Barrons 20211129 Barrons UserUpload Net

NEW COVID VARIANT
SPOOKS THE MARKETS Pages 15, 29
VOL. CI NO. 48 NOVEMBER 29, 2021 $5.00
IBM’s
IBM’s
REBOOT
After a lost decade, the tech
giant is poised to grow under
CEO Arvind Krishna. Why
shares could climb 50%.
>
Page 16
63142
C O N T EN TS 11.2 9.21 VOL.CI NO.48
P. 7 PAGES 15, 29 P. 13
Up & Down Wall Street: Economy: Putting Too

Fed Can’t Get a Break No Reason to Panic Just Yet Much Faith in the Fed
The emergence of the Covid-19 The new coronavirus variant is concerning, but it will force a financial reckoning only if By LISA BEILFUSS
Omicron variant gives the Fed a it proves to evade the protection of vaccines. For now, the market has built up enough of
fresh challenge as it tries to decide a cushion to weather a limited pullback. By AVI SALZMAN, AL ROOT P. 25
how fast to taper its bond buying.
By RANDALL W. FORSYTH
Funds: Three Ways to
DISMAL DAY BITCOIN
Play the Retail Surge
88.4
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Retailers Have Plenty variant, but stocks, oil, and Bitcoin are still posting healthy gains this year.
P. 25
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Sustainable Equity fund gains an Source: Bloomberg
edge by not shunning sectors P. 34
when seeking sustainable stocks.
By DEBBIE CARLSON
Commodities: High
Gas Prices Will Linger
P. 26 NEW COVID VARIANT
SPOOKS THE MARKETS Pages 15, 29
P. 16 SPECIAL PULLOUT By SIMON CONSTABLE
An Easy Way to Mend VOL. CI NO. 48 NOVEMBER 29, 2021 $5.00
IBM Stock Is One of Guide to Wealth: The

the Social Safety Net Tech’s Few Bargains New Tax Playbook Barron’s Roundtable
Q&A: Pointing to the many that Cover Story: Under CEO Arvind Here are moves to make now to cut
401(k)s left behind, economist
IBM’
IBM’ss
REBOOT
After a lost decade, the tech
giant is poised to grow under
CEO Arvind Krishna. Why
shares could climb 50%.
Krishna, Big Blue is headed for a this year’s tax bill and prepare for on Fox Business
Page 16
Teresa Ghilarducci argues for a turnaround as promising as the the changes to come once President Watch our show Fridays at 9 p.m.
government retirement program. Cover: CEO Arvind one Satya Nadella led at Microsoft. Biden’s budget bill is passed. Also, or 10:30 p.m. ET, Saturdays at 11
Krishna with an IBM
By NEAL TEMPLIN quantum computer Why the stock could soar 50%. how holders of cryptocurrencies a.m., or Sundays at 10 a.m. or 11:30
Photograph by By ERIC J. SAVITZ can keep from running afoul of the a.m. ET. This week, a buyers’ guide
Benedict Evans
P. 62 IRS, and the risks of philanthropic to hot markets, including an
apathy when setting up a donor- interview with wealth management
Remembering the advised fund. expert Ric Edelman on crypto.
Lessons of Enron
Other Voices: Understanding the © 2021 Dow Jones & Company, Inc. All Rights Reserved.
Index P. 4 Charting the Market P. 36
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November 29, 2021 BARRON’S 3
THE TECHNOLOGY SECTOR OF THE S&P 500 IN ONE ETF

Sector SPDRs allow you to invest in pieces of the S&P 500. Like Technology. While adding diversification and reducing single stock risk. These ETFs
combine the diversification of a mutual fund and the tracking of an index with transparency and liquidity.
XLK TECHNOLOGY SECTOR SPDR ETF TOP 10 HOLDINGS*

Company Name
Microsoft
Apple
Symbol
MSFT
AAPL
Weight
22.83%
21.55%
Nvidia NVDA 5.84%
Visa A V 3.27%
Adobe ADBE 2.84%
Mastercard A MA 2.68%
Salesforce.com CRM 2.67%
PayPal PYPL 2.50%
*Components and weightings as
of 10/31/21. Please see website for Cisco CSCO 2.16%
daily updates. Holdings subject
Accenture A ACN' 2.08% Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF
to change.
An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus, which contains this and other information, call 1-866-SECTOR-ETF or
visit www.sectorspdrs.com. Read the prospectus carefully before investing.
The S&P 500, SPDRs®, and Select Sector SPDRs® are registered trademarks of Standard & Poor’s Financial Services LLC. and have been licensed for use. The stocks included in each Select Sector Index were selected by the compilation agent. Their composition and
weighting can be expected to differ to that in any similar indexes that are published by S&P. The S&P 500 Index is an unmanaged index of 500 common stocks that is generally considered representative of the U.S. stock market. The index is heavily weighted toward
stocks with large market capitalizations and represents approximately two-thirds of the total market value of all domestic common stocks. Investors cannot invest directly in an index. The S&P 500 Index figures do not reflect any fees, expenses or taxes. Ordinary
brokerage commissions apply. ETFs are considered transparent because their portfolio holdings are disclosed daily. Liquidity is characterized by a high level of trading activity.
Select Sector SPDRs are subject to risks similar to those of stocks, including those regarding short-selling and margin account maintenance. All ETFs are subject to risk, including possible loss of principal. Funds focusing on a single sector generally experience greater
volatility. Diversification does not eliminate the risk of experiencing investment losses.
ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust.
4 BARRON’S November 29, 2021
I N D EX
Our index lists significant companies mentioned in stories and columns, For Customer Service, call 1 (800) 544-0422, or go to
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A Aadi Bioscience . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 I IBM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16,20 L Lear . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Nordstrom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,36

AirSculpt Technologies . . . . . . . . . . . . . . . . . . . . . 38 Imax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 LKQ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Novavax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Alibaba Group Holding . . . . . . . . . . . . . . . . . . . . 24 Infosys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Lucid Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Nvidia . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Intel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Amazon.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20,24 M Macy's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
American Airlines Group . . . . . . . . . . . . . . . . . . . 36 J Johnson & Johnson . . . . . . . . . . . . . . . . . . . . . . . . 25 Marvell Technology . . . . . . . . . . . . . . . . . . . . . . . . 11
American Tower . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 JPMorgan Chase . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Meta Platforms . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 O Occidental Petroleum . . . . . . . . . . . . . . . . . . . 34,36
Amgen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Microsoft . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,16,25 Okta . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Analog Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 K KKR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,35 Moderna . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7,15,36
Apple . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Kratos Defense & Security Solutions . . . . . . . 38
Aptiv . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Kroger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 N NetApp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Athena Technology Acquisition . . . . . . . . . . . . . 10 Kyndryl Holdings . . . . . . . . . . . . . . . . . . . . . . . 18,21 Newegg Commerce . . . . . . . . . . . . . . . . . . . . . . . . 24 P PayPal Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . . S6
Atossa Therapeutics . . . . . . . . . . . . . . . . . . . . . . . 21 NextEra Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Peloton Interactive . . . . . . . . . . . . . . . . . . . . . . 33,36
Autodesk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 NIO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Pfizer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7,36
Procter & Gamble . . . . . . . . . . . . . . . . . . . . . . . . . 25
PVH . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
B Bank of America . . . . . . . . . . . . . . . . . . . . . . . . 25,36
Bank of Nova Scotia . . . . . . . . . . . . . . . . . . . . . . . 11
Best Buy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,36 R Rivian Automotive . . . . . . . . . . . . . . . . . . . . 10,22,36
BioNTech . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Robinhood Markets . . . . . . . . . . . . . . . . . . . . . . . . S6
Blackstone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Ross Stores . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Blackstone Group . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Royal Bank of Canada . . . . . . . . . . . . . . . . . . . . . 11
Rupert Murdoch Executive Chairman, News Corp Royal Dutch Shell . . . . . . . . . . . . . . . . . . . . . . . . . 36
Robert Thomson CEO, News Corp Almar Latour CEO, Dow Jones
C Canadian Imperial Bank of Commerce . . . . . 11 SENIOR VICE PRESIDENT, BARRON’S GROUP Mae M. Cheng
Canoo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 ASSOCIATE PUBLISHER, BARRON’S GROUP Dan Shar S Salesforce.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Carnival . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 MANAGING EDITORS, BARRON’S GROUP Jeremy Olshan, Dave Pettit Snowflake . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
Casper Sleep . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Southwest Airlines . . . . . . . . . . . . . . . . . . . . . . . . . 15
Chevron . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,36 Splunk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Cisco Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 EDITOR IN CHIEF David Cho Square . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S6
Cognizant Technology Solutions . . . . . . . . . . . . 21 StepStone Group . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Coinbase Global . . . . . . . . . . . . . . . . . . . . . . . . . . . S6 EXECUTIVE EDITOR Bob Rose SENIOR MANAGING EDITOR Lauren R. Rublin
Switch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
ConocoPhillips . . . . . . . . . . . . . . . . . . . . . . . . . . 24,34 DEPUTY EDITOR Alex Eule DEPUTY EDITOR Ben Levisohn Synopsys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Cooper Cos. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 EDITORIAL DIRECTOR, INVESTING & ASSET MANAGEMENT Beverly Goodman
CoreSite Realty . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 EDITORIAL DIRECTOR, MAGAZINE Phil Roosevelt
CrowdStrike Holdings . . . . . . . . . . . . . . . . . . . . . 11
Cryoport . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 MANAGING EDITOR, DIGITAL Matt Bemer MANAGING EDITOR, FEATURES Jeffrey Cane T Target . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
CyrusOne . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 MANAGING EDITOR, ENTERPRISE Brian Hershberg MANAGING EDITOR, NEWS Joe Woelfel Tata Consultancy Services . . . . . . . . . . . . . . 18,21
ASSISTANT MANAGING EDITORS Anita Hamilton, Mary Romano, Robert Sabat Tesla . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22,30
Toronto-Dominion Bank . . . . . . . . . . . . . . . . . . . . 11
ASSOCIATE EDITORS Andrew Bary, Randall W. Forsyth, Jack Hough, Reshma Kapadia, Eric J. Savitz Twilio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
D Daimler . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Deere . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 SENIOR WRITERS Bill Alpert, Lisa Beilfuss, Daren Fonda, Al Root, Avi Salzman,
Dick's Sporting Goods . . . . . . . . . . . . . . . . . . . . . 12 Alexandra Scaggs, Lawrence C. Strauss
DocuSign . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 REPORTERS Luisa Beltran, Pierre Briançon, Jack Denton, Carleton English, Sabrina Escobar, Nicholas Jasinski, U Ulta Beauty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Dollar General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Callum Keown, Evie Liu, Shaina Mishkin, Josh Nathan-Kazis, Teresa Rivas, Lina Saigol, Connor Smith, Jacob Sonenshine United Airlines . . . . . . . . . . . . . . . . . . . . . . . . . 15,36
DXC Technology . . . . . . . . . . . . . . . . . . . . . . . . . . 21 UnitedHealth Group . . . . . . . . . . . . . . . . . . . . . . . 25
STORY EDITORS Henry Cutter, Mel Gray, Camilla Imperiali, Ed Lin, Erin McCarthy,
Stacy Ozol, Rupert Steiner (London bureau chief)
E Ericsson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Etsy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 COPY DESK Michael J. Burlingham, Richard Rescigno, Robert Teitelman
V Veeva Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
IDEAS EDITOR Matt Peterson Verizon Communications . . . . . . . . . . . . . . . . . . . 11
Vonage Holdings . . . . . . . . . . . . . . . . . . . . . . . . 10,36
DEPUTY DIGITAL MANAGING EDITOR Zoe Szathmary
F Ford Motor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 SENIOR AUDIO MANAGER Mette Lützhøft DIGITAL PRODUCERS Robert Cushing, Clare McKeen, Malak Saleh
ART DIRECTORS Robert Connolly, Nick Hallam, Sue Ng W Walmart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
DIRECTOR OF PHOTOGRAPHY Sarina Finkelstein PHOTO EDITORS Sam Kelly, Nicole Silver Williams-Sonoma . . . . . . . . . . . . . . . . . . . . . . . . . . 24
G Gap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Wipro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
General Electric . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 RESEARCH DIRECTOR Pauline Yuelys RESEARCHER Dan Lam
Gentherm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 STATISTICS MANAGER Michael T. Kokoszka STATISTICIAN Darren Chima
GlobalFoundries . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Grayscale Bitcoin Trust . . . . . . . . . . . . . . . . . . . . S8 MANAGER, ADVERTISING SERVICES James H. Balmer ASSOCIATE MANAGER Ward S. McGuiness
X XPeng . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
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Columbia Total Columbia Strategic DIAL | Columbia Columbia Mortgage
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UP & DOWN WALL STREET

As usual, markets were thin on the day after
Thanksgiving, with many people taking the day
off. That typically exaggerates price moves.
Yes, Black Friday Was

from its current 0% to 0.25% floor. 2020, just before the pandemic took
At the Nov. 2-3 meeting of the Fed- hold. But the labor force participation
eral Open Market Committee, the rate among “prime age” workers—
policy-setting panel announced that it those 25 to 54 years old—has stalled
Painful, but Investors

would taper its purchases by $15 bil- since July, after a sharp recovery from
lion per month. Since then, with infla- the pandemic-induced decline. That
tion running at a three-decade high, a was contrary to widespread expecta-
few Fed officials have suggested that a tions of a big return to work once
Shouldn’t Panic
faster reduction should be considered. schools reopened and generous jobless
In addition, President Joe Biden’s benefits expired in September.
announcement this past week that he Deutsche Bank economist Justin
will nominate Fed Chairman Jerome Weidner’s parsing of the data finds
Powell for a second four-year term, that continued caregiving needs ex-
B
along with Lael Brainard as vice chair, plain about half the decline in prime-
eliminated some uncertainty about the age labor force participation since
lack Friday is known population has received vaccines since central bank’s policy team. Both nomi- February 2020, mainly among those
for big markdowns, but then. And mRNA vaccines, like nees have supported the Fed’s empha- with school-age children. No specific
not like these. Stocks, Pfizer’s (ticker: PFE) and Moderna’s sis on achieving maximum employ- reasons were given for the other half
commodities, and bond (MRNA), can be revised to fight new ment across all population groups. of the decline, but Weidner suggests
yields plunged on Fri- variants, though how quickly is unclear. Based on the FOMC’s preferred that Covid fears might be a factor. If
day after news of a new Perhaps the latest threat may lead some inflation measure, the personal con- they persist, full employment could
coronavirus variant vaccine-hesitant folks to get the jab. sumption price deflator, the central equate to a higher jobless rate than
from South Africa, which was feared to It’s also too soon to say what effect, if bank has more than achieved its goal the prepandemic low, he adds.
set off the next wave of the pandemic. any, news of Omicron might have on of lifting inflation over its 2% target. In that case, the Fed would be close
The question for investors is whether By Randall W. monetary policy makers’ deliberations. The PCE deflator ran at 5.0% in the to “mission accomplished” on its dual
these moves say more about the state of Forsyth Prior to that news, which came out on 12 months through October and, with objectives of maximum employment
the markets than the potential impact Friday morning in Asia, markets had food and energy costs deducted, at a and inflation staying above its 2% target
of the variant itself. increasingly speculated that the Federal 4.1% core rate. for a time, allowing a normalization of
As usual, markets were thin on the Reserve could accelerate the scaling As for full employment, the question policy. “We view the ‘emergency policy’
day after Thanksgiving, with the most back of its purchases of Treasury and is more about the supply of willing settings put in place in the wake of the
important people off for an extended agency mortgage securities. A quicker workers than the demand for labor. second-quarter 2020 response to the
holiday, leaving us plebes to hold the windup would permit an earlier start to October’s 4.6% jobless rate was above Covid crisis to be wildly incongruent
forts. That typically exaggerates price lifting the federal-funds target range the 3.5% trough reached in February with the economic reality on the
moves, as there are fewer market ground today,” writes Bob Miller,
participants to take the other side BlackRock’s head of Americas Funda-
of trades, many of which these days mental Fixed Income.
are triggered by computer algorithms. Pre-Omicron Covid variant, the fed-
That might have caused the markets funds futures market had priced in two
to shoot first and ask questions later, one-quarter-percentage point increases
observes Evercore ISI, in perhaps a in the Fed’s key policy rate during 2022.
case of muscle memory from previous An initial liftoff in June, previously seen
violent moves from Covid. Quite sim- as a slam dunk, was only a bit better
ply, nobody yet knows what the eco- than an even-money bet by week’s end,
nomic impact might be. according to the CME FedWatch site.
The new variant, dubbed Omicron November’s jobs report, due on Fri-
by the World Health Organization, day, normally would be an important
may be more transmissible and pose a input for the deliberations at the Dec.
greater reinfection risk than previous 14-15 FOMC meeting. Consensus fore-
ones. So far, the official reaction has casts center on a further dip in the job-
been to restrict air travel, with the U.S. less rate, to 4.5%, and a 525,000 rise in
joining the European Union on Friday nonfarm payrolls. Absent the latest
in curbing flights from southern Afri- virus news, another robust jobs report
can nations where the variant emerged. might have justified a faster taper.
In particular, it’s too early to know
L
whether stricter curbs on economic ots of parallels have been
activity, similar to those imposed earlier drawn between the current
in the pandemic, will be needed. More- era and the irrationally exu-
over, a far greater percentage of the Black Friday shoppers at F.A.O. Schwarz in New York were undeterred by news of the Covid Omicron variant. berant days of the dot-com
Up & Down Wall Street (continued)
boom ahead of the turn of the century. One back to 1%, and core prices, to 2% by the
aspect of that time, the Y2K scare, is dimly end of 2022, the firm predicts.
Supply, recalled—and if so, only as a joke. That, of

course, was the supposed bug that, it was
feared, would crash old computers that
But that doesn’t tell the whole inflation
story. Joe Carson, the former chief econo-
mist at AllianceBernstein, says that pres-
unchained.
couldn’t cope with dates past 1999, cata- sures have moved from particular areas
strophically bringing down vast networks such as used-car prices, which have slid
controlling utilities and payment systems. from their peak, to food and energy costs,
And, it may be recalled, none of that pushing overall consumer prices up over
happened. The dire warnings about Y2K 6% from their year-earlier levels.
We’ve made millions of parts for did spur massive upgrades and modern- “The next phase of the inflation cycle
ization of systems, touching off a technol- will be in consumer services,” he writes.
thousands of companies like Rawlings, ogy capital-spending boom. After the up- “Owners’ housing costs are the most sig-
grades were completed by New Year’s Day nificant service component, with a weight
Colgate-Palmolive, and Aptiv. 2000, however, there came a technology of 23%. In the consumer price index, the
investment bust that helped precipitate the cost of owners’ housing is rent or the
following year’s recession. implied rent that owners would have paid
Our Cloud Manufacturing Platform™ The Fed’s steady tightening of monetary if they were renting their home. The
policy in 1999-2000 during the tech boom owner’s rent series lags the rise in home
combines software and a network also might have had something to do with prices by six to 12 months. Home prices
the ensuing downturn. are up roughly 20% in the past year,
of microfactories. That episode has inspired a sense of while owners’ rent is up a mere 2.9%.
déjà vu for Nancy Lazar, the head of Cor- Owners’ rent increases could easily dou-
nerstone Macro, who sees Covid-19 as Y2K ble in the next year, lifting overall con-
It makes it possible for everyone 2.0. The pandemic pulled forward lots of sumer price inflation by far more than
spending by consumers, such as a rush to what used car and truck prices did in the
to optimize designs, store parts in our buy automobiles by those fleeing locked- spring of 2021.”
down cities for homes in the suburbs. And The Fed is misguided in thinking that
virtual warehouse, and produce them more that has caused the huge run on merchan- inflation will abate to its preferred 2% range
flexibly, efficiently, and sustainably. dise needed for those new digs, notably next year, as implied by the most recent set
appliances and furniture, plus computers of expectations published at its September
for work from home. policy meeting, if consumer demand rotates
With that has come the much-covered from goods to services, he says.
Empowering the world to design supply-chain snags, with now endless Moreover, price rises have been most
video of shipping containers stacked high acute outside of what is measured in the
and make what it needs, on West Coast docks, waiting to be picked conventional price indexes, producing
when and where it’s needed. up by truckers, also in short supply. But, as what Carson calls “everything” inflation.
Lazar related in client notes this past week, For instance, the Case-Shiller home
the crunch is already easing, with the price index is up almost 20% from a year
sharp spikes in shipping rates beginning earlier, with the value of residential hous-
to reverse. And contrary to tales of empty ing equal to 1.5 times U.S. gross domestic
shelves ahead of the holidays, the pan- product. The ratio was topped only by the
demic-inspired run is about to reverse, too. notorious housing bubble in the first de-
As the pulled-forward demand eases, cade of this century and was even higher
she looks for sales of Covid-boosted prod- than the one in the inflationary 1970s.
ucts to fade. That’s already happening The inflation in equities is even more
at Clorox (CLX), Peloton Interactive acute, he continues, with the S&P 500
(PTON), the streaming business at Walt index up 40% in the past year. Based on
Disney (DIS), and Netflix (NFLX). Grow- the mid-2021 valuations by the Fed, the
ing inventories and slowing sales portend ratio of the market value of domestic com-
falling prices, reversing the surge that has panies to GDP stood at a record 2.5 times.
made for downbeat consumer sentiment That marks a reversal of the inflation cycle
and depressed polls for the president. of the 1970s, when equities’ value slumped
Cornerstone Macro forecasts that the to a post–World War II low of 0.5 times
payback from the pulled-forward demand GDP.
will result in slowing sales and swelling The Fed faces a dilemma, Carson says.
inventories, a broad manifestation of the Tighter monetary policy will be needed to
surfeit of hand sanitizer now evident in cool or kill inflation, but which inflation
stores (which diverted oceans of alcohol cycle will it kill first? It’s usually the one
from preferable potable uses). That, in that has increased the most, he concludes. B
turn, should bring inflation off the boil
next year, with overall inflation falling email: randall.forsyth@barrons.com
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P R EV IEW Friday The Bureau of Labor Statistics releases the jobs report Sign up for the Review &
for November. Economists forecast a 525,000 gain for
nonfarm payrolls, and for the unemployment rate to tick Preview daily newsletter at
down a tenth of a percentage point to 4.5%. Barrons.com/reviewpreview
Monday 11/29 by 571,000 in October.
The National Association of Realtors The Census Bureau reports data on

releases its Pending Home Sales Index construction spending. Economists
for October. The consensus estimate is forecast a 1% month-over-month
for a 117 reading, roughly even with the increase for construction outlays, to a
September figure. The index, a for- seasonally adjusted annual rate
ward-looking indicator of home sales, of $1.59 trillion.
based on contract signings, fell 8%,
year-over-year, in September and has
declined for four consecutive months Thursday, 12/2
from the previous year’s levels.
Canadian Imperial Bank of Com-
merce, Cooper Cos., DocuSign,
Tuesday 11/30 Dollar General, Kroger, Marvell
Technology, Toronto-Dominion
Bank of Nova Scotia, GlobalFound- Bank, and Ulta Beauty hold confer-
ries, Hewlett Packard Enterprise, ence calls to discuss earnings.
HOPE FOR 2022 NetApp, Salesforce.com, and
Zscaler report earnings. The Department of Labor reports
Dog Days
Hangdog initial jobless claims for the week
For four of the last five years, the S&P CoreLogic releases the Case- ended on Nov. 27. Claims hit a 52-year
Dogs of the Dow have trailed the Dow Shiller National Home Price Index low in this past week’s report, and the
for September. Economists forecast a four-week average is now only slightly
For Dow Dogs

industrials in total return.
19.5% year-over-year gain, slightly higher than prepandemic levels.
Dogs of the Dow and Dow Jones less than August’s 19.8% jump, which
Industrial Stocks Total Return,
was a fifth straight record increase
2017 to 2021 YTD
30% Dogs Total Return
for the index. Friday 12/3
The Dogs are in the doghouse again. The Dogs of the Dow,
DJIA Total Return
the 10-highest yielding stocks in the Dow Jones Industrial The Institute for Supply Manage- Bank of Montreal reports fiscal
Average, have returned 10.6% in 2021 (including dividends) 20 ment releases its Chicago Purchasing fourth-quarter 2021 results.
based on Nov. 24 prices, behind the index’s 18.9% total return Manager Index for November. Expec-
10
and the S&P 500’s 26.8%. While 2021 isn’t over, the Dogs are 2018 tations are for a 68.9 reading, roughly The ISM releases its Services PMI
on track to trail the Dow for four of the last five years. Dogs’ even with the October data. The infor November. The consensus estimate
0 Return=0%
The Dogs are popular income and contrarian invest- dex is slightly below its record peak, is for a 65 reading, versus October’s
ments. Most investors rebalance annually at year end. The hit in May. 66.7, which was a record for the index.
-10
idea: buying the Dogs each year allows them to rotate into
financially strong, out-of-favor high-dividend stocks. 2017 ’18 ’19 ’20 ’21YTD The Conference Board releases its
Next year could be better. The portfolio of 10 likely Dogs Consumer Confidence Index for No- Coming Earnings
Consensus Estimate Year ago
yields an average of 4%, against 1.7% for the Dow and 1.3% Trailing the Pack vember. The consensus call is for a T
for the S&P 500. The dividends on all 10 look secure. The 110.4 reading, about three points be- NetApp (Q2) $1.21 1.05
Despite high yields, the Dogs of the
Dogs offer an alternative to low-yielding bonds, with dou- low October’s. The index is sharply salesforce.com (Q3) 0.92 1.74
Dow were hurt by losses from a few
ble the yield of the 30-year Treasury. The strategy this year down from its postpandemic high, Zscaler (Q1) 0.12 $0.14
stocks, and mediocrity from others. W
has been hurt by declines in two Dogs, Amgen and Veri- reached this summer, in part due to
CrowdStrike (Q3) 0.19 0.10
zon Communications, and just one big winner: Chevron, Year to Date Total Returns of inflation concerns. Five Below (Q3) 0.29 0.36
up 39% with a 4.8% yield. Nine of the 10 will likely be 2021 Dogs of the Dow Components Okta (Q3) -0.11 -0.24
back, based on current yields. Cisco Systems could drop Snowflake (Q3) -0.03 -0.06
out for Intel, whose yield is just a tenth of a point behind. Company / Ticker
YTD Return
(including divs)* Wednesday 12/1 More Earnings on Page 58.
One factor working in favor of the 2022 Dogs is valuation. IBM / IBM
Verizon Communication / VZ
1.4%
-9.5
Consensus Estimate
Seven of the 10 have price/earnings ratios of 12 or less based Dow / DOW 6.7
CrowdStrike Holdings, Okta, PVH, Day Consensus Est Last Period
T November Consumer Confidence 111.5 113.8
on projected 2022 earnings—against the S&P’s 21 multiple. Chevron / CVX 39.5 Royal Bank of Canada, Snowflake,
W October Construction Spending 0.7% -0.5%
The knock against the Dogs is that it’s become a static Walgreen Boots Alliance / WBA 22.3 Splunk, Synopsys, and Veeva Sys-
Illustration by Elias Stein
F November Nonfarm Payrolls 530,000 531,000

portfolio of old-economy stocks. The fastest-growing Dow Amgen / AMGN -7.6 tems report quarterly results. November Unemployment Rate 4.5% 4.6%
stocks yield under 2%—Microsoft, Apple, Home Depot— 3M / MMM 5.8 October Factory Orders 0.50% 0.20%
Merck / MRK 6.2
and aren’t likely to fall into the Dog camp, barring a plunge ADP releases its National Employ- Unless otherwise indicated, times are Eastern. a-Advanced;
Coca-Cola / KO 2.9 f-Final; p-Preliminary; r-Revised Source: FactSet
in stock prices. A $10,000 investment in the Dogs at the end Cisco Systems / CSCO 22.5 ment Report for November. Private- For more information about coming economic reports
of 2009 would have grown to about $40,000, against *Prices as of 11/19 sector employment is expected to - and what they mean - go to Barron’s free Economic
$46,000 for the Dow, Barron’s calculates. — Andrew Bary Sources: Dogsofthedow.com; Bloomberg increase by 510,000 jobs after rising Calendar at www.barrons.com
FOLLOW-UP
Black Friday shoppers flocked to bricks-and-
mortar stores even as new Covid fears arose,
bolstering the bullish outlook for retail sales.
Fuel Your Dick’s Sporting Goods (DKS) reported

flat online sales in the same period. Both
reported higher overall sales.
Portfolio
A lack of door-buster discounts might be
one thing that trips up shoppers. “This
might be the first holiday season where
consumers won’t win the game of ‘discount
chicken,’ ” says Rob Garf, vice president of
retail at Salesforce, describing shoppers’
tendency to wait until the last possible mo-
ment to get the best deals.
Overall holiday sales are expected to
increase at a record pace. The National Re-
tail Federation projects total spending will
be up as much as 10.5%, to $859 billion,
Hydrogen ETF from a year ago.
A Strong Start
As Black Friday ushered in the holiday
HYDR
shopping season, retailers turned in a
mixed bag for the recent earnings season.
For Retailers
Macy’s beat Wall Street expectations and
raised its guidance on fiscal-year sales to
between $24.12 billion and $24.28 billion,
up from $23.55 billion to $23.95 billion. The
stock (M) was down 12% for the week but
is up 171% this year.
Despite hiccups on supplies and labor, Other retailers weren’t as successful at
physical stores continue a comeback navigating supply-chain disruptions. Gap
(GPS) said it suffered from “acute supply-
chain headwinds” while Nordstrom
By LOGAN MOORE (JWN) said it had a shortage of merchan-
1 (888) 493-8631 dise at its Nordstrom Rack off-price chain.
M
GLOBALXETFS.COM acy’s CEO Jeff Gennette stood in Gap stock slumped 28% for the week;
the middle of the department store Nordstrom tumbled 31.5%, the worst week
in New York’s Herald Square on for the stock since 2008.
the morning of Black Friday, talk- Walmart (WMT), which declined 1.8%
ing about how the crowds are back at for the week, and Target (TGT), off 1.6%,
® bricks-and-mortar stores. have plenty of inventory to stock shelves
Beyond Ordinary ETFs “We’re not going to disappoint custom- but face questions from investors on
ers,” he told CNBC, noting that the re- whether inflation and labor costs will hurt
tailer’s inventory is about 20% higher than the bottom line.
Investing involves risk, including the possible loss of principal. Hydrogen last year because it avoided supply-chain Overall online sales remain strong. U.S.
companies typically face intense competition, short product lifecycles and snafus by ordering merchandise early and consumers spent $6.9 billion online on
potentially rapid product obsolescence. They may be significantly affected using different ports. Thanksgiving Day, up 1% year over year,
by fluctuations in energy prices and in the supply and demand of renewable Fears over a heavily mutated variant of according to estimates by Salesforce. The
energy, tax incentives, subsidies and other governmental regulations and Covid-19 sent the S&P 500 index 2.3% cloud-based software company projected
policies. Investments in smaller companies typically exhibit higher volatility. lower on Friday, with retail stocks sliding U.S. online sales of $12.9 billion for Black
HYDR is non-diversified. 2.4%. Consumers didn’t pay much atten- Friday, the same level as last year.
Carefully consider the Fund’s investment objectives, risk factors, charges tion, continuing their return to physical The retail federation estimated that a
and expenses before investing. This and additional information can be stores, a trend that Barron’s highlighted in a total of 58.1 million people would shop on
recent cover story. Saturday, and 62.8 million on what has
found in the Fund’s full or summary prospectus, which are available at
According to early data by Mastercard become known as Cyber Monday.
David Paul Morris/Bloomberg

globalxetfs.com. Read the prospectus carefully before investing. SpendingPulse, Black Friday in-store Even after Friday’s decline, the SPDR
Shares of ETFs are bought and sold at market price (not NAV) and are not sales were up nearly 43% compared with S&P Retail exchange-traded fund (XRT),
individually redeemed from the Fund. Brokerage commissions will reduce the same time a year ago. Online sales is up 51.1% this year and is on pace for its
returns. Distributed by SEI Investments Distribution Co. were up 10.6%. best year since 2009, when it rose 74.8%.
Earlier this past week, electronics re- Despite some hiccups, robust overall
tailer Best Buy (ticker: BBY) said its online sales point to happy holidays for most re-
sales declined in its recent quarter, while tailers. B
THE EC ONOMY
News over the Thanksgiving holiday of a new,
fast-spreading virus variant gives the Fed
reasonable cover to demur on tightening.
Markets Have Interest

all of Powell’s talk of tools to deal tion-is-transitory argument also
with inflation, there is really only thinks interest rates won’t rise much,
one: raising interest rates. Tightening if at all, for a different reason. Rosen-
monetary policy didn’t go so well the berg says the fragility of the U.S.
Rate Bets Wrong.

last time it was tried, before the pan- economy is underappreciated. “The
demic. Powell quickly had to reverse inflationistas who have been calling
the rate increases he’d initiated. And for inflation over the past decade are
the Fed might be about to become like dogs with a bone and they just
Here’s Why.
even more dovish, as Governor Lael won’t let go,” he says. “The risk runs
Brainard is installed as vice chair and the other way.”
as Biden fills three vacant seats on the Rosenberg rejects the growing con-
seven-member policy-setting board. sensus view that inflation has spread
Powell has repeatedly said the to stickier places, like rents, and is
path of the economy and monetary being underpinned by troublingly
N
policy depends on the path of the low workforce participation. His fore-
ow that Jerome Powell has action than the two to three rate in- pandemic, which isn’t over. News cast? Zero rate increases next year
been nominated to a sec- creases investors expect next year. over the Thanksgiving holiday of a and beyond.
ond term as Federal Re- Consider the recent contract rati- new fast-spreading virus variant “This may be the biggest bet
serve chairman, markets fied by the United Auto Workers and gives the Fed reasonable cover to against market pricing I’ve ever had
think they know what manufacturer Deere (ticker: DE), demur on tightening. on the books,” says Rosenberg, argu-
they are getting. They which includes a quarterly cost-of-liv- There is a catch, however. If the ing that the supply response to boom-
might be mistaken. ing adjustment. The UAW/Deere con- Fed resists raising rates in 2022 by ing demand, such as in new housing
In picking Powell, President Joe tract affects only about 10,000 work- enough to douse inflation, Yardeni construction, is totally underesti-
Biden gave investors what they ers; the number of workers with says officials will have to move the mated.
wanted: a central-bank head they By Lisa Beilfuss COLAs peaked at about six million in goal post. In that case, he expects Moreover, the Fed might have tied
know, like, and believe they can 1975-76. But economists worry this Powell will raise interest rates no its own hands, Rosenberg suggests,
count on to act as a type of mystical throwback to the 1970s and 1980s more than twice in the second half of making the debate over inflation ef-
dove, at once leaving monetary pol- reflects consumers’ difficulty in keep- 2022, and predicts the Fed will fectively moot. The U.S. economy is
icy ultraloose while maintaining ing up with inflation, and is a harbin- change its longstanding inflation tar- more sensitive than ever to asset
price stability. But a reality check is ger of the dreaded spiral that occurs get to 3% from 2%. Doing so would be prices, and, in his view, the stock
in order. when workers demand more pay to more than semantics, with busi- market and the housing market are
There are two ways the next few keep pace with rising prices, and nesses, consumers, and investors all each about 15% overvalued. “If we get
years could play out economically, prices in turn chase pay even higher. having to adjust to a new normal. mean-reversion in equities and hous-
and neither involves both rock-bot- The second scenario, more likely David Rosenberg, chief economist ing, which are where they are because
tom rates and back-to-target infla- especially in light of renewed Covid at Rosenberg Research & Associates, of interest rates, you’re going to have
tion. Investors are in for a reckoning concerns, suggests that investors are goes a step further. The longtime some humdinger of an asset defla-
in one direction or the other. assuming too much policy action. For bear and ardent defender of the inflation,” he says.
Under the less likely scenario, He suspects the Fed won’t tolerate
Powell’s second term will become the carnage.
Volcker 2.0, says Ed Yardeni, presi- Falling Peaks Several recent data points support
dent of Yardeni Research. That’s a Interest rates are topping out at progressively lower levels during monetary-policy tightening cycles Rosenberg’s view that the economy
reference, of course, to former Fed isn’t exactly on fire. Digging into the
Fed Funds Rate
Chairman Paul Volcker, who effec- 20% October retail sales report, one finds
tively hit the economy over the head that about half of the better-than-ex-
with a two-by-four in the late 1980s pected increase was because of higher
as he raised interest rates to an un- 15
prices. Drop the seasonal adjustment
precedented 20% to curb inflation. that gets wacky around the holidays
Yardeni pegs the odds of Powell and first-time claims for unemploy-
channeling Volcker at 25%. It isn’t his ment insurance rose to a six-week
10
base case, but he calls it a risk sce- high in the latest week, a very differ-
nario that investors shouldn’t dis- ent headline than hitting the 1969 low
miss. for seasonally adjusted claims.
5
“They have created a mess they All of this makes it worth question-
need to clean up,” Yardeni says of the ing the growing assumptions for rela-
Fed in reference to inflation, adding tively more hawkish Fed policy—not
that the groundwork exists for the 0 because it isn’t warranted, but because
kind of wage-price spiral that would 1970 ’90 2000 ’10 ’20 of the constraints policy makers face,
require much more aggressive policy Source: Federal Reserve Bank of St. Louis whether they like it or not. B
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Covid Shows It Can

Still Rattle Markets
The emergence of a troubling new variant triggers a global selloff. Still,
it’s not yet clear if the strain will force a broader financial recalculation.
BY AVI SALZMAN cates things, but I also think you
I
should have some optimism that we’ve
t took just hours for the mar- been living with this for almost two
ket’s mood to shift from the years now and companies have
bliss of a full Thanksgiving adapted. I think whatever comes out
table to the panic of a new of this, we have somewhat of a play-
Covid-19 variant. book on how to deal with it, unlike the
The shock that a new version first time.”
of the virus is spreading caused Investors are counting on the whether it can evade human immune Travelers waiting to focused companies like Southwest
get a Covid test at
the Dow Jones Industrial Average to Federal Reserve to step in if needed, responses. O.R. Tambo Interna- Airlines (LUV), off 4.3%. Hotel
drop 900 points on Friday, its worst betting that it will delay an interest- Governments wasted no time in tional Airport in chains tumbled too, with both Hilton
Johannesburg,
performance in more than a year. U.S. rate increase until next September. restricting travel, however. The U.S., South Africa, on
(HLT) and Marriott International
crude plunged 13%, and the 10-year The new Covid variant, which the United Kingdom, Germany, Italy, and Friday. The new (MAR) dropping more than 6%.
Treasury yield fell as investors flocked World Health Organization has given Singapore halted flights from South Covid variant, called Advisors were not rushing to rec-
Omicron, was first
to havens. The selloff spanned the the Greek letter Omicron, was first Africa and nearby nations. Officials in identified in South ommend travel stocks, but some said
globe, with the Stoxx Europe 600 identified in South Africa. Only a few other countries are considering similar Africa. that the selloff presented a buying
Index falling 3.7% and the iShares dozen cases had been diagnosed as of restrictions, with the European Com- opportunity in other areas. The Wells
MSCI World exchange-traded fund Friday, but some have already been mission advising that countries block Fargo Investment Institute told clients
(ticker: URTH) off by 2.2%. found in Hong Kong, Belgium, and entry to passengers from countries that cyclical stocks like financials and
It was “sell first and ask questions Israel. The variant is worrisome where the variant has been identified. industrials were worth buying at cur-
later,” wrote Ryan Detrick, chief mar- because it has more mutations than The sudden restrictions cast a pall rent levels, for instance.
ket strategist at LPL Financial. prior strains, which could make it over the travel industry, which sold Finding a calm place to wait out
The market closed at 1 p.m. in the more transmissible or affect how off en masse. Cruise lines had it worst, the uncertainty isn’t so easy, however.
U.S. because of holiday hours, and well the immune system combats it. with Royal Caribbean (RCL) falling Despite inflation fears, bonds and
volume was thin, which may have The WHO said after a Friday meet- 13%. The U.S. Global Jets ETF Treasuries offer remarkably low
exacerbated the volatility. ing that the variant was one “of con- (JETS) fell 7.2%, with shares of air- yields. The 10-year note offers a 1.48%
The selling followed a familiar cern” and that early evidence showed lines focused on international travel yield, less than half the rate it offered
Covid-era pattern. Shares of compa- that it creates a higher risk of reinfec- like United Airlines (UAL), down three years ago.
nies that cater to stuck-inside consum- tion. It may take weeks to determine 9.6%, faring worse than domestic- But the value of having some
ers, like Zoom Video Communica- money in fixed-income products, and
tions (ZM), and vaccine-makers even gold, was apparent on Friday.
Moderna (MRNA) and Pfizer (PFE), The Stay-at-Home Trade Returns Gold prices were flat on the day—cold
rose, while reopening stocks like Heading into Thanksgiving, these Nasdaq pandemic plays were down for the year. They all rose on Friday. comfort, but some comfort nonethe-
Delta Air Lines (DAL) plunged. less. Bitcoin, sometimes called digital
The drop was a reminder that Friday, Nov. 26 2020 % YTD % Market gold, tumbled along with other risk
Covid is still the most powerful force Company / Ticker % Change Change Change* Value (bil) assets, dropping 8%. Investment-
in the markets, and is likely to drive Zoom Video Communications / ZM 5.7% 395.8% -38.3% $65.3 grade corporate bonds also outper-
market action more than inflation in Peloton Interactive / PTON 5.7 434.2 -71.1 15.2 formed, with the iShares iBoxx $
the short term. Yet it may be prema- Logitech International / LOGI 5.4 106.1 -17.2 14.7
Investment Grade Corporate Bond
ture to consider Friday’s slide a true ETF (LQD) rising 0.8%.
Take-Two Interactive Software / TTWO 3.3 69.7 -20.9 19.6
change in trends. The new variant is Lerner of Truist notes that the
concerning, but it will force a financial Five9 / FIVN 2.7 165.9 -20.7 9.7 bank recommends being underweight
reckoning only if it’s proved to evade Zynga / ZNGA 2.1 61.3 -36.1 7.2 in fixed income. But, he adds, “We’ve
the protection of vaccines. Selloffs Roku / ROKU 1.6 148.0 -30.3 31.6 continued to remind our investors
Sumaya Hisham/Reuters
prompted by news of prior variants Beyond Meat / BYND 1.6 65.3 -39.6 4.9 that even though we’re underweight,
have tended to be short-lived. that doesn’t mean we’re excluding
Okta / OKTA 1.4 120.4 -13.6 34.4
“We’ve seen other variants that those investments. On a day like to-
DraftKings / DKNG 1.3 335.1 -23.6 28.8
have been more fleeting,” says Keith day, one of the main asset classes that
Lerner, co-chief investment officer at Illumina / ILMN 1.2 11.5 -1.2 57.8 are outperforming is still high-quality
Truist Advisory Services. “It compli- *Through Nov. 24, 2021 Sources: Dow Jones Market Data; FactSet fixed income.” B
AFTER A LOST DECADE ,
IBM HITS RESE T

IBM CEO Arvind Krishna is taking a page from Microsoft’s hugely successful playbook:
He’s casting off nonessential business and doubling down on the cloud and AI.
And soon, IBM could be growing for the first time in a decade.
BY ERIC J . SAVITZ
A
decade ago, IBM pulled off one of the CEO who is making serious and lasting changes Mohan, the hardware analyst at BofA Global
greatest coups in the history of public to its structure and ambitions. Research. He says, “Microsoft is an interesting
relations. The company’s artificial intelli- Arvind Krishna was named chief executive in comp....I look at Arvind as a leader that could
gence platform, known as Watson, went January 2020, after years running IBM’s cloud be as transformational as Satya.”
on Jeopardy! and, over three episodes, unit. His appointment was reminiscent of Satya “There is an increased appetite on the Street
crushed the quiz show legends Ken Jennings and Nadella’s promotion to Microsoft’s top job in to understand the trajectory of the business,”
Brad Rutter, all in front of the program’s largest 2014. A surprise choice, Nadella has engineered Mohan says of IBM. “If the stock starts to move
TV audience in years. “I, for one, welcome our what could be the greatest turnaround in tech higher, you could get a performance chase.”
new computer overlords,” Jennings, who once history, catapulting Microsoft (MSFT) from a It’s hard to blame Mohan’s analyst peers for
won 74 Jeopardy! games in a row, wrote below dead-money stock to the second-largest company, not being nearly as bullish. Aside from a small
one of his Final Jeopardy answers. by market value, in the world. gain in 2018, IBM has posted annual revenue
The stunt turned Watson into a household For investors who missed Microsoft’s turn- declines for the past decade. Last year, the com-
name, and raised expectations for the societal around, IBM could offer a second chance. To be pany generated sales of $73.6 billion, down 31%
and financial impact of IBM’s AI business. sure, you’d be hard-pressed to find many on Wall from its 2011 peak. Wall Street analysts haven’t
Among other things, IBM thought that Watson Street who think IBM can reproduce Microsoft’s yet updated their financial models for IBM’s
had the power to improve medical research and remarkable revival. Of the 19 IBM analysts tracked information-technology services spinoff, but the
diagnostics. But instead of saving the world, Wat- by Bloomberg, just six have Buy ratings. company is forecasting annual mid-single digit
son became an albatross, symbolizing IBM’s lost But, in fact, IBM is starting to look like Micro- revenue growth starting next year and running
decade. Since peaking in 2013, IBM (ticker: IBM) soft Jr: It has a new leader, pulled from its own through 2024. A return to consistent revenue
is down 21%, even including dividends, while the deep bench of talent. It has restructured its busi- gains would mark a major turning point—one
S&P 500 index has returned 255%. ness. It has doubled down on the cloud and AI. that investors could begin rewarding early.
Investors have understandably forsaken Big And next year, it is likely to start growing again, If IBM proves that it can return to growth,
Blue, but it may be time to start paying attention to for the first time in a decade. the stock could see a gain of 50% or more in the
it again. IBM is repairing its reputation with a new One of Wall Street’s few believers is Wamsi years to come.
Under CEO Arvind Krishna,

IBM’s Research Center in
Yorktown Heights, N.Y., is
thinking big once again.
Photography by BENEDICT EVANS

$200
REASON FOR HOPE
Since peaking in 2013, IBM has lost 21% of its value, including dividends. 2020: IBM names
Arvind Krishna as
But IBM has a history of adapting to the times, and a new strategy could
CEO, succeeding
help the stock in years to come. Rometty.
150 INTERNATIONAL BUSINESS MACHINES / IBM
100 2011: IBM names Virginia

“Ginni” Rometty as CEO
effective 2012. IBM Watson
appears on Jeopardy!
2015: IBM sells its 2019: IBM acquires
microelectronics Red Hat, the leader in
2005: IBM sells its Personal Computing Division to China’s Lenovo. business to open-source software,
50 GlobalFoundries. for $34 billion.
2002: IBM names Samuel Palmisano as CEO, succeeding Louis Gerstner Jr.
IBM buys PwC Consulting from PricewaterhouseCoopers for $3.5 billion.
1996: IBM’s Deep Blue chess computer loses to Garry Kasparov

in a six-game match 4-2. A year later, Deep Blue wins a rematch.
0
1995 2000 ’05 ’10 ’15 ’20

Source: FactSet
IBM began laying the groundwork for Paid to Wait parts of the cloud together. “Until IBM’s hybrid solution solves that area the new IBM is targeting.
its recovery in 2020, when it an- five years ago, everybody was saying vulnerability, while still providing the In an October meeting with ana-
IBM is using its
nounced that Ginni Rometty was retir- that maybe one cloud is sufficient,” cost savings, productivity improve- lysts, management laid out a blueprint
ample free cash
ing, handing the top job to Krishna, an Krishna observes. IBM concluded the ments, and better security that come for an upbeat future, without some of
flow to reward
IBM lifer who joined the corporation in investors.
cloud-based world would always be with the cloud. the bluster that had long characterized
1990. Just as Microsoft had six years more complicated than that. And it Krishna, meanwhile, has taken firm some of its leaders. Krishna’s plain-
5.6%
earlier, IBM looked to its cloud busi- has been wisely planning for a hybrid control of IBM’s own future. In early spoken approach even shows up in the
ness to find a transformational leader. future ever since. November, the company spun off company’s newly named segments,
Before he became the boss, Krishna IBM has strong relationships with Kyndryl Holdings (KD), cobbled which now go by IBM Infrastructure,
ran the cloud and cognitive software IBM’s dividend financial-services companies, which together from IBM’s legacy business IBM Consulting, and IBM Software.
group, playing a leading role in the $34 yield is among the were early to embrace the hybrid cloud. managing data centers. Each unit has a clear leader.
billion acquisition of open-source soft- most generous in Krishna cites a banking executive who Kyndryl operates in a crowded mar- The infrastructure unit, with
ware provider Red Hat in 2019. the S&P 500. once told him, “I do not want to ever ket that includes India-based out- 30,000 employees, includes IBM’s
Krishna’s plan to fix the languish- look my CIO [chief information officer] sourcers like Wipro (WIT), Infosys iconic mainframe business, along with
ing tech giant is clear: Sharpen its in the eye, and have him tell me, ‘Well (INFY), and Tata Consultancy Ser- an associated services business. Ric
focus, revive sales growth, and boost it’s out of my control,’ because we’re vices (532540.India). It’s a competitive, Lewis, a former Hewlett Packard En-
margins. He is focusing on two areas. depending on somebody else.” low-margin sector—and a business that terprise executive who runs the divi-
One is the “hybrid cloud,” based on was a massive drag on IBM’s financial sion, says there is plenty of life left
the idea that no one public cloud performance. (See article on page 21.) in the mainframe business, which is
works for every company. IBM’s soft- While Kyndryl will take a signifi- used by many large companies for
ware acts as the intermediary between cant chunk of annual revenue from high-volume transaction processing.
a crowded landscape of public clouds, IBM—an estimated $20 billion or so— “They’re running the backbone of
private clouds, and on-premise data Krishna sees plenty of remaining most major financial institutions and
centers. The other focus is artificial opportunity for his slimmed-down insurance companies,” Lewis says.
intelligence—this time with a more company. “It’s an incredibly stable business.”
practical approach than what played He says that annual global IT spend- While IBM expects flat revenue
out in the Watson experiment. ing is about $3.6 trillion. Strip out PCs, from infrastructure over time, the
While IBM missed the earliest smartphones, telecom services, and business will have periods of growth
cloud opportunities, the company other hardware, and it’s still a $2 tril- as the tech giant launches new main-
eventually realized that its software lion market. Krishna thinks that 30% frame product cycles. One is due in
Courtesy of Kyndryl
could be the glue that held various to 70% of that is the software infra- 2022, when IBM rolls out its next-
structure that sits between hardware generation mainframes.
and applications to manage, analyze, “There are certain workloads for
IBM spinoff Kyndryl started
trading on the New York Stock protect, and share data—a roughly $1 which the mainframe architecture is
Exchange in early November. trillion addressable market. That’s the much better suited” than the public
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10-B21-1497CH1492 FP
IBM now has more than 20 cloud, Krishna says, referring to tasks
quantum computers work- such as transaction processing.
ing to solve big problems.
But the CEO says the core of IBM’s
story is now software and services.
The takeaway is that quantum com- Underlying both is the strong belief
puters have the ability to handle certain in the hybrid cloud and the idea that
kinds of highly complex problems, in large enterprises will ultimately rely
particular those with a large number of on a combination of public clouds (like
potential solutions that even conven- Microsoft’s Azure and Amazon.com’s
tional supercomputers can’t handle. (AMZN) Amazon Web Services), pri-
Dario Gil, who runs IBM’s vast scien- vate clouds, and old-school data cen-
tific army, says that, in May 2016, the ters to run their businesses. IBM sells
company became the first to connect a the software tools and applications to
quantum computer to the cloud. IBM pull it all together, while offering con-
now has more than 20 quantum comput- sulting expertise to build and design
ers online, he adds, running more than the complex systems. At its recent ana-
two billion “quantum circuits” a day. lyst meeting, IBM forecast growth in
Gil says that quantum computers the high-single digits for the consult-
haven’t yet crossed the threshold to ing business and in the mid-single
doing things that you couldn’t do with digits for the software unit.
classical computing—but he says the Tom Rosamilia, who runs the new
company should cross that line in the IBM Software group, says the strategy
next few years. And he notes that the revolves around a world that now has
interest level is high, with over 300,000 three areas where most computing
users in the scientific and development gets done: AWS, Azure, and on-prem-
community around the world. ise data centers. “It’s up to me to con-
Robert Sutor, a 39-year IBM veteran, nect those three worlds, to secure
is the company’s chief evangelist for them, load-balance them, to get data
quantum computing, and the author in all of those networks, and to auto-
of Dancing With Qubits, a 2019 book mate them.”
on the topic. Meanwhile, IBM isn’t giving up on
In an interview with Barron’s, Sutor artificial intelligence, although Krishna
says that the nature of quantum com- concedes that Watson didn’t quite pro-
puting is that it more closely resembles vide the expected payoff. “Coming out
the natural world, which generally and saying it’s going to be its own
doesn’t operate in a binary way. “If you unique application was perhaps a
want to compute about elements of bridge too far,” he says. “I actually
nature,” he says, “you need a computer believe we’ll get there, but it’s probably
that works the way nature does.” Na- another decade.” Krishna sees oppor-
ture, he says, follows the behavioral tunity for AI across many applications,
rules of quantum mechanics. The citing call centers and managing insur-
world is analog, not digital. ance claims, among others.
Sutor is clear that quantum comput- IBM Consulting, meanwhile, could
IBM: A Future
could one day become a material part ing isn’t a wholesale replacement for play an increasingly important role
of technology companies’ results. classical computing; instead, the systems as companies continue their digital
IBM, pushed along by the 3,000 peo- will work together. But he also says that transformations and look for expertise
Bet on Quantum
ple inside its research division, is one of quantum techniques will be able to do from outside. The unit is run by John
the companies leading the way in quan- things that conventional methods can’t, Granger, who joined IBM in 2002
tum computing, which offers a way to in fields like chemistry, risk assessment, through its acquisition of PwC
Computing
break through the limitations of so- and artificial intelligence. Consulting.
called classical computing. Auto maker Daimler (DAI.Germany)
At a basic level, classical computing is experimenting with quantum comput- IBM’s rebound won’t be easy, as dem-
is digital—it relies on bits—the smallest ing techniques for battery development onstrated by Wall Street’s disappoint-
unit of information being in one of two for future electric vehicles. The Cleve- ment with its latest quarterly results,
Quantum computing remains mostly states. On or off. Yes or no. One or zero. land Clinic is actually installing its own announced just days before the Kyn-
promise, but maybe not for long But quantum computing has the capa- IBM quantum computer for research dryl spinoff became official. Revenue
bility of being zero and one at the same on pathogens, among other things. for the quarter fell just short of Street
time. The IBM Research division is well estimates, due in part to some custom-
You won’t yet find quantum computing For a crude metaphor, think of a positioned to take up the quantum- ers delaying contract signings until
showing up in any significant way on coin that is flipped. When it lands, it computing challenge. A century of they had clarity on the spinoff. (Some
corporate income statements or Wall is either heads or tails. But what is it experience solving computing’s largest will be clients of both organizations.)
Street models, but scientists are increas- when it’s still in the air? It has the problems should certainly help. The stock fell 10% on the earnings
ingly talking about its power—and it potential to be both. –E.J.S. news. It’s down 3% in 2021, versus
a 25% gain for the S&P 500. And
December-quarter results could
IBM’s Kyndryl Castoff

remain messy, since the Kyndryl flow over the next three years. The projected revenue for its
spinoff happened at mid-quarter. dividend payment comes to just $6 March 2022 fiscal year.
Meanwhile, Wall Street analysts have billion a year, leaving plenty of cash But there are reasons
yet to update their financial models for mergers and acquisitions, and that IBM investors—and
As part of its corporate reset, IBM spun off its
for the new, slimmer IBM, mainly reinvesting in the business. others—are shunning the
because the company itself is still “New IBM will have a growth orien- low-margin services business. Steer clear. spun-off stock. For one
working on providing historical pro tation in revenue and business mix, thing, IBM has been attrac-
forma comparisons. with high-value recurring revenue, A key part of IBM’s turn- Schroeter recently told tive to investors in part for
The lack of fresh estimates adds a higher cash-flow yield, and a much around story was written Barron’s that he views the its 5.6% dividend yield, the
uncertainty to the stock, but also higher return on invested capital,” says in early November: pack- company as a “$19 billion highest of any company in
significant potential rewards. Some Chief Financial Officer Jim Kavanaugh. aging the company’s low- start-up,” which is recon- the Dow Jones Industrial
back-of-the-envelope math helps show “We just divested 25% of IBM’s port- margin, negative-growth figuring its business for a Average, and one of the
just how cheap IBM has become. folio, and shifted from commoditized information-technology world in which more and highest in the S&P 500.
IBM has said that, adjusted for the services to high-margin, high-cash- services business, giving more IT workloads are Anyone who owns IBM for
Kyndryl spinoff, it had 2020 revenue generation businesses.” it a cool-sounding name, shifting to the cloud and the yield isn’t interested in
of $55.2 billion. Let’s assume that, ex- Stephanie Link, chief investment and getting it off the away from data centers. Kyndryl stock.
Kyndryl, it grows 2% in 2021—a con- strategist at Hightower Advisors, says income statement. He says the spinoff will let Another issue: Kyndryl
servative estimate. That would put the that IBM is one of her largest invest- That’s how Kyndryl the company reposition doesn’t expect to show
core IBM business at about $56 billion ment holdings. Link started buying Holdings (ticker: KD) itself for growth, using growth before 2025. The
this year. If revenue next year grows the stock a few months ago and is was born. The new/old mergers and acquisitions company projects 2021
4%—a modest reading on IBM’s “mid- impressed by Krishna’s aggressive company is a leading and internal development revenue of $18.5 billion to
single digit forecast”—IBM sales push to fix the business. She notes player in the IT managed to adjust its business mix. $18.7 billion; at the mid-
would total $59 billion. At that level, that IBM has made close to 20 acqui- services business, running But Kyndryl is having point, that’s a 2.6% decline
the company’s shares are trading for sitions in his short tenure as CEO, data centers and other IT trouble finding its own from 2020’s level. Kyndryl
just 1.8 times forward sales. in areas such as the cloud, artificial operations for more than independent investor sees adjusted earnings
An earnings forecast is trickier, but intelligence, security, and data analyt- 4,000 customers. base. In late October, the before interest, taxes, de-
Wall Street has been expecting 2021 ics. Link says of IBM stock, “You want Kyndryl has 90,000 stock traded above $40 preciation, and amortiza-
earnings of $10.05 per share, not ad- to own it for 2022.” employees and dominates on a “when issued” basis. tion, or Ebitda, of $2.8
justed for the spinoff. Given that Kyn- Mohan, the BofA hardware ana- the sector. The company Kyndryl opened for trad- billion to $2.9 billion.
dryl’s contribution to IBM earnings lyst, notes that expectations on the had $19.1 billion in reve- ing on Nov. 4 at $28.41, For investors, there’s
were close to zero this year, let’s as- Street remain extremely low. “Any nue, on a pro forma basis, and has continued to fall little incentive to own a
sume the stand-alone IBM earns growth at IBM would be fantastic— in 2020, about twice as from there. shrinking IT services com-
$10 per share. That gives it a price/ the bar is pretty low, and it remains much as rival DXC Tech- At a recent price of pany without a dividend
earnings ratio around 11, or about a a show-me story,” he says. nology (DXC), according $17.30, Kyndryl has a mar- yield. Short of a private-
half of the S&P 500’s current multi- He adds that many large-cap port- to Kyndryl’s spinoff docu- ket cap of just $3.9 billion. equity buyout—with the
ple. The last time IBM was in growth folio managers are underweight IBM ments. It has an even big- With $1.2 billion in net idea of revamping the
mode, a decade ago, its multiple was shares—if more managers assume ger edge on peers such as debt, its enterprise value company out of sight of the
in line with the S&P’s. even a market-neutral position, that Atos (ATO.France), HCL comes to $5.1 billion. That public markets—there are
could create significant buying pres- Technologies (532281.In- gives the company an en- few near-term catalysts for
And then there’s the nontrivial mat- sure for the stock. dia), Tata Consultancy terprise value to sales Kyndryl stock.
ter of the dividend, which currently Meanwhile, Krishna says he has Services (532540.India), multiple of less than 0.3. IBM shareholders have
yields a generous 5.6%—the highest “100% confidence” that IBM can be- and Cognizant (CTSH). There are just four com- plenty of potential upside
payout of any major enterprise tech come a growth story again. “When IBM stockholders got panies in the S&P 500 from that company’s core
company. That dividend looks secure. I think of this intersection between one share of Kyndryl for index with a multiple business. They don’t need
IBM has paid a dividend every year hybrid cloud and AI, and applying it every five IBM shares held. lower than that. DXC to hold Kyndryl stock.
since 1916 and has raised the payout to so many problems, there’s a ton of Kyndryl CEO Martin trades for about 0.7 times –E.J.S.
for 26 years in a row. It’s forecasting opportunity for us this year and in the
a cumulative $35 billion in free cash years to come.” B
CHDVX C U L L E N H I G H D I V I D E N D E QU I T Y F U N D
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S I Z I N G U P S M A LL- CA P S
An EV Play
reach mass-market EVs. Still, it should
trickle down eventually, says Glenn
Chin, an analyst at Seaport Research
Partners, who rates the stock a Buy. “It
On the
has the potential to be a game changer
for Gentherm as the industry transi-
tions to EVs,” he says.
The stock faces several overhangs.
One is that Covid-related disruptions
Cheap
could linger well into 2022. General
Motors (GM), for example, won’t be
offering heated and cooled seating in
most 2022 models due to chip short-
ages, although the company says deal-
ers can retrofit the features.
More specific to Gentherm, the com-
Gentherm has a front-row seat pany could lose sales to one of its big-
in the coming electric-vehicle gest customers, Lear (LEA), which
production boom assembles seating for auto makers.
Lear plans to take seating components
in-house, recently announcing a deal to
buy the seating business of Kongsberg
By DAREN FONDA Automotive (KOA.Norway), a Euro-
pean manufacturer.
T
Gentherm says that 70% of its sales
he road to Dracula’s castle Why the steep multiple? Because management systems for EV batteries. This Land Rover to Lear originate with auto makers.
winds through Transylva- climate-controlled seating is expanding Using a “thin foil” conducting material, SUV features Those contracts aren’t vulnerable in
Gentherm’s climate-
nia’s rolling mountains. to the mass market—growing from 4% the technology can help optimize bat- controlled seats. the near term, partly because they last
The stylish way to go is in of U.S. new vehicles in 2013 to 18% in tery temperature and performance. The for years, through a full model cycle,
the Carpathian Edition of 2020. More important, Gentherm has product eliminates some wiring, reduc- says Chin. He figures that Gentherm
the Land Rover Defender, a shot at the fastest-growing part of the ing manufacturing costs, and Gen- could still lose 5% of its automotive
a $112,000 sport utility car market: electric vehicles. therm aims to pack it with sensors and revenue if Lear cuts back, but even that
vehicle with a high-tech ride and seat- The company’s new ClimateSense other circuitry, with partner Datang might be overstated, since Kongsberg
ing, including thermoelectric devices product aims to create a “microclimate” NXP Semiconductors. “The idea is to doesn’t manufacture products that
to keep you toasty or cool. around a car’s occupants. The technol- get computing power closer to the bat- actively cool and heat seats. “Gentherm
The seating technology comes from ogy uses thermoelectric devices, sen- tery,” says Baird analyst Luke Junk, is the only game in town for heated-
Gentherm (ticker: THRM), a small- sors, and software embedded in seats, who rates the stock Outperform. “That and-cooled seating,” says Chin.
cap auto supplier based in Northville, footwells, armrests, and the steering has a swath of positive implications.” Gentherm aims to hit $2.5 billion in
Mich. The company has 60% of the wheel to fine-tune a comfort zone. Gentherm hasn’t revealed much revenue by 2025, a target it established
global market for heated and air- It sounds a bit excessive, but it could about its ClimateSense sales. The prod- in 2018. Despite the industry slow-
conditioned seats, towering over its take a load off an EV’s heating, ventila- uct will be in a “low volume” 2024 down, the company hasn’t cut that goal,
next competitor at 10%. Climate- tion, and air-conditioning, or HVAC, model-year EV, the company says. That a sign that it still views it as achievable.
control products account for 37% of system—the second-largest battery- makes it unlikely to be a major player The financials look solid for now.
Gentherm’s total sales, estimated at power consumer in an EV after the like Tesla (TSLA). And since it adds Ebitda margins are expected to rise
$1 billion in 2021. The rest of the busi- motor. And lower energy demands on costs to a car, it could take years to from 15.8% in 2022 to 17.4% in 2023,
ness consists of other seating products the HVAC could conserve power for according to consensus estimates. Chin
and automotive components, and the battery pack, improving an EV’s sees the stock gaining modestly to $92,
a small medical-device division. performance and driving range. Gentherm at a multiple of 11 times 2023 Ebitda.
Auto production is ailing due to According to Gentherm’s tests on Heating- and cooling-systems manufacturer for autos Baird’s Junk sees it hitting $94 as the
a global semiconductor shortage. But a Chevy Bolt EV, ClimateSense pro- Headquarters: THRM (Nasdaq) industry recovers, but he likes the
the supply chain should ease up in the duced energy savings of 50% to 69% Northville, Mich. $100 longer-term outlook, picking the stock
second half of 2022, giving Gentherm in cold-weather conditions and 34% Recent Price: $83.94 as a winner in the EV market.
a sales lift. Analysts expect the com- savings in warm weather over a con- YTD Change: 29%
“It’s a way to play the EV market
80
pany to report $185 million in earnings ventional HVAC. And it should im- without paying the outrageous multi-
Market Value (bil): $2.8
before interest, taxes, deprecation, and prove driving range in both condi- ples” of stocks like Lucid Group
amortization, or Ebitda, in 2022, up tions, including 30% gains in cold 2022E Sales (bil): $1.2 60 (LCID) or Rivian Automotive (RIVN),
22% from this year. weather, the company says. 2022E Net income says Adam Peck, founder of River-
Courtesy of Gentherm
The stock, at $84, has gained 29% “We think that it can transform the (mil): $114
40
water Partners, a $750-million advi-
this year, pushing its multiple well company over the course of the next 2022E EPS: $3.51 sory firm that owns Gentherm stock
above the industry’s and its own five- decade,” said Gentherm CEO Phil for clients. Land Rover plans to launch
2022E P/E: 23.9 20
year average. It now trades at 24 times Eyler at an investor conference in early its first EV in 2024. Gentherm could
expected earnings of $3.51 a share, a November. Dividend Yield: None 2019 ’20 ’21 make its Carpathian-climbing SUVs
premium to most other auto suppliers. Gentherm is also developing thermal E=estimate Source: FactSet a bit more climate-friendly. B
FUND PROFILE Talking With Joe Reiland, Senior Portfolio Manager

American Century Sustainable Equity
A Strong
Case for
ESG Funds
BY DEBBIE CARLSON
S
ustainable investing often gets knocked for
underperformance, but Joe Reiland says that,
if anything, using environmental, social, and
governance metrics enhances shareholder
value.
The performance of his $3.9 billion Ameri-
can Century Sustainable Equity fund
(ticker: AFDIX) bears that out. Sustainable Equity is a
Morningstar five-star fund, beating both the S&P 500
index and the large-blend category on a one-, three-, and
five-year basis. Also on a five-year basis, Sustainable
Equity sits among the top 5% of its peers, and it does so
with an average expense ratio of 0.79%.
Reiland, the fund’s senior portfolio manager, points
out that sustainable companies have strong governance
at the management and board level and often have low
employee turnover because they are actively engaged in
enhancing worker satisfaction and career development.
They are also typically mindful of their carbon footprint
by managing costs and resources effectively, which usu-
ally means generating less waste, and using less water
and electricity.
“That means your costs are likely lower, your margins
are going to be higher, and that company is going to be
more profitable,” Reiland says. “At the end of the day, the
shareholders are going to have more value.”
The Kansas City, Mo.–based Reiland, 46, joined
American Century in 2000. He became a portfolio man-
ager of the fund in 2008. Before joining American Cen-
tury, he was an equity analyst at Commerce Bank in
Missouri.
Reiland’s two co-managers, Justin Brown and Rob
Bove, have also been with the fund since 2008, when it
was called Fundamental Equity. In 2016, the team
tweaked the existing quantitative and fundamental strat-
egy to include sustainability analysis as more companies
Photograph by BARRETT EMKE

F UN D S
began addressing the topic, and changed cash flow, that business-improvement
the fund’s name to Sustainable Equity. profile,” Reiland says.
The managers balance quantitative met- Reiland evaluates companies by sector
rics and fundamental research when they relative to peers, seeking out the most
review possible holdings. On the quant sustainable in each, rather than shunning
side, they seek stocks with positive growth, entire sectors like some ESG funds. That
quality, valuation, and momentum factors. means the fund can have a small stake in
The fundamental side looks for business
improvement, zeroing in on strong cash
flows, which gives management the flexibil-
ConocoPhillips (COP). Reiland says the
oil-and-gas exploration-and-production
company is “very mindful of greenhouse
It’s Retail’s Time of the Year.
ity to address needs. They also consider
earnings growth, margins, and return on
equity.
gas emissions and stewardship.”
The fund’s No. 8 holding is NextEra
Energy (NEE), a utility with a sizable and
Here Are 3 Ways to Play It.
Their ESG analysis balances quantitative growing renewable-energy business
metrics, using third-party ESG ratings and alongside fossil-fuel and nuclear power
their own fundamental analysis. The best generation. NextEra’s strong cash flow
names will be in the center of a Venn dia- growth enables it to reinvest in renewable By Evie Liu tracks the ProShares Online Retail Index
gram of these analyses. energy, and focus on storm-resilient en- and weights its holdings by market capital-
D
Changing the strategy five years ago ergy facilities by replacing wood transmis- espite supply-chain strains and izations, although a stock can make up no
meant kicking out companies such as oil sion structures and burying power lines. inflation pressures, the holiday more than 25% of the portfolio when it re-
giant Exxon Mobil (XOM). The fund’s No. Having some energy exposure may not season should see yet another balances. Currently, its largest holding is
5 holding, Prologis (PLD), a commercial sit well with ESG purists. But that isn’t retail sales record. The National Amazon.com (AMZN), with a 26% weight.
and industrial real estate firm, was one of Reiland’s objective. He wants to make the Retail Federation forecasts that total retail Chinese e-commerce giant Alibaba Group
its first purchases under the new strategy. fund compelling enough for people to have sales will grow in November and December Holding (BABA), despite having lost half of
Prologis is well positioned to benefit a hard time saying no to sustainable in- 8.5% to 10.5% from 2020, well above the its market value over the past year, accounts
from growing e-commerce, having favor- vesting. “We want to be a competitive op- 4.4% average increase over the past five for 10%, the fund’s second-largest alloca-
able warehouse locations in cities, Reiland tion in an Erisa plan, in a joint account,” years. This could give retail stocks a timely tion. The fund is highly concentrated, so
says. The company has one of the largest he says. Erisa is the federal law over em- boost, especially e-commerce names that investors who already own Amazon shares
green-certified building portfolios in the ployee pension and benefit plans. slipped this year as the economy reopened. should watch for overlaps.
sector and is one of the largest generators of The United Nations Climate Change Traditional retail stocks surged as The $825 million Amplify Online
solar power in the U.S., he adds. Addition- Conference, known as COP26, wrapped Covid-19 vaccines drove more consumers Retail ETF (IBUY) reaches further down
ally, he says, Prologis has “great worker- up earlier in November in Glasgow, with back into stores. The Solactive-ProShares the market-cap ladder and holds about 80
training development programs.” pledges by world leaders to reduce meth- Bricks and Mortar Retail Store Index, e-commerce firms. The fund weights its
In April 2020, the fund added Aptiv ane gas emissions, the most harmful which tracks 40 retail companies that rely holdings equally, which means it tilts more
(APTV) after the Irish auto-parts company greenhouse gas. Reiland believes that if principally on in-store sales, gained 39% toward smaller-cap names compared with
showed up on its quantitative screens. Aptiv attention on mitigating climate change year to date, while the S&P 500 index the Amazon-dominated ProShares ETF.
has broad capabilities in both vehicle elec- continues, the fund will benefit. returned 24%. Currently, its top holdings include Newegg
trification and active auto-safety features. “If the average investor cares more Meanwhile, e-commerce names have Commerce (NEGG), a small online retailer
“They’re at the crossroads of a lot of sus- about the environment, cares more about sagged after the big gains of 2020 driven focusing on computer hardware and con-
tainability trends that are really feeding that the workers and the community, they’re by the “everything goes online’’ frenzy of sumer electronics, and Etsy (ETSY), the
going to be buying more of the types of the pandemic. Many of the stocks became seller of handmade items and craft supplies.
names we own,” he says. Overall, the too pricey to sustain growth. The ProShares The fund is more diversified and can spread
American Century Sustainable Equity fund’s holdings produce 67% lower green- Online Retail Index, which tracks 40 lead- risks among many holdings.
Total Return house gas emissions and generate 97% ing e-commerce stocks around the globe, The $195 million Global X E-com-
1-Yr 3-Yr 5-Yr less waste than the S&P 500. tumbled 30% from its February peak and merce ETF (EBIZ) is somewhere in be-
AFDIX 34.1% 24.6% 19.6% In July, the fund’s head of ESG, Guil- is off 12% year to date. tween. It weights holdings by market cap,
Large Blend Category 31.3 20.8 16.6
laume Mascotto, left. Reiland says Mas- Still, over the long term, e-commerce but with restrictive caps: No stock can
cotto built the firm’s ESG framework, growth isn’t about to stall. Online shop- make up more than 4% of the portfolio
Top 10 Holdings particularly on proxy voting, and many of ping made up 13% of total retail sales in when it rebalances. Current top holdings
Company / Ticker % Assets
his responsibilities had shifted to a team the second quarter of 2021, according to include Etsy and Williams-Sonoma
Microsoft / MSFT 7.5% of now six individuals, including a dedi- the U.S. Census Bureau. Market research (WSM), which sells kitchenwares and
Alphabet / GOOGL 4.9 cated engagement analyst. American Cen- company eMarketer forecasts that the home furnishings. The Global X ETF
Apple / AAPL 3.8 tury plans to eventually replace him, but penetration rate could reach 24% by 2025. stands out for its larger international expo-
Amazon.com / AMZN 3.8
it will be at a corporate level, rather than Online retailers have historically sure: 44% of its assets are invested in non-
just for the fund. traded at higher multiples than their U.S. stocks, compared with the other two
Prologis / PLD 2.0
Increasing a firmwide focus on sustain- bricks-and-mortar peers, but the pre- ETFs’ 25%. The Global X fund is the youn-
Nvidia / NVDA 2.0 ability also melds with American Cen- mium has recently fallen. The group now gest of the three but has been less volatile,
JPMorgan Chase / JPM 1.9 tury’s corporate structure. In 1998, Ameri- looks much more attractive than a year meaning smaller gains but reduced losses.
NextEra Energy / NEE 1.8 can Century’s founder, Jim Stowers, and ago, creating a buying opportunity. Strong The three ETFs have declined 14%, 11%,
Home Depot / HD 1.8 his wife established the nonprofit Stowers sales during the holiday season could be and 4% year to date, respectively, and now
Institute for Medical Research, which, in the much-needed catalyst for the stocks, trade at similar multiples of 27 to 29 times
Morgan Stanley / MS 1.7
turn, has a controlling interest in the fund which investors can access through a few forward earnings. With the Russell 2000
Total 31.2% company. Forty percent of American Cen- exchange-traded funds. index recently pulling back, the small-cap-
Note: Holdings as of Sept. 30. Returns through Nov. 22; three-
and five-year returns are annualized.
tury’s profits, in the form of dividends, For instance, the $784 million Pro- focused Amplify ETF might be best posi-
Source: Morningstar fund the institute’s work. B Shares Online Retail ETF (ticker: ONLN) tioned to see a strong rebound. B
I N C O M E I N V E ST I N G
The former has an annual expense ratio options. Here are two:
of 0.26%, and the ETF, 0.06%. The actively There’s the actively guided $51.1 billion
managed fund has notched a 15-year annual Vanguard Equity Income mutual fund
return of 10.7%, versus the ETF’s 10.2%. (VEIPX), with a trailing 12-month yield of
The funds’ mutual benchmark includes 2.24%, according to Morningstar. There’s
companies that have consistently increased also the $40.5 billion Vanguard High Div-
their payouts for at least 10 straight years. idend Yield ETF (VYM), which yields
The Key Issues in Picking The index, however, excludes the 25% of
highest-yielding eligible companies. Stocks
with very high yields can be value traps
2.74%. The ETF sports an annual expense
ratio of 0.06%, compared with 0.28% for
Equity Income.
An Active or Passive Fund and vulnerable to dividend cuts.

Among the recent top 10 holdings of
those two portfolios, only three securities
Both funds are benchmarked to the
FTSE High Dividend Yield Index. The ETF
has 410 holdings, more than double the
overlapped: Johnson & Johnson (JNJ), roughly 190 for Vanguard Equity Income.
which yields 2.6%; UnitedHealth Group The latter fund has a 15-year annual return
By Lawrence C. Strauss A handful of dividend funds that Barron’s (UNH), 1.3%; and Microsoft (MSFT), 0.7%. of 9.1%, compared with 8.7% for the ETF.
selected for this story offer several options Daniel Wiener, chairman of Adviser Among the top five holdings in these two
F
or investors who prefer to load up on for active and passive dividend investing. Investments and a longtime follower of funds, there’s plenty of overlap, including
dividends via mutual funds, rather Consider the actively managed $54.4 Vanguard’s funds, argues that neither of Johnson & Johnson; JPMorgan Chase
than build their own portfolios, there billion Vanguard Dividend Growth these portfolios “are equity income vehi- (JPM), which yields 2.4%; Bank of Amer-
two basic options to consider: ac- (ticker: VDIGX) and the indexed $66.5 bil- cles,” calling them “portfolios of stocks that ica (BAC), 1.8%; and Procter & Gamble
tively managed funds or index funds. lion Vanguard Dividend Appreciation grow their dividends, not stocks with par- (PG), 2.3%.
It’s important to drill down a little to exchange-traded fund (VIG). ticularly high yields.” There’s not necessarily a right choice here
understand these approaches. “No two Both use the S&P U.S. Dividend Growers The active fund’s 12-month yield was between active and passive dividend funds. A
equity income strategies are created equal,” Index as their benchmarks. But actively run recently 1.4%, compared with the ETF’s lot of it comes down to what an investor is
says Ben Johnson, director of global ETF Dividend Growth, overseen by longtime 1.55%, according to Morningstar. Although comfortable with—betting on a much broader
research at Morningstar, adding that it’s manager Don Kilbride, held 42 stocks those yields exceed the S&P 500 index’s group of stocks or a smaller portfolio based
important to understand the strategies recently, while the Dividend Appreciation 1.3%, they aren’t especially high, especially on the portfolio manager’s best ideas. B
the active managers use or the indexes ETF, with 268 holdings, offers much for anyone looking for more income.
on which a passive fund is based. broader exposure to dividend-paying stocks. For such investors, there are many email: lawrence.strauss@barrons.com
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PAID PROGRAM
Opportunities for investment in China
will continue to widen, according to
UBS. Taking the long view on China has
been a consistent mantra for investors It’s a two-way
for decades, and it has proved to be opening-up.
THE the right strategy as the country has
gradually opened up its markets. Tommie Fang, Head of China Equity, UBS
CHINA
Not only are foreign investors being Chinese investors still underweight in
granted wider access to China’s bond global assets, foreign asset managers are
and equity markets, but foreign asset keen to tap into the vast domestic savings
managers are also being allowed to pool in China. “It’s a two-way opening-
BRIEFING
manage an increasing share of China’s vast up,” says Tommie Fang, Head of China
savings pool. Recent reforms have allowed Equity, UBS. “With global investors coming
foreign firms to take majority ownership in, the next phase is for domestic investors
of Chinese asset management and to be able to invest more broadly.”
Explore the new drivers of securities businesses. UBS in 2018 became
the first foreign bank to increase its stake
China’s economy and how they in a securities joint venture to 51 percent.
are influencing global growth Scan to read more
At the same time, the opening of China’s
markets is going in both directions. With
Q&A An Interview With Teresa The U.S. took a wrong turn when it
embraced 401(k)s and other tax-
Ghilarducci, Economist deferred retirement plans, she says.
How to Fix
America’s
Retirement
By NEAL TEMPLIN
W
hen labor economist Teresa Ghilarducci
was in graduate school, she helped her
mother’s union in Sacramento, Calif.,
negotiate a new pension plan.
Today, she is campaigning to get man-
datory pensions for all Americans. The
64-year-old professor at the New School
in New York City envisions a plan that would invest in
professionally managed funds and bolt on top of work-
ers’ Social Security accounts. She and Kevin Hassett,
who headed President Trump’s Council of Economic
Advisers, recently published a paper advocating for a
program modeled after the Thrift Savings Plan for fed-
eral workers.
In Ghilarducci’s mind, the U.S. took a wrong turn
when it embraced 401(k)s and other tax-deferred retire-
ment plans in the early 1980s and companies began
jettisoning or freezing their defined-benefit pension
plans. She says the “do-it-yourself retirement system”
works well for the top 5%, but it has left tens of millions
with no retirement income aside from Social Security.
Under the plan she and Hassett are proposing, work-
ers would invest in a government fund, heavily in stocks
at the beginning of their career. As they approach retire-
ment, the money would gradually shift into income an-
nuities to provide a stable, pension-like income in addi-
tion to their Social Security.
Ghilarducci has studied retirement issues for her
entire career. Her views were shaped in childhood.
When she was 10 years old, her father was laid off, her
parents ultimately divorced, and the family’s middle-
class life evaporated. Her family ended up living in sub-
sidized public housing and receiving Medicaid and wel-
fare benefits. She went to the University of California at
Berkeley on a scholarship, and later received her Ph.D.
there. “I subscribe to Catholic social teachings,” she
Illustration by MATTHEW COOK

Annuities are an efficient way for

people to ensure they won’t run out of
“You have to save money, invest it well, and spend People who have less wealth are
likely to die a lot sooner than those
money for the rest of their lives. so it lasts the rest of your life.” TERESA GHILARDUCCI who are prepared for retirement.
says: “We don’t take care of the poor assets appropriate for the age of the pensions for 63 million people you’re 30 you should have the equiva-
because they are poor and we are rich. participant. It would be a diverse wouldn’t be hugely expensive. lent of your gross annual income in
We take care of the poor because we fund; you won’t just have stocks and Because the people we’d cover are your retirement account, by the time
are all alike.” bonds. They could include private low-income people, giving them 3% of you‘re 50 you should have eight times,
The economist has advised Hillary equity and real estate—all the assets their pay isn’t that expensive. What’s and by the time that you’re 65, you
Clinton and Bernie Sanders, but un- that rich people get in a professionally expensive is giving huge deductions to should have 10 to 12 times.
like some progressive politicians, managed [pension] plan. people at the very top for their retire-
Ghilarducci believes that market in- ment contributions. What should people do if their em-
vestments are the key to a better re- And the incentive to save? ployer fires them before they are
tirement for the most Americans. The government would match contri- You’ve been called a socialist. ready to retire?
We reached Ghilarducci on sabbati- butions up to 3% for middle- and I’m not a socialist. I’m just really prac- That question relates to more people
cal in her native state of California. An lower-income workers, generally for tical. I’m working now with Kevin than you can imagine—52% of retirees
edited version of our conversation those earning less than $50,000 a year. Hassett to get mandatory pensions. So say they retired earlier than they ex-
follows. if I’m a socialist, Kevin Hassett, pected. They were either pushed out
When it comes to retirement with- Trump’s top economic adviser, is a by layoffs or, actually, age bias, or they
Barron’s: Is America’s retirement drawals, you suggest annuities. socialist. were pushed out because of their own
system broken? Annuities are an efficient way for peo- In fact, a lot of socialists say I’m health and physical or mental limita-
Ghilarducci: It’s really simple. You ple to ensure they won’t run out of betraying progressive values by call- tions, or those of a spouse.
have to save money, invest it well, and money for the rest of their lives. It ing for an advance-funded pension
spend so it lasts the rest of your life. Social would need to be a low-cost lifetime that invests in the private market So what should they do?
These are the three things a pension annuity with survivor benefits, pur- rather than a massive expansion of They should be prepared to have a
system has to do, and in all three ar-
Insecurity chased by the individual’s account and Social Security. longer unemployment period. It takes
Ghilarducci be-
eas, we’ve gotten worse. provided by the government. twice as long for an older worker to
lieves the retire-
How many Americans don’t have find a job, and it’s much more likely
ment system is
Why is it broken? What about Social Security? enough for retirement? they’ll find a job that pays a lot less
broken. One sign:
It’s broken because of government It would be in addition to, not a sub- Most. I just did the numbers—72% of than they were earning before. They
Some
policies and the lack of worker power. stitute for, Social Security. You would Americans who are nearing retire- should probably plan on downsizing
We moved away from a system where either get two checks or a fatter Social ment won’t have enough to maintain on a more permanent basis.
government provided a social safety
net to giving tax breaks to people so
72% Security check. their living standards if they retire at
65. And if everybody works until
But for most people, except people
with terminal disease or no depen-
they could provide pensions on their of Americans near- You’d do away with 401(k) plans? they’re 70, about half still won’t have dents, waiting as long as you can, up
own. ing retirement I’d let them compete against a more enough to maintain their living stan- to age 70, to claim Social Security is a
And the fact that government poli- won’t have enough efficient system: A universal govern- dards. good choice. You’ll get a much higher
cies favored employers over unions money to maintain ment program that has low fees, is monthly benefit if you wait, and that
meant that workers had no voice to their living stan- subsidized by the federal government How does personal debt factor into benefit is adjusted for inflation for the
bargain for a defined-benefit plan. The dards if they retire with a match of 3%, and doesn’t have retirement decisions? rest of your life. Most people underes-
government also eroded the Social at 65. conflicted retail advisers who don’t You have more elders reaching retire- timate how long they’ll live.
Security system by gradually raising have a fiduciary duty. ment age who have a mortgage. That
the full retirement age to 67, which Large employers that need to at- rate has doubled the last 20 years. You’ve done research on how long
had the effect of substantially reduc- tract employees will have their own Coming into retirement with debt people live after retirement. What
ing benefits at every age. 401(k) plan, probably more generous makes you more fragile. You’re more did you find?
than the government plan. This plan likely to lose your house if something People who have less wealth are likely
Can it be fixed? is really directed toward the people goes wrong. And you have a lot more to die a lot sooner. So I’m finding not
Yep. And it’s not hard. The way to fix who don’t have any plan at all. older people with credit-card debt. only inequality in retirement wealth,
it is to make sure that everybody saves You can tell a 90-year-old not to and not only inequality in length of
for retirement at the very beginning of Wouldn’t this add to the federal bother paying off their credit card. life, but a growing inequality of retire-
their careers, they save consistently, deficit? Just let it default. But older people ment time—because the people who
invest well, and spend down mostly in No. We spend $250 billion now in aren’t shirkers or scoundrels, they pay have the most can retire sooner.
annuities. There are lots of problems, deductions for the top-heavy, wealth- off their debt—to great cost.
like healthcare costs and climate inequality-creating system. So if we When do you plan to retire?
change, that are much more difficult just took that $250 billion and redis- How do people know if they have I’m a full professor and an endowed
Courtesy of The New School
to solve. tributed it to the 63 million people that enough money to retire? chair and so I control the pace and
have no pension plan at all, and just I hate talking about this topic because content of my job. So I expect to retire
Your plan is modeled on the highly lowered the subsidies we give to high- when I do a seminar for ordinary peo- in my 70s. People who have control
successful and much-studied income workers, there would be ple, I know most people won’t have over the pace and content of their life
Thrift Savings Plan. How would hardly any new expenditures at all. enough money and I have raised the tend to work longer.
the money be invested? blood pressure levels in the room.
In a low-cost life-cycle fund, a set of It’s hard to believe that creating The rule of thumb is by the time Thank you, Teresa. B
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52-wk: +16.68% YTD: +14.03% Wkly: -1.97%
4592.62
52-wk: +26.28% YTD: +22.33% Wkly: –2.20%
15,491.66
52-wk: +26.92% YTD: +20.20% Wkly: –3.52%
2245.94
52-wk: +21.06% YTD: +13.73% Wkly: –4.15%
NOTE: MARKETS WERE CLOSED THURSDAY FOR THANKSGIVING

1%
Pounded
Worries over a new Covid
variant slammed markets in 0
Friday’s shortened session.
Stocks saw their worst
Black Friday losses on
-1
record, with the Dow, S&P
500, and Nasdaq all falling
Powell Gets the Nod
more than 2%.
President Biden renominated -2
Federal Reserve Chairman
Jerome Powell for a second
four-year term on Monday.
-3
Stocks initially rose but fell into
the close, with the S&P 500 Rise and Fall Calm Before the Storm
ending the day down 0.3%. Dollar Tree led the S&P 500 to a modest gain on Investors decided to buy the dip on Wednesday
-4
Tuesday, popping 9.2%, while Best Buy fell 12%. before taking a break for Thanksgiving. The
The Nasdaq Composite closed down 0.5%. Dow fell slightly, but the S&P 500 and the
Nasdaq gained 0.2% and 0.4%, respectively.
-5
Monday Tuesday Wednesday Friday Close
Source: Barron’s Statistics
I
t ain’t over till it’s over. And ration software company. Now, the ket has voted and driven stocks down.
THE TRADER the pandemic ain’t over yet.

