdx I 61.95 MdCpIdx I 17.08 MidCapGth I 28.97 SelComunInfo t 148.34 SelLCVal p 31.99 SelMdCpVal I p p 14.04 SmCapGth I 28.81 SmCpIdx I 29.56 StratInc I 24.07 TaxEZ 13.57 Thermostat I 16.68 TotReBd I 37.26
0.33 0.33 0.34 0.52 0.60 0.40 0.41 0.47 0.27 0.29 0.30
26.7 26.4 26.7 22.2 22.6 25.6 26.0 28.3 12.4 12.7 12.8
81.0 79.6 81.1 112.5 114.3 71.7 73.2 99.7 103.5 105.1 105.9
0.75 18.3 69.6 0.39 1.68 1.81 0.25 0.04 0.05 0.64 0.69 2.56 0.00 0.06 0.01 0.30 0.11 0.06 0.30 0.20 0.49 0.45 0.15 0.17 0.14 0.97 0.01 0.04 0.45 0.68 0.24 0.09 0.27 0.18 1.74 0.25 -0.03 0.32 0.04 0.00 0.27 0.02 0.00
16.2 26.6 42.2 7.6 2.9 3.3 41.3 41.8 42.3
43.6 54.7 85.0 32.4 28.9 30.1 82.3 83.7 84.4
4.7 17.0 9.3 2.6 14.8 16.4 9.6 24.4 32.7 25.9 25.9 20.1 19.6 23.7 39.2 4.5 6.0 29.5 28.5 23.7 12.9 24.1 16.6 39.4 31.8 -2.6 26.1 1.6 3.0 23.6 6.1 -0.1
80.0 17.1 66.5 65.7 45.6 102.6 89.8 74.4 57.8 56.2 130.4 113.2 216.9 28.7 33.2 137.9 99.8 70.3 55.6 78.0 113.7 211.8 86.1 135.7 72.0 20.2 14.9 164.6 58.1 22.4
0.32 24.7 104.1 0.51 26.2 75.7 0.30 14.0 62.8 0.47 24.9 70.4 0.08 0.45 0.07 0.30 0.02 0.31 0.50 0.46 0.16 0.10 0.19 0.29 0.00 0.04 0.48 0.69 0.27 0.21 2.00 0.24 0.26 -0.03 0.33 0.04 0.00 0.02 0.00
9.5 12.5 -2.7 15.1 4.4 24.7 26.2 26.3 -7.3 17.3 19.9 24.0 1.5 10.0 29.8 28.8 24.4 16.9 39.7 26.6 32.1 -2.3 26.4 1.9 3.2 6.4 0.2
81.3 69.1 -5.5 67.7 96.7 104.1 75.7 59.2 63.4 60.6 132.2 166.6 12.7 125.8 139.7 101.4 79.4 115.4 214.2 72.7 87.5 137.5 73.4 20.9 15.6 59.3 23.4
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. Columbia Class I2: 34.16 ContCore I2 DivIncom 32.14 17.59 MidCapIndx 30.39 SmCapIndx Columbia Class I3: 51.74 Balanced I3 35.15 Bond I3 ContCore I3 p 34.18 DivIncom 32.19 20.24 SmCpVal II p 10.02 STBond Columbia Funds: UltShortBd Inst3 9.02 Commerce Funds: 20.39 Bond n Community Capital Tr: CRAQualInvFd 10.55 Credit Suisse Common: 25.24 ComdtyRet r Cullen Funds: 16.73 HiDivEqI r
0.32 0.50 0.27 0.33
24.8 26.2 24.4 26.4
104.6 76.1 79.3 73.4
0.31 -0.02 0.32 0.50 0.29 0.01
15.2 -0.7 24.8 26.3 34.2 0.8
68.2 19.1 104.9 76.3 80.2 10.1
0.00
0.2
5.0
NA
NA
NA
0.00 -1.7
8.0
0.14 28.5 34.4 NA
NA
NA
D Davenport: Davenport Core n 34.35 26.28 EqOpp n Val&Incm n 20.31 Davis Funds A: 29.08 NYVen A Davis Funds C & Y: 30.12 NYVenY Del Invest Instl: CorpBdI 6.24 USGrw 22.09 Value 21.16 Delaware Invest A: Diver Inc p 9.06 GroInA p 14.13 35.23 OppA p 76.32 SmCpValA p SMIDCapGrA p 30.28 TxUSA p 12.36 Deutsche DWS: 125.86 CapGrth p CapGrth n 128.04 CoreEq n 33.67 55.09 EqDivA 47.58 GblGrwS n 13.59 GNMA S n HiIncA 4.82 MgdMuniA p 9.25 MgdMuniS n 9.26 S&P500S n 44.97 TechA 36.82 Diamond Hill Funds: 35.49 LgCapA pn 35.69 LgCapI 35.72 LgCapY 28.75 LongShortI 28.34 SmMidCapI Dimensional Fds: 2TGlFxd 9.88 5GlbFxdInc 10.69 CAIntrTrmMuniBd 10.72 CASTMuniBd 10.25 34.00 Cont 51.68 DFARlEst 31.56 EmgMkt EmgMktSoCoEq 15.98 30.97 EmgMktVa EmMktCorEq 25.03 EmMktSmCp 24.85 10.28 Fixd GblAll60 40Inst 22.04 GlAll25 75Inst 14.73 32.39 GlEqInst 13.43 GlRESec 13.32 InfProtSec 12.67 IntGvFxdInc 16.06 IntlCoreEq IntlREst 4.74 IntlSustCore1 13.19 19.12 IntlVal 13.89 IntlVectorEq IntrLrgCpGroPor 17.58 21.70 IntSmCo 21.30 IntSmVa
0.42 23.2 87.8 0.45 26.4 115.7 0.20 23.3 58.4 0.19 13.2 66.1 0.19 13.5 67.3 0.02 -0.7 29.2 0.03 8.5 101.2 0.33 22.4 48.7 0.01 0.19 0.69 1.30 -0.11 0.02
-1.2 21.6 30.8 33.6 -7.9 5.1
21.1 53.2 70.7 69.6 145.3 23.1
0.98 1.00 0.30 0.91 0.40 -0.01 0.01 0.00 0.00 0.50 0.27
22.8 23.1 25.6 19.1 8.2 -1.2 3.9 2.3 2.5 28.6 23.8
134.3 136.0 91.8 40.7 75.6 9.0 26.2 14.7 15.3 100.9 159.6
0.28 0.19 0.16 0.18 0.34
25.4 25.8 25.9 19.7 30.4
81.0 82.5 83.1 47.6 69.7
0.00 -0.01 -0.01 0.00 0.47 1.61 0.12 0.09 0.14 0.13 0.27 0.00 0.16 0.05 0.36 0.37 0.11 -0.01 0.14 0.10 0.11 0.10 0.14 0.16 0.27 0.28
-0.4 -1.1 -0.5 0.0 17.4 41.6 2.6 4.2 12.3 5.8 14.1 -0.2 13.5 5.6 23.2 30.8 5.6 -3.1 13.6 12.9 11.9 18.4 14.7 14.3 13.8 15.4
3.5 4.4 6.3 2.2 71.5 72.6 36.0 38.5 27.1 40.4 50.1 3.0 50.4 24.8 78.5 54.5 28.0 13.5 49.8 27.1 56.1 34.6 48.1 66.6 55.6 41.7
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. IntTermMuni 10.43 16.46 IntVaIII 11.26 ITExQual 33.98 LgCo LgCpIntl 27.34 15.23 SclCrEqInst SelHdgGlFxd 9.55 STExQual 10.82 10.41 STGov 10.16 STMuniBd TAUSCoreEq2 29.10 60.21 TM US Sm TM USTgtVal 47.61 36.96 TMMttVa2 51.95 TMUSEq 36.49 US CoreEq1 33.05 US CoreEq2 27.44 US Micro 46.99 US Small 43.38 US SmCpVal 30.14 US TgdVal 32.70 USLCpGr USLgVa 46.02 30.45 USLgVaIII 26.70 USSmCpGr USSoCoreEq2 24.55 USSustCoreI 37.27 USVectorEq 24.82 10.03 WexUSGov WrdEXUSTARGETVAL 14.30 Dodge & Cox: Balanced n 109.63 14.46 GblStock n 14.06 Income n 47.25 Intl Stk n 246.02 Stock n Domini Funds: Intl Eq Instit 9.20 US Equity Inv pn 35.09 DoubleLine Funds: CoreFxdIncmI 10.94 EmgMktIncmI 10.42 FlexibleIncomeI 9.58 GlobalBondN 9.82 10.28 InfraIncomeI LowDurBdI 9.88 LowDurBdN n 9.88 ShillerEnhCAPEI 17.88 ShillerEnhCAPEN n 17.86 10.40 TotRetBdI 10.39 TotRetBdN n Driehaus Funds: EmMktsGr n 41.05 Dupree Mutual Fds: KYTF n 7.97
0.00 0.08 0.02 0.38 0.19 0.14 0.01 0.00 0.00 0.00 NA NA NA 0.49 NA 0.42 0.40 0.30 0.59 0.55 0.43 0.40 0.59 0.38 0.36 0.28 0.43 0.32 -0.04 0.13
-0.4 18.6 -2.1 28.9 12.6 13.1 -0.8 -0.6 -1.3 0.0 NA NA NA 25.8 NA 27.7 28.6 33.3 30.4 39.5 38.5 26.8 28.0 28.0 25.8 28.1 27.6 29.4 -4.6 13.8
8.0 35.2 22.7 102.3 49.3 48.2 6.4 6.3 1.7 2.5 NA NA NA 64.1 NA 95.2 94.2 72.5 77.8 69.4 75.8 106.4 60.8 61.3 91.0 94.5 106.8 76.9 10.1 41.0
0.44 0.10 0.01 0.32 1.57
19.5 20.9 -0.9 10.9 32.1
55.0 59.3 19.2 39.2 78.1
0.08 11.4 39.3 0.28 21.7 111.1 -0.02 -0.01 -0.02 -0.02 -0.02 -0.02 -0.01 0.25 0.25 -0.03 -0.03
-0.6 1.7 3.5 -8.0 0.1 0.6 0.4 24.9 24.5 0.2 -0.1
13.5 19.4 14.3 0.5 14.5 7.5 6.8 95.7 94.3 10.6 9.7
0.03 -2.3 56.5 0.00
1.9 13.4
E Eaton Vance Class A: AtlCpSMID p 35.43 0.67 19.85 0.27 DivBldrA FloatRt 9.10 0.01 FltgRtAdvg p 10.55 0.00 Inc Bos 5.60 0.01 LgCpVal 24.26 0.36 10.34 0.00 NatlMuniInc ShDurGovIncFd 7.95 -0.01 ShDurStratIncFd 7.13 -0.02 2097.50 18.31 TMG1.0 n TMG1.1 94.14 0.82 TMG1.2 42.34 0.37 WW Hlth Science p 14.66 0.23 Eaton Vance Class I: AtlCpSMID 41.15 0.77 FloatRtHiInc 8.71 0.00 FltgRt 8.80 0.01 GblMacAbR 8.59 -0.04 IncBos 5.60 0.01 LgCpVal 24.38 0.37 10.34 0.00 NatlMuniInc Eaton Vance Funds: ParTxMgdEmgMktIn 47.52 -4.64 Edgewood Growth Instituti: EdgewoodGrInst 60.75 NA
21.7 24.4 4.0 5.1 5.5 24.3 1.5 -0.6 1.0 25.5 25.1 24.9 22.4
82.9 84.7 13.6 16.2 25.6 66.4 15.7 3.7 18.7 102.8 100.8 100.0 76.5
22.0 4.7 4.3 2.3 5.8 24.6 1.7
84.3 16.5 14.3 16.5 26.5 67.8 16.5
-4.8 12.4 NA
NA
F Fairholme: Fairholme n
30.78 0.56
5.7 105.5
reported closing price for the week. Footnotes: NA: not available. NE: performance excluded by Lipper editor. NN: fund not tracked. NS: fund not in existence for whole period. e: ex capital gains distributions. f: previous day’s quote. n: no front- or back-end sales charge. p: fund assets are used to pay marketing and distribution costs (12b-1 fees). r: fund levies redemption fee or back-end load. s: stock dividend or split of 25% or more. t: fund charges 12b-1 fees (for marketing and distribution) and a back-end load. v: capital-gains distribution may be a return of capital. x: ex cash dividend. Full mutual-fund listings,including dividend and capital-gains data, now appear free online at www.barrons.com/listings. All data supplied by Lipper.
50
BARRON’S
January 3, 2022
Mutual Funds
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. FAM Dividend Focus: FAMDivFocFd n 52.37 FAM Value: 99.41 FAMValue n Federated Hermes: 18.22 FdIntlGrIS FedHerInterEquit 28.91 FedHerUltBon 9.17 Federated Hermes A: 24.07 EqIncA p FdShInToRetA 10.56 FedMunULA pn 10.03 KaufmannA p 6.71 KaufmnLCA p 33.97 KaufmnSCA p 58.89 MunStkAdvA p 14.83 ShIntDurMuA p 10.32 ShtIncA t 8.61 StrValDivA p p 5.85 UltraShortA pn 9.18 31.33 StockTrA Federated Hermes C: StraValDivC p 5.87 Federated Hermes Int: 37.13 GloFinI InsHiYld r 9.93 26.38 MDTSmCIS 11.27 TtlRtnBdI Federated Hermes IS: 28.90 IntEq IS p KaufmnIS 6.97 60.57 KaufmnSCI CorpBondFdIS 9.72 FdShinToRetI 10.56 GovUltra 9.94 35.47 KaufmnLCIS ShIntDurMuInst 10.31 StraValDivIS 5.89 StrincIS 9.42 UltraShortI 9.17 ShtlncIS 8.60 10.03 FedMuniUl A Federated Hermes R: KaufmnR r 6.73 Federated Hermes R6: FedInstHYBondL 9.94 60.07 KaufmnSCL StrValL 5.89 11.26 TtlRtnBdL Fidelity: 500IdxInstPrem n 165.75 BalancedK6 14.94 Contrafund K6 23.48 EmgMktIdxInstPre n 12.09 ExtMktIdxInstPre n 87.55 14.80 FidAdAsset 13.96 FidAdAsset 43.72 FidAdEm 18.45 FidAdJapan FidFreeBlend 12.39 FidFreeBlend 12.54 FidFreeBlend 13.01 FidFreeBlend 12.55 FidFreeBlend 13.36 10.01 FidSAI FidSAIEmerg 13.70 13.26 FidSAIIntern 10.14 FidSer5 10.06 FidSer0-5 FIDSerEmgMkt 10.51 FidSerInt 9.83 FidSerToMarket 16.00 FIDSerTresIndxFd 10.00 FIDZroExtMktIx n 13.05 FIDZroLgCpIx n 16.92 Flex 500 Index 20.37 FlexIntIdx 13.64 10.56 FlexMuniInc 10.52 FlexUSBdIdx Freedom2060K 14.85 GlexUSIdxInstPre n 15.27 GrowthCompanyK6 23.02 InflPrBdIndInsPr n 11.16 IntlIdxInstPrem n 49.23 11.98 IntlIndex n IntrTresBdIxPrem n 11.15 LgCpGwId InstPre n 29.80 LgCpVlIdxIstPrem n 16.34 LTTrsBdIdxInstPr n 14.72 MidCpGrwthIndx n 29.91 MidCpInxInstPrem n 32.01 MidCpValIndex n 26.51 14.24 NewMkt I 20.96 OTCK6Port 14.69 PuritanK6 RealEstIdxInst n 20.11 14.43 SAIIntlMon SAIIntlSmComplet 14.35 SAIRealEstIndxFd 13.82 SAIUSLgCpIndxFd 22.80
0.09 25.3 89.9 -3.10 25.4 76.5 -0.48 6.7 95.4 -3.44 8.0 62.2 0.00 0.2 NS -3.41 0.00 0.00 -0.03 0.06 -0.13 0.07 0.00 0.00 0.06 0.00 0.47
21.0 -0.6 0.0 2.9 14.1 3.0 10.4 0.0 -0.2 21.2 0.2 28.1
57.3 9.3 2.7 78.0 103.5 100.3 36.0 4.5 7.5 33.1 5.7 65.0
0.07 20.4 30.3 -0.11 0.01 0.19 0.01
4.7 4.8 30.3 0.2
54.6 27.9 81.3 20.7
-3.43 -0.03 -0.14 -0.01 0.01 0.00 0.06 -0.01 0.06 0.02 -0.01 -0.01 0.00
8.0 3.5 3.4 0.2 -0.3 -0.1 14.4 0.1 21.5 3.9 0.2 -0.1 0.1
61.9 80.5 103.0 25.0 10.1 3.6 105.0 5.5 34.2 25.7 6.5 8.5 3.4
-0.03 2.9 78.0 0.02 -0.14 0.06 0.01
4.8 3.4 21.5 0.2
28.0 103.1 34.2 20.7
1.86 0.09 0.21 0.06 0.26 -0.06 -0.13 0.22 -0.02 NA NA NA -0.70 NA 0.02 0.06 0.08 0.12 0.05 0.08 -0.04 0.15 0.00 0.11 0.17 0.23 0.07 0.00 0.00 -0.80 0.08 -0.62 0.09 0.32 0.08 -0.01 0.22 0.23 -0.05 0.18 0.41 0.44 0.03 0.07 0.08 0.62 0.16 0.11 0.43 0.26
29.0 18.7 24.9 -3.0 12.8 3.4 6.6 NS 3.2 NS NS NS NS NS NS 6.0 13.8 NS NS -4.1 NS 25.9 0.1 21.6 27.1 29.1 7.6 2.3 -1.9 16.6 7.6 22.8 5.9 11.3 8.1 -3.0 28.3 25.1 -5.1 13.2 22.6 28.0 -1.9 27.0 19.4 40.3 12.9 9.9 40.3 29.0
102.6 NS 116.0 35.4 92.7 24.5 40.2 NS 63.4 NS NS NS NS NS NS NS NS NS NS 24.4 NS NS 3.3 80.9 104.5 102.7 45.3 15.0 15.0 74.2 45.2 NS 27.4 47.4 46.6 13.8 144.4 64.2 28.1 NS 89.2 NS 13.8 NS NS 53.5 NS NS 54.0 102.5