But while Covid ruined Black
Friday for investors, all is not
stay-at-home trade appears to be back.
It isn’t time to panic. “The S&P 500
has built up a cushion the last seven
Yes, the Cboe Volatility Index—the
VIX—jumped 54% on Friday. But
trading volumes were meager.
lost for this bull market. weeks, and a 4% to 5% pullback alone VIX December futures traded about
A new Covid variant won’t alter its longer-term trend,” says 210,000 contracts on Friday, according
discovered in South Africa, Instinet strategist Frank Cappelleri. to Bloomberg. The daily average vol-
Covid Rears dubbed Omicron, caused stocks to fall

sharply in a holiday-shortened trading
The index is still up almost 5% over
the past seven weeks. That’s one rea-
ume is typically 520,000. U.S. stock
exchanges traded less than nine billion
Its Head. session on Friday. The S&P 500 index

dropped 2.2% for the week, while the
Dow Jones Industrial Average lost 2%.
By Al Root son that a small dip isn’t concerning
Cappelleri yet. Still, a deeper drop—
beyond 5%, without buyers pouncing
shares on Friday. An average day is
closer to 11 billion. More than 16 billion
shares a day were changing hands
Here’s When The Nasdaq Composite fell 3.5%.
Knee-jerk reactions were abundant.
on the dip—would cause him to worry.
He’s looking at 4525, the S&P’s 50-day
back in March 2020, when Covid first
started to spook investors.
To Start Zoom Video Communications
(ticker: ZM), for instance, rose more
moving average, as a break-even level
to gauge his level of concern.
“The pullback comes at a time
when many market players are
Worrying. than 5% on Friday. It had fallen 15%
on Tuesday after reporting earnings.
The other reason not to worry is
that no one was in the office. Thanks-
out...contributing to low volume and
high volatility,” writes Fairlead Strate-
Investors were worried about slowing giving is, essentially, a four-day week- gies market technician Katie Stockton.
postpandemic growth for the collabo- end for much of the U.S. Yes, the mar- “Momentum has weakened enough to
give us pause,” she adds, but she doesn’t want on average, at roughly 13 times estimated
to overreact and will wait for a clearer signal next year’s sales. That was a little higher
when volume returns this coming week. than even Tesla (TSLA) was trading for
The VIX closed at 28.6 on Friday. If the at the same time.
fear gauge closes above 25 this coming Fri- Claiming that growth stocks are expen-
day, it would signal a period of heightened sive might not be bold, but it turned out to
volatility for investors—and then Stockton be a good call. NIO shares are down since
would be concerned. the article appeared. XPeng stock is up
Friday was a shock, but investors don’t about 15%. On average, they are up roughly
have to fret too much right away. The time 5%. Ford Motor (F) and General Motors
to panic, if it arrives, will be down the road. (GM) are up 119% and 44%, respectively.
Early December trading will offer a better Stock in EV leader Tesla has returned
reading on how investors feel about the about 77%. The S&P 500 is up 25% over
latest Covid variant. the same span.
In a few days, there will be more informa- The automotive trade in 2021 wasn’t just
tion about the new variant. Investors will in the Chinese EV players. That might
also be able to weigh how governments change next year. After a year of sales
react, and reconsider the impact of new anti- growth and flat stock performance, the
viral treatments, against what they learn picture looks completely different.
about Omicron. The Chinese EV players will grow sales,
“Market participants are afraid of going on a combined basis, roughly 160% in 2021,
back into Covid lockdowns,” says Smead leaving them trading at some 6.5 times next
Capital’s Bill Smead. He points out that the year’s estimated sales. Tesla stock is up 53%
pandemic war is ongoing, but people are so far in 2021—adding to its epic 2020 run,
getting better at coping. “These optimism when it gained 743%—leaving it trading at
collapses [are] a good buying opportunity.” about 15 times estimated 2022 sales.
It’s an optimistic take on Friday’s action, Now, the three Chinese EV makers are
but it’s one that has worked for months. trading at a big discount to Tesla. Estimated
sales growth for 2022 for the threesome
3 Chinese EV Stocks Worth a Look clocks in at about 75%. Tesla should grow
Buying growth stocks when profits are just sales a still-impressive 40% to 50%.
a rumor can feel like tempting fate. But Other stock catalysts are coming, too.
some companies reward investors’ faith. Citigroup analyst Jeff Chung wrote this past
And highflying stocks can grow into their week that NIO’s investor day, slated for mid-
eye-popping valuations, giving investors December, and coming pricing details for its
another chance to buy into the trend. new ET5 sedan, should help boost investor
That looks to be the case with a trio of confidence. The ET5 will compete with EVs
electric-vehicle makers: China’s NIO (NIO), like the Tesla Model 3.
XPeng (XPEV), and Li Auto (LI). Monthly delivery results could boost
Barron’s panned these three U.S.-listed all three stocks, too. XPeng reported better-
Chinese EV start-ups in December 2020. We than-expected earnings this past week, and
had fundamental reasons for that, including management’s guidance for the fourth quar-
more EV competition and falling govern- ter implies that about 12,000 vehicles will be
ment subsidies. We even worried about a delivered in both November and December,
broader rotation out of growth stocks. breaking its monthly record.
But the bear case boiled down to valua- Li Auto is due to report third-quarter
tion. The Chinese EV players were trading, numbers on Nov. 29. Investors should expect
Vital Signs
Friday's Week's Week's
Close Change % Chg. Friday's Week's Week's
Close Change % Chg.
DJ Industrials 34899.34 -702.64 -1.97
Barron's Future Focus 1051.94 -29.46 -2.72
DJ Transportation 16215.65 -301.81 -1.83
Barron's Next 50 3337.66 -139.85 -4.02
DJ Utilities 906.95 -7.44 -0.81
Barron's 400 1083.78 -28.56 -2.57
DJ 65 Stocks 11803.29 -214.23 -1.78
DJ US Market 1148.07 -28.05 -2.39 Last Week Week Earlier
NYSE Advances 815 1,034
NYSE Comp. 16624.87 -349.09 -2.06
Declines 2,714 2,491
NYSE Amer Comp. 3393.99 -41.22 -1.20
Unchanged 82 90
S&P 500 4594.62 -103.34 -2.20
New Highs 225 348
S&P MidCap 2779.41 -91.31 -3.18
New Lows 341 213
S&P SmallCap 1376.33 -46.92 -3.30
Av Daily Vol (mil) 3,921.1 3,991.6
Nasdaq 15491.66 -565.78 -3.52
Dollar (Finex spot index) 96.07 96.03
Value Line (arith.) 9690.31 -259.57 -2.61
T-Bond (CBT nearby futures) 162-280 161-26
Russell 2000 2245.94 -97.23 -4.15
Crude Oil (NYM light sweet crude) 68.15 76.10
DJ US TSM Float 47329.19 -1199.41 -2.47
Inflation KR-CRB (Futures Price Index) 226.73 235.02
Gold (CMX nearby futures) 1785.30 1851.20
Industry Action
Performance of the Dow Jones U.S. Industrials, ranked by weekly percent change.*
Oil & Gas 1.35%

Telecommunications 0.75
–0.95 Utilities
–1.12 Health Care
–1.14 Financials
–2.46 Basic Materials
–2.56 Consumer Goods
–2.61 Industrials
REAL ESTATE SECTOR OF

–2.93 Consumer Services
–3.65 Technology
* For breakdown see page 58. Source: S&P Dow Jones Indices
THE S&P 500 IN ONE ETF

a sales beat. Both NIO and XPeng beat third- from the U.S., while small-caps get about
quarter sales estimates. For Li, Wall Street 80% of their sales here. Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF
is looking for $1.13 billion in sales, up from Navellier & Associates founder Louis
about $370 million in 2020’s third quarter. Navellier says he will be thankful in 2022
Analysts project the trio will become con- for profit margin expansion. Stocks that An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a
sistently profitable from 2022 to 2024, and can grow profits faster than they grow prospectus, which contains this and other information, call 1-866-SECTOR-ETF or visit www.sectorspdrs.com. Read the
prospectus carefully before investing.
there’s no need to rush back into stocks that sales will be the big winners. “High mar-
All ETFs are subject to risk, including possible loss of principal. Sector ETF products are also subject to sector risks and non-diversification risks, which generally
aren’t producing profits. It’s hard to deny, gin, monopoly-type stocks like Nvidia results in greater price fluctuations than the overall stock market. Ordinary brokerage commissions apply.
however, that growth is significant and the [NVDA] will fare the best,” he says.
The S&P 500 is an index of 500 common stocks that is generally considered representative of the U.S. stock market. You cannot invest directly in an index.
outlook for EV sales looks better at the end Other companies with high profit mar-
ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust.
of 2021 than it did last year. gins and high market share include Alpha-
EV penetration of new Chinese car sales bet (GOOGL), Facebook parent Meta Plat-
hit roughly 20% in October. Penetration forms (FB), and Apple (AAPL).
was about 6% for all of 2020. Barry Bannister, market strategist at
That looks like growth to us. Stiefel, takes a grimmer view. He’s waiting
for a bubble to pop.
Reasons to Give Thanks This year, Bannister says, he’s “grateful
Thanksgiving may be over, but there is for inflation because it shows [modern mon-
much to be thankful for about the stock etary theory] doesn’t work.” Modern mone-
market over the past year. Big gains, for one: tary theory is complicated, but it essentially
The S&P 500, Dow Jones Industrial Aver- holds that government deficits don’t matter
age, and Nasdaq Composite Index added
26%, 17%, and 27%, respectively, from
and won’t cause inflation. “In 2022, I’ll be
grateful for higher real Treasury yields,
Manage Your Barron’s
Thanksgiving 2020 through Friday.
While reflection is great, the market, as
because it shows that [valuation] bubbles
are something to be prevented,” he says.
Account Online
ever, is forward-looking. What will we be Low interest rates do lead to inflated
thankful for when Thanksgiving 2022 rolls valuations—and to things like shiba inu
around? There is a lot that could vex inves- cryptocurrencies. Bannister recommends
Update your account details any time.
tors this coming year. Covid is posing new that investors stay cautious in fourth- It’s quick and easy.
threats, and inflation is making people quarter 2021 and first-quarter 2022. That
nervous, The Federal Reserve is—slowly— means more portfolio allocation to things • Place delivery holds
withdrawing monetary stimulus. such as utilities, staples, and healthcare. • Change an address
“What I think we will be thankful for in “My team and I are thankful for the • Report an issue
2022 is the resiliency of Corporate Amer- creativity, agility, and determination of Cor- • Update your payment information
ica,” says Liz Young, head of investment porate America to manage through supply-
• Reset your password and more
strategy at SoFi. She believes that corpora- chain and inflation pressures,” says Lori
tions can manage in this environment, Calvasina, RBC’s head of U.S. equity strat-
helped by the strength of the U.S. consumer. egy. Like Young, she appreciates the support
Explore now at customercenter.barrons.com
Young suggests that investors consider a the government has provided to the U.S.
higher allocation to small-capitalization economy during the pandemic.
stocks, those with a market cap around $20 “Next year, we think we will be thankful
billion or less—as represented by the Rus- for all of these things again, and also hope
sell 2000 index. Such stocks are more lev- to be thankful for being able to pull all of the
eraged to the U.S. consumer. Megacorpora- Covid charts out of our marketing deck.” © 2021 Dow Jones & Co., Inc. All rights reserved. 2E7838
tions generate about 60% of their sales Most investors would agree with that. B
Market Laboratory
DOW JONES U.S. TOTAL MARKET INDUSTRY GROUPS US TREASURY BILLS
Net Change % Change and Ranking 52 Week Wkly Ask
Coming Earnings
Top 20 Weekly Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Maturity Bid Asked Chg. Yld. Day Consensus Year
Food Retailers & Whlslrs DJUSFD 843.41 + 17.27 222.54 +2.09 [1] +36.05 [33] +35.84 [27] +26.93 851.34 565.02 Nov 30 '21 0.03 0.02 -0.01 0.02 Estimate Ago
Exploration & Production DJUSOS 659.25 + 13.01 255.12 +2.01 [2] +60.79 [7] +63.13 [3] –.39 717.15 376.85 Dec 02 '21 0.03 0.02 -0.02 0.02
Dec 07 '21 0.04 0.03 .... 0.03 Continued from page 11
Oil & Gas Producers DJUSOG 529.22 + 9.34 181.42 +1.80 [3] +48.23 [13] +52.16 [7] –3.65 564.28 332.48
Integrated Oil & Gas DJUSOL 459.94 + 7.25 139.47 +1.60 [4] +38.56 [29] +43.52 [15] –5.99 485.42 312.16 Dec 09 '21 0.04 0.03 -0.01 0.03 TH
Pipelines DJUSPL 621.40 + 9.22 163.04 +1.51 [5] +28.00 [44] +35.57 [28] +.63 664.25 454.52 Dec 14 '21 0.05 0.04 0.01 0.04
Dec 16 '21 0.07 0.06 -0.04 0.06 DocuSign (Q3) 0.60 0.46
Food & Drug Retailers DJUSDR 1042.22 + 14.90 244.96 +1.45 [6] +30.78 [40] +30.73 [37] +15.93 1,053.98 758.43
Dec 21 '21 0.07 0.06 -0.04 0.06 Dollar General (Q3) 2.00 2.31
Full Line Insurance DJUSIF 55.08 + .59 17.11 +1.08 [7] +42.29 [21] +45.05 [14] +10.46 59.64 36.92 Dec 23 '21 0.09 0.08 -0.03 0.08
Mobile Telecom DJUSWC 368.21 + 3.49 –54.02 +.96 [8] –13.69 [135] –12.79 [134] –1.59 435.66 364.72 Dec 28 '21 0.11 0.10 -0.01 0.10 SmartSheet (Q3) -0.06 -0.11
Telecom Equipment DJUSCT 1617.41 + 14.66 339.43 +.91 [9] +32.28 [36] +26.56 [43] +10.55 1,680.71 1,227.38 Dec 30 '21 0.11 0.10 -0.01 0.10
Reinsurance DJUSIU 354.01 + 3.04 60.78 +.87 [10] +19.94 [69] +20.73 [53] +9.75 366.83 280.80 Ulta Beauty (Q3) 2.46 1.64
Jan 04 '22 0.06 0.05 .... 0.05
Aluminum DJUSAL 163.80 + 1.20 85.06 +.74 [11] +135.40 [1] +108.03 [1] +16.33 195.54 61.49 Jan 06 '22 0.05 0.04 -0.01 0.04 F
Nondurable Hshld Pdts DJUSHN 1157.00 + 7.99 51.59 +.70 [12] +5.11 [113] +4.67 [109] +15.42 1,169.37 972.78 Jan 11 '22 0.03 0.02 -0.02 0.02
Biotechnology DJUSBT 2813.35 + 18.62 312.73 +.67 [13] +18.19 [77] +12.51 [84] +13.51 3,082.72 2,431.75 Jan 13 '22 0.04 0.03 -0.01 0.03 Big Lots (Q3) -0.16 0.76
Oil Equip, Svcs & Distri DJUSOQ 281.31 + 1.81 61.57 +.65 [14] +25.35 [54] +28.02 [41] –9.07 314.00 213.25 Jan 18 '22 0.04 0.03 .... 0.03 Hibbett (Q3) 1.58 1.45
Fixed Line Telecom DJUSFC 111.24 + .48 –19.70 +.43 [15] –15.72 [137] –15.04 [135] –6.56 148.56 110.76 Jan 20 '22 0.05 0.04 .... 0.04
(Earnings are diluted and report dates are tentative. All fore-
Nonlife Insurance DJUSIX 799.47 + 2.40 142.64 +.30 [16] +23.18 [57] +21.72 [49] +11.70 828.44 632.32 Jan 25 '22 0.04 0.03 .... 0.03
Jan 27 '22 0.05 0.04 .... 0.04
casts and historical numbers exclude extraordinary items by
Pharmaceuticals & Biotech DJUSPN 1048.01 + 2.35 123.29 +.22 [17] +19.43 [73] +13.33 [80] +10.92 1,122.88 889.33 accounting definitions.)
Feb 03 '22 0.05 0.04 0.01 0.04
Property & Casualty DJUSIP 1075.32 + 1.81 139.02 +.17 [18] +19.77 [70] +14.85 [77] +11.06 1,115.50 871.38 Feb 10 '22 0.05 0.04 .... 0.04 Source: FactSet
Commercial Vehicles DJUSHR 3182.73 + 3.47 455.65 +.11 [19] +19.72 [71] +16.71 [71] +20.44 3,604.32 2,625.34 Feb 17 '22 0.05 0.04 .... 0.04
Insurance DJUSIR 830.36 + .35 153.44 +.04 [20] +23.64 [55] +22.67 [48] +11.05 863.92 654.76 Feb 24 '22 0.06 0.05 0.01 0.05
Net Change % Change and Ranking 52 Week Mar 03 '22 0.06 0.05 0.01 0.05
Top 20 Yr Ago Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Mar 10 '22 0.06 0.05 0.01 0.05 TRADING SUSPENDED
Aluminum DJUSAL 163.80 + 1.20 85.06 +.74 [11] +135.40 [1] +108.03 [1] +16.33 195.54 61.49 Mar 17 '22 0.06 0.05 0.01 0.05
Automobiles DJUSAU 1340.54 – 60.68 479.25 –4.33 [125] +82.69 [2] +55.64 [5] +88.40 1,491.73 724.14 Mar 24 '22 0.07 0.06 0.02 0.06 NYSE
Steel DJUSST 401.24 – 1.13 178.15 –.28 [24] +75.46 [3] +79.86 [2] +17.36 445.96 208.43 Mar 31 '22 0.07 0.06 0.02 0.06
Automobiles & Parts DJUSAP 1522.74 – 70.96 513.32 –4.45 [128] +74.70 [4] +50.85 [10] +68.98 1,683.79 860.86 Apr 07 '22 0.07 0.06 0.02 0.06 CAI International (CAI)
Apr 14 '22 0.07 0.06 0.02 0.06
Transportation Svcs DJUSTS 426.24 – 21.49 146.61 –4.80 [132] +72.79 [5] +52.43 [6] +24.48 460.88 243.69 NYSE American
Apr 21 '22 0.07 0.06 0.01 0.06
Industrial Metals & Mining DJUSIM 394.92 – 4.73 152.07 –1.18 [45] +69.95 [6] +62.62 [4] +27.10 427.18 228.13
Apr 28 '22 0.07 0.06 0.02 0.06 None
Exploration & Production DJUSOS 659.25 + 13.01 255.12 +2.01 [2] +60.79 [7] +63.13 [3] –.39 717.15 376.85 May 05 '22 0.08 0.07 0.03 0.07
Nonferrous Metals DJUSNF 498.15 – 13.91 150.09 –2.72 [92] +58.20 [8] +43.12 [17] +49.75 599.28 312.88 May 12 '22 0.08 0.07 0.02 0.07 Nasdaq
Specialty Finance DJUSSP 629.30 – 14.21 215.45 –2.21 [76] +57.03 [9] +52.06 [8] +42.23 652.34 387.43 May 19 '22 0.08 0.07 0.02 0.07 Acceleron Pharma (XLRN)
Semiconductor DJUSSC 9146.26– 343.96 2,897.42 –3.62 [113] +55.33 [10] +46.37 [13] +45.22 9,490.22 5,942.14 May 26 '22 0.09 0.08 .... 0.08
Heavy Construction DJUSHV 809.60 – 24.12 258.31 –2.89 [96] +51.07 [11] +46.86 [12] +26.22 839.67 529.06 Jun 16 '22 0.10 0.09 0.03 0.09
Adamas Pharmaceuticals (ADMS)
Home Improvement Rtlrs DJUSHI 871.15 – 11.62 297.23 –1.32 [54] +50.49 [12] +51.79 [9] +35.48 890.06 544.61 Jul 14 '22 0.11 0.10 0.04 0.10 Echo Global Logistics (ECHO)
Oil & Gas Producers DJUSOG 529.22 + 9.34 181.42 +1.80 [3] +48.23 [13] +52.16 [7] –3.65 564.28 332.48 Aug 11 '22 0.12 0.11 0.01 0.11 Flexion Therapeutics (FLXN)
Retail REITs DJUSRL 105.40 – 3.26 34.21 –3.00 [99] +45.98 [14] +48.04 [11] –.60 110.10 68.66 Sep 08 '22 0.14 0.13 0.02 0.13
Oct 06 '22 0.16 0.15 0.03 0.15
Home BancShares (HOMB)
Investment Svcs DJUSSB 1980.07 – 9.70 510.95 –.49 [29] +45.65 [15] +34.78 [29] +20.26 2,087.92 1,344.83
Nov 03 '22 0.18 0.17 0.03 0.17 iFresh (IFMK)
Construction & Materials DJUSCN 1391.06 – 30.39 421.07 –2.14 [71] +45.24 [16] +43.41 [16] +31.31 1,422.24 934.97
Bldg Materials & Fixtures DJUSBD 1832.04 – 38.38 548.32 –2.05 [69] +44.22 [17] +42.71 [19] +32.36 1,874.14 1,238.13 Inovalon Holdings (INOV)
Technology Hardware & Equip DJUSTQ 4254.65– 113.18 1,010.93 –2.59 [85] +44.21 [18] +31.17 [35] +42.76 4,385.69 2,969.55 Yunhong International (ZGYH)
Residential REITs DJUSRN 302.57 – 1.70 90.86 –.56 [32] +43.12 [19] +42.92 [18] +14.56 311.74 204.14
Banks DJUSBK 591.63 – 2.79 157.05 –.47 [28] +42.35 [20] +36.14 [26] +9.90 625.40 400.36 NYSE HALF-HOURLY VOLUME
Groups are weighted by capitalization. 52-week highs and lows are based on daily closes. Dec. 31, 1991=100. In the U.S. listings, % vol chg Daily 11/22 11/23 11/24 11/25 11/26 DISTRIBUTIONS & OFFERINGS
column shows the change from previous 65-day moving average. Volume figures do not reflect extended trading hours.
9:30-10:00 129,068 122,709 101,716 ... 179,854 Secondary Distributions of common stocks
10:00-10:30 48,742 49,996 42,251 ... 64,113 Life360 61,382,351 $12.00 $179,038,990
AMERICAN DEBT AND DEFICITS 10:30-11:00 43,908 46,356 34,506 ... 51,294
11:00-11:30 45,528 39,573 29,430 ... 49,903 Outlook Therapeutics 40,000,000 $1.25 $50,000,000
Latest Preceding Year AgoYear over Year
Report Report Report % Chg 11:30-12:00 49,412 37,024 29,882 ... 48,300 Source: Dealogic LLC, New York City; (212) 577-4400.
12:00-12:30 36,603 28,413 24,250 ... 52,517
Federal Budget Deficit (bil. $)-a ......................................... 920FY'22 966FY'21 1,083FY'20 ….
Budget Surplus/Deficit (bil. $)-b, October........................ –165.06 r-61.62 –284.07 -41.89 12:30-1:00 29,739 25,197 20,001 ... 294,657
Trade Deficit (bil. $, sa)-c, September ............................... –80.93 r-72.81 –62.63 29.22 1:00-1:30 28,499 26,845 21,224 ... ... SELECTED INITIAL PUBLIC OFFERINGS
Treasury Gross Public Debt. (bil. $)-d ............................... 28,908.7 28,908.7 27,270.0 6.01 1:30-2:00 28,253 28,387 19,527 ... ...
Initial Most
Treasury Statutory Debt Limit (bil. $)-d............................. 28,881.5 28,401.4 …. …. 2:00-2:30 27,122 26,848 24,458 ... ...
Ticker Offer IPO Recent %
Consumer Installment Debt (bil. $)-e, September .......... 4,367.4 r4,337.5 4,157.0 5.06 2:30-3:00 30,226 29,662 24,240 ... ...
Code Price Date Price Chg
Sources: a-Office of Management and Budget, b-Monthly Treasury Statement, c-Monthly Commerce Dept. Report, d-Daily Treasury 3:00-3:30 37,259 34,920 26,927 ... ...
Statement, e-Monthly Federal Reserve Release. 3:30-4:00 408,719 399,046 347,139 ... ... AeroClean Tech AERC 10.00 11/24 81.00 710.0%
PULSE OF THE ECONOMY

Only includes new reports. Latest Latest Preceding Year YroYr Latest Latest Preceding Year YroYr
Economic Growth and Investment Date Data Period Ago % Chg Date Data Period Ago % Chg
Gross domestic product ................................................................ 3rd Qtr 2.1 6.7 33.8 4.90 Gasoline, (thous. bbls) .................................................................. Nov 19 211,393 211,996 230,147 –8.15
Personal income, (bil. $)................................................................ Oct 20,783.3 r20,689.9 19,628.8 5.88 Orders
Personal Savings Rate, St.Louis Fed .............................................. Oct 7.3 r8.2 13.6 –46.32
All fixed investment, (bil. $)............................................................ 3rd Qtr 3,582.9 3,593.0 3,318.5 7.97 Durable goods, (bil. $) ................................................................... Oct 260.1 261.3 242.0 7.48
Non–residential investment, (bil. $) ............................................... 3rd Qtr 2,884.1 2,873.1 2,646.9 8.96 Trade
Residential investment, (bil. $) ...................................................... 3rd Qtr 693.1 708.2 657.8 5.37
Production Exports, (bil. $).............................................................................. 3rd Qtr 2,286.5 2,304.2 2,166.3 5.55
Imports, (bil. $) ............................................................................. 3rd Qtr 3,598.7 3,548.7 3,187.5 12.90
Electric power, (mil. kw hrs) (EEI) .................................................. Nov 20 71,643 69,510 69,338 3.32
Inflation
Petroleum, related capacity, % ...................................................... Nov 19 88.6 87.9 78.7 12.58
Rotary rigs running, U.S. & Can., (Hughes) .................................... Nov 24 740 730 422 75.36 JOC–ECRI Industrial Price Index f .................................................. Nov 26 144.70 143.45 100.25 44.34
Steel, (thous. tons) ........................................................................ Nov 20 1,861 1,856 1,582 17.64 Gross domestic product deflator.................................................... 3rd Qtr 5.9 6.1 3.6 ….
Steel, rated capacity, % (AISI)........................................................ Nov 20 84.3 84.1 71.5 17.90
Employment
Consumption and Distribution
Initial jobless claims (thous.) ........................................................ Nov 20 199 r270 762 –73.88
Consumer spending, (bil. $) .......................................................... Oct 16,290.7 r16,076.4 14,546.0 11.99 Continuing claims (mil.) ................................................................ Nov 13 2.049 r2.109 6.138 –66.62
Durable goods (bil. $) .................................................................... Oct 261.5 r257.5 249.4 4.85
Instinet Research Redbook Avg. (monthly %) ................................ Nov 20 –6.96 –5.24 1.40 …. Construction
Baltic Dry Index ............................................................................. Nov 26 2,767 2,454 1,230 124.96 No Activity for this Week
New home sales, (thous. units)...................................................... Oct 745 r742 969 –23.12
Personal consumption, (bil. $)....................................................... 3rd Qtr 13,723.7 13,665.6 12,820.8 7.04 Other Indicators
Inventories Citi Research Panic–Euphoria Reading .......................................... Nov 26 1.40 r1.41 0.94 48.94
a-1997 equals 100. b-1982-84 equals 100. c-1982 equals 100. f-1996 equals 100. h-benchmark revision, 2016 equals 100. r-Revised.
Domestic crude oil, (thous. bbls) Comm. (Excl. Lease Stck) ........... Nov 19 434,020 433,003 488,721 –11.19
32 BARRON’S November 29, 2021 November 29, 2021 BARRON’S 33
EU RO P EA N T RA DER EMERGIN G MA R K E TS T HE ST R I K ING P RI CE

Investors who bought Peloton at higher prices
could double up on the stock to reset the cost
basis and position for a potential recovery.
New Strain Complicates Raising Rates and Hoping How to Profit From Your Equity Options
P2BW333000-0-W03200-1--------XA Composite
Europe’s Path to Recovery For a Brighter New Year Fallen Peloton Shares CBOE VOLATILITY INDEX
VIX Close VIX Futures
40
THE EQUITY-ONLY PUT-CALL RATIO
Put-Call Ratio S&P 500 Index
135
35
110
30
By Pierre Briançon noted Deutsche Bank analyst Jim Reid, “a By Craig Mellow Kalen says. By Steven M. Sears higher prices—can be sold. Anyone who
25 85
number of less-affected countries [were] The countries hiking most aggres- does that should be able to claim a loss on
A S I
new, virulent strain of coronavi- seeing cases move in an upward direction, earching for yield in a low-return sively are also long on political risk. Bra- t’s about time for an end-of-year review their tax returns. Consult your tax adviser. 20
rus first identified in South Af- including France, Italy, and the U.K.” world? How about Brazil? The zil faces an election next year between of your portfolio to identify losses and While doubling up with stock is the 60
15
rica raises fresh fears in Europe So the type of measures even these central bank there has hiked in- two bad alternatives, from the markets‘ gains. Investors should try to under- usual method, Michael Schwartz, Oppen-
just as governments throughout governments might have to take will be terest rates from 2% to 7.75% this point of view: incumbent president Jair stand what went wrong and what went heimer’s chief options strategist, prefers D J F M A M J J A S O N 10 D J F M A M J J A S O N 35
the continent are preparing measures to “key ones to watch and will have big im- year, and 10-year local-currency bonds Bolsonaro and leftist ex-president Luiz right—and why—and recalibrate for 2022. using call options to limit risk and expense. Daily Values Source: CBOE Source: McMillan Analysis Corp.
counter the spread of a fourth wave of plications for economies and markets yield north of 11% annually. Mexican Inacio Lula da Silva. If possible, take advantage of soured in- The mechanics of the trade are the same,
Covid-19. too,” Reid wrote. rates have climbed from 4% to 5% since The peso slid to an eight-month low vestments that might have long-term merit. If but options are less expensive than stock. SPX SKEW NDX SKEW
The African variant, called B.1.1.529, While Austria and Germany have some May. Poland hiked from 0.1% to 1.5% this week on Mexican President Andres you bought a stock at a higher price, it might Schwartz advises clients who bought Implied volatility % Implied volatility %
was identified within days of its discov- of the lowest vaccination rates in Europe, over the past two months. And so on. Manuel Lopez Obrador’s out-of-left-field make sense from a tax perspective to take the Peloton near its high price to double up 16% 13%
ery in Israel, Hong Kong, and Belgium, other governments have no reason to be “This is the first time in 35 years I have choice for central bank governor. loss against other gains and restart the in- with March $50 calls, which cost about
15 12
leading to many countries immediately complacent. ING economists Franziska seen EM central banks lead the way on And Russia was a capital magnet for vestment from a lower price, a strategy $6.75 when the stock was $46.41. On the
banning travel to and from South Africa Biehl and Carsten Brzeski note that “the tightening,” says David Robbins, an much of this year on rate hawkishness known as “doubling up.” 31st day, the original tax lot could still be 14
11
and neighboring states. past couple of years have shown that the emerging markets debt portfolio manager and energy prices. Now it’s tumbling as Peloton Interactive (ticker: PTON), sold, and investors would own only the 13
Whether or not the new variant proves feeling of being ‘safe or secure’ can be mis- at TCW. Vladimir Putin masses armies against which rose to prominence during the pan- equivalent number of calls. (Each call rep- 10
12
resistant to existing vaccines will take leading and can be quickly overtaken by He and other managers aren’t piling Ukraine. The ruble is down 8% against demic and has since messily fallen from the resents 100 shares, so you would need 10 9
11
several weeks to ascertain. After nearly events,” and that further restrictions into the bonds just yet, though. Maybe the dollar over the past month, burning market’s bullish summits into the ash heap calls to cover 1,000 shares, for example.)
two years of the pandemic, governments, would “increase the risk of economic stag- next year. The iShares JP Morgan EM bondholders. of troubled companies. might just fit the bill. Again, the time frame is critical. Should 10 8
businesses, and households are better nation as we enter a new year.” Local Currency Bond exchange-traded Asia is offering less immediate risk, Peloton, of course, makes exercise bikes the stock be sold before 30 days have ex- 9 7
D J F M A M J J A S O N D J F M A M J J A S O N
prepared to cope with the problem. But Austria has made the vaccine manda- fund (ticker: LEMB) is down more than and less reward. Regional giants India, with video monitors that enable people to pired, investors would violate the wash-sale Source: Credit Suisse Equity Derivatives Strategy Source: Credit Suisse Equity Derivatives Strategy
restrictions already in place—or in the tory, but other countries are trying to 7% since Sept. 1, a vertiginous drop for Indonesia, and Philippines are all hold- take classes with world-class instructors rule and the IRS won’t allow the loss, Skew indicates whether the options market expects a stock-market advance or decline. It measures the difference
pipeline—will dampen the continent’s reach the same goal by different means— fixed income. ing steady near record-low interest from home. The company enjoyed extraor- Schwartz warned. During the past 52 weeks, between the implied volatility of puts and calls that are 10% out of the money and expire in three months. Higher
readings are bearish.
economic recovery. for example by restricting normal activi- Other things being equal, a widening rates. dinary success during the pandemic, only Peloton has ranged from $41.13 to $171.09.
Austria has taken the most radical ties such as going to restaurants. But gap between U.S. and foreign interest to be undone by manufacturing woes and Some will wonder why Schwartz chose a
N
Week's Most Active
measures so far, with a national lock- even restrictions limited to the unvacci- rates should rekindle the so-called carry ext year could be better, inves- ultimately by the Covid vaccine, which en- March call, which expires in about 120 Company Symbol Tot Vol Calls Puts Avg Tot Vol IV %ile Ratio
down that shut all stores save for those nated have a negative impact on de- trade: investors borrowing in dollars (or tors say, with inflation cooling abled gyms to reopen. Shares are down days. The answer is simple. Peloton is a Ocuphire Pharma OCUP 45551 41472 4079 159 100 286.5
selling basic goods, and a requirement for mand—for example, by banning travel for euros) and redeploying into real, pesos, and emerging markets’ interest 69% this year. “show me, don’t tell me” company. The Qaualigen Therapeutics QLGN 42963 34086 8877 195 97 220.3
people to stay home. However, Austria a segment of the population. or zlotys. But other things are far from rates peaking, just as the Fed Yet renewed concerns that the pandemic management team has arguably lost the MediciNova Corp. MNOV 4734 4573 161 120 98 39.5
Engine Gaming & Media GAME 8197 7740 457 345 100 23.8
accounts for less than 3% of the Euro- “Fear of the virus is substantially less equal as the world struggles to emerge starts hiking interest rates for real. Rising might not be over prompted Peloton shares trust of investors as the stock has tumbled Vonage VG 67835 49243 18592 3642 3 18.6
pean Union’s gross domestic product. than last year, but restrictions do hamper from Covid-19 without reigniting run- rates are bondholders’ enemy. “Once we to bounce on Friday. The company contin- from all-time highs. Plus, the company Olo OLO 20478 18640 1838 1824 43 11.2
Up until now, the strength of the new economic efficiency—as does the spa- away inflation. see peak inflation, the carry trade could ues to have a cultlike following, and in- recently said that it wouldn’t need to raise Dycom Industries DY 5443 3916 1527 567 3 9.6
spike has been correlated with the pace ghetti bowl of tangled regulation involved The emerging market rate increases come back with force,” says Luc D’hooge, structors like Cody Rigsby have become capital, only to subsequently say that it Hewlett-Packard HPQ 160901 95941 64960 18399 48 8.7
Autodesk ADSK 97178 47058 50120 11805 62 8.2
MAGENTA
BLACK
CYAN
YELLOW
and acceptance of vaccinations through- in international travel,” writes UBS chief are barely keeping pace with price rises, head of emerging markets bonds at Von- celebrities. And it has just begun a big would sell more stock to raise capital. Multiplan MPLN 36058 31739 4319 4455 92 8.1
out the continent. economist Paul Donovan. and inflation there looks stickier than in tobel’s Fixed Income Boutique. trade-in program for its bikes. Still, the Peloton cult is a valuable asset, Urban Outfillers URBN 34551 19184 15367 4497 32 7.7
Germany, the region’s largest economy, No one for now can quantify the hit to developed markets. U.S. and Mexican D’hooge is expecting that happy mo- Investors who bought Peloton at higher even if it is hard to value by traditional met- Anaplan PLAN 37212 23881 13331 5841 36 6.4
Pure Storage PSTG 38093 30388 7705 6030 41 6.3
is facing a “highly dramatic situation,” growth from the coming restrictions. But inflation are both about 6% currently. A ment to come in spring of 2022, an edu- prices could double up on the stock to reset rics. The double-up trade expresses a view
Zoom ZM 829476 339983 489493 138606 30 6.0
according to departing Chancellor An- they may present a new problem for gov- year from now, markets project the U.S. cated guess at best. Another precondi- the cost basis and position for a potential that the company’s management team will Genius Sports GENI 51140 38724 12416 8970 92 5.7
gela Merkel, who has urged her succes- ernments and central banks. If the econ- at 2.5%, with Mexico stuck at 4.5%, says tion: continued cooling of U.S. economic recovery. The deadline to buy new stock to rise to the occasion and try to be as good as Turkey Index ETF TUR 20949 7239 13710 3663 85 5.7
sor, Social Democrat Olaf Sholz, to imple- omy takes longer to recover, the return to Phoenix Kalen, head of emerging markets growth—the third-quarter rate was 2.1% capture losses for this year is Nov. 30. After the instructors and the community. If not, Nordstrom JWN 298247 161614 136633 53595 52 5.6
Russia ETF RSX 55742 7440 48302 9876 82 5.6
ment new, nationwide restrictions. So far, some form of fiscal discipline, in coun- research at Societe Generale. That damp- year on year—while emerging markets that date, there won’t be enough time to well, the cost basis was reset, a tax advan-
P2BW333000-0-W03200-1--------XA
Gap GPS 326680 175890 150790 60909 45 5.4

only some regional authorities—includ- tries that were considering it, will have to ens return expectations. accelerate out of the pandemic. “People avoid the Internal Revenue Service’s wash- tage was realized, and the journey of risk CommScope COMM 54554 48063 6491 10857 82 5
ing in the capital, Berlin—have begun to be postponed. Investors are instead accentuating the like to see the growth differential with sale rule, which restricts loss deductions by and return begins anew. B This table of the most active options this week, as compared to average weekly activity – not just raw volume. The idea is that the
try to counter the fourth wave. And if the B.1.1.529 strain proves as negative for emerging markets. Federal the developed world increasing, not investors who buy the same holding within unusually heavy trading in these options might be a predictor of corporate activity – takeovers, earnings surprises, earnings pre-
announcements, biotech FDA hearings or drug trial result announcements, and so forth. Dividend arbitrage has been eliminated. In
Beyond travel restrictions aimed at Af- virulent as feared, central banks plan- Reserve hints of tightening to come bol- decreasing, as it has been,” D’hooge 30 days before or after a sale. Steven M. Sears is the president and chief oper- short, this list attempts to identify where heavy speculation is taking place. These options are likely to be expensive in comparison to
their usual pricing levels. Furthermore, many of these situations may be rumor-driven. Most rumors do not prove to be true, so one
rica, the EU’s three other big members— ning to unwind quantitative easing or ster the dollar and evoke memories of the says. Peloton investors can buy the same ating officer of Options Solutions, a specialized should be aware of these increased risks if trading in these names
France, Italy, and Spain—have refrained raise rates may reconsider their decisions “taper tantrum” that crashed emerging A lot of ifs. “It could be darkest before number of shares and hold them for 30 asset-management firm. Neither he nor the firm Ratio is the Tot Vol divided by Avg Tot Vol. IV %ile is how expensive the options are on a scale from 0 to 100.
from dramatic steps so far. Even before the —or delay the return to monetary policy markets in 2013. “This whole year has the dawn,” SocGen’s Kalen says. Or the days. On the 31st day, the original tax lot of has a position in the options or underlying securi- Source: McMillan Analysis
discovery of the South African strain, as usual. B been a taper tantrum in fits and starts,” night could last awhile. B Peloton shares—the stock you bought at ties mentioned in this column.
COMMODITIES
Higher Gas Prices Will
Stick Around for a While
By Simon Constable should be worrying. Crude demand is ex-
pected to exceed pre-Covid levels next
B
ad news for your wallet: Eye-wa- year, says Rob Thummel, a portfolio man-
tering pump prices for gasoline ager at TortoiseEcofin. In other words,
are likely here for a while. supply increases from the oil cartel likely
Worse still, Tuesday’s an- won’t keep up with growth in demand.
nouncement by the Biden administration The second issue is that the Biden ad-
to release oil from the strategic petroleum ministration policies are restricting a
reserve (SPR) likely won’t have a pro- supply response from the U.S. energy
longed effect on dampening pump prices, industry. It might sound brutal but the
experts say. noble goal of promoting clean energy is
Other significant factors will keep them helping elevate gas prices. “[The admin-
NOW IN PRIME TIME elevated longer term, including actions by istration’s approach] is the first to be
the Organization of Petroleum Exporting fairly hostile towards the domestic oil
Every Friday in their new prime-time 9 p.m. slot, Countries plus Russia, known as OPEC+, and gas industry,” says a recent report
green energy policies in the U.S., and in- from CFRA. “Any policy that effectively
editors and writers on Barron’s Rooundttable help you vestor demands. deters incremental supply of crude oil
“I don’t think the SPR release will help should elevate prices.” And it has seem-
anticipate market shifts, take informed risks, and that much,” says Stewart Glickman, a se- ingly done just that.
nior equity analyst at CFRA. “You’ll likely Investors are also having an impact on
make smarter investment decisions. get a short-term alleviation from the pain oil prices. Wall Street has long wanted to
in a similar way to taking an aspirin to fix see exploration-and-production (E&Ps)
a headache.” companies take a more measured ap-
Across the U.S., gas prices averaged proach to expanding production. The en-
HOST: JACK OTTER
$3.40 a gallon as of Nov. 23, up 61% from ergy industry overexpanded during boom
SPONSORED BY $2.11 a year ago, according to AAA. Glick- times with new exploration-and-develop-
man says they could easily go as high as ment projects. But now big oil has finally
$3.70, depending on the oil price. Likewise, gotten the message: look after sharehold-
prices for reformulated gasoline futures ers before anything else.
contracts on the CME have rallied over the “Once spendthrift E&Ps continue to
past year. keep their purse strings drawn tight, elimi-
The cause of high gas prices is simple: nating the former source of incremental
Oil supplies are not likely to keep up with supply,” the Morningstar report states. The
Fox Business increases in demand as the global economy result: Oil inventories could plummet to
rebounds from the Covid-19 pandemic levels not seen in over half a decade.
Fridays at What can investors do to mitigate these
lockdowns. Typically, excess demand leads
9 PM ET to higher oil prices which then translate wallet-emptying fuel costs? Try buying
into rising gas prices. Brent crude, the Eu- unhedged oil stocks such as ConocoPhil-
ropean benchmark, was recently fetching lips (ticker: COP) or Occidental Petro-
$82 a barrel up from about $47 a year ago, leum (OXY), says CFRA. Both look poised
according to TradingEconomics.com. to benefit from next year’s likely high oil
Three major factors are likely to keep the prices.
price elevated over the next year. The first is Of course, oil and gasoline prices could
OPEC+, which has modest oil production fall if demand falls, such as in the event of
increases planned. “OPEC+ is sticking to its another wave of Covid-19 lockdowns, like
steady progression of quota increases, yet those recently announced in Austria and
its actual production deficit continues to other European countries. A week ago, the
© 2021 Barron’s Group & Dow Jones & Company, Inc. All rights reserved. 4E5262 grow,” notes a Morningstar report. risk of widespread lockdowns seemed re-
That lack of OPEC+ supply response mote—now less so. B
I N S I DE SC OOP
expected to close near Nov. 22 and POWER PLAY
will leave ValueAct with a stake of
M&A Heats
17,550,411 LKQ shares. ValueAct is
represented on LKQ’s board by
partner Jacob Welch, who was
appointed last August through an
earlier pact between ValueAct and
Up in Data
Jeff Immelt Bought Shares
LKQ.
CryoPort (CYRX)
Blackstone Group (BX) has re-
duced its position in the life-sci-
Centers
Of Cloud Firm Twilio ences firm to 5,871,749 shares. On
Nov. 16, Blackstone affiliates Black- BY CARLETON ENGLISH
D
stone Tactical Opportunities and
Blackstone Freeze Parent combined ata-center deal-making
to sell 500,000 shares through a is in the air, giving
By ED LIN Exchange Commission, Immelt now block trade sale that priced Cryo- Wall Street hope that
T
owns 16,762 shares, including re- Port shares at $76 each. No reason Las Vegas-based
wilio stock has stricted stock units. was given for the sale, which leaves Switch will soon be on
slumped this year, Immelt didn’t reply to a requests Blackstone with a 10.7% stake in the block.
but director Jeff for comment left with Twilio, and Ex-GE CEO Jeff CryoPort’s outstanding stock. Earlier this month,
Immelt, a former with venture firm New Enterprise Immelt paid $1 Blackstone Tactical Opportunities Switch (ticker: SWCH) rival Core-
CEO of General Associates, which he joined as a ven- million for 3,400 and Blackstone Freeze were selling Site Realty (COR) was snatched
Electric, recently ture partner in 2018. shares of cloud CryoPort stock earlier this year as up by American Tower (AMT)
bought shares of Immelt’s previous purchase of company Twilio, well, including a total of 335,000 for $7.5 billion, while CyrusOne
the cloud-communications platform Twilio stock occurred on Aug. 5, 2019, of which he’s a CryoPort shares through a block (CONE) agreed to be bought by
company. when he paid $1 million for 8,500 director. Twilio trade on Aug. 24, and 700,000 KKR (KKR) and Global Infra-
Twilio (ticker: TWLO) has dropped shares, at an average price of $122.78. last month provid- shares in June. structure Partners for $11.5 billion.
about 15% in 2021. Twilio was seen as He had joined Twilio’s board that ed weak guidance. A report last week noted that KKR
a way to play online commerce during June. StepStone Group (STEP) is interested in continuing its ac-
the Covid-19 pandemic. But in late In late October, J.P. Morgan ana- ARG Private Equity lowered its quisitive streak, as one of the suit-
October, it provided weak guidance lyst Mark R. Murphy trimmed his stake in the private-market investors for London-based Global
and said that Chief Operating Officer price target on Twilio to $420 from ment firm to 7,518,036 shares. On Switch Holdings. Blackstone (BX)
George Hu was leaving. Its shares fell, $445 but kept an Overweight rating Nov. 18, ARG affiliate ARG Hold- and Equinix are also mulling bids
and have recently traded at a 52-week on the stock. Murphy wrote that “it ings sold 1,330,336 StepStone for Global Switch, according to
intraday low of $266.29. has become clear that Twilio is...ben- shares through a secondary offer- Bloomberg.
On Nov. 11, Immelt paid $1 million efiting from the acceleration of digi- ing that priced StepStone shares at All this puts the spotlight on
for 3,400 Twilio shares—an average tal transformations driven by work-, $52.35 apiece. After the offering, $6.4 billion Switch, which recently
price of $295.82 apiece. According to a learn-, and consume-from-home ARG holds 11.2% of StepStone’s announced that it was converting to
form he filed with the Securities and trends.” B outstanding stock. ARG CEO Ste- a real estate investment trust. The
ven Mitchell serves on StepStone’s move comes just three months after
board, along with Robert Waldo, Switch said that it would evaluate
who serves as an advisor to ARG the merits of the conversion, and
affiliate Sanford Energy. added activist hedge fund Elliott
Activist Holdings plan to take the company private. Ca-

per Sleep’s acquisition is expected to
close during the first quarter of 2022.
Canoo (GOEV)
DE Capital has slashed its posi-
Management, which holds an 11%
stake in the company, to its board.
Switch, which didn’t respond to
Casper Sleep (CSPR) tion in the maker of electric trucks a request for comment, is seeing
New Enterprise Associates dis- These disclosures are and recreational vehicles by renewed interest from analysts
from 13Ds filed with
closed that it holds a 15% interest in
the maker of mattresses and bed- Decreases the Securities and
Exchange Commission.
13Ds are filed within
nearly half, to 44,215,011 shares.
DE Capital sold 35,273,268 Canoo
following the flood of M&A in the
sector and a rosy outlook that man-
ding, equal to 6,222,502 shares.
New Enterprise announced that it
had entered into an agreement with
In Holdings 10 days of an entity’s
attaining more than
5% in any class of a
shares to AFV Partners through
a private deal that priced the
shares at $6.53 each.
agement gave at an investor day
this month.
“Given the level and duration of
company’s securities.
Casper Sleep and other investors to LKQ (LKQ) Subsequent changes AFV Partners was founded by outsize growth articulated at the
vote all of its Casper Sleep shares in ValueAct Capital cut its interest in in holdings or inten- Canoo’s chief executive, Tony Aq- investor day, we would not be sur-
favor of the retailer’s $286 million the auto-parts distributor by nearly a tions must be re- uila, who now owns a majority prised to see both public and pri-
ported in amended
acquisition by Durational Capital fifth, down to 6.1% of the tradable filings. This material is stake in the EV maker. The sale vate data-center operators make a
Management. Under the deal, stock. Through a stock-repurchase from Nov. 18 through closed on Nov. 22, as part of an bid for Switch,” Berenberg Capital
Nov. 24, 2021. Source:
which was disclosed on Nov. 15, agreement, LKQ agreed on Nov. 17 to InsiderScore.com
October purchase agreement be- Markets analyst Nate Crossett
Durational Capital will offer $6.90 buy 4,000,000 shares from ValueAct tween AFV and DE Capital that wrote in a note this month. He
in cash per Casper Sleep share in a for $57.28 apiece. The private deal is was amended on Nov. 19. raised his price target on Switch
stock to $34 from $32, and has a
Buy rating. B
Charting the Market

A graphic look at selected stock activity for the week ended on November 26, 2022 n Edited by Bill Alpert
UNITED AIRLINES HOLDINGS CARNIVAL MODERNA ZOOM VIDEO COMMUNICATIONS
UAL (NASD) • 42.26 • -3.85 49.0 CCL (NYSE) • 17.95 • -2.54 22.0 MRNA (NASD) • 329.63 • 65.85 356 ZM (NASD) • 220.21 • -31.09 259
 The airline’s stock took a 46.5  Carnival and other cruise 20.5  Covid-19 vaccine makers 332  The videoconference com- 243
drubbing on Friday on fears 44.0 operators were among the 19.0 surged as pandemic fears 308 pany got a lift from the vari- 227
Holiday
Holiday
Holiday
Holiday
of a new heavily mutated 41.5 hardest hit in Friday’s rout. 17.5 again gripped the markets. 284 ant worries after falling on 211
variant of Covid-19. Delta 39.0 New travel restrictions, and 16.0 Moderna, Pfizer, BioN- 260 earnings. Peloton Interac- 195
Air Lines and American M T W T F prospects of more, slammed M T W T F Tech, and Novavax all saw M T W T F tive and other stay-at-home M T W T F
Airlines also got hammered. the travel sector. share gains. stocks also climbed on Friday.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
64.5 34 505 495
58.0 30 415 434
51.5 26 325 373
45.0 22 235 312
38.5 18 145 251
32.0 14 55 190
Volume in Millions Volume in Millions Volume in Millions Volume in Millions

120 426 318 74
60 213 159 37
0 0 0 0
N D J F M A M J J A S O N N D J F M A M J J A S O N N D J F M A M J J A S O N N D J F M A M J J A S O N
RIVIAN AUTOMOTIVE HP NORDSTROM AUTODESK

RIVN (NASD) • 112.13 • -16.47 127 HPQ (NYSE) • 34.58 • 3.13 38 JWN (NYSE) • 22.41 • -10.33 35 ADSK (NASD) • 254.17 • -68.35 330
 The electric-truck devel- 121  The outlook for PC sales 36  Despite a sales beat, the 31  Analysts cut price targets 307
oper and Ford no longer 115 is good, said HP Inc. in 34 retailer’s October-quarter 27 after guidance was reduced 284
Holiday
Holiday
Holiday
Holiday
plan to team up on vehicles. 109 reporting a 13% rise in Octo- 32 EPS of 37 cents missed 23 by this software supplier— 261
Ford funded Rivian and still 103 ber-quarter revenue, and 94 30 forecasts for 57 cents. 19 which Wall Street thought 238
M T W T F M T W T F M T W T F M T W T F
owns stock, but their EVs cents a share earnings. Labor costs and supply- would benefit from federal
will compete next year. Dell’s PC sales shone, too. chain shortages hurt. infrastructure spending.
200 37 48.5 350
160 33 42.0 321
120 29 35.5 292
80 25 29.0 263
40 21 22.5 234
0 17 16.0 205

344 98 90 18
172 49 45 9
0 0 0 0
CHEVRON BEST BUY BANK OF AMERICA VONAGE HOLDINGS

CVX (NYSE) • 114.51 • 2.60 122 BBY (NYSE) • 114.77 • -21.36 147 BAC (NYSE) • 45.76 • 0.36 50.0 VG (NASD) • 20.69 • 4.32 22.0
 Oil prices sank on Friday, 119  Investors were frightened 138  The big banks got 48.5  Ericsson will buy the 21.5
tanking some oil majors. 116 when the retailer’s CEO told 129 creamed in Friday’s selloff. 47.0 internet-based telecom com- 21.0
Holiday
Holiday
Holiday
Holiday
Exxon Mobil fell 3.4%, and 113 of organized theft rings. He 120 Bank of America was 45.5 pany for $6.2 billion in cash. 20.5
Royal Dutch Shell, 4.9%. 110
reported good October- 111
down as much as 5%, before 44.0
Activist investor Jana Part- 20.0
But Chevron actually gained M T W T F quarter results but a soft M T W T F ending up the short Friday M T W T F ners had pushed Vonage to M T W T F
0.77%, near its 52-week high. comp-store sales outlook. session at less than 2%. sell itself.
120 148 49.5 23
112 136 44.0 20
104 124 38.5 17
96 112 33.0 14
88 100 27.5 11
80 88 22.0 8

84 40 366 140
42 20 183 70
0 0 0 0
The charts record the net change in share price, the high, low and closing trades, and share volume for companies with noteworthy stock activity last week. In addition, the graphs depict last week’s daily price activity in detail. The
dotted line on some graphs denotes the stock’s 200-day moving average; lack of a moving average means the shares have traded for less than that time period.
Winners and Losers

NYSE BIGGEST % MOVERS NYSE MOST ACTIVE NYSE AMERICAN MOST ACTIVE NASDAQ MOST ACTIVE
Winners Volume Percentage Leaders Volume Percentage Leaders Volume Percentage Leaders
Name (Sym) Volume Close Change %Chg. Name (Sym) Volume %Chg. Close Change Name (Sym) Volume %Chg. Close Change Name (Sym) Volume %Chg. Close Change
CloopenGroup(RAAS) 16273 4.36 +1.10 +33.7 AditEdTechA(ADEX) 1917 2320.3 9.91 +0.18 AlphaProTech(APT) 12517 615.7 6.41 +1.16 GracellBiotech(GRCL) 20361 3762.9 7.07 –1.76
Cars.com(CARS) 7124 16.12 +3.65 +29.3 GrafAcqnIV(GFOR) 256 839.8 9.70 +0.00 GoodrichPetrol(GDP) 1930 347.7 22.93 +1.43 Vonage(VG) 138883 1721.1 20.69 +4.32
CN Finance(CNF) 2965 4.95 +0.95 +23.8 Colonnade II A(CLAA) 650 785.5 9.75 –0.01 BM Tech(BMTX) 2777 265.3 13.51 +0.80 PartnerComms(PTNR) 377 1681.2 6.05 +0.57
MultiPlan(MPLN) 39285 4.35 +0.83 +23.6 CapstarSpacA(CPSR) 2293 695.6 9.94 –0.01 TrioTech(TRT) 5614 219.8 9.71 +0.66 LeeEnterprises(LEE) 1437 1288.8 24.34 +5.89
RLX Tech(RLX) 171799 5.51 +1.01 +22.4 PontemA(PNTM) 1771 509.9 9.85 +0.08 MAG Silver(MAG) 3047 88.2 16.31 –2.30 Synalloy(SYNL) 673 845.9 14.28 +0.90
AmplifyEnergy(AMPY) 4426 3.14 +0.47 +17.6 GeniusSports(GENI) 30289 445.5 9.76 –4.00 Ashford(AINC) 108 84.4 20.30 –0.55 AstraSpace(ASTR) 94605 579.1 11.27 +1.74
Avaya(AVYA) 12035 20.92 +2.94 +16.4 OmnichannelA(OCA) 1289 409.3 9.90 –0.05 EVI Industries(EVI) 112 83.5 34.74 –1.46 Kamada(KMDA) 954 531.4 6.31 +0.71
Movado(MOV) 1888 45.42 +6.38 +16.3 dMYTechIV A(DMYQ) 14373 392.3 10.74 –0.66 StandardLithium(SLI) 18044 82.4 9.94 +0.66 DicernaPharma(DRNA) 34804 526.5 37.99 +0.07
Anaplan(PLAN) 28885 377.9 43.12 –12.73 FriedmanInds(FRD) 208 61.6 10.91 –2.32 Puyi(PUYI) 596 490.3 6.45 +0.53
Losers TPG Pace Solns(TPGS) 4411 362.8 9.90 –0.14 IssuerDirect(ISDR) 65 47.8 31.40 +1.30 UnitedGuardian(UG) 135 464.3 15.97 –0.33
Name (Sym) Volume Close Change %Chg. LocalBounti(LOCL) 3400 333.6 10.22 +0.77 inTEST(INTT) 444 37.2 15.69 –0.08 Usio(USIO) 2077 391.4 8.00 +0.67
Nordstrom(JWN) 73788 22.41 –10.33 –31.6 JattAcqnA(JATT) 231 325.1 9.88 –0.02 CentrusEnergy(LEU) 832 34.2 59.08 –5.10 ProventionBio(PRVB) 8728 389.9 7.02 +0.78
GeniusSports(GENI) 30289 9.76 –4.00 –29.1 UnvlTechInst(UTI) 1036 320.1 8.14 –0.36 Cel-Sci(CVM) 3078 22.4 10.22 –0.76 Centogene(CNTG) 367 333.8 6.91 –2.08
VirnetX(VHC) 3879 2.69 –1.06 –28.3 FinTechEvolA(FTEV) 289 310.6 9.75 +0.00 EvolutionPetrol(EPM) 941 21.6 5.00 –0.20 Cerence(CRNC) 5951 325.5 77.07 –26.99
Gap(GPS) 96540 17.33 –6.74 –28.0 FortressVal III A(FVT) 249 303.2 9.83 +0.04 NorthernOil&Gas(NOG) 4430 17.8 20.55 –0.35 AbsoluteSftwr(ABST) 1862 322.7 8.99 –0.27
UserTesting(USER) 3015 9.89 –3.51 –26.2 FivePoint(FPH) 1686 295.8 5.99 –0.46 Zedge(ZDGE) 561 15.9 9.73 –0.38 Northwestern(NWE) 5810 313.1 55.57 +0.78
NamTaiProperty(NTP) 467 19.07 –6.55 –25.6 Cars.com(CARS) 7124 295.1 16.12 +3.65 AdamsRes(AE) 52 7.4 28.80 –0.38 ConnectBiopharma(CNTB) 3306 312.5 4.50 –0.62
Sweetgreen(SG) 6010 40.05 –12.95 –24.4 Nordstrom(JWN) 73788 257.0 22.41 –10.33 EquinoxGold(EQX) 6319 5.9 7.32 –0.72 SinclairBroadcast(SBGI) 6837 304.4 23.74 –0.57
Anaplan(PLAN) 28885 43.12 –12.73 –22.8 Empower&IncA(EPWR) 344 253.1 9.79 +0.03 NatlHealthcare(NHC) 103 4.3 67.01 –2.92 KuraOncology(KURA) 8571 280.2 14.01 –2.99
DycomInds(DY) 4319 252.8 96.36 +11.55 BlueRidgeBkshs(BRBS) 205 2.9 18.14 –0.08 IBEX(IBEX) 295 259.9 15.50 –2.21
NYSE AMERICAN BIGGEST % MOVERS
By Share Volume By Share Volume By Share Volume
Winners
Name (Sym) Volume Close Change%Chg. Name (Sym) Volume Close Change%Chg. Name (Sym) Volume Close Change%Chg.
Name (Sym) Volume Close Change %Chg.
FordMotor(F) 355187 19.75 +0.36 +1.9 CamberEnergy(CEI) 386241 1.37 +0.16 +13.2 Apple(AAPL) 356619 156.81 –3.74 –2.3
ArmataPharm(ARMP) 527 5.22 +1.30 +33.2
BankofAmerica(BAC) 198204 45.76 +0.36 +0.8 PalatinTech(PTN) 161718 0.56 +0.20 +54.8 AdvMicroDevices(AMD) 218362 154.81 –0.60 –0.4
ContangoOre(CTGO) 63 26.99 +5.99 +28.5
NIO(NIO) 189941 39.99 +1.33 +3.4 Zomedica(ZOM) 57998 0.43 –0.05 –11.0 NVIDIA(NVDA) 199633 315.03 –14.82 –4.5
AlphaProTech(APT) 12517 6.41 +1.16 +22.1
ItauUnibanco(ITUB) 178752 4.03 +0.10 +2.5 DenisonMines(DNN) 45055 1.63 –0.07 –4.1 Progenity(PROG) 189410 3.64 –1.25 –25.6
SparkNetworks(LOV) 3941 3.10 +0.56 +22.0
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
NewOrientalEduc(EDU) 176277 2.23 +0.04 +1.8 Tellurian(TELL) 38486 3.33 –0.13 –3.8 AmerAirlines(AAL) 168880 17.75 –1.53 –7.9
Birks(BGI) 3858 4.55 +0.75 +19.7
RLX Tech(RLX) 171799 5.51 +1.01 +22.4 NewGold(NGD) 30866 1.50 –0.09 –5.7 TonixPharm(TNXP) 161988 0.51 +0.02 +4.3
TrioTech(TRT) 5614 9.71 +0.66 +7.3
Carnival(CCL) 170465 17.95 –2.54 –12.4 Senseonics(SENS) 29454 3.23 –0.25 –7.2 Vonage(VG) 138883 20.69 +4.32 +26.4
CheniereEnerPtrs(CQP) 387 43.48 +2.93 +7.2
AT&T(T) 161430 24.22 +0.09 +0.4 B2Gold(BTG) 28455 4.06 –0.35 –7.9 Intel(INTC) 128423 48.78 –0.74 –1.5
StandardLithium(SLI) 18044 9.94 +0.66 +7.1
PalantirTech(PLTR) 160364 21.03 –0.38 –1.8 UraniumEner(UEC) 28161 4.14 –0.15 –3.5 ContextLogic(WISH) 122143 3.92 –0.33 –7.8
Losers Pfizer(PFE) 136312 54.00 +3.20 +6.3 Globalstar(GSAT) 26352 1.43 –0.12 –7.7 SoFiTech(SOFI) 113108 18.21 –2.16 –10.6
Name (Sym) Volume Close Change %Chg. Vale(VALE) 132164 12.37 +0.92 +8.0 AultGlobal(DPW) 25087 1.80 –0.30 –14.3 Microsoft(MSFT) 106717 329.68 –13.43 –3.9
Roblox(RBLX) 123176 122.65 –12.07 –9.0 GreatPanther(GPL) 18686 0.25 –0.01 –4.5 MicronTech(MU) 104428 83.42 +0.39 +0.5
AirspanNetworks(MIMO) 359 5.30 –1.17 –18.1
WellsFargo(WFC) 105383 48.43 –0.39 –0.8 StandardLithium(SLI) 18044 9.94 +0.66 +7.1 Tesla(TSLA) 1033741081.92 –55.14 –4.8
FriedmanInds(FRD) 208 10.91 –2.32 –17.5
PetroleoBrasil(PBR) 102927 10.47 +0.73 +7.5 TimberPharm(TMBR) 16266 0.47 –0.08 –14.9 CiscoSystems(CSCO) 101659 54.67 +1.42 +2.7
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
AltisourceAsset(AAMC) 71 18.11 –3.49 –16.2

Ambev(ABEV) 101647 2.95 –0.11 –3.6 EnergyFuels(UUUU) 15444 8.90 –0.28 –3.1 AstraSpace(ASTR) 94605 11.27 +1.74 +18.3
AultGlobal(DPW) 25087 1.80 –0.30 –14.3
Gap(GPS) 96540 17.33 –6.74 –28.0 1847Goedeker(GOED) 15208 2.14 –0.17 –7.4 Zynga(ZNGA) 91843 6.44 –0.14 –2.1
RileyExpln(REPX) 116 17.69 –2.88 –14.0
Uber(UBER) 95114 40.52 –3.71 –8.4 Ur-Energy(URG) 14660 1.57 –0.12 –7.1 Rivian(RIVN) 87357 112.13 –16.47 –12.8
eMagin(EMAN) 3718 1.91 –0.29 –13.2
NorwegCruise(NCLH) 94881 20.06 –3.03 –13.1 GranTierraEner(GTE) 14238 0.72 –0.04 –4.8 FuelCell(FCEL) 84188 8.94 –0.87 –8.9
LineageCell(LCTX) 3854 1.99 –0.30 –13.1
AMC Ent(AMC) 94106 37.63 –3.24 –7.9 ITTechPkg(ITP) 13031 0.33 –0.05 –14.0 PayPal(PYPL) 74361 187.79 –5.82 –3.0
InnSuitesHosp(IHT) 168 3.16 –0.46 –12.7
XPeng(XPEV) 89216 51.11 +4.22 +9.0 NorthernDynasty(NAK) 12939 0.38 –0.01 –3.5 MetaPlatforms(FB) 69992 333.12 –12.18 –3.5
NASDAQ BIGGEST % MOVERS
By Dollar Volume By Dollar Volume By Dollar Volume
Winners Name (Sym) $ Volume Close Change%Chg. Name (Sym) $ Volume Close Change%Chg. Name (Sym) $ Volume Close Change%Chg.
Name (Sym) Volume Close Change %Chg. Roblox(RBLX) 15131056 122.65 –12.07 –9.0 CheniereEnergy(LNG) 614581 106.89 +2.66 +2.6 Tesla(TSLA) 1163024451081.92 –55.14 –4.8
LeeEnterprises(LEE) 1437 24.34 +5.89 +31.9 Visa(V) 11662468 197.65 –3.21 –1.6 CamberEnergy(CEI) 519553 1.37 +0.16 +13.2 NVIDIA(NVDA) 64406997 315.03 –14.82 –4.5
NRX Pharm(NRXP) 24722 6.75 +1.62 +31.6 Alibaba(BABA) 11459643 133.35 –6.99 –5.0 StandardLithium(SLI) 168962 9.94 +0.66 +7.1 Apple(AAPL) 57337825 156.81 –3.74 –2.3
Vonage(VG) 138883 20.69 +4.32 +26.4 Mastercard(MA) 10306407 324.17 –15.55 –4.6 EnergyFuels(UUUU) 141265 8.90 –0.28 –3.1 Amazon.com(AMZN) 490896603504.56–172.01 –4.7
MiNK Therap(INKT) 171 20.01 +4.03 +25.2 BankofAmerica(BAC) 9217914 45.76 +0.36 +0.8 Tellurian(TELL) 131501 3.33 –0.13 –3.8 Microsoft(MSFT) 35884331 329.68 –13.43 –3.9
AdagioTherap(ADGI) 3975 25.12 +5.05 +25.2 Boeing(BA) 8692636 199.21 –14.92 –7.0 UraniumEner(UEC) 119738 4.14 –0.15 –3.5 AdvMicroDevices(AMD) 33452216 154.81 –0.60 –0.4
Moderna(MRNA) 61308 329.63 +65.85 +25.0 Disney(DIS) 8486279 148.11 –5.89 –3.8 B2Gold(BTG) 119303 4.06 –0.35 –7.9 MetaPlatforms(FB) 23758073 333.12 –12.18 –3.5
EnantaPharma(ENTA) 1120 91.89 +16.56 +22.0 JPMorganChase(JPM) 8244125 161.93 +1.01 +0.6 Senseonics(SENS) 97007 3.23 –0.25 –7.2 Moderna(MRNA) 18966830 329.63 +65.85 +25.0
Canoo(GOEV) 55887 12.22 +2.20 +22.0 NIO(NIO) 7845777 39.99 +1.33 +3.4 NorthernOil&Gas(NOG) 93551 20.55 –0.35 –1.7 Alphabet A(GOOGL) 153139302843.66–134.87 –4.5
Square(SQ) 7615261 212.08 –13.06 –5.8 PalatinTech(PTN) 88063 0.56 +0.20 +54.8 PayPal(PYPL) 13968520 187.79 –5.82 –3.0
Losers Sea(SE) 7457434 296.82 –13.17 –4.2 AlphaProTech(APT) 78682 6.41 +1.16 +22.1 ZoomVideo(ZM) 11244281 220.21 –31.09 –12.4
Name (Sym) Volume Close Change %Chg. Pfizer(PFE) 7140174 54.00 +3.20 +6.3 DenisonMines(DNN) 74676 1.63 –0.07 –4.1 Alphabet C(GOOG) 111077022856.12–142.93 –4.8
Wejo(WEJO) 4192 7.43 –3.95 –34.7 FordMotor(F) 7130124 19.75 +0.36 +1.9 ImperialOil(IMO) 54505 32.86 –0.96 –2.8 Rivian(RIVN) 10097042 112.13 –16.47 –12.8
AuriniaPharm(AUPH) 36803 19.33 –9.14 –32.1 Shopify(SHOP) 66167141576.70–113.90 –6.7 TrioTech(TRT) 54378 9.71 +0.66 +7.3 MicronTech(MU) 8888318 83.42 +0.39 +0.5
AuroraInnov(AUR) 22439 11.80 –5.31 –31.0 Salesforce.com(CRM) 5869866 284.21 –16.96 –5.6 NexGenEnergy(NXE) 53229 4.76 –0.26 –5.2 BioNTech(BNTX) 7690504 348.00 +58.25 +20.1
Sono(SEV) 14789 17.26 –7.54 –30.4 Citigroup(C) 5446192 65.50 –0.84 –1.3 MAG Silver(MAG) 52179 16.31 –2.30 –12.4 Qualcomm(QCOM) 7666335 175.74 –9.26 –5.0
Cerence(CRNC) 5951 77.07 –26.99 –25.9 BerkHathwy B(BRK.B) 5378194 283.09 +3.10 +1.1 CentrusEnergy(LEU) 51080 59.08 –5.10 –7.9 Netflix(NFLX) 6483494 665.64 –13.16 –1.9
Progenity(PROG) 189410 3.64 –1.25 –25.6 HomeDepot(HD) 5339597 402.70 –5.99 –1.5 EquinoxGold(EQX) 47456 7.32 –0.72 –9.0 Intel(INTC) 6341100 48.78 –0.74 –1.5
17Educ&Tech(YQ) 2034 1.78 –0.60 –25.2 WellsFargo(WFC) 5296988 48.43 –0.39 –0.8 NewGold(NGD) 47259 1.50 –0.09 –5.7 Adobe(ADBE) 6195574 662.10 –26.27 –3.8
KrystalBiotech(KRYS) 1397 39.81 –12.56 –24.0 Snowflake(SNOW) 5253997 362.60 –29.55 –7.5 AultGlobal(DPW) 46646 1.80 –0.30 –14.3 CiscoSystems(CSCO) 5589139 54.67 +1.42 +2.7
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
Research Reports
How Analysts Size Up Companies
These reports, excerpted and edited by Barron’s, were issued recently by investment and Covid-19. Comparable-store sales were up U.S. according to Global Market Insights.
14%. The operating margin was 11.4% (versus It’s expected to grow at a 10% compound
research firms. The reports are a sampling of analysts’ thinking; they should not be our 8% estimate). We are increasing our annual rate through 2026.
considered the views or recommendations of Barron’s. Some of the reports’ issuers have 2021/22 EPS estimate to $4.75/$5.35 from
provided, or hope to provide, investment-banking or other services to the companies $4.40/$5.30, respectively. We maintain our Aadi Bioscience • AADI-Nasdaq
being analyzed. $140 price target. Buy • Price: $24.33 on Nov. 23

by H.C. Wainwright & Co.
AirSculpt Technologies • AIRS-Nasdaq
IMAX • IMAX-NYSE Amid that demand, the company continues Outperform • Price $14.93 on Nov. 19 Aadi Bioscience has announced that the FDA
Buy • Price $18.19 on Nov. 23 to integrate [its Maxim Integrated Products by Raymond James granted approval for Fyarro, its nanoparticle
by B. Riley Securities acquisition], driving cost synergies and fo- albumin-bound mTOR inhibitor, for the front-
cusing on potential revenue synergies. We are initiating coverage with an $18 price line treatment of PEComa [a type of tumor,
We return to IMAX following a solid theatri- Overall, Analog Devices is well positioned target. AirSculpt is the parent of Elite Body sometimes found in the liver]. Starting in
cal opening for the latest film in the Ghost- heading into 2022. We are increasing our Sculpture, a leading provider of minimally January 2022, Aadi will target 55 to 60 sar-
busters franchise that, we believe, keeps our price target to $210 from $190. invasive body contouring and sculpting ser- coma centers of excellence [for the product].
box-office projection for the quarter on track vices using a proprietary, patented liposuc- Fyarro has a wholesale acquisition price of
or better, along with an improving outlook Kratos Defense & Security tion method called AirSculpt. In 2020, the $6,785 per 100-mg vial. We are raising our
for Hollywood film approvals in China. •KTOS-Nasdaq fat-reduction industry was $2.6 billion in the 12-month price target to $49 from $47.
In addition to the rerelease of The Matrix Buy • Price $20.23 on Nov. 22
on IMAX screens on Dec. 7, the global by Canaccord Genuity
IMAX network will also benefit from the INSIDER TRANSACTIONS: Recent Filings
releases of Spider-Man: No Way Home on Yesterday, we hosted a fireside chat and Purchases Sales
$ Val $ Val
Dec. 17 and The Matrix Resurrections on meetings with Kratos management. The Company /Symbol Insiders Shares (000's) Company /Symbol Insiders Shares (000's)
Dec. 22. Securing December China release bulk of the conversation focused on time- Clover Health Investments CLOV 1 1,739,130 10,000 Stepstone STEP 5 2,127,435 110,265
dates is key. In addition to Sony (ticker: lines for development and shipment of key Weave Communications WEAV 4 405,771 9,711 Doordash DASH 8 389,535 83,110
Ault Global DPW 1 2,610,000 5,020 Datadog DDOG 4 416,728 78,311
SONY) recently indicating that Spider-Man: tactical drones and OpenSpace SatCom Gohealth GOCO 2 1,060,000 3,879 Aquabounty Technologies AQB 2 25,760,000 69,037
No Way Home would gain approval for products, in addition to concerns around Precigen PGEN 1 1,000,000 3,635 Arista Networks ANET 3 400,876 51,988
release in China, The Matrix Resurrections potential supply-chain disruptions and Six Flags Entertainment SIX 1 80,000 3,356 Cloudflare NET 4 245,815 50,365
Draftkings DKNG 3 67,000 2,600 Airbnb ABNB 3 232,001 46,269
was also approved for release this week. delays in 2022. Management also addressed Wayfair W 1 10,000 2,590 Palantir Technologies PLTR 1 1,915,887 42,944
While neither film has a specific release date, uncertainty around the passage of the fiscal- Establishment Labs ESTA 1 32,560 2,337 Avis Budget CAR 1 143,389 39,112
Talkspace TALK 1 1,000,000 2,080 Snowflake SNOW 2 95,785 38,380
we’re optimistic that both could hit Chinese year 2022 U.S. defense budget. Manage-
Ag Mortgage Investment MITT 1 200,000 2,050 Revolve RVLV 2 392,206 32,053
screens before year end. ment indicated confidence that the budget Fiserv FISV 2 20,801 1,997 Evercore EVR 1 202,670 30,814
As IMAX continues to take increased box- would be in place sometime in January, with Telos TLS 1 100,000 1,814 Unity Software U 1 167,554 30,013
Victory Capital VCTR 3 51,241 1,778 Victory Capital VCTR 1 863,769 29,368
office share on an impressive global film slate a fiscal-2023 budget request issued by
Nevro NVRO 1 20,000 1,707 Nvidia NVDA 4 79,020 26,749
scheduled for 2022, we would expect its February-March. B Riley Financial RILY 1 20,000 1,547 Rover ROVR 5 2,524,311 25,243
shares to rerate higher. Its valuation multiple Kratos’ nonstealth Mako drone was high- Hyzon Motors HYZN 1 166,000 1,365 Jacobs Engineering J 2 172,424 25,131
Vintage Wine Estates VWE 3 120,000 1,325 Axon Enterprise AXON 1 137,267 24,929
should return to its prepandemic average, lighted as having enormous potential for “de- Accelerate Diagnostics AXDX 1 222,281 1,148 Home Depot HD 6 58,175 23,033
attaining the premium deserved by a higher- fensive” international sales. While the stealth Third Coast Bancshares TCBX 5 43,600 1,090 P10 PX 4 1,839,943 22,079
margin intellectual-property licensing com- Valkyrie is an ideal force multiplier for the An insider is any officer, director or owner of 10% or more of a class of a company's securities. In most cases, an insider must report any trade to the
pany. Should this fail to occur, outside inter- U.S., with the capability to travel from Guam SEC within two business days. The tables highlight companies that filed with the SEC through last Wednesday. The tables do not include pension-
plan or employee stock-option activity, trades by beneficial owners of 10% or more, trades under $2 per share or trades under 100 shares. The
est in [acquiring or investing in IMAX] could to Beijing, the Mako has an endurance capa- "Purchases" column includes only open-market and private purchases; the "Sales" column includes only open-market and private sales, and
materialize. Price target: $30. bility of three hours, making it ideal for self- excludes trades preceded by option exercise in the 12 months prior to the reported event. Source: Thomson Reuters
defense combat against hostile aircraft and

Analog Devices • ADI-Nasdaq ships in the Taiwan Strait. NATO allies like INSIDER TRANSACTIONS RATIO
Overweight • Price $182.45 on Nov. 23 Poland and Romania may also be examining
152
by Piper Sandler procurement of Makos to counter a potential
133
Russian invasion. Price target: $28.
Analog Devices delivered October-quarter 114
results and January-quarter guidance ahead Ross Stores • ROST-Nasdaq 95
Bearish
of expectations. It continues to see strong Buy • Price $119.52 on Nov. 18 76
trends in the industrial and automotive mar- by Guggenheim Ratio = 14
57
kets [for integrated circuits and other prod- 38
ucts]. Management noted elevated levels of In Ross’ third quarter, revenue of $4.6 billion
19
capital expenditure in fiscal 2022 for further was above our $4.3 billion estimate, and earn- Bullish 0
capacity expansion to meet strong demand. ings per share of $1.09 was above our 70 D J F M A M J J A S O N
cents estimate. These solid results were
To be considered for this section, material achieved despite waning government stimulus Ratio of Insiders Sales to Buys. Readings under 12:1 are Bullish. Those over 20:1 are Bearish.
should be sent to Research@barrons.com. and uncertainties related to the spread of The total top 20 sales and buys are 879,193,813 and 61,027,773 respectively; Source: Thomson Reuters
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26.77 14.57 AngloGoldAsh AU 2.6 9 19.85 –0.90 .4659
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9.64 7.97 AnnalyCap NLY 10.5 4 8.35 –0.04 .22
132.00
11.71
5.25
6.56
AnnovisBio
AnteroMidstream
ANVS
AM
...
8.8
dd
15
25.76
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+0.09
...
.225
on good economic data. But news of the African variant sent shares
Please visit the Market Lab home page on barrons.com under Data. 21.99 3.71 AnteroResources AR ... dd 18.39 +0.21 ... plunging. Chevron rose 2.32% for the week, Boeing fell 6.97%.
439.90 286.04 Anthem ANTM 1.1 19 415.52 +0.31 1.13
326.25 200.65 Aon AON .7 75 294.11 –2.68 .51 Monday Tuesday Wednesday Thursday Friday
www.barrons.com/market-data/market-lab 54.55
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9.77 7.62 ACCO Brands ACCO 3.5 11 8.50 +0.05 .075 11.44 9.92 AldelFin ADF.UT ... ... 10.94 –0.33 ... 109.87 70.08 AppliedIndlTechs AIT 1.3 24 100.46 –5.59 .33
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29.07 20.27 AES AES 2.5 31 23.83 –0.75 .1505 17.86 13.64 AlgonquinPwr AQN 5.0 14 13.70 –0.50 .1706 22.01 9.62 ArchaeaEnergy LFG ... dd 19.75 –1.21 ... 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm
57.95 42.73 Aflac AFL 2.9 9 55.57 +0.13 .40 278.92 131.22 Alibaba BABA ... 19 133.35 –6.99 ... 10.44 1.11 ArchaeaEnerWt LFG.WT ... ... 8.25 –1.14 ...
12 14.51 8.46 Alight ALIT ... dd 10.39 –0.06 ... 18.60 5.20 ArcherAviation ACHR ... dd 6.15 +0.23 ...
158.62 88.03 AGCO AGCO .7 117.28 –1.45 .20
1 4.33 1.26 AlightWt ALIT.WT ... ... 2.90 ... ... 6.44 0.92 ArcherAviationWt ACHR.WT ... ... 1.32 –0.03 ...
14.88 8.31 AG Mortgage MITT 6.7 10.37 +0.02 .21
... 737.89 563.47 Alleghany Y ... 14 674.70 –1.78 ... 69.30 48.57 ArcherDaniels ADM 2.3 14 64.40 –0.94 .37
15.23 7.79 a.k.a.Brands AKA ... 12.62 –1.11 ...
25.04 13.48 AlleghenyTechs ATI ... dd 15.16 –0.87 ... 10.80 7.09 Archrock AROC 7.5 45 7.73 +0.14 .145
72.62 1.91 AMC Ent AMC ... dd 37.63 –3.24 ...
38.49 21.80 Arconic ARNC ... dd 27.97 –2.01 ...
52-Week Tick Div 52-Week Tick Div
124.62 63.51 AMN Healthcare AMN ... 25 116.49 –2.10 ... 148.70 106.52 Allegion ALLE 1.1 25 129.37 –4.43 .36 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
73.10 56.08 Allete ALE 4.2 20 60.11 –2.49 .63 6.72 4.33 ArcosDorados ARCO .0 48 5.00 –0.17 .03
9.75 3.34 AMTD Intl HKIB ... ... 3.37 –0.07 ...
102.23 52.07 AllianceData ADS 1.2 5 72.31 –2.06 .21 68.46 48.18 Arcosa ACA .4 38 54.50 –2.93 .05 110.59 80.83 Autoliv ALV 2.7 17 96.39 –8.77 .64 6.67 4.49 BcoSantMex BSMX 2.6 10 6.03 –0.28 .0675
3.43 1.20 ARC Document ARC 2.7 16 3.01 +0.02 .02
57.54 31.18 AllianceBernstein AB 6.6 15 54.18 +0.75 .89 10.56 9.82 ArctosNthStar ANAC.UT ... ... 9.96 +0.06 ... 133.48 60.45 AutoNation AN ... 9 127.19 +9.34 ... 4.38 2.82 BancoSantander SAN 1.2 8 3.20 –0.24 .0563
9.62 5.20 ASETech ASX 3.0 10 7.21 –0.45 .3017
46.40 32.55 AllisonTransm ALSN 2.1 10 36.61 +0.41 .19 10.20 9.44 ArctosNorthA ANAC ... 52 9.79 +0.04 ... 1941.36 1085.85 AutoZone AZO ... 19 1814.18 –45.50 ... 42.00 27.64 BanColombia CIB 3.7 23 30.22 –0.51 .0672
131.00 77.45 ASGN ASGN ... 17 121.76 –3.81 ...
33.88 23.96 AT&T T 8.6 cc 24.22 +0.09 .52 140.00 102.15 Allstate ALL 2.8 5 115.12 +3.18 .81 1.40 0.60 ArctosNorthWt ANAC.WT ... ... .88 +0.06 ... 191.67 117.33 Avalara AVLR ... dd 142.14 –7.98 ... 48.69 28.10 BankofAmerica BAC 1.8 14 45.76 +0.36 .21
56.61 29.55 AllyFinancial ALLY 2.1 6 48.38 +0.45 .25 49.10 22.36 ArcusBiosci RCUS ... dd 46.36 –1.19 ... 247.45 154.84 Avalonbay AVB 2.7 33 239.39 –2.62 1.59 41.36 29.99 BankofButterfield NTB 4.6 12 38.30 –0.40 .44
13.05 2.66 ATI PhysTherapy ATIP ... dd 3.36 –0.33 ... 12.43 9.24 ArdaghMetalPkg AMBP ... dd 9.61 +0.01 ...
4.00 0.35 ATIPhysTherapyWt ATIP.WT ... ... .45 –0.11 ... 69.29 6.98 AlphaMetal AMR ... dd 45.40 –0.74 ... 55.57 44.02 Avangrid AGR 3.4 24 51.67 +0.52 .44 99.10 74.76 BankofHawaii BOH 3.4 14 82.41 –2.63 .70
19.05 7.72 A10Networks ATEN 1.3 13 15.23 –1.25 .05 20.75 13.77 AlpineIncmProp PINE 5.6 cc 18.05 +0.10 .27 3.00 1.08 ArdaghMetalWt AMBP.WT ... ... 2.14 +0.04 ... 53.61 29.69 AvanosMedical AVNS ... dd 31.00 –1.47 ... 112.56 72.16 BankofMontreal BMO 3.1 13 107.64 –1.29 .8782
17.38 8.66 AltaEquipment ALTG ... dd 15.19 –1.67 ... 5.43 2.98 ArdmoreShipping ASC ... dd 3.81 –0.07 ... 12.60 9.97 AvantiAcqn AVAN.UT ... ... 10.25 +0.04 ... 60.52 38.94 BankNY Mellon BK 2.4 14 56.75 –0.32 .34
58.61 44.26 AXIS Capital AXS 3.3 11 50.99 –0.56 .42 10.80 9.74 AresAcqn AAC.UT ... ... 10.01 –0.05 ...
51.32 33.28 AZEK AZEK ... dd 40.59 –0.62 ... 10.16 9.50 AltC Acqn ALCC ... ... 9.85 –0.04 ... 11.40 9.54 AvantiAcqnA AVAN ... cc 9.84 +0.01 ... 68.02 48.69 BkNovaScotia BNS 4.4 11 64.27 –1.00 .7445
58.59 43.90 AZZ AZZ 1.3 18 53.05 –2.74 .17 140.36 59.76 Alteryx AYX ... dd 64.09 –2.65 ... 10.00 9.50 AresAcqnA AAC ... ... 9.80 –0.02 ... 2.97 0.64 AvantiAcqnWt AVAN.WT ... ... .76 –0.05 ... 50.71 28.40 BankUnited BKU 2.3 10 40.77 –1.17 .23
37.49 16.20 Aaron's AAN 1.7 9 24.06 –1.20 .10 38.30 15.73 AlticeUSA ATUS ... 7 16.02 –0.82 ... 1.40 0.75 AresAcqnWt AAC.WT ... ... 1.15 –0.15 ... 44.37 26.14 Avantor AVTR ... 50 39.62 –0.04 ... 11.40 7.11 Barclays BCS 1.6 ... 9.98 –0.44 .0555
10.45 9.62 AltimarAcqnIIA ATMR ... cc 9.94 +0.01 ... 16.98 11.08 AresCommRealEst ACRE 8.7 10 15.13 –0.29 .02 34.06 17.11 Avaya AVYA ... cc 20.92 +2.94 ... 11.55 8.64 BaringsBDC BBDC 7.6 7 10.85 –0.37 .22
131.60 105.32 AbbottLabs ABT 1.4 31 125.88 –0.96 .45 90.08 44.43 AresMgmt ARES 2.3 42 82.17 –6.13 .47
28 2.05 0.77 AltimarAcqnIIWt ATMR.WT ... ... 1.11 –0.09 ... 229.24 147.40 AveryDennison AVY 1.3 24 213.95 –4.57 .68 12.01 3.33 Barnes&NobleEduc BNED ... dd 9.44 –0.81 ...
121.53 101.55 AbbVie ABBV 4.8 116.51 +0.27 1.41 55.99 40.02 Argan AGX 2.5 15 40.45 –1.71 .25
9.98 9.65 AltimarAcqnIIIA ATAQ ... ... 9.85 +0.04 ... 61.46 36.36 Avient AVNT 1.7 19 57.40 –2.62 .2375 57.64 39.84 BarnesGroup B 1.5 25 43.42 –2.00 .16
48.97 18.69 Abercrombie&Fitch ANF ... 9 38.05 –7.14 ... 61.30 39.05 ArgoGroup ARGO 2.2 21 57.28 –0.49 .31
1.51 0.66 AltimarIIIWt ATAQ.WT ... ... 1.21 +0.11 ... 49.14 36.20 Avista AVA 4.4 17 38.84 +0.03 .4225 25.37 17.56 BarrickGold GOLD 1.9 17 19.38 –0.87 .14
23.33 13.48 AcadiaRealty AKR 2.8 cc 21.19 –0.92 .15 15.89 12.30 ArisWater ARIS ... ... 14.06 +0.07 ...
10.94 9.73 AltimarAcqnII ATMR.UT ... ... 10.19 –0.10 ... 34.20 26.42 AxaltaCoating AXTA ... 26 31.33 –1.97 ... 82.00 29.17 Bath&BodyWks BBWI .8 13 74.61 –1.80 .15
14.10 8.82 AccelEnt ACEL ... 51 12.38 +0.12 ... 134.14 65.52 AristaNetworks ANET ... 51 124.97 –3.99 ...
10.24 9.73 AccelerateAcqn AAQC.UT ... ... 10.06 –0.01 ...
15.21 9.76 AltimeterGrw2 AGCB ... dd 10.09 –0.03 ... 62.44 33.31 AxosFinancial AX ... 16 58.09 –1.44 ... 34.80 18.49 BauschHealth BHC ... dd 25.25 –0.76 ...
52.59 39.60 Altria MO 8.2 30 43.74 +0.34 .90 4.42 3.19 ArlingtonAsset AAIC ... dd 3.71 ... ... 29.45 12.60 Azul AZUL ... dd 13.17 –1.75 ... 88.32 73.12 BaxterIntl BAX 1.5 32 76.29 –2.97 .28
9.96 9.60 AccelerateA AAQC ... cc 9.72 –0.04 ...
...
23.90 7.57 AlumofChina ACH ... 15 12.34 –0.87 ... 10.49 5.20 ArloTech ARLO ... dd 7.91 +0.01 ... 53.60 18.19 AzurePowerGlbl AZRE ... dd 20.76 –1.75 ... 18.20 2.58 Beachbody BODY ... ... 2.93 +0.17 ...
1.31 0.69 AccelerateWt AAQC.WT ... .95 –0.01 ... 18.63 13.09 AmbacFin AMBC ... dd 15.05 –1.34 ... 15.64 10.46 ArmadaHoffler AHH 4.7 83 14.37 –0.33 .17 7.38 0.49 BeachbodyWt BODY.WT ... ... .55 –0.06 ...
374.92 241.73 Accenture ACN 1.1 39 353.60 –16.19 .97 9.81 10.10 10.08
B
6.77 2.65 AmbacFinWt AMBC.WT ... ... 3.90 –0.51 ... 12.56 ArmourRes ARR 12.0 6 9.96 –0.33 .10 BeardEnerTran BRD.UT ... ... 10.08 ... ...
10.10 9.90 AcropolisInfr ACRO.UT ... ... 9.98 +0.02 ... 3.95 2.38 Ambev ABEV ... 16 2.95 –0.11 ... 6.96 2.05 ArmstrongFlooring AFI ... dd 2.14 –0.07 ... 26.12 14.05 BeazerHomes BZH ... 5 20.10 –1.41 ...
9.82 9.62 AcropolisInfrA ACRO ... ... 9.72 +0.02 ... 22.87 10.00 AmbrxBio AMAM ... ... 10.80 –0.61 ... 114.89 70.83 ArmstrongWorld AWI .8 30 109.44 –2.64 .231 36
267.37 226.15 BectonDicknsn BDX 1.4 245.09 –3.52 .87
1.13 0.79 AcropolisInfrWt ACRO.WT ... ... .93 –0.02 ... 130.00 4.85
12.92 10.33 Amcor AMCR 4.2 19 11.54 –0.36 .12 91.01 ArrowElec ARW ... 10 123.97 –2.25 ... 19.54 Bark BARK ... dd 5.56 +0.23 ... 68.87 38.15 Belden BDC .3 21 63.40 –3.68 .05
224.59 112.10 AcuityBrands AYI .2 25 210.06 –5.85 .13 90.77 69.79 Ameren AEE 2.6 22 84.51 –0.87 .55 57.65 44.60 ArtisanPtrsAsset APAM 8.3 10 47.31 –1.76 1.07 6.23 1.01 BarkWt BARK.WT ... ... 1.15 –0.10 ... 34.19 20.13 BellRingBrands BRBR ... 35 24.70 +1.59 ...
57.87 37.15 Acushnet GOLF 1.2 18 54.70 –1.75 .165 101.86 37.70 Ameresco AMRC ... 70 89.70 –4.33 ... 145.79 25.41 Asana ASAN ... dd 106.02 –31.17 ... 47.84 26.16 B&G Foods BGS 6.2 24 30.50 –0.25 .475 32.56 22.25 BenchmarkElec BHE 2.7 28 24.14 –1.89 .165
11.77 5.82 Adecoagro AGRO ... 8 7.65 –1.08 ... 19.79 12.70 AmericaMovil AMX 2.0 12 17.07 –0.48 .1964 230.97 112.76 AsburyAutomotive ABG ... 6 159.79 –3.20 ... 53.00 42.17 BCE BCE 5.5 21 50.57 –0.59 .7047 12.25 5.50 BensonHill BHIL ... ... 7.03 –0.47 ...
53.17 30.23 Adient ADNT ... 4 45.01 –1.09 ... 19.70 12.76 AmericaMovil A AMOV 2.3 12 16.90 –0.43 .1964 10.19 10.07 AscendantDigIII ACDI.UT ... ... 10.11 –0.08 ... 3.09 0.93 BEST BEST ... dd 1.10 –0.01 ... 4.68 1.08 BensonHillWt BHIL.WT ... ... 1.34 –0.01 ...
10.78 9.79 AditEdTech ADEX.UT ... ... 10.53 +0.48 ... 40.83 27.15 AmericanAssets AAT 3.3 93 36.01 –1.76 .30 77.90 10.52 AshfordHosp AHT ... dd 11.22 –1.23 ... 16.91 11.45 BGSF BGSF 3.4 14 14.31 –0.36 .12 0.66 0.53 BerensonAcqnIWt BACA.WT ... ... .55 –0.04 ...
10.24 9.44 AditEdTechA ADEX ... dd 9.91 +0.18 ... 13.06 7.28 AmericanAxle AXL ... 12 9.36 –0.07 ... 110.74 73.18 AshlandGlobal ASH 1.2 29 104.21 –5.05 .30 82.07 51.88 BHP Group BHP 11.1 12 54.43 +2.07 4.00 10.00 9.81 BerensonAcqnI BACA.UT ... ... 9.98 –0.02 ...
1.39 0.42 AditEdTechWt ADEX.WT ... ... 1.13 +0.42 ... 55.15 39.75 AmCampus ACC 3.6 cc 52.03 –1.31 .47 65.99 13.97 AspenAerogels ASPN ... dd 57.81 –4.36 ... 68.05 45.35 BHP Group BBL 11.3 12 53.18 +2.38 4.00 9.75 9.65 BerensonAcqnI BACA ... ... 9.72 ... ...
43.85 27.97 AdtalemGlbEduc ATGE ... dd 30.66 +0.05 ... 38.99 17.54 AmerEagle AEO 2.7 19 26.81 –0.12 .18 29.54 21.83 AssetMarkFin AMK ... cc 26.58 –0.99 ... 35.00 2.55 BitMining BTCM ... dd 6.61 –0.37 ... 84.93 61.49 Berkley WRB .6 14 80.47 +0.18 1.00
243.05 143.15 AdvanceAuto AAP 1.8 23 226.73 –3.27 1.00 38.43 26.02 AmEqtyLf AEL 1.0 10 34.65 –0.33 .34 24.06 15.31 AssociatedBanc ASB 3.6 11 22.33 –0.92 .20 74.09 36.07 BJ'sWholesale BJ ... 22 66.34 –3.27 ... 445000 333150 BerkHathwy A BRK.A ... 8 427832 +4458.75 ...
134.84 68.65 AdvDrainageSys WMS .3 48 125.73 –4.83 .11 189.03 112.10 AmerExpress AXP 1.1 16 156.82 –16.72 .43 44.67 30.21 AssocCapital AC .5 9 40.22 –1.03 .10 10.22 8.80 BoaAcqn BOAS.UT ... ... 10.05 +0.13 ... 295.65 221.26 BerkHathwy B BRK.B ... 8 283.09 +3.10 ...
10.20 9.75 AdvancedMerg AMPI.UT ... ... 9.87 ... ... 146.63 79.21 AmericanFin AFG 1.6 5 139.08 –1.37 4.00 172.22 121.55 Assurant AIZ 1.7 22 157.31 –2.17 .68 9.91 9.61 BoaAcqnA BOAS ... 58 9.80 +0.07 ... 29.16 16.31 BerkshireHills BHLB 1.7 12 27.85 –0.40 .12
10.07 9.60 AdvMergerPtrsA AMPI ... cc 9.78 +0.01 ... 42.61 28.43 AmHomes4Rent AMH 1.0 cc 40.48 +0.51 .10 56.95 29.73 AssuredGuaranty AGO 1.7 15 51.84 –1.33 .22 1.04 0.50 BoaAcqnWt BOAS.WT ... ... .80 +0.13 ... 70.90 48.65 BerryGlobal BERY ... 13 66.47 +0.96 ...
1.80 0.79 AdvMergerPtrsWt AMPI.WT ... ... .89 –0.04 ... 62.54 36.77 AIG AIG 2.3 9 56.05 +1.10 .32 30.48 9.83 Atento ATTO ... dd 23.49 –2.11 ... 15.77 10.25 BP Midstream BPMP 10.8 8 12.82 –0.13 .3475 141.97 95.93 BestBuy BBY 2.4 12 114.77 –21.36 .70
50.95 17.46 AdvanSix ASIX 1.1 9 46.93 –1.13 .125 20.38 7.71 AmRltyInv ARL ... 17 11.20 –0.14 ... 10.22 10.06 AthenaConsumer ACAQ.UT ... ... 10.20 +0.03 ... 30.29 19.56 BP BP 4.9 13 25.96 –0.27 .3276 73.23 41.76 BigLots BIG 2.6 6 45.70 –0.58 .30
5.29 3.53 Aegon AEG 3.2 ... 4.47 –0.28 .0937 97.37 70.07 AmerStWater AWR 1.6 36 92.45 –3.58 .365 10.22 9.50 AthenaTechA ATHN ... dd 10.00 +0.01 ... 6.49 2.03 BP Prudhoe BPT 2.4 cc 3.97 –0.03 .0694 948.97 525.00 BiglariA BH.A ... 6 740.00 +30.00 ...
2.97 1.14 Aenza AENZ ... dd 1.59 –0.10 ... 303.72 197.50 AmerTowerREIT AMT 1.9 48 262.87 +1.89 1.31 10.86 9.73 AthenaTech ATHN.UT ... ... 10.70 +0.01 ... 6.08 3.67 BRF BRFS ... 41 3.68 –0.37 ... 188.50 106.00 BiglariB BH ... 6 147.07 +1.12 ...
71.38 36.58 AerCap AER ... 8 57.74 –4.27 ... 22.49 14.36 AmerVanguard AVD .5 21 15.12 –0.82 .02 2.28 0.59 AthenaTechWt ATHN.WT ... ... 1.74 –0.28 ... 21.70 13.02 BRT Apartments BRT 4.8 13 19.08 –0.36 .23 348.50 109.65 Bill.com BILL ... dd 300.00 –18.17 ...
53.53 37.22 AerojetRocket AJRD .0 25 43.26 +0.39 5.00 189.35 131.01 AmerWaterWorks AWK 1.4 41 170.31 –3.07 .6025 91.26 40.21 Athene ATH ... 4 82.18 –3.55 ... 68.68 48.92 BWX Tech BWXT 1.7 18 49.35 –2.01 .21 151.51 62.57 BiohavenPharm BHVN ... dd 113.85 +0.10 ...
21.83 7.05 AevaTech AEVA ... dd 9.75 +0.91 ... 43.75 6.48 AmericanWell AMWL ... dd 6.68 –0.66 ... 118.49 38.75 Atkore ATKR ... 12 105.82 –5.83 ... 10.37 3.17 Babcock&Wilcox BW ... dd 9.20 –0.55 ... 832.70 521.40 Bio-RadLab A BIO ... 3 750.17 –26.46 ...
7.96 1.66 AevaTechWt AEVA.WT ... ... 2.75 +0.32 ... 11.00 10.05 AmericasTechAcqn ATA.UT ... ... 10.42 +0.01 ... 10.65 9.56 AtlStreetAcqn ASAQ ... 63 9.84 +0.04 ... 16.00 7.73 Babylon BBLN ... ... 8.06 –0.14 ... 11.32 5.80 BirdGlobal BRDS ... dd 6.74 +0.83 ...
191.62 86.94 AffiliatedMgrs AMG .0 15 170.19 –4.03 .01 10.30 9.82 AmericasTechA ATA ... cc 10.09 ... ... ... ... AtlStreetAcqnWt ASAQ.WT ... ... .64 ... ... 2.36 0.70 BabylonWt BBLN.WT ... ... 1.17 –0.11 ... 5.00 1.07 BirdGlobalWt BRDS.WT ... ... 1.37 –0.08 ...
10.30 9.85 AfricanGoldAcqn AGAC.UT ... ... 10.09 –0.04 ... 1.78 0.42 AmericasTechWt ATA.WT ... ... .69 –0.02 ... 16.49 9.78 Atlas ATCO 3.6 23 13.80 –0.29 .125 111.77 80.86 BadgerMeter BMI .8 53 103.14 –5.28 .20 10.33 9.80 BiteAcqn BITE.UT ... ... 10.10 +0.05 ...
9.77 9.40 AfricanGoldA AGAC ... ... 9.74 –0.01 ... 40.85 27.88 AmericoldRealty COLD 2.8 dd 31.60 –0.54 .22 11.25 9.82 AtlasCrestII ACII.UT ... ... 10.05 +0.11 ... 27.66 18.70 BakerHughes BKR 3.1 cc 23.06 +0.51 .18 9.96 9.55 BiteAcqn BITE ... ... 9.75 ... ...
0.97 0.38 AfricanGoldWt AGAC.WT ... ... .55 –0.02 ... 312.15 182.83 Ameriprise AMP 1.5 16 291.74 –7.81 1.13 10.37 9.46 AtlasCrestII A ACII ... 49 9.77 +0.01 ... 50.80 8.00 Bakkt BKKT ... dd 15.61 –4.11 ... 0.75 0.42 BiteAcqnWt BITE.WT ... ... .67 ... ...
9.99 9.65 AfterNextA AFTR ... ... 9.75 +0.05 ... 129.54 94.89 AmerisourceBrgn ABC 1.5 16 120.23 –0.29 .46 1.96 0.78 AtlasCrestII Wt ACII.WT ... ... 1.27 +0.27 ... 18.64 0.70 BakktWt BKKT.WT ... ... 5.35 –2.85 ... 72.78 57.02 BlackHills BKH 3.7 17 64.98 –0.26 .595
10.24 9.85 AfterNextHealth AFTR.UT ... ... 10.24 +0.25 ... 143.55 106.96 Ametek AME .6 35 139.09 –3.39 .20 104.99 84.59 AtmosEnergy ATO 2.9 18 93.38 –1.52 .68 98.09 77.95 Ball BLL .8 39 94.70 –1.00 .20 92.79 68.60 BlackKnight BKI ... 58 71.94 –2.75 ...
1.01 0.63 AfterNextWt AFTR.WT ... ... .84 –0.07 ... 7.45 3.90 AmnealPharm AMRX ... 47 4.25 –0.37 ... 26.67 17.00 Atotech ATC ... dd 24.45 –0.51 ... 75.92 38.19 Bally's BALY ... 29 41.11 –2.86 ... 10.30 10.01 BlackMountain BMAC.UT ... ... 10.28 ... ...
179.57 112.47 AgilentTechs A .6 47 152.07 –12.23 .21 8.81 4.03 Ampco-Pitt AP ... 54 4.98 –0.01 ... 18.49 7.11 ATRenew RERE ... ... 7.27 –0.94 ... 22.09 13.18 BancCalifornia BANC 1.2 16 20.22 –1.14 .06 9.91 9.76 BlackMountainA BMAC ... ... 9.90 ... ...
26.36 4.48 Agiliti AGTI ... cc 22.50 –0.73 ... 86.05 58.58 Amphenol APH 1.0 34 81.62 –3.52 .20 6.35 2.01 Audacy AUD ... dd 2.62 –0.25 ... 4.98 2.47 BancoBBVA BBAR ... 4 2.88 –0.32 ... 0.65 0.47 BlackMountainWt BMAC.WT ... ... .52 +0.03 ...
44.83 20.81 agilon health AGL ... dd 21.59 –2.17 ... 5.78 0.98 AmplifyEnergy AMPY ... dd 3.14 +0.47 ... 2.40 0.87 AusterlitzI Wt AUS.WT ... ... 1.17 –0.05 ... 7.26 4.53 BancoBilbaoViz BBVA 1.4 7 5.53 –0.58 .0697 10.15 9.90 BlackSpadeAcqn BSAQ.UT ... ... 10.10 +0.07 ...
76.69 49.20 AgnicoEagle AEM 2.7 20 51.83 –2.52 .35 17.08 5.85 Amrep AXR ... 12 13.22 –0.48 ... 11.67 9.81 AusterlitzAcqnI AUS.UT ... ... 10.13 –0.02 ... 4.86 3.01 BancoBradesco BBDO 5.0 7 3.08 –0.08 .0031 9.98 9.61 BlackSpadeA BSAQ ... ... 9.70 –0.05 ...
75.95 61.27 AgreeRealty ADC 3.9 39 69.10 –0.56 .227 86.17 40.13 Anaplan PLAN ... dd 43.12 –12.73 ... 10.16 9.80 AusterlitzI A AUS ... dd 9.82 –0.06 ... 25.12 16.33 BancodeChile BCH 1.9 12 19.64 +1.55 .3844 0.89 0.45 BlackSpadeWt BSAQ.WT ... ... .74 +0.02 ...
52.96 36.40 AirLease AL 1.8 13 41.11 –3.20 .185 19.00 15.70 AngelOakMtg AOMR 8.7 19 16.64 –0.52 .36 10.14 9.63 AusterlitzII A ASZ ... ... 9.78 –0.03 ... 19.33 14.30 Bladex BLX 6.0 11 16.56 +0.16 .25 12.75 6.63 BlackStoneMin BSM 8.6 42 11.58 +0.27 .25
316.39 245.75 AirProducts APD 2.0 31 293.64 –4.10 1.50 10.23 9.80 AngelPond POND.UT ... ... 10.10 +0.20 ... 1.50 0.88 AusterlitzII Wt ASZ.WT ... ... 1.14 –0.15 ... 21.20 12.24 BancoMacro BMA ... 13 13.57 –1.19 ... 28.77 5.82 BlackBerry BB ... dd 9.97 –0.47 ...
165.98 132.85 AlamoGroup ALG .4 26 149.21 –2.68 .14 9.90 9.57 AngelPondA POND ... ... 9.79 +0.09 ... 10.70 9.85 AusterlitzAcqnII ASZ.UT ... ... 10.06 –0.06 ... 9.02 5.81 BancSanBrasil BSBR 7.7 ... 6.03 –0.05 .1451 973.16 670.28 BlackRock BLK 1.8 24 901.64 –13.31 4.13
9.87 6.94 AlamosGold AGI ... cc 7.83 –0.44 ... 1.16 0.58 AngelPondWt POND.WT ... ... .95 –0.03 ... 147.67 33.02 Autohome ATHM 4.6 9 35.03 –0.75 .87 26.15 17.02 BcoSantChile BSAC 5.5 9 18.59 +0.61 .9285 17.47 7.39 BlackSkyTech BKSY ... dd 8.65 –0.38 ...
The Week’s Statistics

Barron's 50-Stock Average ............. 57 Dividend Ex-Payment Dates ........... 61 Gold Mining Index ......................... 60 New Corporate Listings ................. 61 Stock Volume ................................ 57
Cash Track ..................................... 50 DJ Averages ................................... 56 Indexes P/Es & Yields ...................... 57 New Highs & Lows ......................... 59 Top Savings Deposit Yields............. 55
Charting the Market ...................... 36 DJ U.S. Total Market Industry Groups 58 Initial Public Offerings.................... 58 NYSE Half-Hourly Volume .............. 58 Trading Diary ................................. 56
Closed-End Funds.......................... 54 Dow Jones Averages ...................... 56 Investor Sentiment Readings ......... 60 Other Market Indexes .................... 56 Vital Signs...................................... 30
Coming Earnings ........................... 58 Dow Jones Per Share Values ........... 57 Key Foreign Market Indexes ........... 49 Week In Stocks............................... 57
Pulse of the Economy..................... 58
Conference Call Calendar............... 59 Exchange Traded Portfolios ........... 48 Market Lab .................................... 56 Weekly Bond Statistics................... 60
SEC Form 144 Filings ...................... 57
Dates To Watch ............................. 53 Federal Reserve Data Bank ............. 60 Money Rates, U.S. & Foreign .......... 60 Winners & Losers Stocks ................ 37
Delta Tactical Sentiment ................ 57 Foreign Exchange .......................... 60 Mutual Funds ................................ 50 Short Interest NASDAQ.................. 51
Distributions & Offerings ............... 58 Global Stock Markets..................... 49 N.Y. Stock Exchange ...................... 39 Short Interest NYSE/NYSE Amer ..... 51 For statistical queries please contact the
Statistics Team: 609-520-4799
Dividend Boosts - Reductions......... 61 Gold & Silver Prices......................... 60 Nasdaq National Market................ 44 Stock Splits - Special Dividends ...... 61 or email: barronsstats@barrons.com

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
4.89 0.97 BlackSkyTechWt BKSY.WT ... ... 1.30 –0.15 ... 2326.80 1674.35 CableOne CABO .6 34 1843.71 +13.99 2.75 1.29 0.49 ClassAccelWt CLAS.WT ... ... .60 +0.01 ... 3.00 0.44 CustomTruckWt CTOS.WT ... ... 2.35 –0.10 ... 9.92 9.61 ESM Acqn A ESM ... ... 9.74 ... ...
149.78 59.11 Blackstone BX 2.5 20 143.81 –2.63 1.09 65.25 40.90 Cabot CBT 2.7 13 55.83 –3.43 .37 118.89 71.50 CleanHarbors CLH ... 31 109.52 +0.03 ... 61.48 16.81 CustomersBancorp CUBI ... 7 56.24 –0.59 ... 1.15 0.57 ESM Acqn Wt ESM.WT ... ... .74 –0.01 ...
34.04 25.77 BlackstoneMtg BXMT 8.0 12 30.90 –0.71 .62 46.94 23.03 Cactus WHD 1.1 64 36.37 –1.43 .10 3.70 1.26 ClearChannelOutdr CCO ... dd 3.21 –0.07 ... 3.86 1.23 CypressEnvl CELP ... dd 1.38 +0.08 ... 28.92 7.22 ESSTech GWH ... dd 15.96 +0.85 ...
21.04 10.31 BlendLabs BLND ... dd 10.90 –0.76 ... 35.59 24.87 CadenceBank CADE 2.7 11 29.98 –0.92 .20 65.70 32.29 ClearSecure YOU ... dd 34.00 –4.57 ... 6.65 0.75 ESSTechWt GWH.WT ... ... 4.23 +0.44 ...
20.51
26.51
44.95
14.91
16.82
BlockHR
BloomEnergy
HRB
BE
4.3
... dd
7 25.03
27.28
+0.56
–2.67
.27
...
22.00
34.19
14.16
21.65
Cadre
CAE
CDRE
CAE
1.6
...
...
70
19.50
24.82
–1.37
–3.04
.08
...
27.68
45.81 27.30
ClearwaterAnalytic
ClearwaterPaper
CWAN
CLW
...
...
dd
dd
22.41
41.62
+0.47
–0.08
...
... D 14.58
4.72
8.26
1.37
E2open
E2openWt
ETWO
ETWO.WT
...
...
...
...
11.78
3.18
–1.24
–0.69
...
...
12.35 3.52 BlueApron APRN ... dd 9.84 +1.38 ... 29.36 11.17 Caleres CAL 1.1 dd 25.27 –1.11 .07 36.56 23.21 ClearwayEnergyA CWEN.A 3.7 cc 35.00 –0.61 .34 166.42 90.85 EagleMaterials EXP .6 19 159.25 –1.95 .25
17.89 9.35 BlueOwlCapital OWL 2.3 dd 15.44 –0.06 .09 47.18 18.30 CaliforniaRscs CRC 1.7 1 40.35 –0.19 .17 39.75 24.93 ClearwayEnergyC CWEN 3.5 cc 37.86 –0.80 .34 10.88 9.71 D&ZMedia DNZ.UT ... ... 9.95 –0.05 ... 13.15 3.53 EarthstoneEner ESTE ... dd 9.93 +0.07 ...
6.55 0.97 BlueOwlCapWt OWL.WT ... ... 4.88 –0.05 ... 68.40 48.88 CalWtrSvc CWT 1.5 29 62.95 –4.16 .23 26.51 10.89 Cleveland-Cliffs CLF ... 6 21.84 –0.11 ... 10.84 9.60 D&ZMediaA DNZ ... dd 9.75 –0.01 ... 23.65 19.64 EasterlyGovtProp DEA 5.0 70 21.13 –0.13 .265
33.49 12.25 BluegreenVac BVH ... 11 29.83 –3.05 ... 76.60 22.25 Calix CALX ... 19 68.04 –3.62 ... 12.38 9.81 ClimateRealI CLIM.UT ... ... 10.05 –0.03 ... 1.45 0.50 D&ZMediaWt DNZ.WT ... ... .72 +0.03 ... 209.87 130.93 EastGroup EGP 1.8 66 202.81 –2.69 .90
76.94 24.01 BlueLinx BXC ... 3 70.11 –3.57 ... 37.75 20.10 CallawayGolf ELY ... 13 27.24 –2.05 ... 10.20 9.55 ClimateReal II A CLIM ... 70 9.86 –0.04 ... 33.85 15.90 DCP Midstream DCP 5.5 61 28.55 +0.23 .39 130.47 96.27 EastmanChem EMN 2.5 30 110.50 –2.68 .69
10.99 9.81 BlueRiverAcqn BLUA.UT ... ... 10.00 +0.02 ... 65.45 9.35 CallonPetrol CPE ... dd 51.48 –0.96 ... 2.49 0.91 ClimateReal II Wt CLIM.WT ... ... 1.19 –0.04 ... 6.00 1.89 DHI Group DHX ... cc 5.44 +0.27 ... 14.18 6.10 EastmanKodak KODK ... 11 6.13 –0.48 ...
9.93 9.57 BlueRiverA BLUA ... cc 9.79 ... ... 171.17 94.59 CamdenProperty CPT 2.0 cc 166.98 +0.73 .83 9.98 6.07 ClipperRealty CLPR 4.1 dd 9.30 +0.21 .095 7.19 5.05 DHT DHT 2.3 dd 5.59 –0.11 .02 175.72 113.79 Eaton ETN 1.8 33 167.51 –4.79 .76
1.30 0.40 BlueRiverWt BLUA.WT ... ... .72 –0.02 ... 28.49 9.78 Cameco CCJ .3 dd 24.08 –1.21 .0617 59.00 3.25 CloopenGroup RAAS ... dd 4.36 +1.10 ... 13.12 9.88 DPCM Capital XPOA.UT ... ... 9.97 –0.26 ... 238.93 201.15 Ecolab ECL .8 58 226.23 –8.63 .48
13.35 10.01 BluescapeOpps BOAC.UT ... ... 10.31 –0.02 ... 53.77 39.76 CampbellSoup CPB 3.6 13 41.52 +0.94 .37 231.11 156.23 Clorox CLX 2.7 50 174.21 +7.23 1.16 11.96 9.65 DPCM Cap A XPOA ... 37 9.86 +0.01 ... 15.91 11.37 Ecopetrol EC .7 9 12.81 –0.72 .0932
13.09 9.51 BluescapeOppsAcqn BOAC ... dd 9.80 –0.02 ... 49.20 25.69 CampingWorld CWH 4.4 8 45.78 +3.42 .50 221.64 60.96 Cloudflare NET ... dd 200.12 –10.92 ... 3.51 0.58 DPCM Cap Wt XPOA.WT ... ... .73 –0.20 ... 18.90 9.12 Ecovyst ECVT .0 dd 9.79 +0.08 3.20
3.15 0.83 BluescapeOppsWt BOAC.WT ... ... 1.03 +0.03 ... 53.64 28.10 CanadaGoose GOOS ... cc 45.90 –5.30 ... 6.34 2.95 CN Finance CNF ... 8 4.95 +0.95 ... 13.29 7.88 DRDGOLD DRD ... 8 9.10 –0.22 ... 46.44 29.87 EdgewellPersonal EPC 1.4 20 42.62 –1.55 .15
278.57 191.85 Boeing BA ... dd 199.21 –14.92 ... 123.13 83.93 CIBC CM 4.1 11 114.67 –1.44 1.1668 57.56 48.11 Coca-Cola KO 3.1 26 53.73 –1.40 .42 123.74 98.43 DTE Energy DTE 3.2 25 110.66 –0.52 .825 66.21 53.92 EdisonInt EIX 4.1 32 64.94 +0.04 .6625
78.35 41.17 BoiseCascade BCC .7 5 71.16 –0.77 3.00 136.22 100.66 CanNtlRlwy CNI 1.6 24 126.87 –2.51 .4988 59.07 41.53 Coca-Cola Femsa KOF 5.1 17 47.53 –3.59 1.244 52.78 45.37 DTEEnergy DTP 6.4 ... 49.04 –0.26 .7813 123.27 78.44 EdwardsLife EW ... 47 109.52 –7.51 ...
134.50 39.28 BootBarn BOOT ... 28 122.90 –3.55 ... 44.33 22.40 CanNaturalRes CNQ 4.6 10 40.96 +0.60 .3891 12.60 5.58 CoeurMining CDE ... dd 5.73 –0.67 ... 50.52 38.21 DT Midstream DTM 5.1 15 47.36 +0.27 .60 39.17 19.60 8x8 EGHT ... dd 21.52 +0.95 ...
100.26 75.15 BoozAllen BAH 1.7 20 85.20 –2.14 .37 83.07 64.19 CanPacRlwy CP .9 19 71.31 –3.53 .1536 101.22 62.43 Cohen&Steers CNS 1.9 32 93.27 –5.17 1.25 44.18 21.63 DXC Tech DXC ... 21 30.50 –0.87 ... 37.49 27.33 ElancoAnimal ELAN ... dd 30.22 –1.89 ...
12.84 1.52 BoqiiHolding BQ ... dd 1.62 –0.05 ... 19.60 3.30 Cango CANG 6.7 1 3.45 –0.76 1.00 12.39 9.95 CohnRobbins CRHC.UT ... ... 10.29 +0.01 ... 28.44 16.74 Dana DAN 1.8 16 22.72 –0.89 .10 56.00 43.16 ElancoAnimalUn ELAT 5.3 ... 47.07 –2.11 .625
55.55 36.26 BorgWarner BWA 1.5 14 45.23 –0.63 .17 46.57 29.51 Cannae CNNE ... 9 33.11 –0.14 ... 11.46 9.65 CohnRobbinsA CRHC ... dd 9.97 +0.04 ... 333.96 211.22 Danaher DHR .3 41 323.96 +9.83 .21 189.84 97.89 Elastic ESTC ... dd 153.82 –21.40 ...
1.67 0.56 BorrDrilling BORR ... dd .98 –0.09 ... 17.43 8.90 CanoHealth CANO ... dd 9.48 –0.86 ... 2.90 0.83 CohnRobbinsWt CRHC.WT ... ... 1.02 –0.10 ... 89.41 12.13 Danaos DAC 2.8 2 71.79 –0.83 .50 14.48 7.46 EldoradoGold EGO ... dd 9.29 –0.40 ...
1349.98 448.03 BostonBeer SAM ... 58 454.64 –10.11 ... 5.70 1.77 CanoHealthWt CANO.WT ... ... 2.60 –0.30 ... 54.67 34.94 Colfax CFX ... 62 48.50 –1.97 ... 66.30 11.55 DanimerScientific DNMR ... dd 13.89 –0.61 ... 26.92 13.75 ElementSolns ESI 1.3 26 24.11 –0.90 .08
124.24 88.45 BostonProps BXP 3.5 55 111.68 –5.26 .98 25.94 17.71 Canon CAJ 2.9 12 22.46 –0.24 .4027 212.81 148.30 ColfaxUn CFXA 2.8 ... 204.61 –2.20 1.4375 130.33 37.02 DaqoNewEnergy DQ ... 7 58.52 –7.81 ... 4.90 2.68 ElevateCredit ELVT ... dd 3.32 –0.10 ...
46.29 33.01 BostonSci BSX ... 53 38.57 –2.46 ... 177.95 85.16 CapitalOne COF 1.6 6 149.16 –2.16 .60 86.38 74.01 ColgatePalm CL 2.3 25 77.06 –0.14 .45 164.28 105.49 Darden DRI 2.5 23 140.55 –2.61 1.10 19.60 14.24 EllingtonFin EFC 10.4 5 17.32 –0.37 .15
27.41 16.62 Box BOX ... dd 23.86 –0.75 ... 69.26 34.41 Capri CPRI ... 23 61.55 –1.04 ... 9.78 9.55 ColombierAcqnA CLBR ... ... 9.65 –0.06 ... 85.98 47.28 DarlingIngred DAR ... 22 71.28 –0.16 ... 13.92 10.71 EllingtonResiMtg EARN 10.5 37 11.39 –0.34 .10
71.00 37.80 BoydGaming BYD ... 16 61.03 +1.30 ... 10.88 9.60 CapstarSpacA CPSR ... dd 9.94 –0.01 ... 10.00 9.60 ColombierAcqnUn CLBR.UT ... ... 9.95 +0.03 ... 30.42 21.98 Datto MSP ... cc 23.94 –0.58 ... 10.26 9.82 ElliottOppII EOCW.UT ... ... 10.12 +0.02 ...
61.76 43.37 Brady BRC 1.8 20 50.35 +0.06 .225 1.96 0.60 CapstarSpacWt CPSR.WT ... ... 1.08 –0.03 ... 1.09 0.53 ColombierAcqnWt CLBR.WT ... ... .70 +0.01 ... 136.48 96.98 DaVita DVA ... 11 97.29 –2.26 ... 10.11 9.55 ElliottOppIIA EOCW ... ... 9.83 –0.02 ...
7.45 4.02 BraemarHtls BHR ... dd 4.74 –0.21 ... 62.96 47.14 CardinalHealth CAH 4.1 12 47.60 –0.84 .4908 10.15 9.70 ColonnadeAcqnII CLAA.UT ... ... 9.88 –0.02 ... 451.49 252.85 DeckersOutdoor DECK ... 27 414.53 –19.97 ... 1.36 0.95 ElliottOppIIWt EOCW.WT ... ... 1.17 +0.01 ...
15.17 10.63 BrandywineRealty BDN 5.6 89 13.61 –0.54 .19 243.99 143.52 Carlisle CSL .9 33 232.59 –5.69 .54 9.96 9.61 Colonnade II A CLAA ... ... 9.75 –0.01 ... 400.34 250.54 Deere DE 1.2 21 359.30 +13.15 1.05 15.06 10.29 EmbotellAndinaA AKO.A 6.3 10 10.78 +0.19 .2129
6.83 3.85 BrasilAgro LND 10.0 6 4.58 +0.01 .4586 155.98 90.30 CarMax KMX ... 21 145.75 –1.24 ... 1.39 0.72 Colonnade II Wt CLAA.WT ... ... .79 –0.08 ... 51.56 28.11 DelekLogistics DKL 8.5 12 44.73 –0.28 .95 17.36 11.27 EmbotellAndinaB AKO.B 5.8 11 12.99 +0.86 .2342
26.93 8.28 Braskem BAK ... 3 18.00 +1.15 ... 31.52 17.20 Carnival CCL ... dd 17.95 –2.54 ... 19.49 13.22 ColumbiaProperty CXP 4.4 dd 19.12 –0.04 .21 27.38 13.11 DelekUS DK ... dd 15.45 –0.01 ... 19.40 5.96 Embraer ERJ ... dd 13.98 –0.79 ...
23.48 14.05 BridgeInvt BRDG 4.6 19 20.95 –1.02 .24 27.31 15.58 Carnival CUK ... dd 16.48 –2.37 ... 91.62 49.01 Comerica CMA 3.2 10 85.26 –2.67 .68 58.18 34.40 DellTechC DELL ... 12 56.18 +1.16 ... 7.28 3.77 EmeraldHldg EEX ... dd 4.07 –0.11 ...
25.49 10.13 BrighamMin MNRL 4.1 dd 21.13 –0.66 .26 49.20 24.35 CarpenterTech CRS 2.7 dd 29.26 –1.37 .20 103.74 49.64 ComfortSystems FIX .5 24 98.29 –3.51 .13 52.28 34.60 DeltaAir DAL ... dd 36.38 –3.31 ... 127.20 29.88 EmergentBiosol EBS ... 11 44.21 +4.14 ...
17.93 3.61 BrightHealth BHG ... dd 3.73 –0.39 ... 55.02 27.15 CarriageSvcs CSV .8 34 52.95 +1.19 .1125 36.86 19.44 CommercialMetals CMC 1.7 10 32.71 –2.36 .14 48.38 24.58 Deluxe DLX 3.4 21 35.43 –0.38 .30 105.99 74.50 EmersonElec EMR 2.3 24 90.31 –3.03 .515
182.50 119.89 BrightHorizons BFAM ... cc 125.35 –0.83 ... 58.89 34.21 CarrierGlobal CARR .9 22 55.38 –1.77 .12 82.53 61.17 CommBkSys CBU 2.4 20 71.83 –3.01 .43 11.40 9.89 DelwindsIns DWIN.UT ... ... 10.20 +0.02 ... 13.11 8.72 EmpireStateRealty ESRT 1.5 dd 9.62 –0.27 .035
6.66 1.54 BrightScholarEduc BEDU 11.5 9 1.84 –0.18 .12 16.20 10.65 Cars.com CARS ... 54 16.12 +3.65 ... 17.04 7.01 CommunityHlthSys CYH ... 4 12.90 –0.90 ... 10.29 9.65 DelwindsInsA DWIN ... cc 9.89 ... ... 43.82 30.20 EmployersHldgs EIG 2.5 9 39.70 +1.20 .25
30.88 17.45 BrightSphere BSIG .1 8 30.15 –0.23 .01 116.92 80.50 Carter's CRI 2.3 13 102.57 –4.28 .60 52.54 42.63 CommunityHlthcr CHCT 3.9 50 43.71 –1.09 .435 1.40 0.42 DelwindsInsWt DWIN.WT ... ... .68 +0.06 ... 10.60 9.70 EmpowermentI EPWR.UT ... ... 9.99 –0.05 ...
10.68 7.05 BrightSpire BRSP 7.7 dd 9.41 –0.20 .18 376.83 219.40 Carvana CVNA ... dd 291.11 –0.61 ... 9.46 5.76 SABESP SBS 1.0 9 6.12 –0.12 .0714 91.30 20.97 Denbury DEN ... dd 78.63 –0.75 ... 10.35 9.50 Empower&IncA EPWR ... dd 9.79 +0.03 ...
19.17 13.26 BrightView BV ... 33 14.45 –0.98 ... 11.35 9.98 CascadeAcqn CAS.UT ... ... 10.30 +0.12 ... 3.55 2.09 EngGr-Cmg C CIG.C ... 7 3.21 –0.03 ... 20.48 6.87 DesignerBrands DBI ... dd 15.08 –0.57 ... 1.25 0.42 EmpowerIWt EPWR.WT ... ... .58 ... ...
78.33 34.49 BrinkerIntl EAT ... 13 36.13 –2.42 ... 10.45 9.72 CascadeAcqnA CAS ... 61 9.98 +0.02 ... 2.77 1.57 EngGr-Cmg CIG ... 5 2.35 –0.05 ... 34.94 6.39 DesktopMetal DM ... dd 6.58 –0.33 ... 7.90 3.27 EmpresaDisCom EDN ... dd 5.60 +0.23 ...
84.72 58.48 Brink's BCO 1.3 39 63.05 –3.40 .20 1.92 0.55 CascadeAcqnWt CAS.WT ... ... .69 +0.07 ... 7.34 5.01 COPEL ELP 11.6 13 5.21 –0.20 .4176 17.66 9.55 Despegar.com DESP ... dd 10.58 –1.67 ... 9.91 4.92 EnableMidstream ENBL 8.8 8 7.48 +0.08 .1653
69.75 55.82 BristolMyers BMY 3.5 dd 56.53 –1.30 .49 12.00 3.18 CasperSleep CSPR ... dd 6.55 ... ... 10.33 3.56 CiaSiderurgica SID ... 2 4.00 +0.20 ... 15.34 10.08 DeutscheBank DB ... 10 12.24 +0.07 ... 43.35 31.11 Enbridge ENB ... 17 38.99 –0.73 ...
0.41 0.17 BristolMyersRt CELG.RT ... ... .18 –0.01 ... 2.71 1.07 CastlightHealth CSLT ... dd 1.60 –0.10 ... 21.82 14.11 CerveceriasUnid CCU 8.5 12 15.93 –1.81 .7066 45.56 13.78 DevonEnergy DVN 4.6 26 42.70 +2.10 .73 89.68 60.20 EncompassHealth EHC 1.8 15 61.18 –0.30 .28
39.72 21.93 Bristow VTOL ... dd 31.37 –1.59 ... 142.64 91.87 Catalent CTLT ... 42 132.31 +5.20 ... 32.34 18.81 CompassDiversif CODI 4.8 dd 30.16 –0.91 .36 210.15 153.67 Diageo DEO 2.0 33 201.81 –6.90 2.4264 172.41 61.29 Endava DAVA ... cc 151.48 –4.28 ...
41.14 34.00 BritishAmTob BTI 8.6 9 34.28 –0.05 .7412 10.70 9.75 CatchaInvt CHAA.UT ... ... 9.92 +0.06 ... 22.11 9.13 Compass COMP ... dd 9.50 –0.93 ... 11.49 7.52 DiamndrckHspty DRH ... dd 9.07 –0.48 ... 33.20 22.02 Endeavor EDR ... dd 28.33 –1.01 ...
25.83 15.27 BrixmorProp BRX 4.0 33 23.77 –0.80 .24 10.25 9.59 CatchaInvtA CHAA ... ... 9.75 +0.01 ... 75.44 49.82 CompassMnlInt CMP 1.2 dd 51.39 –1.24 .15 6.36 1.62 DianaShipping DSX 9.5 cc 4.21 +0.24 .10 7.76 3.25 EndeavourSilver EXK ... 23 4.81 –0.52 ...
1.07 0.59 CatchaInvtWt CHAA.WT ... ... .68 –0.04 ... 12.00 9.59 ComputeHealth CPUH.UT ... ... 10.04 –0.03 ... .4375
11.10 9.36 BroadmarkRealty BRMK 8.8 15 9.55 –0.20 .07 147.39 51.51 Dick's DKS 1.4 11 128.50 –10.09 8.88 5.43 EnelAmericas ENIA 2.7 12 6.42 +0.77 .1583
... 12.78 7.87 CatchMarkTimber CTT 3.8 18 7.94 –0.40 .075 10.70 9.50 ComputeHlthA CPUH ... ... 9.80 –0.03 ... 18.01 7.16 DiDiGlobal DIDI ... ... 7.88 –0.42 ... 11
0.32 0.08 BroadmarkRltyWt BRMK.WT ... .10 ... ... 4.50 1.90 EnelChile ENIC 7.0 2.28 +0.30 .2187
246.69 172.28 Caterpillar CAT 2.2 21 198.73 –1.71 1.11 2.25 0.88 ComputeHlthWt CPUH.WT ... ... 1.15 +0.09 ... 8.11
185.00 137.91 BroadridgeFinl BR 1.5 37 171.57 –2.56 .64 17.30 DieboldNixdorf DBD ... dd 8.52 –0.23 ... 52.85 36.14 Energizer ENR 3.1 20 38.79 +0.72 .30
19.89 7.99 Cato CATO 4.1 10 16.64 +1.43 .17 11.34 4.24 ComstockRscs CRK ... dd 8.59 +0.12 ... 15.27 4.90 DigitalMedia DMS ... 99 5.16 –0.18 ...
11.36 10.00 BroadstoneAcqn BSN.UT ... 42 10.47 –0.01 ... 11.55 6.03 EnergyTransfer ET 6.9 5 8.84 +0.14 .1525
13.85 6.30 Cazoo CZOO ... dd 8.30 –0.74 ... 39.09 30.52 ConagraBrands CAG 4.0 13 31.60 +0.88 .3125 3.73 0.45 DigitalMediaWt DMS.WT ... ... .53 –0.01 ...
10.69 9.62 BroadstoneAcqnA BSN ... dd 9.96 +0.02 ... 28.84 19.61 EnerpacTool EPAC .2 34 21.49 –1.31 .04
4.82 1.02 CazooWt CZOO.WT ... ... 1.30 –0.72 ... 15.28 9.89 ConcordAcqn CND.UT ... ... 12.89 –0.63 ... 168.54 1.16
1.85 0.56 BroadstoneAcqnWt BSN.WT ... ... 1.15 ... ... 52.50 36.74 CedarFairRec FUN ... dd 48.69 +0.34 ... 13.48 9.63 ConcordAcqnA CND ... dd 11.31 –0.57 ...
124.65 DigitalRealty DLR 2.8 70 164.76 –0.82 10.81 2.48 Enerplus ERF 1.3 dd 9.78 +0.23 .0327
28.00 17.34 Broadstone BNL 4.2 44 25.45 –0.46 .265 24.48 7.81 CedarRealty CDR 1.2 dd 22.36 –0.13 .066 3.94 0.69 ConcordAcqnWt CND.WT ... ... 2.98 –0.26 ...
8.70 4.17 DigitalBridge DBRG ... dd 8.10 +0.54 ... 104.47 72.13 EnerSys ENS .9 21 74.27 –5.76 .175
8.95 3.97 BrookdaleSrLiving BKD ... dd 6.33 –0.32 ... 133.40 35.35 DigitalOcean DOCN ... dd 100.21 –28.32 ... 24.74 8.44 Eneti NETI .4 dd 8.93 ... .01
174.05 115.42 Celanese CE 1.7 7 160.89 –4.85 .68 10.20 9.61 ConcordAcqnII CNDA.UT ... ... 10.10 ... ... 416.71 .20
62.20 37.64 BrookfieldMgt BAM .9 27 57.55 –2.05 .13 11.88 7.01 Celestica CLS ... 15 10.78 –0.44 ... 10.70 9.68 ConcordAcqnIIA CNDA ... ... 9.80 –0.02 ...
46.53 Dillard's DDS .2 12 340.77 –19.50 23.21 17.37 Enfusion ENFN ... ... 18.15 –3.32 ...
85.00 47.98 BrookfieldReins BAMR .0 ... 58.93 –2.27 .13 9.55 5.11 CementosPacasm CPAC 18.7 14 6.53 –0.30 .9957 1.24 0.68 ConcordAcqnIIWt CNDA.WT ... ... 1.04 +0.01 ...
100.70 56.50 DineBrands DIN 2.1 17 75.73 –3.96 .40 38.83 19.96 EngageSmart ESMT ... dd 22.29 –1.51 ...
51.98 35.00 BrookfieldBusPtr BBU .5 12 47.31 +0.99 .0625 46.00 17.30 Dingdong DDL ... ... 23.95 –0.05 ... 8.64 3.53 EnLinkMid ENLC 5.3 dd 7.05 +0.22 .0938
9.09 4.53 Cemex CX ... 14 5.85 –0.31 ... 10.37 10.10 ConcordAcqnIII CNDB.UT ... ... 10.25 +0.08 ...
80.60 56.89 BrookfieldInfr BIPC 3.4 dd 59.49 –1.73 .51 10.00 9.78 DirectSellingA DSAQ ... ... 9.98 +0.03 ... 22.24 16.35 Ennis EBF 5.2 18 19.26 –0.12 .25
13.48 4.94 CenovusEnergy CVE .9 43 12.39 +0.27 .0282 5.89 1.83 ConcordMed CCM ... ... 2.36 –0.10 ...
61.70 48.25 BrookfieldInfr BIP 3.6 26 56.36 –1.18 .51 10.25 10.06 DirectSellingUn DSAQ.UT ... ... 10.23 +0.02 ... 43.47 20.81 EnovaIntl ENVA ... 3 38.91 –0.65 ...
8.60 2.65 CenovusEnergyWt CVE.WT ... ... 7.66 +0.13 ... 159.11 97.95 Conmed CNMD .6 68 135.08 –6.93 .20
63.31 36.02 BrookfieldRenew BEPC 3.3 dd 36.68 –2.19 .3038 77.65 57.16 Centene CNC ... 60 73.90 +0.89 ... 77.98 38.77 ConocoPhillips COP 2.6 21 71.48 +1.87 .46
0.70 0.48 DirectSellingAcqnWt DSAQ.WT ... ... .51 –0.03 ... 9.97 9.76 EnphysAcqn NFYS.UT ... ... 9.90 +0.04 ...
49.87 34.55 BrookfieldRenew BEP 3.4 dd 35.86 –1.80 .3038 135.69 76.00 DiscoverFinSvcs DFS 1.7 7 114.57 +0.19 .50 112.41 69.95 EnPro NPO 1.0 33 106.10 –1.15 .27
27.20 19.31 CenterPointEner CNP 2.6 17 26.23 –0.32 .17 80.43 65.56 ConEd ED 3.9 24 78.67 +0.64 .775
67.24 42.72 Brown&Brown BRO .6 32 64.76 +0.22 .1025 12.80 6.64 CenterraGold CGAU 3.1 dd 7.27 –0.53 .0556 1.04 0.56 ConstellationI Wt CSTA.WT ... ... .74 ... ... 203.02 145.85 Disney DIS ... cc 148.11 –5.89 ... 115.02 85.78 Entergy ETR 3.9 17 103.09 –2.86 1.01
83.01 62.59 Brown-Forman A BF.A 1.1 43 69.30 –0.80 1.00 108.19 66.91 Centerspace CSR 2.8 dd 102.56 +1.18 .72 10.81 9.70 ConstellationI CSTA.UT ... ... 9.99 –0.01 ... 13.45 9.86 dMYTechIV DMYQ.UT ... ... 11.65 –0.78 ... 25.69 19.28 EnterpriseProd EPD 8.2 12 21.99 +0.29 .45
81.99 66.25 Brown-Forman B BF.B 1.0 46 74.40 –0.83 1.00 9.61 4.69 CentraisElBras EBR 11.8 9 5.88 –0.08 .1551 10.10 9.50 ConstellationI A CSTA ... 25 9.80 +0.06 ... 12.15 9.57 dMYTechIV A DMYQ ... dd 10.74 –0.66 ... 9.34 2.66 Entravision EVC 1.4 13 7.02 –0.88 .025
117.62 73.08 Brunswick BC 1.3 13 99.74 –0.36 .335 29.15 16.35 CentralPacFin CPF 3.7 11 27.22 –0.53 .25 244.75 202.54 ConstBrands A STZ 1.3 77 229.32 –6.08 .76 4.90 1.03 dMYTechIVWt DMYQ.WT ... ... 3.80 –0.74 ... 88.45 61.00 Envestnet ENV ... cc 76.90 –4.67 ...
57.10 26.39 Buckle BKE 2.7 11 48.54 –1.71 .33 4.38 1.90 CentralPuerto CEPU ... 25 3.08 +0.04 ... 21.60 11.92 Constellium CSTM ... 8 17.97 –0.42 ... 11.10 10.09 dMYTechVI DMYS.UT ... ... 10.74 +0.04 ... 46.52 29.29 Envista NVST ... 19 40.08 –2.02 ...
13.28 6.11 Buenaventura BVN ... dd 6.94 +0.14 ... 83.20 40.82 CenturyComm CCS .8 6 71.67 –1.24 .15 19.31 8.91 ContainerStore TCS ... 6 12.24 –0.58 ... 10.45 9.92 dMYTechGroupVI DMYS ... ... 10.01 ... ... 71.52 44.01 EnvivaPartners EVA 4.5 dd 69.97 +0.02 .84
21.00 3.71 Build-A-Bear BBW ... 10 17.24 –0.90 ... 130.37 78.20 CeridianHCM CDAY ... dd 111.35 –3.53 ... 55.48 14.95 ContinentalRscs CLR 1.3 20 45.45 +0.35 .20 2.16 1.48 dMYTechGrpVIWt DMYS.WT ... ... 1.51 ... ... 4.85 1.97 EnzoBiochem ENZ ... 21 3.38 ... ...
10.10 9.64 BuildAcqn BGSX.UT ... ... 9.93 –0.06 ... 29.42 14.02 ChannelAdvisor ECOM ... 40 25.15 –1.86 ... 23.58 10.43 Volaris VLRS ... dd 14.78 –1.92 ... 104.74 85.24 DolbyLab DLB 1.2 29 85.90 –3.67 .25 292.11 161.87 Equifax EFX .6 49 277.74 –11.12 .39
10.00 9.60 BuildAcqnA BGSX ... ... 9.75 +0.01 ... 6.63 2.56 CharahSolutions CHRA ... dd 4.68 +0.11 ... 14.29 6.25 ConveyHealth CNVY ... ... 6.51 –0.13 ... 17.66 13.10 Dole DOLE ... ... 13.28 –0.24 ... 28.30 15.33 Equinor EQNR 1.8 29 24.73 +0.04 .18
0.99 0.61 BuildAcqnWt BGSX.WT ... ... .74 –0.08 ... 49.48 17.60 ChargePoint CHPT ... dd 25.82 –1.08 ... 463.59 327.44 Cooper COO .0 6 379.94 –25.13 .03 239.35 173.50 DollarGeneral DG .7 21 224.42 –0.13 .42 36.09 24.56 Equitable EQH 2.2 dd 32.45 –0.31 .18
74.15 34.42 BuildersFirst BLDR ... 10 71.43 +1.19 ... 460.21 226.07 CharlesRiverLabs CRL ... 48 375.28 –4.60 ... 47.85 20.40 Cooper-Standard CPS ... dd 25.88 +1.68 ... 10.61 5.78 Doma DOMA ... dd 6.18 –0.67 ... 11.52 6.23 EquitransMdstm ETRN 5.8 16 10.29 +0.08 .15
96.99 58.76 Bunge BG 2.3 6 90.48 –3.63 .525 206.29 101.89 ChartIndustries GTLS ... 76 176.54 –4.68 ... 7.20 0.80 CooTekCayman CTK ... dd .83 –0.05 ... 2.00 0.86 DomaWt DOMA.WT ... ... 1.35 –0.05 ... 29.29 25.40 EquityCommnwlth EQC ... dd 26.02 –0.04 ...
13.55 8.00 BurfordCapital BUR 3.6 dd 10.34 –0.26 .0625 14.95 10.26 ChathamLodging CLDT ... dd 12.11 –0.45 ... 94.91 64.66 Copa CPA ... dd 71.77 –6.78 ... 81.11 67.85 DominionEner D 3.4 23 73.67 –0.52 .63 12.12 10.00 EquityDistribution EQD.UT ... ... 10.30 +0.14 ...
357.34 217.38 BurlingtonStrs BURL ... 44 283.85 +18.88 ... 5.00 1.42 CheetahMobile CMCM ... 3 1.44 –0.08 ... 31.93 20.00 Core&Main CNM ... 84 29.00 –0.63 ... 105.25 91.90 DominionEnerUn DCUE 7.3 ... 98.64 –0.50 1.8125 11.06 9.70 EquityDistrA EQD ... 36 9.83 –0.03 ...
29.13 6.75 ButterflyNtwk BFLY ... dd 7.52 –0.48 ... 115.21 24.25 Chegg CHGG ... dd 24.99 –1.54 ... 49.87 21.89 CoreLabs CLB .2 36 24.14 –0.24 .01 549.51 319.71 Domino's DPZ .7 40 529.88 –5.71 .94 2.35 0.77 EquityDistrWt EQD.WT ... ... .93 –0.06 ...
16.66 1.30 ButterflyNtwkWt BFLY.WT ... ... 1.74 –0.04 ... 560.00 403.00 Chemed CHE .3 25 483.32 –20.93 .36 12.35 5.92 CoreCivic CXW ... dd 11.30 –0.29 ... 55.49 29.07 Domtar UFS ... 46 55.48 +0.06 ... 88.47 57.97 EquityLife ELS 1.7 59 84.19 –0.59 .3625
28.49 14.59 BylineBancorp BY 1.4 12 26.59 –1.06 .09 38.87 23.30 Chemours CC 3.2 13 30.85 –0.90 .25 11.04 4.04 CorEnergyInfr CORR 4.9 dd 4.10 –0.26 .05 69.35 52.50 Donaldson DCI 1.5 26 58.73 –1.94 .22 88.09 56.08 EquityResdntl EQR 2.9 31 84.27 –1.77 .6025
10.68 8.65 CherryHillMtg CHMI 12.2 32 8.86 –0.07 .27 18.15 6.05 CorePoint CPLG ... dd 15.48 –0.03 ... 52.33 15.49 DonnelleyFin DFIN ... 20 47.25 +1.09 ... 2.91 1.01 EquusTotReturn EQS ... dd 2.37 +0.06 ...
C 137.44
118.08
99.64
83.53
ChesapeakeUtil
Chevron
CPK
CVX
1.5
4.7
28
22
130.56
114.51
–1.61
+2.60
.48
1.34
173.57
19.73
107.23
8.35
Coresite
CornerstoneBldg
COR
CNR
3.0
...
83
3
170.71
16.40
–0.69
–0.37
1.27
...
257.25
15.68
110.13
10.30
DoorDash
DorianLPG
DASH
LPG
...
.0
dd
6
187.92
12.51
–27.33
–0.17
...
1.00
25.99
2.63
13.58
0.33
EroCopper
ErosSTX
ERO
ESGC
...
...
7
...
16.60
.39
–1.60
–0.03
...
...
120.00 60.45 Chewy CHWY ... cc 69.39 –3.53 ... 46.82 34.81 Corning GLW 2.5 40 37.96 +0.31 .24 48.42 27.16 DoubleVerify DV ... cc 33.05 +1.52 ... 54.22 39.62 EssentGroup ESNT 1.8 8 42.86 –2.49 .19
290.71 215.18 CACI Intl CACI ... 15 268.05 –4.42 ... 7.29 1.38 Chico'sFas CHS ... dd 5.69 –0.67 ... 6.37 3.04 CorpAmAirports CAAP ... dd 5.80 –0.23 ... 51.44 34.99 DouglasDynamics PLOW 2.8 24 40.92 –3.88 .285 32.92 19.68 EssentialProp EPRT 3.7 cc 27.25 –0.68 .25
8.41 3.54 CBD Pao CBD 9.3 15 4.10 –0.01 .2655 16.85 9.78 ChimeraInvt CIM 8.0 5 16.43 ... .33 30.51 24.64 CorpOfficeProp OFC 4.2 20 26.03 –1.09 .275 36.97 26.45 DouglasEmmett DEI 3.3 94 33.54 –1.95 .28 51.42 41.11 EssentialUtil WTRG 2.3 29 47.24 –1.33 .2682
40.62 23.92 CBIZ CBZ ... 25 37.74 –0.90 ... 26.19 17.37 ChinaEastrnAir CEA ... dd 18.01 –0.79 ... 9.96 9.60 CorsairPtrA CORS ... ... 9.74 +0.02 ... 178.32 115.88 Dover DOV 1.2 26 171.24 –4.81 .50 63.22 53.97 EssentialUtilUn WTRU 5.2 ... 58.05 –1.02 .75
43.50 26.25 CBL Assoc CBL ... dd 30.47 –0.05 ... 17.73 2.14 ChinaGreenAg CGA ... dd 11.16 +0.02 ... 0.90 0.70 CorsairPtrWt CORS.WT ... ... .80 ... ... 3.61 1.83 DoverMotorsports DVD 1.1 10 3.59 ... .04 357.90 226.79 EssexProp ESS 2.5 50 340.69 –6.73 2.09
11.67 9.60 CBRE Acqn CBAH.UT ... ... 10.62 –0.61 ... 11.99 7.85 ChinaLifeIns LFC 5.1 6 8.38 –0.38 .4933 49.98 36.54 Corteva CTVA 1.2 21 46.83 –0.98 .14 71.38 51.33 Dow DOW 4.9 7 57.60 +0.26 .70 357.82 231.97 EsteeLauder EL .7 41 334.35 –18.50 .60
11.00 9.32 CBRE Acqn A CBAH ... dd 10.00 –0.40 ... 30.85 1.82 ChinaOnlineEduc COE ... 7 1.82 –0.20 ... 21.30 13.59 Cosan CSAN 1.2 8 14.97 –0.14 .1762 107.79 41.17 Doximity DOCS ... cc 61.13 –0.08 ... 32.15 18.12 EthanAllen ETD 4.3 8 23.34 –0.72 .75
3.14 0.79 CBRE Acqn Wt CBAH.WT ... ... 2.61 –0.44 ... 58.40 42.92 ChinaPetrol SNP 10.9 5 45.07 –1.78 2.4674 16.72 6.92 Costamare CMRE 3.8 5 12.08 –0.10 .115 75.50 57.54 DrReddy'sLab RDY .4 36 62.99 +0.65 .3365 11.20 7.55 Euronav EURN 1.3 dd 9.32 –0.39 .03
107.88 58.74 CBRE Group CBRE ... 23 98.09 –1.60 ... 39.96 25.08 ChinaSoAirlines ZNH ... dd 29.13 –0.62 ... 23.64 14.28 CoterraEnergy CTRA 2.4 24 21.00 +1.01 .175 40.62 18.30 Dril-Quip DRQ ... dd 19.34 –0.14 ... 26.52 15.53 Eventbrite EB ... dd 16.22 –1.67 ...
16.11 8.58 CCC Intelligent CCCS ... dd 12.45 –0.54 ... 19.59 11.63 ChinaYuchai CYD 14.5 6 11.74 –0.38 1.70 11.12 6.20 Coty COTY ... dd 9.64 –0.71 ... 4.02 1.58 DriveShack DS ... dd 1.98 –0.18 ... 164.63 90.29 EvercoreA EVR 1.9 9 143.31 –6.55 .68
5.53 1.41 CCC Intell Wt CCCS.WT ... ... 3.42 –0.50 ... 1958.55 1256.27 Chipotle CMG ... 68 1686.88 –68.02 ... 69.00 25.25 Coupang CPNG ... dd 27.39 +0.23 ... 25.25 16.16 DuckhornPtf NAPA ... 40 19.57 –0.07 ... 10.10 10.00 EverestConsol MNTN.UT ... ... 10.08 +0.08 ...
12.00 9.95 CCNeubergerII PRPB.UT ... ... 10.17 –0.01 ... 153.03 98.90 ChoiceHotels CHH .6 35 144.32 –7.54 .225 62.53 28.65 Coursera COUR ... dd 28.96 –3.57 ... 65.40 42.36 Ducommun DCO ... 15 43.59 –2.32 ... 289.68 209.63 EverestRe RE 2.3 11 268.40 +1.29 1.55
11.37 9.71 CCNeubergerII PRPB ... 36 9.89 +0.01 ... 197.92 144.00 Chubb CB 1.7 9 184.55 –3.70 .80 40.66 31.01 CousinsProperties CUZ 3.2 47 38.55 –0.63 .31 108.38 85.56 DukeEnergy DUK 4.0 26 99.28 +0.86 .985 69.45 51.88 Evergy EVRG 3.5 17 64.51 –1.10 .5725
2.91 0.90 CCNeubergerIIWt PRPB.WT ... ... 1.15 –0.01 ... 42.87 37.80 ChunghwaTel CHT 3.0 25 40.00 –0.70 1.5457 20.25 12.23 Covanta CVA 1.6 cc 20.24 +0.01 .08 60.07 37.54 DukeRealty DRE 1.9 24 58.37 –0.32 .28 26.61 10.61 Everi EVRI ... 32 21.08 –1.00 ...
10.84 9.86 CCNeubergerIII PRPC.UT ... ... 10.01 –0.04 ... 94.75 77.62 Church&Dwight CHD 1.1 29 93.34 +1.11 .2525 108.67 69.22 Crane CR 1.7 14 100.09 –3.62 .43 27.85 16.61 Dun&Bradstreet DNB ... dd 18.15 –0.82 ... 92.66 76.64 EversourceEner ES 2.8 25 84.72 +0.86 .6025
10.10 9.65 CCNeubergerIII A PRPC ... ... 9.83 –0.01 ... 6.21 0.91 ChurchillV Wt CCV.WT ... ... 1.05 –0.07 ... 11.06 7.08 Crawford A CRD.A 3.1 11 7.75 –0.25 .06 87.27 63.02 DuPont DD 1.6 7 76.96 –3.06 .30 48.58 33.85 Evertec EVTC .5 20 42.01 –1.38 .05
1.47 0.85 CCNeubergerIII Wt PRPC.WT ... ... 1.20 ... ... 13.75 9.92 ChurchillCapCorp.V CCV.UT ... ... 10.09 –0.04 ... 10.67 6.96 Crawford B CRD.B 3.1 11 7.71 –0.22 .06 81.40 32.42 DutchBros BROS ... ... 54.27 –0.72 ... 34.60 14.20 EvolentHealth EVH ... dd 26.28 –2.61 ...
68.09 36.21 CF Industries CF 1.9 46 62.80 –2.39 .30 13.88 9.22 ChurchillCapV A CCV ... ... 9.84 ... ... 169.50 88.67 Credicorp BAP 1.0 11 116.78 –3.57 1.2198 105.28 61.50 DycomInds DY ... 63 96.36 +11.55 ... 49.38 22.00 EvoquaWater AQUA ... cc 45.81 –2.90 ...
93.93 73.01 CGI GIB ... 20 83.69 –2.52 ... 12.97 9.86 ChurchillCapVI CCVI.UT ... ... 10.10 –0.06 ... 14.95 9.29 CreditSuisse CS 1.1 cc 9.67 –0.12 .0542 3.72 2.16 DynagasLNG DLNG ... 2 3.10 –0.21 ... 10.40 9.61 ExecutiveNtwkA ENPC ... 17 9.84 +0.02 ...
22.50 11.85 CI&T CINT ... 58 12.44 –2.22 ... 10.61 9.70 ChurchillVI A CCVI ... ... 9.86 –0.07 ... 5.48 1.75 CrescentPoint CPG 2.1 1 4.47 +0.08 .0238 80.13 36.88 Dynatrace DT ... cc 62.97 –4.01 ... 1.68 0.62 ExecutiveNtwkWt ENPC.WT ... ... .75 +0.03 ...
24.52 11.71 CI Financial CIXX 2.5 15 22.94 –0.68 .1447 1.99 0.86 ChurchillVI Wt CCVI.WT ... ... 1.19 +0.04 ... 33.94 16.21 CrestwoodEquity CEQP 9.2 dd 27.07 –0.62 .625 20.51 16.96 DynexCapital DX 9.1 4 17.15 –0.32 .13 13.97 0.86 Express EXPR ... dd 3.93 –0.34 ...
56.62 33.41 CIT Group CIT 2.7 7 50.96 +1.70 .35 11.50 9.74 ChurchillCapVII CVII.UT ... ... 10.00 –0.07 ... 10.26 6.99 CrestwoodEqUn CEQP.PR 8.6 ... 9.77 –0.03 .2111 32.64 13.20 Expro XPRO ... dd 14.65 –1.83 ...
.073
E
14.10 10.11 CITICCapAcqn CCAC.UT ... ... 10.39 –0.15 ... 10.00 9.64 ChurchillVII A CVII ... cc 9.81 –0.03 ... 15.50 7.41 CrossTimbers CRT 8.4 12 12.20 +0.85 5.97 2.77 Exterran EXTN ... dd 3.70 –0.11 ...
12.21 9.81 CITICCapAcqnA CCAC ... 99 10.01 ... ... 1.90 0.83 ChurchillVII Wt CVII.WT ... ... 1.12 –0.12 ... 23.24 16.62 CrossAmerPtrs CAPL 10.6 40 19.90 +0.84 .525 204.74 106.56 ExtraSpaceSt EXR 2.5 37 198.79 –3.37 1.25
3.55 0.50 CITICCapAcqnWt CCAC.WT ... ... 1.02 +0.06 ... 18.71 14.35 Cian CIAN ... ... 14.70 –0.13 ... 204.62 146.15 CrownCastle CCI 3.2 61 183.50 –0.24 1.47 66.38 37.97 ExxonMobil XOM 5.7 dd 61.25 +0.58 .88
65.79 53.19 CMS Energy CMS 2.9 20 60.13 –0.77 .435 62.56 43.63 Ciena CIEN ... 21 60.74 –0.03 ... 114.55 85.65 CrownHoldings CCK .7 25 111.59 +0.04 .20 10.00 9.83 EG Acqn EGGF.UT ... ... 9.94 +0.01 ...
F
49.08 34.27 CNA Fin CNA 3.5 9 43.28 –0.40 .38 272.81 190.88 Cigna CI 2.0 9 202.03 –8.48 1.00 10.50 9.74 CrownPropTech CPTK.UT ... ... 10.12 –0.02 ... 9.95 9.59 EG Acqn A EGGF ... ... 9.72 +0.01 ...
19.22 10.79 CNH Indl CNHI .8 15 16.94 –1.30 .131 27.85 13.20 Cinemark CNK ... dd 16.00 –1.98 ... 10.00 9.55 CrownPropA CPTK ... ... 9.88 ... ... 1.00 0.54 EG Acqn Wt EGGF.WT ... ... .68 –0.02 ...
27.89 21.06 CNO Financial CNO 2.2 7 23.38 –0.56 .13 20.00 11.58 CinerRscs CINR 7.3 20 18.70 +0.36 .34 1.19 0.49 CrownPropWt CPTK.WT ... ... .83 –0.02 ... 33.38 21.00 elfBeauty ELF ... 90 31.07 –1.37 ...
16.08 8.82 CNX Resources CNX ... dd 14.20 +0.26 ... 43.20 27.05 CircorIntl CIR ... dd 29.86 –3.23 ... 14.39 9.70 CrucibleAcqn CRU.UT ... ... 10.01 –0.10 ... 135.98 85.20 EMCOR EME .4 19 122.62 –6.81 .13 16.41 10.20 FastAcqn FST.UT ... ... 15.03 –1.14 ...
36.23 5.11 CONSOL Energy CEIX ... dd 23.13 +0.36 ... 80.29 55.00 Citigroup C 3.1 6 65.50 –0.84 .51 11.10 9.62 CrucibleAcqnA CRU ... ... 9.77 –0.06 ... 29.76 19.61 ENI E 4.2 25 26.29 –1.19 1.0194 14.10 9.66 FastAcqnA FST ... dd 11.51 –0.35 ...
53.99 39.08 CRH CRH 2.3 27 49.93 +0.82 .23 51.54 32.58 CitizensFin CFG 3.2 10 48.56 –1.05 .39 3.30 0.75 CrucibleAcqnWt CRU.WT ... ... .81 –0.05 ... 98.20 46.31 EOG Rscs EOG 3.4 17 87.42 +1.74 .75 9.92 1.02 FastAcqnWt FST.WT ... ... 6.31 +0.09 ...
69.41 36.62 CS Disco LAW ... dd 37.15 –6.89 ... 7.06 4.81 Citizens CIA ... cc 5.86 –0.41 ... 32.34 17.60 CryoLife CRY ... cc 18.31 –0.64 ... 725.40 314.08 EPAM Systems EPAM ... 84 609.00 –54.84 ... 10.00 9.60 FastAcqnII A FZT ... ... 9.81 +0.04 ...
58.11 38.65 CTO Realty CTO 7.3 3 54.94 –2.16 1.00 19.33 8.65 CityOfficeREIT CIO 3.6 17 16.68 –1.34 .15 56.64 31.44 CubeSmart CUBE 3.2 49 53.75 –1.07 .43 56.07 29.79 EPR Prop EPR 6.3 cc 47.78 –1.43 .25 10.25 9.81 FastAcqnII FZT.UT ... ... 10.00 +0.01 ...
39.49 28.72 CTS CTS .4 dd 35.57 –1.94 .04 25.28 13.09 Civeo CVEO ... dd 21.88 +0.93 ... 139.70 83.82 Cullen/Frost CFR 2.3 20 130.28 –1.61 .75 10.49 9.73 EQ Health EQHA.UT ... ... 10.02 –0.02 ... 1.67 0.71 FastAcqnII Wt FZT.WT ... ... 1.01 –0.04 ...
183.90 36.21 C3.ai AI ... dd 38.38 –1.53 ... 59.65 18.91 CivitasRsrcs CIVI 3.6 15 50.75 –1.05 .4625 17.88 10.11 Culp CULP 4.2 16 10.48 –0.92 .11 9.99 9.57 EQ Health A EQHA ... 8 9.75 +0.01 ... 49.62 31.91 FB Financial FBK 1.0 11 43.95 –2.16 .11
20.81 7.67 Curo CURO 2.5 9 17.60 –1.92 .11 34.79 20.31 Clarivate CLVT ... dd 23.15 –0.30 ... 277.09 216.41 Cummins CMI 2.6 14 219.68 –4.21 1.45 1.00 0.43 EQ Health Wt EQHA.WT ... ... .60 +0.03 ... 17.75 9.66 F45Training FXLV ... dd 9.78 –1.12 ...
22.24 10.72 CVR Energy CVI ... dd 15.76 –0.21 ... 18.00 16.14 ClarosMtg CMTG ... ... 17.06 –0.49 ... 136.97 103.55 CurtissWright CW .6 22 128.52 –3.82 .18 23.24 12.27 EQT EQT ... dd 20.99 +0.17 ... 50.40 28.25 Figs FIGS ... dd 32.78 +0.83 ...
87.20 8.55 CVR Partners UAN 11.8 cc 78.94 –3.30 2.93 11.15 9.81 ClassAccel CLAS.UT ... ... 10.01 ... ... 20.27 13.89 Cushman&Wkfd CWK ... 56 18.61 +0.52 ... 115.84 75.19 ESCO Tech ESE .4 96 83.76 –10.28 .08 123.66 87.27 FMC FMC 1.9 22 102.64 –1.41 .48
96.57 67.06 CVS Health CVS 2.2 16 91.52 –1.64 .50 9.97 9.46 ClassAccelA CLAS ... dd 9.75 –0.01 ... 11.36 4.31 CustomTruck CTOS ... dd 7.92 –0.54 ... 10.10 9.75 ESM Acqn ESM.UT ... ... 9.98 +0.02 ... 13.83 8.80 FNB FNB 4.0 11 12.02 –0.28 .12