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. SeriesBondFd 10.42 SeriesOverseas 14.37 SerLTTreBdIdx 8.50 SmallCapValIndx n 25.94 SmCpIdxInstPrem n 27.61 STBdIdx InstPrem n 10.14 STTreIdx InstPre n 10.55 TMktIdxInstPrem n 134.15 TotalMarketIndex n 16.82 TtlIntIdxInstPr n 14.32 USBdIdxInstPrem n 11.97 21.26 USSusIdx n Fidelity Adv Focus A: 66.89 HthCarA r 101.28 TechA t Fidelity Adv Focus C: 50.17 HthCarC p Fidelity Adv Focus M: 93.14 Tech p Fidelity Advisor: MultiAstIn Retai n 14.97 SrsAdvIntlCapApp 31.80 12.69 StragInc n 112.85 Tech Z TotBdFdClZ 11.04 Fidelity Advisor A: AdvMdCpIIA p 23.52 AdvStrDivInA p 17.61 28.66 BalancA t 27.33 BioTech 29.49 DivIntlA 17.33 EqGrA p/r t EqInA 31.62 16.49 FF2030A p 144.71 GrOppA HiIncAdvA 12.68 29.65 IntCpApA p 56.35 LevCoStA p NwInsghtA p 40.45 SmllCapA p 32.02 StkSelMC p 42.42 12.51 StrInA 11.06 TotalBdA p Fidelity Advisor C: 28.38 BalancC 117.79 GrOppC p NwInsghtC t 32.07 Fidelity Advisor Fun: 29.36 BalFdZ 52.58 InterDiscZ 21.01 IntlGrwZ Fidelity Advisor I: 29.36 BalancI 29.76 BiotechI ConsvIncmMuni I 10.04 30.11 DivIntl 19.93 EqGrI FAEmgMktI 33.70 52.66 FAIntDiscI r FAInvGrdI 8.38 16.64 FF2030 17.69 FF2040 FltRatel 9.46 159.72 GrOppI HiIncAdvI 11.85 74.03 HthCarI r 20.98 IntlGr 32.35 IntlSmCp LmtdTrmBdFd 11.67 10.80 MuniIncI r 13.56 MuniIncome 41.97 NwInsghtI REIncmInst 13.72 31.88 SmCapGrwI StrInI 12.69 11.04 Total Bd Fidelity Advisor M: 29.09 Balanced p 16.78 EqGr p EqIn p 32.68 142.81 GrOppM p NwInsghtM p 38.15 28.50 SmllCapM p StkSelMC 42.87 12.50 StrInM p Fidelity Advisor Z: AdvIntlSmCpZ 32.30 AssetManager50% 22.18 AssetMngr85 26.56 28.86 AsstMngr70 CorporateBond 12.42 33.60 EmMkt Z FloatRateHighInc 9.47 10.64 GovtIncome 161.59 GrOpp HighIncome 8.69 31.84 IntCpAp InvestGradeBd 8.38 NewMktsIncFdZ 14.23 13.72 RE Income
0.00 0.15 -0.03 0.19 0.10 0.01 0.00 1.31 0.17 0.09 0.00 0.26
-1.8 19.3 -5.1 28.1 14.9 -1.0 -1.3 26.0 26.3 8.3 -1.9 31.9
NS NS 27.9 NS 74.8 8.9 7.5 101.0 101.2 46.7 15.0 107.9
0.26 11.9 75.5 0.76 28.0 219.1 0.19 11.0 71.6 0.68 27.7 216.6 0.08 17.7 69.7 0.33 12.2 83.2 0.01 3.9 24.3 0.84 28.5 222.8 0.00 0.0 20.5 0.36 -1.01 0.18 -0.34 0.29 -2.07 -2.63 NA -14.36 0.05 0.31 0.60 0.32 -3.15 -5.00 0.01 0.00
24.7 18.6 18.1 -3.0 12.6 23.4 22.1 NA 12.3 11.3 11.9 25.3 25.0 31.2 22.7 3.6 -0.4
83.5 61.8 79.4 64.6 74.7 138.6 58.4 NA 167.6 42.4 81.7 111.0 101.4 105.7 80.4 23.2 19.1
0.17 17.2 75.5 -13.52 11.5 161.6 0.25 24.1 96.9 0.18 18.5 81.5 0.42 11.1 73.1 0.13 15.4 82.1 0.18 -0.37 0.00 0.30 -2.09 -0.01 0.42 0.01 NA -0.78 0.00 -14.67 0.04 0.29 0.13 0.31 0.01 0.00 0.00 0.33 0.14 0.18 0.01 0.00
18.4 -2.7 0.0 12.9 23.7 -2.0 11.0 -0.9 NA 10.2 5.5 12.6 11.5 12.2 15.3 12.9 -1.2 1.1 2.8 25.3 18.7 10.8 3.8 -0.2
80.9 66.0 3.0 76.2 140.7 66.1 72.5 19.6 NA 64.9 16.4 169.7 43.4 76.9 81.5 51.5 10.2 12.4 16.4 103.0 38.6 108.7 24.1 20.0
0.18 -2.03 -2.59 -13.92 0.30 -3.12 -4.86 0.01
17.8 23.1 21.8 12.1 24.7 30.8 22.4 3.5
78.1 137.1 57.3 165.7 99.9 104.3 79.1 23.1
0.30 -0.34 -0.64 -0.62 0.02 0.00 0.01 0.00 -14.85 0.01 0.33 0.00 0.02 0.14
13.0 7.8 13.6 11.0 -1.2 -1.9 5.6 -2.0 12.7 4.4 12.3 -0.8 -1.9 18.9
52.1 46.9 72.5 60.8 25.8 66.7 16.9 11.7 170.7 22.5 83.9 20.1 14.1 39.0
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. StkSelAllCap StrgInc Fidelity Freedom: 2060 K6 FAFree2020I p FAFree2025I FAFree2035I FAFree2045A FF2005 n FF2010 n FF2015 n FF2020 n FF2020A p FF2025 n FF2025A p FF2030 n FF2035 n FF2035A t FF2040 n FF2040A p FF2045 n FF2050 n FrdmBlen2025 K6 Free2045L Free2050I Free2055 n Free2060InstPrem Freedom2010 K Freedom2015 K Freedom2015 K6 Freedom2020 K Freedom2020K6 Freedom2025 K Freedom2025K6 Freedom2030 K Freedom2030K6 Freedom2035 K Freedom2035K6 Freedom2040 K Freedom2040K6 Freedom2045 K Freedom2045K6 Freedom2050 K Freedom2050K6 Freedom2055 K Freedom2055K6 Freedom2060 n FundK Idx2010InsPre Idx2015InsPre Idx2020InsPre Idx2025InsPre Idx2030InsPre Idx2035InsPre Idx2040InsPre Idx2045InsPre Idx2050InsPre Idx2055InsPre Idx2055Investor Idx2020 Premier Idx2025 Premier Idx2030 Premier Idx2035 Premier Idx2040 Premier Idx2045 Premier Idx2050 Premier Idx 2055 Premier IdxIncInsPre Income n Income K Fidelity Invest: AdvSrsGroOpport AggrInt n AilSectEq AMgr20% n AMgr50% n AMgr70% n AMgr85% n AstMgr30R n Balanc n BalancedK BluCh n BluChpGr K6 BluChpGrK CALmtTrmTFB n CAMun n Canad nr CapAp n CapDevA p CapDevO n ChinaReg n CnvSc n Contra n ContraK CorpBd n CpInc nr DisEq n DivGrowK DivGth n DivIntl n
69.04 0.65 23.6 106.2 12.70 0.01 3.9 24.5 14.84 14.55 15.19 16.10 13.82 13.21 16.59 13.87 17.82 14.39 16.35 15.00 20.59 18.12 15.93 13.06 17.53 14.95 15.08 12.39 13.95 13.96 17.35 17.15 16.59 13.85 13.82 17.81 17.77 16.34 16.31 20.59 20.55 18.11 18.10 13.06 13.03 14.95 14.92 15.07 15.07 17.35 17.35 14.86 79.41 14.62 15.61 17.27 19.59 20.70 23.20 23.68 24.59 24.62 20.26 20.25 17.27 19.58 20.69 23.19 23.67 24.58 24.62 20.25 12.67 12.20 12.18
-0.82 NA NA -0.70 -0.57 NA NA NA NA NA NA NA NA NA -0.67 NA -0.74 NA NA NA -0.60 -0.60 NA -0.17 NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA -0.79 0.92 NA -0.26 -0.27 -0.23 -0.25 -0.24 -0.24 -0.25 -0.26 -0.20 -0.19 -0.27 -0.24 -0.25 -0.25 -0.25 -0.26 -0.26 -0.20 -0.12 NA NA
16.8 NA NA 8.4 10.2 NA NA NA NA NA NA NA NA NA 8.3 NA 10.1 NA NA NA 10.3 15.9 NA 14.1 NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA 9.8 33.8 NA 4.7 6.3 7.8 9.1 12.0 14.1 14.1 14.0 16.0 14.1 6.4 7.8 9.0 12.0 14.1 14.0 14.1 16.1 1.7 NA NA
75.0 NA NA 59.6 64.1 NA NA NA NA NA NA NA NA NA 58.7 NA 64.0 NA NA NA 65.1 73.5 NA 68.8 NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA 63.6 128.1 NA 36.6 42.4 47.4 53.3 62.8 68.6 68.6 68.6 71.6 68.6 NS NS NS NS NS NS NS NS 22.4 NA NA
14.17 28.37 11.93 14.81 22.25 28.91 26.71 12.86 30.42 30.42 184.82 28.05 185.47 10.77 13.33 64.19 44.29 18.98 19.87 43.44 36.54 18.88 18.94 12.42 11.21 65.53 36.62 36.67 48.46
0.02 0.29 0.10 -0.06 -0.32 -0.58 -0.61 -0.06 0.19 0.20 0.73 0.11 0.73 -0.01 0.00 0.73 0.38 0.17 0.18 0.33 -7.10 0.17 0.17 0.01 0.05 0.71 0.48 0.48 0.49
13.7 12.1 26.9 3.4 7.7 11.0 13.7 6.0 18.5 18.6 23.5 23.9 23.6 0.2 1.8 26.2 24.7 25.2 25.6 -13.4 10.3 25.2 25.2 -1.3 11.6 28.1 28.2 28.1 12.7
171.0 83.6 113.8 24.5 46.7 60.6 72.4 34.1 81.5 81.9 169.8 177.5 170.5 7.4 14.5 67.0 119.0 79.8 81.4 73.5 103.3 117.7 118.2 25.3 46.7 121.3 70.1 69.7 74.7
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. DivIntl K6 DivIntlK r DivStkO n Emerg Asia nr EmrgMktK r EmrgMktsDebt EmrMkt nr Eq Inc n EqDivIncm n EqDivIncmK EqIncK Europ nr Fidel n FltRateHi nr FocsdStk n FournOne n GNMA n GovtInc n GroCo n GroInc n GrowCoK GrStrt nr GwthDiscovery n HighInc nr IntBd n IntlCapiApp K6 IntlDisc n IntlEnhIdx n IntlGrRet n IntlScOpps nr IntlSmCap nr IntMu n InvGB n InvGrBd LargeCap n LCapCrEIdx n LCapGrEIdx n LevCoSt n LgCpVHIdx n LmtTrmMuniIncm n LowP nr LowPriStkK r LowPriStkK6 LtdTmBdFd n MagellanK Magin n MAMun n Manager40 n Manager60 n McpVl n MegaCpStk n MidCap n MidCapEnIdx nr MidCapStkK r MIMun n MNMun n MtgSec n MuniInc n NASDAQ nr NewInsights Z NewMill n NewMkt nr NJMun nr NYMun n OHMun n OTC n OTC K OverseasK r Ovrse n PcBas nr PuritanK Puritn n RealE n RealEstInc nr REInc n SAIIntlMinVolInd SAILTTreBdIdx SAISm-MidCap500I SAIUSMinVolIndFd SAIUSQtyIdx SCEnhIdx n SCValueI r SmallCap nr SmCapDisc n SmlCapO n SmlCpGrth nr SmlCpGrth K6 SmlCpGrth Z SmlCpVal nr Srs1000ValIndRet SrsBlChGroRetail n SrsCommStrt SrsEmrgMkt SrsGlobal SrsGroCoRetail SrsIntlGrw SrsIntlSmCp SrsIntlVal SrsSmCapDiscRet STBF n
15.40 48.35 35.14 51.17 43.77 9.07 43.77 70.21 27.88 27.87 70.15 38.57 79.43 9.47 34.82 61.32 11.57 10.61 36.70 51.87 36.83 63.62 56.08 8.69 11.02 16.39 52.85 11.13 21.03 26.49 32.13 10.78 8.37 11.62 42.14 21.64 31.56 47.68 16.03 10.77 53.75 53.67 15.33 11.67 15.40 15.42 12.51 13.96 16.19 30.21 19.43 42.09 18.63 42.12 12.64 12.01 11.37 13.57 198.03 42.13 41.86 14.23 12.55 13.64 12.46 19.75 20.16 67.44 67.60 39.10 27.21 27.24 53.89 13.78 11.70 11.58 11.34 11.24 19.35 19.02 15.28 21.56 19.96 30.56 14.89 31.77 16.90 32.04 21.56 15.57 16.56 4.09 21.01 15.04 20.54 19.09 21.35 11.16 14.21 8.61
0.15 0.49 0.26 0.41 0.23 0.02 0.22 0.93 -2.37 -2.37 0.94 0.47 0.92 0.00 0.19 -2.69 -0.01 -0.01 -3.91 0.54 -3.91 -8.17 0.41 0.01 0.00 0.18 0.42 0.07 0.13 0.43 0.30 0.00 0.01 0.00 0.37 0.25 0.28 0.51 0.22 0.00 0.81 0.81 0.22 0.01 0.15 0.15 0.00 -0.13 -0.30 0.54 0.15 0.59 0.28 0.60 0.00 0.00 0.00 0.00 0.19 0.34 -2.97 0.02 -0.06 0.00 0.00 0.07 0.07 0.74 0.73 0.21 0.14 0.15 1.76 0.14 0.08 0.06 -0.04 0.15 0.28 0.19 0.10 0.16 0.37 0.37 0.17 0.18 0.10 0.18 0.16 0.22 0.07 0.02 0.12 0.09 -0.02 0.12 0.35 0.08 0.17 0.00
13.2 12.9 28.9 -14.7 1.8 -0.6 1.7 24.3 22.2 22.3 24.5 6.5 33.7 5.5 27.5 17.2 -0.9 -2.2 23.4 25.9 23.5 21.6 23.7 4.2 -1.3 12.5 11.0 11.4 15.3 17.5 12.9 1.1 -0.9 -0.3 26.0 30.7 30.0 26.3 28.3 0.4 24.4 24.5 24.6 -1.2 27.4 27.4 1.4 6.6 9.2 33.7 26.6 28.4 24.2 28.5 1.5 0.7 -1.1 2.8 23.0 25.5 23.9 -1.9 2.4 2.7 1.5 26.0 26.1 19.3 19.2 2.6 19.2 19.1 42.0 18.7 15.5 9.8 -4.9 20.9 21.6 28.8 20.7 37.8 20.1 35.3 23.4 10.8 11.0 11.0 37.8 25.3 23.5 27.1 -5.2 7.6 24.8 16.4 18.1 16.3 35.9 -0.7
76.2 75.3 112.9 93.7 81.2 15.0 80.6 71.1 59.7 60.2 71.6 57.6 127.5 16.7 125.4 71.5 8.7 11.3 188.7 78.2 189.4 116.9 139.6 22.2 13.6 85.6 72.6 42.5 81.4 82.6 51.5 12.7 19.8 20.4 82.0 98.8 134.7 119.1 67.8 8.1 72.1 72.5 71.6 10.3 116.9 116.4 13.5 40.1 53.7 68.0 88.8 80.5 84.2 81.1 14.4 12.9 10.1 16.8 144.8 103.6 66.6 13.8 17.0 15.4 13.4 159.6 160.2 78.3 77.7 80.5 75.8 75.4 64.3 38.6 34.9 25.8 29.1 89.6 72.0 110.2 78.2 86.3 78.0 84.9 89.8 108.9 110.4 109.5 86.2 64.3 171.1 31.1 53.0 45.2 199.1 88.0 82.3 46.8 94.8 7.3
Data provided by
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. StkSelCpK 69.39 StkSelSmCp n 34.27 StkSlcACap n 69.57 StratDivInc n 17.75 17.69 StrDivIncI 12.15 TaxFrB nr 11.06 TotalBond n TotalBond K6 10.26 172.82 Trend n Utility n 27.88 14.64 Value n 38.30 ValueDisc n 14.66 ValueK 35.98 Wrldw n Fidelity SAI: FidSAIEmgMktIndx 15.66 FidSAIIntlIndxFd 14.13 IntlValIdx 9.25 LowDurationInc 9.99 10.88 Muni Inc SAIEmgMktLoVolIx 11.44 ShortTermBd 9.92 10.44 TotalBd 10.94 TxFreeBd U.S.TreBdIdx 10.05 USMomentumIdx 16.88 USValueIndex 12.41 Fidelity Selects: 29.75 Banking nr 19.48 Biotech nr 132.34 Broker nr Chem nr 18.65 114.72 Comp nr ConDis nr 72.18 ConStap nr 97.19 107.20 CstHou nr DfAero nr 15.83 35.20 Energy nr Envi&AltEngy nr 35.66 FinSvc nr 13.01 25.66 Gold nr 32.51 Health nr HlthCareSrvPt r nr 138.40 83.35 ITSvs n 17.45 Leisr nr 108.67 Mat nr MdTchDevis n 83.54 Multimedia nr 91.87 Pharm n 23.82 23.12 Retail nr Semiconductors r nr 23.87 Softwr nr 30.23 Tech nr 29.29 UtilGr nr 104.50 Fidelity Series: 14.45 Canada FASeriesEqGroFd 16.60 HthCarZ 74.09 10.80 IntMuni Z 10.02 STCrFd FidelityAdviAsset: ADVAssetMan60 16.17 First Eagle Funds: 64.49 GlbA 22.82 Gold p 25.26 OverseasA 20.36 US Val A t 20.78 US Val I r FMI Funds: 35.62 IntlInvst n LgCapInvst n 19.66 FPA Funds: 36.99 FPACres n NwInc n 9.97 Franklin: FrnkGrowFdClA 19.26 Franklin A1: 11.00 AZ TF A1 p CA TF A1 p 7.75 11.43 CAHY A1 p 12.04 CAInt A1 p 12.29 Fed TF A1 p 12.22 FedInt A1 p HiInc A1 1.88 10.46 HY TF A1 p IncomeA1 p 2.52 MIInsTF A1 p 11.85 MNInsTF A1 p 12.68 11.92 MO TF A1 p 11.32 NY TF A1 p OHInsTF A1 p 13.03 11.87 OR TF A1 p 10.02 PA TF A1 p US Gov A1 p 5.82 21.94 Utils A1 p Franklin Templeton: 22.46 TgtGro A p 17.86 TgtModA p FrankTemp/Frank Adv: 11.46 CA HY Adv t