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. NYSE CUMULATIVE DAILY BREADTH vs DJIA
15.28 7.71 FreyrBattery FREY ... dd 10.91 –1.80 ... 0.92 0.54 GSquaredIIWt GSQB.WT ... ... .80 –0.01 ... 51.91 25.54 HavertyFurn A HVT.A 3.0 6 31.00 +0.27 1.90
4.92 0.80 FreyrBatteryWt FREY.WT ... ... 3.69 –0.31 ... 11.32 9.71 G Squared I GSQD.UT ... ... 10.22 +0.08 ... 45.97 32.96 HawaiianElec HE 3.5 18 38.76 –0.79 .34
23.45 16.10 FS KKR Cap FSK 11.7 2 21.22 +0.11 .62 10.02 9.07 GSquaredI A GSQD ... dd 9.91 –0.02 ... 10.00 9.85 HawksAcqn HWKZ.UT ... ... 9.90 ... ... Ugly Losses: Losers outnumbered winners on the NYSE by nearly 3 to
154.83 102.90 FTI Consulting FCN ... 20 146.52 –5.62 ... 1.45 0.79 GSquaredI Wt GSQD.WT ... ... 1.28 –0.02 ... 28.65 15.61 Hayward HAYW ... cc 25.10 –2.14 ...
122.53 67.74 Fabrinet FN ... 26 110.70 –4.89 ... 105.92 48.38 GXO Logistics GXO ... 89 97.36 –3.68 ... 33.77 28.00 HealthcareRealty HR 3.8 cc 32.02 –0.59 .3025 1 for the week.
470.37 294.21 FactSet FDS .7 44 458.49 –2.71 .82 168.50 112.92 Gallagher AJG 1.2 35 163.14 –0.27 .48 34.75 25.31 HealthcareAmer HTA 3.8 69 34.24 –0.16 .325
553.97 342.89 FairIsaac FICO ... 26 345.62 –11.89 ... 483.00 12.14 GameStop GME ... dd 199.72 –29.08 ... 37.69 28.15 HealthpeakProp PEAK 3.5 30 33.90 –0.31 .30
14.32 4.60 FangHoldings SFUN ... dd 4.70 –0.58 ... 7.05 2.32 Gannett GCI ... dd 5.04 –0.11 ... 9.44 4.66 HeclaMining HL .3 cc 5.58 –0.45 .0112 BREADTH DJIA
12.31 9.96 FarPeakAcqn FPAC.UT ... ... 11.52 +0.05 ... 149.05 2.25 GaotuTechedu GOTU ... dd 2.82 –0.22 ... 151.60 115.57 Heico HEI .1 68 137.80 –7.66 .09
11.30 9.66 FarPeakAcqnA FPAC ... ... 10.44 –0.21 ... 37.63 16.90 Gap GPS 2.8 9 17.33 –6.74 .12 139.65 104.11 Heico A HEI.A .1 62 126.88 –9.07 .09
3.62 0.76 FarPeakAcqnWt FPAC.WT ... ... 3.04 +0.05 ... 369.00 149.74 Gartner IT ... 40 321.22 –13.33 ... 114.89 47.69 HeliosTech HLIO .4 38 102.65 –7.00 .09 609000 36600
73.87 33.44 Farfetch FTCH ... dd 36.00 –3.26 ... 5.94 2.46 GasLogPartners GLOP .8 4 4.84 –0.09 .01 6.76 3.04 HelixEnergy HLX ... dd 3.24 –0.02 ... BREADTH 600,663 s
14.85 7.91 FarmlandPtrs FPI 1.7 dd 11.85 –0.55 .05 18.94 12.34 GatesIndustrial GTES ... 19 16.36 +0.10 ... 36.26 22.64 Helm&Payne HP 4.3 dd 23.40 –1.28 .25
122.75 33.87 Fastly FSLY ... dd 40.53 –3.39 ... 24.00 6.35 GatosSilver GATO ... dd 13.27 –0.84 ... 59.00 37.99 Herbalife HLF ... 9 38.78 –1.66 ... 589800 35200
124.37 57.01 FedAgriMtg A AGM.A 2.9 12 122.21 +8.20 .88 22.00 6.90 GencoShipping GNK 4.1 26 14.54 +0.52 .15 203.14 55.51 HercHoldings HRI 1.1 30 184.02 –3.25 .50
137.01 67.53 FedAgriMtg C AGM 2.8 13 123.82 –2.70 .88 524.31 202.56 Generac GNRC ... 53 433.15 –1.10 ... 18.20 13.31 HerculesCapital HTGC 8.0 6 16.57 –0.14 .07 s
135.56 81.85 FederalRealty FRT 3.4 41 124.95 –3.99 1.07 210.21 144.50 GeneralDynamics GD 2.5 17 193.37 –2.94 1.19 12.20 5.47 HeritageInsurance HRTG 3.4 dd 7.03 +0.52 .06 DJIA
48.88 30.27 FederalSignal FSS .8 25 44.21 –1.21 .09 116.17 79.68 GeneralElec GE .3 22 97.84 –2.12 .08 13.05 7.44 HershaHospitality HT ... dd 9.76 –0.53 ... 570600 33800
36.26 26.37 FederatedHermes FHI 3.2 11 34.22 –0.43 .27 64.65 53.96 GeneralMills GIS 3.3 17 62.76 +0.72 .51 183.73 143.58 Hershey HSY 2.0 26 177.92 –1.41 .901
319.90 216.34 FedEx FDX 1.3 16 238.15 –4.54 .75 65.18 40.04 GeneralMotors GM ... 8 60.17 –1.63 ... 92.79 46.88 Hess HES 1.3 cc 76.04 –0.03 .25
164.21 112.70 Ferguson FERG 1.6 19 153.67 –7.81 1.665 73.72 26.81 Genesco GCO ... 8 63.13 –5.87 ... 30.35 18.00 HessMidstream HESM 8.3 15 24.63 +0.75 .5104
278.78 183.82 Ferrari RACE .4 46 262.71 –8.60 1.0386 13.48 5.73 GenesisEnergy GEL 5.4 dd 11.18 –0.85 .15 16.74 10.95 HewlettPackard HPE 3.3 19 14.43 +0.04 .12 551400 32400
22.00 13.50 Ferro FOE ... 28 21.33 –0.05 ... 8.75 4.74 GenieEnergy GNE .0 dd 4.97 +0.23 .085 64.99 42.91 Hexcel HXL ... dd 53.24 –6.04 ...
52.93 35.55 FidNatlFin FNF 3.5 5 50.84 –1.38 .44 25.18 9.06 GeniusSports GENI ... dd 9.76 –4.00 ... 11.50 9.86 HighlandTransI HTPA.UT ... ... 10.60 –0.10 ...
155.96 104.29 FidNatlInfo FIS 1.4 cc 108.01 –1.93 .39 12.53 1.85 GeniusSportsWt GENI.WT ... ... 3.04 –1.38 ... 10.97 9.61 HighlandTransI HTPA ... dd 9.93 –0.01 ... 532200 31000
1.80 0.85 FigureAcqnI Wt FACA.WT ... ... 1.15 –0.06 ... 52.75 38.28 Genpact G .9 26 49.00 –1.79 .1075 2.90 0.65 HighlandTranIWt HTPA.WT ... ... 2.04 –0.04 ...
11.95 9.61 FigureAcqnI FACA.UT ... ... 10.21 +0.05 ... 139.11 93.62 GenuineParts GPC 2.5 24 132.38 –2.86 .815 48.98 36.90 HighwoodsProp HIW 4.5 17 44.10 –1.41 .50
10.55 9.63 FigureAcqnI A FACA ... ... 9.87 –0.07 ... 4.76 2.56 GenworthFin GNW ... 2 3.94 –0.09 ... 3.38 1.67 HillIntl HIL ... dd 2.11 ... ...
11.67 4.19 FinanceofAm FOA ... dd 4.45 –0.75 ... 18.50 8.73 GeoPark GPRK 1.4 dd 12.13 –0.12 .041 156.22 93.34 Hill-Rom HRC .6 42 155.55 +0.01 .24 513000 29600
2.31 0.42 FinanceofAmWt FOA.WT ... ... .58 –0.11 ... 7.27 4.16 Gerdau GGB .5 3 4.55 +0.17 .2577 52.84 36.44 Hillenbrand HI 1.9 14 46.27 –2.71 .215 D J F M A M J J A S O N
10.15 9.76 FinTechEvol FTEV.UT ... ... 9.93 –0.03 ... 34.21 25.94 GettyRealty GTY 5.3 18 31.23 –0.40 .41 39.60 24.00 Hilltop HTH 1.4 7 34.84 –1.58 .12
10.25 9.60 FinTechEvolA FTEV ... ... 9.75 ... ... 9.96 9.80 GigCapital5 GIA ... ... 9.91 –0.01 ... 56.33 26.57 HiltonGrandVac HGV ... dd 49.22 –4.09 ... In generating this chart, we subtract each day's NYSE composite declines from that day's advances. The resultant total is
1.43 0.55 FinTechEvolWt FTEV.WT ... ... .74 +0.04 ... 10.68 10.13 GigCapital5 GIA.UT ... ... 10.43 –0.03 ... 154.40 98.57 Hilton HLT ... cc 136.21 –8.16 ...
10.61 2.04 FinVolution FINV 2.5 5 5.98 –0.22 .17 0.75 0.40 GigCapital5Wt GIA.WT ... ... .57 –0.01 ... 25.40 6.58 Hims&HersHealth HIMS ... dd 6.88 –0.43 ...
added to the next day's total, and so on. When all five days' numbers are added together, this produces the weekly figure we
78.46 47.75 FirstAmerFin FAF 2.7 7 75.88 –1.72 .51 43.63 24.81 Gildan GIL 1.5 16 41.52 –0.43 .154 15.05 3.26 Hippo HIPO ... dd 3.74 –0.14 ... plot. Dec. 31, 1985 =1000.
14.91 7.92 FirstBanCorp FBP 2.9 12 13.81 –0.50 .10 15.86 8.90 GinkgoBioworks DNA ... dd 12.06 –1.39 ... 4.82 0.50 HippoWt HIPO.WT ... ... .68 +0.02 ...
16.28 9.64 FirstCmwlthFin FCF 3.0 11 15.37 –0.44 .115 4.50 1.58 GinkgoBioworksWt DNA.WT ... ... 3.30 –0.11 ... 19.10 16.80 HireRight HRT ... dd 19.10 +1.75 ...
9.90 2.37 First HS Educ FHS ... ... 2.80 +0.32 ... 19.48 13.34 Glatfelter GLT 3.2 29 17.24 –0.11 .14 18.17 4.17 HoeghLNG Ptrs HMLP .9 3 4.44 –0.21 .01
19.45 12.17 FirstHorizon FHN 3.6 9 16.52 –0.26 .15 99.00 42.69 Glaukos GKOS ... dd 45.50 –2.61 ... 13.64 9.24 Holley HLLY ... dd 12.23 –0.92 ... 52-Week Tick Div 52-Week Tick Div
61.81 40.08 FirstIndRlty FR 1.8 32 60.08 –1.12 .27 43.61 33.53 GSK GSK 4.9 17 41.02 –0.57 .5234 4.00 0.71 HolleyWt HLLY.WT ... ... 3.60 –0.23 ... High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
10.56 9.90 FirstLightAcqn FLAG.UT ... ... 10.12 +0.02 ... 15.90 5.74 GlobalBlue GB ... dd 9.10 +0.11 ... 23.69 13.03 HollyEnergy HEP 7.9 8 17.65 +0.50 .35 75.20 60.35 InterContinentl IHG ... dd 62.76 –4.01 ... 11.24 5.90 KoreGroup KORE ... dd 7.39 –0.04 ...
10.28 9.73 FirstLightAcqnA FLAG ... ... 9.85 +0.01 ... 2.55 0.44 GlobalBlueWt GB.WT ... ... .87 –0.05 ... 42.39 23.24 HollyFrontier HFC .0 11 31.73 +0.54 .35 35.96 17.67 IntercorpFinSvcs IFS 3.0 6 25.43 +1.14 .77 3.00 0.65 KoreGroupWt KORE.WT ... ... 1.30 ... ...
0.75 0.51 FirstLightWt FLAG.WT ... ... .57 –0.02 ... 6.31 3.46 GlobalCordBlood CO ... 7 4.15 +0.09 ... 29.76 18.35 HomeBancShares HOMB 2.3 12 24.28 –0.84 .14 145.99 112.10 IBM IBM 5.7 22 115.81 –0.24 1.64 15.35 10.41 KT KT 4.0 8 12.76 –0.20 .4986
24.01 9.90 FirstMajestic AG .2 79 11.91 –0.97 .0049 45.97 30.43 GlobalIndl GIC 1.6 21 41.29 –2.32 .16 416.56 246.59 HomeDepot HD 1.6 27 402.70 –5.99 1.65 157.08 103.94 IntlFlavors IFF 2.2 cc 144.57 –5.46 .79 240.47 126.29 Kadant KAI .4 36 237.00 +2.23 .25
222.86 128.60 FirstRepBank FRC .4 29 211.23 –7.52 .22 17.40 12.40 GlobalMedREIT GMRE 5.0 cc 16.30 –0.17 .205 33.42 26.33 HondaMotor HMC 3.6 6 27.98 –1.00 .4854 32.95 11.87 IntlGameTech IGT 2.9 25 27.19 –0.38 .20 20.76 8.06 Kaleyra KLR ... dd 10.92 –1.38 ...
39.94 26.27 FirstEnergy FE 4.1 20 37.91 –0.62 .39 20.11 14.14 GlobalNetLease GNL 11.0 dd 14.49 –0.46 .40 44.74 36.59 HoraceMannEdu HMN 3.3 11 38.03 –0.29 .31 61.80 44.01 IntlPaper IP 3.9 10 47.53 –0.05 .5125 8.50 1.20 KaleyraWt KLR.WT ... ... 2.42 –0.61 ...
14.00 9.95 FirstMarkHorizon FMAC.UT ... ... 10.40 +0.03 ... 27.50 16.43 GlobalPtnrs GLP 9.7 25 23.42 –0.10 .575 13.19 9.96 HorizonAcqnII HZON.UT ... ... 10.19 –0.01 ... 22.39 14.33 IntlSeaways INSW 1.6 dd 15.01 –0.58 .06 59.80 33.93 Kaman KAMN 2.1 cc 38.29 +0.30 .20
14.44 9.70 FirstMarkHorizonA FMAC ... dd 9.88 –0.01 ... 220.81 120.23 GlobalPayments GPN .8 39 123.16 –2.77 .25 12.16 9.68 HorizonII A HZON ... 62 9.84 ... ... 10.71 9.65 InterPrivateII A IPVA ... ... 9.75 –0.03 ... 315.39 185.85 KSCitySouthern KSU .7 cc 294.93 –9.56 .54
4.50 1.05 FirstMarkHorizonWt FMAC.WT ... ... 1.45 –0.05 ... 26.51 9.00 GlobalShipLease GSL 4.2 8 23.63 +0.93 .25 3.27 0.82 HorizonII Wt HZON.WT ... ... 1.12 –0.05 ... 1.59 0.85 InterPrivateII Wt IPVA.WT ... ... .95 +0.05 ... 68.60 56.61 Kellogg K 3.6 17 63.64 +1.71 .58
31.96 9.61 Fisker FSR ... dd 19.79 –1.49 ... 354.62 173.34 Globant GLOB ... cc 256.84 –49.57 ... 11.78 6.62 HorizonGlobal HZN ... dd 6.76 –0.39 ... 10.30 9.75 InterPrivateIII IPVF.UT ... ... 10.30 +0.04 ... 83.98 56.76 Kemper KMPR 2.1 50 58.31 +0.29 .31
8.93 5.15 FivePoint FPH ... dd 5.99 –0.46 ... 108.22 86.21 GlobeLife GL .9 12 89.08 –3.37 .1975 50.86 40.48 HormelFoods HRL 2.4 27 42.81 +0.18 .26 10.00 9.65 InterPrivateII A IPVF ... ... 9.85 –0.08 ... 43.04 32.50 Kennametal KMT 2.1 28 37.31 –1.47 .20
336.00 139.81 FiverrIntl FVRR ... dd 147.55 –14.66 ... 84.23 58.87 GlobusMedical GMED ... 35 63.95 –3.68 ... 106.89 64.32 DR Horton DHI .9 9 98.75 –3.42 .225 1.97 0.74 InterPrivateIII Wt IPVF.WT ... ... 1.85 +0.25 ... 24.02 15.93 KennedyWilson KW 4.2 7 22.60 –0.68 .24
56.77 34.82 Flagstar FBC .5 4 47.97 +0.54 .06 93.75 65.70 GoDaddy GDDY ... 51 66.79 –4.52 ... 119.89 63.38 HoulihanLokey HLI 1.5 18 111.81 –4.30 .43 39.35 22.21 Interpublic IPG 3.2 19 33.79 –0.56 .27 47.18 24.73 KenonHoldings KEN ... 4 44.16 –0.60 ...
10.36 9.63 FlameAcqn FLME.UT ... ... 10.04 –0.07 ... 10.19 10.05 GoGreenInvts GOGN.UT ... ... 10.10 –0.01 ... 146.34 30.17 Hovnanian HOV ... 1 90.60 –0.99 ... 23 1.12 0.55 KensingtonV Wt KCGI.WT ... ... 1.08 +0.09 ...
52.91 12.81 IntrepidPotash IPI ... 43.45 +2.39 ...
10.02 9.57 FlameAcqnA FLME ... ... 9.76 –0.02 ... 12.53 7.75 GoldFields GFI 2.7 10 10.69 –0.15 .1106 113.20 72.38 HowardHughes HHC ... dd 87.93 –3.34 ...
10.94 3.25 Invacare IVC ... dd 3.31 –0.31 ... 10.97 9.95 KensingtonCapAcqnV KCGI.UT ... ... 10.76 +0.13 ...
1.58 0.46 FlameAcqnWt FLME.WT ... ... .70 –0.02 ... 10.68 9.56 GoldenFalconA GFX ... 47 9.81 –0.01 ... 36.03 22.91 HowmetAerospace HWM .3 44 28.75 –1.43 .02 ...
28.90 1.10 InvenTrust IVT ... cc 23.97 +0.03 ... 10.38 9.71 KensingtonCapV A KCGI ... 9.84 –0.06 ...
295.36 214.76 FleetCorTech FLT ... 22 215.15 –12.52 ... 11.40 9.90 GoldenFalconAcqnUn GFX.UT ... ... 10.20 +0.01 ... 23.36 12.79 HuanengPower HNP 6.0 dd 16.30 –0.59 1.1071 24.57 15.25 KeyCorp KEY 3.4 9 22.90 –0.47 .195
4.60 2.96 InvescoMtg IVR 11.7 9 3.08 –0.06 .09
23.87 7.50 FlexLNG FLNG 12.7 11 23.58 +1.64 .75 2.45 0.57 GoldenFalconWt GFX.WT ... ... .76 –0.03 ... 212.54 149.07 Hubbell HUBB 2.1 31 203.80 –6.30 1.05 200.76 118.04 KeysightTechs KEYS ... 43 191.37 –3.26 ...
11.57 9.95 Investindustrial IIAC.UT ... ... 10.52 –0.08 ...
145.89 77.96 Floor&Decor FND ... 49 132.39 +0.69 ... 20.65 17.00 GoldmanSachsBDC GSBD 9.5 6 18.91 +0.20 .45 866.00 347.78 HubSpot HUBS ... dd 803.47 –18.87 ...
11.00 9.65 InvestindustrialA IIAC ... dd 10.03 –0.04 ... 74.05 54.26 KilroyRealty KRC 3.1 12 66.24 –3.38 .52
2.74 0.76 FlotekIndustries FTK ... dd .77 –0.06 ... 426.16 230.36 GoldmanSachs GS 2.1 6 389.39 +2.00 2.00 9.60 5.22 HudbayMinerals HBM .2 dd 6.77 –0.15 .0079 dd
2.56 0.79 InvestindustrialWt IIAC.WT ... ... 1.77 –0.05 ... 15.82 7.07 KimbellRoyalty KRP 8.2 13.95 +0.40 .37
27.62 21.66 FlowersFoods FLO 3.2 25 26.46 –0.34 .21 47.12 30.35 Gorman-Rupp GRC 1.6 37 43.07 –2.27 .17 30.35 22.75 HudsonPacProp HPP 3.9 dd 25.33 –1.48 .25
61.59 16.95 Invitae NVTA ... dd 17.99 –0.90 ... 143.37 125.27 KimberlyClark KMB 3.4 23 135.27 +0.83 1.14
44.39 30.85 Flowserve FLS 2.6 25 31.34 –1.06 .20 80.48 64.34 Graco GGG 1.0 30 75.12 –2.19 .1875 475.44 370.22 Humana HUM .7 21 428.49 –6.38 .70
42.48 27.44 InvitatHomes INVH 1.7 cc 41.15 +0.24 .17 24.95 14.03 KimcoRealty KIM 2.9 12 23.24 –0.63 .17
25.08 14.41 Fluor FLR ... dd 22.06 –0.32 ... 10.00 9.82 GrafAcqnIV GFOR.UT ... ... 9.92 +0.01 ... 10.15 10.07 HuntCosAcqnI HTAQ.UT ... ... 10.13 –0.02 ...
35.90 7.07 IonQ IONQ ... dd 24.18 –3.83 ... 19.29 13.47 KinderMorgan KMI 6.6 21 16.26 +0.10 .27
89.59 67.74 FomentoEconMex FMX 1.9 56 72.25 –2.05 .5677 10.00 9.63 GrafAcqnIV GFOR ... ... 9.70 ... ... 224.13 156.36 HuntingIngalls HII 2.6 11 183.27 –1.51 1.18
5 ... 9 23.89 1.80 IonQWt IONQ.WT ... ... 12.70 –3.79 ... 5.80 3.03 KingswayFin KFS ... dd 5.41 –0.04 ...
66.71 36.94 FootLocker FL 2.5 48.70 –1.98 .30 1.99 0.75 GrafAcqnIVWt GFOR.WT ... 1.31 +0.14 ... 34.47 24.10 Huntsman HUN 2.3 32.57 +0.35 .1875
49.58 26.41 IronMountain IRM 5.3 21 46.69 +0.08 .6185 11.17 10.05 KingswoodAcqn KWAC.UT ... ... 10.47 –0.03 ...
20.79 8.43 FordMotor F 2.0 27 19.75 +0.36 .10 14.17 7.72 GrafTechIntl EAF .3 9 12.16 –0.32 .01 94.92 65.44 HyattHotels H ... dd 78.13 –6.49 ...
10.59 9.76 ForestRoad II FRXB.UT ... ... 9.89 –0.01 ... 17.44 11.71 Graham GHM 3.4 dd 12.90 –0.13 .11 24.98 6.43 Hyliion HYLN ... dd 6.69 –0.23 ... 47.50 8.82 IronNet IRNT ... dd 9.08 –1.44 ... 10.35 9.77 KingswoodA KWAC ... dd 10.12 +0.04 ...
10.16 9.60 ForestRoadII A FRXB ... ... 9.75 ... ... 685.00 445.00 GrahamHoldings GHC 1.0 6 594.05 –1.74 1.51 102.17 40.05 HysterYaleMatls HY 3.1 dd 41.08 –0.12 .3225 11.90 0.90 IronNetWt IRNT.WT ... ... 2.52 –0.67 ... 1.29 0.40 KingswoodWt KWAC.WT ... ... .59 ... ...
1.71 0.75 ForestRoadAcqnIIWt FRXB.WT ... ... .93 +0.04 ... 501.05 356.23 Grainger GWW 1.3 28 489.54 +6.92 1.62 13.19 7.80 ironSource IS ... cc 8.94 –0.65 ... 8.34 5.18 KinrossGold KGC 2.0 8 6.13 –0.54 .03
10.80 9.80 IsosAcqn ISOS.UT ... ... 10.63 –0.17 ... 70.60 47.58 Kirby KEX ... dd 54.08 –0.65 ...
26.55
48.88
18.41
23.60
Forestar
ForgeRock
FOR
FORG
...
... dd
9 19.96
27.49
–0.88
...
...
...
44.31
15.92
24.24
9.03
GraniteConstr
GranitePointMtg
GVA
GPMT
1.3
7.7
68
9
40.72
12.32
–1.84
+0.03
.13
.25 I 10.30 9.55 IsosAcqnA ISOS ... dd 10.01 –0.06 ... 46.98 31.72 KirklandLakeGold KL 1.8 12 40.82 –1.95 .1875
47.02 38.49 Fortis FTS 3.9 21 43.71 –0.81 .4248 81.67 55.47 GraniteREIT GRP.UT 3.0 5 78.67 –0.47 .1993 1.90 0.56 IsosAcqnWt ISOS.WT ... ... 1.59 –0.06 ... 23.14 14.30 KiteRealty KRG 3.5 cc 20.80 –1.06 .19
79.87 64.58 Fortive FTV .4 17 75.72 –3.41 .07 21.56 15.32 GraphicPkg GPK 1.4 26 20.80 +0.21 .075 66.85 48.51 IAA IAA ... 23 48.64 –1.99 ... 27.75 13.93 iStar STAR 2.1 24 23.76 –0.49 .125 60.60 39.17 Knight-Swift KNX .7 15 57.39 +0.39 .10
11.08 9.75 FortressCap FCAX.UT ... ... 9.97 ... ... 25.24 16.30 GrayTelevision GTN 1.5 9 21.08 –0.76 .08 22.14 12.78 ICICI Bank IBN .3 23 18.82 –1.65 .0547 6.11 2.91 ItauCorpBanca ITCB ... dd 3.25 +0.23 ... 20.34 14.48 KnotOffshore KNOP 12.3 ... 16.85 –0.13 .52
10.10 9.50 FortressCapA FCAX ... 86 9.81 +0.01 ... 23.75 14.89 GrayTelevision A GTN.A 1.6 8 19.75 –1.00 .08 9.59 4.47 ICL Group ICL 1.7 21 9.02 –0.45 .0837 5.57 3.55 ItauUnibanco ITUB 3.3 7 4.03 +0.10 .0029 22.88 16.91 Knowles KN ... 24 21.86 –0.19 ...
2.22 0.72 FortressCapWt FCAX.WT ... ... .90 ... ... 14.74 9.62 GreatAjax AJX 7.4 9 13.02 –0.53 .24 110.21 85.30 IDACORP IDA 2.8 22 106.95 –1.65 .75 12.73 10.03 IvanhoeCap IVAN.UT ... ... 11.19 –0.57 ... 64.80 31.25 Kohl's KSS 1.9 11 53.92 –3.09 .25
34.79 20.31 FortressTransport FTAI 5.7 dd 23.36 –1.62 .33 37.60 16.39 GreatWesternBncp GWB .6 9 33.46 –2.60 .05 67.30 11.76 IDT IDT ... 16 58.51 –3.92 ... 11.47 9.50 IvanhoeCapA IVAN ... dd 10.25 –0.33 ... 61.23 37.01 KoninklijkePhil PHG 2.4 25 37.14 –4.15 1.0331
11.76 9.80 FortressValueIII FVT.UT ... ... 9.99 –0.01 ... 61.85 37.91 GreenDot GDOT ... 65 38.50 –1.44 ... 18.48 14.04 IHS Holding IHS ... 44 14.42 –0.59 ... 4.00 0.86 IvanhoeCapWt IVAN.WT ... ... 3.01 –0.39 ... 69.16 35.48 KontoorBrands KTB 3.3 17 56.33 –3.79 .46
10.70 9.65 FortressVal III A FVT ... ... 9.83 +0.04 ... 50.21 33.18 Greenbrier GBX 2.7 42 40.32 –0.05 .27 132.35 83.26 IHS Markit INFO .6 82 127.32 –1.83 .20 39.44 26.24 Koppers KOP ... 8 31.52 –0.79 ...
9.02
2.76
10.15
0.73
9.65
FortressVal III Wt
FortressValueIV
FVT.WT
FVIV.UT
...
...
...
...
1.10
9.91
–0.07
–0.03
...
...
20.09
16.50
11.04
7.14
Greenhill
GreenTree
GHL
GHG
1.1
... 15
6 18.09
7.17
–0.42
–1.84
.05
...
15.65
4.83
8.65
2.99
ING Groep
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ING 4.3
...
...
dd
13.76
3.95
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–0.33
.5626
... J 12.98
84.68 39.43
KoreaElcPwr
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KEP
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4.8
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dd
19
9.08
74.89
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1.1139
.12
10.23 9.50 FortressValueIV A FVIV ... 63 9.83 ... ... 72.00 44.16 Greif A GEF 2.7 12 67.66 –1.17 .46 29.71 16.19 Invesco IVZ 2.9 9 23.13 –1.02 .17 4.24 1.51 KosmosEnergy KOS ... dd 3.58 +0.19 ...
1.75 0.78 FortressValueIV Wt FVIV.WT ... ... .99 +0.01 ... 71.30 45.18 Greif B GEF.B 4.1 8 66.53 –2.07 .69 10.14 9.64 IonAcqn3 IACC ... ... 9.85 +0.05 ... 10.54 9.92 JATT Acqn JATT.UT ... ... 10.10 ... ... 46.25 25.45 Kraton KRA ... 15 45.90 +0.14 ...
9.85 3.43 FortunaSilver FSM ... 11 3.52 –0.31 ... 29.19 19.22 Griffon GFF 1.3 18 26.97 +0.84 .09 11.59 9.71 ION Acqn 2 IACB.UT ... ... 9.95 –0.16 ... 10.05 9.70 JattAcqnA JATT ... ... 9.88 –0.02 ... 47.99 30.35 Kroger KR 1.9 29 43.14 +2.25 .21
114.01 79.46 FortBrandsHome FBHS 1.0 19 102.93 –4.42 .26 211.79 115.19 Group1Auto GPI .7 7 199.79 +8.95 .35 10.36 9.55 IonAcqn2 A IACB ... ... 9.71 –0.27 ... 0.94 0.50 JattAcqnWt JATT.WT ... ... .60 +0.01 ... 18.41 12.06 KronosWorldwide KRO 5.0 18 14.45 +0.53 .18
28.50 11.58 ForumEnergyTech FET ... dd 18.51 –0.83 ... 140.77 98.07 GpoAeroportuar PAC .0 27 116.98 –9.23 1.9241 1.92 0.85 IonAcqn2 Wt IACB.WT ... ... 1.46 –0.23 ... 34.98 28.14 JBG SMITH Prop JBGS 3.1 dd 28.73 –1.08 .225 15.06 4.00 KukeMusic KUKE ... dd 4.29 –0.11 ...
30.42 25.57 FourCornersProp FCPT 4.7 25 27.20 –1.04 .3175 212.37 148.67 GpoAeroportSur ASR ... 40 181.75 –15.44 ... 5.35 0.98 IONGeophysical IO ... dd 1.75 +0.11 ... 31.47 22.70 JELD-WEN JELD ... 15 25.15 –0.13 ... 40.00 16.32 Kyndryl KD ... ... 16.32 –1.99 ...
2.64 0.53 FourSeasonsEduc FEDU ... dd 1.40 –0.03 ... 7.03 5.07 GpoAvalAcc AVAL 5.0 7 5.16 –0.17 .0212 272.25 165.52 IQVIA IQV ... 67 262.06 –6.11 ... 24.50 3.41 J.Jill JILL ... dd 16.18 –1.55 ...
163.79
17.74
105.62
15.84
Franco-Nevada
FrankBSPRealty
FNV
FBRT
.9
...
38
7
137.65
15.99
–6.46
–0.57
.30
...
3.63
15.06
1.63
7.15
GpoSupervielle
GrupoTelevisa
SUPV
TV
...
.9 16
8 1.89
9.07
–0.01
–0.94
...
.0881
5.17
2.76
3.48
0.14
IRSA
IRSA Wt
IRS
IRS.WT
...
...
dd
...
4.05
.15
–0.17
–0.10
...
...
172.96
65.79
117.77
38.15
JPMorganChase
Jabil
JPM
JBL
2.5
.5
10
13
161.93
59.89
+1.01
–2.24
1.00
.08 L
50.92 21.24 FranklinCovey FC ... 47 45.15 –2.75 ... 31.12 15.65 Guess GES 4.0 9 22.55 +0.55 .225 105.54 72.54 ITT ITT .9 43 99.02 –5.03 .22 36.74 22.29 JacksonFinl JXN 6.1 1 32.87 –1.10 .50
38.27 21.89 FranklinRscs BEN 3.4 9 33.14 –1.54 .28 134.22 91.77 Guidewire GWRE ... dd 116.32 –6.61 ... 3.95 2.16 IamGold IAG ... ... 3.09 –0.07 ... 149.55 100.05 JacobsEngg J .6 43 145.73 –0.69 .21 11.65 0.80 LAIX LAIX ... dd .86 –0.01 ...
11.27 9.81 FreedomAcqnI FACT.UT ... ... 9.90 –0.05 ... 18.00 12.25 GuildHldgs GHLD .0 3 13.76 –1.19 1.00 10.20 9.80 IberePharm IBER.UT ... ... 10.03 –0.07 ... 41.85 27.23 JamesHardie JHX .8 39 38.54 –1.01 .40 11.30 9.96 L&F Acqn LNFA.UT ... ... 10.26 –0.10 ...
10.30 9.60 FreedomI A FACT ... 66 9.73 –0.07 ... 88.86 58.71 GulfportEnergy GPOR ... dd 79.50 +2.24 ... 9.95 9.60 IberePharmA IBER ... cc 9.74 ... ... 48.55 27.96 JanusHenderson JHG 3.4 12 44.73 –1.35 .38 10.70 9.58 L&F Acqn A LNFA ... cc 10.03 –0.01 ...
1.55 0.63 FreedomI Wt FACT.WT ... ... .73 –0.04 ... 1.00 0.50 IberePharmWt IBER.WT ... ... .56 –0.04 ... 15.94 10.20 JanusInternational JBI ... dd 12.81 –0.56 ... 2.00 0.51 L&F Acqn Wt LNFA.WT ... ... .78 +0.01 ...
10.20 10.97 9.90 JawsMustang JWSM.UT ... ... 10.12 –0.01 ... 163.33 122.99 LCI Inds LCII 2.3 16 156.17 –0.74 .90
H
46.10 23.02 FreeportMcM FCX .8 14 37.24 –1.04 .075 10.07 IconicSports ICNC.UT ... ... 10.14 –0.02 ...
43.33 30.03 FreseniusMed FMS ... 16 30.08 –1.22 ... 238.56 185.23 IDEX IEX .9 41 230.94 –3.48 .54 10.10 9.64 JawsMustangA JWSM ... dd 9.81 ... ... 12.31 6.86 LG Display LPL ... 6 8.56 –0.79 ...
36.57 22.92 FreshDelMonte FDP 1.9 14 26.49 –0.41 .15 30.00 4.25 iHuman IH ... dd 4.37 –0.68 ... 1.50 0.94 JawsMustangWt JWSM.WT ... ... 1.31 +0.11 ... 10.86 1.82 LSB Inds LXU ... dd 10.12 +0.36 ...
9.86 5.73 Frontline FRO ... 27 6.80 –0.45 ... 263.92 148.92 HCA Healthcare HCA .8 12 231.00 –8.06 .48 244.45 192.89 IllinoisToolWks ITW 2.1 27 234.75 –7.19 1.22 44.47 22.70 JefferiesFin JEF 2.6 6 39.08 –0.51 .25 44.73 31.60 LTC Properties LTC 7.1 21 32.27 –1.97 .19
62.29 14.64 fuboTV FUBO ... dd 21.04 –0.38 ... 139.80 50.42 HCI Group HCI 1.4 cc 115.94 –7.58 .40 25.05 13.60 Imax IMAX ... dd 17.17 –1.13 ... 5.39 1.05 JianpuTech JT ... ... 1.14 –0.05 ... 246.08 168.70 L3HarrisTech LHX 1.9 28 215.12 –4.88 1.02
22.80 7.95 FullTruck YMM ... dd 12.87 –1.15 ... 84.70 65.85 HDFC Bank HDB ... 27 66.88 –5.10 ... 7.97 2.52 IndependenceContr ICD ... dd 3.05 +0.03 ... 85.32 28.39 JinkoSolar JKS ... dd 53.13 –10.56 ... 46.74 31.92 La-Z-Boy LZB 1.9 12 34.81 –1.15 .165
80.13 49.80 FullerHB FUL .9 26 73.90 –2.58 .1675 11.51 9.75 HH&L Acqn HHLA.UT ... ... 10.00 +0.03 ... 57.43 36.99 Independence IHC .8 26 56.70 +0.20 .22 17.00 7.75 JobyAviation JOBY ... 31 8.39 –0.10 ... 309.60 195.88 LabCorp.ofAmerica LH ... 10 289.30 +5.98 ...
10.19 9.72 FusionAcqnII FSNB.UT ... ... 9.95 +0.01 ... 10.00 9.60 HH&L Acqn HHLA ... ... 9.77 +0.04 ... 25.86 12.76 IndepRealty IRT 1.9 86 24.69 –0.67 .12 5.89 1.30 JobyAviationWt JOBY.WT ... ... 2.14 –0.07 ... 12.65 9.08 LadderCapital LADR 6.9 87 11.53 –0.42 .20
9.85 9.60 FusionAcqnIIA FSNB ... ... 9.74 +0.01 ... 1.14 0.45 HH&L Acqn Wt HHLA.WT ... ... .54 +0.01 ... 10.25 10.08 IndlHumanCap AXH.UT ... ... 10.24 +0.01 ... 177.56 110.15 JohnBeanTech JBT .2 45 163.36 –10.25 .10 86.41 52.01 LambWeston LW 1.8 30 52.75 –3.62 .235
1.09 0.55 FusionAcqnIIWt FSNB.WT ... ... .73 +0.03 ... 11.20 9.86 HIG Acqn HIGA.UT ... ... 10.05 ... ... 48.47 38.30 IndustrsBachoco IBA 2.1 8 39.89 –0.91 .4249 179.92 143.06 J&J JNJ 2.7 24 159.20 –3.69 1.06 10.70 1.62 Lannett LCI ... dd 1.72 –0.10 ...
17.86 7.04 FutureFuel FF 3.1 37 7.83 –0.40 .06 15.46 9.60 H.I.G.AcqnA HIGA ... 50 9.80 –0.02 ... 10.30 10.05 InfiniteAcqnUn NFNT.UT ... ... 10.13 +0.05 ... 81.15 44.91 JohnsonControls JCI 1.4 34 77.42 –3.43 .27 99.26 11.55 LaredoPetrol LPI ... dd 57.72 –3.27 ...
2.04 0.59 H.I.G.AcqnWt HIGA.WT ... ... .81 +0.02 ... 10.07 10.04 InFinTAcqnUn IFIN.UT ... ... 10.06 +0.01 ... 273.19 131.91 JonesLang JLL ... 16 247.57 –12.59 ... 66.77 35.59 LasVegasSands LVS ... dd 37.87 –0.39 ...
11.96 53.00 37.14 Lazard LAZ 4.3 10 44.08 –2.18 .47
G
46.93 32.22 HNI HNI 3.0 24 40.76 –0.62 .31 34.54 27.51 Informatica INFA ... dd 32.99 –0.24 ... 69.89 JumiaTech JMIA ... dd 13.64 –0.45 ...
36.21 21.80 HP HPQ 2.9 11 34.58 +3.13 .25 24.28 14.84 Infosys INFY 1.1 33 22.20 –1.39 .2012 10.28 10.08 JuniperII JUN.UT ... ... 10.13 –0.01 ... 204.91 142.43 Lear LEA 1.0 19 171.24 –6.21 .77
11.38 9.60 HPX A HPX ... dd 9.89 +0.04 ... 62.06 40.64 IngersollRand IR .1 38 58.94 –2.51 .02 33.02 21.40 JuniperNetworks JNPR 2.5 69 31.45 –0.75 .20 10.25 9.69 LearnCW LCW.UT ... ... 10.20 +0.20 ...
29.94 13.87 GAMCO Investors GBL .6 8 25.36 –3.47 .04 2.10 0.53 HPX Wt HPX.WT ... ... .74 +0.04 ... 89.55 63.43 Ingevity NGVT ... 22 74.30 –4.53 ... 4.97 0.95 JupaiHoldings JP ... 44 1.04 +0.04 ... 59.16 39.90 Leggett&Platt LEG 4.1 14 41.11 –0.88 .42
107.13 79.02 GATX GATX 2.0 37 101.87 –0.08 .50 32.43 24.31 HSBC HSBC 3.9 10 27.77 –1.33 .35 101.30 73.82 Ingredion INGR 2.7 40 96.61 –0.28 .65 113.75 87.97 Leidos LDOS 1.6 17 91.16 –0.88 .36
K
10.00 9.66 G&P Acqn A GAPA ... 44 9.88 +0.01 ... 36.33 7.52 HUYA HUYA ... 11 7.95 –0.63 ... 288.02 146.81 InnovativeIndProp IIPR 2.3 63 266.46 –8.82 1.50 3.97 1.01 LejuHoldings LEJU ... ... 1.03 –0.02 ...
1.00 0.47 G&P Acqn Wt GAPA.WT ... ... .63 –0.01 ... 142.11 49.26 Haemonetic HAE ... 86 51.92 –4.25 ... 10.27 9.83 InsightAcqn INAQ.UT ... ... 9.98 –0.05 ... 188.30 47.85 Lemonade LMND ... dd 52.80 –0.02 ...
27.78 20.76 GCPAppliedTechs GCP ... 81 22.49 –0.95 ... 26.75 16.56 Halliburton HAL .8 49 21.65 –0.39 .045 10.00 9.71 InsightAcqnA INAQ ... ... 9.75 –0.03 ... 49.21 7.62 LendingClub LC ... dd 35.66 –3.28 ...
11.00 4.96 GEO Group GEO .0 8 8.38 –0.46 .25 26.00 14.79 HamiltonBeach HBB 2.5 8 16.05 –0.45 .10 0.66 0.50 InsightAcqnWt INAQ.WT ... ... .51 ... ... 20.85 13.55 KAR Auction KAR ... dd 15.50 +0.70 ... 114.39 70.97 Lennar A LEN .9 8 107.04 –4.39 .25
43.71 26.34 GFLEnvironmental GFL .1 dd 39.59 –0.69 .011 22.82 13.66 Hanesbrands HBI 3.6 dd 16.82 –0.25 .15 129.32 75.24 Insperity NSP 1.6 38 115.74 –1.76 2.00 53.67 36.26 KB Fin KB 4.0 5 45.53 –1.79 .6391 93.49 57.02 Lennar B LEN.B 1.1 7 87.26 –4.16 .25
97.17 64.01 GFL Env Un GFLU 3.3 ... 91.44 –1.24 .75 26.69 17.59 Hanger HNGR ... 16 17.89 –0.56 ... 286.29 159.18 InspireMedical INSP ... dd 228.73 –34.57 ... 52.48 31.76 KB Home KBH 1.4 8 42.19 –1.30 .15 356.36 266.77 LennoxIntl LII 1.2 24 317.46 –6.36 .92
61.08 26.77 GMS GMS ... 18 58.55 +0.12 ... 72.42 44.69 HannonArmstrong HASI 2.5 54 57.10 –5.58 .35 141.10 91.59 InstalledBldg IBP .9 34 133.17 –4.24 .30 47.43 27.58 KBR KBR 1.0 dd 45.52 –0.48 .11 10.79 9.83 LeoHoldingsII LHC.UT ... ... 9.90 –0.06 ...
10.79 9.51 GoAcqnA GOAC ... 36 9.86 +0.01 ... 143.20 111.09 HanoverIns THG 2.2 11 125.62 –0.40 .70 46.50 22.09 InsteelInds IIIN .3 13 44.62 –0.09 2.00 78.00 15.15 KE Holdings BEKE ... cc 20.98 –2.83 ... 10.54 9.50 LeoHldgsII A LHC ... cc 9.80 +0.01 ...
11.40 9.93 GOAcquisitionUn GOAC.UT ... ... 10.11 ... ... 52.06 31.20 HarleyDavidson HOG 1.6 11 37.40 +0.01 .15 29.59 18.52 Instructure INST ... dd 22.94 –2.93 ... 10.22 9.90 KKR Acqn I KAHC.UT ... ... 10.13 +0.01 ... 1.60 0.57 LeoHldgsII Wt LHC.WT ... ... .71 +0.03 ...
2.11 0.65 GoAcqnWt GOAC.WT ... ... .85 –0.01 ... 5.76 3.00 HarmonyGold HMY 2.0 8 3.86 –0.17 .0184 101.61 71.31 IntegerHoldings ITGR ... 31 83.29 –6.44 ... 10.03 9.65 KKRAcqnI A KAHC ... ... 9.81 –0.07 ... 30.84 18.32 LeviStrauss LEVI 1.0 25 27.20 –0.43 .08
11.43 5.20 GOL Linhas GOL ... dd 5.42 –0.55 ... 23.73 13.29 Harsco HSC ... 80 14.72 +0.33 ... 10.15 9.95 IntegratedRail IRRX.UT ... ... 10.06 –0.02 ... 1.53 0.90 KKRAcqnI Wt KAHC.WT ... ... 1.11 –0.01 ... 15.45 9.98 LexingtonRealty LXP 3.2 19 15.03 –0.20 .12
10.20 9.79 GSquaredII GSQB.UT ... ... 10.05 –0.07 ... 78.17 43.93 HartfordFinl HIG 2.2 12 69.25 –0.43 .385 54.58 30.52 IntelligentSys INS ... 43 41.35 –5.27 ... 83.90 37.49 KKR KKR .8 8 74.35 –3.96 .145 15.74 7.69 Li-Cycle LICY ... dd 12.42 –1.42 ...
9.95 9.64 GSquaredIIA GSQB ... ... 9.85 +0.04 ... 52.84 24.54 HavertyFurn HVT 3.2 6 31.23 –0.15 2.00 139.79 103.95 ICE ICE 1.0 24 129.68 –3.62 .33 23.42 17.10 KKR RealEstFin KREF 8.1 10 21.19 –0.27 .43 4.67 1.21 Li-CycleWt LICY.WT ... ... 3.56 –0.68 ...

17.78 8.97 LibertyOilfield LBRT ... dd 9.30 –0.03 ... 229.13 169.09 McKesson MCK .8 dd 221.61 +0.71 .47 80.52 39.13 NexPointResidentl NXRT 2.0 dd 76.18 –0.46 .38 16.70 8.55 PBF Logistics PBFX 10.2 5 11.76 –0.71 .30 115.52 74.58 PrudentialFin PRU 4.4 6 105.10 –1.43 1.15
139.95 71.96 LifeStorage LSI 2.6 47 131.90 –2.70 .86 5.19 1.47 Mechel MTL ... 2 2.94 –0.22 ... 18.59 9.85 Nextdoor KIND ... ... 11.64 –1.08 ... 12.91 8.24 PG&E PCG ... dd 12.24 –0.14 ... 43.60 30.13 Prudential PUK .9 dd 34.79 –4.10 .1074
23.37 15.81 LifeTime LTH ... dd 22.14 +1.71 ... 70.33 14.41 MediaAlpha MAX ... dd 16.07 –0.96 ... 88.83 68.33 NextEraEnergy NEE 1.8 72 86.09 –2.22 .385 126.76 86.26 PG&EUn PCGU 4.7 ... 116.30 –1.27 1.375 65.33 53.77 PublicServiceEnt PEG 3.2 dd 63.64 +0.57 .51
5.69 1.03 LightInTheBox LITB ... 11 1.48 –0.15 ... 22.82 19.32 MedicalProp MPW 5.2 22 21.61 –0.06 .28 56.22 46.18 NextEra6.219%Un NEE.PRQ 5.7 ... 54.63 –1.13 .7774 28.11 18.05 PGT Innovations PGTI ... 47 20.87 –0.97 ... 340.95 212.22 PublicStorage PSA 2.4 39 327.02 –4.72 2.00
17.36 5.84 Lightng eMotors ZEV ... dd 7.61 –0.54 ... 336.99 183.46 Medifast MED 2.7 16 210.97 –9.87 1.42 65.31 53.20 NextEraEnergyUn NEE.PRO 3.8 ... 63.64 –1.23 .609 4.37 1.68 PHX Minerals PHX 1.5 dd 2.62 +0.01 .01 63.91 39.92 PulteGroup PHM 1.1 8 51.59 –0.66 .14
5.00 1.02 LightningWt ZEV.WT ... ... 1.46 –0.08 ... 35.67 19.66 Mednax MD ... cc 24.61 –1.21 ... 57.35 46.26 NextEraEnergyUn NEE.PRP 4.8 ... 54.49 –0.97 .6599 89.50 64.81 PJT Partners PJT .3 17 78.92 –2.56 .05 31.88 16.79 PureStorage PSTG ... dd 29.87 +2.18 ...
130.02 50.69 Lightspeed LSPD ... dd 54.08 –4.07 ... 135.89 110.06 Medtronic MDT 2.3 39 111.05 –6.17 .63 88.80 60.80 NextEraEnergy NEP 3.0 31 85.73 –1.74 .685 35.49 23.71 PLDT PHI 3.6 15 33.24 –0.20 .844 9.17 0.44 Puxin NEW ... 6 .46 –0.06 ...
275.87 143.13 EliLilly LLY 1.3 40 260.37 –0.33 .85 14.87 9.56 MemberCollect MCG ... dd 12.60 –0.24 ... 5.84 2.78 NexTierOilfield NEX ... dd 3.65 +0.03 ... 11.70 9.97 PMV Consumer PMVC.UT ... ... 10.20 –0.02 ... 10.18 10.08 PyrophyteAcqn PHYT.UT ... ... 10.15 +0.01 ...
77.57 44.59 LincolnNational LNC 2.6 10 68.15 –1.40 .45 91.40 68.38 Merck MRK 3.3 28 79.16 –1.54 .65 28.42 15.68 NielsenHoldings NLSN 1.2 29 20.30 –0.66 .06 10.60 9.63 PMV Consumer PMVC ... 48 9.85 +0.01 ... 12.13 6.49 PzenaInvtMgmt PZN 1.2 10 10.20 –1.12 .03
340.16 240.80 Linde LIN 1.3 47 320.57 –11.62 1.06 67.88 44.24 MercuryGeneral MCY 4.9 8 52.18 +0.61 .635 179.10 125.44 Nike NKE .7 45 168.02 –6.86 .305 1.94 0.51 PMV Consumer Wt PMVC.WT ... ... .82 +0.02 ... 148.56 73.51 Q2Holdings QTWO ... dd 80.66 –8.37 ...
179.27 111.28 Lindsay LNN .9 39 150.72 –7.83 .33 59.04 18.00 Meredith MDP ... 10 59.00 +0.10 ... 4.04 1.42 NineEnergy NINE ... dd 1.45 –0.13 ... 217.60 137.77 PNC Fin PNC 2.5 15 200.10 +0.74 1.25 59.00 45.58 Qiagen QGEN ... 22 56.47 +1.01 ...
35.25 10.48 LionElectric LEV ... dd 11.12 –0.13 ... 29.00 19.77 MeridianLink MLNK ... dd 22.45 –0.55 ... 26.60 21.09 NiSource NI 3.5 22 24.99 –0.23 .22 50.11 46.93 PNM Resources PNM 2.6 22 49.62 +0.17 .3275 6.36 2.95 QuadGraphics QUAD ... dd 4.04 –0.08 ...
13.98 2.65 LionElectricWt LEV.WT ... ... 3.55 –0.20 ... 123.28 78.00 MeritageHomes MTH ... 7 115.36 –3.35 ... 109.28 101.47 NiSourceUn NIMC .0 ... 107.58 +0.41 1.9375 92.19 53.17 POSCO PKX 4.3 9 55.90 –2.29 .3018 301.99 223.19 QuakerHoughton KWR .7 28 237.26 –10.42 .415
21.42 9.01 LionsGate A LGF.A ... dd 14.84 –1.51 ... 33.56 20.50 Meritor MTOR ... 10 27.13 –0.71 ... 52.77 29.41 NoahHoldings NOAH ... dd 38.05 –7.17 ... 182.97 132.10 PPG Ind PPG 1.5 26 155.60 –5.24 .59 29.02 20.23 QuanexBldg NX 1.4 13 22.09 –1.01 .08
18.77 8.26 LionsGate B LGF.B ... dd 13.66 –1.23 ... 7.74 3.86 MesaRoyalty MTR 4.5 22 6.48 +0.72 .0039 29.06 20.34 Noble NE ... ... 22.64 –2.91 ... 30.72 26.15 PPL PPL 5.9 76 28.18 –0.22 .415 124.69 66.75 QuantaServices PWR .2 31 117.54 –3.52 .06
417.98 268.08 LithiaMotors LAD .5 8 285.97 –5.42 .35 39.61 20.22 MesabiTrust MSB 11.7 6 24.52 +0.04 1.42 9.79 3.75 Nokia NOK ... dd 5.55 –0.26 ... 60.50 39.94 ProgHoldings PRG ... 13 46.66 –0.86 ... 11.11 9.76 QuantumFin QFTA.UT ... ... 10.52 –0.05 ...
39.04 8.95 LithiumAmericas LAC ... dd 35.69 –1.80 ... 11.00 9.78 MetalsAcqn MTAL.UT ... ... 9.96 +0.02 ... 31.85 23.18 NomadFoods NOMD ... 18 24.29 +0.30 ... 51.83 23.08 PROS PRO ... dd 34.94 –3.10 ... 10.22 9.50 QuantumFin QFTA ... dd 9.90 –0.01 ...
127.75 64.92 LiveNationEnt LYV ... dd 103.53 –9.01 ... 10.00 9.65 MetalsAcqn MTAL ... ... 9.70 ... ... 10.00 5.56 NomadRoyalty NSR 2.2 33 7.19 –0.52 .0399 181.89 127.50 PSBusinessParks PSB 2.4 32 174.66 –4.35 1.05 0.90 0.24 QuantumFinWt QFTA.WT ... ... .62 +0.01 ...
10.00 9.55 LiveOakCrestA LOCC ... ... 9.66 –0.02 ... 1.04 0.64 MetalsAcqnWt MTAL.WT ... ... .76 +0.01 ... 6.72 4.17 NomuraHoldings NMR 6.8 dd 4.22 –0.03 .0865 17.14 6.64 P10 PX ... 34 13.27 –0.68 ... 132.73 19.12 QuantumScape QS ... dd 30.64 –4.02 ...
10.30 9.81 LiveOakCrestview LOCC.UT ... ... 10.21 +0.10 ... 50.20 34.83 MethodeElec MEI 1.2 13 45.99 –1.40 .14 4.05 1.79 NordicAmTankers NAT 3.2 dd 1.86 –0.07 .01 125.42 78.76 PVH PVH .1 27 110.11 –6.88 .0375 3.82 1.17 Qudian QD ... 1 1.46 –0.06 ...
2.00 0.62 LiveOakCrestWt LOCC.WT ... ... 1.75 +0.20 ... 67.68 44.62 MetLife MET 3.2 10 60.10 –1.05 .48 46.45 20.90 Nordstrom JWN ... dd 22.41 –10.33 ... 156.54 127.06 PackagingCpAm PKG 3.0 17 133.57 +0.48 1.00 160.56 113.36 QuestDiag DGX 1.6 9 154.95 +6.51 .62
10.53 9.83 LiveOakMobility LOKM.UT ... ... 9.99 –0.01 ... 104.92 31.26 MetropolitanBk MCB ... 16 97.00 –2.41 ... 296.06 226.09 NorfolkSouthern NSC 1.5 23 269.65 –4.07 1.09 58.36 32.01 PagerDuty PD ... dd 36.99 –2.01 ... 17.93 5.09 QuotientTech QUOT ... dd 7.32 +0.03 ...
9.87 9.56 LiveOakMobilityA LOKM ... ... 9.84 ... ... 1626.62 1033.40 MettlerToledo MTD ... 47 1496.65 –55.42 ... 17.79 8.96 NorthAmConstr NOA .9 15 14.65 –0.21 .0324 62.83 26.05 PagSeguroDig PAGS ... 38 26.85 –2.87 ...
dd
R
1.75 0.82 LiveOakMobilWt LOKM.WT ... ... 1.54 +0.18 ... 8.19 4.58 MicroFocus MFGP 4.0 dd 5.15 –0.18 .088 10.76 2.80 NoEuroOil NRT 5.3 28 8.84 +0.62 .14 45.00 17.06 PalantirTech PLTR ... 21.03 –0.38 ...
33.04 14.20 Livent LTHM ... dd 29.46 –0.71 ... 211.11 119.21 MidAmApt MAA 2.0 55 203.57 +2.23 1.025 10.29 9.51 NorthernGenIII NGC ... ... 9.83 –0.04 ... 21.10 12.17 PampaEnergia PAM ... 3 16.80 –0.95 ...
87.38 38.50 LiveRamp RAMP ... dd 48.18 –4.51 ... 47.57 33.33 MillerIndustries MLR 2.1 15 34.39 –1.44 .18 11.28 9.75 NorthernGenesisIII NGC.UT ... ... 10.05 +0.09 ... 20.18 11.33 ParPacific PARR ... dd 13.31 +0.11 ...
2.83 1.72 LloydsBanking LYG 2.8 7 2.43 –0.16 .037 88.62 58.89 MineralsTechs MTX .3 15 68.21 –4.13 .05 1.69 0.76 NorthernGenIII Wt NGC.WT ... ... 1.00 –0.24 ... 90.35 52.99 ParTechnology PAR ... dd 55.20 –7.52 ... 10.10 9.95 RCF Acqn RCFA.UT ... ... 10.09 –0.01 ...
39.85 5.12 loanDepot LDI 6.1 6 5.26 –1.37 .08 16.66 9.83 MirionTech MIR ... dd 11.05 –0.45 ... 12.11 10.00 NorthernStarII NSTB.UT ... ... 10.11 –0.08 ... 10.71 9.94 ParabellumAcqn PRBM.UT ... ... 10.17 –0.03 ... 32.04 23.18 RELX RELX 2.2 33 30.79 –0.96 .1966
12.87 8.00 LocalBounti LOCL ... ... 10.22 +0.77 ... 5.79 1.40 MirionTechWt MIR.WT ... ... 2.90 –0.15 ... 11.62 9.38 NorthernStrII A NSTB ... dd 9.86 –0.06 ... 10.05 9.75 ParabellumAcqn PRBM ... ... 9.81 –0.01 ... 43.85 26.35 RE/MAX RMAX 3.4 46 27.17 –3.50 .23
2.00 0.62 LocalBountiWt LOCL.WT ... ... 1.50 –0.05 ... 10.28 9.72 MissionAdv MACC.UT ... ... 9.92 –0.01 ... 3.35 1.05 NorthernStrII Wt NSTB.WT ... ... 1.35 –0.16 ... 0.65 0.42 ParabellumAcqnWt PRBM.WT ... ... .51 –0.03 ... 22.23 8.31 REV REVG 1.2 32 16.51 –0.37 .05
396.99 319.81 LockheedMartin LMT 3.3 16 342.72 +1.28 2.80 10.00 9.60 MissionAdvA MACC ... 38 9.74 +0.01 ... 10.19 9.65 NorthernStrIII A NSTC ... ... 9.79 ... ... 25.41 17.26 Paragon28 FNA ... ... 19.87 –1.26 ... 744.56 411.88 RH RH ... 35 599.34 –45.55 ...
59.39 41.74 Loews L .5 9 55.07 –0.56 .0625 0.98 0.50 MissionAdvWt MACC.WT ... ... .65 +0.03 ... 1.79 0.80 NorthernStrIII Wt NSTC.WT ... ... 1.00 +0.02 ... 11.65 8.22 ParamountGroup PGRE 3.3 dd 8.47 –0.56 .07 117.84 95.53 RLI RLI .9 19 108.71 –2.22 2.00
8.26 5.00 LomaNegra LOMA ... 11 5.99 –0.41 ... 24.49 15.90 MisterCarWash MCW ... dd 16.62 –0.33 ... 10.19 9.64 NorthernStrIV A NSTD ... ... 9.81 +0.04 ... 16.20 12.63 ParkAerospace PKE 3.1 40 13.01 –1.06 .10 17.51 12.09 RLJ Lodging RLJ .3 dd 12.75 –0.94 .01
10.58 9.76 LongviewII LGV.UT ... ... 10.18 –0.03 ... 12.57 5.05 MistrasGroup MG ... 61 8.15 –0.72 ... 2.00 0.74 NorthernStrIV Wt NSTD.WT ... ... 1.03 +0.08 ... 24.67 15.93 ParkHotels PK ... dd 18.00 –0.90 ... 35.00 3.70 RLX Tech RLX ... ... 5.51 +1.01 ...
10.25 9.71 LongviewII A LGV ... dd 9.93 –0.02 ... 6.30 4.24 MitsubishiUFJ MUFG 3.6 6 5.38 –0.18 .1115 10.46 9.70 NorthernStarIII NSTC.UT ... ... 9.90 +0.02 ... 334.98 247.41 ParkerHannifin PH 1.3 22 309.64 –20.11 1.03 7.43 3.05 RPC RES ... dd 4.16 +0.16 ...
1.95 0.90 LongviewII Wt LGV.WT ... ... 1.18 –0.22 ... 16.79 9.82 MiXTelematics MIXT 1.8 18 11.28 –0.43 .0647 10.20 9.70 NorthernStarIV NSTD.UT ... ... 9.91 –0.01 ... 45.01 30.86 Parsons PSN ... 65 34.27 –1.21 ... 99.30 76.43 RPM RPM 1.7 26 91.51 –3.13 .40
76.35 33.58 LouisianaPacific LPX 1.0 5 69.10 –0.91 .18 3.21 2.47 MizuhoFin MFG 4.3 5 2.47 –0.06 .0574 408.03 282.88 NorthropGrum NOC 1.8 12 353.98 +0.85 1.57 11.06 4.33 PartyCity PRTY ... dd 6.08 –0.15 ... 14.99 7.21 RPTRealty RPT 3.6 17 13.23 –0.43 .12
256.39 149.31 Lowe's LOW 1.3 22 247.69 –1.83 .80 10.07 7.95 MobileTeleSys MBT 8.1 8 7.97 –0.53 .2903 56.75 41.71 NorthwestNat NWN 4.4 16 44.25 –1.36 .4825 558.97 302.44 PaycomSoftware PAYC ... cc 437.84 –32.68 ... 9.40 1.28 RR Donnelley RRD ... 11 9.29 +0.04 ...
5.13 2.60 Luby's LUB .0 dd 2.89 ... 2.00 48.20 27.81 ModelN MODN ... dd 28.00 –2.03 ... 34.49 19.08 NorwegCruise NCLH ... dd 20.06 –3.03 ... 39.23 22.53 Paymentus PAY ... cc 28.26 –2.38 ... 5.91 2.01 RYBEducation RYB ... 10 2.18 –0.23 ...
18.30 5.92 LufaxHolding LU ... 6 6.05 –0.94 ... 18.54 10.45 ModineMfg MOD ... dd 11.16 –0.70 ... 21.90 4.20 NouveauMonde NMG ... dd 7.92 –1.06 ... 19.57 3.69 Paysafe PSFE ... dd 3.89 –0.01 ... 25.31 18.87 RadianGroup RDN 2.7 7 20.81 –0.64 .14
35.10 16.32 LumberLiqu LL ... 8 16.96 –0.27 ... 77.49 39.10 Moelis MC 3.8 11 63.13 –4.15 2.50 98.52 80.53 Novartis NVS ... 19 80.70 –0.96 ... 6.15 0.74 PaysafeWt PSFE.WT ... ... .76 –0.05 ... 66.44 5.54 Rafael RFL ... dd 5.90 –0.17 ...
16.60 9.66 LumenTech LUMN 7.6 dd 13.19 –0.15 .25 231.80 124.16 MohawkInds MHK ... 11 175.42 –1.92 ... 34 19.83 1.21 PeabodyEnergy BTU ... dd 10.50 +0.63 ... 142.06 85.14 RalphLauren RL 2.4 22 116.43 –5.38 .6875
115.95 66.51 NovoNordisk NVO 1.0 108.17 –5.70 .5503
4.48 2.93 LumentFinance LFT 9.4 13 3.85 +0.02 .09 316.04 196.08 MolinaHealthcare MOH ... 29 292.42 –5.58 ... 12.39 8.04 Pearson PSO 3.3 17 8.24 –0.32 .0861 26.48 6.19 RangeResources RRC ... dd 21.13 +0.52 ...
11.36 9.80 NovusCapII NXU.UT ... ... 10.44 +0.04 ...
23.91 14.70 Luxfer LXFR 2.5 18 19.81 –1.28 .125 68.75 45.29 MolsonCoorsA TAP.A 2.6 dd 52.50 –2.20 .34 26.45 17.56 PebblebrookHotel PEB .2 dd 21.61 –1.47 .01 12.35 3.12 RangerEnergySvcs RNGR ... dd 9.92 –0.32 ...
10.15 9.58 NovusCapII A NXU ... dd 9.97 –0.01 ...
118.02 84.06 LyondellBasell LYB 5.1 5 89.44 +0.04 1.13 61.48 42.46 MolsonCoorsB TAP 3.0 dd 45.60 –0.31 .34 10.15 9.94 PegasusDigital PGSS.UT ... ... 10.01 –0.07 ... 42.97 10.83 Ranpak PACK ... dd 38.95 –3.25 ...
1.79 0.75 NovusCapII Wt NXU.WT ... ... 1.23 –0.10 ...
12.90 4.07 MoneyLion ML ... 21 4.80 –0.25 ... 34.73 23.48 PembinaPipeline PBA 6.3 dd 30.46 –2.44 .1703 103.46 60.39 RaymondJames RJF 1.1 15 98.54 +0.40 .26
63.85 39.40 NuSkinEnts NUS 3.4 10 44.42 –2.37 .38
3.50 0.64 MoneyLionWt ML.WT ... ... .80 ... ... 3.47 0.90 PA Reit PEI ... dd 1.24 –0.03 ... 5.46
M 21.14 14.64 MonmouthRealEst MNR 3.5 46 20.76 –0.09 .18
128.81
20.73
47.94
13.21
Nucor
NuSTAREnergy
NUE
NS
1.4
10.8 dd
7 113.98
14.85
+1.13
–1.08
.405
.40
70.99
21.53
55.11
16.86
PennyMacFin
PennyMacMtg
PFSI
PMT
1.2
10.2 14
4 65.04
18.38
+1.01
+0.11
.20
.47
11.30
41.09 27.38
RayonierAdvMatls
Rayonier
RYAM
RYN
...
2.8 35
4 5.71
38.45
–0.22
–1.54
...
.27
80.42 26.17 MontroseEnvl MEG ... dd 71.92 –4.22 ... 92.32 65.02 RaytheonTech RTX 2.5 38 83.00 –2.43 .51
73.50 46.25 Nutrien NTR 2.7 17 67.68 –0.20 .46 114.34 55.03 PenskeAuto PAG 1.7 8 102.04 +6.17 .46
168.27 116.29 M&T Bank MTB 3.1 11 153.99 –3.38 1.20 407.94 261.38 Moody's MCO .6 34 384.09 –3.33 .62
15.23 7.30 NuvationBio NUVB ... dd 8.17 –0.88 ... 16.78 11.28 ReadyCapital RC 10.8 8 15.61 –0.13 .42
16.41 5.96 MBIA MBI ... dd 12.14 –1.12 ... 91.95 69.60 Moog A MOG.A 1.4 15 71.44 –4.44 .25 80.40 50.03 Pentair PNR 1.1 25 75.24 –4.10 .20 21.03 11.98 Realogy RLGY ... 6 15.71 –0.28 ...
5.12 1.54 NuvationBioWt NUVB.WT ... ... 1.94 –0.36 ... 320.00 163.49 Penumbra PEN ... cc 250.16 –11.86 ...
63.86 41.31 MDC Holdings MDC 4.0 6 49.71 –1.28 .50 91.82 69.94 Moog B MOG.B 1.3 16 78.29 –4.72 .25 72.24 55.20 RealtyIncome O 4.2 55 69.47 –1.44 .236
38.37 21.81 nVentElectric NVT 1.9 24 36.26 –0.78 .175 59.89 41.12 PerformanceFood PFGC ... cc 42.39 –1.51 ...
10.48 9.73 MDH Acqn MDH.UT ... ... 10.19 +0.01 ... 105.95 61.59 MorganStanley MS 2.9 13 97.93 +1.02 .70 14.12 9.81 RedBallAcqn RBAC.UT ... ... 10.67 +0.01 ...
9.93 9.60 MDH Acqn A MDH ... 87 9.90 +0.02 ... 43.24 21.01 Mosaic MOS .8 8 35.32 –0.93 .075 10.23 9.75 PeridotAcqnII PDOT.UT ... ... 9.91 –0.04 ...
O
12.40 9.69 RedBallAcqnA RBAC ... 18 10.06 –0.01 ...
1.01 0.45 MDH Acqn Wt MDH.WT ... ... .65 –0.01 ... 11.86 9.84 MotiveCapital MOTV.UT ... ... 10.37 –0.02 ... 10.60 9.61 PeridotAcqnIIA PDOT ... ... 9.75 –0.04 ... 3.29 0.68 RedBallAcqnWt RBAC.WT ... ... 1.72 –0.08 ...
35.02 24.29 MDU Rscs MDU 3.1 14 28.28 –0.19 .2175 10.87 9.61 MotiveCapA MOTV ... dd 9.95 +0.02 ... 1.65 0.74 PeridotII Wt PDOT.WT ... ... .96 +0.05 ... 16.98 8.78 Redwire RDW ... dd 9.44 –0.49 ...
4.90 3.61 MFA Financial MFA 9.1 7 4.41 ... .10 3.24 0.65 MotiveCapWt MOTV.WT ... ... 1.35 –0.07 ... 27.73 16.00 OFGBancorp OFG 1.9 10 24.81 –1.79 .12 15.14 11.00 PerimeterSolns PRM ... ... 12.25 –0.64 ... 7.88 0.95 RedwireWt RDW.WT ... ... 3.05 –0.16 ...
16.67 11.56 MGIC Investment MTG 2.2 8 14.52 –0.46 .08 261.85 163.16 MotorolaSol MSI 1.2 35 253.58 +0.47 .79 36.74 29.18 OGE Energy OGE 4.7 15 34.56 –0.55 .41 26.49 23.35 PeriphasCapA PCPC ... cc 24.33 +0.03 ... 14.17 8.38 RedwoodTrust RWT 5.1 6 13.45 –0.43 .21
43.19 29.92 MGMGrowthProp MGP 5.5 28 37.49 –0.99 .52 48.66 16.01 Movado MOV 2.2 14 45.42 +6.38 .25 19.46 10.90 O-I Glass OI ... 25 11.61 +0.32 ... 5.50 1.36 PeriphasCapWt PCPC.WT ... ... 1.86 +0.09 ... 174.12 114.05 RegalRexnord RRX .8 25 162.91 –8.67 .33
63.07 32.34 MuellerIndustries MLI .9 9 56.91 –3.31 .13 192.00 119.95 PerkinElmer PKI .2 18 183.09 –5.73 .07
51.17 27.59 MGM Resorts MGM .0 32 41.85 –2.43 .0025 82.20 62.52 ONE Gas OGS 3.5 17 66.03 –1.92 .58 67.60 26.31 RegionalMgmt RM 1.7 8 60.22 –1.22 .25
17.37 11.63 MuellerWater MWA 1.7 32 14.03 –0.58 .058 9.62 2.79 PermianBasin PBT 2.4 56 9.19 +0.34 .0225
74.85 42.22 MI Homes MHO ... 5 58.28 –1.85 ... 66.78 35.60 ONEOK OKE 6.0 20 62.47 +1.09 .935 24.89 15.07 RegionsFin RF 2.9 9 23.47 –0.22 .17
9.82 3.48 MultiPlan MPLN ... dd 4.35 +0.83 ... 2.39 0.68 PermianvilleRT PVL 5.0 cc 2.24 +0.03 .0335
35.21 12.05 MinisoGroup MNSO ... dd 13.02 –1.06 ... 81.98 15.37 ON24 ONTF ... dd 16.03 –0.44 ... 14.39 2.56 Regis RGS ... dd 2.89 –0.01 ...
0.70 2.34 0.78 MultiPlanWt MPLN.WT ... ... 1.27 +0.25 ... 8.00 2.52 PermRock PRT 8.1 15 6.80 +0.14 .0625
3.50 MOGU MOGU ... dd .75 –0.11 ... 66.31 29.87 OakStreetHealth OSH ... dd 30.77 –5.56 ... 134.93 95.08 ReinsGrp RGA 3.0 11 97.14 –8.59 .73
32.26 20.91 MPLX MPLX 9.3 11 30.42 +0.74 .575 31.00 9.83 MurphyOil MUR 1.9 dd 25.80 –0.53 .125 50.90 37.44 Perrigo PRGO 2.5 dd 37.78 –3.36 .24
12.51 9.79 OaktreeAcqnII OACB.UT ... ... 10.20 ... ... 181.21 114.26 RelianceSteel RS 1.7 9 158.20 –3.50 .6875
51.77 18.50 MP Materials MP ... 65 42.56 –0.14 ... 187.55 119.47 MurphyUSA MUSA .6 14 178.85 +1.35 .29 11.62 9.55 OaktreeAcqnII A OACB ... dd 9.89 –0.03 ...
34.10 19.54 PershingSquare PSTH ... 21 20.21 –0.07 ...
175.12 137.66 RenaissanceRe RNR .9 dd 156.14 –7.52 .36
11.50 9.80 MusicAcqn TMAC.UT ... ... 10.02 –0.04 ... 17.80 0.73 PershingSquWt PSTH.WT ... ... 1.87 –0.27 ...
12.21 5.76 MRC Global MRC ... dd 7.71 –0.33 ... 2.70 0.79 OaktreeAcqnIIWt OACB.WT ... ... 1.27 –0.08 ... 54.50 29.90 PetroChina PTR 7.0 8 42.83 –1.45 1.7891 26.30 24.48 RenaissancePfdG RNR.PRG 4.3 ... 24.52 –0.47 .2625
172.84 141.25 MSA Safety MSA 1.2 64 150.49 –5.27 .44 9.95 9.60 MusicAcqnA TMAC ... cc 9.78 +0.02 ... 35.75 14.77 OccidentalPetrol OXY .1 dd 29.70 +0.58 .01 35.77 5.05 ReneSola SOL ... 35 7.03 –0.75 ...
679.85 380.00 MSCI MSCI .7 75 621.04 –35.84 1.04 1.01 0.50 MusicAcqnWt TMAC.WT ... ... .64 –0.01 ... 12.38 7.06 PetroleoBrasil PBR 19.1 3 10.47 +0.73 .381
16.62 4.80 OccidentalPetrolWt OXY.WT ... ... 12.84 +0.85 ... 12.07 7.10 PetroleoBrasilA PBR.A 19.6 3 10.20 +0.91 .381 28.38 4.55 Renren RENN ... ... 26.44 –0.33 ...
96.23 77.47 MSC Industrial MSM 3.7 21 81.43 –2.43 .75 23.98 16.94 MyersIndustries MYE 2.6 25 20.47 –0.02 .135
18.20 6.00 OceaneeringIntl OII ... dd 11.06 –0.06 ... 54.94 33.36 Pfizer PFE 2.9 16 54.00 +3.20 .39 145.98 88.62 RepublicSvcs RSG 1.4 36 135.02 –1.43 .46
10.39 9.56 M3-Brigade II A MBAC ... dd 9.94 ... ... 30.90 16.69 MyovantSciences MYOV ... dd 19.08 –1.16 ...
38.19 22.34 OcwenFinancial OCN ... 25 32.34 +0.25 ... 106.51 75.42 PhilipMorris PM 5.6 15 88.68 –1.72 1.25 33.25 17.33 ResideoTech REZI ... 16 26.57 –0.69 ...
1.79 0.62 M3-BrigadeIIWt MBAC.WT ... ... 1.45 +0.04 ... 20.97 6.80 Offerpad OPAD ... dd 7.56 –0.52 ... 301.34 179.37 ResMed RMD .7 74 251.21 –9.10 .42
10.25
10.25
10.00
2.62
M3-BrigadeIII
MV Oil
MBSC.UT
MVO
...
11.8
...
12
10.01
8.35
–0.01
+0.08
...
.365
N 4.04
38.45
1.06
33.27
OfferpadWt
OilDriAmerica
OPAD.WT
ODC
...
3.2
...
22
1.25
34.23
–0.25
–0.46
...
.27
94.34
42.17
60.30
24.21
Phillips66
Phillips66Ptrs
PSX
PSXP
5.3
10.1
dd
16
69.25
34.79
–0.39
+0.01
.92
.875 17.65
71.12
5.43
56.22
ResoluteForest
RestaurantBrands
RFP
QSR
.0
3.7 24
2 11.67
57.99
–0.12
+0.78
1.00
.53
2.83 0.98 PhoenixNewMedia FENG .0 2 1.02 –0.18 1.3712
36.25 24.50 Mytheresa MYTE ... dd 26.97 +0.14 ... 44.00 20.05 NACCO Inds NC 2.6 6 30.50 –0.13 .1975 9.49 4.35 OilStatesIntl OIS ... dd 5.24 +0.24 ... 28.47 5.57 RetailValue RVI 19.0 dd 6.09 +0.06 22.04
81.59 42.00 Phreesia PHR ... dd 59.96 –7.92 ...
25.99 9.75 Macerich MAC 3.0 dd 19.68 –1.46 .15 16.00 10.69 N-able NABL ... dd 11.27 –0.64 ... 26.69 17.90 OldRepublic ORI 3.5 5 25.13 –0.34 .22 19.59 16.57 PhysiciansRealty DOC 5.1 52 18.16 –0.13 .23 19.00 9.41 Revlon REV ... dd 11.95 –1.01 ...
19.90 11.74 Mack-Cali CLI ... dd 17.53 –0.51 ... 50.00 27.54 NCR NCR ... dd 40.49 –0.30 ... 64.76 21.30 Olin OLN 1.4 10 58.70 –1.52 .20 42 89.60 21.77 Revolve RVLV ... 65 79.18 –6.83 ...
20.35 15.10 PiedmontOfficeA PDM 4.7 17.84 –0.91 .21
41.00 3.56 MacquarieInfr MIC .0 dd 3.62 –0.01 11.00 4.09 1.38 NGL Energy NGL ... dd 2.06 –0.14 ... 49.00 22.88 Olo OLO ... dd 25.18 –1.82 ... 16.07 9.83 PineIslandAcqn PIPP.UT ... ... 10.88 –0.32 ... 116.86 72.06 RexAmerRes REX ... 19 88.19 +0.63 ...
37.95 9.95 Macy's M 2.0 19 30.48 –4.23 .15 66.99 30.71 NIO NIO ... dd 39.99 +1.33 ... 39.31 27.74 OmegaHealthcare OHI 9.6 15 28.05 –1.14 .67 14.94 9.68 PineIslandA PIPP ... 94 10.37 –0.31 ... 72.20 45.90 RexfordIndlRealty REXR 1.4 cc 70.26 –0.93 .24
121.42 60.26 MSG Entertainment MSGE ... dd 67.01 –1.02 ... 8.50 4.42 NL Industries NL ... 8 6.21 –0.15 ... 12.01 9.91 Omnichannel OCA.UT ... ... 10.43 +0.02 ... 4.00 0.71 PineIslandWt PIPP.WT ... ... 1.43 –0.18 ... 16.36 9.78 RibbitLeapA LEAP ... 30 10.31 –0.05 ...
207.09 152.42 MSG Sports MSGS ... dd 172.63 –6.08 ... 18.02 11.84 NOV NOV 1.6 dd 12.49 +0.46 .05 11.06 9.60 OmnichannelA OCA ... dd 9.90 –0.05 ... 37.23 20.70 PingIdentity PING ... dd 23.56 –2.88 ... 6.00 1.13 RibbitLeapWt LEAP.WT ... ... 1.57 –0.27 ...
53.85 39.93 MagellanMid MMP 8.7 11 47.52 +1.30 1.0375 11.98 5.44 NOW DNOW ... dd 9.04 –0.26 ... 2.28 0.58 OmnichannelWt OCA.WT ... ... 1.09 +0.09 ... 88.54 62.78 PinnacleWest PNW 5.2 13 65.26 –1.70 .85 11.04 10.00 RiceAcqnII RONI.UT ... ... 11.04 +0.44 ...
104.28 60.64 MagnaIntl MGA 2.1 14 80.38 –5.37 .43 46.10 31.94 NRG Energy NRG 3.6 4 36.25 –0.04 .325 86.38 59.05 Omnicom OMC 4.1 11 67.75 +0.63 .70 89.90 40.93 Pinterest PINS ... 85 42.80 –1.96 ... 10.75 9.69 RiceAcqnII A RONI ... ... 10.40 +0.21 ...
26.98 12.75 Magnachip MX ... 12 18.30 –0.55 ... 5364.04 3875.20 NVR NVR ... 17 5291.10 +75.09 ... 55.87 28.10 OnHolding ONON ... cc 43.11 –1.83 ... 196.64 98.59 PioneerNatRscs PXD 1.4 33 181.73 +5.27 .62 1.87 1.22 RiceAcqnII Wt RONI.WT ... ... 1.62 +0.07 ...
22.09 6.07 MagnoliaOil MGY .9 11 18.82 –0.32 .08 10.26 10.10 NaborsEnerTransUn NETC.UT ... ... 10.15 +0.01 ... 35.54 17.31 OneLiberty OLP 5.4 20 33.58 –1.45 .45 193.60 90.62 PiperSandler PIPR 1.1 14 172.79 –17.60 3.00 10.15 10.05 RigelResource RRAC.UT ... ... 10.14 +0.05 ...
10.62 9.73 MagnumOpus OPA.UT ... ... 10.56 ... ... 133.61 51.88 NaborsIndustries NBR ... dd 84.02 +0.14 ... 24.95 2.31 OneConnectFinTech OCFT ... dd 2.46 –0.06 ... 15.50 5.18 PitneyBowes PBI 2.8 74 7.15 –0.32 .05 449.00 205.58 RingCentral RNG ... dd 224.54 –5.26 ...
10.17 9.56 MagnumOpusA OPA ... ... 9.94 +0.03 ... 37.88 4.70 NamTaiProperty NTP ... 18 19.07 –6.55 ... 63.19 38.95 OneMain OMF 5.6 5 50.06 +0.70 .70 10.84 9.69 PivotalInvIII PICC.UT ... ... 9.92 –0.01 ... 95.97 59.58 RioTinto RIO 11.0 5 62.33 +1.62 1.85
1.63 0.47 MagnumOpusWt OPA.WT ... ... 1.35 +0.04 ... 46.52 31.99 NatlBankHoldings NBHC 2.0 14 43.61 –1.60 .22 11.71 2.76 OnionGlobal OG ... ... 4.70 –0.29 ... 10.25 9.61 PivotalInvtIII A PICC ... 86 9.75 –0.02 ... 40.48 9.68 Riskified RSKD ... ... 9.90 –0.91 ...
47.13 30.82 MainStreetCap MAIN 5.7 10 45.32 –1.29 .215 62.00 39.80 NationalFuelGas NFG 3.0 15 60.18 +1.23 .455 94.96 43.73 OntoInnovation ONTO ... 39 90.50 +0.48 ... 1.32 0.80 PivotalInvtIII Wt PICC.WT ... ... .96 +0.01 ... 76.18 50.61 RitchieBros RBA 1.4 45 69.11 –3.61 .25
20.86 14.26 ManchesterUnited MANU 1.2 dd 15.49 –0.11 .09 68.49 55.89 NationalGrid NGG 5.1 22 66.73 +0.50 1.1573 24.89 13.32 Ooma OOMA ... dd 19.44 –0.55 ... 99.60 67.89 PlanetFitness PLNT ... cc 84.50 –5.54 ... 32.48 12.12 RiteAid RAD ... dd 12.38 –0.46 ...
28.33 11.11 Manitowoc MTW ... 43 19.91 –0.14 ... 78.56 51.78 NatlHealthInv NHI 6.8 17 52.77 –3.17 .90 55.75 29.40 Oppenheimer A OPY 1.2 4 51.30 –0.88 .15 50.89 22.69 Plantronics POLY ... 13 27.07 –1.43 ... 120.83 60.47 RobertHalf RHI 1.3 24 114.57 –3.17 .38
10.25 4.50 Manning&Napier MN 2.3 8 8.67 –0.24 .05 117.87 79.78 NatlPrestoInds NPK 1.2 16 82.87 –3.55 5.25 11.60 4.91 OppFi OPFI ... 6 5.20 –0.56 ... 11.32 4.70 PlayAGS AGS ... dd 7.11 –0.14 ... 141.60 60.50 Roblox RBLX ... dd 122.65 –12.07 ...
125.07 85.97 Manpower MAN 2.7 15 93.52 –5.75 1.26 50.33 37.44 NatlRetailProp NNN 4.7 31 45.55 –1.11 .53 3.24 0.75 OppFiWt OPFI.WT ... ... 1.10 –0.18 ... 30.78 12.95 PlymouthIndREIT PLYM 2.8 dd 29.85 +0.15 .21 43.00 14.94 RocketCos. RKT .0 8 15.69 +0.27 1.11
22.25 16.85 ManulifeFin MFC 4.6 7 19.04 –0.27 .0395 64.98 33.01 NatlStorage NSA 2.9 67 61.14 –0.75 .45 98.95 57.15 Oracle ORCL 1.4 20 92.33 –1.64 .32 147.73 92.58 Polaris PII 2.1 12 119.34 –0.36 .63 11.16 9.86 RocketInternet RKTA.UT ... ... 10.00 +0.03 ...
17.59 5.76 MarathonOil MRO 1.1 dd 15.70 +0.39 .06 23.73 9.57 Natura&Co NTCO ... 68 9.84 –0.95 ... 13.09 10.73 Orange ORAN 7.7 26 10.87 –0.03 .4838 10.91 9.70 Pontem PNTM.UT ... ... 10.14 +0.09 ... 10.70 9.60 RocketInternetA RKTA ... ... 9.75 –0.01 ...
68.78 38.30 MarathonPetrol MPC 3.8 35 61.35 +1.07 .58 12.97 8.00 NaturalGasSvcs NGS ... dd 11.36 +0.48 ... 6.22 4.72 OrchidIslandCap ORC 16.3 dd 4.80 –0.08 .065 10.05 9.43 PontemA PNTM ... 52 9.85 +0.08 ... 1.44 0.70 RocketInternetWt RKTA.WT ... ... .97 +0.07 ...
50.38 32.67 Marcus&Millichap MMI ... 17 44.99 –1.86 ... 18.75 9.88 NaturalGrocers NGVC 3.0 18 13.34 –0.53 .10 38.75 27.25 Organon OGN 3.6 5 31.13 –0.12 .28 1.55 0.65 PontemWt PNTM.WT ... ... .95 +0.08 ... 16.99 5.86 RockleyPhotonics RKLY ... dd 6.53 +0.19 ...
24.71 11.01 Marcus MCS ... dd 17.90 –1.86 ... 34.92 13.36 NaturalResPtrs NRP 5.4 15 33.43 +3.97 .45 22.45 15.02 OrionEngCarbons OEC .4 8 17.96 –0.35 .02 52.47 40.14 PortlandGenElec POR 3.5 19 49.55 –0.37 .43 4.19 0.95 RockleyPhotonicsWt RKLY.WT ... ... 1.88 –0.12 ...
19.28 11.00 MarineProducts MPX 4.0 15 12.13 +0.67 .12 23.11 8.00 Natuzzi NTZ ... dd 17.00 +0.07 ... 6.67 3.86 OrionGroup ORN ... dd 4.27 –0.53 ... 117.91 90.87 PostHoldings POST ... 42 102.15 +0.82 ... 353.43 237.14 Rockwell ROK 1.3 29 339.20 –8.97 1.12
70.89 30.05 MarineMax HZO ... 8 54.83 –0.42 ... 6.50 3.92 NatWest NWG ... 10 5.61 –0.30 ... 32.25 16.51 OrionOffice ONL ... ... 17.83 +0.19 ... 11.04 9.97 PostHldgsPtr PSPC.UT ... ... 10.20 +0.06 ... 53.90 43.18 RogersComm B RCI 3.5 18 45.86 –0.65 .3973
1343.56 942.44 Markel MKL ... 7 1245.34 +3.84 ... 31.38 6.93 Nautilus NLS ... 3 7.38 –0.04 ... 104.05 72.71 Orix IX 3.0 11 101.47 –0.64 1.7385 10.21 9.45 PostHldgsA PSPC ... ... 9.75 ... ... 273.00 146.02 Rogers ROG ... 51 270.35 +0.29 ...
15.10 5.90 Markforged MKFG ... dd 6.96 –0.29 ... 12.46 7.67 NavigatorHldgs NVGS ... 58 8.03 –0.34 ... 128.87 63.71 OrmatTech ORA .6 66 76.53 –3.86 .12 2.23 0.90 PostHldgsPartneringWt PSPC.WT ... ... 1.15 –0.10 ... 41.83 31.44 Rollins ROL 1.1 50 35.46 +0.04 .08
4.25 1.10 MarkforgedWt MKFG.WT ... ... 1.26 –0.09 ... 15.42 1.97 NaviosMaritime NM ... dd 4.55 –0.04 ... 37.00 9.41 OscarHealth OSCR ... ... 9.82 –0.48 ... 21.27 15.25 PostalRealty PSTL 5.1 cc 17.54 –0.16 .225 38.90 3.94 RomeoPower RMO ... 56 4.04 –0.47 ...
190.97 121.89 MarriottVacations VAC 1.4 dd 156.14 –11.52 .54 36.46 7.20 NaviosMaritime NMM .8 1 26.34 +0.56 .05 137.47 80.42 Oshkosh OSK 1.3 16 111.68 –0.73 .37 36.56 17.57 PowerSchool PWSC ... dd 20.90 –1.37 ... 505.00 365.23 RoperTech ROP .5 45 475.37 –23.06 .62
171.13 106.95 Marsh&McLen MMC 1.3 31 166.41 –2.91 .535 61.49 43.76 Neenah NP 3.8 dd 49.71 +1.59 .475 10.02 9.86 OsirisAcqn OSI.UT ... ... 10.00 +0.10 ... 50.42 15.60 PrecisionDrilling PDS ... dd 33.70 –1.40 ... 10.75 9.75 RossAcqnII ROSS.UT ... ... 10.24 +0.12 ...
435.62 258.18 MartinMarietta MLM .6 36 414.92 –2.51 .61 89.70 67.14 Nelnet NNI 1.1 7 87.70 –0.09 .24 9.90 9.56 OsirisAcqn OSI ... 53 9.75 +0.02 ... 14.56 7.04 PrefApartment APTS 5.0 dd 13.90 –0.23 .175 10.57 9.50 RossAcqnIIA ROSS ... ... 9.92 +0.06 ...
69.03 51.53 Masco MAS 1.4 37 67.08 –0.52 .235 16.14 7.88 NeoPhotonics NPTN ... dd 15.44 +0.09 ... 1.10 0.45 OsirisAcqnWt OSI.WT ... ... .53 –0.05 ... 63.83 34.26 PrestigeCnsHlth PBH ... 16 56.41 –1.85 ... 1.50 0.63 RossAcqnIIWt ROSS.WT ... ... 1.22 –0.14 ...
10.50 9.77 MasonIndlTech MIT.UT ... ... 10.00 +0.02 ... 13.49 5.86 NerdyA NRDY ... 18 6.49 +0.26 ... 15.12 9.77 OsiskoGoldRoyal OR 1.4 cc 12.50 –0.69 .0441 14.79 8.29 PretiumRscs PVG ... dd 13.76 –0.27 ... 108.09 79.82 RoyalBkCanada RY 3.4 12 101.52 –2.82 .8651
9.90 9.41 MasonIndlTechA MIT ... 37 9.76 +0.01 ... 4.60 1.06 NerdyWt NRDY.WT ... ... 1.25 +0.10 ... 92.84 61.28 OtisWorldwide OTIS 1.2 30 83.19 –3.07 .24 11.75 9.85 PrimaveraCap PV.UT ... ... 10.20 +0.07 ... 99.24 64.26 RoyalCaribbean RCL ... dd 67.98 –12.49 ...
1.00 0.58 MasonIndlTechWt MIT.WT ... ... .73 –0.02 ... 26.93 16.63 Netstreit NTST 3.7 cc 21.81 –1.26 .20 17.73 5.97 Ouster OUST ... dd 6.59 –0.02 ... 10.25 9.56 PrimaveraCapA PV ... ... 9.76 ... ... 50.75 33.82 RoyalDutchA RDS.A 3.0 36 42.07 –1.14 .48
132.22 92.08 MasoniteIntl DOOR ... 19 109.85 –1.64 ... 188.14 84.21 Nevro NVRO ... dd 86.40 –0.43 ... 4.57 0.61 OusterWt OUST.WT ... ... 1.49 –0.11 ... 1.54 0.57 PrimaveraCapWt PV.WT ... ... .83 +0.01 ... 50.44 32.44 RoyalDutchB RDS.B 3.9 36 42.00 –1.09 .48
122.33 55.64 MasTec MTZ ... 20 97.72 –3.26 ... 11.60 7.93 NewFrontierHlth NFH ... dd 10.97 –0.06 ... 28.99 16.99 OutfrontMedia OUT 1.5 dd 26.13 –1.06 .10 11.55 9.87 PrimeImpactI PIAI.UT ... ... 10.06 +0.03 ... 26.55 9.47 RushStreetInt RSI ... dd 18.00 –3.07 ...
401.50 312.38 Mastercard MA .5 40 324.17 –15.55 .44 3.00 1.50 NewFrontierWt NFH.WT ... ... 2.93 –0.02 ... 3.04 1.79 OverseasShip OSG ... dd 1.81 –0.06 ... 10.98 9.60 PrimeImpactI A PIAI ... 53 9.85 +0.01 ... 41.14 25.57 RyanSpecialty RYAN ... cc 40.09 +0.15 ...
47.23 10.16 MatadorRscs MTDR .5 17 38.80 –1.95 .05 44.41 32.40 NewJerseyRscs NJR 3.9 22 37.56 –0.66 .3625 40.65 12.68 Ovintiv OVV 1.6 dd 34.16 –0.35 .14 2.00 0.63 PrimeImpactIWt PIAI.WT ... ... .75 –0.03 ... 93.05 58.70 RyderSystem R 2.7 13 85.34 +1.15 .58
95.60 57.25 Materion MTRN .5 30 87.57 –4.92 .12 19.97 1.68 NewOrientalEduc EDU ... 21 2.23 +0.04 ... 49.16 23.57 Owens&Minor OMI .0 14 42.62 +0.72 .0025 179.51 128.84 Primerica PRI 1.3 13 146.97 –8.94 .47 30.05 10.63 RyersonHolding RYI 1.3 6 26.43 +0.08 .085
94.54 55.41 Matson MATX 1.4 6 83.75 –6.80 .30 129.70 51.52 NewRelic NEWR ... dd 110.27 –8.96 ... 109.90 71.50 OwensCorning OC 1.2 9 87.39 –1.82 .26 20.12 14.20 PrimoWater PRMW 1.4 dd 17.49 –1.08 .06 96.69 59.00 RymanHospitality RHP ... dd 80.75 –7.83 ...
12.80 10.11 MauiLand MLP ... cc 10.24 –0.07 ... 11.81 8.98 NewResidInvt NRZ 9.1 8 11.01 –0.08 .25 14.97 12.28 OwlRock ORCC 8.8 9 14.06 –0.01 .31 29.15 15.68 ProAssurance PRA .8 10 23.81 +0.17 .05
6.80 76.18
S
58.75 25.41 MaxarTech MAXR .1 dd 27.52 –2.41 .01 14.80 NewYorkCityReit NYC 5.5 dd 7.21 –0.01 .10 11.56 3.46 Owlet OWLT ... dd 4.54 +0.54 ... 108.75 ProcoreTech PCOR ... dd 79.66 –9.09 ...
96.05 67.65 Maximus MMS 1.5 16 77.22 –4.08 .28 14.33 9.43 NY CmntyBcp NYCB 5.5 10 12.40 +0.03 .17 2.10 0.40 OwletWt OWLT.WT ... ... .70 +0.09 ... 149.72 121.54 Procter&Gamble PG 2.4 27 147.47 +0.65 .8698
72.80 30.11 MaxLinear MXL ... dd 66.69 –3.99 ... 58.73 39.73 NYTimes A NYT .6 50 47.35 +0.63 .07 114.47 53.62 OxfordIndustries OXM 1.7 30 99.66 –6.77 .42 107.59 84.89 Progressive PGR .4 14 94.59 +4.29 .10
22.16 10.24 MayvilleEngg MEC ... 45 15.44 –0.07 ... 432.55 297.29 NewMarket NEU 2.5 15 340.26 –7.46 2.10 154.87 93.08 Prologis PLD 1.7 58 149.88 –0.34 .63 151.48 119.13 SAP SAP 2.2 23 130.68 –10.27 2.2599
PQ
98.80 77.85 McCormick MKC 1.6 30 85.54 +1.57 .34 75.31 53.03 Newmont NEM 3.9 22 55.94 –0.61 .55 13.99 5.76 ProPetro PUMP ... dd 8.24 +0.46 ... 476.17 303.50 S&P Global SPGI .7 39 454.53 –6.78 .77
100.46 77.05 McCormickVtg MKC.V 1.6 31 85.76 +1.17 .34 4.08 1.48 NewparkResources NR ... dd 2.99 +0.24 ... 83.02 62.72 ProsperityBcshs PB 2.9 13 72.81 –1.80 .52 11.59 9.66 SCVX SCVX ... 55 9.97 –0.01 ...
257.79 202.73 McDonalds MCD 2.2 26 250.01 –1.94 1.38 12.86 6.50 NexaResources NEXA 3.4 6 7.82 –0.57 .2643 286.57 49.87 ProtoLabs PRLB ... 45 50.74 –2.16 ... 2.75 0.63 SCVX Wt SCVX.WT ... ... .93 +0.09 ...
1.71 0.90 McEwenMining MUX ... dd 1.03 –0.07 ... 23.97 15.61 NexPointRealEst NREF 8.9 5 21.44 +0.12 .475 18.78 6.16 PBF Energy PBF ... dd 12.23 –0.54 ... 25.98 15.61 ProvidentFinSvcs PFS 4.0 11 24.24 –0.29 .24 10.44 9.90 SDCLEDGEAcqnUn SEDA.UT ... ... 9.97 +0.01 ...

6.28 1.96 SeacorMarine SMHI ... 22 4.31 –0.45 ... 5.96 2.73 SouthwesternEner SWN ... dd 4.96 +0.15 ... 13.84 1.30 Team TISI ... dd 1.38 –0.23 ... 15.38 4.29 US Silica SLCA ... dd 9.76 +0.27 ... 2.02 0.85 WarburgPinI-B Wt WPCB.WT ... ... 1.01 +0.01 ...
9.17 5.85 SFL SFL 8.6 dd 8.34 +0.07 .18 11.08 9.81 SpartanAcqnIII SPAQ.UT ... ... 10.36 –0.02 ... 10.70 5.82 TechnipFMC FTI ... 21 5.93 –0.30 ... 12.33 6.47 US Xpress USX ... 18 8.25 –0.59 ... 10.63 9.93 WarburgPincusI-A WPCA.UT ... ... 10.05 +0.05 ...
27.94 20.28 SINOPEC SHI 5.7 5 23.50 –0.42 1.5567 10.00 9.67 SpartanAcqnIII A SPAQ ... dd 9.93 –0.03 ... 29.92 15.66 TeckRscsB TECK .6 19 26.03 –0.07 .0399 14.38 5.41 UWM UWMC 5.7 13 7.03 +0.59 .10 11.00 9.68 WarburgPincusI-A WPCA ... cc 9.82 –0.03 ...
17.61 9.59 SITE Centers SITC 3.0 78 15.81 –0.78 .12 1.80 0.86 SpartanAcqnIII Wt SPAQ.WT ... ... 1.64 –0.06 ... 4.17 2.10 Teekay TK ... 75 3.27 –0.13 ... 4.87 0.69 UWM Wt UWMC.WT ... ... .87 ... ... 11.19 9.90 WarburgPincusI-B WPCB.UT ... ... 10.00 ... ...
73.69 58.01 SJW Group SJW 2.0 35 66.62 –3.88 .34 107.22 64.77 SpectrumBrands SPB 1.6 22 102.42 –2.66 .42 17.24 10.97 TeekayLNG un TGP 6.8 7 16.88 ... .2875 64.05 38.08 Uber UBER ... dd 40.52 –3.71 ... 10.02 9.63 WarburgPincusI-B A WPCB ... cc 9.80 +0.01 ...
33.59 23.51 SK Telecom SKM 3.7 10 29.66 –1.31 .3615 19.50 4.46 SpireGlobal SPIR ... dd 4.87 –0.23 ... 16.09 10.16 TeekayTankers TNK ... dd 11.66 –0.40 ... 401.81 236.11 Ubiquiti UI .8 31 294.28 –2.77 .60 60.30 46.50 WarbyParker WRBY ... dd 53.32 –2.07 ...
85.65 57.03 SLGreenRealty SLG 5.1 7 70.72 –2.48 .3033 2.89 0.74 SpireGlobalWt SPIR.WT ... ... 1.04 –0.01 ... 21.69 13.83 TejonRanch TRC ... cc 18.85 –1.00 ... 90.00 46.66 UiPath PATH ... dd 49.67 –2.90 ... 28.40 15.07 WarriorMetCoal HCC .9 dd 21.30 +0.23 .05
38.25 3.91 SM Energy SM .1 dd 28.67 –1.53 .01 77.95 59.29 Spire SR 4.5 13 61.49 –0.15 .685 308.00 100.51 TeladocHealth TDOC ... dd 109.61 –7.38 ... 4.74 2.18 UltraparPart UGP 4.3 16 2.46 +0.02 ... 10.20 9.71 WarriorTech WARR.UT ... ... 10.08 –0.04 ...
10.95 10.08 SoarTech FLYA.UT ... ... 10.27 –0.02 ... 53.63 32.93 SpiritAeroSys SPR .1 dd 39.90 –2.08 .01 9.34 4.39 TelecomArgentina TEO 25.0 dd 4.97 –0.10 .4025 27.28 16.22 UnderArmour A UAA ... 26 23.98 –2.98 ... 10.00 9.55 WarriorTechA WARR ... ... 9.82 –0.01 ...
10.23 9.95 SoarTechAcqnA FLYA ... ... 10.06 –0.02 ... 40.77 19.52 SpiritAirlines SAVE ... dd 20.60 –1.76 ... 465.40 350.01 TeledyneTech TDY ... 43 426.30 –17.92 ... 23.00 14.31 UnderArmour C UA ... 22 20.63 –2.00 ... 1.04 0.45 WarriorTechWt WARR.WT ... ... .65 +0.02 ...
0.80 0.64 SoarTechAcqnWt FLYA.WT ... ... .68 –0.02 ... 52.29 36.01 SpiritRealtyCap SRC 5.6 36 45.50 –1.32 .638 449.38 304.57 Teleflex TFX .4 33 305.15 –13.68 .34 30.94 14.95 Unifi UFI ... 12 20.93 –0.90 ... 27.05 20.74 WashingtonREIT WRE 2.7 cc 25.45 –0.27 .17
15.88 1.21 SOS SOS ... 4 1.28 –0.02 ... 14.72 10.02 SportsEntAcqn SEAH.UT ... ... 12.72 –0.76 ... 9.43 7.46 TelefonicaBras VIV 5.3 17 9.03 –0.26 .0636 258.86 181.20 Unifirst UNF .6 24 192.00 –4.65 .30 138.82 97.02 WasteConnections WCN .7 60 134.21 –3.32 .23
68.24 51.00 SPX SPXC ... 32 60.46 –3.39 ... 12.48 9.59 SportsEntA SEAH ... dd 10.72 –0.78 ... 5.17 3.89 Telefonica TEF 6.3 2 4.40 –0.05 .1657 61.81 51.27 Unilever UL 3.5 21 52.49 +1.03 .4975 166.35 109.11 WasteMgt WM 1.4 40 163.47 +0.08 .575
88.55 52.12 SPX FLOW FLOW .4 46 85.28 +3.53 .09 4.75 0.91 SportsEntWt SEAH.WT ... ... 3.50 –0.35 ... 27.59 20.44 TelekmIndonesia TLK 4.6 18 27.56 +0.64 .2153 247.76 193.14 UnionPacific UNP 1.8 26 239.79 –1.52 1.07 11.77 1.31 Waterdrop WDH ... dd 1.37 –0.38 ...
35.17 11.15 SQZ Biotech SQZ ... dd 12.28 –1.29 ... 387.44 201.68 Spotify SPOT ... dd 250.89 –8.66 ... 26.51 17.58 Telephone&Data TDS 3.7 19 18.85 +0.04 .175 28.60 14.38 Unisys UIS ... dd 18.73 –0.40 ... 428.22 225.82 Waters WAT ... 30 338.43 –11.28 ...
44.89 29.34 STAG Indl STAG 3.4 34 42.79 +0.02 .1208 29.43 14.60 SpragueRscs SRLP 11.6 dd 14.90 –0.88 .4338 50.51 24.26 TempurSealy TPX .9 15 42.23 –1.75 .09 12.62 6.88 UnitedMicro UMC 1.9 15 11.13 –0.55 .2854 309.16 216.25 Watsco WSO 2.6 31 300.24 –2.20 1.95
37.13 30.02 StoreCapital STOR 4.7 36 33.11 –0.56 .385 26.50 14.30 Sprinklr CXM ... dd 15.18 –1.49 ... 25.54 14.88 Tenaris TS .0 14 20.50 –0.86 .26 52.99 14.55 UnitedNatFoods UNFI ... 20 48.96 –1.05 ... 212.00 113.44 WattsWater WTS .5 42 192.97 –9.26 .26
45.52 27.80 SabineRoyalty SBR 7.1 15 42.81 +0.53 .3752 47.89 28.03 Sprott SII 2.2 39 45.11 +0.23 .25 32.25 6.82 TencentMusic TME ... 21 7.16 –0.46 ... 220.24 154.76 UPS B UPS 2.0 28 205.30 –3.17 1.02 0.95 0.60 WaverleyCap1 Wt WAVC.WT ... ... .80 +0.02 ...
5.44 1.08 SafeBulkers SB ... 4 3.53 +0.09 ... 289.23 191.36 Square SQ ... cc 212.08 –13.06 ... 83.69 31.18 TenetHealthcare THC ... 8 75.67 –1.78 ... 414.99 217.39 UnitedRentals URI ... 22 362.23 –13.03 ... 10.00 9.63 WaverleyCap1 A WAVC ... ... 9.71 +0.03 ...
8.98 5.92 SafeguardSci SFE ... 5 7.41 –0.59 ... 64.71 32.60 Squarespace SQSP ... dd 36.00 –0.85 ... 87.40 66.49 Tennant TNC 1.2 26 80.68 –1.82 .25 63.01 42.47 US Bancorp USB 3.2 12 57.50 –0.09 .46 369.00 222.28 Wayfair W ... cc 276.42 +1.61 ...
95.29 64.01 Safehold SAFE 1.0 56 70.69 –0.44 .17 57.55 32.13 St.Joe JOE .6 47 49.73 –1.36 .08 22.75 9.24 Tenneco TEN ... 4 11.61 –0.25 ... 30.57 14.13 US Steel X .8 2 24.27 –0.25 .05 22.40 18.44 WeaveComms WEAV ... dd 20.49 +0.89 ...
64.19 39.00 SailPointTechs SAIL ... dd 51.89 –5.02 ... 55.29 39.09 StandardMotor SMP 2.0 14 51.27 –1.38 .25 59.58 21.07 Teradata TDC ... 42 44.39 –1.11 ... 466.00 320.35 UnitedHealth UNH 1.3 27 439.91 –0.09 1.45 20.44 13.83 Weber WEBR 1.1 ... 14.07 –0.32 .04
311.75 201.51 Salesforce.com CRM ... cc 284.21 –16.96 ... 121.45 73.52 StandexInt SXI 1.0 31 108.83 –5.00 .26 55.60 30.73 Terex TEX 1.1 18 44.90 –1.38 .12 210.00 76.00 UnitySoftware U ... dd 179.89 –9.86 ... 63.81 37.80 WebsterFin WBS 2.9 14 55.72 –1.30 .40
25.66 11.42 SallyBeauty SBH ... 10 20.21 –0.27 ... 225.00 167.66 StanleyBlackDck SWK 1.7 16 182.73 –7.52 .79 55.00 38.47 Terminix TMX ... 44 39.47 +0.07 ... 29.77 17.78 Univar UNVR ... 17 26.99 –1.10 ... 2.75 0.72 Weidai WEI ... ... .82 –0.02 ...
7.80 2.53 SanJuanBasin SJT 7.3 15 7.42 –0.06 .1498 131.98 103.81 StanleyB&D Un SWT 4.9 ... 107.88 –1.41 1.3125 78.44 53.98 TerrenoRealty TRNO 1.8 78 75.74 –1.98 .34 60.95 44.74 Universal UVV 6.6 12 47.63 –0.46 .78 66.95 45.75 WeisMarkets WMK 2.0 16 62.58 –0.30 .32
10.28 9.78 SandbridgeX2 SBII.UT ... ... 9.95 –0.05 ... 58.50 29.87 Stantec STN 1.0 38 55.00 –2.10 .131 4.49 0.72 TetraTech TTI ... dd 2.79 –0.07 ... 75.61 55.01 UniversalHealth UHT 5.0 34 56.19 –2.02 .70 25.19 9.30 Welbilt WBT ... 44 23.61 –0.01 ...
10.04 9.60 SandbridgeX2 A SBII ... ... 9.75 +0.03 ... 12.03 9.07 StarGroup SGU 5.5 6 10.31 –0.48 .1425 13.30 8.24 TevaPharm TEVA ... 13 8.49 –0.39 ... 165.00 121.23 UniversalHealthB UHS .6 10 124.36 +0.38 .20 52.57 27.28 WellsFargo WFC 1.7 11 48.43 –0.39 .20
1.30 0.61 SandbridgeX2Wt SBII.WT ... ... .71 –0.05 ... 13.90 3.75 Starrett A SCX ... 5 9.98 –0.40 ... 1773.95 585.00 TexasPacLand TPL .9 41 1242.99 –2.92 2.75 16.57 12.62 UnivInsurance UVE 4.2 9 15.38 +0.08 .13 89.80 59.38 Welltower WELL 3.0 cc 81.92 –2.27 .61
14.99 2.66 SandRidgeEnergy SD ... 6 11.91 +0.19 ... 9.80 4.23 Startek SRT ... dd 4.31 –0.29 ... 41.24 17.37 Textainer TGH 3.0 7 33.68 –1.49 .25 9.13 5.34 UnvlTechInst UTI ... 60 8.14 –0.36 ... 140.92 65.08 WescoIntl WCC ... 26 131.39 –4.82 ...
9.31 5.45 SandstormGold SAND ... 41 6.32 –0.35 ... 27.01 17.81 StarwoodProp STWD 7.5 16 25.67 –0.24 .48 78.13 44.36 Textron TXT .1 21 72.73 –2.61 .02 31.98 20.78 UnumGroup UNM 4.9 6 24.45 –0.82 .30 92.46 54.43 WestFraserTimber WFG 1.0 3 83.74 –2.92 .2029
42.55 20.36 SantanderCons SC 2.1 4 41.97 +0.05 .22 100.69 68.80 StateStreet STT 2.4 14 93.35 –1.40 .57 666.65 433.52 ThermoFisherSci TMO .2 30 638.74 +2.69 .26 12.12 1.61 UpHealth UPH ... dd 2.70 –0.12 ... 475.35 253.86 WestPharmSvcs WST .2 54 438.88 –9.57 .18
30.25 20.20 SaratogaInvt SAR 7.7 7 29.00 ... .52 38.30 8.49 SteelPartners SPLP ... 9 36.50 +1.51 ... 22.61 14.09 Thermon THR ... 87 17.62 –0.80 ... 2.47 0.20 UpHealthWt UPH.WT ... ... .55 ... ... 124.88 51.13 WestAllianceBcp WAL 1.2 14 112.15 –2.26 .35
19.82 7.43 Sasol SSL ... dd 15.54 –0.15 ... 16.85 11.65 Steelcase SCS 4.9 cc 11.85 –0.35 .145 123.60 78.04 ThomsonReuters TRI 1.3 9 120.06 –3.29 .405 20.33 12.43 UrbanEdgeProp UE 3.4 26 17.55 –0.85 .15 4.19 2.10 WesternAssetMort WMC 10.6 dd 2.27 –0.01 .06
54.46 29.65 SaulCenters BFS 4.3 35 51.18 –1.46 .55 21.99 14.02 Stellantis STLA .0 dd 17.75 –1.90 .3813 152.20 91.58 ThorIndustries THO 1.6 9 109.19 –1.10 .43 18.85 11.12 UrstadtBiddle UBP 4.9 25 16.78 –0.93 .207 23.79 12.80 WesternMidstrm WES 6.2 9 20.75 –0.38 .323
36.87 20.78 Schlumberger SLB 1.7 25 29.70 –0.35 .125 51.49 9.90 Stem STEM ... dd 21.09 –1.18 ... 56.50 8.22 3D Systems DDD ... 9 22.66 –1.64 ... 21.66 13.46 UrstadtProp A UBA 4.8 29 19.26 –0.79 .23 26.61 16.17 WesternUnion WU 5.7 8 16.40 –0.25 .235
27.15 20.20 SchneiderNatl SNDR 1.1 13 25.40 –0.36 .07 139.30 109.08 Stepan SCL 1.1 18 118.29 –2.61 .335 208.95 163.38 3M MMM 3.4 17 175.52 –3.71 1.48 107.85 74.20 UsanaHealth USNA ... 15 99.46 –2.74 ... 106.47 74.42 WestlakeChem WLK 1.2 9 99.17 +1.45 .2975
84.49 48.51 SchwabC SCHW .9 30 79.15 –1.02 .18 237.35 170.36 Steris STE .8 81 227.31 –6.23 .43 15.92 8.22 Tidewater TDW ... dd 10.80 –0.50 ... 15.98 9.85 UserTesting USER ... dd 9.89 –3.51 ... 27.57 20.50 WestlakeChemPtrs WLKP 7.8 13 24.23 +0.03 .4714
50.79 30.25 SchweitzerMaud SWM 5.6 20 31.35 –0.98 .44 27.57 15.96 SterlingBancorp STL 1.1 14 25.68 –0.57 .07 2.62 0.41 TidewaterWtA TDW.WTA ... ... 1.06 –0.03 ... 30.09 15.05 UtzBrands UTZ 1.3 80 15.37 –0.56 .05 20.82 14.67 WestpacBanking WBK 5.9 14 14.90 –0.95 .4509
103.95 77.65 ScienceApplicat SAIC 1.7 18 87.09 +0.24 .37 29.18 16.61 Stevanato STVN ... 48 22.39 –0.63 ... 2.00 0.28 TidewaterWtB TDW.WTB ... ... .78 –0.04 ... 62.03 40.04 WestRock WRK 2.2 15 46.34 –0.43 .25
24.67 10.58 ScorpioTankers STNG 2.8 dd 14.41 –0.73 .10 11.36 9.71 TigaAcqnA TINV ... dd 10.15 +0.04 ... 27.01 11.36 Westwood WHG 3.6 14 16.75 +0.17 .15
254.34
14.02
139.20
3.30
ScottsMiracleGro
ScullyRoyalty
SMG
SRL
1.6
...
18
...
161.43
10.01
–4.45
–0.57
.66
...
80.14
78.60
41.84
46.20
StewartInfo
StifelFinancial
STC
SF
1.7
.8 12
7 76.27
72.95
–1.66
–1.04
.33
.15 12.88 9.80 TigaAcquisitionUn TINV.UT ... ... 10.42 –0.18 ... V 14.97 8.02 WeWork WE ... dd 8.98 +0.27 ...
52.15 33.30 STMicroelec STM .4 24 47.55 –4.12 .06 2.80 0.55 TigaAcqnWt TINV.WT ... ... .86 –0.03 ... 4.21 0.97 WeWorkWt WE.WT ... ... 2.29 +0.05 ...
28.90 13.87 SculptorCapMgmt SCU 18.1 4 19.18 +0.08 .28 5.37 1.30 StoneMor STON ... dd 2.49 –0.14 ... 17.80 7.85 Tilly's TLYS .0 12 16.10 –0.43 1.00 90.79 65.34 VF VFC 2.7 24 73.98 –2.01 .50 41.68 28.25 Weyerhaeuser WY 1.8 12 38.42 +0.38 .17
372.70 173.91 Sea SE ... dd 296.82 –13.17 ... 38.20 18.56 Stoneridge SRI ... 45 21.57 –0.86 ... 92.39 64.66 Timken TKR 1.7 15 69.58 –1.84 .30 15.57 5.51 ViaOptronics VIAO ... dd 8.05 –1.42 ... 49.10 34.85 WheatonPrecMet WPM 1.4 31 41.98 –2.21 .15
22.86 14.92 SeabridgeGold SA ... dd 19.14 –0.87 ... 38.40 20.39 Stride LRN ... 29 36.36 –0.74 ... 17.73 4.53 TimkenSteel TMST ... 8 15.23 +0.08 ... 33.35 24.51 VICI Prop VICI 5.2 15 27.81 –0.65 .36 15.00 4.50 WheelsUp UP ... dd 4.93 +0.11 ...
66.68 41.78 SealedAir SEE 1.3 21 63.15 –1.35 .20 281.16 220.90 Stryker SYK 1.0 49 243.48 –20.21 .63 11.82 4.04 TItanIntl TWI ... cc 7.51 –0.20 ... 28.80 17.25 Vizio VZIO ... cc 20.25 –0.08 ... 3.14 0.73 WheelsUpWt UP.WT ... ... 1.00 –0.08 ...
70.48 27.06 SeaWorldEnt SEAS ... 36 61.58 –4.87 ... 27.00 5.56 StudioCity MSC ... dd 6.59 –0.47 ... 69.93 40.02 Toast TOST ... dd 43.10 –1.97 ... 5.38 2.06 VOC Energy VOC 11.3 11 4.50 –0.05 .20 257.68 171.33 Whirlpool WHR 2.5 7 226.00 –3.29 1.40
7.58 3.90 SelectEnergySvcs WTTR ... dd 5.80 +0.46 ... 92.49 59.75 SturmRuger RGR 4.7 8 71.25 –2.76 .79 68.88 41.22 Toll Bros TOL 1.1 12 64.47 –1.52 .17 10.67 9.85 VPCImpactIII VPCC.UT ... ... 10.22 –0.39 ... 1267.52 942.08 WhiteMtnIns WTM .1 21 1038.00 –16.90 1.00
43.60 23.91 SelectMedical SEM 1.7 9 28.94 –1.69 .125 8 57.26 28.31 TootsieRoll TR 1.1 36 32.02 –0.14 .09 10.10 9.66 VPC Impact III A VPCC ... ... 9.93 –0.08 ... 10.43 7.48 WhitestoneREIT WSR 4.5 39 9.46 –0.09 .0358
16.45 14.06 SuburbanPropane SPH 8.8 14.75 –0.25 .325
33.00 7.72 SelectQuote SLQT ... 18 9.28 –0.03 ...
7.95 5.76 SumitomoMits SMFG 4.4 7 6.63 –0.09 .1752 284.01 161.35 TopBuild BLD ... 29 275.24 +0.02 ... 2.12 0.67 VPC Impact III Wt VPCC.WT ... ... 1.38 –0.22 ... 71.61 19.75 WhitingPetrol WLL ... 19 65.63 –0.64 ...
144.93 114.66 Sempra SRE 3.6 33 121.68 –1.08 1.10 dd 118.13 88.35 Toro TTC 1.0 27 103.60 –0.98 .2625 33.36 12.81 VTEX VTEX ... dd 14.85 –0.90 ... 23.93 8.00 WideOpenWest WOW ... 3 18.80 –0.47 ...
11.32 8.06 SummitHotelProp INN ... 8.93 –0.49 ...
32.48 10.62 Semrush SEMR ... ... 20.40 –0.32 ...
41.46 18.78 SummitMaterials SUM ... 32 39.27 +0.07 ... 75.73 53.35 TorontoDomBk TD 3.4 11 73.95 +1.32 .6256 4.31 1.44 VaalcoEnergy EGY ... 4 3.27 –0.03 ... 66.04 34.20 Wiley A JW.A 2.6 20 52.44 –1.57 .345
18.55 11.45 SendasDistrib ASAI .8 34 11.96 –0.59 .0432 33.19 13.26 Torrid CURV ... ... 17.00 –1.90 ... 376.24 261.41 VailResorts MTN 1.0 cc 336.29 –6.14 .88 65.63 34.43 Wiley B JW.B 2.5 21 55.21 +1.19 .345
46.64 12.40 SummitMidstream SMLP ... 1 31.39 +1.29 ...
64.80 48.29 SensataTechs ST ... 25 57.59 –2.31 ... 10.15 9.66 TortoiseEcoIII A TRTL ... ... 9.71 –0.01 ... 39.14 20.25 Valaris VAL ... dd 31.20 –2.80 ... 29.89 19.85 Williams WMB 5.8 34 28.24 +0.82 .41
209.98 137.43 SunComms SUI 1.7 60 197.00 +0.90 .83
106.32 69.96 SensientTech SXT 1.6 36 99.92 –2.69 .41 1.33 0.94 TortoiseEcoIII Wt TRTL.WT ... ... 1.13 –0.06 ... 10.71 9.92 WilliamsRowland WRAC.UT ... ... 10.25 +0.07 ...
78.53 39.94 SentinelOne S ... dd 57.63 –12.67 ... 57.93 42.50 SunLifeFinancial SLF 3.2 11 53.86 –1.99 .524 4.10 1.50 ValarisWt VAL.WT ... ... 2.84 –0.46 ...
8.15 4.13 SunCokeEnergy SXC 3.9 20 6.18 +0.03 .06 52.57 40.33 TotalEnergies TTE ... 11 46.64 –0.56 ... 23.18 11.16 Vale VALE 9.2 4 12.37 +0.92 .4376 10.04 9.80 WilliamsRowland WRAC ... ... 9.96 +0.02 ...
9.57 4.05 SequansComms SQNS ... ... 5.30 –0.31 ... 15.33 5.99 TownsquareMedia TSQ ... 12 12.68 –0.73 ... 12.19 6.12 ValensSemicon VLN ... dd 9.24 –0.13 ... 0.79 0.45 WilliamsRowlandWt WRAC.WT ... ... .55 –0.03 ...
26.97 15.68 SuncorEnergy SU 5.5 19 24.77 –0.26 .3405
24.04 13.70 SeritageGrowth SRG ... dd 14.89 –0.12 ...
36.88 3.66 SunlandsTech STG ... dd 4.48 ... ... 188.18 134.45 ToyotaMotor TM 2.2 9 179.83 –6.13 1.7622 1.49 0.36 ValensSemiconWt VLN.WT ... ... .71 –0.10 ... 223.32 98.75 Williams-Sonoma WSM 1.4 15 205.72 –9.93 .71
70.03 45.63 ServiceCorp SCI 1.4 15 67.88 +0.16 .23 32.59 13.00 Traeger COOK ... dd 13.31 –1.31 ... 87.53 51.43 Winnebago WGO 1.0 9 74.26 +2.07 .18
707.60 448.27 ServiceNow NOW ... cc 649.55 –26.42 ... 16.66 4.12 SunlightFinl SUNL ... dd 4.29 –0.81 ... 84.95 51.90 ValeroEnergy VLO 5.8 dd 68.01 –1.06 .98
207.06 137.08 TraneTech TT 1.2 35 194.25 –1.74 .59 34.60 14.73 Valhi VHI 1.2 8 26.71 –0.12 .08 9.96 5.05 Wipro WIT .1 28 8.38 –0.61 .0122
87.19 37.55 ServisFirst SFBS 1.0 21 80.73 –1.52 .20 4.21 0.54 SunlightFinWt SUNL.WT ... ... .73 –0.27 ...
11.80 6.80 Transalta TAC 1.5 dd 10.32 –0.59 .0358 265.09 160.79 ValmontInds VMI .8 26 243.78 –12.06 .50 142.33 75.06 Wolfspeed WOLF ... dd 124.00 –5.22 ...
138.38 68.23 ShakeShack SHAK ... dd 75.89 –6.04 ... 57.70 24.63 SunnovaEnergy NOVA ... dd 36.55 –4.53 ...
42.92 18.61 TrancntlRlty TCI ... 20 39.21 +1.22 ... 37.41 22.51 Valvoline VVV 1.4 15 35.16 –0.92 .125 44.74 28.45 WolverineWwide WWW 1.3 dd 31.76 –1.59 .10
12.81 4.36 Shapeways SHPW ... dd 4.85 –0.65 ... 42.57 27.58 Sunoco SUN 8.2 8 40.37 +0.41 .8255
688.03 517.37 TransDigm TDG ... 54 561.29 –70.55 ... 38.46 16.64 Vapotherm VAPO ... dd 21.00 –0.34 ... 34.40 23.61 WooriFin WF 3.4 4 32.02 –1.05 .3675
1.63 0.48 ShapewaysWt SHPW.WT ... ... .85 +0.12 ... 13.91 10.14 SunstoneHotelInv SHO ... dd 11.13 –0.72 ...
5.13 1.71 Transocean RIG ... dd 3.02 +0.04 ... 17.26 11.12 VectorGroup VGR 5.0 12 15.88 –0.52 .20 173.24 72.46 Workiva WK ... dd 137.22 –5.14 ...
9.72 3.78 SuperiorIndsIntl SUP ... dd 4.82 –0.16 ...
30.41 17.06 ShawComm B SJR 3.1 19 28.75 –0.46 .0801 6.09 4.16 TransportadGas TGS ... 8 4.33 –0.51 ... 60.32 42.72 Vectrus VEC ... 10 44.50 –3.41 ... 37.68 24.47 WorldFuelSvcs INT 1.9 30 25.50 +0.14 .12
16.50 9.81 ShellMidstream SHLX 10.3 9 11.66 –0.13 .30 10.23 9.71 SupernovaPtrsIII STRE.UT ... ... 9.89 –0.10 ... 45
125.35 83.12 TransUnion TRU .3 111.23 –6.17 .095 343.96 235.74 VeevaSystems VEEV ... cc 289.58 –15.56 ... 10.12 9.76 WorldQuantumA WQGA ... ... 9.84 +0.02 ...
340.45 218.06 SherwinWilliams SHW .7 44 323.30 –8.95 .55 10.00 9.58 Supernova III A STRE ... dd 9.84 +0.04 ... 68.26 41.07 Travel+Leisure TNL 2.8 21 50.18 –4.94 .35
1.50 0.75 Supernova III Wt STRE.WT ... ... 1.06 +0.05 ... 13.18 7.37 Velo3D VLD ... dd 11.31 –0.80 ... 10.14 9.93 WorldQuantumGwthUn WQGA.UT ... ... 10.12 +0.02 ...
104.11 52.60 Shift4Paymts FOUR ... dd 54.11 –4.17 ... 163.29 129.57 Travelers TRV 2.3 11 153.66 +1.13 .88 0.87 0.49 WorldQuantumWt WQGA.WT ... ... .62 –0.02 ...
39.17 27.51 ShinhanFin SHG 4.9 5 30.08 –1.03 .2191 13.95 9.80 SupernovaPtrsII SNII.UT ... ... 11.35 –1.54 ... 4.18 0.95 Velo3DWt VLD.WT ... ... 3.01 –0.23 ...
11.99 9.72 TrebiaAcquisition TREB ... dd 9.95 ... ... 70.72 41.52 WW Ent WWE .9 34 51.37 –1.29 .12
1762.92 1005.14 Shopify SHOP ... 59 1576.70 –113.90 ... 12.75 9.62 SupernovaPtrsII A SNII ... cc 10.49 –1.39 ... 13.80 5.55 VelocityFinl VEL ... 13 12.79 –0.21 ...
12.87 10.10 TrebiaAcqn TREB.UT ... ... 10.67 +0.16 ... 75.45 47.43 WorthingtonInds WOR 2.2 11 51.79 –2.25 .28
10.09 10.02 4.94 0.74 SupernovaII Wt SNII.WT ... ... 3.09 –0.82 ... 5.85 2.30 VenatorMaterials VNTR ... dd 2.85 +0.12 ...
ShoulderUpTechUn SUAC.UT ... ... 10.07 –0.01 ...
6
2.98 1.05 TrebiaAcqnWt TREB.WT ... ... 1.59 –0.06 ...
61.09 45.40 Ventas VTR 3.6 94 49.50 –1.85 .45 89.48 53.58 WyndhamHtls WH 1.6 41 81.85 –5.61 .32
128.36 62.21 Shutterstock SSTK .7 41 112.39 –6.27 .21 14.45 8.37 Suzano SUZ ... 9.85 +0.26 ... 9.38 6.26 TrecoraResources TREC ... dd 8.62 –0.42 ...
11.56 56.20 37.50 Sweetgreen SG ... ... 40.05 –12.95 ... 10.85
40.46 19.28 Veoneer VNE ... dd 35.22 –0.19 ...
XYZ
20.68 Sibanye-Stillwater SBSW 11.0 3 11.94 –1.37 .8075 23.71 Tredegar TG 4.3 10 11.09 –0.14 .12
111.92 24.92 SignetJewelers SIG .7 11 103.06 –5.11 .18 27.87 13.38 Switch SWCH .8 cc 26.81 –0.35 .0525 55.50 33.90 TreeHouseFoods THS ... 67 38.48 +1.04 ...
158.99 17.79 Veritiv VRTV ... 18 128.84 –10.15 ...
40.79 13.07 SignifyHealth SGFY ... dd 13.94 –0.14 ... 38.00 23.10 Sylvamo SLVM ... ... 31.00 –0.70 ... 4.83 0.60 TrepontAcqnI Wt TACA.WT ... ... .68 –0.06 ... 61.95 50.65 Verizon VZ 4.9 10 51.80 +0.94 .64
34.83 5.00 SilverBowRscs SBOW ... dd 25.95 –2.10 ... 52.49 30.44 SynchronyFin SYF 1.8 7 47.68 –0.20 .22 ... 12.07 3.96 VermilionEnergy VET ... 2 9.12 –0.16 ... 17.88 1.81 XFinancial XYF ... dd 4.17 –0.39 ...
10.75 9.68 TrepontAcqnI A TACA ... 9.98 +0.01 ...
239.26 31.13 SilvergateCapital SI ... 75 201.66 –18.09 ... 50.51 31.46 SynovusFin SNV 2.8 10 46.93 –1.51 .33 136.00 73.30 Trex TREX ... 67 131.05 –3.22 ... 24.70 10.80 Verso VRS 1.8 dd 21.90 –1.63 .10 35.00 4.49 XL Fleet XL ... dd 4.68 –0.13 ...
25.50 16.06 Similarweb SMWB ... dd 17.45 –2.27 ... 86.73 68.90 Sysco SYY 2.6 55 72.73 –1.44 .47 26.62 16.59 TriPointe TPH ... 7 25.18 –0.78 ... 28.80 17.88 Vertiv VRT .0 66 25.78 –1.20 .01 90.78 60.52 XPO Logistics XPO ... 27 75.97 –2.81 ...
11.66 9.82 SimonPropAcqn SPGS.UT ... ... 9.96 –0.01 ... 14.71 5.49 TriconRes TCN 1.7 6 13.88 +0.10 .058 52.73 29.61 Viad VVI ... dd 45.86 –2.27 ... 21.40 13.87 XeniaHotels XHR ... dd 15.95 –1.26 ...
10.32
1.88
9.69
0.83
SimonPropA
SimonPropWt
SPGS
SPGS.WT
...
...
...
...
9.77
1.00
–0.05
...
...
...
T 10.14
109.40
10.02
69.43
TrineIIAcqn
TriNet
TRAQ.UT
TNET
...
...
...
24
10.08
102.47
+0.01
–3.29
...
...
15.79
2.95
9.50
0.20
VicariousSurgical
VicariousSurgicWt
RBOT
RBOT.WT
...
...
dd
...
12.80
2.19
–0.01
+0.05
...
...
4.12
68.42
0.76
22.73
XinyuanRealEst
XPeng
XIN
XPEV
19.4
...
...
dd
.85
51.11
–0.06
+4.22
.025
...
171.12 82.02 SimonProperty SPG 4.1 29 160.48 –6.26 1.65 33.77 22.24 TrinityIndustries TRN 3.0 dd 27.87 +0.12 .21 76.00 39.79 Victoria'sSecret VSCO ... ... 53.88 –1.55 ... 24.73 9.87 XponentialFit XPOF ... ... 19.69 –2.88 ...
123.54 88.61 SimpsonMfg SSD .9 23 117.17 –2.04 .25 90.96 3.76 TAL Education TAL ... dd 5.11 –0.05 ... 13.51 5.10 VinceHolding VNCE ... dd 9.75 –0.44 ... 48
76.49 37.88 Trinseo TSE 2.6 5 50.17 –1.39 .32 138.78 94.63 Xylem XYL .9 122.64 –6.46 .28
11.50 7.64 SiriusPoint SPNT ... 3 7.81 –0.71 ... 55.34 40.11 TC Energy TRP 5.7 32 48.14 +0.51 .6908 46.00 9.63 Vipshop VIPS ... 8 9.84 –0.20 ... 108.82 60.75 Yeti YETI ... 42 96.87 –6.35 ...
36.33 20.85 Triple-S Mgmt GTS ... 10 35.53 –0.07 ...
260.00 130.82 SiteOneLandscape SITE ... 51 249.20 +0.68 ... 10.23 9.80 TCW Spac TSPQ.UT ... ... 9.95 –0.02 ... 62.80 14.27 VirginGalactic SPCE ... dd 16.73 –0.52 ... 5.86 3.25 YPF YPF ... 5 3.43 –0.44 ...
19.25 12.35 TriplePtVent TPVG 7.7 9 18.59 –0.36 .36
10.00 9.50 TCW Spac A TSPQ ... ... 9.77 +0.02 ... 10.62 9.54 VirginGroupII VGII.UT ... ... 10.05 –0.05 ...
51.75 30.60 SixFlags SIX ... 80 38.29 –2.45 ... 10.09 9.87 TristarAcqnI TRIS.UT ... ... 10.04 +0.03 ... 41.35 6.26 Yalla YALA ... cc 7.68 –0.34 ...
55.87 32.96 SkechersUSA SKX ... 18 46.00 –1.79 ... 1.02 0.56 TCW Spac Wt TSPQ.WT ... ... .75 ... ... 10.55 9.64 VirginGrpII A VGII ... ... 9.81 –0.04 ... 6.16 3.82 YamanaGold AUY 2.9 28 4.07 –0.25 .03
63.88 44.14 TritonIntl TRTN 4.5 9 58.07 –2.21 .65
13.60 7.34 SkeenaRscs SKE ... dd 9.84 –0.58 ... 30.00 18.53 TDCX TDCX ... 42 20.20 –2.77 ... 1.55 0.80 VirginGrpII Wt VGII.WT ... ... 1.08 –0.02 ... 25.47 2.67 YatsenHolding YSG ... dd 3.00 ... ...
24.53 10.53 TriumphGroup TGI ... dd 17.70 –2.51 ...
12.88 8.56 Skillsoft SKIL ... dd 11.95 –0.37 ... 130.93 75.50 TD Synnex SNX .7 11 107.69 –6.28 .20 26.33 11.93 Tronox TROX 1.7 15 23.57 +0.33 .10 8.24 2.60 VirnetX VHC ... dd 2.69 –1.06 ... 43.86 26.30 Yelp YELP ... 73 35.50 –1.12 ...
3.75 1.20 SkillsoftWt SKIL.WT ... ... 2.97 –0.29 ... 166.44 113.01 TE Connectivity TEL 1.3 23 156.00 –9.25 .50 32.91 18.26 TrueBlue TBI ... 19 26.27 –0.04 ... 252.67 192.55 Visa V .8 36 197.65 –3.21 .375 20.23 9.66 Yext YEXT ... dd 9.78 –1.06 ...
46.30 7.97 Skillz SKLZ ... dd 9.82 –0.58 ... 22.09 13.05 Tegna TGNA 1.8 8 20.85 –0.17 .095 14 26.50 19.00 Vishay VSH 1.9 10 20.73 –0.87 .10 6.80 2.90 YirenDigital YRD ... dd 3.49 +0.09 ...
65.42 45.44 TruistFinl TFC 3.2 60.08 –0.56 .48
82.73 29.24 SkylineChamp SKY ... 30 78.38 –2.37 ... 23.67 19.21 Telus TU 4.5 30 22.98 –0.03 .26 12.29 6.75 TsakosEnergy TNP 2.7 dd 7.34 –0.46 .10 39.71 28.60 VishayPrecision VPG ... 33 34.90 –2.10 ... 42.17 7.02 Youdao DAO ... dd 16.58 +1.56 ...
15.14 8.81 SmartRent SMRT ... dd 9.34 –0.75 ... 39.91 26.92 TelusIntl TIXT ... cc 33.78 –1.22 ... 20.11 7.50 TufinSoftware TUFN ... dd 8.46 –1.09 ... 7.00 2.42 VistaOil&Gas VIST ... cc 5.08 –0.25 ... 12.97 9.86 YucaipaAcqn YAC.UT ... ... 10.38 ... ...
85.65 51.11 Smartsheet SMAR ... dd 63.50 –1.90 ... 56.86 26.41 Ternium TX 7.6 2 38.09 +0.07 .80 38.59 15.28 Tupperware TUP ... 90 16.41 +0.56 ... 48.75 18.75 VistaOutdoor VSTO ... 7 45.09 –2.08 ... 11.40 9.55 YucaipaAcqnA YAC ... dd 9.97 +0.02 ...
83.60 52.08 SmithAO AOS 1.4 28 81.00 –1.46 .28 120.50 50.03 TFI Intl TFII .8 20 110.94 +2.11 .23 6.10 3.60 TurkcellIletism TKC 8.2 5 3.74 –0.33 .1175 24.20 15.47 Vistra VST 3.0 dd 20.16 +0.11 .15 2.77 0.76 YucaipaAcqnWt YAC.WT ... ... 1.41 –0.08 ...
46.10 32.77 Smith&Nephew SNN 2.2 26 32.85 –1.78 .288 14.85 9.81 TIM TIMB 2.5 11 12.38 +0.43 .24 61.08 36.22 TurningPoint TPB .6 14 37.56 +0.16 .055 0.84 0.10 VistraWt VST.WTA ... ... .14 –0.02 ... 135.77 101.18 YumBrands YUM 1.6 24 124.20 –2.76 .50
140.65 110.53 Smucker SJM 3.0 18 130.95 +6.64 .99 76.94 61.15 TJX TJX 1.5 32 69.36 –1.66 .26 21.89 9.61 TurquoiseHill TRQ ... 6 14.50 +0.49 ... 25.10 8.18 VivintSmartHome VVNT ... dd 10.47 –1.44 ... 69.67 50.60 YumChina YUMC .9 33 51.12 –2.37 .12
83.34 43.26 Snap SNAP ... dd 49.76 –1.56 ... 10.50 9.79 TLG Acqn One TLGA.UT ... ... 9.98 –0.01 ... 20.24 12.08 TutorPerini TPC ... 7 13.64 –0.51 ... 172.00 114.01 VMware VMW ... 25 121.90 +1.35 ... 62.20 11.34 ZimIntShipping ZIM 18.8 2 53.18 –3.99 2.50
259.99 165.56 SnapOn SNA 2.7 14 211.30 –4.35 1.42 9.90 9.50 TLGAcqnOneA TLGA ... 31 9.77 +0.01 ... 27.65 4.88 Tuya TUYA ... ... 5.29 +0.03 ... 61.89 31.93 VoceraComm VCRA ... dd 58.58 –0.11 ... 38.96 25.23 ZTO Express ZTO .0 39 30.85 –1.76 .24
429.00 184.71 Snowflake SNOW ... dd 362.60 –29.55 ... 1.00 0.47 TLGAcqnOneWt TLGA.WT ... ... .70 +0.02 ... 457.30 266.29 Twilio TWLO ... dd 290.25 +5.25 ... 18.33 6.63 Volta VLTA ... dd 9.94 –1.02 ... 166.60 90.51 Zendesk ZEN ... dd 94.27 –2.94 ...
19.47 10.20 SocialCapHedIV IPOD.UT ... ... 10.82 –0.01 ... 37.36 10.08 TPGPaceBenFin TPGY.UT ... ... 10.76 –0.29 ... 10.20 9.62 TwinRidgeCapA TRCA ... ... 9.75 –0.05 ... 6.16 1.16 VoltaWt VLTA.WT ... ... 2.90 –0.39 ... 20.25 7.49 ZeppHealth ZEPP ... 15 7.64 –0.07 ...
6.68 1.35 SocialCapHedosIVWt IPOD.WT ... ... 2.39 +0.28 ... 34.28 9.76 TPGPaceBenA TPGY ... dd 10.49 –0.13 ... 1.60 0.56 TwinRidgeCapWt TRCA.WT ... ... .87 +0.03 ... 37.08 29.87 Vontier VNT .3 13 32.47 –1.48 .025 11.14 5.27 ZetaGlobal ZETA ... dd 8.35 –0.09 ...
18.31 9.82 SocialCapHedIV A IPOD ... 34 10.22 –0.12 ... 12.00 1.27 TPGPaceBenWt TPGY.WT ... ... 1.72 –0.23 ... 80.75 44.40 Twitter TWTR ... dd 47.07 –1.33 ... 50.91 35.02 VornadoRealty VNO 5.0 dd 42.15 –2.09 .53 17.50 7.52 ZeviaPBC ZVIA ... dd 7.98 +0.05 ...
19.35 10.03 SocialCapHedVI IPOF.UT ... ... 10.80 –0.02 ... 10.83 9.65 TPGPaceBenII YTPG ... ... 10.00 ... ... 10.03 9.66 twoA TWOA ... ... 9.79 –0.01 ... 70.98 54.46 VoyaFinancial VOYA 1.3 4 62.11 –3.16 .20 20.52 1.19 ZhangmenEducation ZME ... dd 1.39 –0.08 ...
17.81 9.77 SocialCapHedVI A IPOF ... dd 10.26 ... ... 10.50 9.76 TPG Pace Solns TPGS ... ... 9.90 –0.14 ... 8.15 5.77 TwoHarbors TWO 11.4 6 5.99 –0.08 .17 210.16 134.53 VulcanMatls VMC .7 41 197.45 +1.30 .37 13.85 6.81 Zhihu ZH ... ... 7.85 –0.06 ...
6.97 1.20 SocialCapHedVI Wt IPOF.WT ... ... 2.10 ... ... 14.55 9.58 TPG RE Fin TRTX 7.8 29 12.34 –0.64 .24 557.55 372.80 TylerTech TYL ... cc 501.43 –46.45 ... 13.72 9.96 VyGlblGrowth VYGG.UT ... ... 10.19 +0.01 ... 180.36 124.83 ZimmerBiomet ZBH .8 32 125.62 –3.19 .24
1.25 0.77 SocialLvgI Wt SLAC.WT ... ... .95 +0.07 ... 12.85 9.80 TailwindAcqn TWND.UT ... ... 10.61 +0.50 ... 85.61 62.47 TysonFoods TSN 2.3 10 81.34 –0.17 .46 12.74 9.63 VyGlblGrowthA VYGG ... 50 9.87 ... ... 32.90 19.32 ZipRecruiter ZIP ... cc 29.63 –1.60 ...
11.20 9.80 SocialLvgI SLAC.UT ... ... 9.95 +0.01 ... 11.65 8.68 TailwindAcqnA TWND ... dd 9.85 ... ... 5.05 1.01 VyGlblGrowthWt VYGG.WT ... ... 1.57 –0.01 ... 228.89 141.41 Zoetis ZTS .5 53 219.32 –7.11 .25
2.75 0.50 TailwindAcqnWt TWND.WT ... ... .62 –0.01 ...
U
10.28 9.61 SocialLvgI A SLAC ... ... 9.74 –0.02 ... 23.25 11.15 Zuora ZUO ... dd 19.72 –2.37 ...
71.50
W
40.53 SOQUIMICH SQM .6 73 64.47 +1.80 .2044 10.67 9.74 TailwindIntlAcqn TWNI.UT ... ... 9.94 +0.02 ... 38.32 17.64 ZurnWaterSolns ZWS .3 34 36.09 –1.81 .03
15.08 6.45 SolarisOilfield SOI 6.2 dd 6.76 +0.14 .105 10.15 9.60 TailwindIntlA TWNI ... 32 9.77 +0.01 ... 59.03 17.71 Zymeworks ZYME ... dd 19.50 –0.31 ...
25.66 14.30 SolarWinds SWI ... 23 14.96 –0.45 ... 1.03 0.48 TailwindIntlWt TWNI.WT ... ... .68 –0.02 ... 18.67 13.53 UBS Group UBS 2.2 8 17.06 –0.43 .37
15.28 10.60 9.74 TailwindTwo TWNT.UT ... ... 10.21 –0.09 ... 57.93 5.14 1.94 W&T Offshore WTI ... dd 3.54 –0.02 ...
NYSE ARCA
23.39 SoloBrands DTC ... ... 17.14 –0.12 ... 36.11 UDR UDR 2.6 cc 55.69 –0.46 .3625
12.24 8.53 Sonendo SONX ... ... 11.50 +0.57 ... 10.10 9.62 TailwindTwoA TWNT ... dd 9.85 –0.08 ... 48.55 33.86 UGI UGI 3.1 6 44.16 +0.26 .345 99.86 80.55 WEC Energy WEC 3.0 21 89.17 –1.35 .6775
58.00 37.24 SonicAutomotive SAH 1.0 7 46.84 +0.07 .12 1.49 0.55 TailwindTwoWt TWNT.WT ... ... 1.20 +0.07 ... 110.00 98.72 UGI Un UGIC .0 15 103.50 +1.49 1.8125 234.64 126.80 WEX WEX ... dd 131.93 –4.21 ...
55.17 10.75 SonidaSrLiving SNDA ... 1 30.95 +0.20 ... 142.20 96.20 TaiwanSemi TSM 1.3 30 117.09 –7.17 .3911 25.70 14.20 UMH Prop UMH 3.3 36 23.11 –0.29 .19 91.03 66.20 WNS WNS ... 37 85.20 –4.45 ... 13.57 8.49 EmpireStateReal250 FISK 1.5 ... 9.24 –1.45 .035
69.83 57.21 SonocoProducts SON 3.0 dd 60.81 –0.30 .45 19.97 13.42 TakedaPharm TAK 5.4 10 13.53 –0.48 .3921 59.32 38.02 Unitil UTL 3.7 18 41.50 +0.24 .38 82.37 65.75 W.P.Carey WPC 5.5 31 77.18 –0.25 1.052 13.00 8.23 EmpireStateReal60 OGCP 1.5 ... 9.50 –0.41 .035
125.76 91.75 Sony SONY .0 18 121.27 –3.97 .2441 18.93 7.67 TalosEnergy TALO ... dd 10.25 +0.60 ... 17.83 11.38 USA Compression USAC 13.7 dd 15.38 +0.29 .525 75.51 48.14 WPP WPP 2.6 dd 70.62 –3.18 .8714 13.05 8.39 EmpireStateRealES ESBA 1.5 ... 9.43 –0.44 .035
29.24 20.48 SoJerseyInd SJI 5.1 15 24.28 +0.05 .31 22.51 9.44 Tanger SKT 3.6 dd 20.49 –0.50 .1825 39.96 28.53 US Cellular USM ... 20 30.73 +0.20 ... 20.55 13.04 WabashNational WNC 1.8 28 17.46 –0.72 .08 58.69 30.34 US Oil Fund USO ... ... 49.63 –4.15 ...
59.86 47.22 SouthJerseyUn SJIV 8.5 ... 53.31 +0.19 1.0938 49.67 27.66 Tapestry TPR 2.4 14 41.80 –4.19 .25 8.27 3.27 USD Partners USDP 8.4 6 5.66 +0.06 .1185 97.71 71.05 Wabtec WAB .5 39 93.02 –2.34 .12 22.79 11.69 USBrentOilFd BNO ... ... 19.43 –1.44 ...
67.54 56.69 Southern SO 4.3 22 62.04 –0.63 .66 58.18 23.33 TargaResources TRGP .7 46 54.47 +0.92 .10 42.10 30.64 US Foods USFD ... cc 32.98 –0.18 ... 156.77 77.77 Walker&Dunlop WD 1.4 17 144.88 –6.72 .50 44.32 20.79 USGasolineFd UGA ... ... 36.81 –2.66 ...
53.99 48.15 SouthernUnSeriesA SOLN 6.6 ... 50.91 –0.22 .8438 268.98 166.83 Target TGT 1.5 18 246.57 –4.13 .90 11.74 9.81 USHG Acqn HUGS.UT ... ... 11.09 +0.01 ... 27.50 7.28 Wallbox WBX ... ... 13.45 –1.55 ... 22.10 8.22 US NatGas UNG ... ... 17.44 +0.71 ...
83.29 54.92 SoCopper SCCO 5.5 14 57.71 –1.97 1.00 80.00 52.00 TaroPharm TARO ... cc 52.91 –1.10 ... 10.94 9.60 USHG Acqn A HUGS ... 89 10.39 +0.03 ... 6.40 0.80 WallboxWt WBX.WT ... ... 3.55 –0.18 ... 15.55 7.24 US12mthNtlGas UNL ... ... 14.45 +0.65 ...
64.75 43.72 SouthwestAir LUV ... dd 44.96 –1.87 ... 35.38 11.01 TataMotors TTM ... dd 30.36 –3.09 ... 2.50 0.70 USHG Acqn Wt HUGS.WT ... ... 2.24 –0.01 ... 153.66 126.28 Walmart WMT 1.5 51 144.90 +2.51 .55 29.78 15.89 US12moOilFd USL ... ... 25.52 –1.98 ...
73.54 57.00 SouthwestGas SWX 3.4 17 69.25 –0.69 .595 34.05 22.64 TaylorMorrison TMHC ... 9 32.13 –1.37 ... 143.67 87.75 US PhysTherapy USPH 1.7 37 88.56 –2.52 .38 1.53 0.87 WarburgPinI-A Wt WPCA.WT ... ... .99 –0.05 ... 35.72 33.65 VanEckGreenMtls GMET ... ... 33.96 –0.21 ...
Nasdaq Issues
Nasdaq Issues includes stocks traded on the Nasdaq Global Select and Nasdaq Global Market tiers. They are eligible for inclusion on the basis of SEC-approved market 52-Week Tick Div 52-Week Tick Div
value of publicly-held shares, trading volume, price and number of market-makers. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
4.46 1.00 BurgerFiIntlWt BFIIW ... ... 1.18 +0.02 ... 2.95 0.50 Cinedigm CIDM ... dd 1.58 –0.07 ...
52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 39.75 12.24 BurningRockBio BNR ... dd 13.80 –3.34 ... 452.74 314.62 Cintas CTAS .9 41 428.29 –17.76 .95
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. 29.18 18.17 BusFirstBcshs BFST 1.7 11 27.50 –0.35 .12 15.39 5.13 CipherMining CIFR ... dd 7.50 –0.73 ...
3.55 0.70 CipherMiningWt CIFRW ... ... 2.05 –0.34 ...
68.07 50.12 AltraIndlMotion AIMC .6 25 55.48 –4.03 .08 26.16 14.00 AuraBiosciences AURA ... ... 22.62 +0.12 ...
A 91.00 36.02 AltusMidstream ALTM 8.7 13 68.66 +5.12 1.50 33.97 9.72 AuriniaPharm AUPH ... dd 19.33 –9.14 ... C 103.25
60.27
71.11
42.41
CirrusLogic
CiscoSystems
CRUS
CSCO
...
2.7
19
20
78.46
54.67
–3.21
+1.42
...
.37
20.22 12.57 AmalgamFin AMAL 1.9 11 17.11 –0.85 .08 18.98 5.85 AuroraCannabis ACB ... dd 6.79 –0.25 ... 111.44 32.78 CitiTrends CTRN ... 11 78.14 –12.78 ...
81.25 59.22 AAON AAON .5 59 78.09 +0.67 .19 9.25 3.59 Amarin AMRN ... dd 3.64 –0.26 ... 17.77 9.50 AuroraInnov AUR ... dd 11.80 –5.31 ... 14.69 4.16 Cadiz CDZI ... dd 4.58 –0.46 ... 14.81 8.85 CtznCmntyBcp CZWI 1.7 8 13.75 +0.05 .23
57.34 15.68 AcadiaPharm ACAD ... dd 18.79 –0.36 ... 3773.08 2881.00 Amazon.com AMZN ... 69 3504.56 –172.01 ... 6.20 1.14 AuroraInnovWt AUROW ... ... 3.08 –2.57 ... 55.00 35.50 C&F Fin CFFI 3.2 6 49.25 +0.04 .40 27.88 17.00 CitizensHolding CIZN 5.3 13 18.00 –0.26 .24
43.23 28.97 ACI Worldwide ACIW ... 42 30.33 –2.58 ... 207.00 76.02 Ambarella AMBA ... dd 172.21 –16.48 ... 11.00 1.38 AuroraMobile JG ... dd 1.40 –0.07 ... 25.00 17.76 CB FinSvcs CBFV 4.1 17 23.70 –0.09 .24 145.19 82.71 CitrixSystems CTXS 1.8 33 82.90 –2.20 .37
12.61 4.81 AC Immune ACIU ... dd 5.17 –0.30 ... 82.38 65.48 Amdocs DOX 2.0 13 70.31 –2.44 .36 344.39 245.05 Autodesk ADSK ... 43 254.17 –68.35 ... 33.29 21.94 CBTX CBTX 1.8 15 29.04 –0.91 .13 88.49 65.11 CityHolding CHCO 3.0 14 79.16 –1.64 .60
144.81 60.84 ACM Research ACMR ... 62 87.70 –8.50 ... 325.12 137.82 Amedisys AMED ... 23 150.13 –19.72 ... 12.23 4.60 AutolusTherap AUTL ... dd 6.26 +0.04 ... 55.51 39.08 CDK Global CDK 1.5 5 39.76 –0.41 .15 32.36 14.08 Clarus CLAR .4 47 26.94 –1.33 .025
37.77 16.15 ACV Auctions ACVA ... dd 21.13 –0.52 ... 32.67 13.63 AmerantBncpA AMTB ... 20 29.26 –2.07 ... 241.18 159.31 ADP ADP 1.8 36 229.62 –8.29 1.04 203.82 125.46 CDW CDW 1.0 27 191.16 –4.90 .50 31.24 3.43 ClarusTherap CRXT ... 11 5.23 +0.84 ...
3.11 1.01 ADMA Biologics ADMA ... dd 1.45 –0.08 ... 769.90 407.42 Amerco UHAL .0 14 722.34 –20.52 .50 11.59 6.03 AvadelPharm AVDL ... dd 9.61 –0.17 ... 83.95 38.09 CEVA CEVA ... dd 44.04 –4.15 ... 2.02 0.42 ClarusTherapWt CRXTW ... ... .47 +0.02 ...
25.50 19.75 AFC Gamma AFCG 6.8 22 22.85 –0.93 .38 7.11 3.83 AmerFirstMultifam ATAX 6.8 15 6.50 –0.10 .11 10.20 10.00 AvalonAcqn AVACU ... ... 10.18 +0.02 ... 51.21 27.25 C4 Therap CCCC ... dd 36.65 –1.80 ... 19.79 3.79 CleanEnerFuels CLNE ... dd 7.20 –0.44 ...
18.84 15.17 AGNC Invt AGNC 9.1 6 15.91 –0.07 .12 26.09 13.85 AmerAirlines AAL ... dd 17.75 –1.53 ... 13.00 6.40 AveannaHealth AVAH ... ... 7.14 –0.24 ... 104.35 84.67 CH Robinson CHRW 2.1 17 96.28 +0.01 .51 72.00 22.91 Clearfield CLFD ... 44 64.73 –2.19 ...
2.78 0.93 ALJ Regional ALJJ ... dd 1.24 +0.09 ... 91.49 74.80 AEP AEP 3.8 17 82.55 –0.83 .78 17.90 6.70 AvePoint AVPT ... dd 7.09 –0.26 ... 10.38 9.99 CIIGCapitalPtrsII CIIGU ... ... 10.27 +0.07 ... 7.73 1.68 ClearsideBiomed CLSD ... dd 3.95 –0.42 ...
10.09 10.05 ALSPOrchidAcqnIUn ALORU ... ... 10.06 –0.03 ... 52.00 45.25 AmerElecPwrUn AEPPL 6.2 ... 49.24 –0.14 .7656 5.47 1.26 AvePointWt AVPTW ... ... 1.50 –0.22 ... 10.38 9.75 CIIGCapPtrsII CIIG ... ... 9.87 –0.02 ... 28.85 5.15 CloverHealth CLOV ... dd 5.41 –0.34 ...
117.45 32.65 AlxOncology ALXO ... dd 33.59 –4.68 ... 54.09 44.71 AmerElecPwrUn AEPPZ 6.1 ... 50.00 –0.32 .7656 43.76 16.02 AviatNetworks AVNW ... 6 30.51 +0.38 ... 1.00 0.50 CIIGCapPtrsIIWt CIIGW ... ... .86 –0.02 ... 11.10 3.04 ClovisOncology CLVS ... dd 3.20 –0.18 ...
83.63 30.47 AMC Networks AMCX ... 5 39.26 –4.11 ... 10.69 7.23 AmericanFin AFIN 10.5 dd 8.11 –0.19 .2125 40.48 11.64 AvidTechnology AVID ... 45 32.69 –2.67 ... 17.29 6.50 CimComm CMCT 4.2 dd 7.08 –0.11 .075 49.26 19.10 CoastalFinl CCB ... 23 44.43 –2.08 ...
67.10 53.50 Amerisafe AMSF 2.1 12 54.46 +0.20 .29 40.34 25.86 AmNtlBcsh AMNB 3.0 10 37.08 –0.83 .28 36.02 17.58 AvidityBio RNA ... dd 24.22 –3.79 ... 19.78 2.66 CLPS CLPS ... 7 2.77 –0.08 ... 605.92 252.14 CocaColaCon COKE .2 24 597.10 +37.43 .25
80.93 25.08 A-MarkPrecMet AMRK .0 4 70.72 +3.68 2.00 195.89 84.51 AmericanNatl ANAT 1.7 7 189.30 ... .82 27.44 20.39 AvidXchange AVDX ... dd 22.09 –4.48 ... 198.61 119.19 CMC Materials CCMP 1.4 dd 132.88 –11.20 .46 63.04 43.79 Coca-ColaEuro CCEP 3.2 32 50.71 –1.08 1.62
60.23 26.10 ANI Pham ANIP ... dd 40.77 –2.77 ... 36.62 13.52 AmOutdoorBrands AOUT ... 17 23.44 –1.13 ... 545.11 34.41 AvisBudget CAR ... 23 288.96 +2.66 ... 230.90 172.95 CME Group CME 1.6 33 222.16 –1.15 .90 25.70 6.48 CodexDNA DNAY ... dd 6.80 –0.28 ...
413.89 292.79 Ansys ANSS ... 72 382.48 –20.04 ... 39.19 20.65 AmericanPubEdu APEI ... 22 21.25 –2.44 ... 45.43 30.31 Avnet AVT 2.6 12 37.15 –1.81 .24 28.59 19.59 CNB FinPA CCNE 2.6 10 26.91 –0.68 .175 42.01 16.55 Codexis CDXS ... dd 36.62 –0.60 ...
31.14 12.20 APA APA 1.9 17 26.24 +0.24 .125 33.27 15.87 AmerSoftware AMSWA 1.9 86 23.12 –1.93 .11 6.52 2.98 Aware AWRE ... dd 3.01 –0.03 ... 61.69 28.58 CompassPath CMPS ... dd 32.75 +1.68 ... 37.85 8.81 CodiakBioSci CDAK ... dd 13.29 –0.65 ...
24.66 12.60 ARKRestaurants ARKR ... 15 16.55 –0.66 ... 31.78 11.25 AmerSupercond AMSC ... dd 13.28 –1.02 ... 65.16 26.82 AxcelisTechs ACLS ... 28 62.83 +0.27 ... 38.92 3.52 CPI Card PMTS ... 11 22.00 –1.62 ... 23.85 15.29 CodorusValleyBncp CVLY 2.8 13 21.69 –0.82 .15
895.93 428.78 ASML ASML .4 50 782.02 –75.15 2.0843 108.81 63.90 AmericanWoodmark AMWD ... 24 64.67 –6.72 ... 6.84 2.75 AxcellaHealth AXLA ... dd 2.90 –0.03 ... 116.71 45.54 CRA Intl CRAI 1.3 19 97.10 –7.27 .31 13.90 5.83 CogentBio COGT ... dd 8.36 –1.44 ...
25.37 6.96 AST Space ASTS ... dd 10.89 –0.82 ... 177.45 99.63 AmerCarMart CRMT ... 6 102.03 –9.35 ... 212.37 115.57 AxonEnterprise AXON ... dd 177.20 –4.74 ... 220.20 77.42 CRISPR Therap CRSP ... 17 78.79 –3.65 ... 80.50 56.38 CogentComm CCOI 4.2 cc 76.25 –1.52 .83
9.43 1.01 AST Space Wt ASTSW ... ... 4.25 –0.43 ... 59.85 33.86 AmerisBancorp ABCB 1.2 9 50.06 –1.52 .15 79.81 41.13 Axonics AXNX ... dd 58.51 –1.60 ... 54.83 42.47 CSG Systems CSGS 1.9 24 51.75 –0.74 .25 101.82 72.85 Cognex CGNX .3 46 76.19 –3.78 .065
19.75 1.13 ATA Creativity AACG ... dd 1.72 –0.05 ... 5.34 3.05 AmeriServFin ASRV 2.5 11 3.95 +0.20 .025 87.24 19.38 AxsomeTherap AXSM ... dd 36.92 +1.12 ... 2.35 0.88 CSI Compressco CCLP 3.1 dd 1.27 –0.10 .01 13.80 8.26 CognitionTherap CGTX ... dd 8.92 –1.39 ...
22.91 10.45 ATAI Life ATAI ... dd 11.19 –0.46 ... 276.69 200.47 Amgen AMGN 3.5 21 201.09 –4.99 1.76 28.68 7.74 AyalaPharm AYLA ... dd 9.84 –0.16 ... 14.33 7.11 CSP CSPI ... dd 9.03 +0.42 ... 82.84 66.19 CognizantTech CTSH 1.2 22 78.40 –3.59 .24
52.65 40.77 ATN Intl ATNI 1.6 dd 41.53 –0.36 .17 25.39 8.60 AmicusTherap FOLD ... dd 10.80 –0.54 ... 18.20 5.07 AziyoBiologics AZYO ... dd 5.22 –0.58 ... 145.50 102.90 CSW Industrials CSWI .5 41 129.07 –8.94 .15 38.00 19.66 CognyteSoftware CGNT ... ... 20.82 –0.61 ...
18.24 4.95 AveoPharma AVEO ... dd 6.50 –0.28 ... 29.50 14.28 AmkorTech AMKR .9 10 22.23 –3.03 .05 36.57 27.70 CSX CSX 1.0 22 35.57 –0.51 .0933 270.99 118.57 Coherent COHR ... dd 258.30 +1.38 ...
20.07
15.84
4.02
6.53
AVROBIO
AXT
AVRO
AXTI
...
...
dd
26
4.08
8.15
–0.18
–0.66
...
...
21.70
15.44
16.91
9.33
AmphastarPharm
AmrytPharma
AMPH
AMYT
...
...
28
dd
19.91
9.55
–0.60
–2.04
...
... B 25.00
16.38
18.07
7.00
CVB Fin
CabalettaBio
CVBF
CABA
3.7
...
12
dd
19.61
11.60
–1.01
–0.38
.18
...
22.22
51.86
12.21
27.03
CoherusBioSci
Cohu
CHRS
COHU
...
...
dd
10
18.37
33.72
–0.14
–3.09
...
...
24.69 17.14 Abcam ABCM ... cc 22.45 –0.36 ... 15.78 5.81 AmtechSystems ASYS ... cc 10.66 –0.37 ... 10.61 9.96 CactusAcqn1 CCTSU ... ... 10.09 ... ... 429.54 208.00 CoinbaseGlbl COIN ... 26 303.19 –29.36 ...
71.91 13.18 AbCelleraBio ABCL ... 20 13.99 –1.81 ... 23.42 2.56 Amyris AMRS ... dd 6.78 –0.48 ... 19.75 4.29 BBQ Holdings BBQ ... 7 13.08 –0.82 ... 190.09 113.67 CadenceDesign CDNS ... 72 178.36 –9.76 ... 26.91 17.57 CollegiumPharm COLL ... 7 17.95 –0.90 ...
387.40 254.41 Abiomed ABMD ... cc 325.98 –14.01 ... 191.95 137.10 AnalogDevices ADI 1.6 39 178.00 –10.80 .69 16.15 10.15 BCB Bancorp BCBP 4.3 9 14.93 –0.26 .16 119.81 65.89 CaesarsEnt CZR ... dd 91.20 –4.20 ... 150.64 84.02 ColliersIntl CIGI .1 dd 140.92 –4.19 .05
31.53 9.62 Absci ABSI ... dd 11.01 –0.04 ... 37.89 17.72 AnaptysBio ANAB ... cc 31.12 +0.32 ... 7.65 2.60 BELLUS Health BLU ... dd 5.46 –0.80 ... 19.80 10.55 Caesarstone CSTE 3.3 21 12.00 –0.29 .10 24.26 7.85 Collplant CLGN ... 78 18.00 –0.94 ...
21.20 8.61 AbsoluteSftwr ABST 2.9 dd 8.99 –0.27 .0639 31.50 4.51 AnavexLifeSci AVXL ... dd 19.45 –0.79 ... 6.52 3.52 BGC Partners BGCP .9 38 4.59 –0.06 .01 43.24 33.85 Cal-MaineFoods CALM .4 cc 36.91 +0.11 .034 19.59 13.70 ColonyBankcorp CBAN 2.2 10 18.25 –0.28 .1025
9.09 3.48 AcaciaResearch ACTG ... dd 5.19 –0.15 ... 38.75 21.35 Andersons ANDE 2.0 13 35.19 –1.37 .175 63.42 30.46 BJsRestaurants BJRI ... dd 31.76 –0.69 ... 14.51 8.98 CalAmp CAMP ... dd 9.74 –0.27 ... 50.68 31.41 ColumbiaBanking COLB 3.7 11 32.69 –1.35 .30
51.08 15.57 AcademySports ASO ... 8 46.03 –4.11 ... 19.17 8.89 Angi ANGI ... dd 9.63 –0.36 ... 110.75 66.76 BOK Fin BOKF 2.0 11 105.38 –0.61 .53 85.40 33.25 CalavoGrowers CVGW 2.8 cc 41.74 –0.92 1.15 19.75 14.17 ColumbiaFin CLBK ... 22 18.45 –0.53 ...
68.65 41.68 AcadiaHealthcare ACHC ... 24 57.81 –4.11 ... 32.00 13.55 AngioDynamics ANGO ... dd 27.22 –1.30 ... 45.36 22.79 BRP Group BRP ... dd 36.10 –2.58 ... 19.88 11.96 CaliforniaBncp CALB ... 13 18.85 –0.44 ... 114.98 81.76 ColumbiaSportswr COLM 1.0 23 100.18 –3.09 .26
65.25 26.71 Accolade ACCD ... dd 27.13 –3.60 ... 26.30 3.64 AngionBiomed ANGN ... dd 3.75 –0.35 ... 102.96 56.45 BRP DOOO .5 10 80.50 –7.07 .1026 6.19 0.81 CalitheraBiosci CALA ... dd .90 –0.02 ... 57.06 37.02 ColumbusMcKinn CMCO .5 52 47.64 –1.55 .06
10.21 10.05 AccretionAcqn ENERU ... ... 10.20 +0.02 ... 48.37 32.30 AnikaTherap ANIK ... dd 39.65 –0.42 ... 81.57 34.40 B RileyFin RILY 3.2 4 77.88 –1.09 1.00 36.65 14.96 CalliditasTherap CALT ... dd 17.85 –0.85 ... 61.80 48.15 Comcast A CMCSA 2.0 16 51.10 –0.81 .25
6.02 3.46 Accuray ARAY ... dd 5.12 –0.31 ... 38.01 13.03 Annexon ANNX ... dd 13.70 –0.45 ... 19.76 7.75 BTRS BTRS ... dd 7.78 –0.75 ... 16.69 2.96 CalumetSpecialty CLMT ... dd 16.10 +1.83 ... 83.06 62.28 CommerceBcshrs CBSH 1.5 15 70.56 –1.75 .2625
2.94 0.62 AcelRxPharm ACRX ... dd .65 –0.07 ... 12.09 1.36 AnPacBioMed ANPC ... ... 1.70 +0.03 ... 36.50 18.23 Backblaze BLZE ... dd 25.67 –1.38 ... 12.43 2.34 Calyxt CLXT ... dd 3.09 –0.27 ... 13.61 7.05 CommVehicle CVGI ... 17 8.99 –0.16 ...
0.49 0.32 AchariVenturesIWt AVHIW ... ... .44 –0.01 ... 10.15 10.05 AnthemisDigital I ADALU ... ... 10.15 +0.05 ... 354.82 135.01 Baidu BIDU ... 25 153.06 +1.29 ... 66.40 22.76 CambiumNtwks CMBM ... 16 26.95 –0.66 ... 22.18 9.25 CommScope COMM ... dd 10.55 +0.87 ...
11.28 10.02 AchariVenturesI AVHIU ... ... 10.21 –0.03 ... 73.00 27.50 ApellisPharm APLS ... dd 43.54 –0.39 ... 174.29 102.77 Balchem BCPC .4 58 165.28 –2.15 .58 50.94 34.33 CamdenNational CAC 3.1 10 46.47 –1.52 .36 11.45 3.15 CommsSystems JCS .0 7 3.21 –0.32 3.50
9.89 9.82 AchariVenturesI AVHI ... ... 9.88 –0.01 ... 48.50 26.06 ApogeeEnt APOG 1.8 cc 45.00 –1.67 .20 42.28 12.78 BallardPower BLDP ... dd 15.33 –0.94 ... 49.60 18.30 Camtek CAMT ... 36 44.29 –0.40 ... 47.53 33.65 CmntyTrBcp CTBI 3.8 9 42.38 –1.98 .40
18.95 4.57 AchillesTherap ACHL ... ... 4.84 –0.12 ... 10.39 2.71 ApolloEnd APEN ... dd 8.26 –0.49 ... 77.38 53.77 BancFirst BANF 2.2 13 64.95 –1.37 .36 39.10 3.18 Canaan CAN ... 15 8.52 –1.21 ... 14.62 8.35 CommWestBcshs CWBC 2.2 9 12.91 +0.08 .07
30.38 3.20 AclarisTherap ACRS ... dd 12.62 –1.17 ... 15.27 10.40 ApolloInv AINV 9.6 6 12.92 –0.16 .05 196.70 62.07 Bandwidth BAND ... dd 73.93 +5.12 ... 67.39 31.40 CanadianSolar CSIQ ... 49 38.28 –2.60 ... 84.22 46.91 CommVaultSys CVLT ... cc 64.39 +0.72 ...
8.66 2.80 AcordaTherap ACOR ... dd 2.86 –0.61 ... 186.59 110.22 AppFolio APPF ... cc 120.41 –3.59 ... 48.16 27.74 BankOZK OZK 2.6 11 45.29 –0.99 .29 14.78 5.51 CandelTherap CADL ... dd 9.78 –1.09 ... 10.04 9.81 CompassDigital CDAQU ... ... 10.00 +0.10 ...
104.53 59.78 ActivisionBliz ATVI .8 18 60.62 –1.76 .47 42.90 4.98 AppHarvest APPH ... dd 5.14 –0.27 ... 31.31 21.26 BankofPrinceton BPRN 2.4 10 30.24 +0.15 .18 24.90 5.75 Canoo GOEV ... dd 12.22 +2.20 ... 15.16 4.39 Compugen CGEN ... dd 4.54 –0.17 ...
26.98 8.13 AcumenPharm ABOS ... dd 8.27 –1.59 ... 18.58 0.95 AppHarvestWt APPHW ... ... 1.15 –0.13 ... 27.28 11.60 Bank7 BSVN 1.8 10 24.85 –0.74 .11 7.33 1.19 CanooWt GOEVW ... ... 4.05 +1.05 ... 37.62 26.22 ComputerPrograms CPSI ... 27 29.99 +0.99 ...
34.35 3.22 AcutusMedical AFIB ... dd 3.31 –0.30 ... 260.00 69.79 Appian APPN ... dd 74.31 –2.49 ... 12.79 8.04 BankFinancial BFIN 3.8 20 10.56 –0.52 .10 56.50 11.29 CanopyGrowth CGC ... dd 11.69 –0.49 ... 11.68 6.04 ComputerTask CTG ... 17 7.98 –0.53 ...
31.83 8.69 Adagene ADAG ... ... 8.69 –1.07 ... 165.70 116.21 Apple AAPL .6 28 156.81 –3.74 .22 32.00 18.22 BankwellFin BWFG 2.4 13 30.61 –0.47 .18 13.25 8.06 Cantaloupe CTLP ... dd 8.92 –0.74 ... 5.25 2.03 comScore SCOR ... dd 3.57 –0.18 ...
59.50 17.38 AdagioTherap ADGI ... dd 25.12 +5.05 ... 9.67 2.26 AppliedGenetic AGTC ... dd 2.38 –0.22 ... 63.24 41.12 Banner BANR 2.8 11 58.43 –2.73 .41 18.00 11.25 CanterburyPark CPHC ... 15 17.08 +0.67 ... 30.40 16.79 ComtechTel CMTL 1.5 dd 25.96 +0.21 .10
7.34 3.37 AdaptimmuneTher ADAP ... dd 4.07 –0.18 ... 159.00 80.71 ApplMaterials AMAT .7 22 143.29 –6.74 .24 57.00 14.36 Baozun BZUN ... 20 15.15 –1.69 ... 28.16 11.60 CapitalBancorp CBNK .8 9 26.50 –0.50 .05 191.35 80.00 Concentrix CNXC .6 26 172.63 –13.59 .25
71.25 25.59 AdaptiveBiotech ADPT ... dd 28.12 +0.77 ... 78.22 15.89 AppliedMolecular AMTI ... dd 16.33 –5.12 ... 86.82 62.30 BarrettBus BBSI 1.6 16 73.98 –1.29 .30 29.00 21.42 CapitalCityBank CCBG 2.3 13 27.53 –0.17 .16 13.50 2.64 ConcertPharm CNCE ... dd 3.63 –0.33 ...
129.01 73.06 AddusHomeCare ADUS ... 36 91.39 –8.98 ... 13.95 5.55 AppliedOptoelec AAOI ... dd 6.03 –0.13 ... 37.00 15.58 BassettFurniture BSET 3.2 9 16.79 –0.82 .14 16.69 7.27 CapitalProduct CPLP 2.5 4 15.84 +0.18 .10 8.50 4.10 Conduent CNDT ... dd 5.14 –0.26 ...
4.24 1.90 ADDvantage AEY ... dd 1.93 –0.02 ... 29.80 10.22 AppliedTherap APLT ... dd 10.88 –1.04 ... 19.68 14.38 BayCom BCML ... 11 19.21 –0.08 ... 28.41 16.40 CapitalSouthwest CSWC 6.5 15 27.18 –0.36 .50 94.97 37.71 Confluent CFLT ... dd 81.04 +1.29 ...
17.80 6.25 AdicetBio ACET ... dd 9.40 +0.09 ... 116.09 49.41 Applovin APP ... dd 90.71 –9.06 ... 60.93 35.86 BeaconRoof BECN ... 16 53.77 –2.09 ... 14.38 10.67 CapitolFedFin CFFN 2.9 21 11.71 –0.24 .22 5.00 2.16 Conifer CNFR ... 8 2.42 +0.05 ...
699.54 420.78 Adobe ADBE ... 55 662.10 –26.27 ... 30.99 3.17 ApreaTherap APRE ... dd 4.15 –0.23 ... 138.52 44.20 BeamTherap BEAM ... dd 78.69 –11.02 ... 23.00 11.95 CapStarFin CSTR 1.1 10 21.50 –0.40 .06 29.27 4.10 ConnectBiopharma CNTB ... ... 4.50 –0.62 ...
24.76 12.47 Adtran ADTN 1.7 cc 20.60 –0.87 .09 40.00 20.07 Apria APR ... 14 29.82 +0.07 ... 3.42 1.39 BeasleyBroadcast BBGI ... dd 2.14 –0.11 ... 29.65 11.22 CaraTherap CARA ... 26 12.80 –1.38 ... 35.50 17.60 ConnectOneBncp CNOB 1.6 11 33.16 –1.09 .13
8.41 4.60 AdvEmissions ADES ... 2 6.61 –0.36 ... 4.73 2.15 Aptinyx APTX ... dd 2.42 +0.10 ... 53.90 13.38 BedBath BBBY ... dd 20.90 –2.35 ... 48.28 21.75 CardiovascularSys CSII ... dd 23.26 +0.32 ... 31.48 10.83 Conn's CONN ... 6 22.67 –0.95 ...
125.55 81.71 AdvEnergyInds AEIS .5 25 87.89 –1.70 .10 4.94 1.81 Aptorum APM ... dd 1.91 –0.23 ... 426.56 219.20 BeiGene BGNE ... dd 347.69 –16.85 ... 161.47 65.67 Cardlytics CDLX ... dd 70.80 –1.00 ... 69.31 34.81 ConsensusCloud CCSI ... ... 58.99 –4.70 ...
161.88 72.50 AdvMicroDevices AMD ... 48 154.81 –0.60 ... 17.50 6.25 ApyxMedical APYX ... dd 14.46 –2.31 ... 22.00 12.38 BelFuse A BELFA 1.7 9 14.10 –1.14 .06 12.84 6.66 Carecloud MTBC ... dd 6.91 –0.28 ... 9.89 4.70 ConsldComm CNSL ... dd 7.77 –0.29 ...
13.92 7.70 AdvantageSolns ADV ... dd 7.95 +0.12 ... 8.06 3.10 AquestiveTherap AQST ... dd 6.37 +0.40 ... 23.00 10.58 BelFuse B BELFB 2.3 7 12.27 –0.93 .07 99.83 39.16 CareDx CDNA ... dd 42.37 –0.64 ... 15.37 10.66 ConsldWater CWCO 3.0 cc 11.21 –0.29 .085
3.60 1.44 AdvantageSolnsWt ADVWW ... ... 1.74 +0.17 ... 9.95 3.28 Aravive ARAV ... dd 3.39 –0.24 ... 17.58 10.03 Benefitfocus BNFT ... dd 10.16 –0.61 ... 18.42 6.53 CareMax CMAX ... dd 7.05 –0.62 ... 44.99 24.51 ConstructionPtrs ROAD ... 62 35.98 –3.25 ...
14.79 1.89 AdverumBiotech ADVM ... dd 1.94 –0.05 ... 10.19 10.05 ArborRaphaI ARCKU ... ... 10.13 –0.04 ... 71.92 33.01 BentleySystems BSY .2 cc 49.38 –5.79 .03 7.15 1.29 CareMaxWt CMAXW ... ... 1.45 –0.65 ... 8.97 3.80 ConsumerPtfo CPSS ... 6 8.11 –0.16 ...
9.78 5.82 AegleaBioTherap AGLE ... dd 6.45 –0.23 ... 5.87 2.43 ArbutusBiopharma ABUS ... dd 3.13 –0.17 ... 113.53 17.82 BerkeleyLights BLI ... dd 20.22 –3.50 ... 24.89 19.35 CareTrustREIT CTRE 5.3 26 19.83 –0.86 .265 32.85 3.57 ContextLogic WISH ... dd 3.92 –0.33 ...
27.44 2.01 Aemetis AMTX ... dd 17.74 +0.42 ... 116.79 39.84 ArcBest ARCB .3 16 105.69 –4.35 .08 13.45 5.39 BerkshireGrey BGRY ... dd 5.75 +0.17 ... 39.76 22.63 CarGurus CARG ... 42 37.14 –0.76 ... 161.12 101.92 Copart CPRT ... 35 145.93 –6.48 ...
21.30 9.35 AeriePharm AERI ... dd 9.80 –0.24 ... 43.93 31.23 ArchCapital ACGL ... 8 41.89 –0.17 ... 3.25 1.00 BerkshireGreyWt BGRYW ... ... 1.31 +0.03 ... 32.65 15.00 CaribouBio CRBU ... dd 17.68 –3.60 ... 18.80 4.36 CorMedix CRMD ... dd 5.07 –0.06 ...
29.43 11.40 AerovateTherap AVTE ... ... 13.21 –1.06 ... 36.80 7.32 Arcimoto FUV ... dd 9.75 –0.80 ... 10.65 3.59 Berry(bry) BRY 2.8 dd 8.44 –0.54 .06 12.90 2.96 CarLotz LOTZ ... dd 3.16 –0.08 ... 49.60 22.70 CorsairGaming CRSR ... 19 23.01 –1.57 ...
143.72 80.79 AeroVironment AVAV ... dd 83.19 –5.55 ... 44.66 15.90 ArcoPlatform ARCE ... dd 19.83 +1.07 ... 221.00 72.51 BeyondMeat BYND ... dd 76.72 –0.81 ... 3.11 0.61 CarLotzWt LOTZW ... ... .73 –0.01 ... 121.98 11.54 Cortexyme CRTX ... dd 12.03 –0.97 ...
10.35 10.02 AestherHlthcr AEHAU ... ... 10.20 –0.15 ... 129.71 24.87 ArcturusTherap ARCT ... dd 39.89 +3.44 ... 62.08 17.95 BicycleTherap BCYC ... dd 54.60 –3.53 ... 60.62 28.12 Carlyle CG 1.8 7 54.75 –4.25 .25 200.72 89.35 Corvel CRVL ... 57 184.64 –10.71 ...
10.07 9.95 AestherHlthcrA AEHA ... ... 10.00 +0.02 ... 38.49 16.05 ArcutisBiotherap ARQT ... dd 16.67 –1.52 ... 47.65 7.75 Big5SportingGds BGFV 3.9 6 25.84 +0.02 .25 23.26 11.57 CarParts.com PRTS ... dd 12.86 –0.43 ... 9.54 1.86 CorvusPharm CRVS ... 50 3.41 –0.09 ...
0.54 0.40 AestherHlthcrWt AEHAW ... ... .52 –0.02 ... 9.23 0.87 Ardelyx ARDX ... dd .89 –0.11 ... 96.66 42.17 BigCommerce BIGC ... dd 48.65 –0.62 ... 8.09 2.83 CarrolsRestr TAST .0 dd 2.96 –0.09 .41 101.05 74.31 CoStar CSGP ... cc 77.59 –3.98 ...
11.24 3.31 AestheticMed AIH ... dd 3.31 –0.25 ... 10.20 10.00 ArenaFortify AFACU ... ... 10.19 +0.10 ... 157.66 58.56 Bilibili BILI ... dd 68.79 +1.67 ... 16.40 9.20 CarterBkshrs CARE ... 13 14.60 –0.85 ... 554.55 307.00 Costco COST .6 48 546.13 +12.34 .79
11.74 4.78 Affimed AFMD ... dd 6.97 +0.24 ... 85.00 45.50 ArenaPharm ARNA ... dd 57.42 –1.94 ... 543.85 296.00 Bio-Techne TECH .3 cc 473.47 –28.03 .32 13.15 4.76 CasaSystems CASA ... 17 4.83 –0.58 ... 52.26 27.23 Couchbase BASE ... dd 31.24 –5.03 ...
176.65 46.50 AffirmHldgs AFRM ... dd 136.98 +0.82 ... 21.74 16.17 AresCapital ARCC 8.1 6 20.35 –0.28 .41 76.63 23.41 BioAtla BCAB ... dd 24.61 –2.76 ... 10.92 9.80 CascadiaAcqn CCAIU ... ... 9.93 –0.07 ... 37.30 19.66 CountyBancorp ICBK 1.1 12 35.60 –0.05 .10
28.29 12.62 Afya AFYA ... 28 13.94 –0.39 ... 382.15 248.21 arGEN-X ARGX ... dd 276.10 –7.87 ... 17.94 5.15 BioceresCrop BIOX ... dd 15.04 –0.23 ... 9.95 9.67 CascadiaAcqnA CCAI ... ... 9.73 –0.02 ... 377.04 194.25 CoupaSoftware COUP ... dd 201.06 –11.82 ...
64.09 35.80 Agilysys AGYS ... dd 43.51 –1.04 ... 21.00 14.50 ArgoBlockchain ARBK ... cc 18.48 –0.42 ... 18.48 4.74 BioCryst BCRX ... dd 12.48 +0.59 ... 0.66 0.47 CascadiaAcqnWt CCAIW ... ... .60 +0.01 ... 34.75 14.09 CovenantLogist CVLG ... 26 26.82 –0.55 ...
62.16 32.47 AgiosPharm AGIO ... dd 36.45 –1.77 ... 9.93 9.86 ArgusCapitalA ARGU ... ... 9.91 ... ... 4.99 2.84 BioDeliverySci BDSI ... 10 2.91 –0.16 ... 89.84 53.43 CasellaWaste CWST ... 46 85.65 –1.23 ... 40.78 16.99 Covetrus CVET ... dd 17.78 –0.72 ...
114.97 19.72 Agora API ... dd 20.36 –2.34 ... 11.09 10.09 ArgusCapitalUn ARGUU ... ... 10.23 –0.02 ... 31.99 5.73 Biodesix BDSX ... dd 6.72 +0.34 ... 229.18 172.58 CaseysGenStores CASY .7 23 194.83 +0.76 .35 44.07 23.40 Cowen COWN 1.1 4 36.77 –1.16 .10
2.89 1.81 AgroFresh AGFS ... dd 1.87 –0.07 ... 0.75 0.60 ArgusCapitalWt ARGUW ... ... .64 –0.04 ... 468.55 238.40 Biogen BIIB ... 24 242.90 –14.29 ... 48.55 37.66 CassInfoSys CASS 2.6 23 42.69 –2.33 .28 178.82 123.74 CrackerBarrel CBRL 3.7 12 128.27 –13.68 1.30
43.05 9.49 AirT AIRT ... 19 28.15 –0.45 ... 14.00 9.65 Arhaus ARHS ... 70 10.18 –1.38 ... 92.57 71.59 BioMarinPharm BMRN ... cc 87.58 –3.89 ... 107.69 42.50 CastleBiosci CSTL ... dd 43.12 –4.38 ... 703.27 292.46 CreditAcceptance CACC ... 12 645.53 +3.22 ...
32.43 21.42 AirTransport ATSG ... 13 27.04 –0.53 ... 10.19 10.09 AriszAcqnUn ARIZU ... ... 10.14 +0.01 ... 22.22 9.72 BiomeaFusion BMEA ... dd 11.98 +1.20 ... 46.43 28.10 CathayGenBncp CATY 3.2 12 43.00 –1.40 .34 21.48 13.31 CrescentCapBDC CCAP 8.9 5 18.39 –0.09 .05
219.94 121.50 Airbnb ABNB ... dd 173.86 –22.56 ... 10.53 9.76 ArmadaAcqnIUn AACIU ... ... 10.03 ... ... 464.00 80.55 BioNTech BNTX ... 10 348.00 +58.25 ... 315.86 170.86 CavcoIndustries CVCO ... 25 297.65 +6.12 ... 10.08 10.03 CresceraCapAcqnUn CRECU ... ... 10.05 +0.02 ...
18.04 12.00 AirSculptTech AIRS ... ... 12.05 –2.88 ... 0.60 0.50 ArmadaAcqnIWt AACIW ... ... .50 –0.02 ... 19.94 10.74 Bioventus BVS ... 26 12.51 –1.51 ... 9.47 6.10 CECO Env CECE ... cc 6.17 –0.40 ... 7.55 3.71 Cresud CRESY ... dd 4.49 –0.06 ...
124.91 92.64 AkamaiTech AKAM ... 31 111.94 +0.96 ... 9.86 9.34 ArmadaAcqnI AACI ... ... 9.34 –0.46 ... 10.00 0.47 Bitfarms BITF ... dd 7.14 –1.04 ... 13.24 8.46 CellebriteDI CLBT ... dd 8.68 –0.58 ... 47.36 14.88 Cricut CRCT ... 28 23.53 –1.15 ...
5.14 2.35 AkebiaTherap AKBA ... dd 2.67 –0.11 ... 54.78 12.72 ArrayTech ARRY ... dd 22.72 –2.01 ... 37.76 6.20 BlackDiamond BDTX ... dd 6.33 –0.77 ... 3.09 0.96 CellebriteDIWt CLBTW ... ... 1.80 –0.31 ... 28.78 12.60 CrineticsPharm CRNX ... dd 24.40 –2.86 ...
34.87 17.66 AkeroTherap AKRO ... dd 21.13 –3.70 ... 37.18 8.87 Arrival ARVL ... ... 9.62 –0.88 ... 86.96 54.09 Blackbaud BLKB ... dd 77.51 –5.40 ... 34.71 8.17 Cellectis CLLS ... dd 8.69 –0.22 ... 46.65 17.64 Criteo CRTO ... 24 39.32 –1.53 ...
23.49 7.50 Akouos AKUS ... dd 7.73 –0.39 ... 38.24 27.82 ArrowFinancial AROW 2.9 11 35.38 –0.65 .26 154.61 98.06 BlackLine BL ... dd 110.68 –8.83 ... 10.31 3.55 CelyadOncology CYAD ... dd 3.67 –0.28 ... 10.07 9.92 CrixusBH3 BHACU ... ... 10.02 +0.04 ...
28.96 11.12 Akoya AKYA ... dd 12.20 –0.69 ... 93.66 56.95 ArrowheadPharm ARWR ... dd 72.02 +0.91 ... 4.47 2.59 BlackRockCapInvt BKCC 9.5 dd 4.23 –0.03 .10 26.90 10.71 CentessaPharm CNTA ... ... 11.60 –1.77 ... 183.88 58.28 Crocs CROX ... 15 168.04 –7.46 ...
108.67 71.35 Alarm.com ALRM ... 69 79.13 –3.95 ... 10.76 9.99 ArtemisStrat ARTEU ... ... 10.10 –0.02 ... 15.07 11.05 BlkRkTCPCap TCPC 8.9 5 13.49 –0.06 .30 14.00 6.76 Centogene CNTG ... dd 6.91 –2.08 ... 15.83 4.56 Cronos CRON ... dd 4.67 –0.26 ...
43.32 13.00 Alector ALEC ... dd 19.92 –1.47 ... 9.93 9.89 ArtemisStratInvt ARTE ... ... 9.93 ... ... 10.11 10.04 bleuacaciaUn BLEUU ... ... 10.05 –0.03 ... 62.91 36.53 CentralGarden CENT ... 17 51.01 –2.52 ... 29.45 8.43 CrossCtyHlthcr CCRN ... 17 27.52 –0.14 ...
13.65 9.54 AlgomaSteel ASTL ... ... 10.66 –0.09 ... 0.55 0.45 ArtemisStratInvtWt ARTEW ... ... .51 ... ... 10.30 10.07 BlockchainCoinI BCSAU ... ... 10.16 –0.08 ... 55.82 34.21 CentralGardenA CENTA ... 15 45.63 –2.62 ... 15.67 9.06 CrossFirstBkshs CFB ... 13 14.22 –0.59 ...
4.13 0.42 AlgomaSteelWt ASTLW ... ... 2.75 +0.17 ... 27.55 15.10 Arteris AIP ... ... 26.29 +2.19 ... 11.33 10.09 BlockchainMoon BMAQU ... ... 10.57 –0.13 ... 19.60 9.04 CenturyAluminum CENX ... dd 13.95 +0.06 ... 298.48 138.24 CrowdStrike CRWD ... dd 232.64 –24.99 ...
38.58 28.54 Alico ALCO 5.6 5 35.53 –0.57 .50 46.49 35.90 ArtesianRscs A ARTNA 2.5 24 42.75 –1.58 .2675 9.90 9.70 BlockchainMoonA BMAQ ... ... 9.79 –0.02 ... 32.90 16.29 CenturyTherap IPSC ... ... 17.20 –3.41 ... 22.55 8.53 CueHealth HLTH ... cc 11.45 +0.44 ...
737.45 468.14 AlignTech ALGN ... 68 634.22 –49.07 ... 108.47 23.42 Arvinas ARVN ... dd 78.32 –4.72 ... 0.41 0.27 BlockchainMoonRt BMAQR ... ... .35 –0.01 ... 6.90 2.50 Ceragon CRNT ... dd 2.75 –0.07 ... 59.85 17.64 CullinanOncology CGEM ... dd 18.22 –1.25 ...
28.59 15.00 AlignmentHlthcr ALHC ... dd 17.34 –4.41 ... 183.98 109.36 AscendisPharma ASND ... dd 143.82 –4.99 ... 0.68 0.28 BlockchainMoonWt BMAQW ... ... .53 –0.07 ... 139.00 74.10 Cerence CRNC ... 70 77.07 –26.99 ... 3.94 2.20 CumberlandPharm CPIX ... dd 2.23 –0.26 ...
37.51 13.30 AligosTherap ALGS ... dd 16.27 +0.27 ... 6.75 1.38 AslanPharm ASLN ... dd 1.53 –0.08 ... 32.81 17.01 BloominBrands BLMN ... 15 19.07 +0.26 ... 84.20 67.96 Cerner CERN 1.2 42 72.30 –0.44 .22 14.84 7.72 CumulusMedia CMLS ... dd 12.25 –0.43 ...
12.25 3.94 AlimeraSciences ALIM ... dd 5.28 –0.32 ... 12.80 3.05 AspenGroup ASPU ... dd 3.43 –0.70 ... 18.83 12.60 Blucora BCOR ... dd 17.25 –0.25 ... 45.48 23.75 Certara CERT ... dd 27.90 –2.58 ... 151.80 35.05 CureVac CVAC ... ... 44.18 +3.08 ...
49.32 24.01 AlkamiTech ALKT ... dd 27.67 –0.59 ... 169.22 122.29 AspenTech AZPN ... 30 145.16 –9.30 ... 28.90 15.86 BlueBird BLBD ... 43 22.14 –1.32 ... 8.87 4.67 Cerus CERS ... dd 6.98 –0.22 ... 17.40 1.09 Curis CRIS ... dd 5.10 –0.03 ...
33.00 18.02 Alkermes ALKS ... dd 22.47 –0.77 ... 7.02 2.19 AssemblyBiosci ASMB ... dd 2.35 +0.05 ... 15.29 12.32 BlueFoundryBncp BLFY ... ... 15.23 +0.15 ... 10.15 10.04 ChainBridgeI CBRGU ... ... 10.09 +0.01 ... 60.36 19.88 Cutera CUTR ... cc 39.86 –2.07 ...
157.98 75.41 Allakos ALLK ... dd 80.09 +0.19 ... 80.00 50.29 AstecIndustries ASTE .7 36 66.26 –3.12 .12 34.75 10.21 bluebirdbio BLUE ... dd 10.50 –0.20 ... 30.48 11.85 ChampionX CHX ... 55 20.27 –1.56 ... 29.00 12.50 CVRx CVRX ... dd 12.95 –0.27 ...
32.44 18.35 Allbirds BIRD ... dd 19.75 –4.65 ... 22.47 7.34 AstraSpace ASTR ... dd 11.27 +1.74 ... 20.46 2.22 BlueCity BLCT ... dd 2.23 –0.23 ... 24.21 16.80 ChangeHlthcr CHNG ... dd 20.73 +0.17 ... 201.68 105.50 CyberArkSoftware CYBR ... dd 174.88 –20.88 ...
45.91 31.45 AllegianceBcshs ABTX 1.1 12 42.81 –1.11 .12 6.50 1.15 AstraSpaceWt ASTRW ... ... 2.81 –0.08 ... 4.26 1.60 BlueknightEner BKEP 4.8 2 3.34 ... .04 81.63 60.53 ChangeHlthcrUn CHNGU 4.3 ... 69.19 +0.24 .75 49.10 20.81 CyberOptics CYBE ... 30 43.21 –2.76 ...
271.29 169.20 AllegiantTravel ALGT ... 28 174.59 –8.53 ... 64.21 46.48 AstraZeneca AZN 2.4 89 56.58 –0.08 .45 125.61 79.08 BlueprintMed BPMC ... dd 100.85 –8.07 ... 825.62 585.45 CharterComms CHTR ... 31 672.87 –9.47 ... 6.90 2.08 CyclerionTherap CYCN ... dd 2.45 +0.13 ...
36.85 22.05 AllegroMicro ALGM ... 92 30.93 –1.89 ... 47.82 6.20 AstriaTherap ATXS ... dd 6.98 +0.38 ... 43.07 7.58 BoltBiotherap BOLT ... dd 9.04 +0.42 ... 139.26 109.07 CheckPoint CHKP ... 18 110.32 –4.99 ... 7.77 3.39 CymaBayTherap CBAY ... dd 3.77 –0.10 ...
2.78 0.66 AllenaPharm ALNA ... dd .73 +0.03 ... 20.93 10.81 Astronics ATRO ... dd 11.42 –1.28 ... 2687.29 1860.73 BookingHldgs BKNG ... cc 2155.56 –184.43 ... 23.10 3.53 CheckmatePharm CMPI ... dd 3.58 –0.22 ... 89.92 61.64 CyrusOne CONE 2.3 cc 89.24 –0.13 .52
12.90 4.17 AllianceResource ARLP 7.7 8 10.41 +0.18 .20 18.52 9.77 AstroNova ALOT ... 15 17.92 +0.76 ... 55.09 36.05 Bottomline EPAY ... dd 45.98 –0.29 ... 65.81 34.64 Cheesecake CAKE ... cc 40.00 –1.50 ... 23.10 14.00 CyteirTherap CYT ... dd 14.74 –1.88 ...