0.65 0.41 0.65 -1.02 -1.02 0.00 0.00 0.00 0.96 0.38 0.19 0.57 0.20 0.27
23.6 24.8 23.4 18.9 18.9 2.6 -0.1 -0.1 23.5 6.9 34.9 24.9 35.1 18.8
106.3 100.3 105.7 63.2 63.0 17.0 20.1 20.5 149.5 34.0 95.9 68.3 96.4 101.9
0.06 0.07 0.03 0.00 0.00 0.10 0.00 0.00 0.00 -0.01 0.13 0.14
-3.0 11.1 13.7 0.0 2.3 10.7 -0.7 0.1 2.3 -2.4 22.9 30.6
35.1 47.2 28.4 NS 15.8 NS NS 20.2 15.1 12.5 100.6 62.3
0.34 -0.48 -0.30 0.40 1.38 0.84 1.51 2.28 0.04 0.24 0.52 0.09 0.21 0.13 2.07 0.71 0.05 1.98 1.01 0.48 0.13 0.48 0.15 0.23 0.15 2.33
38.3 -11.8 40.8 31.2 23.8 19.5 13.8 56.4 4.7 54.8 30.3 33.3 -11.6 12.2 20.9 3.1 21.4 31.0 25.0 17.4 12.3 18.4 59.4 19.1 22.7 17.1
66.2 69.7 129.3 68.8 154.3 108.3 68.1 179.0 30.5 15.6 102.0 82.2 54.6 86.0 73.4 94.6 87.0 81.3 113.6 111.0 66.0 118.4 280.4 142.6 206.5 44.8
0.16 0.12 0.29 0.00 0.00
27.9 24.5 12.3 1.2 -0.3
72.1 146.1 77.6 12.8 9.1
-0.33 9.1 53.7 0.42 0.16 0.11 0.20 0.20
12.2 -8.6 4.7 18.7 18.9
46.6 65.5 32.2 51.6 52.8
0.38 14.0 34.1 0.34 18.7 63.1 0.18 15.1 55.3 -0.01 0.8 7.4 NA
NA
NA
-0.01 0.00 0.00 0.00 0.00 -0.01 -0.01 0.00 0.02 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -0.02 0.44
1.5 1.7 3.8 0.7 2.5 0.8 4.6 4.7 17.2 1.1 0.6 1.7 1.8 0.9 1.3 1.9 -2.3 17.6
13.5 17.0 19.0 9.9 15.7 10.2 28.3 19.4 41.1 14.1 12.9 13.4 14.2 13.2 13.1 12.1 6.8 46.6
NA NA
NA NA
NA NA
0.00
3.9 19.3
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. CA IntAdv 12.07 CA TF Adv t 7.73 CvtScAdv 24.94 Dynat Adv 162.17 Fed TF Adv 12.30 12.25 FedIntAdv GrOpAdv p 64.80 Growth Adv t 151.80 HY TF Adv 10.51 IncomeAdv 2.50 RisDv Adv r 96.80 SmCpGrAdv p 25.97 SmCpValAdv t 61.01 SmMCpGrAv t 52.16 USGovAdv p 5.84 22.16 Utils Adv FrankTemp/Franklin A: BAL A t 13.58 BalInv p 35.72 124.17 BioDis A p 24.48 CoreAll A p CvtSc A p 24.94 DynaTech A p 155.99 EqIn A p 31.83 FlRtDA A p 7.86 FoundFAlA p 14.96 21.35 FrkIntlGrthA FSmCoSer r 21.74 GoldPrM A p 21.73 GrOp A p 58.20 Growth A p 150.90 LwDuToRt A 9.49 RisDv A p 96.93 22.88 SmCpGr A p SmCpVal A p 57.14 SmMCpGrA p 44.64 StrInc A p 9.38 15.99 TgtCon A p TtlRtn A p 9.92 FrankTemp/Franklin C: CA TF C t 7.73 DynaTech C p 126.39 Growth C t 132.32 Income C t 2.56 RisDv C t 94.89 FrankTemp/Franklin R: FrkDynTchR6 164.20 FrkGrthOppR6 66.02 FrkGrthR6 151.65 FrkIncR6 2.51 96.78 FrkRisDivR6 FrkSmCpGrR6 26.64 FrkTotRtnR6 9.99 TempGlbBndR6 8.80 FrankTemp/Mutual A&B: Beacn A 17.79 26.78 Shares A FrankTemp/Temp A: DvMk A p 22.45 Frgn A p 7.19 GlBond A p 8.85 GlSmCo A p 11.03 Growth A p 24.41 World A p 15.05 FrankTemp/Temp Adv: Frng Adv 7.05 GlBondAdv p 8.81 Frost Family of Fund: 10.32 FrTRInst
0.00 0.00 0.04 0.66 0.00 -0.01 0.29 1.46 0.00 0.02 1.72 0.10 0.89 0.36 -0.02 0.45
0.8 1.8 7.9 13.5 2.6 0.9 18.5 22.5 4.9 17.5 26.9 -0.1 25.5 10.7 -2.1 17.8
10.2 17.2 97.6 147.7 16.0 10.5 134.3 114.7 19.8 42.1 94.4 91.0 69.0 131.4 7.2 47.4
0.10 0.60 -1.70 -0.07 0.04 0.64 0.41 0.01 0.10 0.26 0.23 0.24 0.25 1.45 0.01 1.72 0.09 0.83 0.31 -0.02 NA 0.00
15.1 27.6 -16.9 14.8 7.7 13.2 25.1 8.2 11.8 1.1 10.4 -4.9 18.2 22.2 0.9 26.6 -0.3 25.2 10.4 1.7 NA -0.9
43.7 55.8 49.0 72.2 96.0 145.8 67.2 7.1 34.2 85.3 49.1 110.4 132.5 113.1 8.7 92.9 89.4 67.7 129.6 13.9 NA 16.2
0.00 0.50 1.26 0.01 1.67
1.2 12.4 21.2 16.8 25.6
14.9 140.3 108.4 38.9 88.6
0.67 0.29 1.46 0.02 1.72 0.10 0.00 0.02
13.6 18.6 22.5 18.0 27.0 0.0 -0.6 -4.6
148.4 135.0 115.3 42.1 94.8 91.8 17.3 -7.5
0.21 16.7 52.0 0.29 19.2 40.6 0.12 -5.6 42.4 0.03 4.9 18.0 0.03 -4.9 -8.6 0.14 15.0 63.2 0.17 5.1 28.1 0.07 8.2 30.6 0.03 5.2 18.8 0.03 -4.6 -7.8 NA
NA
NA
-4.97 -5.13 0.50 0.52 0.05
18.7 19.0 24.6 24.9 17.1
63.1 64.3 73.6 74.9 35.1
G Gabelli Funds: 58.45 Asset pn GabelliAsstFdClI 58.24 SmCapG n 47.07 SmCpGrwI 49.14 Util A p 8.15 GAMCO Funds: 100.45 GwthAAA pn Gartmore Funds: NationwideInstSv 29.91 Gateway: GatewayA 40.77 GE Elfun/S&S: Tax Ex n 11.47 Trusts n 80.07 GMO Trust Class III: EmgCntryDt r 23.63 30.50 Quality GMO Trust Class IV: EmgCntrDt 23.59 IntlEq 23.78 Quality 30.58 GMO Trust Class VI: EmgMkts r 33.83 Quality 30.50 Goldman Sachs A: CapGr 32.19 HYMuni p 10.69
-4.38 23.3 132.4 0.26 25.3 103.1 0.07 11.4 32.9 0.00 1.4 13.9 -8.43 24.8 113.1 0.07 -1.4 20.8 0.35 26.6 98.8 0.07 -1.4 21.0 0.10 12.0 50.6 0.35 26.6 99.1 0.15 2.2 32.8 0.35 26.7 99.4 NA NA NA 0.01 5.4 22.3
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. Muni 16.77 Goldman Sachs Inst: CoreFix 10.87 EmgMktEq 28.93 EnhInc 9.49 36.68 Gr 10.69 HYMuni Int 14.46 Muni 16.76 10.77 ShDuTF SmCapVa 58.04 Guggenheim Funds Tru: FloRaStraFdInst 25.07 MacOppFdClInstl 27.11 TotRtnBdFdClInst 28.56 TotRtnBondFdClA 28.53 GuideMark Funds: LgCpCorServ pn 30.70 GuideStone Funds: AggrAllGS4 n 13.87 13.01 BalAllGS4 n EqindxGS2 50.89 EqIndxGS4 n 50.91 13.82 GrAllGS4 n GrEqGS2 30.10 GrEqGS4 n 29.62 IntEqGS2 14.85 13.42 LowDurGS2 MedDurGS2 14.99 ValEqGS2 21.42
0.00
2.8 14.2
0.00 NA NA NA 0.01 NA 0.00 -0.01 NA
-1.9 18.6 NA NA NA NA NA NA 5.8 23.4 NA NA 3.1 15.3 0.3 6.5 NA NA
0.00 5.1 14.4 0.02 2.4 16.8 0.01 -0.1 20.6 0.00 -0.5 19.5 -0.56 26.6 100.1 NA NA NA NA NA NA NA NA NA NA NA
NA NA NA NA NA NA NA NA NA NA NA
NA NA NA NA NA NA NA NA NA NA NA
-0.15 0.17 0.15 0.18 0.26 0.29 0.10 0.57
-1.9 16.5 16.1 3.1 9.3 25.0 9.8 14.5
16.2 142.2 139.6 81.2 49.4 91.8 119.6 68.6
H Harbor Funds: Bond 11.87 CapApInst 101.54 CapApInv pn 94.19 IntlGr r 21.05 IntlInst r 47.10 LgCpValue 23.23 SmCpGwth 15.26 SmCpValInst 42.51 Harding Loevner: EmgMktsAdv n 59.34 IntlEq 30.00 Hartford Funds A: 15.99 BalIncA CapAppA p 42.62 Chks&Bal p 10.92 DiscpEqA p 49.63 DivGth A p 34.04 EqInc t 22.81 FltRateA t 8.38 47.88 GrOppty t GrowAllA p 14.74 Hlthcare 40.64 IntOppA p 19.04 MidCap A p 32.82 Muti-AstIncGw 20.91 ShtDur 9.96 10.69 TotRBdA p Hartford Funds C: 15.72 Bal IncC DiscpEqC t 44.86 Hartford Funds I: 15.99 BalIncI CapAppI 42.90 DivGthI 33.83 EmrgMktEqInv r 19.10 EqIncI 22.64 FltRateI 8.32 GrowOppI t 52.91 InterValue 15.88 IntlAlphaInv p 17.98 IntlOpp 18.89 MidCap 34.54 MunOpptI 9.10 ShtDur 9.91 StrInc 9.00 WorldBond 10.39 Hartford Funds Y: 50.36 DiscpEq DivGthY 35.11 GrwthOppY 59.79 IntOppY 20.13 MidCapY 42.98 Hartford HLS Fds IA: Balanced 35.50 CapApp 54.42 DiscEqui 20.91 Div&Grwth 27.58 IntlOpp 20.88 MidCap 40.35 SmallCo 24.64 SmCpGrwth 36.70 Stock 113.73 TotRetBd 11.26 UltraShBd 10.00 Heartland Funds: 46.37 Val Inv n
0.38 -3.7 37.6 0.12 8.3 63.6 0.03 0.44 -0.12 0.36 0.28 0.22 0.01 0.22 -0.15 0.28 -0.17 0.15 0.01 0.01 0.00
9.7 15.5 12.3 24.5 30.9 25.0 4.0 8.4 11.5 10.5 7.2 9.7 6.9 0.1 -1.4
41.0 83.5 56.3 98.2 81.6 65.5 14.1 130.2 54.8 83.2 62.5 83.2 31.1 10.3 18.2
0.05 8.8 37.8 0.53 23.6 93.8 0.02 0.33 0.26 -0.11 0.21 -0.02 0.24 -0.52 -0.06 -0.23 0.10 0.00 -0.01 -0.03 -0.08
9.9 15.8 31.2 -5.0 25.3 4.2 8.6 18.4 11.4 7.5 9.9 1.9 0.3 0.2 -1.1
42.0 85.1 83.0 44.0 66.8 15.0 132.0 32.3 75.0 64.2 84.5 14.8 11.1 26.3 5.0
0.25 0.28 0.27 -0.22 0.15
24.9 31.3 8.6 7.5 10.0
99.8 83.3 132.2 64.2 84.9
0.38 0.58 0.25 0.33 0.10 0.39 0.33 0.34 1.62 0.00 0.00
19.7 15.1 25.9 32.0 7.7 10.0 1.9 4.3 24.8 -1.2 -0.2
64.7 85.7 101.2 84.3 64.7 85.3 119.4 91.0 84.7 19.4 4.1
-5.67 21.6 64.3
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. Hennessy Funds: FocInv 68.75 JapanInst 47.68 Homestead Funds: ShtTmBd n 5.19 Value n 54.36 Hotchkis and Wiley: 11.53 HiYldI
0.93 30.9 87.1 -1.29 -2.7 45.3 0.00 -1.1 8.3 0.63 25.1 73.6 0.03
6.8 21.7
I IFP US Equity Fund: IFP US EquityFd 21.55 INVESCO A Shares: 39.33 AmValA Invesco Fds Investor: 19.96 DivrsDiv n GlHltCr pn 40.37 Tech n 60.43 Invesco Funds A: 500InxA p 50.32 ActiveAllA 15.42 AMTFrNY p 12.26 BalancedRiskAllA 9.71 CapApprA p 69.78 Chart 19.33 CmstA 29.66 CoreBdA p 6.79 CpBdA 7.61 DevMkt 38.22 DevMktA 47.74 DiscFdA p 104.11 DisMdCpGrA 30.24 DivIncm p 25.58 DivrsDiv p 19.97 EqIncA 11.34 EqInvA 16.12 EqWtdA p 78.68 FltgRate p 7.30 20.91 GblAllocA GblStrIncmA p 3.58 74.38 GlbOppA p Glcoreeq p 16.04 GlGr 31.19 GlHltCr 40.36 GrIncA 24.44 GrowAlloc p 16.85 Hyld 3.97 10.39 HYMuA IntlBdA p 5.10 IntlDivA 21.50 IntlGrow 27.04 IntlGrowA p 45.71 IntlSmCoA 57.06 IntTMIA p 11.51 InvescoFd p 25.88 InvGloblFdA 124.55 LmtdTrmMunInc p 11.47 MnStFndA 57.04 MnStOpA p 25.00 MnStSmCpA p 28.31 ModInvA 12.15 MunInA 13.83 QualityIncomeA 11.35 RchHiYldMuniA 8.16 RealEst p 24.01 RisingDivA 25.62 RochAMTFrMuni 7.92 RochCAMuni 9.23 RochLmtTrNYMuni p 3.06 RochPAMuni 11.63 RoMu A p 17.74 SenFltRtA 7.08 ShortTerm p 8.54 SmCpEq p 14.98 SmCpGr 36.40 SmCpValA t 18.31 SP IncomeA 3.97 60.65 Tech p Invesco Funds C: EqWtdC 74.62 RchHiYldMunC 8.12 10.35 TEHYC Invesco Funds Instl: 46.41 SmCpGr Invesco Funds P: Summit P pn 27.31 Invesco Funds Y: BalancedRiskAllY n 9.94 DevMktY n 46.93 DiscovY n 128.08 EqWtdY n 79.63 GlblOppY n 76.40 GloblY n 125.53 IncomeY n 4.20 45.35 IntGrowY n IntlBdY n 5.10 IntlSmCoY n 56.55 MnStFndY n 56.47 RocMuniY n 17.75
0.13 18.0 91.0 0.51 27.3 62.3 0.28 19.0 50.2 0.45 12.6 72.5 0.16 15.1 129.4 0.56 0.13 0.01 0.04 0.31 0.19 0.40 0.00 0.02 -0.02 0.26 1.05 0.33 0.39 0.28 0.08 0.16 1.19 0.01 0.13 0.01 0.12 0.17 0.13 0.45 0.27 0.15 0.01 0.00 0.01 0.19 0.17 0.43 0.92 0.00 0.21 0.50 0.00 0.55 0.20 0.40 0.07 0.00 -0.01 0.01 0.82 0.38 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.19 0.19 0.21 0.09 0.16
28.3 13.9 4.9 9.4 22.9 27.7 33.4 -1.6 0.3 -7.0 -7.7 15.6 18.9 18.9 18.9 18.0 15.1 28.9 6.2 10.4 -3.2 0.4 15.8 7.2 12.6 28.7 13.6 4.1 6.3 -10.4 3.7 5.3 10.4 13.7 2.6 -4.1 15.6 0.4 27.9 26.9 23.1 10.1 3.6 -1.8 6.7 40.6 26.7 4.1 3.5 2.5 4.4 6.8 8.6 -0.2 19.9 7.5 36.1 42.5 14.9
99.4 59.6 20.0 37.1 129.8 88.5 67.0 17.9 29.6 41.9 34.4 140.6 134.0 42.3 49.8 56.5 66.7 87.8 15.8 47.6 11.1 80.8 63.1 68.8 72.5 66.1 53.9 21.9 20.4 6.5 56.5 53.2 73.9 78.2 13.6 94.1 95.6 8.2 94.7 103.7 79.1 48.1 17.5 9.9 28.7 60.7 87.7 25.5 20.9 13.6 22.6 27.7 6.2 8.3 94.5 112.8 100.1 29.8 128.7
1.12 28.0 83.7 0.00 5.9 26.1 0.00 5.5 17.7 0.25
7.9 115.1
0.07 11.9 122.3 0.04 0.26 1.30 1.21 0.12 0.50 0.09 0.43 0.01 0.91 0.54 0.01
9.7 -7.4 15.9 29.2 0.6 15.8 42.5 10.7 -10.2 14.0 28.1 7.1
38.1 35.4 142.3 89.2 82.0 96.9 30.4 75.3 7.3 79.5 96.0 28.6
January 3, 2022
BARRON’S
51
Mutual Funds Net YTD 3-Yr. NAV Chg. % Ret. % Ret. Sel40Y n CoreBdY n Ivy Funds: AssetStrA p AssetStr I r BalancedA p CoreEqA t EmgMktEqFdI GlGrFundClA p HiIncA p HiIncI r IntlCorEqI r LgCpGwthA p LgCpGwthl r MidCapI MdCpGwthA p MuniHighIncA t ScTechA p ScTechI r SmCapGrA t SmCapGrI r