62.35 45.99 AlliantEnergy LNT 2.8 22 56.74 –0.05 .4025 28.20 11.81 AtaraBiotherap ATRA ... dd 17.57 –0.73 ... 18.83 12.60 BowmanConsult BWMN ... dd 17.50 +0.26 ... 37.85 21.82 ChefsWarehouse CHEF ... dd 31.53 –1.04 ... 28.70 17.40 CytekBiosci CTKB ... cc 19.02 –0.46 ...
44.70 26.81 AlliedMotionTech AMOT .3 22 38.24 –1.58 .025 94.17 7.37 AteaPharm AVIR ... 30 8.14 +0.03 ... 25.01 5.90 BraggGaming BRAG ... dd 6.15 –0.38 ... 70.29 9.53 ChemoCentryx CCXI ... dd 36.28 –3.32 ... 42.87 16.05 Cytokinetics CYTK ... dd 39.03 –1.83 ...
39.12 12.90 AllogeneTherap ALLO ... dd 17.98 –0.83 ... 15.00 1.70 Athenex ATNX ... dd 1.81 –0.10 ... 11.77 5.82 Brainsway BWAY ... dd 7.35 –0.59 ... 49.50 33.00 ChemungFinl CHMG 2.7 8 45.31 –0.39 .31 10.05 4.28 CytomXTherap CTMX ... dd 6.75 –0.59 ...
21.04 9.60 Allot ALLT ... dd 11.47 –0.51 ... 34.79 8.88 AthiraPharma ATHA ... dd 13.94 –0.62 ... 98.78 71.01 Braze BRZE ... ... 73.51 –20.65 ... 69.40 40.00 ChesapeakeEner CHK 2.7 9 63.92 +2.18 .4375 12.00 7.51 CyxteraTech CYXT ... dd 9.86 –0.02 ...
48.96 16.66 AlloVir ALVR ... dd 18.25 –1.83 ... 15.97 2.02 AtlanticAmerican AAME .5 7 3.97 –0.14 .02 73.50 37.94 BridgeBioPharma BBIO ... dd 39.55 –3.10 ... 36.27 15.00 ChesapeakeWtC CHKEL ... ... 29.49 +0.70 ... 3.50 1.25 CyxteraTechWt CYXTW ... ... 2.25 –0.12 ...
19.01 13.05 AllscriptsHlthcr MDRX ... dd 16.59 –0.52 ... 30.17 13.97 AtlCapitalBcshs ACBI ... 12 27.95 –1.07 ... 21.80 11.35 BridgfordFoods BRID ... cc 11.64 –0.25 ... 47.72 13.91 ChickenSoupA CSSE ... dd 14.52 –0.79 ...
212.00
50.12
121.98
22.00
AlnylamPharm
Alpha&Omega
ALNY
AOSL
...
...
dd
17
188.53
43.10
+7.53
–1.53
...
...
42.45
48.49
29.73
31.61
AtlUnionBkshs
AtlanticaSust
AUB
AY
3.3
4.4
10
dd
33.63
38.75
–1.23
–1.71
.28
.435
25.26
56.90
9.20
32.88
Brightcove
BrighthouseFin
BCOV
BHF
...
...
59
dd
9.76
50.64
–0.55
–1.74
...
...
113.50
11.57
40.57
3.38
Children'sPlace
Chimerix
PLCE
CMRX
...
... dd
9 93.99
5.90
–9.11
–0.08
...
... D
30.89 16.90 AlphaTeknova TKNO ... dd 20.98 –4.04 ... 91.98 15.00 Atlanticus ATLC ... 10 62.73 –4.92 ... 20.39 10.63 BrilliantEarthA BRLT ... 7 16.61 –0.68 ... 2.59 1.32 ChinaIndex CIH ... ... 1.38 –0.02 ...
3019.33 1694.00 Alphabet A GOOGL ... 27 2843.66 –134.87 ... 95.00 50.22 AtlasAir AAWW ... 6 92.31 +2.65 ... 577.21 392.74 Broadcom AVGO 2.6 41 546.59 –22.13 3.60 27.47 7.75 Chindata CD ... dd 9.72 +0.35 ... 7.38 2.33 DBV Tech DBVT ... ... 3.00 –0.06 ...
3037.00 1699.00 Alphabet C GOOG ... 28 2856.12 –142.93 ... 15.40 4.95 AtlasTech ATCX ... dd 9.85 –0.23 ... 17.14 10.99 BrooklineBcp BRKL 3.1 11 15.90 –0.49 .125 21.68 10.48 ChinookTherap KDNY ... dd 15.38 –0.72 ... 40.50 23.16 DiceTherap DICE ... ... 32.99 –2.86 ...
19.36 9.30 Alphatec ATEC ... dd 10.57 –0.70 ... 483.13 198.80 Atlassian TEAM ... dd 391.54 –38.32 ... 80.67 3.59 BrooklynImmuno BTX ... dd 6.16 –0.66 ... 44.72 21.07 ChipMOSTechs IMOS 3.9 8 31.83 –2.06 1.5679 4.95 1.57 DIRTT Envl DRTT ... dd 2.47 –0.03 ...
16.37 7.87 AlpineImmune ALPN ... dd 11.43 –2.14 ... 20.29 4.18 Atreca BCEL ... dd 4.34 –0.72 ... 124.79 65.37 Brooks Auto BRKS .4 76 112.61 –6.92 .10 262.20 174.53 ChurchillDowns CHDN .3 41 230.62 –6.68 .667 47.05 28.53 DISH Network DISH ... 8 33.34 –0.24 ...
82.96 51.40 AltairEngg ALTR ... dd 74.16 –5.61 ... 89.18 42.50 AtriCure ATRC ... 75 71.01 –6.63 ... 92.35 50.13 Bruker BRKR .2 47 83.22 –0.60 .04 49.99 22.94 Chuy's CHUY ... 24 30.70 –1.23 ... 70.00 35.50 DMC Global BOOM ... cc 37.04 –1.05 ...
10.13 10.04 AltEnergyAcqn AEAEU ... ... 10.07 ... ... 805.62 571.17 Atrion ATRI 1.1 42 735.20 –23.24 1.95 50.29 29.15 BrynMawrBank BMTC 2.5 13 45.51 –3.07 .28 3.15 1.31 CidaraTherap CDTX ... dd 1.47 –0.03 ... 15.23 2.67 D-MarketElec HEPS ... ... 2.70 –0.54 ...
24.61 8.10 Altimmune ALT ... dd 10.42 –0.13 ... 50.48 32.94 AuburnNatlBncp AUBN 3.1 15 33.90 +0.85 .26 84.80 33.29 Bumble BMBL ... 13 33.83 –2.55 ... 128.87 77.61 Cimpress CMPR ... dd 79.40 –0.43 ... 10.28 10.02 DPCapAcqnI DPCSU ... ... 10.05 –0.01 ...
14.76 5.61 AltisourcePortf ASPS ... dd 12.00 –1.00 ... 37.35 25.90 AudioCodes AUDC .9 34 34.95 –0.72 .17 17.70 6.96 BurgerFiIntl BFI ... dd 7.37 –0.13 ... 127.25 75.50 CincinnatiFin CINF 2.1 8 117.27 –1.54 .63 22.00 13.42 DSP Group DSPG ... dd 21.97 +0.02 ...
Nasdaq Issues
52-Week
High Low Name
Tick Div
52-Week
High Low Name
Tick Div
52-Week
High Low Name
Tick Div
Sym Yld P/E Last Chg. Amt. FIVE-DAY NASDAQ COMPOSITE
36.26 20.70 DXP Ents DXPE ... dd 29.29 –2.69 ... 19.93 4.87 EveloBiosci EVLO ... dd 8.51 –1.15 ... 27.20 8.30 Funko FNKO ... 16 16.97 –0.61 ...
61.27
7.23
17.57
4.36
DadaNexus
Daktronics
DADA
DAKT
...
...
dd
30
22.79
4.77
–0.68
–0.22
...
...
8.30
178.98
1.90
105.23
Ever-Glory
Everbridge
EVK
EVBG
...
...
31
dd
2.96
113.82
–0.10
–1.60
...
...
48.50
13.69
9.48
5.69
FusionFuelGreen
FusionPharm
HTOO
FUSN
...
...
...
dd
11.15
6.13
–0.94
+0.13
...
...
Tech Tumbles. The Nasdaq Composite fell on fears that the Fed would
12.64
199.68
5.56
69.73
DallasNews
Datadog
DALN
DDOG
9.8
...
dd
dd
6.54
181.25
+0.19
–11.35
.16
...
23.41
54.96
14.87
12.04
EverCommerce
EverQuote
EVCM
EVER
...
...
dd
dd
16.62
13.77
–1.81
–1.22
...
...
204.25 36.63 Futu FUTU ... 21 49.73 –4.87 ... raise rates, then got hit by news of the new variant, skidding 3.5%. Vac-
51.73
7.45
23.96
1.33
Dave&Buster's
DAVIDsTEA
PLAY
DTEA
...
...
dd
2
34.11
3.90
–2.31
+0.01
...
...
13.98
24.34
4.30
7.17
EverspinTech
EVgo
MRAM
EVGO
...
...
dd
dd
11.82
13.69
–0.38
–1.03
...
... G cine maker Moderna rose nearly 18%.
4.47 1.83 DawsonGeophys DWSN ... dd 2.32 ... ... 8.33 1.30 EVgoWt EVGOW ... ... 4.68 –0.48 ...
28.70 17.19 DayOneBiopharm DAWN ... dd 18.30 –1.81 ... 10.24 1.90 Evogene EVGN ... dd 2.03 –0.10 ... 14.24 1.55 GBS GBS ... dd 1.88 +0.13 ... Monday Tuesday Wednesday Thursday Friday
24.39 6.18 DecibelTherap DBTX ... cc 7.28 –0.17 ... 17.38 3.06 Evolus EOLS ... dd 5.70 –0.68 ... 15.36 9.00 GCM Grosvenor GCMG 2.9 dd 11.44 –0.32 .10 16160
7.93 2.39 0.82 GCMGrosvenorWt GCMGW ... ... 1.97 ... ...
62.97
10.11
50.30
10.03
27.86
DecipheraPharm
DeepMedicine
DefinitiveHlthcr
DCPH
DMAQU
DH
...
...
...
dd
...
dd
8.07
10.08
29.91
–0.43
...
–4.85
...
...
...
26.57
24.67
10.15
15.06
10.13
10.00
Evotec
Exagen
ExcelFinAcqn
EVO
XGN
XFINU
...
...
...
dd
7
...
23.73
11.02
10.09
+0.07
–1.08
...
...
...
...
116.76
30.43
49.16
12.38
GDS Holdings
GH Research
GDS
GHRS
...
...
dd
...
55.55
22.19
+0.53
–3.62
...
...
(Prev Fri's
Close)
H
43.81
93.94
69.54
91.39
49.21
55.63
DenaliTherap
DentsplySirona
Descartes
DNLI
XRAY
DSGX
...
.9
...
cc
26
99
45.02
49.79
83.12
–2.09
–2.90
–6.86
...
.11
...
25.77
54.86
138.98
16.19
38.35
76.39
Exelixis
Exelon
ExlService
EXEL
EXC
EXLS
...
2.9
...
33
31
37
17.06
53.43
128.48
–0.97
–0.18
–8.56
...
.3825
...
37.07
239.90
8.30
11.98
76.01
4.70
G1Therapeutics
GRAVITY
GSI Tech
GTHX
GRVY
GSIT
...
...
...
dd
dd
8
13.00
80.10
5.65
–0.32
–4.49
–0.25
...
...
...
15970 O
50.50
8.99
12.52
0.19
DesignTherap
DestinationXL
DSGN
DXLG
...
...
dd
13
17.78
7.90
–2.73
–0.50
...
...
90.00
191.85
22.52
118.30
eXpWorld
Expedia
EXPI
EXPE
.4
...
79
dd
36.70
159.80
–2.96
–15.36
.04
...
15.06
17.93
8.67
6.50
Gaia
GainTherap
GAIA
GANX
...
...
91
dd
9.05
7.85
–0.38
–0.42
...
... L
5.60 2.76 Deswell DSWL 4.2 9 4.76 –0.04 .10 132.28 87.95 ExpeditorsIntl EXPD .9 18 123.89 –4.90 .58 129.03 47.87 Galapagos GLPG ... dd 48.84 –2.62 ...
659.45
234.84
312.01
135.57
DexCom
DiamondHillInvt
DXCM
DHIL
...
2.0
cc
9
591.96
198.81
–49.22
–20.28
...
19.00
51.06
127.61
37.48
81.00
Expensify
Exponent
EXFY
EXPO
...
.7
cc
61
48.54
116.71
+5.49
–8.42
...
.20
16.72
12.99
2.84
1.40
Galecto
GaleraTherap
GLTO
GRTX
...
...
dd
dd
2.98
1.47
–0.02
–0.08
...
...
15780 I
117.71 39.30 DiamondbkEner FANG 1.9 56 107.48 +5.31 .50 30.38 19.03 Exscientia EXAI ... dd 19.84 –0.71 ... 16.97 6.56 Gambling.com GAMB ... ... 11.63 –0.74 ...
40.14
25.63
19.06
16.33
DicernaPharma
DigiIntl
DRNA
DGII
...
...
dd
75
37.99
22.59
+0.07
–1.19
...
...
13.90
21.50
5.55
4.00
ExtremeNetworks
EyePointPharm
EXTR
EYPT
...
...
74
dd
13.00
16.53
–0.45
–0.71
...
...
15.00
51.46
2.68
39.08
GamidaCell
Gaming&Leisure
GMDA
GLPI
...
5.9
dd
18
2.76
45.55
–0.14
–0.86
...
.67
D
178.81 113.59 Garmin GRMN 1.9 24 139.39 –3.41 .67 15590
58.74
10.29
22.11
10.09
Digimarc
DigitalHealth
DMRC
DHACU
...
...
dd
...
39.68
10.20
–7.60
+0.03
...
...
8.80 4.34 Ezcorp EZPW ... 49 7.57 –0.53 ...
8.90 4.09
2.82
GarrettMotion GTX ... 11 7.48 –0.03 ... A
143.53 9.98 DigitalWorldAcqn DWACU ... ... 50.20 –10.54 ...
F 19.09 GeminiTherap GMTX ... dd 2.92 –0.31 ...
175.00
79.22
38.35
9.84
0.40
22.23
DigitalWorldA
DigitalWorldWt
DimeCommBcshs
DWAC
DWACW
DCOM
...
...
2.7
...
...
19
43.10
14.00
35.15
–8.11
–4.02
–1.11
...
...
.24 97.88 63.29 FARO Tech FARO ... 68 71.99 –4.04 ...
15.75
55.72
31.54
10.84
17.01
10.28
GencorIndustries
GenerationBio
Genetron
GENC
GBIO
GTH
...
...
...
31
dd
dd
11.73
17.41
10.75
–0.75
–2.12
–1.25
...
...
... 15400
-202.68 -79.62 +70.09 Y -353.57
113.98 64.86 Diodes DIOD ... 25 103.91 –6.12 ... 239.12 160.85 F5 FFIV ... 42 226.25 –5.69 ... 7.19 3.30 Genfit GNFT ... dd 3.35 –0.16 ... 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm
150.72 30.03 DiscoveryB DISCB ... 21 40.00 +0.20 ... 9.99 2.80 FGFinancial FGF ... dd 3.60 +0.03 ... 49.07 30.10 Genmab GMAB ... 56 39.18 –2.29 ...
78.14 23.40 DiscoveryA DISCA ... 13 24.72 –0.54 ... 65.00 42.44 FRP Holdings FRPH ... 19 57.72 –2.18 ... 37.90 30.40 Gentex GNTX 1.3 21 35.58 –1.06 .12
66.70 22.51 DiscoveryC DISCK ... 13 24.22 –0.51 ... 10.12 10.07 FTACZeusAcqnUn ZINGU ... ... 10.07 –0.03 ... 89.59 55.85 Gentherm THRM ... 26 83.94 –1.58 ...
18.61 12.98 Diversey DSEY ... ... 13.67 +0.16 ... 15.46 6.22 FTC Solar FTCI ... dd 8.75 –0.83 ... 12.40 5.90 GeospaceTech GEOS ... dd 8.89 +0.04 ...
2.79 13.97 0.70 FangddNetwork DUO ... dd .72 –0.14 ... 51.11 31.06 GermanAmerBncp GABC 2.1 12 40.21 –1.45 .21
5.58
6.98 1.96
DiversifiedHlthcr
DixieGroup
DHC
DXYN
1.4
...
dd
10
2.85
6.52
–0.33
+0.58
.01
... 18.80 10.53 Fanhua FANH 5.2 14 13.20 –1.10 .15 2.36 1.20 Geron GERN ... dd 1.47 –0.07 ... NOTICE TO READERS:
73.43 29.57 dLocal DLO ... ... 33.69 –3.38 ... 20.75 5.86 FaradayFuture FFIE ... dd 6.17 –1.71 ... 10.20 9.86 GesherIAcqn GIACU ... ... 10.07 +0.04 ...
92.75 37.21 Docebo DCBO ... dd 71.89 –5.14 ... 13.08 3.67 FarmerBros FARM ... dd 6.85 –0.42 ... 10.03 9.71 GesherIAcqnA GIAC ... ... 9.78 –0.01 ... Sign up for the Weekly Market Lab Newsletter: barrons.com/newsletters
314.76 179.49 DocuSign DOCU ... dd 249.63 –13.71 ... 61.76 43.37 Fastenal FAST 1.9 39 60.11 –0.92 .28 0.94 0.50 GesherIAcqnWt GIACW ... ... .64 +0.08 ...
5.71 1.30 Dogness DOGZ ... 89 4.90 –0.11 ... 10.14 9.95 FatProjectsAcqn FATPU ... ... 10.14 +0.04 ... 4.32 1.20 GetnetAdquirencia GET ... ... 1.23 –0.14 ...
149.37 84.26 DollarTree DLTR ... 22 141.11 +6.15 ... 121.16 48.31 FateTherap FATE ... dd 52.52 –3.45 ... 103.02 60.28 GibraltarInds ROCK ... 41 72.40 –2.76 ...
98.35 35.41 Domo DOMO ... dd 72.81 –11.65 ... 8.80 1.62 FedNat FNHC ... dd 1.69 –0.40 ... 35.80 20.22 GIIIApparel GIII ... 12 30.71 –1.25 ... Please visit the Market Lab home page on barrons.com under Data.
16.48 13.35 DonegalGroup A DGICA 4.6 12 13.97 –0.17 .16 57.21 9.88 FibroGen FGEN ... dd 12.17 –0.04 ... 22.69 5.80 GilatSatellite GILT 14.7 7 6.75 –0.43 .63
16.36 11.81 DonegalGroup B DGICB 4.5 12 12.75 –0.11 .1425 70.97 43.69 FidelityD&D FDBC 2.5 13 51.79 –1.63 .33 73.34 56.56 GileadSciences GILD 4.0 12 70.27 +1.58 .71
20.89 10.76 DorchesterMnls DMLP 8.4 13 18.33 +0.51 .5076 7.71 2.50 FieldTripHealth FTRP ... dd 4.14 –0.26 ... 137.00 91.05 GitLab GTLB ... dd 95.99 –16.02 ...
122.96 86.22 DormanProducts DORM ... 27 113.90 –4.08 ... 18.52 8.95 FiestaRestaurant FRGI ... dd 9.39 –0.77 ... 67.35 40.61 GlacierBancorp GBCI 2.3 17 55.62 –3.04 .32 www.barrons.com/market-data/market-lab
18.50 15.13 DoubleDown DDI ... 11 15.61 –0.57 ... 45.92 25.27 FifthThirdBncp FITB 2.8 12 42.48 –1.07 .30 12.58 8.34 GladstoneCap GLAD 6.6 5 11.90 ... .065
20.54 2.67 DouYuIntl DOYU ... dd 2.78 –0.30 ... 79.00 48.41 51job JOBS ... 33 54.19 +3.86 ... 23.49 17.46 GladstoneComm GOOD 6.9 cc 21.83 –0.66 .1253
74.38 34.42 DraftKings DKNG ... dd 36.04 –0.10 ... 33.65 19.94 FinInstitutions FISI 3.5 7 31.09 –0.82 .27 17.10 9.71 GladstoneInvt GAIN 5.4 5 16.79 –0.02 .075
36.60 15.25 DreamFinders DFH ... 16 17.41 –0.51 ... 22.50 11.56 FinchTherap FNCH ... ... 16.77 +0.02 ... 29.04 14.17 GladstoneLand LAND 1.9 dd 28.14 –0.02 .0452 52-Week Tick Div 52-Week Tick Div
35.56 22.26 DrivenBrands DRVN ... cc 30.97 –0.42 ... 10.27 10.08 FinnovateAcqn FNVTU ... ... 10.19 +0.02 ... 52.49 25.11 GlbBloodTherap GBT ... dd 29.25 –2.16 ... High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
33.00 19.19 Dropbox DBX ... dd 24.34 –0.69 ... 10.26 10.05 FintechEcosys FEXDU ... ... 10.22 ... ... 83.77 24.22 Global-EOnline GLBE ... ... 62.89 –1.99 ...
59.40 27.60 DuckCreekTech DCT ... dd 28.98 +0.91 ... 14.60 11.90 FinWiseBancorp FINW ... ... 12.78 +0.05 ... 31.98 24.82 GlobalIndemnity GBLI 1.7 81 26.25 ... .25 54.04 36.71 HeartlandFinUSA HTLF 2.2 10 48.63 –2.06 .27 301.72 168.76 Icon ICLR ... 69 272.00 –14.20 ...
20.78 10.31 DuluthHoldings DLTH ... 15 14.64 –0.91 ... 24.73 17.58 FirstAdvantage FA ... ... 17.91 –0.60 ... 10.40 10.03 GlblTechAcqnI GTACU ... ... 10.09 ... ... 50.03 25.99 Heidrick&Strug HSII 1.4 13 42.93 –2.19 .15 49.99 20.07 Icosavax ICVX ... dd 27.55 –0.52 ...
205.00 116.55 Duolingo DUOL ... dd 122.58 –13.38 ... 50.92 31.08 FirstBancorpNC FBNC 1.7 12 45.91 –2.02 .20 21.25 12.88 GlobalWaterRscs GWRS 1.6 cc 18.40 –0.49 .0243 265.97 199.73 HelenofTroy HELE ... 28 244.49 –3.98 ... 28.24 11.57 iHeartMedia IHRT ... dd 20.60 –1.64 ...
32.32 13.50 DyneTherap DYN ... dd 14.71 –1.08 ... 32.63 23.40 FirstBancorp FNLC 4.2 10 30.40 –0.16 .32 28.68 25.02 GlbXBlockchain&Bit BITS ... ... 25.28 –2.06 ... 20.99 10.05 HelloGroup MOMO .0 9 12.49 –0.61 .62 37.61 9.63 IkenaOncology IKNA ... dd 15.26 –0.19 ...
42.89 27.25 FirstBancshares FBMS 1.6 13 39.15 –1.72 .16 69.57 44.48 GlobalFoundries GFS ... ... 67.29 +5.18 ... 14.44 7.85 HemisphereMedia HMTV ... 15 8.41 –0.90 ... 555.77 304.01 Illumina ILMN ... 61 369.79 –9.55 ...
1.72
E 15.90
28.60
8.78
19.91
FirstBank
FirstBusey
FRBA
BUSE
1.6
3.5 12
9 15.00
26.62
–0.39
–0.93
.06
.23
4.40
19.49 9.11
GlycoMimetics
Gogo
GLYC
GOGO
...
...
dd
dd
1.79
13.02
–0.09
–0.76
...
...
12.50
10.36
8.11
9.85
HennessyAdvsrs
HennessyCapVI
HNNA
HCVIU
5.0
...
11
...
11.11
10.02
+0.11
...
.1375
...
35.68
29.92
14.99
3.06
ImagoBioSci
Imara
IMGO
IMRA
...
...
dd
dd
23.50
3.28
–0.30
–0.02
...
...
31.89 17.56 FirstBusFinSvcs FBIZ 2.5 8 29.11 –0.92 .18 16.37 3.35 GoHealth GOCO ... dd 3.56 –0.06 ... 11.03 9.59 HennessyCapInvVI HCVI ... ... 9.74 ... ... 10.48 3.93 iMediaBrands IMBI ... dd 6.93 –0.24 ...
3.29 0.50 ECMOHO MOHO ... dd .53 –0.04 ... 915.40 526.25 FirstCitizBcshA FCNCA .2 15 836.14 +17.21 .47 15.12 8.42 GolarLNG GLNG ... 4 12.15 –0.47 ... 0.90 0.75 HennessyCapInvVIWt HCVIW ... ... .85 +0.10 ... 16.64 5.60 Immersion IMMR ... 9 5.70 –0.46 ...
10.68 3.85 EDAP TMS EDAP ... cc 5.55 +0.17 ... 36.73 20.86 FstCmntyBcsh FCBC 3.2 11 33.59 –1.51 .27 54.86 16.40 GoldenEnt GDEN ... 13 48.94 –1.19 ... 83.45 60.70 HenrySchein HSIC ... 17 73.64 –2.50 ... 33.99 16.06 Immuneering IMRX ... dd 22.54 –2.32 ...
10.38 10.04 EsgenAcqn ESACU ... ... 10.17 +0.06 ... 25.93 14.65 1stConstBncp FCCY 1.6 12 24.62 –0.14 .10 27.18 10.10 GoldenNugget GNOG ... dd 12.99 –0.07 ... 12.65 8.40 HeritageCommerce HTBK 4.7 15 11.15 –0.54 .13 28.21 6.96 Immunic IMUX ... dd 8.61 –0.76 ...
18.23 14.01 ESSA Bancorp ESSA 2.8 10 17.29 +0.04 .12 4.89 3.25 FirstEagleAltCap FCRD 8.4 7 4.75 +0.02 .10 12.17 4.08 GoldenOcean GOGL 24.1 8 8.85 +0.91 .85 36.29 18.86 HeritageCrystal HCCI ... 16 33.51 –0.12 ... 45.42 5.78 ImmunityBio IBRX ... dd 6.50 +0.07 ...
31.99 20.07 EVO Payments EVOP ... dd 20.95 –0.13 ... 26.62 15.98 FirstFinBncpOH FFBC 3.9 11 23.88 –0.93 .23 16.22 13.58 GolubCapital GBDC 7.7 7 15.01 –0.25 .29 30.86 21.70 HeritageFin HFWA 3.5 8 23.85 –1.09 .21 61.99 27.77 Immunocore IMCR ... dd 36.38 –1.72 ...
26.13 19.82 EagleBncpMT EBMT 2.3 8 22.21 –0.10 .125 55.00 33.27 FirstFinBkshs FFIN 1.2 31 50.67 –2.59 .15 59.67 26.66 GoodRx GDRX ... dd 36.82 –3.17 ... 46.00 14.15 HertzGlobal HTZ ... dd 23.87 +3.04 ... 10.88 4.74 Immunogen IMGN ... dd 4.81 –0.24 ...
56.47 17.08 EagleBulkShip EGLE 20.0 6 40.03 +2.41 2.00 47.00 37.70 FirstFinIN THFF 2.4 10 43.80 –0.72 .10 24.89 9.95 Goodyear GT ... 20 20.62 –1.22 ... 23.50 5.97 HertzGlobalWt HTZWW ... ... 15.63 +1.88 ... 33.34 5.05 ImmunoPrecise IPA ... dd 6.42 +0.88 ...
58.25 36.48 EaglePharm EGRX ... cc 48.10 –1.37 ... 17.25 10.61 FirstFinNW FFNW 2.6 13 16.83 –0.05 .11 181.30 78.86 GooseheadIns GSHD .0 cc 135.15 +4.16 1.63 101.65 40.17 Hibbett HIBB 1.1 8 87.98 –9.11 .25 53.61 6.68 Immunovant IMVT ... dd 7.77 –0.45 ...
76.75 5.29 Eargo EAR ... dd 5.67 –0.60 ... 29.41 17.63 FirstFoundation FFWM 1.4 11 26.41 –1.66 .09 13.79 6.82 GoPro GPRO ... 5 10.27 –0.90 ... 21.82 4.73 HighPeakEner HPK .7 97 14.13 +0.59 .025 7.95 1.83 Immutep IMMP ... dd 3.40 –0.41 ...
87.77 42.51 EastWestBncp EWBC 1.7 14 77.92 –3.27 .33 23.59 15.33 FirstGuarBcshs FGBI 3.2 9 22.25 –0.59 .16 14.30 7.04 GossamerBio GOSS ... dd 10.65 –0.92 ... 8.90 0.88 HighPeakEnerWt HPKEW ... ... 4.50 ... ... 34.75 6.90 ImpelNeuro IMPL ... dd 9.60 –1.23 ...
23.03 14.34 EasternBankshares EBC 1.6 46 20.05 –1.16 .08 30.80 21.82 FirstHawaiian FHB 3.9 13 26.81 –0.66 .26 33.70 5.86 GracellBiotech GRCL ... dd 7.07 –1.76 ... 13.46 9.60 HillmanSolns HLMN ... dd 10.72 +0.26 ... 85.13 35.23 Impinj PI ... dd 74.22 –7.55 ...
33.96 21.11 Eastern EML 1.8 18 24.86 +0.36 .11 46.94 24.45 FirstInternetBncp INBK .5 9 43.82 –0.52 .06 115.96 73.77 GrandCanyonEduc LOPE ... 13 75.52 –2.08 ... 3.62 1.00 HillmanSolnsWt HLMNW ... ... 3.05 +0.46 ... 127.42 62.12 InariMedical NARI ... cc 81.49 –6.54 ...
13.70 1.50 EbangIntl EBON ... ... 1.52 –0.25 ... 51.24 37.23 FirstInterBanc FIBK 4.0 13 40.59 –2.83 .41 34.00 8.11 GraphiteBio GRPH ... dd 9.56 –1.53 ... 17.88 5.80 HimaxTechs HIMX 2.6 5 9.92 –0.08 .262 101.47 61.91 Incyte INCY ... 28 68.38 +3.87 ...
81.19 48.67 eBay EBAY 1.0 4 72.47 –2.16 .18 50.65 33.13 FirstMerchants FRME 2.9 11 40.59 –1.01 .29 35.18 2.60 GraybugVision GRAY ... dd 2.70 –0.31 ... 404.00 210.76 HinghamSvg HIFS .5 13 400.65 +4.34 .75 99.85 66.84 IndependentBank INDB 2.4 18 81.69 –3.04 .48
64.14 22.39 Ebix EBIX .9 13 31.63 –3.04 .075 45.84 30.05 FirstMidBcshs FMBH 2.1 15 42.00 –1.31 .22 4.12 3.01 GreatElmCap GECC 11.7 44 3.43 –0.04 .10 21.24 11.99 HollysysAuto HOLI ... 13 15.37 –0.52 ... 24.73 16.96 IndepBankMI IBCP 3.7 7 22.62 –0.64 .21
30.90 19.75 EchoStar SATS ... 17 28.31 –0.37 ... 24.28 13.93 FirstMidwestBncp FMBI 2.7 13 20.64 +0.08 .14 4.85 1.78 GreatElm GEG ... dd 1.84 –0.13 ... 85.00 60.10 Hologic HOLX ... 11 76.83 +1.50 ... 80.71 55.92 IndependentBank IBTX 2.0 13 70.52 –0.80 .36
40.49 13.60 EdgewiseTherap EWTX ... ... 20.38 +0.44 ... 19.25 13.70 FirstNWBncp FNWB 1.5 12 18.22 –0.83 .07 16.28 10.88 GreatLakesDredge GLDD ... 29 15.31 –0.56 ... 43.84 27.14 HomeBancorp HBCP 2.3 7 40.60 –1.76 .23 28.66 21.01 IndLogistics ILPT 6.0 15 21.83 –1.43 .33
99.95 29.35 EditasMedicine EDIT ... dd 32.37 –2.98 ... 123.13 67.71 FirstSolar FSLR ... 25 105.92 –2.45 ... 60.55 45.39 GreatSouthernBncp GSBC 2.5 10 56.52 –1.18 .36 10.24 9.81 HomePlateAcqn HPLTU ... ... 9.98 +0.05 ... 11.51 7.23 Infinera INFN ... dd 8.16 –0.50 ...
19.50 8.98 EducDev EDUC 4.3 7 9.35 –0.51 .10 51.20 37.13 1stSource SRCE 2.7 10 46.74 –2.47 .31 44.27 11.91 GreenPlains GPRE ... dd 38.18 –2.15 ... 13.15 3.72 HomePtCap HMPT 4.1 2 3.91 –0.02 .04 5.98 1.48 InfinityPharm INFI ... dd 2.18 –0.10 ...
129.80 11.86 EHang EH ... dd 21.93 –1.03 ... 20.50 15.28 FirstUnited FUNC 3.0 8 19.69 –0.08 .15 16.02 7.63 GreenPlainsPtrs GPP 12.4 8 14.01 –0.23 .435 53.83 31.80 HomeStreet HMST 2.0 10 50.52 –2.07 .25 6.88 2.23 InflaRx IFRX ... dd 5.08 +0.32 ...
93.19 21.96 eHealth EHTH ... dd 23.06 –1.28 ... 25.46 18.75 FirstWatchRest FWRG ... ... 20.37 –0.77 ... 10.15 9.91 GreenVisorI GVCIU ... ... 10.03 –0.05 ... 32.28 16.85 HomeTrustBcshs HTBI 1.2 25 30.18 –1.29 .09 9.70 2.83 InfoSvcsGrp III 1.4 32 8.30 –1.21 .03
13.49 5.82 EigerBioPharma EIGR ... dd 6.52 –0.89 ... 32.00 16.40 FirstWesternFin MYFW ... 11 30.90 –0.44 ... 519.04 16.35 GreenidgeGen GREE ... ... 19.18 –1.66 ... 15.24 5.00 HomologyMed FIXX ... dd 5.22 +0.05 ... 80.77 36.98 InglesMarkets IMKTA .9 7 77.48 +0.26 .165
28.28 13.42 89bio ETNB ... dd 13.55 –2.34 ... 97.04 54.85 FirstCash FCFS 1.9 20 64.12 –4.06 .30 8.73 1.22 Greenlane GNLN ... dd 1.26 –0.17 ... 23.88 7.60 Honest HNST ... dd 8.39 –0.06 ... 50.97 14.27 Inhibrx INBX ... dd 38.33 –4.99 ...
21.96 13.01 ElPolloLoco LOCO ... 17 13.47 –0.94 ... 7.37 4.02 FirsthandTechVal SVVC ... 8 4.36 –0.16 ... 9.71 6.60 GreenlightCapRe GLRE ... 7 6.95 –0.13 ... 236.86 194.55 Honeywell HON 1.9 27 208.21 –10.28 .98 99.27 19.57 InMode INMD ... 57 84.00 –4.58 ...
162.77 116.60 ElbitSystems ESLT 1.3 25 146.78 –5.26 .46 202.78 127.61 FirstService FSV .4 68 193.69 –2.19 .1825 12.63 4.02 GreenSky GSKY ... 20 11.51 +0.07 ... 42.90 24.67 HookerFurnishings HOFT 2.9 8 25.07 –0.98 .18 11.95 3.02 InnatePharma IPHA ... dd 4.80 –0.21 ...
15.30 6.43 ElcLastMile ELMS ... dd 7.95 –0.49 ... 127.34 92.06 Fiserv FISV ... 51 98.25 –1.81 ... 20.49 10.86 Grifols GRFS 4.4 9 10.91 –0.97 .4562 16.61 9.45 HopeBancorp HOPE 3.8 10 14.69 –0.51 .14 11.25 3.91 Innodata INOD ... cc 6.60 –0.64 ...
4.07 1.17 ElcLastMileWt ELMSW ... ... 1.77 –0.13 ... 237.86 152.37 FiveBelow FIVE ... 45 204.74 –10.62 ... 19.49 3.26 GrindrodShipping GRIN 19.8 dd 14.51 +0.24 .72 21.13 14.25 HorizonBancorp HBNC 3.0 10 19.86 –0.37 .15 107.73 81.04 Innospec IOSP 1.4 23 83.19 –4.14 .59
3.63 0.72 electroCore ECOR ... dd .76 ... ... 211.68 131.70 Five9 FIVN ... dd 141.99 –8.01 ... 35.20 2.86 Gritstone GRTS ... dd 11.12 –0.06 ... 19.08 12.23 HorizonTechFin HRZN 7.1 12 16.88 –0.10 .10 27.18 6.20 InnovAge INNV ... 76 7.61 –0.80 ...
150.30 122.41 ElectronicArts EA .5 46 125.97 –6.42 .17 33.62 21.91 FiveStarBncp FSBC 2.0 ... 29.52 –1.33 .15 46.58 21.01 GroceryOutlet GO ... 35 28.52 +0.70 ... 120.54 66.41 HorizonTherap HZNP ... 45 104.50 –2.69 ... 10.15 10.05 InnovativeIntl IOACU ... ... 10.09 –0.01 ...
16.22 6.30 ElevationOnc ELEV ... dd 6.52 –0.91 ... 20.04 15.51 Flex FLEX ... 9 17.56 –0.22 ... 64.69 20.76 Groupon GRPN ... 7 22.89 –1.20 ... 19.02 13.16 HostHotels HST ... dd 16.43 –0.62 ... 8.24 5.34 InnovSolSuprt ISSC .0 24 6.74 +0.09 .50
29.69 13.51 EliemTherap ELYM ... ... 13.76 –4.07 ... 51.13 25.83 Flexsteel FLXS 2.1 9 28.47 –0.53 .15 60.53 45.08 GrAeroportuario OMAB ... 22 47.27 –3.58 ... 17.93 2.86 HoughtonMifflin HMHC ... dd 16.04 –0.22 ... 18.97 10.18 Innoviva INVA ... 5 16.92 –0.13 ...
6.77 0.63 EloxxPharm ELOX ... dd .69 +0.01 ... 39.40 32.00 FluenceEnergy FLNC ... ... 34.37 –1.43 ... 41.28 26.05 GuarantyBcshrs GNTY 2.1 11 37.54 –1.03 .20 64.53 39.01 Huazhu HTHT ... cc 39.67 –8.54 ...
10.30 7.10 EmbarkTech EMBK ... 77 7.98 –0.01 ... 8.50 1.89 Fluent FLNT ... dd 2.01 –0.19 ... 33.69 15.31 GuarFedBcsh GFED 1.9 15 31.69 –0.98 .15 86.99 52.35 HubGroup HUBG ... 25 81.75 –1.82 ... 82.35 31.34 Inogen INGN ... 65 31.88 –1.27 ...
2.20 0.86 EmbarkTechWt EMBKW ... ... 1.53 –0.04 ... 7.51 3.71 Fluidigm FLDM ... dd 4.69 +0.20 ... 181.07 91.19 GuardantHealth GH ... dd 106.92 +9.34 ... 30.99 9.99 HudsonGlobal HSON ... 37 29.31 –1.48 ... 19.00 5.81 InovioPharma INO ... dd 7.25 –0.10 ...
10.87 3.96 Emcore EMKR ... 13 7.68 –0.04 ... 25.22 14.19 FlushingFin FFIC 3.5 11 23.75 –0.21 .21 5.30 2.92 GulfIslandFab GIFI ... dd 4.04 +0.02 ... 13.85 1.60 HuizeHolding HUIZ ... dd 1.63 –0.12 ... 29.46 7.66 InozymePharma INZY ... dd 8.00 –1.35 ...
24.00 19.25 Enact ACT .0 ... 21.40 –1.62 1.23 57.41 27.63 Flywire FLYW ... dd 41.53 –0.18 ... 7.74 3.80 Gulf Resources GURE ... cc 6.00 +0.01 ... 17.45 8.61 Humacyte HUMA ... dd 10.98 +0.03 ... 21.93 5.94 Inseego INSG ... dd 6.65 –0.51 ...
102.00 40.32 EnantaPharma ENTA ... dd 91.89 +16.56 ... 69.13 38.58 FocusFinPtrs FOCS ... cc 65.52 –2.63 ... 5.60 0.70 HumacyteWt HUMAW ... ... 3.36 –0.15 ... 107.86 71.00 InsightEnt NSIT ... 17 100.71 –2.17 ...
45.44 22.00 Insmed INSM ... dd 28.93 –1.53 ...
60.75
151.64
29.21
51.36
EncoreCapital
EncoreWire
ECPG
WIRE
...
.1
6
7
59.11
138.78
+0.19
–5.92
...
.02
10.26
28.27
10.05
8.01
FocusImpact
FoghornTherap
FIACU
FHTX
...
...
...
dd
10.12
13.61
+0.04
–0.07
...
... H 202.71
16.91
133.36
12.00
JBHunt
HuntingtonBcshs
JBHT
HBAN
.6
4.0
31
17
194.57
15.37
+0.31
–0.65
.30
.155 29.49
324.81
14.42
218.28
InstilBio
Insulet PODD
TIL ...
...
dd
dd
20.37
295.39
–1.87
–5.61
...
...
10.89 1.94 EndoIntl ENDP ... 20 5.83 –0.37 ... 56.33 16.14 FormaTherap FMTX ... dd 16.33 –1.20 ... 38.83 28.60 Hurco HURC 1.8 cc 31.76 –0.28 .14
10.23 10.10 EnergemUn ENCPU ... ... 10.20 +0.02 ... 52.39 32.69 FormFactor FORM ... 42 41.12 –1.85 ... 50.69 26.36 H&E Equipment HEES 2.5 47 44.44 –0.91 .275 61.99 42.92 HuronConsulting HURN ... 40 47.58 –2.02 ... 40.91 22.50 Intapp INTA ... dd 27.48 –1.24 ...
24.99 10.62 EnergyRecovery ERII ... cc 21.92 –2.26 ... 142.00 75.30 FormulaSys FORTY .9 36 117.91 –5.04 .7812 19.44 13.75 HBT Finl HBT 3.3 9 18.20 –0.40 .15 16.57 1.00 Hut8Mining HUT ... 28 12.19 –1.03 ... 77.40 53.06 IntegraLifeSci IART ... 26 64.86 –3.99 ...
13.11 3.96 EnjoyTech ENJY ... ... 5.63 –1.77 ... 60.89 36.41 ForresterRes FORR ... 58 58.00 –0.20 ... 7.78 2.36 HCW Biologics HCWB ... dd 2.73 –0.21 ... 95.48 31.30 Hydrofarm HYFM ... cc 35.97 –3.02 ... 11.03 9.91 IntegralAcqn1 INTEU ... ... 10.05 +0.01 ...
3.40 0.59 EnjoyTechWt ENJYW ... ... .67 –0.09 ... 23.95 16.58 Forterra FRTA ... 15 23.79 –0.02 ... 25.61 15.72 HMN Fin HMNF ... 7 24.01 +0.34 ... 11.25 5.28 Hywin HYW ... ... 5.86 –0.12 ... 29.68 16.23 IntegralAd IAS ... dd 23.53 –1.97 ...
39.48 11.65 Enovix ENVX ... dd 34.87 –0.95 ... 355.35 120.14 Fortinet FTNT ... 98 327.39 –15.12 ... 20.00 3.18 Hookipa HOOK ... dd 3.26 –0.25 ... 19.95 5.09 HyzonMotors HYZN ... dd 8.07 –0.12 ... 68.49 45.24 Intel INTC 2.8 9 48.78 –0.74 .3475
27.65 2.81 EnovixWt ENVXW ... ... 23.17 –0.80 ... 10.12 10.03 FortuneRise FRLAU ... ... 10.12 +0.03 ... 43.94 23.67 HUTCHMED(China) HCM ... ... 35.18 +4.46 ... 6.05 0.99 HyzonMotorsWt HYZNW ... ... 2.40 ... ... 202.73 35.61 IntelliaTherap NTLA ... dd 113.13 –16.35 ...
282.46 108.88 EnphaseEnergy ENPH ... cc 247.42 –20.32 ... 109.22 70.93 ForwardAir FWRD .8 68 101.63 –1.46 .21 23.30 13.06 HackettGroup HCKT 1.9 27 21.14 –0.56 .10 15.45 4.86 Intellicheck IDN ... dd 5.02 –0.40 ...
21.90 10.28 10.03 IntelligentMed IQMDU ... ... 10.10 –0.02 ...
98.66
269.12
68.29
188.62
EnsignGroup
EnstarGroup
ENSG
ESGR
.3
...
23
4
77.75
225.85
–2.59
–9.24
.0525
...
28.60
19.47
8.38
14.02
Fossil
FosterLB
FOSL
FSTR
...
...
cc
29
12.21
16.19
–2.15
–0.59
...
...
66.60
48.88 35.57
HailiangEduc
HainCelestial
HLG
HAIN
...
...
17
43
21.90
41.63
–3.60
+1.04
...
... I 96.73 53.22 InterParfums IPAR 1.2 26 85.14 –7.42 .25
3.88 1.72 EntasisTherap ETTX ... dd 2.61 –0.04 ... 10.17 10.00 FounderSPAC FOUNU ... ... 10.16 +0.06 ... 5.70 3.13 HallmarkFin HALL ... 12 4.25 ... ... 80.57 52.06 InteractiveBrkrs IBKR .5 22 74.33 –0.23 .10
158.00 89.02 Entegris ENTG .2 54 149.01 –5.00 .08 55.11 21.25 4D Molecular FDMT ... dd 22.05 –1.01 ... 56.40 33.50 HalozymeTherap HALO ... 12 33.85 –1.68 ... 179.12 92.29 IAC/InterActive IAC ... 11 126.24 –2.52 ... 38.94 11.60 InterceptPharm ICPT ... dd 17.10 –0.13 ...
42.75 25.06 EnterpriseBncp EBTC 1.8 12 40.62 +0.30 .185 15.50 6.08 4Dpharma LBPS ... dd 6.45 –0.81 ... 116.00 68.23 HamiltonLane HLNE 1.3 26 106.18 –7.31 .35 25.50 14.81 IBEX IBEX ... ... 15.50 –2.21 ... 12.72 2.01 Intercure INCR ... 42 7.10 –0.77 ...
52.00 33.28 EnterpriseFinSvcs EFSC 1.7 13 46.67 –0.71 .20 1.76 0.45 4DpharmaWt LBPSW ... ... .75 –0.04 ... 53.61 28.00 HancockWhitney HWC 2.2 10 49.20 –1.87 .27 108.23 71.03 ICF Intl ICFI .6 27 100.29 –4.90 .14 85.75 59.33 InterDigital IDCC 2.1 66 67.56 –4.28 .35
10.80 10.02 Ent4.0TechAcqn ENTFU ... ... 10.10 –0.01 ... 44.80 27.12 FoxA FOXA 1.3 13 37.62 –1.37 .24 24.89 9.68 HanmiFinancial HAFC 3.5 9 22.94 –0.55 .20 282.00 183.39 ICU Medical ICUI ... 46 232.72 –14.26 ... 18.03 8.10 Interface TILE .3 17 15.29 –0.58 .01
8.88 2.22 EnthusiastGaming EGLX ... dd 4.17 +0.10 ... 42.14 26.89 FoxB FOX 1.4 12 35.07 –1.25 .24 15.49 9.75 HarborOneBncp HONE 1.4 12 14.22 –0.55 .05 28.00 12.40 IDEAYA Bio IDYA ... dd 23.81 +0.59 ... 53.06 32.20 IntlBcshs IBOC 2.8 11 42.86 –1.12 .60
36.85 20.00 EntradaTherap TRDA ... ... 28.91 –3.88 ... 190.29 85.29 FoxFactory FOXF ... 47 175.35 –9.14 ... 11.63 6.31 Harmonic HLIT ... cc 10.72 –0.36 ... 706.95 446.68 IdexxLab IDXX ... 70 607.52 –39.75 ... 28.17 15.92 IntersectENT XENT ... dd 26.95 –0.20 ...
14.30 3.30 Epizyme EPZM ... dd 3.37 –0.30 ... 52.17 25.28 Franchise FRG 3.2 9 47.29 +2.21 .375 51.11 25.09 HarmonyBio HRMY ... cc 37.55 –1.21 ... 56.24 36.17 IES Holdings IESC ... 18 50.93 –2.25 ... 8.46 4.57 Intevac IVAC ... dd 4.81 –0.11 ...
139.48 81.68 ePlus PLUS ... 16 111.03 –4.05 ... 96.95 66.97 FranklinElec FELE .8 31 90.56 –4.40 .175 25.24 5.80 HarpoonTherap HARP ... dd 6.61 –0.23 ... 133.00 44.80 IGM Biosci IGMS ... dd 49.64 –4.34 ... 47.03 23.38 Intra-Cellular ITCI ... dd 42.45 +2.17 ...
6.80 3.17 EpsilonEnergy EPSN ... 25 5.30 +0.12 ... 18.88 2.15 FreelineTherap FRLN ... ... 2.31 –0.15 ... 12.99 5.13 HarrowHealth HROW ... dd 10.27 –0.54 ... 100.44 54.35 II-VI IIVI ... 25 62.69 –1.39 ... 28.16 16.11 Intricon IIN ... cc 17.89 +0.56 ...
11.33 4.08 Equillium EQ ... dd 5.41 +0.16 ... 8.63 2.18 FreightCarAmer RAIL ... dd 3.89 +0.10 ... 8.75 3.67 HarvardBioSci HBIO ... dd 6.90 –0.54 ... 85.40 36.70 I-Mab IMAB ... ... 63.20 –5.37 ... 716.86 348.13 Intuit INTU .4 89 666.91 –25.43 .68
885.26 586.73 Equinix EQIX 1.4 cc 793.84 +5.31 2.87 13.06 8.82 FrequencyElec FEIM ... dd 9.97 +0.20 ... 104.89 86.05 Hasbro HAS 2.8 30 98.75 –1.73 .68 80.35 56.30 IndusRealty INDT .8 dd 74.07 –0.20 .15 369.69 227.47 IntuitiveSurgical ISRG ... 71 329.23 –19.42 ...
36.00 19.91 EquityBcshs EQBK 1.0 9 33.11 –1.58 .08 58.37 5.59 FrequencyTherap FREQ ... dd 5.63 –0.39 ... 31.38 16.84 HawaiianHoldings HA ... dd 18.26 –1.65 ... 10.32 5.76 IN8bio INAB ... ... 6.75 –0.05 ... 19.06 10.52 Inventiva IVA ... dd 13.38 +0.18 ...
24.47 14.51 Erasca ERAS ... ... 15.34 –2.69 ... 186.98 105.12 Freshpet FRPT ... dd 107.87 –6.54 ... 39.73 24.55 Hawkins HWKN 1.5 15 33.78 –1.39 .13 17.88 6.75 IO Biotech IOBT ... ... 7.61 –1.10 ... 23.69 15.66 Investar ISTR 1.8 35 17.96 –0.18 .08
266.77 168.87 ErieIndemnity A ERIE 2.0 36 209.19 –6.59 1.035 53.36 33.73 FreshworksA FRSH ... dd 35.55 –2.76 ... 26.06 17.37 HawthornBcsh HWBK 2.5 7 24.15 –0.46 .15 262.55 151.27 IPG Photonics IPGP ... 32 157.77 –6.13 ... 6.58 3.99 InvestcpCredit ICMB 11.1 dd 5.42 –0.04 .15
13.00 2.30 ErytechPharma ERYP ... dd 2.41 +0.01 ... 58.94 33.40 Frontdoor FTDR ... 25 35.30 –2.17 ... 47.08 21.05 HaynesIntl HAYN 2.1 dd 42.32 –1.38 .22 3.66 1.91 IRSA Prop IRCP ... dd 2.25 –0.14 ... 16.35 9.66 InvestorsBancorp ISBC 3.6 12 15.42 –0.22 .14
25.72 18.00 Escalade ESCA 2.9 11 19.08 –0.43 .14 35.09 23.24 FrontierComms FYBR ... 2 34.45 +0.65 ... 68.18 24.28 Headhunter HHR .9 44 51.70 –10.29 .55 35.99 18.76 i3Verticals IIIV ... dd 19.44 –2.81 ... 248.00 140.25 InvestorsTitle ITIC .8 7 242.86 +1.62 18.00
39.49 6.97 EsperionTherap ESPR ... dd 7.78 +0.37 ... 22.70 13.53 Frontier ULCC ... dd 14.04 –1.67 ... 59.50 34.55 HealthCatalyst HCAT ... dd 43.62 –2.66 ... 19.32 4.96 IVERICbio ISEE ... dd 15.48 –0.38 ... 64.37 28.75 IonisPharma IONS ... dd 29.05 –2.94 ...
10.30 4.03 EtonPharm ETON ... dd 4.22 –0.34 ... 29.44 5.34 FuelCell FCEL ... dd 8.94 –0.87 ... 35.80 17.31 HealthcareSvcs HCSG 4.6 19 17.77 –0.79 .21 10.01 9.86 IX Acqn IXAQU ... ... 9.95 ... ... 54.21 15.88 IovanceBiotherap IOVA ... dd 18.50 –0.33 ...
307.75 148.53 Etsy ETSY ... 86 291.38 –3.00 ... 33.10 6.85 FulcrumTherap FULC ... dd 15.06 –2.08 ... 93.32 56.60 HealthEquity HQY ... cc 57.39 –3.95 ... 69.10 49.49 IcahnEnterprises IEP 15.8 cc 50.53 –0.09 2.00 28.97 6.21 iQIYI IQ ... dd 6.54 –0.36 ...
167.71 105.40 EuronetWorldwide EEFT ... 40 107.27 –2.53 ... 189.89 37.14 FulgentGenetics FLGT ... 5 97.58 +3.60 ... 31.11 18.56 HealthStream HSTM ... cc 24.51 –0.70 ... 63.42 29.55 Ichor ICHR ... 19 47.44 –1.76 ... 286.19 41.66 iRhythmTechs IRTC ... dd 98.00 –2.25 ...
34.67 18.55 EuropeanWax EWCZ ... cc 26.61 +0.36 ... 18.41 12.29 FultonFin FULT 3.5 10 16.20 –0.45 .08 20.24 15.71 HeartlandExp HTLD .5 18 17.22 –0.15 .02 19.10 4.13 iClickInteract ICLK ... dd 6.50 –0.47 ... 9.71 1.60 Iridex IRIX ... dd 6.52 –1.12 ...
Nasdaq Issues
54.65 32.00 IridiumComm IRDM ... dd 38.06 –1.92 ... 14.96 9.74 LibertyLatAmC LILAK ... 19 11.45 –0.77 ... 4.71 1.73 MereoBioPharma MREO ... dd 1.90 –0.11 ... 23.80 13.64 NextGenHlthcr NXGN ... dd 15.59 –0.89 ... 47.46 28.75 PacificPremBncp PPBI 3.3 12 39.57 –1.98 .33
28.25 18.83 IrisEnergy IREN ... ... 18.99 –5.81 ... 58.46 34.57 LibertyFormOne A FWONA ... dd 56.37 +0.36 ... 30.65 17.00 MeridianBiosci VIVO ... 13 20.35 –1.26 ... 12.50 7.15 NicholasFin NICK ... 10 12.02 –0.08 ... 80.00 45.05 PaciraBioSci PCRX ... 38 51.63 –4.08 ...
197.40 74.01 iRobot IRBT ... 30 79.70 –7.77 ... 61.64 38.84 LibertyFormOne C FWONK ... dd 59.27 –0.41 ... 38.07 18.20 Meridian MRBK 2.3 6 34.50 –2.29 .20 31.45 9.02 Nikola NKLA ... dd 10.46 –1.40 ... 19.61 10.57 PactivEvergreen PTVE 3.0 dd 13.22 –0.24 .10
14.27 8.78 IronwoodPharm IRWD ... 3 11.16 –0.54 ... 34.99 23.60 LibertyBraves A BATRA ... dd 28.98 –1.61 ... 73.85 52.43 MeritMedical MMSI ... 87 66.11 –3.16 ... 3.50 1.04 9F JFU ... dd 1.31 +0.02 ... 50.42 23.14 PacWestBancorp PACW 2.2 9 46.28 –1.40 .25
16.95 10.23 IsoPlexis ISO ... dd 14.00 –1.31 ... 31.76 23.26 LibertyBraves C BATRK ... dd 28.53 –1.78 ... 9.45 3.76 MerrimackPharm MACK ... dd 4.21 –0.05 ... 79.60 22.21 908Devices MASS ... dd 23.35 –2.53 ... 559.54 289.77 PaloAltoNtwks PANW ... dd 533.24 +2.90 ...
47.61 17.43 iTeosTherap ITOS ... cc 35.14 –3.08 ... 56.26 39.40 LibertySirius A LSXMA ... dd 49.46 –2.90 ... 29.09 6.86 MersanaTherap MRSN ... dd 6.95 –1.10 ... 53.38 19.16 NiuTech NIU ... 47 19.77 –4.29 ... 115.40 61.01 Palomar PLMR ... 73 76.60 –7.04 ...
122.31 62.36 Itron ITRI ... cc 63.02 –3.74 ... 58.13 41.17 LibertySirius B LSXMB ... dd 52.50 –5.63 ... 33.00 15.68 Merus MRUS ... dd 26.50 –2.06 ... 79.16 15.61 Nkarta NKTX ... dd 16.32 –1.05 ... 39.62 22.27 PanAmerSilver PAAS 1.6 21 25.79 –0.99 .10
29.85 17.26 IturanLocation ITRN 3.5 17 25.82 –0.78 .14 56.19 39.05 LibertySirius C LSXMK ... dd 49.31 –2.78 ... 17.40 6.02 MesaAir MESA ... 8 7.20 –0.61 ... 46.45 23.65 nLIGHT LASR ... dd 25.25 –1.76 ... 140.68 78.41 PapaJohn's PZZA 1.1 dd 128.84 –4.22 .35
10.25 10.08 LibertyRscsAcqn LIBYU ... ... 10.14 –0.02 ... 327.00 232.88 MesaLab MLAB .2 cc 312.80 +0.45 .16 13.55 7.42 Noodles NDLS ... cc 10.66 –0.89 ... 11.24 4.29 ParatekPharma PRTK ... dd 4.38 –0.45 ...
J 110.00
7.74
25.20
2.11
LibertyTripAdvB
LibertyTripAdvA
LTRPB
LTRPA
...
...
dd
dd
27.50
2.27
+0.82
–0.25
...
...
17.37
65.96
5.52
32.76
Mesoblast
MetaFinancial
MESO
CASH
...
.3
dd
14
6.19
61.76
–0.05
–1.08
...
.05
272.28
38.31
178.61
21.37
Nordson
NortheastBank
NDSN
NBN
.8
.1
42
4
258.22
32.78
–8.74
–0.21
.51
.01
41.78
10.33
20.48
10.10
Park-Ohio
ParsecCap
PKOH
PCXCU
2.4
...
dd
...
21.11
10.24
–0.61
–0.01
.125
...
33.02 3.95 LifeMD LFMD ... dd 4.24 –0.30 ... 384.33 244.61 MetaPlatforms FB ... 24 333.12 –12.18 ... 21.50 9.35 NorthernTechsIntl NTIC 1.9 23 14.88 –1.12 .07 6.70 3.92 PartnerComms PTNR ... cc 6.05 +0.57 ...
15.54 4.70 JakksPacific JAKK ... dd 10.98 +0.05 ... 29.81 7.76 LifeStanceHealth LFST ... dd 7.91 –0.74 ... 11.00 1.11 Metacrine MTCR ... dd 1.31 +0.04 ... 126.73 88.20 NorthernTrust NTRS 2.4 19 118.89 –1.72 .70 30.87 6.99 PassageBio PASG ... dd 7.27 –1.11 ...
181.71 140.27 J&JSnackFoods JJSF 1.8 49 142.15 –2.40 .633 19.93 12.35 LifetimeBrands LCUT 1.0 10 16.82 –1.45 .0425 52.88 29.61 Methanex MEOH 1.2 13 42.18 –0.99 .125 18.41 11.07 NorthfieldBanc NFBK 3.1 12 17.04 –0.32 .13 23.28 13.40 PatriaInvts PAX 5.3 ... 17.76 –1.07 .14
108.29 61.65 JD.com JD ... 26 88.67 –2.88 ... 7.96 4.51 LifewayFoods LWAY ... 22 5.23 –0.11 ... 29.82 13.80 MetroCityBkshs MCBS 2.0 13 27.82 +0.64 .14 48.19 30.86 NorthrimBanCorp NRIM 3.4 7 42.88 –1.97 .38 98.83 61.77 PatrickIndustries PATK 1.7 9 79.26 –0.74 .33
17.50 9.41 Joann JOAN 4.1 2 9.80 –0.14 .10 219.75 82.25 LigandPharm LGND ... 39 156.85 –5.07 ... 87.52 64.53 MicrochipTech MCHP 1.2 86 80.07 –2.61 .232 15.48 11.80 NorthwestBcshs NWBI 5.9 11 13.45 –0.41 .20 16.70 7.50 PatriotNatBncp PNBK ... 32 14.73 –0.48 ...
148.88 39.11 Joyy YY 3.7 dd 54.45 –2.07 .51 15.53 7.64 Lilium LILM ... 16 7.87 –0.65 ... 96.96 63.51 MicronTech MU .5 16 83.42 +0.39 .10 38.08 23.11 NorthwestPipe NWPX ... 20 29.61 –0.19 ... 16.29 8.42 PatriotTransport PATI .0 30 10.00 –0.37 3.75
179.98 141.65 JackHenry JKHY 1.2 35 151.14 –2.07 .46 5.61 2.30 LimelightNetworks LLNW ... dd 2.90 –0.27 ... 349.67 209.11 Microsoft MSFT .8 37 329.68 –13.43 .62 70.80 53.16 Northwestern NWE 4.5 15 55.57 +0.78 .62 37.37 27.19 Patterson PDCO 3.3 19 31.63 –1.56 .26
124.53 85.94 JackintheBox JACK 2.0 12 87.92 –9.55 .44 7.07 1.21 LiminalBioSci LMNL ... dd 1.24 –0.14 ... 1315.00 253.51 MicroStrategy MSTR ... dd 663.00 –55.31 ... 28.92 18.00 NortonLifeLock NLOK 2.0 17 24.99 –0.01 .125 11.27 4.28 PattersonUTIEn PTEN 1.1 dd 7.16 –0.20 .02
56.10 26.69 JamesRiver JRVR 4.3 dd 27.63 –1.31 .30 20.74 14.22 Limoneira LMNR 1.9 dd 15.54 +0.13 .075 25.20 7.38 Microvast MVST ... dd 8.55 –0.39 ... 29.50 23.00 NorwoodFin NWFL 3.8 9 27.28 +0.05 .26 126.82 85.30 Paychex PAYX 2.2 36 122.45 –2.54 .66
49.27 27.77 JamfHolding JAMF ... dd 32.30 +0.84 ... 8.20 5.25 LincolnEduc LINC ... 4 7.15 ... ... 7.94 1.43 MicrovastWt MVSTW ... ... 1.89 –0.08 ... 141.68 63.51 Nova NVMI ... 44 126.42 –8.18 ... 39.71 24.00 PaycorHCM PYCR ... dd 29.23 –3.34 ...
37.99 16.32 JanuxTherapeutics JANX ... dd 17.66 –0.22 ... 148.54 110.52 LincolnElectric LECO ... 32 140.21 –5.83 ... 28.00 2.20 MicroVision MVIS ... dd 7.01 –0.88 ... 184.44 115.58 Novanta NOVT ... cc 160.23 –6.99 ... 314.50 154.26 Paylocity PCTY ... cc 256.30 –15.72 ...
189.00 122.79 JazzPharma JAZZ ... dd 124.09 –4.28 ... 10.19 10.01 LionheartIII LIONU ... ... 10.07 –0.02 ... 33.89 20.74 MidPennBancorp MPB 2.5 8 32.45 +2.90 .20 331.68 106.11 Novavax NVAX ... dd 217.97 +25.63 ... 14.50 7.40 Payoneer PAYO ... dd 7.81 –0.79 ...
21.96 13.18 JetBlue JBLU ... dd 13.62 –0.78 ... 30.00 9.11 LiquiditySvcs LQDT ... 37 25.08 –1.60 ... 196.49 123.93 Middleby MIDD ... 23 180.93 –6.73 ... 232.76 90.95 Novocure NVCR ... dd 97.01 –6.50 ... 4.46 0.93 PayoneerWt PAYOW ... ... 2.13 –0.14 ...
73.61 31.17 JFrog FROG ... dd 33.13 –1.90 ... 334.84 232.15 Littelfuse LFUS .7 26 304.28 –17.26 .53 116.40 67.09 MiddlesexWater MSEX 1.1 49 104.57 –6.02 .29 55.47 39.90 NuanceComms NUAN ... dd 55.34 +0.09 ... 310.16 184.28 PayPal PYPL ... 45 187.79 –5.82 ...
14.95 3.01 Jiayin JFIN ... 3 3.60 –0.03 ... 93.89 51.59 LivaNova LIVN ... dd 83.36 –2.71 ... 30.32 16.76 MidlandStBncp MSBI 4.6 8 24.31 –0.69 .28 7.83 1.88 NuCana NCNA ... dd 2.81 +0.15 ... 36.39 21.24 PeapackGladFinl PGC .6 15 33.53 –1.19 .05
154.18 82.67 JohnsonOutdoors JOUT 1.1 12 107.49 –3.04 .30 99.89 38.50 LiveOakBcshs LOB .1 25 91.87 –5.21 .03 34.65 23.09 MidWestOneFin MOFG 2.8 7 32.07 –1.03 .225 52.38 21.53 NurixTherap NRIX ... dd 30.06 –1.28 ... 148.80 109.06 Pegasystems PEGA .1 dd 114.85 –5.09 .03
14.84 5.03 JounceTherap JNCE ... dd 8.13 –0.18 ... 72.23 39.11 LivePerson LPSN ... dd 39.89 –2.48 ... 9.03 5.09 MilestonePharm MIST ... dd 6.03 –0.03 ... 44.50 25.15 Nutanix NTNX ... dd 34.58 +0.31 ... 171.09 41.13 Peloton PTON ... dd 46.41 –0.73 ...
19.84 13.32 JustEatTakeaway GRUB ... dd 13.66 –0.59 ... 11.43 4.34 LiveVox LVOX ... dd 4.90 +0.20 ... 51.25 32.67 MillerKnoll MLKN 1.9 51 38.86 –3.15 .1875 40.82 17.00 Nuvalent NUVL ... dd 20.47 –3.91 ... 142.00 49.54 PennNational PENN ... 24 52.77 +0.35 ...
13.65 4.95 LiveVoxUn LVOXU ... ... 4.95 –0.27 ... 46.18 31.67 MillicomIntl TIGO ... dd 31.75 –2.30 ... 72.61 44.80 Nuvasive NUVA ... dd 50.60 –4.74 ... 69.56 19.01 Pennant PNTG ... 71 20.45 –2.07 ...
K 2.55
12.50
0.60
7.19
LiveVoxWt
LixiangEduc
LVOXW
LXEH
...
...
...
21
.71
9.58
–0.19
+0.72
...
...
85.48
3.80
38.84
2.39
Mimecast
Mind CTI
MIME
MNDO
...
8.7
cc
10
77.94
2.98
–5.26
–0.07
...
.26
140.23
346.47
45.00
115.67
Nuvei
NVIDIA
NVEI
NVDA
...
.1
cc
97
95.06
315.03
–4.40
–14.82
...
.04
7.41
28.19
4.34
21.13
PennantPark
PennsWoodsBncp
PNNT
PWOD
6.9
5.4 11
3 7.00
23.68
–0.16
–0.33
.12
.32
16.75 2.15 Lizhi LIZI ... dd 2.41 –0.22 ... 4.12 1.03 MinervaNeurosci NERV ... dd 1.06 –0.06 ... 37.00 19.44 Nyxoah NYXH ... dd 20.21 –1.35 ... 19.62 12.36 People'sUtdFin PBCT 4.1 12 17.82 –0.33 .1825
427.24 248.42 KLA KLAC 1.1 23 398.96 –23.42 1.05 28.90 11.87 LoganRidgeFin LRFC ... dd 24.90 –0.09 ... 10.37 6.13 MinervaSurgical UTRS ... ... 6.61 –1.64 ... 36.75 24.11 PeoplesBncpOH PEBO 4.6 15 31.37 –1.64 .36
3.67
O
18.97 KLX Energy KLXE ... dd 4.13 +0.16 ... 9.74 2.85 LogicBioTherap LOGC ... dd 2.94 –0.04 ... 22.16 11.20 MiNK Therap INKT ... ... 20.01 +4.03 ... 29.69 19.71 PeoplesBncpNC PEBK 2.4 12 28.50 –0.28 .17
15.29 9.24 KVH Inds KVHI ... dd 10.00 –0.33 ... 9.83 9.33 LogisticsInnovA LITT ... ... 9.70 –0.02 ... 249.42 131.47 MiratiTherap MRTX ... dd 136.76 –2.10 ... 50.00 35.80 PeoplesFinSvcs PFIS 3.1 10 48.50 –1.20 .38
141.07 77.74 KaiserAlum KALU 3.0 dd 95.53 –5.16 .72 10.97 9.74 LogisticsInnovTech LITTU ... ... 10.01 –0.01 ... 26.31 13.38 MirumPharm MIRM ... dd 13.41 –2.28 ... 10.88 9.89 PepperLimeHlth PEPLU ... ... 10.07 +0.07 ...
9.97 1.69 KalaPharm KALA ... dd 1.85 –0.06 ... 140.17 78.13 LogitechIntl LOGI ... 16 84.77 +3.21 ... 11.00 3.52 Missfresh MF ... dd 5.25 +0.71 ... 51.40 26.16 ODP ODP ... 26 38.58 –2.38 ... 166.80 128.32 PepsiCo PEP 2.7 27 161.14 –2.67 1.075
20.50 3.90 KaleidoBiosci KLDO ... dd 4.00 –0.19 ... 18.95 5.90 LongboardPharm LBPH ... dd 5.90 –0.20 ... 22.93 12.91 MissionProduce AVO ... 28 18.71 –0.61 ... 13.87 7.10 OP Bancorp OPBK 3.0 9 13.21 +0.08 .10 10.15 10.05 PerceptionCapII PCCTU ... ... 10.10 –0.03 ...
14.00 4.65 Kaltura KLTR ... dd 5.04 –0.51 ... 18.20 6.87 LoopIndustries LOOP ... dd 14.22 –0.01 ... 497.49 102.66 Moderna MRNA ... 20 329.63 +65.85 ... 6.27 3.26 OPKO Health OPK ... 35 4.13 –0.22 ... 14.05 9.85 PerdoceoEduc PRDO ... 7 10.24 –0.30 ...
45.00 14.33 KalVistaPharm KALV ... dd 15.08 –1.53 ... 31.57 4.62 LordstownMotors RIDE ... dd 4.76 –0.30 ... 211.94 121.00 ModivCare MODV ... 89 141.51 –6.26 ... 10.09 9.95 OPYAcqnI OHAAU ... ... 10.09 +0.09 ... 14.75 9.75 PerellaWeinberg PWP 2.3 dd 12.02 –0.79 .07
8.16 5.11 Kamada KMDA ... 23 6.31 +0.71 ... 17.50 6.22 Lottery.com LTRY ... dd 6.86 –1.37 ... 21.33 9.57 MolecularPtrs MOLN ... ... 11.41 +0.96 ... 669.09 424.03 OReillyAuto ORLY ... 22 635.73 –0.44 ... 4.25 1.12 PerellaWeinbergWt PWPPW ... ... 2.85 –0.51 ...
14.87 3.82 KandiTech KNDI ... 27 3.95 –0.23 ... 4.18 1.24 Lottery.comWt LTRYW ... ... 1.56 –0.09 ... 15.19 4.05 MolecularTemp MTEM ... dd 4.22 –0.13 ... 102.24 87.49 OSI Systems OSIS ... 20 91.21 –3.95 ... 153.28 43.51 Perficient PRFT ... 82 134.24 –12.39 ...
44.96 27.90 Kanzhun BZ ... ... 33.07 –2.39 ... 95.51 28.52 Lovesac LOVE ... 31 67.52 –15.41 ... 28.12 16.35 Momentive MNTV ... dd 20.90 –1.19 ... 11.25 5.25 O2MicroIntl OIIM ... 12 5.39 –0.16 ... 5.29 0.72 PerformantFin PFMT ... dd 2.64 –0.17 ...
25.91 15.56 KaratPkg KRT ... 25 21.00 ... ... 98.95 29.00 LoyaltyVentures LYLT ... ... 30.20 –2.67 ... 29.18 6.60 Momentus MNTS ... dd 7.53 –0.75 ... 7.62 5.44 OaktreeSpec OCSL 7.6 5 7.28 –0.09 .155 33.09 7.49 PerionNetwork PERI ... 28 24.50 –1.18 ...
161.98 91.04 KarunaTherap KRTX ... dd 129.56 –2.86 ... 13.52 7.37 LucidDiag LUCD ... ... 8.44 –0.98 ... 11.96 1.10 MomentusWt MNTSW ... ... 1.50 –0.19 ... 35.70 10.25 OasisMidstream OMP 9.7 4 23.05 –0.50 .56 9.00 5.43 Perma-PipeIntl PPIH ... dd 8.52 +0.11 ...
18.00 4.42 KaryopharmTherap KPTI ... dd 7.27 –0.30 ... 64.86 9.77 Lucid LCID ... dd 51.72 –3.49 ... 76.00 50.01 MonarchCasino MCRI ... 21 69.33 –1.88 ... 133.20 33.10 OasisPetrol OAS 1.7 3 119.16 –5.89 .50 53.46 13.40 Personalis PSNL ... dd 13.99 –0.96 ...
19.65 3.10 Katapult KPLT ... dd 3.92 –0.31 ... 37.99 4.23 LuciraHealth LHDX ... dd 6.98 +0.18 ... 450.00 155.01 monday.com MNDY ... dd 339.36 –31.89 ... 29.00 9.02 Oatly OTLY ... dd 9.67 –0.38 ... 31.08 17.86 PetcoHealth WOOF ... 41 20.04 –0.86 ...
5.87 0.44 KatapultWt KPLTW ... ... .97 –0.04 ... 15.09 12.25 Lulu'sFashion LVLU ... cc 14.16 –0.23 ... 65.60 52.91 Mondelez MDLZ 2.3 19 60.25 –0.27 .35 5.55 1.93 ObsEva OBSV ... dd 2.24 –0.08 ... 46.00 20.60 PetIQ PETQ ... dd 21.17 –1.26 ...
13.88 8.94 KearnyFinancial KRNY 3.4 14 13.02 –0.01 .11 485.83 269.28 lululemon LULU ... 72 456.58 –16.42 ... 12.36 4.93 MoneyGram MGI ... dd 5.83 +0.11 ... 25.76 15.75 OceanFirstFin OCFC 3.2 11 21.00 –0.64 .17 57.00 24.75 PetMedExpress PETS 4.1 23 29.06 –0.37 .30
26.98 17.16 KellyServices A KELYA 1.1 6 17.45 –0.07 .05 112.08 65.67 Lumentum LITE ... 16 86.82 –4.37 ... 590.00 238.01 MongoDB MDB ... dd 518.61 –51.16 ... 24.30 6.37 OcularTherapeutix OCUL ... dd 6.54 –0.15 ... 21.99 8.22 Pharming PHAR ... 25 8.30 –0.32 ...
20.80 5.08 KemPharm KMPH ... dd 8.05 –0.35 ... 47.80 13.92 LuminarTech LAZR ... dd 17.63 –1.54 ... 580.00 301.51 MonolithicPower MPWR .4 cc 535.02 –35.57 .60 28.41 1.46 OdonateTherap ODT ... dd 1.65 –0.18 ... 42.86 13.14 Pharvaris PHVS ... ... 13.53 –2.05 ...
8.16 6.09 KY FirstFedBncp KFFB 5.6 28 7.20 +0.08 .10 11.09 7.15 LumiraDx LMDX ... ... 9.78 –0.57 ... 72.67 45.91 Monro MNRO 1.8 36 58.24 –1.87 .26 31.69 22.10 OfficePropIncm OPI 9.0 dd 24.42 –1.38 .55 5.83 2.09 PhaseBioPharm PHAS ... dd 2.27 –0.09 ...
88.80 28.50 KerosTherap KROS ... dd 56.10 –3.74 ... 2.36 0.49 LumiraDxWt LMDXW ... ... 1.75 –0.23 ... 99.89 82.96 MonsterBev MNST ... 30 87.05 –2.25 ... 32.70 21.16 OhioValleyBanc OVBC 3.0 10 28.41 +0.04 .21 50.78 19.51 PhathomPharm PHAT ... dd 19.80 –0.28 ...
37.11 29.89 KeurigDrPepper KDP 2.1 29 34.98 –0.18 .1875 36.72 7.23 LumosPharma LUMO ... dd 7.50 –0.55 ... 45.56 17.24 MonteRosaTherap GLUE ... dd 20.55 +0.98 ... 294.00 199.08 Okta OKTA ... dd 222.69 –17.99 ... 44.00 24.50 Phenixfin PFX ... 12 42.00 –0.31 ...
14.99 8.40 KewauneeSci KEQU ... dd 13.00 +0.21 ... 15.37 9.18 LutherBurbank LBC 3.5 10 13.81 –0.43 .12 10.45 9.63 MontereyBio MTRYU ... ... 10.40 +0.10 ... 30.13 22.84 Olaplex OLPX ... 94 26.35 –1.63 ... 31.00 17.70 PhibroAnimal PAHC 2.3 17 20.88 –0.91 .12
9.48 6.10 KeyTronic KTCC ... 20 6.13 –0.08 ... 19.84 8.93 LyellImmuno LYEL ... dd 9.31 –1.50 ... 9.90 9.88 MontereyBioAcqn MTRY ... ... 9.88 ... ... 364.07 189.45 OldDomFreight ODFL .2 44 352.06 +0.24 .20 34.97 26.51 PhillipsEdison PECO 3.3 cc 32.44 –0.80 .09
14.70 4.61 KezarLifeSci KZR ... dd 13.69 –0.28 ... 68.28 37.63 Lyft LYFT ... dd 42.40 –5.11 ... 0.55 0.47 MontereyBioAcqnWt MTRYW ... ... .48 ... ... 21.28 15.53 OldNatlBncp ONB 3.1 10 18.32 +0.03 .14 10.64 10.07 PhoenixBiotech PBAXU ... ... 10.14 +0.02 ...
81.47 40.43 Kforce KFRC 1.4 22 76.34 –2.66 .26 16.50 5.27 LyraTherap LYRA ... dd 5.55 –0.35 ... 328.52 197.00 Morningstar MORN .4 63 310.63 –12.99 .315 14.45 9.44 Old2ndBcp OSBC 1.6 10 12.80 –0.55 .05 15.15 10.10 Photronics PLAB ... 20 13.47 –0.59 ...
30.61 14.29 KimballElec KE ... 13 22.56 –1.19 ... 93.00 29.21 Morphic MORF ... dd 48.68 –4.42 ... 60.27 19.16 OlemaPharm OLMA ... dd 20.87 –1.89 ... 29.70 18.52 PilgrimPride PPC ... dd 28.26 –0.35 ...
10.19 9.47 20.87
14.86
74.67 17.37
KimballIntl B
KingsoftCloud
KBAL
KC
3.4
...
dd
dd
10.50
18.01
–0.55
–3.07
.09
... M 30.75
26.42 17.00
MorphoSys
MotorcarParts
MOR
MPAA
...
...
dd
25
9.91
17.40
–0.54
–1.53
...
...
42.20
123.52 57.86
OlinkHolding
Ollie'sBargain
OLK
OLLI
...
...
...
21
22.35
64.62
–3.31
–1.42
...
... 212.60
105.28
65.51
53.86
Pinduoduo
PinnacleFinPtrs
PDD
PNFP
...
.7
dd
15
68.46
97.65
–13.41
–3.97
...
.18
24.70 10.30 KiniksaPharm KNSA ... dd 11.65 –0.55 ... 10.21 10.05 MountRainierAcqn RNERU ... ... 10.20 +0.05 ... 40.00 13.00 OlympicSteel ZEUS .4 3 22.34 –0.61 .02 2.99 0.76 PintecTech PT ... dd .81 –0.01 ...
48.75 17.58 KinnateBio KNTE ... dd 19.12 –2.05 ... 79.31 43.26 Macom Tech MTSI ... cc 73.59 –3.92 ... 10.30 10.15 MountainIAcqn MCAAU ... ... 10.25 +0.04 ... 193.60 125.23 OmegaFlex OFLX .9 50 128.51 –8.79 .30 7.90 2.43 Pixelworks PXLW ... dd 5.10 –0.49 ...
252.70 153.12 KinsaleCapital KNSL .2 33 201.89 –7.18 .11 14.70 10.56 MeliKaszek MEKA ... ... 13.53 –0.82 ... 10.13 10.01 MountainCrestV MCAGU ... ... 10.07 +0.04 ... 31.41 15.50 OmegaTherap OMGA ... dd 16.91 –3.49 ... 12.38 7.86 PlainsAllAmPipe PAA 7.3 dd 9.90 –0.15 .18
34.45 13.66 Kirkland's KIRK ... 10 23.28 –1.73 ... 82.95 63.00 MGE Energy MGEE 2.1 25 75.03 –0.17 .3875 5.22 1.99 MustangBio MBIO ... dd 2.08 –0.19 ... 23.85 5.45 Omeros OMER ... dd 7.43 –0.45 ... 12.96 7.84 PlainsGP PAGP 6.8 dd 10.64 +0.11 .18
36.67 16.77 KnowBe4 KNBE ... dd 22.68 –0.92 ... 79.52 42.43 MGP Ingredients MGPI .7 21 73.51 –0.73 .12 22.00 16.50 Mynaric MYNA ... dd 16.93 –0.76 ... 187.29 101.94 Omnicell OMCL ... cc 177.22 –6.01 ... 9.46 4.84 PlayaHotels PLYA ... dd 7.27 –0.33 ...
171.21 73.19 KodiakSciences KOD ... dd 94.30 –4.36 ... 3.29 1.36 MINDTechnology MIND ... dd 1.74 +0.31 ... 36.95 17.18 MyriadGenetics MYGN ... dd 26.61 –1.45 ... 10.09 10.05 OmniLitAcqn OLITU ... ... 10.07 ... ...
181.38 79.76 KornitDigital KRNT ... cc 163.12 –13.28 ... 199.44 136.49 MKS Instrum MKSI .6 17 155.03 –8.40 .22 64.04 28.34 ON Semi ON ... 40 60.30 –3.04 ... 13.20 3.92 Playstudios MYPS ... dd 4.43 –0.23 ...
121.22 5.30 0.57 PlaystudiosWt MYPSW ... ... .74 –0.07 ...
44.95
34.11
31.60
19.34
KraftHeinz
KratosDefense
KHC
KTOS
4.6
...
19
32
34.83
20.09
–0.51
–0.13
.40
... 10.66
50.75
7.37
MYR Group
Macatawa
MYRG
MCBC
...
3.7
24
9
116.36
8.59
–0.77
–0.22
...
.08 N 6.57
37.86
1.73
5.29
Oncocyte
Oncorus
OCX
ONCR
...
...
dd
dd
2.41
5.57
–0.35
–0.26
...
... 36.06
101.17
17.73
72.46
Playtika
Plexus
PLTK
PLXS
...
...
26
18
18.18
85.74
–1.55
–5.45
...
...
21.69 12.63 KrispyKreme DNUT .9 ... 15.44 +1.62 .035 36.48 17.29 Macrogenics MGNX ... dd 18.77 +0.22 ... 39.61 22.13 1-800-FLOWERS FLWS ... 19 32.51 –1.43 ...
38.98 12.29 KronosBio KRON ... dd 12.29 –2.99 ... 142.62 74.18 MadrigalPharm MDGL ... dd 82.06 –0.34 ... 52.00 25.27 Napco Security NSSC ... 42 45.88 –3.60 ... 8.64 5.52 180DegreeCap TURN ... 3 7.48 –0.12 ... 43.92 13.81 PliantTherap PLRX ... dd 14.49 –0.51 ...
87.29 38.86 KrystalBiotech KRYS ... dd 39.81 –12.56 ... 99.36 76.83 MagellanHealth MGLN ... 8 94.65 +0.07 ... 42.79 29.89 NBT Bancorp NBTB 3.1 10 36.21 –0.88 .28 59.82 15.88 1LifeHealthcare ONEM ... dd 16.67 –3.14 ... 16.50 6.18 PolyPid PYPD ... dd 6.94 –0.01 ...
75.29 29.90 Kulicke&Soffa KLIC 1.2 10 57.64 +0.57 .17 14.20 5.89 MagentaTherap MGTA ... dd 6.06 –0.63 ... 32.12 14.90 NGM Biopharm NGM ... dd 18.34 –1.62 ... 45.88 3.74 111 YI ... dd 4.12 –0.73 ... 582.27 305.47 Pool POOL .6 38 559.19 –17.81 .80
43.00 12.32 KuraOncology KURA ... dd 14.01 –2.99 ... 25.49 14.26 MagicSoftware MGIC 2.1 39 21.98 –2.57 .234 319.88 211.25 NICE NICE ... 93 276.22 –15.08 ... 35.46 11.92 1stdibs.com DIBS ... dd 13.50 +0.13 ... 78.00 2.10 PopCulture CPOP ... 12 2.13 –0.23 ...
81.47 16.10 KuraSushiUSA KRUS ... dd 65.29 –6.05 ... 64.39 17.02 Magnite MGNI ... cc 18.76 –1.78 ... 26.82 19.83 NMI Holdings NMIH ... 8 20.49 –0.39 ... 56.78 26.33 OneWaterMarine ONEW .0 9 51.02 –3.35 1.80 87.15 48.42 Popular BPOP 2.2 7 80.86 –2.15 .45
91.92 29.93 KymeraTherap KYMR ... dd 53.79 –7.71 ... 12.32 7.01 MagyarBancorp MGYR .0 14 11.72 –0.18 .12 9.62 4.61 NN NNBR ... dd 4.77 –0.58 ... 99.89 6.35 Ontrak OTRK ... dd 6.62 –0.51 ... 57.73 25.72 Portillo's PTLO ... ... 41.89 –2.83 ...
39.02 22.96 MakeMyTrip MMYT ... dd 26.33 –6.68 ... 76.99 4.07 NRX Pharm NRXP ... dd 6.75 +1.62 ... 10.21 10.06 OnyxAcqnI ONYXU ... ... 10.19 +0.06 ... 25.97 15.80 PortmanRidge PTMN 10.1 2 24.63 +0.05 .62
13.98 6.20 PoseidaTherap PSTX ... dd 6.85 –0.75 ...
L 93.00
19.38
56.16
15.15
MalibuBoats
MalvernBancorp
MBUU
MLVF
...
...
13
15
71.63
16.46
+0.85
–0.06
...
...
16.30
228.72
0.27
152.93
NRX PharmWt
NXP Semi
NRXPW
NXPI
...
1.1
...
37
3.10
212.45
+1.10
–8.81
...
.5625
44.00
55.25
23.28
43.68
OpenLending
OpenText
LPRO
OTEX
...
1.8
23
39
23.90
48.22
–2.90
–3.91
...
.2209 104.98 16.08 Poshmark POSH ... dd 19.03 –0.52 ...
7.27 1.73 MammothEnergy TUSK ... dd 2.01 –0.48 ... 4.58 0.81 NabrivaTherap NBRV ... dd .83 –0.08 ... 39.24 13.44 OpendoorTech OPEN ... dd 16.37 –3.36 ... 9.07 4.10 Potbelly PBPB ... dd 5.58 –0.23 ...
10.10 9.18 LamfGlbl I LGVCU ... ... 10.07 –0.01 ... 10.30 10.18 ManaCapAcqn MAAQU ... ... 10.26 +0.26 ... 94.81 18.30 NanoXImaging NNOX ... dd 20.15 +1.19 ... 13.93 7.85 Opera OPRA ... 5 7.93 –0.87 ... 65.67 44.79 PotlatchDelt PCH 3.0 8 54.90 –2.48 .41
10.20 10.00 LavaMedtech LVACU ... ... 10.18 +0.04 ... 25.53 13.27 Mandiant MNDT ... dd 17.06 –0.49 ... 21.55 8.00 Nanobiotix NBTX ... dd 8.44 –0.83 ... 27.95 15.35 OportunFin OPRT ... 16 22.64 –1.12 ... 37.28 23.07 PowellIndustries POWL 4.0 cc 26.10 –0.75 .26
17.20 5.50 LavaTherap LVTX ... ... 6.74 –0.14 ... 188.52 96.33 ManhattanAssoc MANH ... 91 156.74 –11.49 ... 86.42 40.93 NanoStringTech NSTG ... dd 41.62 –3.05 ... 16.23 6.41 OptheaADR OPT ... dd 7.10 +0.35 ... 110.66 69.21 PowerIntegrations POWI .6 42 102.38 –4.40 .15
10.19 9.92 LFCapitalAcqnIIUn LFACU ... ... 10.14 +0.06 ... 49.08 13.65 Mannatech MTEX 2.1 10 38.36 +0.26 1.50 6.60 1.25 NantHealth NH ... dd 1.30 –0.05 ... 14.64 9.10 Optibase OBAS ... 17 10.25 +0.20 ... 9.55 6.10 PowerFleet PWFL ... dd 6.23 –0.23 ...
188.00 95.54 LGI Homes LGIH ... 8 143.19 –7.79 ... 6.25 2.68 MannKind MNKD ... dd 4.63 –0.12 ... 214.96 123.27 Nasdaq NDAQ 1.1 30 203.68 –4.09 .54 4.97 2.44 OpticalCable OCC ... 5 4.28 +0.16 ... 60.95 12.71 PraxisPrecision PRAX ... dd 16.76 –1.91 ...
223.80 121.86 LHC Group LHCG ... 30 123.64 –11.33 ... 101.35 69.76 ManTechIntl MANT 2.2 21 70.07 –1.90 .38 129.09 83.19 Natera NTRA ... dd 94.66 –8.52 ... 5.00 1.50 Optinose OPTN ... dd 1.61 +0.03 ... 11.10 3.42 Precigen PGEN ... dd 3.86 +0.10 ...
60.05 34.11 LKQ LKQ 1.7 17 57.56 –0.67 .25 63.55 23.62 MaravaiLifeSci MRVI ... 33 41.49 +4.03 ... 78.89 53.00 Nathan's NATH 2.3 20 61.90 –0.81 .35 28.60 14.31 OptionCare OPCH ... 56 25.62 –0.92 ... 16.60 6.97 PrecisionBio DTIL ... dd 8.89 –0.46 ...
176.96 90.26 LPL Financial LPLA .6 28 159.80 –4.29 .25 10.75 9.90 MarblegateAcqn GATEU ... ... 10.07 +0.07 ... 98.22 38.73 NationalBeverage FIZZ .0 30 56.05 –4.04 3.00 15.94 8.58 OraSureTechs OSUR ... dd 9.53 –0.29 ... 72.58 36.62 PreferredBankLA PFBC 2.2 11 68.35 –1.46 .38
11.22 6.98 LSI Inds LYTS 2.7 29 7.48 –0.08 .05 9.82 9.77 MarblegateAcqn GATE ... ... 9.80 ... ... 6.11 2.41 NatlCineMedia NCMI 7.1 dd 2.83 –0.46 .05 9.08 1.35 OrchardTherap ORTX ... dd 1.41 –0.02 ... 82.46 60.65 PreformedLine PLPC 1.2 11 65.14 –2.10 .20
16.00 12.90 LakeShoreBancorp LSBK 3.7 16 15.13 +0.02 .14 0.63 0.50 MarblegateAcqnWt GATEW ... ... .54 ... ... 47.40 36.34 NatlInstruments NATI 2.5 cc 42.98 –2.38 .27 6.45 1.21 OrganiGram OGI ... dd 2.16 +0.16 ... 95.38 13.03 PreludeTherap PRLD ... dd 14.00 –0.46 ...
19.43 11.99 LakelandBcp LBAI 3.0 10 18.21 –0.38 .135 3.67 1.62 Marchex MCHX ... dd 2.82 +0.17 ... 55.67 40.81 NatlResearch NRC 1.2 29 41.23 –1.31 .12 40.81 11.91 OricPharm ORIC ... dd 14.33 –2.17 ... 35.90 20.61 PremierFinl PFC 3.6 9 30.79 –1.39 .28
79.67 50.61 LakelandFin LKFN 1.9 19 70.93 –3.26 .34 27.26 1.34 MarinSoftware MRIN ... dd 5.31 –0.14 ... 65.92 41.58 NationalVision EYE ... 29 47.77 –0.89 ... 47.58 25.07 OriginBancorp OBNK 1.2 11 43.72 –1.84 .13 42.15 32.44 Premier PINC 2.1 18 39.01 –0.78 .20
47.95 18.85 LakelandInd LAKE ... 7 21.05 +1.17 ... 20.04 10.71 MarinusPharma MRNS ... dd 11.29 –0.77 ... 260.00 180.00 NatlWesternLife NWLI .2 4 214.32 –11.85 .36 77.77 3.23 Orphazyme ORPH ... dd 3.30 –0.39 ... 104.90 70.85 PriceSmart PSMT 1.0 23 72.65 –6.32 .35
673.80 445.60 LamResearch LRCX .9 22 641.98 –2.52 1.50 3.77 1.20 MarkerTherap MRKR ... dd 1.23 –0.07 ... 19.93 9.11 NaturalAlt NAII ... 7 13.09 –0.56 ... 22.99 15.14 OrthoClinical OCDX ... dd 19.96 –0.31 ... 16.54 10.88 PrimisFinl FRST 2.6 12 15.40 +0.01 .10
123.92 77.57 LamarAdv LAMR 3.6 30 111.33 –2.84 1.00 601.42 355.01 MarketAxess MKTX .7 49 360.52 +0.73 .66 29.70 19.03 NatusMedical NTUS ... 49 24.29 –1.14 ... 48.50 29.66 OrthofixIntl OFIX ... dd 31.36 +0.29 ... 41.76 23.41 PrimorisSvcs PRIM 1.0 11 23.96 –1.18 .06
201.31 155.11 LancasterColony LANC 2.0 32 157.59 –0.33 .80 16.97 6.55 MarketWise MKTW ... dd 7.25 –0.05 ... 25.89 4.43 NautilusBiotech NAUT ... dd 4.86 –0.15 ... 73.91 38.01 OrthoPediatrics KIDS ... dd 58.13 –3.15 ... 74.30 46.81 PrincipalFin PFG 3.6 11 70.91 +0.04 .64
12.88 8.44 Landec LNDC ... dd 8.67 –0.82 ... 23.24 9.95 MarlinBusSvcs MRLN 2.4 7 22.98 +0.06 .14 23.80 9.07 Navient NAVI 3.2 4 19.95 +0.09 .16 6.38 1.40 OsmoticaPharm OSMT ... dd 1.42 –0.07 ... 50.77 20.38 PriviaHealth PRVA ... ... 23.71 –5.14 ...
31.50 21.89 LandmarkBncp LARK 2.7 7 30.09 +1.29 .1905 37.90 19.78 Marqeta MQ ... dd 22.05 –1.83 ... 22.19 9.66 NavitasSemi NVTS ... dd 18.10 +2.09 ... 11.60 3.40 OtonomoTech OTMO ... dd 3.54 –0.53 ... 11.98 7.99 Procaps PROC ... dd 9.41 –0.40 ...
18.30 9.92 LandmarkInfrPtrs LMRK 4.9 58 16.25 –0.03 .20 171.68 115.50 Marriott MAR ... cc 147.44 –7.48 ... 7.13 1.13 NavitasSemiWt NVTSW ... ... 6.50 +1.78 ... 2.65 0.47 OtonomoTechWt OTMOW ... ... .48 –0.15 ... 1.65 0.44 ProcapsWt PROCW ... ... .99 –0.01 ...
16.99 7.73 LandosBio LABP ... dd 7.74 –1.78 ... 18.38 14.72 MartenTransport MRTN 1.0 17 16.65 –0.35 .50 90.22 48.00 nCino NCNO ... dd 60.32 –2.22 ... 6.98 1.14 Otonomy OTIC ... dd 2.05 –0.08 ... 20.66 13.80 ProfessionalHldg PFHD ... 12 19.29 +0.16 ...
188.63 128.51 LandstarSystem LSTR .6 20 170.24 –1.89 .25 3.67 1.40 MartinMidstream MMLP .7 dd 2.79 –0.07 .005 26.75 11.00 NektarTherap NKTR ... dd 11.21 –0.59 ... 71.51 39.35 OtterTail OTTR 2.3 19 66.54 –3.08 .39 7.86 0.66 Progenity PROG ... dd 3.64 –1.25 ...
31.60 12.97 Lantheus LNTH ... dd 27.89 –0.80 ... 76.12 37.92 MarvellTech MRVL .3 dd 71.99 –2.59 .06 73.54 19.27 NeoGames NGMS ... 89 36.28 –0.66 ... 20.99 13.72 Outbrain OB ... dd 15.01 –0.41 ... 53.99 39.86 ProgressSoftware PRGS 1.4 27 48.79 –3.69 .175
18.71 7.85 Largo LGO ... 29 10.05 –0.56 ... 305.21 205.10 Masimo MASI ... 71 284.15 –19.14 ... 48.85 36.51 Neogen NEOG ... 71 41.19 –2.81 ... 64.80 36.03 OutsetMedical OM ... dd 48.10 –1.61 ... 68.32 34.00 Progyny PGNY ... 57 51.07 –8.28 ...
25.87 7.00 LarimarTherap LRMR ... dd 10.12 –0.13 ... 33.63 21.18 MasterCraftBoat MCFT ... 9 27.86 –0.62 ... 17.95 4.66 NeoleukinTherap NLTX ... dd 5.11 –0.19 ... 112.30 46.75 Overstock OSTK ... 45 92.18 –15.75 ... 10.07 9.84 ProjectEnReimagUn PEGRU ... ... 9.99 +0.02 ...
19.70 7.82 Latch LTCH ... dd 8.52 +0.09 ... 182.00 129.68 MatchGroup MTCH ... 69 133.67 –7.28 ... 34.44 21.73 NerdWallet NRDS ... dd 22.62 –4.77 ... 6.98 2.25 OvidTherap OVID ... 2 3.26 –0.18 ... 39.98 16.11 PrometheusBio RXDX ... dd 30.63 –7.82 ...
6.36 1.60 LatchWt LTCHW ... ... 2.02 +0.08 ... 87.40 18.50 Materialise MTLS ... cc 23.61 –0.74 ... 6.97 3.25 Net1UEPS UEPS ... dd 4.84 –0.16 ... 8.53 4.99 OxfordLane OXLC 11.5 2 7.82 –0.03 .075 9.46 3.40 ProQR Therap PRQR ... dd 7.19 –0.58 ...
34.73 12.69 Latham SWIM ... dd 23.12 +0.64 ... 16.32 9.01 MatrixService MTRX ... dd 9.36 –0.29 ... 94.69 52.33 NetApp NTAP 2.3 24 88.32 +2.32 .50 5.22 2.85 OxfordSquare OXSQ 10.2 3 4.11 –0.12 .035 9.25 5.30 ProspectCapital PSEC 8.3 3 8.67 –0.30 .06
85.45 37.38 LatticeSemi LSCC ... cc 75.34 –8.61 ... 23.31 15.18 Mattel MAT ... 10 21.97 –0.68 ... 134.33 77.97 NetEase NTES .7 41 114.33 –1.22 .225 25.89 9.86 OysterPtPharma OYST ... dd 10.56 –0.28 ... 50.54 12.80 ProtagonistTherap PTGX ... dd 33.26 –1.77 ...
19.02 9.41 LaureateEduc LAUR .0 dd 10.80 –0.20 7.01 30.80 10.45 Matterport MTTR ... dd 27.27 –0.59 ... 700.99 478.54 Netflix NFLX ... 60 665.64 –13.16 ... 68.77 38.09 OzonHoldings OZON ... dd 40.62 –5.10 ... 27.51 6.18 ProtaraTherap TARA ... dd 7.08 –0.12 ...
62.10 46.77 LawsonProducts LAWS ... 45 50.01 –0.24 ... 18.98 2.70 MatterportWt MTTRW ... ... 15.54 –0.53 ... 46.38 26.38 Netgear NTGR ... 10 26.66 –0.89 ... 31.06 8.77 Proterra PTRA ... dd 11.45 –0.77 ...
.22 79.75 10.72 Prothena PRTA ... 48 49.16 –9.57 ...
4.17
36.51
1.33
9.95
LeapTherap
LeeEnterprises
LPTX
LEE
...
...
dd
9
2.54
24.34
+0.27
+5.89
...
...
43.75
17.44
26.52
8.53
MatthewsIntl
MaxCyte
MATW
MXCT
2.5
...
80
...
35.13
9.73
–1.11
–3.06 ...
34.87
120.27
23.35
84.50
NetScout
Neurocrine
NTCT
NBIX
...
...
61
19
30.11
86.98
–0.62
+0.96
...
... PQ 20.05 5.59 ProventionBio PRVB ... dd 7.02 +0.78 ...
27.93 13.95 LegacyHousing LEGH ... 13 25.57 –0.79 ... 57.97 14.01 MaxeonSolar MAXN ... dd 19.02 –0.89 ... 22.43 3.94 Neuronetics STIM ... dd 4.12 +0.12 ... 18.48 14.10 ProvidentFin PROV 3.3 14 16.74 –0.03 .14
40.94 17.65 LegalZoom LZ ... dd 19.24 +0.49 ... 10.36 10.09 MaxproCapitalAcqn JMACU ... ... 10.35 +0.12 ... 27.38 10.59 NeuroPace NPCE ... dd 11.83 –0.02 ... 81.77 21.42 PAM Transport PTSI ... 13 70.52 +2.86 ... 15.95 11.15 PrudentialBncp PBIP 2.0 15 14.26 –0.41 .07
10.09 9.98 LegatoMergerIIUn LGTOU ... ... 10.04 ... ... ... ... MaxproCapA JMAC ... ... 9.90 ... ... 65.90 23.80 NewFortressEner NFE 1.6 dd 25.16 –0.93 .10 9.70 4.71 P&FIndustries PFIN ... 47 6.04 –0.04 ... 76.96 21.61 PubMatic PUBM ... 42 37.69 –2.06 ...
58.00 23.41 LegendBiotech LEGN ... dd 54.14 –1.12 ... ... ... MaxproCapWt JMACW ... ... .47 ... ... 14.11 11.15 NewMtnFin NMFC 8.9 6 13.52 –0.11 .30 23.50 10.00 PCB Bancorp PCB 2.1 10 22.37 +0.10 .12 69.48 33.29 Pulmonx LUNG ... dd 33.76 –0.90 ...
64.50 34.23 LeMaitreVascular LMAT .9 37 48.76 –3.13 .11 32.83 14.80 McAfee MCFE 1.7 dd 25.60 +0.05 .115 10.21 9.97 NewProvidenceAcqnII NPABU ... ... 10.06 –0.06 ... 55.21 40.91 PCConnection CNXN .0 19 45.26 –2.09 1.00 14.14 3.10 PumaBiotech PBYI ... dd 3.23 –0.20 ...
372.64 113.49 LendingTree TREE ... cc 119.19 –8.54 ... 87.53 61.65 McGrathRent MGRC 2.3 20 77.06 –2.67 .435 4.93 3.50 NY Mortgage NYMT 10.4 8 3.84 –0.05 .10 11.05 5.58 PCTEL PCTI 3.9 61 5.64 –0.21 .055 65.90 39.21 PureTechHealth PRTC ... dd 44.07 +0.07 ...
32.84 19.55 Leslie's LESL ... 33 20.82 +0.15 ... 10.20 10.05 McLarenTech MLAIU ... ... 10.07 –0.01 ... 10.20 10.04 NewcourtAcqn NCACU ... ... 10.09 –0.03 ... 59.00 16.50 PDC Energy PDCE .9 cc 52.79 +0.98 .12 41.08 10.80 PurpleInnovation PRPL ... dd 11.09 –1.11 ...
40.70 17.90 LevelOneBncp LEVL .6 9 38.69 –0.86 .06 9.50 4.64 MedallionFin MFIN ... 5 7.99 –0.25 ... 30.10 19.80 NewellBrands NWL 4.1 16 22.46 –0.21 .23 33.78 16.44 PDF Solutions PDFS ... dd 30.24 –2.58 ... 9.11 3.69 Puyi PUYI ... dd 6.45 +0.53 ...
9.65 1.44 LexiconPharm LXRX ... dd 4.74 –0.22 ... 10.81 3.03 MediciNova MNOV ... dd 3.22 +0.01 ... 10.10 9.95 NewHoldInvtII NHICU ... ... 9.99 –0.01 ... 15.75 9.39 PDLCommBncp PDLB ... 21 14.85 –0.27 ... 19.00 10.25 PyxisOncology PYXS ... ... 12.84 –0.08 ...
15.42 4.29 LexinFintech LX ... 2 4.45 –0.70 ... 6.22 2.47 MediWound MDWD ... dd 2.59 –0.28 ... 17.97 6.56 Newmark NMRK .2 6 16.46 –0.38 .01 63.04 10.07 PLBY Group PLBY ... dd 36.55 –3.82 ... 5.75 0.49 Q&K Intl QK ... dd .51 –0.11 ...
42.15 15.98 LiAuto LI ... dd 32.40 +1.80 ... 231.00 121.85 Medpace MEDP ... 43 210.01 –17.00 ... 27.97 17.15 NewsCorp A NWSA .9 26 21.45 –0.68 .10 63.22 22.09 PMV Pharm PMVP ... dd 23.15 –1.97 ... 61.19 34.58 QCR Holdings QCRH .4 10 55.20 –2.80 .06
16.37 12.99 LianBio LIAN ... ... 16.00 –0.03 ... 23.15 11.60 MeiraGTx MGTX ... dd 17.95 –0.70 ... 26.21 17.05 NewsCorp B NWS .9 26 21.61 –0.71 .10 47.41 31.54 PPD PPD ... 47 47.35 +0.10 ... 15.04 7.67 QIWI QIWI 12.6 4 8.33 +0.03 .30
188.76 138.04 LibertyBroadbandA LBRDA .0 48 157.61 –5.27 .4375 23.65 9.64 MelcoResorts MLCO ... dd 10.40 –0.54 ... 38.78 17.21 NewtekBusSvcs NEWT 10.6 ... 29.77 +0.17 1.05 48.14 32.78 PRA Group PRAA ... 11 43.61 +0.62 ... 22.00 3.08 QilianIntl QLI ... ... 3.16 –0.13 ...
194.05 142.63 LibertyBroadbandC LBRDK ... 49 161.10 –4.76 ... 2020.00 1244.00 MercadoLibre MELI ... cc 1258.71 –142.56 ... 28.00 7.94 NexImmune NEXI ... dd 7.94 –2.13 ... 47.73 33.56 ProceptBio PRCT ... ... 35.61 –5.07 ... 201.68 146.77 Qorvo QRVO ... 15 148.11 –7.08 ...
30.58 22.15 LibertyGlobal A LBTYA ... 1 28.07 +0.16 ... 37.33 24.17 MercantileBank MBWM 3.5 9 34.16 –1.72 .30 171.16 97.37 NexstarMedia NXST 1.8 7 155.93 –7.49 .70 153.73 105.51 PTC PTC ... 26 105.94 –11.39 ... 188.77 122.17 Qualcomm QCOM 1.5 22 175.74 –9.26 .68
38.89 22.55 LibertyGlobal B LBTYB ... 1 27.93 –1.67 ... 10.16 10.03 MercatoPtrsAcqn MPRAU ... ... 10.08 –0.03 ... 14.40 5.59 NextCure NXTC ... dd 6.02 +0.22 ... 70.82 34.85 PTC Therap PTCT ... dd 38.06 –1.95 ... 57.28 29.36 QualtricsIntl XM ... dd 33.88 –2.00 ...
30.49 21.33 LibertyGlobal C LBTYK ... 1 28.25 +0.24 ... 18.14 8.03 MercerIntl MERC 2.3 9 11.14 +0.37 .065 13.25 6.40 Nexters GDEV ... ... 7.50 –0.70 ... 103.19 77.96 Paccar PCAR 1.6 17 86.54 +0.17 .34 148.84 90.26 Qualys QLYS ... 71 129.71 –7.73 ...
14.79 9.97 LibertyLatAmA LILA ... 19 11.60 –0.79 ... 88.96 44.44 MercurySystems MRCY ... 69 48.25 –1.07 ... 2.02 0.57 NextersWt GDEVW ... ... .70 –0.08 ... 53.69 14.45 PacBiosciCA PACB ... dd 23.32 –3.15 ... 92.57 41.05 Quanterix QTRX ... dd 43.07 –3.05 ...
Nasdaq Issues
9.47 4.96 Quantum QMCO ... dd 5.78 –0.29 ... 16.88 7.05 Sabre SABR ... dd 7.31 –1.09 ... 11.16 10.03 SportsMapTech SMAPU ... ... 10.57 +0.31 ... 34.32 21.69 TowneBank TOWN 2.6 10 31.26 –1.77 .20 12.40 8.86 ViaRenewables VIA 6.2 13 11.61 –0.24 .1813
25.00 6.28 Quantum-Si QSI ... dd 6.59 –0.99 ... 87.98 70.78 SafetyInsurance SAFT 4.5 8 79.24 +1.52 .90 10.03 9.83 SportsMapTech SMAP ... ... 9.88 +0.01 ... 232.45 133.60 TractorSupply TSCO .9 29 228.36 –2.20 .52 101.60 34.80 ViacomCBS A VIACA 2.7 7 35.23 –1.39 .24
11.50 0.85 Quantum-SiWt QSIAW ... ... 1.66 –0.26 ... 28.58 19.20 SagaComm SGA 2.6 15 24.21 –2.85 .16 0.65 0.47 SportsMapTechWt SMAPW ... ... .53 ... ... 114.09 46.71 TradeDesk TTD ... cc 103.98 –3.81 ... 101.97 32.28 ViacomCBS B VIAC 2.9 6 32.61 –1.05 .24
10.48 1.66 Quhuo QH ... dd 1.80 +0.03 ... 98.39 38.35 SageTherap SAGE ... 3 39.32 –1.58 ... 96.48 51.72 SpringWorks SWTX ... dd 68.48 –2.39 ... 99.25 58.08 Tradeweb TW .3 84 95.99 –1.91 .08 69.16 9.65 ViantTech DSP ... dd 10.06 –1.11 ...
265.00 103.31 Quidel QDEL ... 7 144.81 –7.69 ... 365.50 171.00 Saia SAIA ... 41 335.83 –22.63 ... 29.35 19.13 SproutsFarmersMkt SFM ... 11 26.89 +1.07 ... 17.18 6.85 TransActTechs TACT ... dd 11.99 +0.79 ... 68.76 29.82 ViaSat VSAT ... 98 47.18 –1.64 ...
25.99 13.23 QuinStreet QNST ... 70 15.55 –0.94 ... 6.82 1.01 SalemMedia SALM ... 3 3.02 –0.03 ... 35.60 2.57 SpruceBio SPRB ... dd 2.75 –0.18 ... 101.05 31.10 Transcat TRNS ... 58 88.50 –7.66 ... 18.86 12.57 Viatris VTRS 3.5 dd 12.75 –0.33 .11
7.59 1.88 Quotient QTNT ... dd 2.12 +0.08 ... 44.60 16.09 SanaBiotech SANA ... dd 18.37 –2.94 ... 163.08 69.00 StaarSurgical STAA ... cc 97.18 –12.85 ... 7.00 2.35 TransCodeTherap RNAZ ... dd 2.69 –0.04 ... 18.14 13.20 ViaviSolutions VIAV ... dd 15.15 –0.39 ...
17.39 8.04 QurateRetailB QRTEB .0 3 8.69 –0.23 1.25 0.63 0.45 SanabyHlthIWt SANBW ... ... .50 ... ... 11.04 2.15 Stagwell STGW ... dd 7.63 –0.59 ... 49.50 14.34 TransMedics TMDX ... dd 21.91 –0.88 ... 164.76 74.08 Vicor VICR ... cc 148.31 –10.49 ...
14.62 7.90 QurateRetailA QRTEA .0 3 8.14 –0.38 1.25 10.25 10.05 SanabyHealthI SANBU ... ... 10.21 ... ... 26.00 7.31 StarBulkCarriers SBLK 14.3 5 20.95 +2.07 1.25 64.58 22.00 TravelCenters TA ... 19 53.04 –2.37 ... 43.09 15.69 VictoryCapital VCTR 1.6 10 34.00 +0.16 .17
5.64 0.67 Qutoutiao QTT ... dd .68 –0.15 ... 10.10 9.87 SanabyHlthIA SANB ... ... 9.97 ... ... 5.40 2.36 StarEquity STRR ... dd 2.61 +0.23 ... 19.83 8.67 Travelzoo TZOO ... 26 9.39 –0.31 ... 16.28 8.47 VidlerWater VWTR ... 23 11.58 –0.66 ...
200.00 125.55 SandersonFarms SAFM .9 14 186.69 –0.41 .44 126.32 95.92 Starbucks SBUX 1.8 31 110.66 –0.12 .49 33.09 12.75 TravereTherap TVTX ... dd 29.03 –0.24 ... 13.31 3.45 View VIEW ... ... 4.13 +0.11 ...
16.57 0.64
R 51.31
94.97
29.34
73.21
SandySpringBncp
Sanfilippo
SASR
JBSS
2.7
.8 14
9 47.81
82.91
–2.14
–1.28
.32
2.30
51.73
2.58
14.97
0.72
StateAutoFin
StealthBioTher
STFC
MITO
.8
...
32
dd
51.40
.87
...
–0.07
.10
...
37.17
19.57 7.60
TreaceMed
TreanInsurance
TMCI
TIG
...
...
dd
20
17.89
9.12
–1.67
+0.07
...
...
2.94
8.25 3.54
ViewWt
ViewRay
VIEWW
VRAY
...
...
...
dd
.78
5.58
+0.01
–0.13
...
...
19.43 7.89 SangamoTherap SGMO ... dd 8.45 –0.62 ... 3.32 2.06 StealthGas GASS ... 42 2.66 –0.04 ... 23.76 14.76 TremorIntl TRMR ... ... 15.22 –0.38 ... 10.09 4.95 VikingTherap VKTX ... dd 5.38 –0.26 ...
43.26 14.89 RaptTherap RAPT ... dd 31.16 –3.84 ... 43.63 30.59 Sanmina SANM ... 9 37.48 –1.20 ... 74.37 33.77 SteelDynamics STLD 1.6 6 63.51 +0.40 .26 3.64 0.97 TreviTherap TRVI ... dd 1.00 –0.06 ... 26.31 21.00 VillageSuper A VLGEA 4.6 15 21.87 +0.13 .25
27.47 14.70 RBB Bancorp RBB 2.1 9 24.65 –1.77 .13 54.26 45.17 Sanofi SNY 2.8 18 48.30 –2.33 1.9061 55.19 25.86 StepStone STEP 1.4 13 41.69 –5.31 .15 8.19 3.55 Tricida TCDA ... dd 7.40 –0.27 ... 58.00 19.07 Vimeo VMEO ... ... 19.67 –0.82 ...
250.52 160.51 RBC Bearings ROLL ... 64 200.56 –9.22 ... 38.32 24.30 SapiensInt SPNS ... 47 35.27 –2.46 ... 79.97 59.65 Stericycle SRCL ... cc 60.43 –0.29 ... 51.66 32.41 TriCoBancshares TCBK 2.3 11 42.60 –2.14 .25 19.46 10.50 VinciPartnersInvt VINP 4.0 18 11.49 –0.55 .30
81.65 26.86 RCI Hospitality RICK .2 23 65.18 –5.99 .04 11.80 5.95 SarcosTech&Robotic STRC ... dd 7.42 –0.92 ... 28.99 20.88 SterlingCheck STER ... dd 24.13 –1.49 ... 38.72 26.56 TriMas TRS .5 22 35.21 –0.40 .04 13.48 8.88 VintageWineEstates VWE ... dd 11.26 +0.01 ...
12.49 1.54 RCM Tech RCMT ... 25 7.36 +0.40 ... 1.47 0.51 SarcosTechRobotWt STRCW ... ... .89 –0.19 ... 29.67 15.69 SterlingCnstr STRL ... 14 27.24 –1.46 ... 96.49 59.00 Trimble TRMB ... 38 83.41 –5.24 ... 18.99 3.29 ViomiTech VIOT ... 7 3.51 –0.60 ...
16.66 3.40 REE Automotive REE ... dd 4.32 +0.56 ... 181.83 65.30 SareptaTherap SRPT ... dd 79.62 –0.39 ... 51.56 31.20 StevenMadden SHOO 1.3 26 47.44 –1.89 .15 6.82 1.75 TrinityBiotech TRIB ... 3 1.83 –0.13 ... 25.32 11.18 ViperEnergyPtrs VNOM 7.1 dd 21.49 –0.72 .38
12.30 0.67 REEAutoWt REEAW ... ... .81 +0.06 ... 7.48 4.08 SatsumaPharm STSA ... dd 5.25 –0.15 ... 113.76 26.13 StitchFix SFIX ... dd 27.93 –0.65 ... 17.79 13.46 TrinityCapital TRIN 7.0 5 16.71 –0.44 .33 141.01 25.31 VirBiotech VIR ... dd 36.00 +3.25 ...
50.26 27.02 REGENXBIO RGNX ... dd 30.96 –2.55 ... 3.58 1.06 Savara SVRA ... dd 1.15 +0.07 ... 67.40 38.81 StockYardsBncp SYBT 1.8 22 62.00 –2.40 .28 45.19 23.61 Trip.com TCOM ... 5 27.85 –1.18 ... 24.80 4.70 ViractaTherap VIRX ... dd 4.84 –0.40 ...
9.63 4.58 RF Industries RFIL ... 13 7.13 –0.53 ... 40.83 23.47 ScanSource SCSC ... 12 32.40 –1.26 ... 71.58 21.42 StokeTherap STOK ... dd 25.11 –2.69 ... 64.95 25.06 TripAdvisor TRIP ... dd 26.75 –2.20 ... 4.61 2.08 VircoMfg VIRC ... dd 3.39 ... ...
26.02 21.32 RGC Resources RGCO 3.4 18 21.58 –0.52 .185 59.34 25.09 SchnitzerSteel SCHN 1.4 9 52.15 –1.71 .1875 95.12 16.19 StoneCo STNE ... dd 16.34 –2.79 ... 31.24 14.75 TriStateCapital TSC ... 17 29.79 +0.03 ... 32.35 22.40 VirtuFinancial VIRT 3.3 8 29.11 +0.54 .24
7.00 0.51 RISE Education REDU ... dd .59 –0.06 ... 70.00 21.84 ScholarRock SRRK ... dd 26.97 –2.57 ... 72.34 50.02 StoneX SNEX ... 7 66.70 –0.80 ... 15.45 4.50 Triterras TRIT ... cc 4.71 –0.76 ... 338.80 177.16 VirtusInvtPtrs VRTS 2.0 12 304.46 –11.79 1.50
31.28 18.71 R1RCM RCM ... dd 24.00 –1.20 ... 40.47 22.37 Scholastic SCHL 1.6 cc 37.54 –0.46 .15 56.95 15.72 Stratasys SSYS ... dd 27.00 –2.70 ... 135.57 44.58 TriumphBancorp TBK ... 28 127.97 –2.50 ... 10.18 10.05 VisionSensingAcqn VSACU ... ... 10.15 +0.01 ...
26.43 13.07 RackspaceTech RXT ... dd 14.83 –0.52 ... 117.00 36.93 Schrodinger SDGR ... dd 39.54 –1.26 ... 100.37 56.65 StrategicEd STRA 4.2 35 57.76 +0.11 .60 5.88 1.98 trivago TRVG ... dd 2.19 –0.24 ... 147.55 91.61 Visteon VC ... cc 113.17 –7.63 ...
18.79 7.91 RadiusGlbInfr RADI ... dd 17.24 –0.72 ... 10.10 9.90 SchultzeSpacII SAMAU ... ... 10.02 +0.02 ... 67.28 31.89 Strattec STRT ... 10 39.13 –3.68 ... 6.25 3.28 TrueCar TRUE ... 5 3.35 –0.19 ... 18.61 13.00 VitaCoco COCO ... ... 15.22 –0.53 ...
26.16 11.95 RadiusHealth RDUS ... dd 16.53 –0.80 ... 15.10 8.42 Science37 SNCE ... dd 10.11 –2.43 ... 37.36 21.83 StratusProp STRS ... dd 35.07 +0.43 ... 140.46 69.74 Trupanion TRUP ... dd 126.79 –9.73 ... 31.24 15.14 VitalFarms VITL ... cc 17.99 –1.00 ...
38.84 17.27 RadNet RDNT ... 41 26.85 –1.45 ... 90.20 35.81 ScientificGames SGMS ... 36 65.30 –2.31 ... 35.80 19.25 StrongholdDig SDIG ... ... 19.44 –4.70 ... 41.47 29.78 TrustcoBank TRST 4.3 11 32.66 –0.74 .35 18.48 10.61 Vitru VTRU ... 47 13.08 –0.56 ...
39.78 24.85 Radware RDWR ... 86 29.38 –0.83 ... 22.29 13.18 SciPlay SCPL ... 19 16.39 –0.62 ... 28.00 20.00 SummitFin SMMF 2.8 8 26.03 –0.86 .18 36.31 24.75 Trustmark TRMK 2.9 12 31.58 –1.16 .23 14.35 9.64 VividSeats SEAT .0 dd 11.68 –0.65 .23
23.90 11.57 RainTherap RAIN ... dd 14.58 –1.03 ... 47.86 2.54 ScopusBio SCPS ... dd 2.57 –0.56 ... 18.18 9.48 SummitStateBk SSBI 3.0 8 15.75 +0.65 .12 14.71 6.06 TScanTherap TCRX ... ... 8.75 –0.05 ... 4.00 0.86 VividSeatsWt SEATW ... ... 2.85 –0.44 ...
25.78 10.05 Rallybio RLYB ... dd 13.15 –0.40 ... 9.45 4.42 scPharm SCPH ... dd 4.72 +0.03 ... 12.30 4.26 SummitTherap SMMT ... dd 5.16 –0.19 ... 5.28 1.00 Tuniu TOUR ... dd 1.02 –0.18 ... 20.36 14.67 Vodafone VOD 10.4 dd 14.94 –0.54 .5324
19.99 2.67 RamacoRscs METC ... 33 12.06 +0.97 ... 24.78 12.68 ScrippsEW SSP 1.0 18 19.30 –1.17 .05 46.37 13.24 SumoLogic SUMO ... dd 14.15 –0.91 ... 141.30 37.61 TurningPtTherap TPTX ... dd 39.30 –0.78 ... 20.82 10.85 Vonage VG ... dd 20.69 +4.32 ...
27.78 15.56 Rambus RMBS ... ... 26.62 –0.61 ... 2.15 0.72 SeaChange SEAC ... dd .79 ... ... 44.13 25.85 SunCountryAir SNCY ... 23 27.53 –1.82 ... 38.70 18.18 TurtleBeach HEAR ... 16 27.27 +0.53 ... 63.62 11.59 VorBiopharma VOR ... dd 12.00 –1.58 ...
27.40 16.99 RandolphBancorp RNDB 2.5 9 24.36 –1.34 .15 40.93 25.19 SeacoastBkgFL SBCF 1.5 17 34.49 –2.29 .13 17.07 6.09 SunOpta STKL ... dd 6.31 –0.33 ... 79.84 27.24 TuSimple TSP ... dd 38.92 –1.49 ... 9.69 2.46 VoyagerTherap VYGR ... dd 3.06 –0.23 ...
35.31 8.40 RangerOil ROCC ... dd 26.53 +2.95 ... 116.93 58.04 Seagate STX 2.8 14 98.62 –2.16 .70 57.52 19.75 SunPower SPWR ... 17 28.47 –2.12 ... 18.16 7.01 23andMe ME ... ... 9.14 –0.83 ... 53.33 15.07 Vroom VRM ... dd 15.54 –1.09 ...
36.27 9.24 RaniTherap RANI ... dd 30.75 –3.31 ... 202.60 133.20 Seagen SGEN ... dd 169.50 –14.12 ... 100.93 37.42 SunRun RUN ... dd 47.41 –7.45 ... 5.72 1.15 23andMeWt MEUSW ... ... 2.32 –0.17 ...
12.57
27.04
145.00 70.19
RapidMicro
Rapid7
RPID
RPD
...
...
dd
dd
13.15
124.42
–2.84
–7.89
...
...
10.16
10.15
9.99
10.05
SeaportCalibre
SeaportGlblAcqnII
SCMAU
SGIIU
...
...
...
...
10.10
10.08
+0.02
–0.01
...
...
47.14
29.33
28.03
21.02
SuperMicroComp
SuperiorGroup
SMCI
SGC
...
2.1
19
10
40.43
23.26
–1.75
–1.58
...
.12
16.20
214.07
5.91
84.23
TwinDisc
TwistBiosci
TWIN
TWST
...
...
dd
dd
12.44
94.99
–0.81
–15.63
...
... W
13.23 8.09 RattlerMidstrm RTLR 9.4 13 10.68 –0.01 .25 22.97 13.41 SeaSpine SPNE ... dd 13.50 –0.92 ... 34.50 20.81 SupernusPharms SUPN ... 20 30.61 –2.86 ... 64.00 13.77 2seventybio TSVT ... ... 28.63 –7.51 ...
59.60 25.17 RavenIndustries RAVN ... 83 57.97 +0.15 ... 3.46 0.68 SecooHolding SECO ... ... .70 –0.09 ... 14.40 4.95 SurfaceOncol SURF ... 19 5.70 +0.01 ... 59.74 22.90 2U TWOU ... dd 24.72 –0.14 ... 12.17 3.78 WaveLifeSci WVE ... dd 3.99 –0.32 ...
12.75 8.39 RealGoodFood RGF ... ... 9.45 –1.05 ... 26.89 11.14 SecureWorks SCWX ... dd 18.05 –2.06 ... 3.27 0.74 Surgalign SRGA ... dd .79 +0.04 ... 31.36 12.70 TyraBiosciences TYRA ... ... 23.87 –0.13 ... 333.42 207.11 WD-40 WDFC 1.2 46 236.83 +6.52 .72
6.66 1.15 RealNetworks RNWK ... dd 1.23 ... ... 10.18 7.34 SecurityNatFin SNFCA ... 5 8.93 +0.10 ... 69.58 24.20 SurgeryPartners SGRY ... dd 43.74 –4.65 ... 56.08 37.83 WSFS Financial WSFS 1.0 9 50.86 –3.08 .13
30.22
160.41
11.18
76.34
RealReal
ReataPharm
REAL
RETA
...
...
dd
dd
15.87
81.40
+0.45
–8.35
...
...
86.55
5.70
21.75
2.67
Seer
SelectaBiosci
SEER
SELB
...
...
dd
dd
22.87
2.90
–2.42
–0.31
...
...
62.27
28.30
37.03
15.80
Surmodics
SutroBioph
SRDX
STRO
...
...
cc
dd
45.77
16.18
–2.45
–1.38
...
...
U 16.79
41.13
14.22
16.67
WVS Financial
WW Intl
WVFC
WW
2.6
...
23
25
15.21
17.36
–0.37
–1.51
.10
...
42.81 15.25 RecursionPharm RXRX ... dd 18.91 –0.90 ... 91.46 61.68 SelectiveIns SIGI 1.4 11 78.09 –0.06 .28 15.19 5.83 Synalloy SYNL ... 40 14.28 +0.90 ... 4.57 0.80 Waitr WTRH ... 34 1.15 +0.08 ...
65.07 46.10 RedRiverBcshs RRBI .5 12 53.03 –0.27 .07 27.18 6.30 Sema4 SMFR ... dd 6.89 –0.39 ... 283.50 76.49 Synaptics SYNA ... 85 271.77 –6.87 ... 92.10 52.11 UFP Inds UFPI .9 12 86.96 –2.29 .20 57.05 37.89 WalgreensBoots WBA 4.2 16 45.90 –1.08 .4775
41.34 16.37 RedRobin RRGB ... dd 17.22 –0.91 ... 12.00 1.76 Sema4Wt SMFRW ... ... 2.00 –0.46 ... 6.59 2.15 Synchronoss SNCR ... dd 2.72 –0.02 ... 109.90 66.68 UMB Fin UMBF 1.5 11 102.03 –4.20 .37 34.42 19.65 WalkMe WKME ... ... 20.41 –2.63 ...
58.74 21.12 RedRockResorts RRR .0 34 46.53 –4.18 3.00 10.21 10.05 SemperParatus LGSTU ... ... 10.11 –0.02 ... 27.85 13.02 SyndaxPharm SNDX ... dd 16.48 –1.28 ... 23.56 8.30 USA Truck USAK ... 9 18.72 –2.31 ... 50.23 28.11 WarnerMusic WMG 1.4 74 42.98 –0.33 .15
27.22 9.12 Redbox RDBX ... 63 11.95 –1.14 ... 94.92 57.97 Semtech SMTC ... 62 85.35 –6.64 ... 104.18 60.38 SyneosHealth SYNH ... 41 98.80 –2.99 ... 18.75 10.53 USCenturyBank USCB ... ... 15.03 +0.20 ... 36.84 23.29 WashingtonFederal WAFD 2.8 14 32.99 –1.60 .23
4.40 0.48 RedboxWt RDBXW ... ... 1.90 –0.22 ... 62.37 36.23 SenecaFoods A SENEA ... 4 45.00 –0.53 ... 5.11 2.07 Synlogic SYBX ... dd 2.59 –0.04 ... 45.72 29.57 US Ecology ECOL ... dd 34.64 –0.43 ... 58.73 39.10 WashTrBcp WASH 3.8 13 55.23 –1.67 .52
98.45 40.11 Redfin RDFN ... dd 41.80 –2.37 ... 26.50 6.68 SenseiBiotherap SNSE ... dd 7.82 –0.64 ... 361.22 217.69 Synopsys SNPS ... 71 342.16 –15.79 ... 156.00 105.50 US Lime&Min USLM .5 20 126.66 –7.52 .16 22.18 17.47 WaterstoneFinl WSBF 3.8 6 20.89 –0.60 .20
11.52 2.57 RedHillBio RDHL ... dd 3.00 +0.17 ... 5.97 3.31 SenstarTech SNT 30.6 8 3.53 –0.28 1.725 7.89 1.28 SyprisSolutions SYPR ... 58 2.81 –0.23 ... 14.20 2.50 uCloudlink UCL ... dd 2.81 +0.06 ... 34.50 17.33 WaysideTech WSTG 2.2 15 30.23 –1.07 .17
78.07 43.49 RegencyCtrs REG 3.5 37 71.26 –2.54 .625 15.50 7.61 SeraPrognostics SERA ... dd 11.00 +0.20 ... 15.65 3.70 SyrosPharm SYRS ... dd 3.97 +0.09 ... 32.62 25.24 Udemy UDMY ... ... 26.20 –4.77 ... 34.95 3.21 WeatherfordIntl WFRD ... dd 29.00 –0.19 ...
686.62 441.00 RegenPharm REGN ... 10 643.35 –9.33 ... 29.93 5.41 SeresTherap MCRB ... dd 9.35 +0.19 ... 417.85 258.00 UltaBeauty ULTA ... 31 399.53 –8.18 ... 64.70 37.30 Weibo WB ... 29 42.79 +0.82 ...
64.37 25.72 RelayTherap RLAY ... dd 29.81 –4.68 ... 8.51 65.33 29.92 UltraClean UCTT ... 24 53.69 –3.08 ... 19.90 6.79 Wejo WEJO ... ... 7.43 –3.95 ...
40.00
53.65
18.06
23.74
RelmadaTherap
RemitlyGlobal
RLMD
RELY
...
...
dd
dd
18.83
25.43
–1.56
–1.42
...
...
15.39
2.18 1.04
ServiceProperties
ServiceSource
SVC
SREV
.4
...
dd
dd
8.99
1.04
–1.05
–0.06
.01
... T 179.65
11.78
74.11
5.38
UltragenyxPharm
Ultralife
RARE
ULBI
...
...
dd
30
76.49
5.53
–2.83
–0.27
...
...
3.21
29.46
0.48
18.86
WejoWt
Wendy's
WEJOW
WEN
...
2.0
...
26
1.21
21.32
–0.69
–0.62
...
.12
35.71 11.85 Renalytix RNLX ... dd 19.39 +0.25 ... 6.04 0.70 SesenBio SESN ... dd 1.08 +0.01 ... 22.03 13.86 Umpqua UMPQ 4.4 9 19.11 –1.08 .21 23.99 11.23 WerewolfTherap HOWL ... dd 14.98 –1.02 ...
46.97 30.76 Renasant RNST 2.4 12 36.90 –1.13 .22 10.15 10.05 7Acqn SVNAU ... ... 10.15 +0.05 ... 14.40 10.11 TCG BDC CGBD 9.3 5 13.72 –0.11 .07
8.60 2.53 UnicoAmerican UNAM ... dd 2.97 –0.35 ... 49.76 38.54 WernerEnterprises WERN 1.1 13 45.43 –0.70 .12
95.72 1.72 17Educ&Tech YQ ... dd 1.78 –0.60 ... 35.86 5.13 TCR2 Therap TCRR ... dd 5.24 –0.69 ...
17.18 6.10 ReneoPharm RPHM ... dd 7.03 –0.96 ... 12.81 5.67 Sharecare SHCR ... dd 6.31 –0.41 ... 18.00 11.03 TelaBio TELA ... dd 12.23 –0.37 ... 37.99 25.05 UnionBankshares UNB 4.2 10 31.61 +0.54 .33 39.87 28.25 WesBanco WSBC 4.0 10 33.00 –1.78 .33
4.05 1.21 ReNewEnergyWt RNWWW ... ... 1.80 –0.02 ... 4.07 0.94 SharecareWt SHCRW ... ... 1.31 –0.20 ... 21.14 6.39 TFF Pharm TFFP ... dd 7.19 –0.42 ... 52.19 25.80 uniQure QURE ... 4 28.82 –0.82 ... 34.50 18.86 WestBancorp WTBA 3.1 11 31.47 –1.21 .24
14.08 7.90 ReNewEnergy RNW ... ... 8.09 –0.81 ... 60.52 8.75 ShattuckLabs STTK ... dd 9.29 –0.11 ... 22.54 17.13 TFS Fin TFSL 6.0 66 18.81 –0.52 .2825 63.70 39.17 UnitedAirlines UAL ... dd 42.26 –3.85 ... 66.85 52.44 WestamericaBncp WABC 3.1 17 54.61 –1.77 .42
117.00 45.06 RenewableEnergy REGI ... 13 47.87 –0.80 ... 61.53 25.61 ShenandoahTel SHEN .3 1 26.01 –0.92 .07 10.43 10.10 TGVentureAcqn TGVCU ... ... 10.30 +0.02 ... 37.71 22.70 UnitedBancshares UBOH 2.9 7 27.65 –0.27 .20 78.19 44.74 WesternDigital WDC ... 12 57.76 +1.74 ...
67.76 33.58 Rent-A-Center RCII 2.6 17 47.50 +2.03 .31 44.04 20.94 ShoalsTech SHLS ... cc 29.39 –3.50 ... 9.88 9.80 TGVentureAcqn TGVC ... ... 9.86 ... ... 42.50 29.12 UnitedBkshrsWV UBSI 4.0 12 36.22 –1.97 .36 9.98 6.29 WestNewEngBncp WNEB 2.2 10 9.21 –0.16 .05
24.77 14.52 RenttheRunway RENT ... dd 15.88 –0.32 ... 249.73 84.24 ShockwaveMed SWAV ... dd 183.60 –16.30 ... 0.52 0.44 TGVentureAcqnWt TGVCW ... ... .44 ... ... 37.24 23.84 UtdCmtyBks UCBI 2.3 11 34.63 –1.43 .20 12.95 2.37 WestportFuelSys WPRT ... 31 2.55 ... ...
46.44 19.01 RepareTherap RPTX ... dd 26.35 –0.18 ... 46.21 17.68 ShoeCarnival SCVL .7 8 40.53 –1.25 .07 10.18 10.07 TKBCritTech1 USCTU ... ... 10.14 +0.01 ... 36.40 19.85 UnitedFire UFCS 2.8 40 21.44 –0.53 .15 25.50 15.74 WeycoGroup WEYS 3.9 16 24.49 +0.51 .24
327.32 162.29 Repligen RGEN ... cc 286.01 +1.12 ... 23.19 12.99 ShoreBancshares SHBI 2.4 14 19.80 –0.18 .12 15.39 2.84 TMCthemetals TMC ... dd 3.17 –0.73 ... 18.99 13.68 UnitedGuardian UG 8.1 18 15.97 –0.33 .65 54.99 32.16 Willdan WLDN ... dd 40.83 –0.81 ...
54.79 27.66 Replimune REPL ... dd 29.00 –5.25 ... 54.50 25.24 Shyft SHYF .2 32 49.62 –2.16 .025 3.65 0.60 TMCtheMtlsWt TMCWW ... ... .65 –0.28 ... 8.92 6.66 UnitedSecBcshrs UBFO 5.6 16 7.90 –0.18 .11 47.78 26.32 WillisLease WLFC ... dd 37.16 –1.61 ...
57.62 35.06 RepublicBcpKYA RBCAA 2.3 13 53.06 –1.58 .308 9.14 3.80 Sientra SIEN ... dd 4.12 –0.44 ... 150.20 112.87 T-MobileUS TMUS ... 42 113.53 –2.09 ... 216.90 129.43 UnitedTherap UTHR ... 20 193.64 –7.49 ... 271.87 197.63 WillisTowers WLTW 1.4 13 228.99 –3.81 .80
4.61 2.73 RepublicFirstBncp FRBK ... 12 3.40 –0.12 ... 29.42 21.48 SierraBancorp BSRR 3.4 9 25.68 –1.07 .22 81.36 18.34 TPIComposites TPIC ... dd 18.87 –2.87 ... 14.60 10.07 Uniti UNIT 4.5 99 13.31 –0.65 .15 12.94 3.47 WiMiHologram WIMI ... dd 4.34 –0.21 ...
11.58 7.10 ReservoirMedia RSVR ... cc 7.79 –0.48 ... 23.95 13.32 SierraOncology SRRA ... dd 22.73 +0.48 ... 224.56 142.30 TRowePrice TROW 2.1 15 202.64 –7.90 1.08 28.91 15.97 UnityBancorp UNTY 1.5 8 26.45 –0.54 .10 187.35 112.49 Wingstop WING .4 cc 167.56 –9.31 .17
2.90 0.72 ReservoirMediaWt RSVRW ... ... 1.70 –0.08 ... 22.22 13.10 SierraWireless SWIR ... dd 17.34 –0.83 ... 113.37 66.40 TTEC TTEC 1.1 25 83.53 –1.07 .47 9.78 2.20 UnityBiotech UBX ... dd 2.21 –0.39 ... 277.99 165.82 Winmark WINA .7 28 267.00 +2.20 .45
19.44 11.49 ResourcesConnect RGP 3.2 16 17.51 –0.33 .14 42.57 17.36 SightSciences SGHT ... dd 19.09 –1.09 ... 15.36 11.73 TTM Tech TTMI ... 18 14.11 –0.14 ... 262.77 143.94 UnivDisplay OLED .6 36 144.44 –9.62 .20 97.11 54.13 WintrustFin WTFC 1.4 12 91.06 –1.27 .31
18.97 12.79 RetailOppor ROIC 2.5 40 17.95 –0.70 .11 54.32 3.85 SigilonTherap SGTX ... dd 3.95 –0.87 ... 3.79 0.59 T2Biosystems TTOO ... dd .65 ... ... 65.02 35.23 UnivElectro UEIC ... 22 37.56 –1.69 ... 7.38 4.19 WisdomTreeInvs WETF 1.9 55 6.23 –0.27 .03
33.83 12.62 RevanceTherap RVNC ... dd 12.83 –0.92 ... 342.03 112.03 SignatureBank SBNY .7 23 325.95 –6.04 .56 17.20 7.75 Taboola TBLA ... ... 8.52 –0.92 ... 27.95 19.05 UnivLogistics ULH 2.2 7 19.41 –0.65 .105 22.40 4.83 WISeKey WKEY ... dd 5.08 –0.18 ...
56.18 21.78 RevolutionMed RVMD ... dd 27.02 –2.73 ... 16.20 1.58 TaboolaWt TBLAW ... ... 2.00 –0.19 ... 12.47 6.55 UnivStainless USAP ... dd 8.53 –0.08 ... 362.07 154.00 Wix.com WIX ... dd 159.55 –10.04 ...
32.19 26.50 ReynoldsCnsmr REYN 3.0 19 30.29 +0.43 .23 35.00 17.25 SilenceTherap SLN ... dd 22.00 –0.95 ... 11.99 2.21 UniversePharm UPC ... ... 2.29 –0.04 ... 130.75 103.02 Woodward WWD .6 33 108.03 –6.14 .1625
43.26 9.04 RhythmPharm RYTM ... dd 9.24 –1.06 ... 44.55 33.62 SilganHoldings SLGN 1.3 14 42.57 +0.37 .14 69.31 11.40 TabulaRasaHlth TRHC ... dd 11.83 –0.57 ... 30.95 18.20 UnivestFin UVSP 2.8 8 28.44 –0.91 .20 307.81 214.00 Workday WDAY ... cc 277.55 –9.05 ...
11.25 5.11 RibbonComms RBBN ... 22 5.60 –0.18 ... 59.27 36.02 Silicom SILC ... 39 44.71 –0.10 ... 64.53 20.31 TactileSystems TCMD ... 53 20.67 –2.89 ... 38.50 5.12 UpFintech TIGR ... 74 5.91 –0.61 ... 261.23 97.13 WorldAcceptance WRLD ... 16 205.98 –15.32 ...
12.87 4.37 RichardsonElec RELL 2.2 26 11.06 –0.51 .06 210.98 113.73 SiliconLab SLAB ... dd 192.64 –12.61 ... 214.91 144.58 TakeTwoSoftware TTWO ... 35 169.66 –0.84 ... 53.00 20.01 UplandSoftware UPLD ... dd 20.21 –1.79 ... 10.75 9.90 WorldwideWebb WWACU ... ... 10.00 +0.02 ...
5.50 2.72 RigelPharm RIGL ... dd 2.77 –0.28 ... 81.87 38.43 SiliconMotion SIMO 2.2 17 68.94 –0.84 .50 19.82 11.30 TalarisTherap TALS ... dd 13.04 –0.05 ... 401.49 22.61 Upstart UPST ... cc 209.41 +2.44 ... 143.88 78.55 WynnResorts WYNN ... dd 85.69 –5.02 ...
11.52 4.12 RiminiStreet RMNI ... dd 6.70 –0.20 ... 67.49 42.52 SilkRoadMed SILK ... dd 43.33 –2.94 ... 33.90 4.29 TalisBiomed TLIS ... dd 4.73 +0.24 ... 64.49 30.41 Upwork UPWK ... dd 37.61 –3.35 ...
63.41 6.94 SilverbackTherap SBTX ... dd 7.19 –1.03 ... 12.45 1.98 Talkspace TALK ... dd 2.27 +0.03 ...
8.22
16.04
4.90
7.15
RiverviewBncp
RiverviewFinl
RVSB
RIVE
2.9
... 12
9 7.68
15.84
–0.18
+1.70
.055
... 17.66
33.43
12.75
19.44
SilvercrestAsset
SimmonsFirstNat
SAMG
SFNC
4.2
2.5
14
11
16.21
29.17
–0.04
–0.68
.17
.18
3.30
10.19
0.32
10.11
TalkspaceWt
Talon1Acqn
TALKW
TOACU
...
...
...
...
.34
10.13
–0.10
–0.02
...
...
42.10
28.20
24.40
11.67
UrbanOutfitters
UroGenPharma
URBN
URGN
...
...
11
dd
31.85
12.14
–4.32
+0.08
...
... XYZ
179.47 95.20 Rivian RIVN ... ... 112.13 –16.47 ... 8.62 1.55 Usio USIO ... dd 8.00 +0.67 ...
85.00 26.57 Robinhood HOOD ... dd 27.92 –1.07 ... 90.92 36.90 SimulationsPlus SLP .5 cc 48.52 –8.23 .06 143.67 76.19 TandemDiabetes TNDM ... cc 129.66 –9.22 ... 133.87 81.01 UtahMedProducts UTMD .9 31 120.33 +4.71 2.00 46.32 20.63 XOMA XOMA ... dd 21.86 –0.70 ...
67.48 23.35 RocketPharm RCKT ... dd 23.67 –4.20 ... 39.60 23.40 SinclairBroadcast SBGI 3.4 12 23.74 –0.57 .20 18.84 8.90 TangoTherapeutics TNGX ... dd 10.35 –1.62 ... 2.54 1.03 UTStarcom UTSI ... dd 1.18 +0.01 ... 53.08 27.65 XP XP ... 28 29.56 –0.19 ...
1.98 0.42 RockwellMedical RMTI ... dd .44 –0.04 ... 33.37 10.80 SingularGenomics OMIC ... dd 12.66 –1.08 ... 3.88 0.60 TarenaIntl TEDU ... dd .70 –0.03 ... 5.82 0.86 Uxin UXIN ... dd 2.24 –0.06 ... 20.75 12.20 XBiotech XBIT .0 dd 12.80 +0.13 2.50
69.00 27.71 RockyBrands RCKY 1.7 15 35.98 –2.51 .155 4.15 1.49 SioGeneTherap SIOX ... dd 1.58 –0.06 ... 63.69 19.89 TarsusPharm TARS ... dd 25.00 –0.07 ... 4.15 0.98 XcelBrands XELB ... dd 1.34 –0.06 ...
8.14 5.75 SiriusXM SIRI 1.4 77 6.17 –0.02 .022 85.49 26.66 TaskUs TASK ... ... 45.41 –4.38 ...
10.36
10.87
3.90
5.80
RockyMtnChoc
RoivantSciences
RMCF
ROIV
...
...
16
dd
8.73
7.00
–0.59
–1.00
...
... 312.03 75.81 SiTime SITM ... cc 300.98 +13.39 ... 10.44 4.36
11.46
TatTechnologies TATT ... dd 6.52 –0.06 ... V 72.94
58.35
57.23
30.12
XcelEnergy
Xencor
XEL
XNCR
2.8
...
22
dd
64.76
35.44
–0.34
–1.42
.4575
...
2.15 0.58 RoivantSciencesWt ROIVW ... ... 1.23 –0.27 ... 10.20 10.05 SizzleAcqn SZZLU ... ... 10.19 +0.05 ... 33.35 TayshaGene TSHA ... dd 12.69 –0.80 ... 36.42 10.86 XenonPharms XENE ... dd 27.44 –1.55 ...
490.76 222.32 Roku ROKU ... cc 235.16 +1.06 ... 61.16 36.35 SkyWest SKYW ... 34 41.06 –2.59 ... 111.44 49.58 TechTarget TTGT ... cc 96.72 –10.14 ... 2.38 1.45 VEON VEON ... dd 1.80 –0.03 ... 7.94 1.77 XerisBiopharma XERS ... dd 2.17 –0.10 ...
25.63 3.88 Root ROOT ... dd 4.08 –0.41 ... 204.00 135.97 Skyworks SWKS 1.5 17 152.48 –8.23 .56 15.32 10.09 Ericsson ERIC 1.5 14 10.12 –0.80 .1139 10.15 10.05 VMG Consumer VMGAU ... ... 10.08 –0.01 ... 26.96 17.59 Xerox XRX 5.2 13 19.26 +0.06 .25
10.12 10.03 RoseHillAcqn ROSEU ... ... 10.11 +0.02 ... 151.44 66.51 SleepNumber SNBR ... 10 80.54 +2.67 ... 48.35 30.01 Telesat TSAT ... ... 33.40 –6.10 ... 44.45 10.51 VNET VNET ... dd 11.07 –1.90 ... 22.39 1.23 XiaobaiMaimai HX ... ... 2.97 +0.04 ...
134.22 104.92 RossStores ROST 1.0 24 110.01 –2.77 .285 4.16 1.71 SmartSand SND ... dd 1.91 –0.04 ... 41.84 14.80 Telos TLS ... dd 16.15 –2.68 ... 27.78 9.58 VOXX Intl VOXX ... 9 11.25 –0.37 ... 230.33 111.84 Xilinx XLNX .7 70 223.95 +3.08 .37
15.59 8.61 Rover ROVR ... dd 10.60 –1.46 ... 10.00 2.42 SmartShareGlbl EM ... dd 2.49 –0.14 ... 208.99 128.15 10xGenomics TXG ... dd 148.85 –1.11 ... 65.42 34.03 VSE VSEC .6 84 58.13 –2.51 .09 27.95 14.89 XilioTherap XLO ... ... 19.91 –2.85 ...
4.80 1.18 RoverWt ROVRW ... ... 2.95 –0.50 ... 16.08 3.13 SmileDirectClub SDC ... dd 3.20 –0.43 ... 58.45 34.70 Tenable TENB ... dd 50.08 –4.57 ... 13.20 0.98 VyneTherap VYNE ... dd 1.03 –0.04 ... 97.57 40.90 Xometry XMTR ... dd 50.48 –3.88 ...
129.69 92.01 RoyalGold RGLD 1.4 25 102.32 –3.11 .35 39.61 14.50 Smith&Wesson SWBI 1.4 4 22.45 –1.17 .08 32.00 15.35 TenayaTherap TNYA ... dd 19.12 –2.53 ... 17.99 12.25 Vaccitech VACC ... ... 12.40 –0.25 ... 16.00 3.84 Xos XOS ... dd 4.27 –0.08 ...
53.23 34.86 RoyaltyPharma RPRX 1.6 22 41.89 +0.33 .17 24.50 13.14 SnapOne SNPO ... dd 21.53 –0.04 ... 154.50 104.05 Teradyne TER .3 28 146.35 –4.92 .10 10.10 10.01 VahannaTechI VHNAU ... ... 10.08 +0.08 ... 4.55 0.81 XosWt XOSWW ... ... .94 +0.03 ...
38.71 6.18 RubiusTherap RUBY ... dd 12.05 –1.40 ... 17.40 3.86 SoYoungIntl SY ... 55 3.99 –0.33 ... 28.36 6.92 TernsPharm TERN ... dd 7.13 –1.27 ... 14.85 9.11 ValleyNatlBncp VLY 3.2 13 13.90 –0.43 .11 25.03 17.43 Xperi XPER 1.1 14 18.17 –0.91 .05
14.05 11.84 RunwayGrowthFin RWAY 7.4 12 13.56 +0.73 .25 28.26 10.10 SoFiTech SOFI ... dd 18.21 –2.16 ... 30.04 22.20 TerritBanc TBNK 3.5 13 26.11 –0.25 .23 59.84 24.16 Valneva VALN ... dd 59.60 +10.69 ... 11.22 2.58 Xunlei XNET ... 27 2.59 –0.13 ...
57.66 37.68 RushEnt A RUSHA 1.4 14 53.69 –2.18 .19 13.15 1.85 SoFiTechWt SOFIW ... ... 7.10 –1.89 ... 1243.49 539.49 Tesla TSLA ... cc 1081.92 –55.14 ... 21.86 12.00 VandaPharm VNDA ... 27 16.55 –0.41 ... 55.00 16.38 Y-mAbsTherap YMAB ... dd 17.15 –1.00 ...
57.40 33.93 RushEnt B RUSHB 1.4 14 53.39 –2.03 .19 24.99 15.04 Sohu.com SOHU ... 1 16.75 –1.11 ... 9.25 5.08 TesscoTech TESS ... dd 5.52 –0.19 ... 30.56 15.65 VarexImaging VREX ... 73 29.47 –0.05 ... 87.11 58.91 Yandex YNDX ... dd 70.44 –10.61 ...
28.73 15.24 RuthsHospitality RUTH ... 20 17.63 –0.57 ... 16.69 7.51 SolGelTech SLGL ... dd 7.71 –0.86 ... 192.91 113.14 TetraTech TTEK .4 52 184.35 –5.10 .20 75.33 38.67 VaronisSystems VRNS ... dd 51.76 –4.54 ... 14.79 4.22 Yellow YELL ... dd 13.54 +0.08 ...
19.67 11.19 RxSight RXST ... ... 12.37 –1.15 ... 389.71 199.33 SolarEdgeTech SEDG ... cc 341.44 –23.69 ... 93.26 54.27 TexasCapBcshs TCBI ... 13 58.44 +0.30 ... 3.17 1.22 VascularBiogenics VBLT ... dd 2.16 +0.01 ... 53.77 40.70 YorkWater YORW 1.6 36 46.43 –1.46 .1949
127.25 94.68 Ryanair RYAAY ... dd 100.00 –5.89 ... 11.58 1.82 SolidBiosci SLDB ... dd 1.88 –0.12 ... 202.26 157.72 TexasInstruments TXN 2.4 24 188.26 –6.90 1.15 15.86 2.59 VastaPlatform VSTA ... dd 2.61 –0.35 ... 4.45 0.66 Yunji YJ ... dd .83 +0.03 ...
14.72 9.83 SomaLogic SLGC ... dd 12.09 –0.79 ... 110.75 73.20 TexasRoadhouse TXRH 1.9 28 85.47 –4.26 .40 34.84 15.51 Vaxcyte PCVX ... dd 19.86 –2.85 ... 5.95 1.26 Ziopharm ZIOP ... dd 1.35 –0.08 ...
15.09 1.70 SomaLogicWt SLGCW ... ... 4.04 –0.66 ... 33.36 11.70 TheBancorp TBBK ... 16 29.29 –1.25 ... 70.14
S 47.49 16.14 Sono SEV ... dd 17.26 –7.54 ... 2.75 0.55 TherapeuticsMD TXMD ... dd .58 +0.01 ...
22.77
37.70
13.50
3.68
Vaxxinity
VectivBio
VAXX
VECT
...
...
...
dd
18.46
3.86
+2.29
–0.21
...
...
193.54
40.00 21.19
ZaiLab
ZealandPharma
ZLAB
ZEAL
...
...
...
dd
76.94
21.36
–7.21
–1.79
...
...
44.72 20.56 Sonos SONO ... 27 32.25 +0.52 ... 22.74 6.10 TheravanceBio TBPH ... dd 8.01 –0.35 ... 27.99 16.41 VeecoInstr VECO ... 79 26.16 –0.44 ... 614.10 363.00 ZebraTech ZBRA ... 38 590.72 –6.03 ...
35.80 22.27 S&T Bancorp STBA 3.8 11 30.49 –1.23 .29 19.80 13.76 SophiaGenetics SOPH ... dd 14.45 –1.00 ... 24.54 13.71 TheseusPharm THRX ... ... 18.30 –1.79 ... 30.81 5.55 VelodyneLidar VLDR ... dd 5.67 –0.61 ... 87.19 34.48 ZentalisPharm ZNTL ... dd 75.80 –1.83 ...
369.56 232.88 SBA Comm SBAC .7 cc 351.05 +6.06 .58 30.38 21.18 SoteraHealth SHC ... cc 21.68 –0.86 ... 30.50 25.00 ThirdCoastBcshs TCBX ... 24 27.07 –0.93 ... 14.41 1.15 VelodyneLidarWt VLDRW ... ... 1.33 –0.22 ... 135.00 76.79 ZiffDavis ZD ... 27 111.82 –9.26 ...
10.25 4.90 SCYNEXIS SCYX ... dd 7.43 +0.30 ... 4.49 1.91 SotherlyHotels SOHO ... dd 2.24 –0.13 ... 8.50 1.40 36Kr KRKR ... dd 1.43 –0.10 ... 26.00 16.32 VentyxBiosciences VTYX ... ... 22.31 +0.41 ... 212.40 53.00 Zillow A ZG ... dd 55.07 –1.32 ...
65.22 52.12 SEI Investments SEIC 1.2 17 60.92 –2.49 .37 27.14 17.50 SouthPlainsFin SPFI 1.4 8 25.82 –0.38 .09 10.13 7.38 ThorneHealthtech THRN ... dd 8.48 –1.30 ... 3.44 1.33 VenusConcept VERO ... dd 1.37 –0.07 ... 208.11 52.57 Zillow C Z ... dd 55.62 –0.49 ...
37.21 19.26 SI-BONE SIBN ... dd 20.02 –1.22 ... 93.26 62.60 SouthState SSB 2.5 12 78.05 –3.10 .49 34.43 24.34 Thoughtworks TWKS ... dd 29.66 –3.49 ... 13.62 6.93 VeraBradley VRA ... 14 9.97 –0.53 ... 11.70 9.84 ZimmerEnergy ZTAQU ... ... 10.09 –0.05 ...
9.82 5.66 SIGA Tech SIGA ... 42 8.54 –0.72 ... 65.59 31.90 SouthernFirstBcsh SFST ... 11 61.07 –1.80 ... 31.86 14.23 ThredUp TDUP ... ... 17.56 –1.88 ... 33.45 11.30 VeraTherap VERA ... dd 30.00 –1.20 ... 9.90 9.58 ZimmerEnerA ZT ... ... 9.78 +0.06 ...
21.40 10.53 SLM SLM 2.5 5 17.86 –0.55 .11 61.93 29.26 SoMO Bancorp SMBC 1.5 10 54.34 –1.20 .20 45.00 10.34 360DigiTech QFIN 1.2 4 23.32 –2.69 .27 86.03 32.87 Veracyte VCYT ... dd 41.56 –7.74 ... 2.60 0.80 ZimmerEnerWt ZTAQW ... ... 1.11 +0.09 ...
20.05 16.89 SLR Invt SLRC 8.5 11 19.22 +0.17 .41 21.01 18.90 SouthernStatesBcsh SSBK 1.8 ... 19.55 –0.43 .09 10.17 10.04 ThriveAcqn THACU ... ... 10.12 +0.01 ... 4.93 1.86 Verastem VSTM ... dd 2.68 –0.28 ... 68.25 38.44 ZionsBancorp ZION 2.4 9 64.17 –1.24 .38
16.41 13.94 SLR Sr Invt SUNS 7.8 14 15.40 –0.20 .10 45.36 29.31 SouthsideBcshs SBSI 3.2 12 41.59 –2.19 .33 10.00 9.77 ThunderBridgeIV THCPU ... ... 9.86 +0.01 ... 52.70 28.16 VerintSystems VRNT ... dd 47.60 –0.92 ... 10.37 6.35 Zix ZIXI ... dd 8.50 +0.04 ...
60.75 30.40 SMART Global SGH ... cc 57.67 –0.40 ... 16.56 12.64 SovosBrands SOVO ... cc 14.42 –0.59 ... 16.84 9.55 ThunderBridgeIV A THCP ... ... 9.74 +0.03 ... 248.22 184.60 VeriSign VRSN ... 44 241.02 –4.68 ... 23.69 11.46 Zogenix ZGNX ... dd 11.70 –1.58 ...
9.48 1.86 SocTelemed TLMD ... dd 2.08 –0.48 ... 26.14 16.71 SpartanNash SPTN 3.3 14 24.35 +0.22 .20 1.49 0.85 ThunderBridgeIVWt THCPW ... ... .92 ... ... 231.57 159.79 VeriskAnalytics VRSK .5 53 225.81 –4.22 .29 486.83 195.80 ZoomVideo ZM ... 67 220.21 –31.09 ...
1.75 0.22 SocTelemedWt TLMDW ... ... .30 –0.01 ... 5.24 1.67 SpectrumPharm SPPI ... dd 1.69 –0.09 ... 67.00 7.16 Tilray TLRY ... dd 10.57 –0.36 ... 45.36 21.63 Veritex VBTX 2.0 17 39.98 –0.82 .20 79.17 37.86 ZoomInfoTech ZI ... cc 70.01 –7.08 ...
12.85 4.35 SPI Energy SPI ... dd 5.31 –0.69 ... 23.64 11.75 SperoTherap SPRO ... dd 15.11 –1.39 ... 30.75 23.02 TimberlandBncp TSBK 3.0 8 27.70 –0.36 .21 50.34 16.45 Veritone VERI ... dd 25.92 –3.09 ... 7.34 1.42 Zovio ZVO ... dd 1.56 –0.04 ...
36.71 27.25 SP Plus SP ... 27 29.28 –1.91 ... 10.19 10.05 SpindletopHlth SHCAU ... ... 10.18 +0.09 ... 38.58 17.92 TitanMachinery TITN ... 24 33.85 –0.22 ... 9.72 4.45 VeronaPharma VRNA ... dd 4.74 –0.45 ... 376.11 143.40 Zscaler ZS ... dd 336.90 –31.88 ...
174.42 91.05 SPS Commerce SPSC ... cc 140.60 –8.27 ... 30.46 15.40 SpiritofTexas STXB 1.7 11 27.79 –1.13 .12 29.18 17.47 TivityHealth TVTY ... 11 25.08 –1.28 ... 18.42 8.83 VerricaPharm VRCA ... dd 10.46 –0.98 ... 55.10 34.77 Zumiez ZUMZ ... 10 47.33 –4.71 ...
80.55 62.51 SS&C Tech SSNC 1.0 28 78.75 –1.38 .20 207.41 110.28 Splunk SPLK ... dd 124.85 –7.64 ... 5.24 1.18 TizianaLife TLSA ... dd 1.32 –0.07 ... 14.30 7.22 VersaBank VBNK .6 18 12.65 –0.13 .0195 52.00 7.85 Zymergen ZY ... dd 9.05 +0.48 ...
21.80 13.68 SSR Mining SSRM 1.1 16 18.09 –1.38 .05 12.86 7.16 SpokHoldings SPOK 5.2 dd 9.66 –0.11 .125 2.12 0.46 TonixPharm TNXP ... dd .51 +0.02 ... 39.71 16.06 Vertex VERX ... ... 18.54 –1.65 ... 9.00 3.15 ZynerbaPharma ZYNE ... dd 3.60 –0.17 ...
763.22 337.83 SVB Fin SIVB ... 22 714.19 –13.60 ... 28.22 17.44 Sportradar SRAD ... ... 17.71 –3.32 ... 10.16 7.00 Torm TRMD ... dd 7.18 –0.41 ... 242.99 176.36 VertxPharm VRTX ... 22 183.59 +0.71 ... 22.89 10.66 Zynex ZYXI .0 46 12.86 –1.72 .10
19.02 13.01 SabraHealthcare SBRA 9.1 dd 13.21 –1.01 .30 18.08 11.29 SportsmansWrhs SPWH ... 9 17.20 –0.24 ... 37.27 24.23 TowerSemi TSEM ... 30 34.95 –1.42 ... 78.00 29.50 VerveTherap VERV ... dd 33.15 –8.15 ... 12.32 6.26 Zynga ZNGA ... dd 6.44 –0.14 ...
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NOTICE TO READERS: Listed Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt.
InvscBull2021CpBd BSCL .8 21.08 ... .0015 AmplifyTransData BLOK 1.2 54.59 –3.88 .658 InvscFTSEDvMktxUS PXF 2.4 45.91 –1.60 .3644 iSh10+YIGCpBd IGLB 3.1 69.97 –0.22 .1793 SPDR PtfTIPS SPIP 3.9 31.65 –0.12 .0356
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on weekly volume. InvscBull2023CpBd BSCN 1.6 21.54 –0.04 .0243 AvantisUSSCValue AVUV 1.0 79.20 –2.21 .1017 InvscFTSERAFIEM PXH 3.0 21.53 –0.65 .3123 iShRussellMCGrowth IWP .3 116.70 –4.20 .1335 SPDRS&PInsurance KIE 1.9 39.40 –0.56 .1901
InvsBull23HYCpBd BSJN 3.7 25.00 –0.25 .0681 BreakwDryBulk BDRY ... 24.73 –0.06 ... InvscFundHYCpBd PHB 3.5 19.11 –0.28 .0507 iShUSTech IYW .3 112.11 –4.37 .0729 SPDRS&PRegionalBkg KRE 2.0 71.49 –1.99 .3396
Tick Div InvscBull2022CpBd BSCM 1.6 21.45 –0.05 .027 CommSvsSPDR XLC .7 77.18 –2.51 .1417 InvscNatAMTFrMuni PZA 2.4 27.02 +0.03 .0518 iSh0-5YHYCorpBd SHYG 4.9 44.91 –0.38 .1716 SchwabEM Equity SCHE 2.5 29.74 –1.29 .2021
Name Sym Yld Last Chg. Amt. InvsBull22HYCpBd BSJM 3.4 23.04 –0.16 .0526 CnsmrDiscSelSector XLY .5 204.07 –7.35 .2749 InvscPreferred PGX 5.6 14.60 –0.26 .057 JPM AlerianMLP AMJ 7.2 18.12 –0.24 .3484 SchwabFundEmgLrg FNDE 2.4 30.66 –1.25 .1893
Bats InvscKBWBank KBWB 1.9 69.51 –0.72 .3408 CnsStapleSelSector XLP 2.5 71.96 –0.09 .442 InvscS&P500EW RSP 1.3 156.46 –3.19 .5568 JanusHenShrtDur VNLA 1.0 49.89 –0.03 .0484 SchwabFundIntLrgCo FNDF 2.2 31.89 –1.22 .2683
InvscNasdNext100 QQQJ .3 34.29 –1.13 .0243 CSX Mthly2xLvMtg REML 16.1 6.73 –0.14 .0545 InvscS&P500HiBeta SPHB 1.1 76.91 –3.25 .1945 JPMEquityPrem JEPI 7.1 61.36 –0.29 .3661 SchwabFundIntlSmCo FNDC 1.9 36.93 –1.60 .2084
InvscNasd100 QQQM .4 160.80 –5.27 .1662 DimenEmgCore DFAE 1.1 26.61 –1.01 .2112 InvscS&P500HiDiv SPHD 3.7 42.73 –0.16 .1325 KraneCSIChInt KWEB .5 45.53 –2.93 .2214 SchwabFundUSLrgCo FNDX 1.6 56.57 –0.67 .2513
ARK AutoTech ARKQ .0 82.43 –3.83 .6561
InvscQQQI QQQ .5 391.20 –12.79 .4139 DimenIntlCore DFAI 1.6 28.59 –1.14 .1343 InvscS&P500LowVol SPLV 1.6 63.86 –0.55 .0963 KraneGlblCarbon KRBN ... 46.87 –0.21 ... SchwabFundUSSmCo FNDA .9 54.59 –1.73 .149
ARKGenomicRev ARKG .0 64.61 –3.92 .4256
DimenIntlValue DFIV 2.2 32.03 –1.08 .1755 InvscS&P500PrVal RPV 1.7 78.65 –0.54 .4195 MatlsSelSectorSPDR XLB 1.6 86.40 –1.91 .3537 SchwabIntmUSTrsr SCHR 1.0 56.33 +0.12 .045
ArkSpaceExpln ARKX ... 19.47 –0.98 ... InvscS&PSCEner PSCE .3 7.25 –0.06 .0109
DimenUSCore DFAU .8 32.06 –0.72 .0805 InvscS&P500Qual SPHQ 1.2 51.41 –0.75 .173 MicroFANG-3XInvr FNGD ... 1.88 +0.16 ... SchwabIntEquity SCHF 2.2 38.35 –1.54 .3407
BlkRkShMaturityBd NEAR .8 50.01 –0.02 .0293 iSh3-7YTreasuryBd IEI .7 129.18 +0.27 .078
iShBiotech IBB .2 154.90 +0.34 .1244 DimenUSCoreEq2 DFAC 1.0 28.18 –0.65 .0767 InvscSrLoan BKLN 3.2 21.85 –0.23 .0566 MicroSectorsFANG3X FNGU ... 42.52 –4.66 ... SchwabIntlSC SCHC 2.0 40.54 –1.81 .2141
BlkRkUltShtBd ICSH .5 50.41 –0.02 .0159 Schwab1000Index SCHK 1.1 45.32 –1.12 .1346
iShBrdUSDInvCpBd USIG 2.4 59.95 –0.12 .1052 DimenWorldexUS DFAX 1.9 25.33 –0.98 .1212 InvscSolar TAN .1 90.67 –7.45 .0922 MicroSecGold3XLvgd GDXU ... 11.58 –1.92 ...
CambriaTailRiskETF TAIL .4 18.35 +0.32 .0293
iShCoreMSCITotInt IXUS 2.2 70.11 –2.83 .8518 DirexAeroBl3 DFEN .1 17.83 –2.42 .0128 InvscTaxMuniBd BAB 2.6 33.12 +0.03 .0719 MicroUSBigBk3X BNKU ... 57.09 –1.29 ... SchwabSrtTRmUSTrsr SCHO .5 51.01 +0.03 .013
FTCboeUSBuffNov FNOV ... 38.03 –0.56 ...
DirexBrazilBull2X BRZU 1.4 67.17 +0.89 .5951 InvscUltShtDur GSY .6 50.32 –0.05 .0197 MicrUSBigOil3InLv NRGD ... 8.30 –0.61 ... SchwabUS AggrBd SCHZ 2.2 54.11 +0.02 .0939
GlbXRuss2000Cvr RYLD 11.9 24.67 –1.03 .2545 iShCore1-5YUSDBd ISTB 1.7 50.57 –0.06 .065
DirexCSIChinaInt CWEB ... 17.41 –2.37 ... InvscVarRtPfd VRP 4.3 25.68 –0.33 .0901 MicrUSBigOil3Lev NRGU ... 155.32 +4.15 ... SchwabUS BrdMkt SCHB 1.2 110.39 –2.64 .3352
GlbXUSInfrDevt PAVE .3 28.11 –0.59 .0399 iShCoreS&PUSGrowth IUSG .6 112.79 –3.34 .1981
DirexDJBull3X WEBL ... 77.51 –9.33 ... InvscWildClnEngy PBW 1.1 86.18 –4.66 .2722 NationRiskMgd NUSI 7.6 28.42 –0.75 .1877 SchwabUS Div SCHD 2.9 77.29 –0.87 .587
iPathS&P500VIX VXX ... 26.16 +5.20 ... iShCoreS&PUSValue IUSV 2.0 73.16 –0.92 .4326
DirexEM Bear3 EDZ ... 10.15 +1.17 ... iSh0-5YTIPSBd STIP 3.6 106.42 –0.14 .0703 NoShoreGlUran URNM 1.3 85.18 –4.13 1.1043 SchwabUS LC SCHX 1.2 110.89 –2.58 .3405
iShBrdUSDHYCpBd USHY 5.2 40.53 –0.52 .1697 iShCoreTotalUSDBd IUSB 1.8 52.98 –0.06 .0845 SchwabUS LC Grw SCHG .4 160.94 –5.86 .1462
DirexEnergyBr2 ERY ... 11.54 –0.49 ... iShCoreDivGrowth DGRO 2.0 53.18 –0.60 .25 OneAscentLCCoreETF OALC ... 24.63 –0.47 ...
iShConvBond ICVT 1.0 97.94 –3.15 .0592 iShSelectDividend DVY 3.2 117.96 –0.65 1.0323 SchwabUS LC Val SCHV 1.9 70.72 –0.80 .357
DirexEnergyBl2 ERX 1.8 29.39 +0.90 .169 iShGrwthAllocation AOR 1.5 56.30 –1.10 .1384 PIMCOEnhShMaturity MINT .4 101.62 –0.07 .032
iShCoreMSCIEAFE IEFA 2.3 73.15 –3.10 1.0884 iShESGAwareMSCI ESGD 2.2 77.45 –3.18 1.062 SchwabUS MC SCHM 1.1 79.42 –2.20 .2805
DirexChinaBr3 YANG ... 18.38 +2.13 ... iShCoreHiDividend HDV 3.5 96.99 –0.21 .7641 PIMCO1-5USTIPSIdx STPZ 3.3 55.31 –0.08 .14
iShCurrHdgMSCIEAFE HEFA 2.1 34.61 –1.40 .4807 iShESGAwareEM ESGE 1.4 40.09 –1.69 .2256 SchwabUS REIT SCHH 1.9 48.99 –0.58 .2267
DirexChinaBl3 YINN 1.4 9.80 –1.36 .0019 iShCoreMSCIEM IEMG 2.0 59.91 –2.63 .4705 PacerTrendUSBd PTBD 3.1 26.52 –0.38 .2203
iShIntlSelDividend IDV 5.7 29.97 –0.52 .6118 iShESGAwareUSA ESGU 1.1 104.77 –2.59 .3185 SchwabUS SC SCHA 1.0 102.32 –3.85 .2914
DirexFinlBear3 FAZ ... 20.01 +0.16 ... iShCoreMSCIEurope IEUR 2.4 56.19 –2.41 .8758 ProShBitcoin BITO ... 34.44 –2.57 ...
iShUSHomeConstrn ITB .4 76.85 –1.70 .0907 iShESG1-5YCpBd SUSB 1.2 25.69 –0.05 .0227 Schwab US TIPs SCHP 3.7 63.42 –0.22 .175
DirexFinlBull3 FAS .4 130.10 –2.71 .1529 iShMSCIIntlDev IDEV 2.3 66.33 –2.65 .8862 ProShShtDow30 DOG ... 33.13 +0.59 ...
iShUSTelecomm IYZ 2.9 31.48 –0.03 .2903 iShFallAngelsUSDBd FALN 3.7 29.47 –0.57 .0814
DirexGoldMinBr2 DUST ... 19.84 +1.74 ... iShModAllocation AOM 1.5 45.05 –0.60 .1238 ProShShtMSCI EM EUM ... 13.00 +0.53 ... SPDR DJIA Tr DIA 1.6 349.02 –6.89 .701
iShEdgeMSCIMinEAFE EFAV 1.7 75.18 –2.00 1.2651 iSh5-10YIGCorpBd IGIB 2.3 59.31 –0.21 .1109 SPDR EurSTOXX FEZ 2.0 44.98 –2.66 .0651
DirexGoldMinBl2 NUGT ... 50.07 –5.03 ... iShCoreS&P500 IVV 1.3 460.62 –10.20 1.6929 ProShShortQQQ PSQ ... 11.10 +0.35 ...
iShEdgeMSCIMinUSA USMV 1.4 76.98 –0.94 .2858 iShGSCICmDynRoll COMT .3 35.17 –1.49 .0963 SPDR S&PMdCpTr MDY 1.0 506.35 –17.23 1.3101
DirexHmbldrBull3 NAIL ... 101.11 –6.47 ... iShCoreS&P MC IJH 1.1 277.36 –9.08 .9787 ProShShtRus2000 RWM ... 21.07 +0.87 ...
iShEdgeMSCIUSAMom MTUM .5 185.05 –2.36 .3341 iShGlbCleanEnergy ICLN .7 23.60 –1.09 .1242 DirexJrGoldMinBr2 JDST ... 10.97 +1.36 ... iShCoreS&P SC IJR 1.1 113.05 –3.91 .5008 ProShShrtS&P500 SH ... 14.19 +0.28 ... SPDR S&P 500 SPY 1.2 458.97 –9.92 1.4281
iShEdgeMSCIUSAQual QUAL 1.2 142.07 –3.36 .4185 iShJPMUSDEmgBd EMB 4.0 106.57 –2.84 .3579 DirexJrGoldMinBl2 JNUG .5 65.43 –9.88 .3359 iShS&PTotlUSStkMkt ITOT 1.2 104.37 –2.60 .3665 ProShSh7-10YrTr TBX ... 24.31 –0.13 ... SPDR S&P Biotch XBI .2 116.78 –5.14 .04
iShEdgeMSCIUSAVal VLUE 2.1 104.49 –0.69 .7394 iShMBSETF MBB 1.2 107.53 –0.08 .0189 DirexRgBanksBull3X DPST .5 51.41 –4.86 .0677 iShCoreUSAggBd AGG 1.8 114.52 +0.07 .1795 ProShSh20+Tr TBF ... 15.88 –0.23 ... SPDR S&P Div SDY 2.8 123.71 –1.60 .8494
iShExpTechSftwr IGV ... 418.19 –21.17 ... iShMSCI ACWI ACWI 1.4 103.37 –3.21 .7242 DirexRetailBull3 RETL .0 45.42 –5.64 .0056 iShUSRealEstate IYR 1.7 108.27 –1.61 .2905 ProShUltBlmCrude UCO ... 73.48 –13.39 ... SPDR S&P Home XHB .5 82.31 –1.74 .0903
iShMtgRealEstCap REM 5.3 36.28 –0.60 .2002 iShMSCIACWIxUS ACWX 2.0 54.80 –2.25 .6168 DirexS&P500Br3 SPXS ... 18.73 +1.13 ... iShUS Energy IYE 2.7 30.53 +0.31 .3043 ProshUltBlmNatGas BOIL ... 57.34 +4.18 ... SPDR S&P MtlMng XME .7 42.90 –1.02 .067
iShFloatingRateBd FLOT .5 50.72 –0.01 .0161 iShMSCIACxJpn AAXJ 1.2 83.39 –3.25 .279 SPDRS&POilGasExpl XOP 1.4 98.80 +0.03 .3453
DirexS&P500Bl3 SPXL .1 129.52 –8.95 .0411 iShUS Finls IYF 1.3 86.36 –0.57 .3536 ProShUltDow30 DDM .1 73.99 –2.97 .0104
iShIntlAggregateBd IAGG .6 55.30 –0.05 .0476 iShMSCIChina MCHI 1.2 65.98 –2.70 .1774 SPDR S&P Retail XRT .7 97.18 –3.87 .1881
DirexS&PBiotechBr3 LABD ... 25.16 +2.88 ... iShUSMedDevices IHI .2 63.02 –1.71 .029 ProShUltraQQQ QLD ... 86.45 –5.93 ...
iShMSCIChileCapped ECH 2.4 26.55 +1.10 .4974 iShMSCI EAFE SC SCZ 1.7 71.98 –3.31 .7094 TechSelectSector XLK .7 165.99 –5.32 .2729
DirexS&PBiotechBl3 LABU ... 43.05 –6.26 ... iShEuropeETF IEV 2.3 52.25 –2.26 .8721 ProShrUltraRus UWM .0 55.77 –5.15 .0033
iShMSCIEMxChina EMXC 1.5 58.54 –2.64 .2565 TeucriumWheatFd WEAT ... 8.03 +0.02 ...
iShMSCIEurozone EZU 2.3 47.63 –2.47 .4836 DirexS&P500Br1 SPDN ... 14.64 +0.31 ... iShGlobalREITETF REET 2.2 29.14 –0.38 .1771 ProShUltraS&P SSO .2 136.63 –5.94 .0385
iShMSCIEuropeFinls EUFN 2.5 19.36 –0.88 .4186 U.S.GlobalJetsETF JETS .0 20.53 –1.55 .0086
iShMSCIGlbMet&MnPr PICK 2.9 40.35 –0.61 .7037 DirexHiBetaBear3X HIBS ... 9.38 +0.95 ... iShGoldTr IAU ... 33.96 –1.19 ... ProShUltSemi USD .0 51.63 –3.91 .0064
iShMSCITurkeyETF TUR 4.0 19.50 –1.59 .6933 UtilitiesSelSector XLU 3.0 66.76 –0.54 .4992
iShMSCIEAFEGrowth EFG 1.2 107.38 –5.25 .3525 DirexS&POil&GasBr2 DRIP .1 5.39 –0.09 .0028 iShiBoxx$InvGrCpBd LQD 2.3 132.68 –0.40 .2623 ProShUltSilver AGQ ... 34.44 –4.81 ...
iSh1-5YIGCorpBd IGSB 1.8 54.03 –0.09 .0671 VanEckEMHYBd HYEM 5.4 22.22 –0.47 .1043
iShMSCIIndiaETF INDA .2 47.17 –2.39 .0418 DirexS&POil&GasBl2 GUSH .1 92.50 –1.89 .0657 iShiBondsDec2021Cp IBDM .0 24.72 +0.02 .0071 ProShUltDow30 UDOW .2 75.48 –4.69 .0163
VanEckGoldMin GDX .6 32.12 –1.55 .1899
iShMSCIEAFEValue EFV 3.1 49.29 –1.73 .878 iShPfd&Incm PFF 4.5 38.37 –0.49 .1368 DirexSemiBear3 SOXS ... 4.25 +0.41 ... iShiBondsDec2026Cp IBDR 2.2 26.06 –0.07 .0427 ProShUltRus2000 URTY .0 103.34 –14.23 .0027
VanEckJPMEMLCBd EMLC 5.3 28.27 –0.61 .1258
iShUSTreasuryBdETF GOVT .9 26.58 +0.10 .021 iShSemiconductor SOXX .6 518.74 –18.97 1.1567 DirexSemiBl3 SOXL .0 61.37 –7.24 .0162 iShiBoxx$HYCpBd HYG 4.2 85.47 –1.09 .2771 ProShUltS&P500 UPRO .0 138.07 –9.25 .0289
VanEckJrGoldMin GDXJ 2.0 42.92 –3.00 .8554
JPMBetaDevAsia BBAX 3.7 53.95 –1.47 .9245 iShShortTreaBd SHV .0 110.43 –0.02 .1554 DirexScBear3 TZA ... 28.10 +3.16 ... iShLatinAmerica40 ILF 2.7 23.94 –0.15 .378 ProShUltShtDow30 SDOW ... 29.99 +1.58 ...
VanEckMerkGoldTr OUNZ ... 17.37 –0.60 ...
JPMBetaEurope BBEU 2.5 57.18 –2.45 .2926 iSh1-3YTreasuryBd SHY .3 85.82 +0.05 .011 DirexSCBull3 TNA .0 86.43 –12.07 .0103 iShMSCIAustralia EWA 2.3 24.56 –0.77 .3765 ProShShtRus2000 SRTY ... 8.77 +0.99 ...
VanEckOilSvcs OIH 1.0 181.73 –2.04 1.8911
JPMBetaIntl BBIN 2.5 58.07 –2.43 .3268 iSh7-10YTreasuryBd IEF .8 115.37 +0.51 .0814 DirexKRBull3 KORU .0 22.48 –2.52 .0031 iShMSCIBrazil EWZ 3.1 29.38 +0.21 .6261 ProShUltS&P500 SPXU ... 14.15 +0.81 ...
VangdCnsmrDiscr VCR .6 343.18 –12.45 1.5526
JPMBetaJapan BBJP 1.1 55.93 –2.28 .629 iSh20+YTreasuryBd TLT 1.5 150.53 +2.17 .1882 DirexTechBear3 TECS ... 33.90 +3.00 ... iShMSCICanadaETF EWC 1.6 38.19 –1.06 .2331 ProShUltShrt20YTr TTT ... 29.90 –1.60 ...
VangdExtMkt VXF 1.1 186.84 –7.18 .2673
JPM UltShtIncm JPST .7 50.57 –0.01 .0225 iSh0-5YInvGrdCpBd SLQD 1.6 51.15 –0.08 .0561 DirexTechBull3 TECL .0 76.63 –7.85 .19 iShMSCI EAFE EFA 2.3 77.13 –3.21 1.1018 ProShUltBloomCrd SCO ... 15.97 +1.72 ...
VangdInfoTech VGT .6 442.12 –15.35 .8869
JPMUltShMuni JMST .3 51.00 +0.01 .0066 Nasdaq7HANDL HNDL 7.0 25.59 –0.26 .1528 Direx20+TreaBr3 TMV ... 53.21 –2.61 ... iShMSCIEmgMarkets EEM 1.6 48.70 –2.22 .2408 ProShUltShBlmGas KOLD ... 7.09 –0.77 ...
VangdSC Grwth VBK .4 281.91 –11.82 .1486
ProShS&P500Arist NOBL 1.9 94.31 –1.38 .4134 PrinUSMega USMC 1.4 42.69 –0.46 .1634 Direx20+YrTrBull TMF .1 29.41 +0.94 .0054 iShMSCIFranceETF EWQ 1.6 37.71 –1.84 .4345 ProShUltDow30 DXD ... 8.88 +0.32 ...
VangdSC Val VBR 1.6 176.65 –4.92 .6616
ProShShtVIXST SVXY ... 54.56 –7.47 ... PrinUSSCMulti PSC 1.2 47.00 –1.52 .1468 EmgqEM Internet EMQQ .2 47.25 –3.15 .1135 iShMSCIGermanyETF EWG 2.3 31.97 –1.82 .6034 ProShrUSOilGas DUG ... 9.39 –0.35 ...
VangdCommSvcs VOX .7 135.97 –4.24 .3603
ProShUltVIXST UVXY ... 21.18 +5.25 ... ProShUltPrQQQ TQQQ ... 160.84 –16.30 .0001 ETFMGAltHarvest MJ 1.9 12.68 –0.46 .06 iShMSCIHongKong EWH 2.5 23.72 –0.74 .3816 ProShUltShtQQQ QID ... 16.50 +1.00 ...
VangdDivApp VIG 1.6 164.21 –2.85 .6995
ProShsVIXSTFut VIXY ... 20.99 +3.85 ... ProShUltShtQQQ SQQQ ... 6.46 +0.57 ... ETFMGPrmJrSilv SILJ 1.5 13.02 –0.73 .20 iShMSCIIndonesia EIDO 1.4 22.96 –0.73 .1421 ProShUltShRus2000 TWM ... 13.23 +1.03 ...
VangdEnergy VDE 3.7 78.00 +1.00 .9232
VanEckHYMuni HYD 3.6 62.44 +0.17 .1836 TuttleCapSht SARK ... 34.05 +1.52 ... ETFMG PrimeMob IPAY ... 58.74 –2.32 ... iShMSCIIntlQual IQLT 1.8 38.34 –1.67 .4778 ProShUltShtS&P500 SDS ... 7.68 +0.30 ...
VangdExDurTreas EDV 2.0 143.41 +2.89 .7057
VanEckMstrWdMoat MOAT 1.2 74.70 –1.80 .9021 ValkyrieBitcoin BTF ... 21.29 –1.51 ... ETFMG TravelTech AWAY .0 23.97 –2.55 .01 iShMSCIIntlValue IVLU 2.3 24.82 –0.88 .3024 ProShUltraSh20+ TBT ... 16.59 –0.52 ...
VangdFTSEDevMk VEA 2.5 49.95 –2.04 .20
VanEckRussia RSX 2.9 27.67 –2.25 .7988 VanEckFallAngelHY ANGL 4.1 32.44 –0.57 .1038 EnSelectSectorSPDR XLE 3.9 55.58 +0.91 .5919 iShMSCIItaly EWI 2.0 31.63 –1.28 .4099 QuadIntRtVol IVOL 3.7 27.25 –0.17 .0816
VangdFTSE EM VWO 2.3 49.04 –2.02 .4727
VanEckVietnam VNM .3 20.68 +0.14 .07 VanEckSemicon SMH ... 299.40 –12.80 ... FidelityMSCIEn FENY 3.4 15.22 +0.22 .152 iShMSCIJapan EWJ 1.1 66.96 –2.95 .5049 RealEstSectorSPDR XLRE 2.9 47.80 –0.41 .2609
VangdFTSE Europe VGK 2.7 65.56 –2.86 .392
VangdEM GovBd VWOB 4.1 75.86 –1.92 .2625 FidelityMSCIIT FTEC .6 130.61 –4.52 .196 iShMSCIMalaysiaETF EWM 3.4 24.46 –0.70 .841 RoundhillBallMeta META ... 16.01 –0.89 ...
VangdESGIntlStk VSGX 2.0 61.03 –2.60 .2496 VangdFTSE Pac VPL 2.4 77.78 –3.05 .3634
VangdIntrCorpBd VCIT 2.2 93.25 –0.27 .1732 FidelityRealEst FREL 2.9 32.20 –0.44 .214 iShMSCIMexico EWW 2.0 44.23 –3.04 .387 RoundSportsBet BETZ .3 24.87 –2.32 .0714 VangdFinls VFH 1.8 96.51 –0.93 .5449
VangdESGUSStk ESGV .9 85.46 –2.26 .2364
VangdIntermTrmTrea VGIT 1.2 67.13 +0.18 .0613 FidelityTotalBdETF FBND 1.9 52.97 –0.15 .076 iShMSCIPacificxJp EPP 2.4 48.20 –1.45 .6213 SPDRBlackSrLoan SRLN 4.5 45.48 –0.32 .17 VangdFTSEAWxUS VEU 2.5 60.15 –2.48 .3674
VangdUltShrtBd VUSB .3 50.03 –0.01 .0142
FinSelSectorSPDR XLF ... 38.77 –0.25 ... iShMSCIPoland EPOL .8 19.78 –0.97 .0613 SPDRBlmCvSecs CWB 2.2 85.35 –1.91 .0451 VangdGrowth VUG .5 315.01 –10.66 .3166
VangdIntlDivApp VIGI 1.1 87.64 –3.30 .1378
NASDAQ
FT DJ Internet FDN ... 235.02 –9.53 ... iShMSCISaudiArabia KSA 1.1 40.04 –2.97 .0942 SPDRBlmEMLocBd EBND 3.9 24.17 –0.38 .0819 VangdHlthCr VHT 1.2 252.66 –3.10 .8929
VangdIntlHiDiv VYMI 3.9 64.85 –2.05 .7304
FT EnergyAlpDx FXN .9 12.25 +0.14 .0365 iShMSCISingapore EWS 2.8 22.90 –0.81 .2799 SPDR Blm HY Bd JNK 4.4 106.66 –1.42 .3794 VangdHiDiv VYM 2.7 108.22 –0.64 .7488
VangdLTCorpBd VCLT 3.1 106.70 –0.19 .2666
FT GlbWindEner FAN 1.6 20.27 –0.30 .1425 iShMSCISouthAfrica EZA 5.3 42.43 –3.86 .4915 SPDRBlmIntTrBd BWX .9 28.29 –0.04 .0222 VangdIntermBd BIV 2.0 88.74 +0.03 .1413
CSX-LinksCrudeOil USOI 22.9 4.89 –0.39 .1435 VangdLong-TermTrea VGLT 1.8 90.73 +1.14 .1362
FT NaturalGas FCG 1.7 17.48 +0.16 .0691 iShMSCISthKorea EWY .8 75.76 –2.67 .6303 SPDRBlmInvGrdFR FLRN .4 30.61 –0.01 .0091 VangdLC VV 1.2 214.58 –4.73 .6358
CSXLGoldCvETN GLDI 10.7 8.37 –0.24 .0468 VangdMBS VMBS 1.0 52.98 –0.04 .0482
FT PfdSecs FPE 4.5 20.14 –0.26 .0825 iShMSCISpain EWP 3.6 25.52 –0.97 .4289 SPDRBB1-10YTIPS TIPX 3.5 21.29 –0.04 .0053 VangdLT Bond BLV 2.9 104.17 +0.27 .2474
CSX SilverETN SLVO 12.3 5.12 –0.30 .0523 VangdRuss1000Grw VONG .6 76.94 –2.51 .1208
FT ShDurMgMun FSMB 1.2 20.85 ... .0185 iShMSCISweden EWD 3.2 44.57 –3.16 1.1243 SPDRBlm1-3MTB BIL .0 91.43 –0.01 .0033 VangdMegaGrwth MGK .5 255.04 –8.79 .2721
FidelityNasdaq ONEQ .5 60.43 –2.03 .087 VangdRuss1000Val VONV 1.8 71.04 –0.91 .3348
FT ValDivFd FVD 1.8 41.04 –0.48 .1577 iShMSCISwitz EWL 1.9 49.33 –1.31 .9149 SPDRBlmSTHYBd SJNK 4.3 26.94 –0.23 .0916 VangdMegaVal MGV 2.3 102.39 –0.79 .6217
FT CapStrength FTCS 1.0 79.75 –1.48 .1559 VangdRuss2000 VTWO 1.0 90.24 –3.82 .2209
FlexGlbUpstmNatRsc GUNR 3.2 37.58 –0.63 .5436 iShMSCITaiwan EWT 1.5 63.67 –2.53 .9727 SPDRDoubleTRTact TOTL 2.9 47.73 ... .1149 VangdMC VO 1.1 250.48 –6.38 .6192
FT CloudComp SKYY .2 109.50 –6.15 .0407 VangdSTCpBd VCSH 1.7 81.49 –0.14 .1009
GlbXCopperMiners COPX 1.4 34.79 –1.21 .1613 iShMSCIUK EWU 2.8 32.08 –0.92 .5664 SPDRGoldMini GLDM ... 17.75 –0.62 ... VangdMC Val VOE 1.8 146.04 –2.20 .5739
FT EnhShtMat FTSM .5 59.85 –0.01 .014 VangdShtTmInfltn VTIP 3.4 52.32 –0.05 .8742
GlbXLithium&Batt LIT .1 92.06 –1.85 .0357 iShNatlMuniBd MUB 1.8 116.38 +0.13 .1614 SPDR Gold GLD ... 166.85 –5.76 ... VangdRealEst VNQ 3.0 108.00 –1.42 .657
FT GlTactCommod FTGC ... 24.28 –0.63 ... VangdShortTermTrea VGSH .4 61.20 +0.04 .0148
GlbXS&P500Cv XYLD 9.2 49.46 –1.04 .3646 iShRussell1000Gwth IWF .5 298.91 –10.15 .4578 SPDRNuvBBHYMuni HYMB 3.2 59.94 +0.05 .1558 VangdS&P500ETF VOO 1.3 422.14 –8.91 1.3084
FT LowDurOpp LMBS 2.1 50.11 –0.16 .0775 VangdTotalBd BND 1.9 85.27 +0.04 .134
GlbXSilverMiners SIL 2.4 37.84 –2.22 .1786 iShRussell1000 IWB 1.1 257.12 –5.99 .8366 SPDRNuveenMuniBd TFI 1.8 51.71 +0.13 .0682 VangdST Bond BSV 1.2 81.30 +0.03 .0731
FT NasdCleanEdge QCLN .1 76.85 –3.99 .0069 VangdTotIntlBd BNDX .9 57.15 –0.07 .039 GlblXSuperDividend SDIV 8.2 12.35 –0.30 .09 iShRussell1000Val IWD 1.6 161.91 –1.97 .8133 SPDRNuveenSTMuni SHM .8 49.22 –0.01 .0236 VangdSC VB 1.2 224.51 –7.58 .5862
FT NasdCybersec CIBR .1 52.33 –2.35 .033 VangdTotIntlStk VXUS 2.6 62.46 –2.55 .3565 GlbX US Pfd PFFD 5.2 25.27 –0.28 .109 iShRussell2000Gwth IWO .3 296.88 –15.77 .3001 SPDRPtfAggBd SPAB 2.1 29.77 +0.03 .0497 VangdTaxExemptBd VTEB 1.7 54.93 +0.07 .0715
FTRisingDivAch RDVY 1.2 50.10 –1.04 .1308 WisdTrUSQltyDiv DGRW 1.8 62.64 –0.78 .075 GlbX Uranium URA .5 25.90 –1.34 .0248 iShRussell2000 IWM .9 222.85 –9.87 .679 SPDRPtfDevxUS SPDW 2.3 35.80 –1.46 .51 VangdTotalStk VTI 1.2 235.99 –5.49 .7242
FT SrLoanFd FTSL 3.2 47.53 –0.35 .122 GSActiveBetaIntlEq GSIE 2.4 34.13 –1.30 .2649 iShRussell2000Val IWN 1.3 164.79 –5.60 .7738 SPDRPtfEM SPEM 2.1 41.53 –1.75 .3546 VangdTotlWrld VT 1.6 104.93 –3.29 .412
FT TCW Opp FIXD 1.6 53.31 –0.03 .06 NYSE GSActiveBetaUSLC GSLC 1.0 92.17 –1.87 .2488 iShRussellMid-Cap IWR 1.0 81.67 –2.04 .2639 SPDRPtfIntermCpBd SPIB 1.6 36.09 –0.10 .0444 VangdValue VTV 2.1 141.57 –1.02 .8055
GlbXAuto&Elc DRIV .3 30.60 –1.15 .0567 GS PhysGold AAAU ... 17.75 –0.62 ... iShRussellMCValue IWS 1.4 118.14 –2.54 .5062 SPDR PtfIntTrea SPTI .5 32.13 +0.08 .0167 WisdTrUSDBull USDU .7 26.40 +0.17 .1726
GlbXCannabis POTX 3.2 7.56 –0.34 .0966 MicroFang3xLvg BULZ ... 31.20 –3.41 ... GraniteGold BAR ... 17.73 –0.61 ... iShS&P100 OEF 1.1 212.37 –4.87 .6322 SPDRPtfLTCorpBd SPLB 3.0 31.73 –0.04 .0784 WisdTrEMxSOE XSOE 1.7 36.42 –1.68 .215
GlbXCloudComp CLOU ... 28.59 –1.56 ... HealthCareSelSect XLV 1.4 131.97 –1.00 .4665 iShS&PMC400Growth IJK .5 83.73 –3.15 .1179 SPDRPtfLgTermTrea SPTL 1.6 42.76 +0.54 .0602 WisdTrEM HiDiv DEM 5.0 41.71 –0.81 .99
GlbX Cybersec BUG .0 31.88 –1.99 .0004 NYSE ARCA HorizonKinInfltn INFL .7 30.38 –0.72 .058 iShS&P500Growth IVW .5 81.45 –2.50 .1131 SPDRPtfMtgBkdBd SPMB 2.7 25.47 –0.02 .053 WisdTrFRTrea USFR .0 25.11 +0.02 .003
GlbXFinTech FINX ... 46.19 –2.45 ... IndSelSectorSPDR XLI 1.3 103.21 –2.52 .3231 iShGlobalEnergyETF IXC 3.7 27.58 +0.08 .4273 SPDRS&P500Value SPYV 2.0 40.29 –0.37 .1843 WisdTrIndiaEarn EPI .9 35.88 –1.65 .11
GlbXGen&Biotech GNOM .0 20.76 –0.69 .0324 ARKInnovationETF ARKK .0 107.12 –6.12 1.6277 InvscChinaTech CQQQ .6 66.58 –2.23 .3859 iShGlobalTechETF IXN .6 61.58 –2.30 .2046 SPDRPtfS&P1500 SPTM 1.3 56.58 –1.22 .1868 WisdTrJapanHdg DXJ 2.2 60.59 –2.77 .065
GlbXNasd100Cv QYLD 11.5 22.35 –0.70 .2246 ARK NextGen ARKW .0 141.63 –8.30 1.8945 InvscDBComm DBC ... 20.03 –0.82 ... iShS&P500Value IVE 1.9 149.96 –1.60 .8524 SPDRPtfS&P500 SPLG 1.3 54.00 –1.16 .1543 WisdTrUSEff NTSX .9 43.52 –0.48 .09
GlbX Robotics&AI BOTZ .2 36.32 –2.00 .0593 AberdStdPhysGold SGOL ... 17.14 –0.58 ... InvscDBAgriFd DBA ... 19.97 –0.10 ... iShrsSP GSCI Cmdty GSG ... 16.51 –0.73 ... SPDRS&P500Growth SPYG .6 70.61 –2.15 .105 XtrkrsHarvCSI300 ASHR .9 38.20 –0.48 .3248
GlbXSuperDivdREIT SRET 6.6 9.29 –0.21 .05 AberdStdPhySilv SIVR ... 22.28 –1.42 ... InvscDBOilFund DBO ... 12.76 –1.24 ... iShS&PMC400Value IJJ 1.5 108.33 –2.98 .5617 SPDRS&P500HiDiv SPYD 5.0 40.26 –0.30 .3866 XtrrsLowBetHYBd HYDW 3.7 49.90 –0.49 .1376
GlbXTelemed EDOC .0 16.51 –0.89 .0064 AdvShPureUSCan MSOS ... 28.53 +0.01 ... InvscDBUSDBull UUP ... 25.77 +0.02 ... iShS&PSC600Value IJS 1.1 103.67 –3.21 .5067 SPDRPtfS&P400MC SPMD 1.4 48.68 –1.58 .2256 XtrkrsMSCIHiDiv HDEF 5.6 22.60 –0.45 .3075
InvscActMgdETC PDBC .0 20.87 –0.81 .0013 AlerianMLPETF AMLP 8.4 33.18 +0.09 .76 InvscDynLeisure PEJ .8 47.00 –1.83 .0612 iShShortNatlMuniBd SUB .8 107.41 +0.06 .0458 SPDRPtfS&P600SC SPSM 1.2 44.08 –1.48 .1296 XtrkrsMSCIEAFE DBEF 2.9 38.03 –1.54 .6558
InvscBull2025CpBd BSCP 1.8 21.91 –0.09 .0296 AmplifyHiIncm YYY 9.2 16.55 –0.38 .12 InvscEMSovDebt PCY 4.9 25.63 –0.93 .1054 iShSilver SLV ... 21.37 –1.38 ... SPDRPtfSTCpBd SPSB 1.1 31.02 –0.03 .0218 XtrkUSAESGLdrs USSG 1.2 43.06 –1.09 .1076
InvscBull2024CpBd BSCO 1.9 21.84 –0.07 .03 AmplifyLithium BATT .2 19.47 –0.49 .0336 InvscFinlPfd PGF 4.9 18.30 –0.31 .0709 iShTIPSBondETF TIP 3.6 129.84 –0.51 .1218 SPDRShtTermTrea SPTS .2 30.53 +0.03 .0055 XtrkrsUSDHYCorpBd HYLB 4.8 39.12 –0.47 .1472
Complete FOREIGN EXCHANGE LIST: Page 60 Foreign Markets Key Cross Rates $1=€.8836, ¥113.37, £.7497
Europe GLOBAL STOCK MARKETS Asia