5.82 0.11 37.7 15.0 6.75 0.01 -1.2 19.0 24.42 24.86 27.20 19.28 26.85 59.62 7.04 7.04 20.82 34.46 37.20 42.42 37.77 5.15 71.65 86.51 15.73 25.49
0.18 0.18 0.15 0.14 0.18 0.49 0.03 0.03 0.14 0.33 0.36 0.21 0.18 0.00 0.21 0.26 0.13 0.21
13.8 14.1 16.4 29.1 -4.7 17.6 6.8 7.1 14.1 30.9 31.3 17.2 16.8 4.8 16.0 16.3 4.2 4.5
57.9 59.2 63.4 107.6 60.7 79.4 25.4 26.2 46.5 135.6 137.9 144.4 141.6 15.4 140.0 141.3 80.7 82.7
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
J Janus Henderson: Balanced C 45.32 45.89 Balanced S Balanced T n 45.98 Contrarian T n 29.48 Enterprise Inst 100.54 Enterprise T n 156.42 Forty A p 54.12 Forty S 51.05 GlbEqIncA 6.94 GlbResch T nr 102.71 GblResh Inst 71.43 GlbSel T n 17.86 GlLifeSci T nr 69.19 GlTech T nr 54.33 Grw&Inc T n 78.73 MdCpVal T n 16.69 Resh T n 68.43 Venture T n 96.10 Jensen I : 67.53 Jensen I JensenQualGrJ n: JensenQualGrJ n 67.61 John Hancock: 500Index1 52.57 BondI 16.13 BondR6 16.16 CapApprNAV 17.38 ClassicVal I 40.03 DispVal I 23.46 DispValMdCpR6 27.61 DispValR6 23.51 IntlGrwI 34.83 MdCpIdxI 24.87 Science&TechI 36.87 TotalStkMktIdxI 30.97 VolGrw1 13.29 John Hancock Class 1: BlueChipGrw 56.52 CapAppr 17.25 LSAggr 16.90 LSBalncd 15.44 LSConserv 13.27 LSGwth 16.35 LSModer 13.95 RetCho2015 11.32 RetCho2025 12.12 RetCho2030 13.61 RetCho2035 14.76 RetCho2040R4 15.42 RetCho2045 15.86 RetCho2050R4 14.21 RetLiv2025 11.08 RetLiv2030 11.82 RetLiv2035 12.47 RetLiv2040 12.90 RetLiv2045 12.80 John Hancock Funds A: 27.15 BalA BondA p 16.13 DispVal 24.46 DispValMdCp 26.35 FunLgCpCorA p 71.69 InvGrBdA 10.77 IntlGrw 34.73 LifeAggr 17.01 LifeBal 15.58 LifeConsv 13.31 LifeGrw 16.45 LifeMod 14.05 StrIncA p 6.57 69.17 USGlobLdrs John Hancock Instl: BalancedI 27.11 DispValMCI 27.63 FunLgCpCorI 75.65
0.29 0.30 0.30 0.26 1.44 2.27 0.17 0.15 0.07 0.65 0.46 0.16 0.07 0.20 1.13 0.29 0.35 0.22
16.3 16.9 17.2 21.1 16.9 17.3 23.4 23.2 12.5 18.1 18.3 15.8 7.2 18.5 28.9 19.4 21.1 7.8
61.0 63.6 64.8 123.9 91.3 92.4 136.4 135.3 38.4 84.1 84.8 72.2 76.0 161.0 82.0 54.4 119.6 87.1
0.97 30.5 102.1 0.97 30.2 100.7 0.59 0.01 0.01 0.03 0.44 0.30 0.44 0.30 0.36 0.39 0.04 0.29 -0.17
28.6 -0.3 -0.2 16.8 28.4 30.2 26.8 30.4 9.9 24.1 9.4 24.8 12.9
100.8 20.3 20.7 145.6 58.0 63.7 76.8 64.3 73.1 78.3 139.1 98.2 33.6
0.25 0.03 -1.71 -1.40 -0.55 -1.61 -0.97 -0.70 -1.17 -1.27 -1.27 -1.19 -1.20 -1.07 -1.10 -1.04 -1.15 -1.11 -1.06
18.0 16.7 16.8 11.6 3.5 14.4 7.8 2.8 5.2 8.8 12.1 14.1 15.1 15.4 11.4 12.9 14.4 15.4 16.0
107.3 145.1 76.0 53.9 27.6 65.5 40.4 21.3 33.9 46.0 55.8 61.5 64.7 65.7 55.5 62.5 68.4 73.4 75.5
0.21 0.01 0.32 0.43 0.37 0.00 0.35 -1.65 -1.38 -0.54 -1.55 -0.95 0.01 0.70
14.6 -0.6 29.9 26.4 29.5 -1.4 9.5 16.5 11.1 3.2 14.0 7.5 -0.3 20.0
62.0 19.3 62.6 74.9 112.1 16.0 71.5 74.1 52.2 26.4 63.7 38.8 18.2 118.1
0.21 14.9 63.5 0.45 26.7 76.2 0.39 29.8 113.8
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. IncomeI 6.56 StratIncmOppI 11.14 USGlbLdrsGrwI 77.33 JPMorgan A Class: CoreBond 11.82 CorePlusBd p 8.42 EmMktEq t 36.95 EqInc p 23.39 EqIndx p 71.58 GroInc p 67.37 GwthAdv p 31.90 Inv Bal p 17.29 InvCon p 13.92 InvG&I p 20.55 InvGrwt p 26.07 LgCpGwth p 60.69 MdCpGrw p 42.46 MdCpVal p 40.28 ShrtDurBd p 11.00 Sm Cap p 54.67 SmCapGrw p 20.79 SR2020 p 17.34 SR2030 p 20.63 SR2040A p 23.42 22.04 USEquity ValAdv t 39.64 JPMorgan C Class: 16.94 InvBal p InvConsvGr t 13.84 JPMorgan Funds: Fl EmMktEq L 38.16 MdCpVal L 41.58 USEquity L 22.19 JPMorgan I Class: CoreBond 11.81 CorePlusBd 8.42 EmMktEq I 37.86 EqInc 23.84 EqIndx 71.67 GrAdv r 33.64 GvBd 10.87 HighYld 7.25 IntlEq 20.86 IntmdTFBd 11.07 InvConGw 14.02 InvGrwth 26.80 LgCapVal 18.94 LgCpGwth 62.26 MdCpGrw 52.51 MdCpVal 40.90 MidCapEq 61.57 MtgBckd 11.33 ShtDurBnd 11.02 SmCap 66.99 SmCapGrw 24.25 TxAwEq 45.41 USEquity 22.14 USLgCpCorPls 24.17 USRechEnhEq 36.77 ValAdv 39.87 JPMorgan Inst Class: 39.90 ValAdv L JPMorgan R Class: 11.83 CoreBond CorePlusBd 8.43 HighYld r 7.26 LimDurBd 10.09 MtgBckd 11.33 ShtDurBnd 11.02 SmCpEqR5 67.23 SmCpVal 30.56 USEqR5 22.19 USRechEnhEq 36.71 JPMorgan R5 Class: SR2020 R5 17.46 SR2030 R5 20.79 23.62 SR2040 R5 JPMorgan Select Cls: 25.40 SmCpGrL
0.01 0.0 19.3 0.01 0.9 21.6 0.79 20.3 119.8 -0.02 -0.02 0.21 0.30 0.80 0.86 0.16 0.09 0.05 0.13 0.21 0.19 0.18 0.77 -0.01 0.76 -0.06 0.08 0.14 0.19 0.18 0.62
-1.4 -0.5 -10.4 25.0 28.5 26.9 22.5 10.7 6.3 14.1 18.1 18.8 10.8 29.4 -0.1 15.5 -5.7 5.8 10.5 15.5 28.5 28.3
15.2 16.2 59.2 64.3 100.0 70.7 157.7 48.1 33.0 61.8 77.9 159.4 130.6 64.2 8.3 76.5 108.3 34.9 50.0 64.9 115.1 60.8
0.09 10.2 45.7 0.05 5.8 31.0 0.22 -10.0 60.9 0.80 30.0 66.6 0.19 29.1 117.8 -0.02 -0.02 0.22 0.30 0.80 0.17 -0.02 -0.03 0.12 -0.02 0.05 0.20 0.17 0.19 0.22 0.78 0.78 -0.02 0.00 0.94 -0.07 0.39 0.19 0.20 0.39 0.63
-1.1 -0.2 -10.1 25.3 28.8 22.7 -2.1 6.8 11.5 1.0 6.6 18.3 23.9 19.1 11.2 29.7 20.2 -0.4 0.1 15.8 -5.4 28.4 28.9 29.5 30.9 28.6
16.0 17.2 60.4 65.5 101.5 159.6 11.8 25.0 61.3 12.7 34.1 79.1 75.5 161.2 132.7 65.5 97.7 12.2 9.2 77.9 109.8 112.2 117.0 114.1 109.4 62.0
0.63 28.8 62.7 -0.02 -0.02 -0.02 -0.01 -0.02 0.00 0.94 0.28 0.18 0.39
-1.0 0.0 7.1 0.1 -0.2 0.2 16.0 32.9 29.0 31.0
16.6 17.6 25.5 6.8 12.9 9.5 78.9 69.5 117.8 110.0
0.08 6.1 36.1 0.14 10.8 51.3 0.19 15.8 66.4 -0.07 -5.3 110.9
L Laudus Funds: USLgCpGr nr 31.04 Lazard Instl: EmgMktEq 18.11 GlbLstInfr 16.51 IntlEq 17.96 IntStrtEq r 16.33 USEQ Concen Inst 19.69 Legg Mason I: 68.97 IntlGrTrI OpporTrI 42.24 Longleaf Partners: 17.09 Intl n Partners n 24.92 Sm-Cap n 26.34 Loomis Sayles Fds: 13.63 LSBondI 13.55 LSBondR pn
0.21 21.2 124.2 0.01 5.3 24.7 0.18 19.9 39.9 0.10 5.9 40.4 0.11 5.7 42.7 0.25 26.0 82.4 0.43 3.9 71.4 0.08 -2.3 82.4 0.18 -1.0 18.0 0.06 24.1 57.9 -0.11 11.4 39.3 0.03 0.03
3.3 17.8 3.0 16.9
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. LSCorBndA p LSStrIncA p SmCpGI Lord Abbett A: Affiltd p BdDeb p CalibrDivGr CoreFxdInc p DevGt p FloatRt p FundlEq p GrOppty p HiYldA t HYMuniBd p IncomeA p IntrTxFr MidCapStk MultiAstBalOppty MultiAstInc ShDurTxFr ShtDurIncmA p TaxFr p TotRet p ValOpps p Lord Abbett C: BdDeb ShtDurIncmC t Lord Abbett F: BdDeb DevGt p FloatRt p HiYld p HYMuniBd Income IntrTxFr NatlTxF p ShtDurIncm ShtDurTxF p TotRet Lord Abbett I: BdDebentr DevlpGro FloatRt HiYld ShtDurInc p LSVValEq : LSVValEq
13.44 0.01 -1.7 18.1 14.19 0.03 3.9 16.6 32.04 -6.20 10.1 89.1 18.53 8.37 20.71 11.04 26.58 8.40 13.81 26.04 7.50 12.99 2.93 11.35 34.25 12.14 17.07 15.81 4.16 12.13 10.45 21.44
0.17 0.02 0.23 0.00 0.20 0.00 0.16 0.13 0.02 0.01 0.00 0.00 0.48 0.04 0.03 0.00 0.00 0.00 0.00 0.38
26.5 3.2 25.5 -1.0 -2.4 5.1 28.8 6.9 6.1 6.4 1.3 2.1 28.5 10.3 7.3 0.3 1.1 3.5 -0.1 26.8
57.7 26.3 85.2 15.4 125.3 11.1 63.8 107.1 27.8 22.8 23.5 14.4 64.0 59.1 42.1 6.5 9.8 18.7 16.4 81.6
8.39 0.01 4.18 0.00
2.6 23.9 0.2 7.4
8.36 28.74 8.40 7.49 13.00 2.93 11.35 12.13 4.15 15.82 10.45
0.02 0.21 0.01 0.02 0.01 0.00 0.00 0.01 0.00 0.00 0.00
3.5 -2.3 5.3 6.2 6.5 1.4 2.2 3.6 1.0 0.4 0.1
26.7 126.2 11.5 28.2 23.1 23.9 14.9 19.0 9.8 6.9 16.8
8.32 34.88 8.41 7.53 4.15
0.01 0.26 0.01 0.02 0.00
3.4 -2.2 5.4 6.3 1.1
27.0 126.9 11.8 28.5 10.2
29.70
NA
NA
NA
M MainStay Fds A: ConvtA 20.50 HiYldBdA 5.62 20.83 IncBldr LgCpGrA p 11.76 TxFrBdA 10.66 MainStay Fds I: 20.75 EpochGlb r MacKaySTMuni 9.69 S&P500IdxA 59.38 TRBd 10.80 Mairs&Power: MairsPwrBal n 116.91 MairsPwrGr n 162.85 Marsico Funds: 27.66 Focus pn Mass Mutual: SelBluChipGroClI 29.13 MassMutual Premier: CoreBdI 10.88 MassMutual Select: BlackRockGlAllCi 12.02 BlChpGrR5 29.01 IdxEqI 21.00 MCGrEqIII 26.38 MCpGrEqIIS 25.92 PIMCITRetI 10.01 Matthews Asian Funds: AsiaDivInv nr 18.93 AsiaGroInv nr 31.94 Asian G&I Inv nr 16.09 ChinaInv n 20.66 DLStrIncmR 20.60 IndiaInv nr 27.96 PacTigerInv nr 27.58 MergerFundThe pn: MergerFundThe pn 17.33 Meridian Funds: 47.98 Growth n Value n 45.84 Metropolitan West: 10.65 HiYldBdI IntmBdI 10.62 LowDurBdI 8.83 10.90 TotRetBd n TotRetBdI 10.90 TRBdPlan 10.22 UnconstrBdI 11.70 MFS Funds: 33.36 IIE
0.01 10.0 82.4 0.02 5.1 24.0 0.16 9.9 39.4 0.05 25.3 131.3 0.00 2.0 16.6 0.26 0.00 0.66 0.02
17.2 0.4 28.4 -0.5
40.5 5.6 99.6 19.6
1.10 18.3 58.4 1.83 29.5 96.2 0.15 20.8 141.8 0.15 18.5 109.1 0.01
0.6 20.0
0.06 0.14 0.24 0.28 0.27 0.00
7.4 18.4 29.0 15.2 15.1 -1.2
51.9 108.4 102.3 94.5 93.8 18.1
0.00 0.12 0.07 -0.11 -0.11 0.39 0.19
-2.9 -14.8 0.2 -11.9 -11.8 17.2 -4.3
42.4 57.9 36.8 71.5 72.3 35.8 37.3
NA
NA
NA
0.46 15.6 86.9 0.60 26.1 94.1 0.01 0.00 0.00 -0.01 0.00 0.00 0.00
3.6 -1.2 0.1 -1.4 -1.2 -1.2 1.0
30.5 13.8 8.2 17.1 17.8 18.1 12.8
0.27 14.9 64.7
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. MFS Funds Class A: AgGrAIA 31.22 CoEqyA 47.67 GlEqA 58.67 GlTotA 18.43 GrowthA 181.16 GvScA 10.05 IntlVA 52.93 IntNwDA 36.57 LtdMA 6.02 30.93 MCapA MCapValA 31.40 MIGA 42.68 MITA 41.73 MuHiA 8.68 MuInA 9.19 MuLtdA 8.36 29.49 NewDA ReInA 24.40 ResBdA 11.12 RschA 60.59 TechA 66.18 TotRA 21.50 UtilA 24.42 ValueA 54.29 MFS Funds Class C: 136.87 GrowthC MFS Funds Class I: BondI 14.69 GrowthI 195.57 IntNwDI 37.80 MCapI 33.21 MCapValI 32.29 MIGI 44.35 MITI 40.15 ResBdI 11.12 RschI 62.44 TotRI 21.50 ValueI 54.62 Miller Convertible B: MillerConvBndFd 14.23 Mondrian: 15.14 IntlValEq n Morgan Stanley Fds A: 66.48 InsightA p Morgan Stanley Fds I: FxInOpp I 5.69 77.16 Insight I Morgan Stanley Inst: CapGrI 75.17 CapGrP p 68.69 CorPlusFxdIncI 11.39 Discovery I 28.61 DiscoveryA p p 19.51 GloFranI t 37.01 InceptionP A p 13.34 InceptionPort I 19.96 IntlEqI 15.19 MorganStanleyPathway: CoreFxIcm n 8.21 LgCapEq n 25.67 Sm-MdCapEq nr 19.88 Munder Funds: MndrIntlSmCpInv r 16.81 Munder Funds Cl Y: MndrSCVClY p 40.21 Mutual Series: 17.99 BeacnZ n GlbDiscA 30.82 GlbDiscz n 31.60 QuestA t 14.24 QuestZ n 14.48 SharesZ n 27.13
-1.73 0.54 0.67 0.10 1.25 -0.01 0.27 0.36 0.00 0.38 0.55 0.48 0.59 0.00 0.00 0.00 0.09 0.19 0.00 0.77 0.21 0.18 0.46 0.79
18.9 25.4 17.0 8.1 24.0 -2.2 10.2 4.5 -0.3 13.8 30.1 26.3 27.0 5.3 3.0 0.7 1.6 11.4 -1.1 25.0 14.1 13.9 13.6 24.9
79.1 99.0 74.8 40.4 125.8 10.6 66.8 41.1 9.0 113.7 78.2 118.0 92.9 19.3 15.9 9.5 109.2 60.9 18.4 95.7 128.0 51.0 51.7 69.4
0.93 23.1 120.8 0.03 1.35 0.36 0.41 0.57 0.50 0.57 0.00 0.78 0.18 0.80 0.06 NA
-1.3 24.3 4.8 14.1 30.5 26.6 27.3 -0.9 25.3 14.2 25.3
26.3 127.5 42.2 115.4 79.6 119.6 94.3 18.9 97.1 52.3 70.6
4.3 42.2 NA
NA
-0.92 -5.7 174.2 0.00 0.0 15.7 -1.07 -5.5 176.5 -0.98 -0.90 0.00 -0.38 -0.26 0.49 -0.18 -0.27 0.08
1.6 1.4 -0.5 -10.7 -11.0 22.0 -2.7 -2.4 4.0
172.9 170.8 19.0 208.2 205.8 79.8 236.4 239.4 40.0
-0.01 -1.9 17.3 0.26 24.0 91.6 0.18 16.8 83.2 0.19 12.2 66.8 0.51 33.4 67.5 0.20 0.29 0.30 0.10 0.10 0.30
16.9 19.4 19.7 11.4 11.7 19.5
53.1 42.7 43.8 22.5 23.4 41.7
N Nationwide Fds R6: IntIdxR6 9.06 Nationwide Fds Serv: IDAggr p 10.55 IDModAggr p 10.68 Natixis Funds: InvGradeBdA p 11.22 InvGradeBdY 11.23 LSGrowthY 26.36 USEqOppsA 43.31 Neuberger Berman Fds: 22.05 EmgMktInst EqIncInst 14.53 GenesInst 74.63 HiIncBdInst 8.72 IntrinsicValInst 23.07 LCVal Inst 44.22 LgShInst 17.91 MidCapGroR6 19.26 NeubCrBdInst 10.56 REInst 19.15 StrIncInst 11.11 SustainableEqIns 47.09
0.05 10.9 46.4 0.10 17.3 68.3 0.09 14.9 61.3 0.02 -1.6 19.3 0.02 0.3 22.3 0.14 19.3 108.6 0.21 23.7 99.4 -0.01 0.24 1.02 0.02 0.22 0.43 0.06 0.16 0.00 0.62 0.01 0.72
-4.0 21.4 18.2 4.5 26.1 28.2 9.1 13.2 -1.2 41.6 2.9 23.8
29.9 52.8 93.5 26.9 101.4 83.9 47.8 115.0 18.6 85.3 22.7 87.9
Data provided by
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. Neuberger Berman Inv: Focus n 29.92 Genes n 74.59 Guard n 27.08 IntlEqInst r 15.08 LCVal n 44.28 MdCpGrInv n 19.23 Neuberger Berman Tr: Genes n 74.45 GenesisFdR6 74.62 New Covenant Funds: 61.82 Growth n Nicholas Group: Nch II I 34.94 NchLt I 33.82 Nich n 86.64 Northern Funds: ActMIntlEq nr 12.60 BdIdx n 10.71 EmMktsEqIdx nr 13.10 FixIn n 10.55 GlbREIdx nr 12.07 HiYFxInc n 6.77 HiYMuni n 9.12 14.46 IntlEqIdx nr IntTxExpt n 10.81 MidCpIdx n 23.54 ShIntTaxFr n 10.30 SmCapIdx n 15.60 SmCpVal n 21.28 StkIdx n 52.35 TxExpt n 10.99 Nuveen Cl A: AAMunBd p 12.29 CAMunBd p 11.62 HiYldMuBd p 18.48 IntDMunBd p 9.62 LtdMnBd p 11.37 Nuveen Cl I: HYMunBd 18.48 Nuveen Cl R: CAMunBd 11.63 IntDMunBd 9.65 LmtTrmR 11.33 NYMunBd 11.34 Nuveen Fds: RealEst 22.77
0.21 1.02 0.22 0.14 0.42 0.15
20.6 18.0 28.1 13.6 28.0 12.9
93.8 92.6 137.3 66.3 83.0 113.1
1.02 17.9 92.1 1.03 18.3 94.1 0.49 25.8 98.5 -2.81 21.7 91.9 -5.07 19.0 88.1 -3.70 26.8 103.1 0.09 -0.01 0.05 0.00 0.28 0.02 0.00 0.07 0.00 0.37 0.00 0.06 0.27 0.58 0.00
14.2 -1.9 -3.6 -0.4 22.5 5.4 5.1 10.9 0.6 24.5 -0.1 14.9 26.2 28.9 1.3
57.5 14.7 34.1 19.3 38.5 29.8 19.4 46.4 12.2 79.8 7.5 73.4 51.6 102.0 14.6
0.00 3.8 0.00 1.4 0.01 9.7 0.00 1.8 0.00 1.1
19.1 15.1 26.4 13.4 9.6
0.01
9.9 27.1
0.00 -0.01 0.00 0.00
1.6 1.9 1.3 3.2
15.7 14.1 10.3 15.6
0.57 40.9 66.8
O Oak Associates Funds: RedOakTec n 42.67 Oakmark Funds Invest: EqtyInc nr 34.28 GlbSel nr 22.76 Global n 34.68 IntlSmCp nr 19.78 Oakmark n 119.49 OakmrkInt n 28.00 Select n 64.45 Oberweis Funds: IntlOppInst 17.35 Old Westbury Fds: AlCpCore n 26.21 FixInc pn 11.16 LrgCpStr n 18.85 MuniBd pn 12.22 OWstbryNYMuBndFdn 10.41 Sm&MdCapStrategi n 18.07 Optimum Funds Inst: Fixed Inc 9.61 13.73 Intl Eqty LgCpGrwth 25.66 LgCpVal 21.10 SmCpGrwth 16.49 SmCpVal 16.33 Osterweis Strat Income: OsterweisStrInc n 11.50
-4.16 25.7 114.8 0.26 0.11 0.18 0.22 0.92 0.15 0.47
21.6 19.3 18.7 19.0 34.6 8.7 34.5
58.3 75.6 68.3 65.6 94.4 42.3 92.3
NA
NA
NA
0.26 0.00 0.15 0.00 0.00 0.13
26.1 -2.0 17.4 -0.6 -0.3 5.6
107.9 10.5 70.7 8.9 8.5 61.9
0.01 0.11 0.15 0.30 0.11 0.29
-1.8 8.3 18.5 27.1 12.5 28.8
16.8 45.0 110.4 68.3 125.9 63.9
0.02
5.5 21.2
PQ PACE Funds Cl P: IntlEqty P LgGrEqty P LgVEqty P StraFxd P Pacific Life Funds: PortOptModAggClA p PortOptModClA r Palmer Square: Income Plus Parnassus Fds: ParnEqFd n Parnsus n Pax World Fds: SustAll Inv n Paydenfunds: HiInc n LowDur n
17.76 26.49 21.97 13.87
0.10 0.12 0.31 0.00
12.4 21.1 26.0 -0.8
49.3 124.8 52.6 20.0
15.90 14.73
NA NA
NA NA
NA NA
10.03 0.01
1.2 10.4
63.53 0.66 27.8 104.1 64.65 0.42 9.9 85.1 28.98 -0.97 15.3 62.9 6.87 -0.01 6.2 33.3 10.05 0.00 -0.1 7.7
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. LtdMat n Pear Tree: ForeignVal I r PearValR6 PearValSCapInst Perm Port Funds: Permanent n PGIM Funds Cl A: Balanced HighYield JennBlend JennGrowth JennHealthSci JennMidCapGrowth JennSmallCompany p JennUtility NationalMuni ShrtTermCorpBond TotalReturnBond p PGIM Funds Cl C: TotalReturnBond PGIM Funds Cl Z: GlobalRealEstate HighYield JennGrowth JennHealthSci JennMidCapGrowth TotalReturnBond PIMCO Fds Admin: TotRtAd p PIMCO Fds Instl: AllAsset AllAssetAuth r CommodtyRR DivInc EmMktsBd EmrgMktCur&STInv ExtdDur GlblBdOppUSH HiYld HiYldMuniBd IntlBdUnhedged r IntlBdUSH InvGrdCrBd LgTmRlRt LgTrmCrdtBd LngDurTotRtrn LowDur LowDurInc r ModDur MortgOppBd MuniBd RAEFndmtlAdvPLUS RAEPLUS r RealRtnI RERRStg ShortT ShtAssetInv StcksPLUSIntlHdg r StcksPLUSSmall StkPlsLgDur StksPLS StPlTRInst r TotRetESG TotRt TRII TrndsMgdFutStrgy PIMCO Funds: StcksPLUSIntlHdg TotRet PIMCO Funds A: AllAsset HiYld HiYldMuniBd IncomeFd IntlBdUSH InvstGrCrBd LowDurA LowDurInc MuniBdA RealRtnA ShtTmA StksPLSTR TotRetA PIMCO Funds C: IncomeFd PIMCO Funds I2: All Asset CommdtyRR ComPLUSStrtgyFd EmgMkBd HiYldMuniBd Income IntlBdUSH InvstGrCrBd LowDurInc LwDur MuniBd RealRtn ShtTm
9.50 0.00
0.3
5.5
23.90 0.20 8.6 33.0 12.09 0.11 8.7 33.5 16.75 0.29 15.3 49.4 49.78 0.27 10.6 54.0 17.59 5.49 24.57 59.95 38.87 23.61 29.98 15.97 15.18 11.14 14.51
0.11 -0.05 0.20 0.09 0.05 0.23 0.46 0.27 0.00 0.01 0.00
14.5 4.9 21.5 16.5 6.8 11.7 28.9 14.4 1.1 -0.6 -1.7
49.7 28.3 99.7 143.2 81.5 119.9 112.2 52.6 13.1 11.4 17.6
14.49 -0.01 -2.4 15.1 24.58 5.50 67.42 47.37 29.75 14.46
0.68 -0.05 0.10 0.07 0.30 0.00
27.7 5.2 16.8 7.0 12.1 -1.3
52.9 29.2 145.4 83.1 122.1 18.6
10.27 -0.02 -1.3 15.9 13.12 8.70 6.40 11.05 10.22 7.83 6.46 10.40 9.03 9.80 9.56 10.75 10.68 7.26 12.45 10.22 9.80 8.62 10.35 10.81 10.50 8.25 7.02 12.32 9.23 9.77 9.96 9.01 10.63 7.98 13.07 12.03 9.29 10.27 9.60 11.60
NA NA NA -0.01 0.01 -0.02 -0.03 0.01 0.01 -0.03 -0.12 -0.02 -0.01 NA 0.01 -0.03 0.00 -0.01 0.00 -0.04 0.00 NA NA 0.07 -0.18 0.00 0.00 0.02 -0.29 -0.23 0.07 0.06 0.00 -0.02 -0.01 0.01
NA NA NA 0.2 -2.1 -2.9 -5.5 -0.5 4.0 5.5 -8.2 -1.6 -1.3 NA -1.2 -1.7 -0.7 2.1 -1.3 1.7 2.5 NA NA 5.5 53.5 0.0 -0.1 18.7 14.2 25.9 28.4 28.2 -1.1 -1.1 -1.6 15.6
NA NA NA 20.4 19.9 5.6 40.3 14.2 26.1 23.7 10.8 12.3 21.9 NA 39.7 37.8 7.3 14.3 13.8 12.7 17.7 NA NA 28.4 92.5 5.5 3.8 57.0 74.8 163.8 103.5 104.6 17.5 16.7 16.0 29.4
8.89 0.02 18.6 56.5 10.27 -0.02 -1.7 14.7 13.11 9.03 9.80 11.94 10.75 10.68 9.80 8.62 10.50 12.32 9.77 11.66 10.27
NA 0.01 -0.03 0.02 -0.02 -0.01 0.00 -0.01 0.00 0.07 0.00 0.06 -0.02
11.94 0.02 13.15 6.36 7.84 10.22 9.80 11.94 10.75 10.68 8.62 9.80 10.50 12.32 9.77
NA NA 0.14 0.01 -0.03 0.02 -0.02 -0.01 -0.01 0.00 0.00 0.07 0.00
NA 3.6 5.2 2.2 -2.0 -1.7 -1.0 1.7 2.2 5.1 -0.2 27.7 -1.4
NA 24.8 22.6 16.2 10.9 20.5 6.4 12.9 16.6 26.9 4.7 102.1 15.6
1.4 13.5 NA NA 45.1 -2.2 5.4 2.5 -1.7 -1.4 2.0 -0.8 2.4 5.4 -0.1
NA NA 57.8 19.6 23.4 17.2 11.9 21.6 13.9 7.0 17.3 28.0 5.2
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. TotRt 10.27 PIMCO Funds Instl: ComPLUSStrtgyFd 7.93 10.63 DynamicBd GNMAGvtSec 11.16 11.94 IncomeFd InflRespMulAsset 9.37 Pioneer Funds A: AMTFreeMuniA p p 15.63 BondA 9.70 23.42 CoreEqA DiscGrA 17.31 EqIncA 40.84 HighIncMuniA 7.54 26.26 MdCapVa 37.86 PioFdA SelMCGrA 52.99 StratIncA p p 10.76 Pioneer Funds Y: AMTFreeMuniY 15.57 BondY 9.60 38.61 PionFdY SelMCGrY 59.96 StratIncY p p 10.76 Price Funds: 19.52 2050RetFd n 28.23 Balnanced n 11.35 BdEnhIdx nr 179.38 BlChip n CA Bond n 11.90 Communica&Tech n 184.19 DivGro n 74.05 47.52 DvsfMCGr n EmgMktB n 10.80 45.39 EmMktS n 36.01 EqInc n 125.63 EqIndex n Europe n 26.98 35.94 FinSvcs n 43.44 GlbGr n GlbStk n 63.66 GlbTech n 23.48 GMS-fd n 11.56 GNMA n 9.19 107.13 Growth n HelSci n 104.63 HiYield n 6.64 43.34 InstEmMEq InstFLRfd r 9.75 InstHiYld 8.83 LgCapGow I 74.09 InstLCCoreGr 71.08 LgCpVal 27.79 32.88 InstSmCap 83.95 IntDis n 16.32 IntEqIdx nr 19.86 IntlStk n 13.15 IP Bond n 17.03 Japan n 33.57 MCapVal n 74.05 MCEqGr 11.18 MD Bond n 117.53 MidCap n 21.09 N Asia n N Inc n 9.61 68.55 NAmer n New Era n 39.94 77.21 NHoriz n OverS SF nr 13.26 QMUSSmCpGrEq n 46.35 SpectConsAllo n 21.37 SpectModerAllo n 26.79 SpectModerGwAllo n 42.58 13.71 R2005 n 17.55 R2010 n 14.72 R2015 n 22.23 R2020 n 19.53 R2025 n 29.51 R2030 n 22.86 R2035 n 32.81 R2040 n 20.13 RealEst n 19.40 Ret2025A p 23.05 Ret2045 n 22.51 Ret2045R 20.20 Ret2055 n 20.01 Ret2055 15.17 RetBal Inc n 43.80 SciTec n Sht-Bd n 4.78 61.69 SmCap n 69.82 SmCapStk n 27.47 SpecGr n 12.83 SpecInc n 16.10 SpecIntl n 12.53 SuMuInc n 12.32 SuMuInt n 61.21 TaxEfEqty nr TF Incom n 12.67 10.48 TF Incom n
-0.02 -1.2 16.4 0.14 -0.01 -0.03 0.02 NA
45.5 0.3 -0.7 2.6 NA
58.5 11.0 12.1 17.5 NA
0.02 0.00 0.11 0.22 0.45 0.01 0.31 0.36 0.29 0.01
1.4 0.3 25.7 25.2 25.4 6.4 29.1 28.0 8.4 2.1
18.7 18.7 101.4 130.2 58.2 17.8 69.8 109.5 102.5 21.1
0.02 1.7 19.5 0.00 0.6 20.0 0.32 28.4 111.3 0.33 8.6 103.8 0.02 2.5 22.3 0.17 0.16 -0.01 0.91 0.00 0.61 1.18 0.38 0.01 0.23 0.42 1.40 0.34 0.26 0.33 0.24 -0.11 0.03 -0.01 0.71 0.31 0.02 0.21 0.00 0.03 0.66 0.36 0.31 0.36 1.06 0.09 0.10 0.12 -0.07 0.44 0.95 0.00 1.47 0.10 -0.01 0.65 0.42 0.23 0.08 0.40 0.08 0.14 0.28 0.07 0.09 0.08 0.13 0.12 0.20 0.17 0.27 0.56 0.12 0.20 0.19 0.17 0.17 0.07 0.19 0.00 0.67 0.77 0.28 0.02 0.10 0.00 0.00 0.45 0.00 0.00
17.5 13.5 -1.5 18.7 2.7 10.6 26.0 14.1 -2.6 -10.2 25.7 28.8 14.5 37.7 11.5 10.3 10.9 0.5 -2.2 20.9 13.9 5.1 -10.4 4.6 5.4 24.1 18.9 25.9 16.9 7.2 10.8 1.4 5.6 -10.9 24.3 15.7 3.1 15.2 -4.0 -0.7 21.3 24.9 10.3 12.2 11.3 7.2 10.7 14.3 8.1 8.8 9.7 10.6 11.9 13.7 15.2 16.5 46.9 11.7 17.4 16.8 17.5 17.2 8.6 6.5 -0.2 25.3 17.3 20.8 2.6 4.8 3.2 1.5 22.8 6.1 2.8
76.0 57.8 15.8 109.7 15.0 128.6 89.7 109.6 13.5 34.0 62.5 101.5 64.7 89.6 111.7 127.7 163.1 20.2 7.3 118.7 94.3 26.8 34.1 16.7 27.3 124.6 110.3 65.6 97.8 86.7 47.0 49.3 27.6 52.0 64.1 93.1 14.6 90.4 58.5 14.9 139.5 43.1 142.3 51.2 85.2 38.3 52.0 65.4 38.9 42.0 45.5 50.1 56.1 62.2 67.8 72.7 60.0 54.9 75.8 73.1 75.8 74.4 40.1 126.8 8.8 78.7 98.0 82.9 21.7 50.0 16.3 12.9 128.3 19.6 15.7
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. TFSI n 5.69 TotIndex n 51.94 U.S.EqResch n 45.36 USLrgCpCore n 35.91 USTInter n 5.96 12.50 VABond n Value n 47.82 Price Funds - Adv Cl: 175.23 BlChip p CapAppA p 36.55 Growth p 103.99 R2020A p 22.01 R2030A p 29.18 R2035 22.71 R2040A p 32.44 Ret2045-A p 22.85 Ret2050-A p 19.28 Price Funds - R Cl: 166.33 BlChipR p ExtIndex nr 36.32 GrowthR p 99.37 R2020R p 21.73 R2030R p 28.85 R2040R p 32.13 19.13 Ret2025-R p Ret2035-R 22.38 Ret2050-R 19.06 PRIMECAP Odyssey Fds: AggGrowth nr 52.98 Growth nr 44.31 Stock nr 40.17 Principal Investors: 64.46 CapApprA p ConBalA p 13.33 EqIncIA p 41.09 FlIncA p 13.05 HiYld IN 9.36 InfPro IN 9.28 LgCpStA p 24.33 LgIndxI 24.32 LgIndxJ tn 24.00 LT2020 In 14.80 LT2020J tn 14.68 LT2030In 16.57 LT2030J tn 16.48 LT2040I 18.35 LT2040J tn 18.12 LT2050I 19.22 MdGrIII Inst 14.24 MidCpBldA 40.36 PreSecI 10.33 PtrLGI In 22.36 PtrLV In 19.63 RealEstSecI 34.81 SAMBalA p 17.69 SAMGrA p 21.04 SmCpBldIN 30.28 StrGrw A p 23.44 ProFunds Inv Class: UltNASDAQ-100 n 102.21 Putnam Funds: GrOpp R6 63.21 Putnam Funds Class A: CATx p 8.15 ConvSec 26.57 DvrIn p 6.15 16.83 DynAABalA DynAAGthA 19.16 PutLargCap p 31.13 PutFocIntEq p 15.50 GeorgePutBal 23.73 GlbHlthCare p 63.54 GrOpp p 58.96 HiYld A p 5.95 Incm p 6.71 25.25 IntlEq p NYTx p 8.88 ShtDurBd 10.13 SmCapGr p 67.70 StDurInc 10.06 SustainLdrsFd p 124.13 TFHY 13.03 TxEx p 8.69 MtgSec p 11.44 Putnam Funds Class Y: 62.62 GrOpp Y Incm 6.84 PutLargCap 31.13 ShtDurBd 10.15 StDurInc 10.07
0.00 0.52 0.48 0.39 0.00 0.00 0.62
0.2 25.8 28.4 25.9 -3.0 2.4 30.0
7.3 98.6 105.4 90.0 11.9 14.9 82.9
0.88 0.31 0.69 0.12 0.20 0.17 0.26 0.20 0.17
18.4 18.4 20.6 10.2 13.4 14.9 16.2 17.1 17.2
108.0 74.4 116.9 48.9 61.1 66.5 71.4 74.4 74.6
0.83 0.11 0.66 0.12 0.20 0.26 0.12 0.17 0.17
18.1 12.7 20.3 10.0 13.1 15.9 11.4 14.6 17.0
106.4 90.1 115.2 47.8 59.9 70.1 53.8 65.3 73.4
0.08 9.9 76.6 0.28 19.1 74.1 0.45 25.2 76.6 0.53 0.07 0.38 0.06 -0.01 -0.31 0.27 0.28 0.27 0.09 0.09 0.12 0.12 0.16 0.16 0.19 0.13 0.53 -0.01 0.17 0.30 0.75 0.14 0.19 0.29 0.22
27.8 9.2 21.8 6.4 5.0 5.4 28.5 28.8 28.6 9.2 8.9 12.8 12.6 15.5 15.2 17.2 16.3 24.8 3.0 22.5 24.3 39.3 13.3 17.3 20.0 19.5
101.8 37.9 67.5 28.5 23.9 26.2 100.0 101.5 100.4 46.3 45.6 59.3 58.5 68.5 67.6 74.2 117.2 111.8 26.8 126.8 63.5 77.5 50.8 63.9 88.5 75.6
1.49 54.9 429.5 0.45 23.7 137.3 -0.15 0.06 0.01 0.10 0.14 0.48 0.02 0.14 0.70 0.42 0.01 0.00 0.12 -0.02 -0.01 0.51 0.00 1.29 -0.20 -0.17 -0.01
1.9 4.3 -6.8 13.4 16.8 26.8 9.6 14.1 19.6 23.3 4.9 -5.4 8.4 2.4 0.2 14.1 0.0 23.5 5.0 2.1 -4.2
16.1 88.9 4.4 50.5 62.5 75.6 54.3 64.4 82.8 134.8 26.4 12.8 52.7 14.6 8.3 135.2 4.2 117.8 19.9 15.4 7.2
0.46 -0.01 0.48 -0.01 0.00
23.6 136.6 -5.2 13.6 27.1 76.9 0.6 9.1 0.1 4.5
R RBB Fund: BPSmVal2Inst 30.48 0.38 25.6 64.6 RBC Funds: AccCpCommInvI 8.82 -0.01 -1.2 8.9 RiverNorth Funds: RNDLIncomeI 10.44 NA NA NA Royce Funds:
52
BARRON’S
January 3, 2022
Mutual Funds Net YTD 3-Yr. NAV Chg. % Ret. % Ret. Oppty I nr 16.72 PAMut I nr 9.63 PremierI nr 12.94 SpecEqI nr 19.08 TotRet I nr 8.75 RS Funds: 54.30 CoreEqVIP InvQBdVIP 12.54 Russell Funds S: EmerMkts 18.71 IntlDvMkt 42.61 InvGrdBd 21.66 StratBd 10.87 TaxExBd 23.95 TMUSMdSmCp 41.46 TxMngUSLgCp 70.88 USSmCpEq 29.99 Rydex Dynamic Fds: NasdaqStratH p 486.34 Rydex Investor Class: NasdaqInv n 75.84
0.22 0.14 0.16 0.28 0.14
30.5 21.8 16.1 22.4 25.4
112.4 77.0 75.4 48.8 61.5
0.84 23.4 62.2 0.01 -0.3 16.7 NA NA NA NA NA NA NA NA
NA NA NA NA NA NA NA NA
NA NA NA NA NA NA NA NA
6.97 55.4 435.9 0.55 26.8 157.7
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
S Schwab Funds: 103.82 1000 Inv nr Balanced n 20.21 CoreEq n 23.87 DivEqSel n 15.40 FunIntlLgInst nr 10.09 FunUSLgInst nr 22.96 HlthCare n 28.59 InflProSel n 12.49 IntI Sel nr 23.62 IntlMstr nr 24.98 MT AllEq n 24.41 MT Bal n 21.82 MT Gro n 28.36 S&P Sel n 73.13 SmCp Sel nr 35.97 SmCpEqSel nr 21.49 Trgt2030 nr 19.10 Trgt2040 nr 20.79 TSM Sel nr 82.51 TxFrBd n 12.06 USSmCoIdx nr 17.50 Segall Bryant & Hami: SmallCapVal Inst 14.82 SEI Portfolios: CoreFxIn F 11.40 EMktDbt F 9.69 HiYld F 7.01 IntlEmg F 12.84 IntlEq F 12.13 IntMuni F 12.15 LgCapGr F 50.65 LgCVal F 27.91 MgdVol F 17.30 S&P500 F 96.07 ShtGov F 10.37 TaxMgdLC F 37.02 TaxMgdSmMdCp F 27.09 Selected Funds: AmShD n 42.71 AmShS pn 42.60 Sequoia: SequoiaFd n 185.56 Sit Funds: MinnTxF n 10.76 SmeadFds: SmeadValueInstl 69.25 SoundShoreInv n: SoundShoreInv n 41.23 Sprott Funds Trust: GoldEq Inv p/r tn 47.86 SSgA Funds: 272.80 SP500 n State Street Institu: SmCapEq (ICL) 20.05 US Eq (ICL) 16.60 State Street V.I.S.: TR V.I.S. Cl 1 16.07 TR V.I.S. Cl 3 16.01 Sterling Capital Fds: 10.86 TotRetBdI Sunbridge: EmgMkt Inst 29.27
1.06 NA 0.31 0.19 0.02 0.30 0.41 0.11 0.13 0.28 NA NA NA 0.82 0.13 0.21 NA NA 0.81 -0.01 0.22
26.4 NA 27.9 28.1 14.1 31.6 23.7 6.0 11.1 5.7 NA NA NA 29.0 15.0 29.7 NA NA 26.0 0.8 30.7
102.3 NA 87.1 53.8 41.1 86.6 66.2 27.6 47.1 66.3 NA NA NA 102.5 74.8 66.1 NA NA 100.8 12.4 77.7
0.14 16.4 55.2 0.00 -0.09 0.02 -0.10 -0.09 0.00 0.41 0.30 0.17 0.81 0.00 0.47 0.34
-1.8 -6.0 9.9 -2.3 9.9 1.7 25.9 27.6 19.6 28.8 -1.1 28.5 23.4
17.3 11.9 31.1 37.5 50.4 14.1 126.7 53.7 46.4 101.2 5.8 86.6 67.3
0.26 18.8 76.1 0.26 18.4 74.4 1.31 25.9 101.9 0.00
2.6 13.5
0.98 43.0 86.2 -10.47 24.0 65.9 -0.16 -12.7 57.2 3.05 28.9 102.3 0.24 20.9 78.0 0.16 26.5 107.6 -2.70 13.5 40.6 -2.65 13.3 39.5 0.00 -1.3 18.0 -0.08 -7.5 42.5
T TCU ShtDur : TCU ShtDur TCW Funds: CoreFxInc n EmMktInc n SelEqtyI n TotRetBondI n TCW Funds N: TotRetBdN pn
9.75 0.00 -1.1 7.4 11.51 7.71 39.75 10.09
-0.02 -0.01 -4.89 -0.02
-1.4 -5.1 26.6 -1.1
16.9 15.6 141.8 15.2
10.40 -0.02 -1.4 14.3
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. The Bruce Fund: 669.55 5.40 BruceFund n Third Avenue: 50.55 0.46 ValueInst Thompson IM Fds,Inc: 10.92 0.01 Bond n Thornburg Fds: 24.38 0.09 IncBuildA t 24.35 0.10 IncBuildC p 26.95 0.06 IntVal I 25.91 0.06 IntValA p 13.72 0.00 LtdTIn 13.72 0.00 LtdTIncI 14.46 0.00 LtdTMu I 14.46 0.00 LtdTMuA Thrivent Funds A: DivrIncPlus 8.05 0.02 LgCpStk 28.69 0.03 32.33 0.53 MidCapStk 11.58 0.00 MuniBd 24.41 0.21 SmCapStk p Thrivent Funds S: 28.37 -0.02 LgCpVal n 37.97 0.59 MidCapStk n 10.11 0.01 OppIncmPl n TIAA-CREF/Instl Cl: CoreBond Inst 10.65 0.01 10.71 0.01 CorePlsBd TIAA-CREF/Retail Cl: 34.96 0.35 EqIdx n 26.02 0.24 Gro&Inc n 24.05 0.11 LrgCpGro n MgdAlloc n 13.49 0.09 24.76 0.29 SocChEq n TIAA/CREF Funds: 11.15 0.00 BdIdxInst 34.29 0.34 EqIdxInst EqIdxRet 34.84 0.35 17.27 0.17 Gr&IncInst 17.72 0.16 Gr&IncRet HgYldInst 9.60 0.03 InflLkdBdInst 12.16 0.07 22.85 0.13 IntlEqIdxInst 23.42 0.13 IntlEqIdxRet 14.09 0.08 IntlEqInst 14.16 0.07 LC2020Ret 15.03 0.08 LC2025Ret 15.76 0.10 LC2030Ret 16.64 0.12 LC2035Ret 11.58 0.09 LC2040Inst 17.37 0.13 LC2040Ret 14.37 0.12 LC2045Ret LCIdx2010Inst 17.86 0.07 LCIdx2020Inst 20.45 0.10 LCIdx2025Inst 22.45 0.11 LCIdx2035Inst 26.39 0.16 LCIdx2040Inst 27.96 0.19 LCIdx2045Inst 29.03 0.21 41.13 0.41 LifeStkIdx LrgCpGrIdxInst 58.15 0.43 LrgCpGrIdxRet 58.64 0.43 LrgCpGrInst 24.17 0.11 LrgCpVl IdxInst 24.58 0.35 LrgCpVl IdxRet 25.06 0.34 21.72 0.27 LrgCpVl Inst 24.73 0.13 MdCpGrInst MdCpVl Inst 19.29 0.32 19.13 0.31 MdCpVlRet QuantSmCpEqInst 19.06 0.15 23.78 0.73 RealSecInst 24.92 0.77 RealSecRet S&P500IdxInst 52.22 0.58 S&P500IdxRet 51.87 0.58 SmCpBl IdxInst 25.67 0.09 SmCpBl IdxRet 25.81 0.09 SocChEqInst 28.45 0.33 SocChEqRet 28.98 0.34 Tortoise Capital: TorMLPPipInsCl 11.11 -0.06 Touchstone Family Fd: 11.19 -0.04 FlexIncY 64.67 0.39 FocEqY LagCapFoc A p 59.06 0.44 MdCpGrwY 40.04 0.35 MdCpY 49.49 0.73 SandsCapGrY 19.33 -0.06 SandsCpSelGrwA 17.20 -0.06 SelGrwth 17.22 -0.05 SmCoA p 5.81 0.10 Tr for Credit Unions: UltShtDur TCU 9.41 -0.01 Transamerica A: 12.07 NA AsAlCnsrv p 16.72 NA AsAIGrow p 13.23 NA AsAlMod p AsAlModGr p 14.60 NA 34.72 0.23 Balanced 44.07 -0.54 FocusA Trust for Professional Ma: PerfTrstMuniInst 25.88 0.02
17.3 61.4 22.1 49.2 5.7
9.8
19.6 18.8 7.2 6.9 -1.1 -0.8 0.0 -0.2
40.5 37.5 71.0 69.3 12.0 13.0 7.4 6.7
6.2 20.6 27.6 2.0 23.9
28.6 70.6 94.7 14.5 94.8
32.1 73.3 28.0 96.3 1.7 15.0 -1.0 17.0 -0.3 18.0 25.6 25.3 17.1 9.9 26.4
99.3 97.4 121.4 52.8 100.8
-1.8 26.0 25.6 25.7 25.3 4.9 5.4 11.1 10.9 10.5 8.3 9.6 11.0 12.6 14.4 14.1 15.8 7.0 8.8 10.2 13.3 15.0 16.8 26.0 28.2 27.9 17.4 25.1 24.8 27.0 3.3 31.8 31.5 25.1 39.1 38.8 29.0 28.6 15.0 14.7 26.7 26.4
14.6 101.0 99.4 99.2 97.6 24.8 21.5 47.1 46.0 58.3 43.3 48.5 54.3 60.1 67.1 65.8 71.4 39.0 45.8 51.0 62.0 67.6 73.1 100.7 144.2 142.3 123.4 63.9 62.6 71.1 102.7 62.0 60.8 76.6 85.6 84.2 102.2 100.8 74.9 73.6 102.4 100.9
39.3 18.0 3.0 27.5 26.0 16.4 15.0 5.4 5.2 5.1 23.4
21.3 103.8 104.6 113.2 78.1 139.3 137.5 137.2 77.6
0.0
4.2
NA NA NA NA NA NA NA NA 16.7 64.6 0.3 160.8 2.2 18.0
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. PrfTrtStrtBd Ins 22.71 -0.02 1.6 15.5 Tweedy Browne Fds: GblValue n 29.03 0.21 15.4 31.4
U Ultimus: LyricalUSVlEqI UM Funds: BehavVal USAA Group: 500Indx Reward n CA Bd n CapGr n CrnrsMod n CrnstModAggr n ExtMktIn n Gr&Inc n Gr&TxStr n Grwth n HiIncm n Inco n IncStk n Intl n IntmTerm n LgTerm n Nasdaq100 n ntTerBd n S&PIdx n SciTech n ShtT n ShtTBdA n SmCpStk n TarRet2030 n TarRet2040 n TarRet2050 n TarRetIncm n VA Bd n ValueFd n WldGr n
23.01 0.31 30.2 75.7 83.07 1.48 33.9 71.8 62.46 11.60 12.85 16.40 28.35 24.81 25.61 26.81 36.52 7.83 13.25 19.96 27.54 13.86 13.91 43.45 10.59 62.42 30.06 10.63 9.20 15.00 13.57 13.99 14.53 11.68 11.66 18.58 27.76
0.62 0.00 0.15 0.08 0.18 0.11 0.31 0.15 0.18 0.01 0.00 0.35 0.17 0.00 0.00 0.32 0.00 0.62 -0.09 0.00 0.00 0.13 0.09 0.12 0.14 0.04 0.00 0.29 0.24
28.0 2.3 23.0 9.5 11.5 15.9 23.1 15.0 18.0 5.5 0.3 26.5 14.6 2.2 3.6 27.8 0.9 27.9 -2.1 1.3 1.0 18.2 12.2 16.0 17.9 6.5 2.0 25.8 18.0
105.7 15.1 63.8 37.0 41.5 96.3 77.5 51.4 108.2 23.9 20.7 58.2 46.0 14.5 17.1 165.2 22.8 105.1 119.0 6.5 10.9 87.7 44.2 52.1 57.3 29.7 13.1 56.7 81.8
V VALIC: 13.70 CoreVal FrgnVal 10.81 GlobEq 9.89 SysCore 29.80 InflPro 12.54 IntlEq 8.45 IntlGro 19.61 LgCpGro 24.13 MdCpStGr 25.11 MidCpIdx 32.65 SciTech 42.32 SmCpIdx 23.38 StckIdx 60.23 ValUltra 25.67 Value Line Funds: AstAlcClInv n 46.23 CapAppreClInv n 12.48 Van Eck Funds: EmgMktsY 17.34 VANGUARD ADMIRAL: 400MCpIdxInst 381.59 500Adml n 440.97 BalAdml n 49.09 CAITAdml n 12.20 CALTAdml n 12.68 CapOpAdml nr 194.28 CoDilxAd n 176.75 CoStIxAd nr 97.89 DivAppIdxAdm n 46.54 EMAdmr n 41.02 EnergyAd nr 38.67 EnergyAdml nr 72.31 EqIncAdml n 92.12 EuropeAdml n 85.28 ExplrAdml n 119.37 ExtndAdml n 139.25 FinIxdAd nr 48.43 GNMAAdml n 10.54 GroIncAdml n 104.56 GrwthAdml n 166.11 HltClxAd nr 133.82 HlthCareAdml nr 96.19 HYCorAdml nr 5.95 InfProAd n 28.51 InfTechIdx n 235.75 IntlGrAdml n 139.62 ITBondAdml n 11.90 ITCorpIx n 25.05 ITIGradeAdml n 9.95 ITsryAdml n 11.31 ITTresIdx n 22.47 LarCapAd n 111.67 LTGradeAdml n 10.90 LTsryAdml n 12.76 LTTresIdx n 30.02
0.15 0.07 -0.02 0.38 0.08 0.05 0.15 0.27 0.29 0.51 0.06 0.09 0.67 0.16
21.9 6.6 0.6 26.5 5.0 10.9 14.0 26.2 17.0 24.2 12.9 14.6 28.7 21.7
52.6 30.7 39.7 105.4 24.4 44.9 103.7 117.9 119.0 78.8 148.5 72.8 100.8 129.7
0.45 11.8 62.7 -0.03 7.6 82.1 0.03 -12.1 34.4 5.96 4.94 -0.58 -0.01 -0.08 1.51 1.77 1.74 0.73 0.27 0.25 -1.83 1.30 0.83 1.13 0.42 0.29 -0.01 1.27 1.29 1.40 -6.05 0.00 0.26 1.95 1.37 0.00 0.04 -0.09 -0.01 -0.01 1.13 -0.19 -0.05 -0.11
24.6 29.0 14.4 0.8 2.0 21.5 25.2 16.8 23.5 0.9 55.8 27.4 25.5 15.9 16.7 12.9 35.4 -1.0 29.4 28.0 21.1 14.8 3.8 5.9 31.1 -0.5 -2.3 -1.5 -1.2 -2.2 -2.6 27.4 -2.5 -4.8 -5.2
80.2 102.5 63.1 12.9 17.1 92.1 139.0 64.0 86.8 40.5 14.7 0.3 63.5 54.2 103.7 92.9 76.1 9.1 100.1 148.4 77.2 60.9 26.8 27.3 187.3 109.8 18.4 23.3 20.9 12.9 11.7 104.3 36.2 29.1 27.9
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. MatIdx nr MidCpAdml n MrgBkdIdx n MuHYAdml n MuIntAdml n MuLTAdml n MuLtdAdml n MuShtAdml n NJLTAdml n NYLTAdml n PacifAdml n PALTAdml n PrmcpAdml nr RealEstatAdml n S&PSC600Idx SmCapAdml n SmGthAdml n STBondAdml n STCorpIx n STFedAdml n STIGradeAdml n STIPSIxAdm n STsryAdml n STTresIdx n TotBdAdml n TotIntBdIdxAdm n TotIntlAdmIdx nr TotStAdml n TxMBal nr TxMCapAdml n TxMIn nr TxMSC nr USGroAdml n UtilIxAd nr ValAdml n WdsrllAdml n WellsIAdml n WelltnAdml n WndsrAdml n VANGUARD FDS: CAIT n CALT n CapOp nr DivdGro n DivrEq n EmgMktSelStk n Energy nr EqInc n Explr n EXPValFd n FTAlWldInAdml n GlbCapCyl Inv nr GlbEq n GloMinVolFdAdm n GNMA n GroInc n HlthCare nr HYCor nr InflaPro n IntlExplr n IntlGr n IntlVal n INSTTRF2015 INSTTRF2020 INSTTRF2025 INSTTRF2030 INSTTRF2035 INSTTRF2040 INSTTRF2045 INSTTRF2050 INSTTRF2055 INSTTRF2060 INSTTRFINC ITIGrade n ITTsry n LifeCon n LifeGro n LifeInc n LifeMod n LTIGrade n LTTsry n MATxEx n MgdPayFdInv n MidCpGro pn MuHY n MuInt n MuLong n MuLtd n MuSht n OHLTte n Primcp nr PrmcpCor n SelValu nr STAR n STFed n STIGrade n STIPSixInv StratgcEq n StrSmCpEqInv n STTsry n
99.76 315.82 21.11 12.00 14.70 12.13 11.17 15.88 12.67 12.12 96.85 12.10 170.05 163.93 422.67 108.44 99.29 10.61 22.13 10.79 10.77 25.75 10.62 20.29 11.18 22.05 34.16 117.88 42.48 248.60 16.41 93.31 169.96 78.17 57.35 82.00 70.06 83.89 81.61
2.05 4.01 0.00 -0.07 -0.02 -0.06 0.00 0.00 -0.08 -0.09 0.04 -0.03 1.61 5.10 4.70 1.04 0.53 0.01 0.03 -0.06 -0.03 0.12 0.00 0.01 -0.01 -0.07 0.22 1.17 0.09 1.96 0.10 0.67 0.14 1.75 0.76 0.90 0.44 -5.46 1.08
26.6 24.7 -1.4 3.9 1.2 2.3 0.5 0.2 3.2 2.6 1.6 2.5 22.3 40.1 26.8 17.8 6.0 -1.0 -0.4 -0.5 -0.3 5.3 -0.8 -0.6 -1.8 -2.3 8.5 26.1 13.2 27.2 11.2 27.1 13.5 16.9 26.4 29.3 8.5 19.2 28.2
88.6 94.9 8.7 19.8 13.8 18.1 8.1 4.7 19.4 17.4 39.6 18.2 85.2 72.6 74.4 80.4 92.7 8.8 11.9 8.4 11.0 16.0 7.2 6.1 15.3 10.2 47.3 101.2 52.0 104.3 50.4 75.1 142.6 45.4 64.1 92.6 37.7 62.8 81.4
12.20 12.68 84.18 39.22 52.84 24.43 38.54 43.96 128.39 46.12 38.09 11.03 38.55 29.60 10.54 64.07 228.15 5.95 14.52 21.26 43.92 41.54 24.66 27.31 29.37 30.68 31.81 33.01 34.10 34.29 34.38 34.52 24.72 9.95 11.31 23.07 44.46 16.96 33.56 10.90 12.76 11.36 18.39 27.10 12.00 14.70 12.13 11.17 15.88 13.11 164.14 33.70 30.61 31.99 10.79 10.77 25.72 38.78 39.06 10.62
-0.01 -0.08 0.65 -1.10 -3.28 0.17 -0.95 0.62 1.22 0.72 0.21 -0.24 0.21 0.35 -0.01 0.78 -14.23 0.00 0.13 0.25 0.44 0.18 -1.26 -1.01 -0.68 -0.54 -0.51 -0.46 -0.44 -0.41 -0.41 -0.38 -0.58 -0.09 -0.01 -0.66 -0.97 -0.48 -0.90 -0.19 -0.05 -0.05 -0.96 0.16 -0.07 -0.02 -0.06 0.00 0.00 -0.10 1.54 0.36 0.49 -1.82 -0.06 -0.03 0.12 0.62 0.51 0.00
0.7 1.9 21.4 24.6 22.2 -1.2 27.3 25.4 16.6 28.1 8.0 19.2 13.4 12.1 -1.1 29.3 14.7 3.7 5.8 9.4 -0.6 7.9 5.8 8.3 10.0 11.6 13.2 14.8 16.4 16.7 16.6 16.7 5.3 -1.2 -2.3 6.0 14.4 1.9 10.1 -2.6 -4.9 2.0 13.8 10.2 3.8 1.1 2.2 0.4 0.2 2.1 22.2 24.7 27.6 9.8 -0.6 -0.4 5.3 30.9 33.5 -0.9
12.6 16.8 91.6 84.6 109.0 39.4 0.1 63.1 103.0 69.1 46.8 69.7 79.8 32.7 8.8 99.5 60.7 26.4 26.9 54.8 109.1 42.2 34.7 43.5 50.0 55.1 60.2 65.3 70.2 70.9 70.9 71.0 31.8 20.5 12.6 37.3 63.7 25.0 50.1 35.8 28.8 18.1 41.1 96.5 19.5 13.5 17.8 7.8 4.4 18.2 84.8 79.9 76.3 63.8 8.1 10.7 15.7 84.8 78.3 6.9
Data provided by
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. TgtRe2015 n 14.61 31.03 TgtRe2020 n 20.35 TgtRe2025 n 38.44 TgtRe2030 n 23.86 TgtRe2035 n 42.06 TgtRe2040 n 28.40 TgtRe2045 n 46.95 TgtRe2050 n 48.08 TgtRe2060 n TgtRet2055 n 52.27 14.46 TgtRetInc n TotIntBdIxInv 11.03 65.61 USGro n WellsI n 28.92 48.58 Welltn n 24.21 Wndsr n 46.23 WndsrII n VANGUARD INDEX FDS: 441.00 500 EmgMktInstPl 103.75 343.61 ExtndIstPl 127.86 FTAIWdInPl 166.16 Growth IdxIntl 20.42 ITTresIdx Inst 27.88 LTTresIdx Inst 38.10 MdCpGrAdml n 109.96 MdCpVlAdml n 77.72 69.62 MidCp RUSS2000IdxInst 343.94 108.42 SmCap SmValAdml n 76.74 11.18 TotBd 11.04 TotBd2 TotIntlInstIdx r 136.60 TotItlInstPlId r 136.63 117.86 TotSt VANGUARD INSTL FDS: 49.10 BalInst DevMktsIndInst 16.43 DevMktsInxInst 25.68 31.19 EmMkInst r 36.37 EuroInst ExDurTrsInst 42.06 139.24 ExtndInst 120.74 FTAlWldIst r 33.57 FTScinst GrwthInst 166.11 InPrSeIn 11.62 406.84 InstIdx InstPlus 406.85 InstTStIdx 88.46 InstTStPlus 88.43 ITBdInst 11.90 11.90 ITBdInstPI 459.63 LaCapInst LTBdInst 15.65 15.64 LTBdInstPl 69.77 MidCpInst 344.08 MidCpIstPl RealEstaInstl 25.37 Rs1000GrwIdxInst 607.24 Rs1000Vl IdxInst 287.70 Russ1000IdxInst 425.00 Russ2000GrIxInst 407.42 Russ3000Idx 418.64 SmCapInst 108.43 312.97 SmCapIstPl 79.52 SmGthInst 42.89 SmValInst STBdIdxInstPl 10.61 10.61 STBDInst STCorpIxInst p 27.09 STIGradeInst 10.77 25.77 STIPSIxins 25.48 STTresIdx 11.18 TotBdInst 11.04 TotBdInst2 11.18 TotBdInstPl TotIntBdIdxInst 33.09 117.90 TotStInst TtlWrldIxInst p 219.70 123.51 TxMCaInst r TxMSCInst r 93.52 57.35 ValueInst Victory Funds: 49.50 EstValA 49.53 EstValI 48.67 EstValR p SmCap Grwth p 74.07 52.41 SmCoOppI VirtusFunds: CeredexLgCpVlEqI 12.76 CeredexMdCpVlEqI 13.39 GvSecUltShtBdI 10.00 60.88 InnGrSt I LowDurCrPlBd I 10.87 VirtusFunds Cl A: 68.04 MidGrA MulSStA p 4.72
-1.98 -5.93 -3.20 -6.51 -4.48 -8.35 -4.13 -5.61 -2.34 -4.80 -1.04 -0.03 0.05 0.18 -3.16 0.32 0.51
5.8 8.2 9.9 11.4 13.1 14.6 16.2 16.5 16.5 16.6 5.2 -2.3 13.3 8.4 19.1 28.1 29.2
34.5 43.3 49.6 54.8 59.8 65.0 70.0 70.6 70.5 70.5 31.4 10.1 141.8 37.4 62.3 80.8 92.1
4.93 0.68 1.03 0.71 1.29 0.13 -0.01 -0.14 0.79 1.45 0.88 1.23 1.04 0.98 -0.01 -0.01 0.90 0.89 1.17
28.9 1.0 12.9 8.1 27.8 8.5 -2.6 -5.2 20.9 28.6 24.5 15.0 17.7 28.0 -1.9 -1.8 8.5 8.5 25.9
101.8 40.7 93.0 47.0 147.5 47.1 11.8 27.9 119.8 70.1 94.2 74.9 79.8 67.5 14.9 14.7 47.5 47.5 100.6
-0.58 0.10 0.16 0.20 0.36 -0.22 0.42 0.67 0.34 1.28 0.11 -7.30 -7.32 -3.05 -3.05 0.00 0.00 4.68 -0.01 -0.02 0.89 4.37 0.79 4.48 3.99 4.44 -0.06 4.18 1.04 3.00 0.43 0.54 0.01 0.01 0.03 -0.03 0.12 0.00 -0.01 -0.01 -0.01 -0.11 1.17 1.93 0.96 0.66 0.76
14.4 11.2 11.3 1.0 16.0 -6.7 12.9 8.0 28.3 28.0 6.0 29.0 29.0 26.1 26.1 -2.3 -2.3 27.4 -2.8 -2.8 24.7 24.7 40.1 28.2 25.1 26.7 3.2 25.9 17.8 17.8 6.0 28.0 -1.0 -1.0 -0.4 -0.3 5.4 -0.7 -1.7 -1.8 -1.7 -2.2 26.1 18.4 27.3 27.1 26.4
63.2 50.5 50.5 40.7 54.3 38.4 93.0 46.9 112.7 148.5 27.5 102.5 102.6 101.4 101.4 18.5 18.6 104.4 35.1 35.0 95.0 95.0 72.7 144.1 63.9 103.1 81.0 100.9 80.5 80.5 92.8 67.5 8.9 8.9 11.9 11.1 16.0 6.1 15.3 14.9 15.4 10.3 101.3 76.3 104.5 75.2 64.1
0.95 0.96 0.93 -0.03 0.94
31.2 31.6 30.9 -10.7 25.3
83.2 84.9 82.0 72.0 67.8
0.16 0.19 -0.01 -0.40 0.00
25.2 28.8 -0.1 -8.7 0.1
71.7 71.0 3.5 178.2 10.0
0.31 1.5 140.6 0.00 0.5 11.3
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. SmCapSusA StratGrA p TactAllA p VirtusFunds Cl I: EmMktI ForOppI IntSmCapI MulSStI QualitySmCapI SmCapSusI SmCpCorI Vivaldi Merger: Arbitrage Fund Voya Fds: GrOppI InmdBdI TRPGrEqI
47.12 0.40 4.1 109.2 27.62 0.10 12.5 136.5 13.13 0.05 7.0 81.4 10.01 29.25 22.63 4.72 28.65 48.82 48.94
0.11 0.33 0.22 0.00 0.31 0.41 0.96
10.54 0.01
-6.9 12.2 5.0 0.6 19.2 4.4 18.8
28.0 66.6 67.2 12.2 92.3 110.9 103.9
5.4 14.4
58.16 0.31 20.0 110.9 10.25 0.01 -1.0 17.8 119.98 0.82 21.0 118.4
WXYZ Wasatch: CoreGr n IntlGr n MicCap n
94.35 1.17 21.3 122.7 34.86 0.60 10.9 80.0 9.43 0.13 5.6 150.3
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. SmCapGr n 50.23 SmCapV n 10.52 UltraGr n 44.37 WCM: FcusEmgMk Inst 18.60 FocInterGrFdInv 27.46 IntlSmCpGrthFd I 28.45 WCM Focus Funds: WCMFocIntlGrwIns 27.71 Weitz Funds: PIIIOpp 15.58 ShtDurIncInst 12.27 ValueInv n 61.94 Western Asset: CoreBondA 13.09 CoreBondI 13.09 CoreBondIS 13.11 CorePlusBdA 11.91 CorePlusBdI 11.92 CorePlusBdIS 11.92 IntermedBdIS 10.97 IntermTermMuniA 6.56 IntermTermMuniI 6.56
0.51 8.9 138.1 0.14 25.3 74.8 0.42 6.1 153.4 0.11 -2.1 84.4 0.35 16.8 110.6 0.57 16.4 162.5 0.35 17.2 112.2 0.08 12.8 66.5 -0.01 1.0 8.8 0.67 27.1 103.3 0.00 0.00 0.01 0.01 0.01 0.01 0.01 0.00 0.00
-2.2 -1.9 -1.8 -2.3 -1.9 -1.9 -1.7 2.4 2.7
17.2 18.5 18.7 19.5 20.8 21.1 14.5 12.9 13.5
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. ManagedMuniA 16.73 ManagedMuniI 16.75 SMAShCrPlCp n 8.88 SmashSerC n 9.59 SmashSerM n 10.63 TotalRetUnconI 10.23 Westwood Income Oppo: WwIncOpFdInstl 12.77 Westwood Quality Sma: WwQalSmallCapI 21.55 Williamsburg Invst T: DavPrtSmCapFoFd n 19.06 Wilmington Funds: BroadMktBdInst 10.03 10.20 Intl Inst 32.38 LgCpStrInst Wm Blair Funds Cl I: 38.58 IntlGthI r 33.51 SmCapValI 34.74 SmMidI r Wm Blair Funds Inst: IntlGth 18.98 Wm Blair Funds R6: EmgMktGth 15.95
0.00 0.00 0.02 0.03 -0.02 0.00
3.2 3.3 0.1 1.5 -3.8 -1.7
0.00
8.5 42.4
0.18 27.8 67.3 0.05 20.7 114.2 0.00 -1.6 15.0 0.08 6.9 46.6 0.33 26.6 102.5 0.48 8.7 88.7 0.46 29.2 68.6 0.19 8.6 90.1 0.24
9.1 90.2
0.16
2.8 86.3
DATES TO WATCH FOR January
Data for
3
PMI Manufacturing Index (9:45 a.m.) - Final
December
4
Construction Spending (10:00 a.m.) ISM Manufacturing Report (10:00 a.m.)
November December
5
JOLTS (10:00 a.m.) PMI Composite Index (9:45 a.m.) - Final
November December
FOMC Minutes (2:00 p.m.) 6
7
Car Sales (3:45 p.m.) Challenger Job-Cut Report (7:30 a.m.)
December December
International Trade (8:30 a.m.)
December
Factory Orders (10:00 a.m.)
November
ISM Service Index (10:00 a.m.) Employment Situation (8:30 a.m.)
December December
Consumer Credit (3:00 p.m.)
November November December December
10 Wholesale Inventories and Trade (10:00 a.m.) 11 NFIB Small Business Optimism Index (6 a.m.) 12 Consumer Price Index (8:30 a.m.)
Beige Book (2:00 p.m.) 13 PPI (8:30 a.m.) 14 Retail Sales (8:30 a.m.)
U.S. Import & Export Price Indexes (8:30 a.m.)
December December December December
Industrial Production & Capacity Utilization (9:15 a.m.)
December
Business Inventories (10:00 a.m.)
November
Michigan Consumer Sentiment (10:00 a.m.) - Preliminary 18 NAHB Housing Market Index (10:00 a.m)
Treasury International Capital Data (4 p.m.) 19 Housing Starts and Permits (8:30 a.m.) 20 Philadelphia Fed Manufacturing Index (8:30 a.m.)
Existing Home Sales (10:00 a.m.) 21 U.S. Leading Indicators Index (10:00 a.m.) 24 PMI Composite Flash (9:45 a.m.) 25 S&P/Case-Shiller Home Price Indices (9:00 a.m.)
FHFA House Price Index (9:00 a.m.) Consumer Confidence (10:00 a.m.) 26 New Home Sales (10:00 a.m.)
January January November December January December December January November November January December
FOMC Announcement (2:00 p.m.) 27 Durable Goods Shipments and Orders (8:30 a.m.)
GDP - (Advanced Estimate) Pending Home Sales Index (NAR) (10:00 a.m.) 28 Personal Income and Outlay (8:30 a.m)
November Q4, 2021 December December
Michigan Consumer Sentiment (10:00 a.m.) - Final
January
Chicago PMI (9:45 a.m.)
January
Note: Some dates and times are approximations.
15.3 15.8 22.4 20.2 17.0 12.7
January 3, 2022
53
BARRON’S
Market Laboratory WEEK’S NEW HIGHS AND LOWS Weekly Comp.
New Highs New Lows
NYSE
285 169
NYSE MKT
3 32
WEEK’S NEW HIGHS AND LOWS
Nasdaq
296 712
NYSE AMER NEW HIGHS SachemNts2026 Servotronics NEW LOWS AIM Immuno ChinaPharma HoustonAmEner AgEagleAerial CloughGlblOpp IMPAC Mortgage AmbowEduc DSS ITTechPkg Ampco-PittsWt EllsworthPfdA iBio AmpioPharm Espey IndiaGlblCap BiomXWt EvolveTransit IsoRay BitNile ExcellonRes KelsoTechs cbdMD GreatPanther NovaBayPharm NE Realty
PlatinumGrpMtls SyntheticBio TanzanianGold US Antimony UnvlSecInstr ViveonHealthWt WestwaterRscs XtantMedical
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iSun IterumTherap IthaxAcqnWt IX Acqn IXAcqnWt IZEA JaguarHealth Jiayin JourneyMed JupiterAcqn JupiterAcqn JupiterWellness KairosAcqnWt KaivalBrands KaixinAuto KalaPharm KaleidoBiosci KandiTech Kaspien KinsTechWt KL Acqn Wt LandseaHomes LanternPharma LarkspurHealth LAVAMedtechAcqn LavaTherap LefterisAcqnWt LevelOnePfdB LexariaBioscience LianBio LibertyRscsA LibertyRscsAcqnWt LibertyTripAdvB LiveOne LixteBiotech LMP Auto LogicBioTherap LoncarCancerETF LoncarChinaBio LongboardPharm LordstownMotors Lulu'sFashion LumosPharma LuxHlthTech LuxHlthTechAcqnWt Macrogenics MagentaTherap MalaccaStraits MarblegateAcqn MarblegateAcqn MarkerTherap MarroneBioInnova MatrixService MaxeonSolar McLarenTech McLarenTechA McLarenTechWt MDJM MedalistDivREIT MedallionBkPfdF MedallionFin MediciNova Medigus MedTechAcqnWt MereoBioPharma MerrimackPharm Metacrine MetroMile MetroMileWt Microvast MicrovastWt MICT MidatechPharma MindMed MinervaNeurosci MMTec MobiquityTechs MolecularTemp MoleculinBiotech Momentus MomentusWt MonoparTherap MontereyBioAcqn MotorsportGames MuscleMaker MustangBio MySize NabrivaTherap NanoDimension NatrlOrderAcqnWt Neovasc Nephros NeptuneWellness NeuroBoPharm NeuroOneMed NeuroSense NeuroSenseWt NewcourtAcqnA NewcourtAcqnWt
ProventionBio ProvidentAcqnWt Pulmatrix PulseBiosciences PWP Forward I QilianIntl Quhuo QuoinPharm Qutoutiao RadiusHealth Rallybio Reading A RealNetworks ReataPharm RechargeAcqnWt Redbox RedHillBio Reed's RegulusTherap ReNewEnergy RenovoRx RenttheRunway ResearchFrontiers RevivaPharm RevolutionWt RiceBranTech RISE Education Robinhood ROC Energy RockwellMedical Root Safe-T SalariusPharm SanaBiotech SanabyHlthIWt Schrodinger ScionTechI Wt ScionTechII Wt SciStratWt ScopusBio SCP&COHlthcrWt SeaportCalibreMatl SellasLifeSci Sema4 Sema4Wt SenesTech SeniorConnectI Wt SenmiaoTech SenseiBiotherap Sentage SeqLL SeqLL Wt SeraPrognostics Sharecare SharecareWt ShotSpotter SidusSpace SiebertFin Sientra SightSciences SilverSpikeII Wt SiNtxTech SioGeneTherap SkylightHealth SmileDirectClub SocTelemed SocTelemedWt SoFiGigEcon SolenoTherap Soligenix SonimTech SonnetBio Sono SotherlyHotels SoYoungIntl SpectrumPharm SpindletopHlthWt StrategyNasd5HANDL Sunworks SuperCom SuperLeagueGam SurfaceOncol Surgalign SurgePays SyrosPharm T2Biosystems TalkspaceWt Talon1Acqn Taoping TayshaGene TCR2 Therap TD Holdings TekkorpDigitalWt TempestTherap TenaxTherap TherapeuticsMD ThermoGenesis ThriveAcqnA Tilray
WEEK’S NEW HIGHS AND LOWS Biofrontera BioLineRX BionanoGenomWt Bionomics BioPlusAcqnUn BioRestorativeTher BioVie bleuacaciaUn BlueCity BlueHatInt BlueOceanAcqn BoneBiologics BoneBiologWt BorqsTechs BrickellBiotech BridgeBioPharma BrightMindsBio Broadwind BrooklineCapWt BT Brands BurgerFiIntl BurgerFiIntlWt BurningRockBio BuzzFeed BuzzFeedWt CadizPfdA CaladriusBiosci CalAmp CalitheraBiosci CapstoneGreen CardiolTherap Carecloud CaribouBio CarLotz CarParts.com CastorMaritime CatalystBiosci CBAK Energy CellebriteDI Celsion CelularityWt Cemtrex CemtrexWt Ceragon CF Acqn IV Wt ChembioDiagn ChinaAutoSys ChinaJoJoDrug ChromaDex ClarusTherap ClarusTherapWt CleanSpark CleanTechAcqn Clene CleverLeaves CloverHealth CLPS CNS Pharm CocrystalPharma CodereOnlineWt CodexDNA CodiakBioSci CognyteSoftware Cohbar CompassDigitalWt CompoSecure ConnectBiopharma ContextTherap CorMedix CornerGrowthWt CovaAcqnWt CreativeRealWt CrixusBH3AcqnWt Cronos Cuentas CuentasWt CureVac
GenerationInWt GeneticTechs Genetron GeniusBrands Genprex GeospaceTech Geron GlblTechAcqnI GlblTechAcqnI GlblTechAcqnIWt GlbXCannabis GlbXCnBiotech GlbXFinTech GlbXHydrogen GlobalinkInvt GlobalinkInvtRt GlobalinkInvtWt GlobalIntPpl GloryStarNewMedia GlycoMimetics GMedInnovWt GoldenbridgeWt GracellBiotech GraybugVision GreatElmCap GreenbrookTMS Greenlane GreenPowerMotor Grove GuardforceAI GuardionHlth HallofFameWt HappinessDevt HCW Biologics HealthcareCapWt HealthcrTriangle HeatBiologics Helbiz HelbizWt HelloGroup HEXO Histogen HomologyMed Hookipa HothTherap Humacyte Humanigen HycroftMining HycroftMiningWt HycroftMiningWt Hyperfine HyreCar iClickInteract Ideanomics IderaPharm IMAC iMediaBrandsNts Immuneering Immuron ImmuronWt IMV IN8bio InhibikaseTherap InovioPharma Inpixon Inseego InspireMD InsuAcqnIII Wt IntegralAcqn1Wt IntegralAcqnCorp.1 IntelligentMedA IntelligentMedWt InVivoTherap InvscGoldenDragon IO Biotech iPower iQIYI
NewHoldInvtIIA NewHoldInvtIIWt NexGel NexGelWt NexImmune NextPlayTech NiSunIntlEntDevt NLS Pharm NovaLifestyle Novan Novocure Nuwellis NymoxPharm O2MicroIntl Oblong ObsEva OceanPal OceanTechI Wt OdonateTherap OdysseyMarine OLB Group OlinkHolding OmegaTherap OmniLitAcqn Oncocyte OncolyticsBio OnconovaTherap OncoSecMedical OncternalTherap OntrakPfd OPYAcqnIA OPYAcqnIWt OrchardTherap Organovo Orgenesis Orphazyme OtonomoTechWt OzonHoldings P3HealthPartners PainReform PalisadeBio PanbelaTherap ParsecCap PassageBio PathfinderA PatriotTransport PearTherap PearTherapeuticsWt Peloton PerceptionCapII PerceptionCapIIWt PerformShipping PetraAcqn PhioPharm PhoenixBiotech PHP Ventures Wt PingtanMarineEnt PlumAcqnIWt PluristemTherap PlusTherap PolarPower PolyPid PopulationHlthWt PortageBiotech PortageFintech PowerFleet Precipio PrecisionBio PresidioPropPfdD ProceptBio ProfDiversity ProjectEnerReimag ProjectEnerReimag ProjectEnReimagUn PropSolnsII Wt PropTechInvII Wt ProShUltShtQQQ
ABB AECOM Aflac AMN Healthcare APAcqnUn ARC Document AbbottLabs AbbVie Accenture Alcoa Alcon AlexandriaRlEst AmericaMovil A AmericaMovil AmCampus AmEqtyLf AmHomes4Rent
NEW HIGHS C&S QuIncmRlty Hillenbrand C&S REIT&Pfd Hilton ConcordAcqnIII A HolleyWt ConcordAcqnIIIWt HuntCosAcqnI ConEd Huntsman ConstBrands A HyattHotels Core&Main ICL Group CousinsProperties IDACORP CrescentPoint IQVIA CrownCastle IconicSportsWt CurtissWright IllinoisToolWks Cushman&Wkfd IndlHumanCap CustomersBancorp IndlHumanCap DHI Group Infosys DTE EnergyDebE InstalledBldg Diageo InterPrivateIII InvscPaValueMun DigitalRealty
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NYSE PerkinElmer PlymouthIndREIT PortlandGenElec PrefApartment Procter&Gamble Prologis PublicServiceEnt PublicStorage PublicStoragePfdR PureStorage PyrophyteAcqn PyrophyteAcqn RELX RPM RR Donnelley RaymondJames RexfordIndlRealty
WEEK’S NEW HIGHS AND LOWS AmerStWater AmerisourceBrgn Ametek Amphenol Anthem AptIncmREIT APi Group AristaNetworks ArloTech ArrowElec AssocCapital AthenaCnsmrA AthenaTechA AtmosEnergy AutoZone Avalonbay BRT Apartments BabcockWilcoxNts BkNovaScotia BerkHathwy A BerkHathwy B BerryGlobal BlackSpadeAcqn BlkRkCapEnIncoFd BlackstoneSecLend BluegreenVac BlueLinx BoulderGrowth Box BridgeInvt BroadridgeFinl BrookfldBRP4.875Nt Brown&Brown BuildersFirst CBREGlbRealEst CBRE Group CF Industries CNH Indl CTO Realty CVR Partners CVS Health Cadre Calix CamdenProperty Carlisle CarriageSvcs CedarRealty Centerspace ChesapeakeUtil Chevron ChoiceHotels Ciena CityOfficeREIT ClipperRealty Coca-Cola AMTD Intl AberdeenJapanEqu AcropolisInfr AdvMergerPtrsWt AfterNextHealth AltimeterGrw2 AmericasTechWt ApeironCapital ArlingtonAsstNt26 ArmstrongFlooring AscendantDigIII AthenaCnsmrWt AthenaTech AtlStreetAcqn AusterlitzI A Autohome AvantiAcqnWt AzurePowerGlbl Bark BEST Babylon BancodeChile BatteryFutureAcqUn BeachbodyWt BeardEnerTran BerensonAcqnIWt BigBear.ai BlkRkEnhnGovFd BlkRkIncmTr BlackSkyTech BlackSkyTechWt BluescapeOppsWt BoqiiHolding Bowlero BrightScholarEduc ButterflyNtwkWt CI&T CatchaInvtWt CazooWt CharahNts2026 ChargePoint ChinaFund ChinaOnlineEduc
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RigelResourceA RigelResourceWt RiverNDoubleLine RivernorthOppsFd RockleyPhotonics SDCLEDGEAcqn SDCLEDGEAcqnWt SK Telecom SOS SandbridgeX2Wt ShoulderUpTechUn Skillz Sonendo SouthportAcqn SpecialOppsFdRt SpireGlobalWt TAL Education TPGPaceBenFin TPGPaceBenA TPGPaceBenWt Team TortoiseEcoIII Wt TrepontAcqnI Wt TrineIIAcqnA TrineIIAcqnWt TwinRidgeCapWt US BancorpPfdF UWM Wt VTEX VectorGroup VenatorMaterials VerticalAerospace Vipshop VirginGalactic WarburgPincusI-B Waterdrop Weidai XinyuanRealEst Yalla YatsenHolding ZeviaPBC ZhangmenEducation
54
BARRON’S
O T H E R VO I C E S
January 3, 2022
The choices investors and policy makers make now will determine how effective this once-in-ageneration infrastructure investment will be.
Making New Infrastructure Dollars Pay Off By Judith Rodin
N
ew federal infrastructure dollars will be aimed at projects that are “shovel worthy, not shovel ready,” Transportation Secretary Pete Buttigieg told an audience recently. That’s a critical distinction, because the law passed in November raises federal infrastructure spending to its highest share of GDP since the early ’80s. Will the money help make the country more environmentally resilient and industrially competitive, as the legislation promises? And how should the financial markets and decision makers determine what makes an investment shovel worthy? The choices investors and policy makers make now will determine how effective this once-in-a-generation investment will be. Investors piled into infrastructure stocks after the bill passed the House. But three factors suggest that a critical and significant strategy shift is needed. First, following the COP26 United Nations climate summit, investors say they want to ratchet up blended finance, with public funds spurring private investment.
Much of the infrastructure funding earmarked in the law provides great leverage for sustainability-focused investor capital. But there must be significant innovation in how government and the private sector work together to create the desired multiplier effect. Second, as the federal money flows to state and local governments over the next five years, there are significant risks. Our ports are clogged, our roads need repair, and our bridges are failing. Our regional public transit is far surpassed by other countries. All of these act like a tax on business and our economy, as the New York Times put it. Government investment can jumpstart solutions. But we’ve seen how local infrastructure projects run into huge delays and enormous cost overruns. The right government
partners who have shown they can deliver, as well as rigorous project selection and management oversight, will be critical for investors. On the other hand, mayors and city commissioners have often taken the lead on innovation. To cite just one example, in Tallahassee, Fla., several hundred acres of undeveloped land at the airport were turned into a solar farm supplying power to City Hall, the airport terminal, a sewage treatment plant, and more. Miamibased Origis Energy owns and operates the system after installing it on the airport’s property. The infrastructure bill allocated $25 billion to airports, promising many more similarly innovative partnerships. Third, both COP26 and the infrastructure act emphasize climate adaptation and resilience. Yet, a new report from Wellington Management notes that the investment community has been slow to focus on adaptation, given its traditional focus on shortterm profits at the expense of longterm survival. But the climate crisis is no longer a far-away threat. To cite one of scores of growing vulnerabilities, McKinsey predicts that companies could face supply-chain disruptions lasting at least a month every 3.7 years. It’s essential to focus more on both transparent risk-disclosure standards for investors and robust resilience planning for decision makers and asset owners.
Judith Rodin is the former president of the Rockefeller Foundation and of the University of Pennsylvania and has served on nine public-company boards. She is the author of The Resilience Dividend: Being Strong in a World Where Things Go Wrong.
Illustration by Andrea Ucini
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
M
easuring a full array of resilience variables is critical to determining capacity to withstand climate impacts or, indeed, any crisis. For example, many business-continuity plans are insufficient when location makes infrastructure, such as the local powersupply lines or transit options, vulnerable to heavy winds, flooding, or wildfires. Few environmental assessments in the “E” of ESG account for these challenges. That is why I have argued for adding an “R,” resilience, to this metric. New resilience-measurement frameworks and industry practices are emerging. For example, Boston Consulting Group has developed a “source, make, deliver” framework to help companies build resilience into global supply chains. This approach requires establishing more options for diversifying and regionalizing manufacturing and supply networks, adding more backup production and distribution capacity, and reoptimizing inventory. When I was at the Rockefeller Foundation, we supported the development of resilience tools such as the City Resilience Index, which identifies 52 metrics that contribute to urban resilience. It could be readily adapted for companies and investors. Our work with the World Bank Group resulted in creating a “resilience screen” that helps investors evaluate infrastructure projects. Excellent AIbased data-mining tools, such as those developed by One Concern, are also emerging to measure resilience. How we invest in and build new types of infrastructure to withstand more extreme weather, more failing systems, and more compounding shocks will determine whether this infrastructure law and all the private capital to be spent will build both greater resilience and greater economic growth for our future. Business as usual is a risk we cannot afford. B
January 3, 2022
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MAILBAG
Valuations Are the Real Worry Now To the Editor: As far as the stock market is concerned, valuations and not Omicron is what has me most worried (“Omicron Is Wreaking Havoc. Why Investors Are Calm,” Cover Story, Dec. 23). I agree with Nicholas Jasinski that the variant might affect travel, hotel, and restaurant stocks temporarily, but they will bounce back. I would argue the most prudent course of action in light of such uncertainty on so many fronts is exemplified by the words of Howard Marks of Oaktree Capital Management: “Move forward, but with caution.” Chris Bentsen On Barrons.com
Omicron Shakeout To the Editor: I suspect that it will take a couple of years for the pandemic-induced changes to shake out (“Omicron Will Hurt the U.S. Economy. Why the Pain Won’t Last,” Dec.
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23). So many changes are afoot: supply chains, housing choices, remote work, employment options, medical practices, health insurance, education choice, purchasing decisions. We won’t know for a while yet. John Hooge On Barrons.com
is trading near its all-time high. So it might be good to wait for a dip caused by something (a new Covid-19 problem, rate increases dragging down the overall market, etc.) before stepping in for the long haul. Ron Minarik Mystic, Conn.
Kudos, Dr. Marks
2022 Quiz
To the Editor: The difficulty in arriving at such monumental decisions in the face of moderate uncertainty and evolving science is evident (“The FDA Has Braced for a Variant Like Omicron. Meet the Man Behind the Push,” Dec. 23). Thank goodness there are such bright and dedicated people on board as Dr. Peter Marks. The public has to realize that this is a never-before-precisely-seen phenomenon, and facts are evolving from around the world on a daily (hourly?) basis. I think that we are going to be all right in due course. Dr. Jon Perlman On Barrons.com
To the Editor: The year 2022 will be tumultuous, and volatility will reign supreme (“What Will Happen in 2022? Take Barron’s Annual Forecasting Challenge,” Dec. 23). There is a giant correction coming for the stock market, and therefore caution is the key to making money. The only way that Warren Buffett will step down is if he dies, so if that doesn’t happen, F should be the correct answer to question No. 16. Good quiz, but I think that 2022 will be extremely hard to predict due to so many negative factors that the market will have to deal with. John Mackel On Barrons.com
Regional Banks To the Editor: In the second part of Jack Hough’s Dec. 23 Streetwise column, Bank of America Securities’ Ebrahim Poonawala says it’s time to favor regional banks, which earn a higher percentage of their profits from traditional lending than big money-center banks. He likes KeyCorp and Citizens Financial Group. For investors who do not want to wager on a specific stock, the comprehensive 2022 markets outlook article by Nicholas Jasinski (“Don’t Expect Big Returns From the Stock Market Next Year as Interest Rates Rise,” Dec. 17) had BlackRock’s Gargi Chaudhuri recommending the iShares U.S. Regional Banks exchange-traded fund, whose holdings include KeyCorp and Citizens Financial Group. However, just like the other bank ETFs, regional or not, U.S. Regional
Two Views of IBM To the Editor: In his Other Voices essay (“30 Years After the Soviet Fall, Capitalism Kept an Imperfect Promise,” Dec. 23), Vitaliy Katsenelson briefly mentions some of the hallmarks of industry (IBM, GE, Xerox, Kodak, Polaroid) and their thinking that they had a God-given right to success. During more than a quarter-century with IBM, I for one can verify
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that is true. Many of the executives believed and loudly commented that IBM had a God-given right to a 60% market share and a 10% price differential “just because of those three initials.” Talk about arrogance. Ira Gross Boca Raton, Fla. To the Editor: It is no surprise that it takes an immigrant to see America through a clear lens, and Katsenelson does just that beautifully. His next note to Barron’s, however, will be a soft apology for prematurely including IBM on his list of has-beens. Stanley Goldstein New York
Options Trading To the Editor: Steven M. Sears’ “The Options Market Is Now a Casino. Here’s How to Bet Wisely” (The Striking Price, Dec. 22) highlights the huge increase in options trading. He advises caution. For years, we have followed his advice to sell out-of-the-money puts on high quality businesses we want to own. For our family, that’s the 140 or so dividend champions that are the great American businesses that have increased their dividends for 25 years or more. Typically, we sell puts on dips in the prices of the champions. Premiums are high now, and we have always richly supplemented our income by following Sears’ wise advice. Patrick J. Keogh Amelia Island, Fla.
“The public has to realize that [Covid-19] is a never-beforeprecisely-seen phenomenon.” Dr. Jon Perlman, on Barrons.com
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