Viral Load: Nations struggled with a new Covid In Local Currencies In U.S. Dollars1 No Hiding: The variant hit stocks across Asia,
surge. Then came news of the African variant. Week's Week's as currencies sank in the rush for safe havens.
Index % Chg. 11/26 52-wk Range % Chg. 11/26 52-wk Range
-4.50% S&P Europe BMI The World –2.6 2388.5 2461.9– 1943.7 –2.7 3132.0 3237.6– 2583.1 -2.60% S&P Pan Asia BM
E.A.F.E.2 –3.6 1320.5 1378.6– 1146.5 –3.8 2256.9 2404.8– 2053.8
-2.31 Belgium Australia –1.2 1414.9 1494.6– 1274.2 –2.9 900.5 1005.8– 838.5 0.00 Philippines
Austria –1.5 673.5 742.8– 447.5 –1.5 1440.0 1626.4– 1011.5
-2.70 U.K. Belgium –2.6 948.7 1027.7– 887.5 –2.6 1330.5 1543.7– 1313.2 -1.34 Malaysia
Canada –1.9 2657.3 2732.1– 2149.6 –3.0 2246.5 2351.2– 1793.6
-3.19 Switzerland Denmark –4.4 15201.3 15982.8– 11463.5 –4.4 17349.2 18519.0– 13769.1 -1.38 Hong Kong
Finland –3.4 828.6 918.0– 746.1 –3.4 621.9 721.3– 599.2
-3.82 Norway France –4.9 2418.9 2561.3– 1962.5 –4.9 2313.5 2475.5– 2019.9 -1.54 South Korea
Germany –5.6 1090.8 1160.9– 968.8 –5.6 2309.0 2580.5– 2186.7
-3.91 Spain Greece –6.8 42.5 47.1– 36.1 –6.8 17.8 21.2– 16.1 -1.82 Australia
Hong Kong –1.6 16368.0 19150.6– 16134.0 –1.7 11658.0 13715.3– 11521.3
-3.99 Finland Ireland –4.3 275.2 310.7– 249.5 –4.3 237.5 280.7– 231.0 -1.90 New Zealand
Italy –5.0 813.1 873.4– 689.0 –5.0 297.0 325.1– 270.2
-4.34 Denmark Japan –2.9 1225.9 1294.8– 1071.7 –2.3 3906.6 4257.8– 3706.1 -2.14 Thailand
Netherlands –7.0 2851.7 3087.5– 2065.5 –7.0 5289.6 5880.4– 4046.9
-4.76 France New Zealand –0.4 166.0 206.0– 162.9 –3.1 172.0 226.8– 172.0 -2.42 Indonesia
Norway –4.0 3345.6 3551.0– 2710.9 –6.3 2628.6 3036.0– 2216.7
-5.22 Germany Portugal3 0.4 104.2 109.9– 91.7 0.4 77.2 86.4– 72.3 -2.46 Singapore
Singapore –2.3 1663.6 1738.7– 1487.9 –3.1 3740.3 3972.5– 3416.5
-5.31 Sweden Spain –4.1 819.2 905.5– 760.9 –4.2 390.0 461.9– 388.6 -2.54 Taiwan
Sweden –5.3 18540.4 19696.9– 14832.2 –7.2 10537.6 11695.4– 9235.8
-5.32 Greece Switzerland –3.1 1626.8 1685.9– 1372.5 –2.6 7573.3 7839.6– 6500.6 -2.83 Japan
U.K. –2.4 1982.2 2077.5– 1760.5 –3.3 1101.6 1186.5– 979.4
-5.32 Italy U.S.A. –2.3 4454.5 4568.7– 3527.5 –2.3 4454.6 4568.7– 3527.5 -2.94 China
Base Jan. 1, 1970=1001Adjusted for foreign exchange fluctuations relative to the U.S. $.
2Europe, Australasia, Far East Index.3Base: Jan. 1, 1988=100.
-6.68 Netherlands -3.75 India
Source: Morgan Stanley Capital International Perspective, Geneva.
Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices
KEY FOREIGN STOCK MARKET INDEXES S&P Global Broad Market Indices
S&P Global S&P Global SP Global Point
Most Recent Week’s Year-to-Date Most Recent Week’s Year-to-Date Indexes, Indexes, Indexes, Chg. % Chg.
Close %Chg. Chg. % Chg. Close %Chg. Chg. % Chg. Region/ Local Curr. Wkly U.S. $ Wkly U.S. $ on From From
Country 11/26/21 % Chg. 11/26/21 % Chg. 12/31/20 12/31/20 12/31/20
Amsterdam AEX 781.63 –4.89 +157.02+25.14 Mexico City IPC 49492 –2.60 +5425.64+12.31 Americas 496.12 — 2.50 413.23 82.89 20.06
Brazil 950.20 — 1.10 192.71 — 1.54 260.65 — 67.94 — 26.07
Athens General 858.93 –6.13 +49.94 +6.17 Milan FTSE All Share 29636 –0.93 +5433.95+22.45 Canada 651.41 — 2.13 647.32 — 3.25 535.57 111.75 20.87
Chile 306.36 4.95 161.93 4.88 179.61 — 17.68 — 9.84
Bangkok SET 1610.61 –2.09 +161.26+11.13 Moscow RTS 1589.38 –7.79 +201.92+14.55 Mexico 822.41 — 2.53 304.79 — 6.83 299.89 4.90 1.63
U.S. 47329.19 — 2.47 47329.19 — 2.47 39219.62 8109.57 20.68
Bombay Sensex 57107 –4.24 +9355.81+19.59 Oslo Composite 1282.08 –3.73 +234.49+22.38 Latin America 208.04 — 2.45 258.38 — 50.35 — 19.49
Europe 458.96 — 4.52 427.18 31.79 7.44
Brussels Bel-20 4126.73 –2.47 +505.45+13.96 Paris CAC 6739.73 –5.24 +1188.32+21.41 Austria 346.79 — 2.73 325.71 — 2.75 283.22 42.49 15.00
Belgium 361.62 — 2.31 339.64 — 2.33 341.04 — 1.40 — 0.41
Santiago Selective 2992.42 +5.07 +134.81 +4.72 Denmark 2929.03 — 4.34 2792.73 — 4.38 2493.20 299.53 12.01
Buenos Aires Merval 80369 –6.22 +29142+56.89
Finland 1765.39 — 3.99 1658.09 — 4.00 1570.81 87.28 5.56
Sao Paulo Bovespa 102224 –0.79 –16792–14.11 France 493.39 — 4.76 463.41 — 4.78 420.20 43.20 10.28
Copenhagen OMX 20 1806.59 –4.40 +341.42+23.30
Germany 535.91 — 5.22 503.34 — 5.24 503.68 — 0.34 — 0.07
Seoul Composite 2936.44 –1.16 +62.97 +2.19 Greece 20.89 — 5.32 21.47 — 5.34 20.52 0.95 4.64
Dublin ISEQ 8202.38 –0.97 +826.05+11.20
Ireland 818.27 — 4.82 768.53 — 4.83 734.58 33.96 4.62
Shanghai Composite 3564.09 +0.10 +91.02 +2.62 Italy 257.26 — 5.32 241.62 — 5.34 223.18 18.44 8.26
EURO STOXX SXXE 458.46 –5.17 +60.90+15.32
Netherlands 1039.23 — 6.68 976.06 — 6.69 792.39 183.67 23.18
Shenzhen B Share Idx 1174.61 +0.87 +87.89 +8.09 Norway 731.35 — 3.82 563.80 — 6.04 515.56 48.24 9.36
EURO STOXX 50 SXSE 4089.58 –6.13 +536.94+15.11
Portugal 68.55 — 0.10 70.47 — 0.12 72.32 — 1.86 — 2.57
Singapore FTSE STI 3166.27 –2.04 +322.47+11.34 Russia 2730.67 — 5.27 287.24 — 7.59 253.04 34.20 13.51
Frankfurt DAX 15257 –5.59 +1538.26+11.21 Spain 376.06 — 3.91 353.20 — 3.92 369.58 — 16.37 — 4.43
Stockholm OMXS 978.54 –5.24 +210.16+27.35 Sweden 1813.88 — 5.31 1409.53 — 7.09 1292.17 117.36 9.08
Helsinki OMHX 12238 –3.95 +1366.42+12.57 Switzerland 715.79 — 3.19 1132.14 — 2.75 1038.06 94.08 9.06
STOXX Europe 50 SXSP 3606.58 –4.41 +498.28+16.03 United Kingdom 286.01 — 2.70 252.61 — 3.59 237.05 15.56 6.56
Hong Kong Hang Seng 24080 –3.87 –3150.61–11.57 South Africa 936.86 — 5.02 281.77 — 8.09 294.27 — 12.50 — 4.25
STOXX Europe 600 SXXP 464.05 –4.53 +65.02+16.29 Pacific Region 276.52 — 2.78 279.81 — 3.30 — 1.18
Istanbul IMKB 1776.41 +2.25 +299.69+20.29 Australia 536.14 — 1.82 554.70 — 3.54 532.40 22.31 4.19
Sydney S&P/ASX 200 7279.30 –1.59 +692.20+10.51
China 510.81 — 2.94 626.40 — 3.03 755.42 — 129.02 — 17.08
Jakarta Composite 6561.55 –2.36 +582.48 +9.74 Hong Kong 480.38 — 1.38 477.67 — 1.48 501.50 — 23.83 — 4.75
Taipel Weighted 17369 –2.52 +2636.86+17.90
India 1741.92 — 3.75 913.98 — 4.55 722.88 191.09 26.43
Johannesburg All Share 68614 –2.50 +9206.30+15.50 Japan 155.99 — 2.83 172.13 — 2.22 171.41 0.72 0.42
Tel Aviv 125 Index 1987.15 +0.08 +419.06+26.72
Malaysia 233.78 — 1.34 144.36 — 2.63 163.45 — 19.09 — 11.68
Kuala Lumpur Composite 1512.22 –0.87 –114.99 –7.07 New Zealand 399.98 — 1.90 531.58 — 4.54 620.97 — 89.38 — 14.39
Tokyo Nikkei-225 28751 –3.34 +1307.45 +4.76
Philippines 381.22 0.00 301.65 0.00 303.05 — 1.40 — 0.46
LISBON PSI 4140.56 –0.36 +340.86 +8.97 Singapore 229.81 — 2.46 274.30 — 3.07 236.37 37.93 16.05
Toronto S&P/TSX 21125 –1.99 +3692.54+21.18
South Korea 1118.39 — 1.54 1588.97 — 2.19 1762.81 — 173.84 — 9.86
London FTSE - 100 7044.03 –2.49 +583.51 +9.03 Taiwan 173.56 — 2.54 203.62 — 2.70 170.46 33.16 19.45
Vienna ATX 3630.85 –2.17 +850.41+30.59
Thailand 354.32 — 2.14 508.14 — 4.52 514.57 — 6.43 — 1.25
Euro Zone 169.38 — 5.05 158.66 10.72 6.75
Madrid IBEX 35 8402.70 –4.00 +329.00 +4.07 Wellington S&P/NZX 50 12628 –0.87 –462.75 –3.53
Europe Developed (ex U.K.) 618.66 — 4.80 574.46 44.20 7.70
Europe (Nordic) 1408.73 — 5.80 1288.10 120.62 9.36
Manila Composite 7278.44 –0.03 +138.73 +1.94 Zurich Swiss 12199 –2.76 +1495.70+13.97
Pacific (ex. Japan) 382.08 — 3.08 390.05 — 7.97 — 2.04
World (ex US) 243.09 — 3.60 234.84 8.25 3.51
Indexes are based on local currencies. Because of various holidays and other market closings, the most recent close is not necessarily S&P Global Broad Market Indices 361.38 — 2.94 319.69 41.69 13.04
that of the week of publication. GLOBAL DOW 3962.77 — 2.42 3488.15 474.63 13.61
s2021 S&P Dow Jones Indices. All Rights Reserved.
Mutual Funds Data provided by
Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. CASH TRACK NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
CAIntTf 12.18 0.01 1.2 13.6 GlbTechGw I 73.57 -3.00 20.4 146.8 US SmCpVal 46.68 -1.22 36.6 45.9
A American Century Inv:
Balanced n 22.87 -0.42 13.5 49.0 Latest Tally: Four-week averages show stock funds’ inflows at $6.6 billion a week, down from
IntmMunBd I
LgCapGr
10.50
14.05
0.01
-0.60
1.4
12.6
14.0
116.9
US TgdVal
USLCpGr
31.76
33.25
-0.83
-0.80
35.9
21.0
51.8
84.5
AAM: CaHYMu n 11.21 0.00 3.7 19.8 LgCpGrow I 69.30 -2.50 26.8 118.1 USLgVa 45.84 -0.33 23.7 40.5
CAIntTF n 12.18 0.01 1.1 12.9 LgCpIdx I 67.54 -1.51 23.7 80.1 USLgVaIII 30.88 -0.22 23.8 40.9
B&GIncGroClI 24.31 -0.43
AB Funds:
18.8 52.5
DiscCoreVal n 44.25 -0.62 19.7 55.9 $7.2 billion, taxable-bond funds’ at $8.4 billion, down from $8.7 billion, and money funds’ at MdCpIdx I 18.83 -0.62 21.5 56.6 USSmCpGr 28.27 -1.09 23.7 67.3
AlBeGblBndFdClZ p 8.50 -0.01 -0.6 13.6 DivBnd n 11.10 0.00 -0.7 18.3 MidCapGth I 36.05 -1.67 20.0 103.6 USSoCoreEq2 24.74 -0.68 24.1 70.7
AllMktRlRtnPtZ 10.43 -0.26 23.3 36.3 EmgMkt nr 13.65 -0.67 -7.4 39.5 $14.4 billion, from $14.9 billion. But muni-fund inflows rose to $2 billion, from $1.3 billion. SelComunInfo t 153.48 -4.77 30.6 175.1 USSustCoreI 36.52 -0.91 23.2 83.0
AllMktRtrn1 10.33 -0.26 23.0 35.2 EqGro n 39.12 -0.95 23.6 71.7 SelLCVal p 32.67 -0.34 22.0 51.5 USVectorEq 25.91 -0.60 26.2 54.0
CapFdInc.LCapGow 97.93 -3.21 24.8 116.0 EqInc n 9.98 -0.12 12.2 32.5 Equity Funds Municipal Bond Funds SelMdCpVal I p p 14.38 -0.25 25.9 62.2 WexUSGov 10.29 0.02 -3.9 12.1
DiscovValFd 26.62 -0.67 31.8 45.3 FocusDynamGrowth n 59.89 -2.64 11.6 146.3 11600 2200 SmCapGth I 32.46 -1.71 -0.1 121.6 WrdEXUSTARGETVAL 14.58 -0.54 9.6 28.5
IntDurInstl 15.50 0.00 -0.8 18.3 Grwth n 58.07 -2.17 24.9 118.5 SmCpIdx I 30.76 -1.05 23.9 51.2 Dodge & Cox:
IntlStraEquPtZ 13.59 -0.57 6.5 27.9 Heritage n 29.14 -1.26 12.7 104.2 StratInc I 24.22 -0.23 1.1 20.4 Balanced n 115.81 -1.15 16.5 42.0
MuniIncmShares 12.85 0.01 6.9 28.2 InfAdjBd n 13.29 -0.07 6.2 27.3 TaxEZ 13.63 0.01 2.9 16.7 GblStock n 15.57 -0.43 17.1 42.2
SmCapGrwPortZCl 93.65 -5.07 11.0 114.2 Intl Gr n 16.33 -0.78 6.7 63.3 7600 1800 Thermostat I 18.86 -0.05 6.1 58.9 Income n 14.19 -0.03 -1.1 20.1
AB Funds - A: IntlOppt n 13.85 -0.68 2.7 63.1 TotReBd I 37.33 -0.11 -0.1 24.9 Intl Stk n 46.69 -1.78 6.8 25.7
BalWlthStrA p 17.82 -0.41 10.4 34.8 IntTF n 11.84 0.00 1.7 15.2 Columbia Class I2: Stock n 241.69 -3.96 27.4 55.5
GlobalBondA p 8.50 -0.02 -0.9 12.5 FocLgCapVal n 12.23 -0.12 12.3 35.3 3600 1400 ContCore I2 37.25 -1.08 19.7 81.1 Domini Funds:
GrowthA p 120.78 -4.29 17.5 99.2 MdCapVal n 19.88 -0.21 18.0 39.5 DivIncom 31.28 -0.44 20.6 57.7 Intl Eq Instit 8.90 -0.35 6.9 26.5
HighIncomeA p 7.86 -0.10 3.3 18.4 OneChAgg n 19.13 -0.50 11.6 56.1 MidCapIndx 19.34 -0.64 21.6 56.5 US Equity Inv pn 36.37 -1.16 19.1 92.1
LgCpGrA p 87.84 -2.88 24.5 114.0 OneChCon n 15.71 -0.22 7.5 37.6 SmCapIndx 31.57 -1.08 23.9 51.2 DoubleLine Funds:
MuCA A p 11.52 0.01 2.0 15.6 OneChMod n 18.16 -0.39 9.8 47.9 -400 1000 Columbia Class I3: CoreFxdIncmI 10.97 NA NA NA
NtlMuA p 10.75 0.00 2.2 16.0 OneChoice2025 n 16.22 -0.24 7.6 36.8 Balanced I3 54.69 -1.03 12.2 56.8 EmgMktIncmI 10.38 NA NA NA
RelatValA p 6.98 -0.10 22.0 43.3 OneChoice2035 n 18.35 -0.34 8.8 43.6 Bond I3 35.29 0.02 -0.5 21.3 FlexibleIncomeI 9.61 NA NA NA
SmCpGroA p 82.26 -4.47 10.6 112.0 OneChoiceRet n 14.41 -0.19 7.2 34.3 -4400 600 ContCore I3 p 37.29 -1.08 19.7 81.4 GlobalBondN 9.82 NA NA NA
SmMdCpGrA p 15.56 -0.64 11.1 104.2 Select n 122.88 -4.78 21.7 110.9 DivIncom 31.33 -0.44 20.7 58.0 InfraIncomeI 10.39 -0.01 0.1 15.8
SustGlblThemGrA p 191.10 -6.27 20.0 107.7 SmCapGrowth n 26.11 -1.27 6.3 102.1 Oct Nov Oct Nov SmCpVal II p 22.05 -0.78 33.6 57.4 LowDurBdI 9.91 -0.01 0.7 7.7
AB Funds - ADV: SmCpVal n 11.52 -0.25 33.9 73.4 STBond 10.03 -0.01 0.8 10.4 LowDurBdN n 9.90 -0.01 0.5 6.9
ConGroAdv 63.50 -2.03 25.0 99.8 Sustain Equity n 47.68 -1.44 24.0 86.7 Columbia Funds: ShillerEnhCAPEI 21.87 -0.33 19.4 75.3
GlbBd 8.49 -0.02 -0.8 13.3 Ultra n 92.11 -3.45 21.3 132.1 Money Market Funds Taxable Bond Funds UltShortBd Inst3 9.03 0.00 0.2 5.4 ShillerEnhCAPEN n 21.85 -0.34 19.1 73.9
HiIncmAdv 7.87 -0.10 3.5 19.1 Value n 9.74 -0.09 20.3 40.9 17300 10000 Commerce Funds: TotRetBdI 10.42 NA NA NA
IntlSmCapPtADV 13.05 -0.62 8.8 33.8 American Century R6: Bond n 20.61 -0.02 -0.5 17.7 TotRetBdN n 10.41 NA NA NA
IntlStraEquPtADV 13.58 -0.56 6.6 28.1 AmCentUltraFdR6 96.94 -3.63 21.7 134.6 Community Capital Tr: Driehaus Funds:
IntlStrgCore 13.49 -0.41 6.4 27.0 EmgMkt 14.02 -0.68 -7.0 41.0 CRAQualInvFd 10.57 0.00 -1.6 9.8 EmMktsGr n 49.07 NA NA NA
LgCpGrAdv 98.13 -3.22 24.7 115.6 EqInc 10.01 -0.12 12.5 34.0 Credit Suisse Common: Dupree Mutual Fds:
MuniBdInfl 11.08 -0.06 6.4 18.6 Growth 59.62 -2.22 25.3 120.8 5200 8500 ComdtyRet r 35.40 -0.77 28.8 29.1 KYTF n 7.97 0.00 1.6 15.0
NationalPtf 10.75 0.00 2.5 16.9 InfAdjBd PACH R6 13.28 -0.07 6.4 28.3 Cullen Funds:
SelectUSLgShrt 15.97 -0.17
SmCapCorePortADV 15.81 -0.59
15.4
20.3
45.2
50.8
MdCapVal
OCP2025
19.90
12.12
-0.21
-0.18
18.3
7.9
41.0
38.3
HiDivEqI r 17.98 NA NA NA E
SmMdCpGr 17.23 -0.70
SmMidCpValAdv 27.64 -0.69
11.4
31.9
105.7
45.1
OCP2030
OCP2035
13.15
12.71
-0.22
-0.24
8.5
9.1
41.7
45.1
-6900 7000 D Eaton Vance Class A:
AtlCpSMID p 38.42 -1.13 16.5 59.3
SustGlbThemAdv 205.54 -6.73 20.3 109.3 SmCpVal 11.66 -0.25 34.3 75.2 Davenport: DivBldrA 19.78 -0.39 17.7 63.6
SutblIntlThemat 24.58 -1.10 5.9 68.8 American Century Y: Davenport Core n 34.67 -0.81 18.7 67.6 FloatRt 9.09 -0.03 3.6 9.8
TxMgdWlthAppAdv 21.47 -0.68 16.5 56.0 IntTF 11.84 0.01 2.0 16.0 EqOpp n 27.08 -0.73 21.8 91.1 FltgRtAdvg p 10.54 -0.04 4.6 11.5
WlthApprStr 21.85 -0.71 16.7 56.8 American Funds Cl A: -19000 5500 Val&Incm n 20.04 -0.37 18.8 41.2 Inc Bos 5.50 -0.07 3.2 20.2
AB Funds - C: 2010TarRetA p 12.55 -0.09 6.8 30.5 Oct Nov Oct Nov Davis Funds A: LgCpVal 24.72 -0.32 18.6 45.3
LgCpGrC t 59.34 -1.96 23.6 109.2 2015TarRetA p 13.43 -0.12 7.5 33.2 NYVen A 32.37 -0.79 12.3 50.8 NatlMuniInc 10.33 0.01 1.2 16.8
AB Funds - I: 2020TarRetA p 14.83 -0.15 7.9 35.4 Davis Funds C & Y: ShDurGovIncFd 7.97 -0.02 -0.5 3.8
GlbBd 8.49 -0.02 -0.8 13.3 2025TarRetA p 16.72 -0.23 8.6 41.7 The charts above show four-week moving averages of net cash flow in millions of dollars. BARRON'S • Lipper FMI NYVenY 33.44 -0.81 12.6 52.0 ShDurStratIncFd 7.15 -0.03 0.9 16.7
LgCpGroI 97.44 -3.20 24.7 115.4 2030TarRetA p 18.50 -0.32 10.1 47.3 Del Invest Instl: TMG1.0 n 2029.73 -53.31 21.2 82.7
SmCpGroI 92.93 -5.04 10.9 113.6 2035TarRetA p 20.02 -0.45 12.2 56.0 CorpBdI 6.21 -0.13 -1.4 28.5 TMG1.1 91.29 -2.40 20.9 80.9
Aberdeen Fds: 2040TarRetA p 21.03 -0.54 13.2 60.0 USGrw 30.11 -1.33 8.4 86.0 TMG1.2 40.99 -1.08 20.7 80.2
EmMktEqty Inst 19.18 -0.87 -5.6 47.2 2045TarRetA p 21.58 -0.59 13.6 61.4 Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Value 25.00 -0.28 16.1 31.9 WW Hlth Science p 14.88 -0.27 14.3 56.3
UltStMuniIncInst 10.03 0.00 0.0 2.5 2050TarRetA p 21.30 -0.60 13.8 62.4 NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. Delaware Invest A: Eaton Vance Class I:
USSmCapEq Inst 54.35 -2.23 30.8 86.0 AmcpA p 45.63 -1.69 21.0 76.4 Diver Inc p 9.12 -0.03 -1.4 21.8 AtlCpSMID 43.89 -1.29 16.8 60.5
Acadian Emerging Markets: AMutlA p 52.45 -0.59 19.0 45.0 Growth pn 48.31 -1.45 13.1 73.2 StrtIncOpptyInvA 10.26 -0.02 0.7 15.6 WWGrA 76.61 -2.69 18.9 89.4 LargeCapValueA 39.85 -0.58 20.8 50.5 GroInA p 14.85 -0.13 15.3 33.4 FloatRtHiInc 8.68 -0.04 4.0 12.5
AcadnEm Inv n 22.92 -0.82 1.5 30.2 BalA p 33.50 -0.42 12.6 44.7 RisingDivd n 23.18 -0.46 20.6 52.4 TotRet 11.85 -0.07 -1.6 18.9 BNY Mellon Funds Tru: LargeCapValueI 39.77 -0.57 21.1 51.7 OppA p 35.73 -0.69 25.2 48.1 FltgRt 8.79 -0.03 3.8 10.6
Advisers Inv Trst: BondA p 13.46 -0.01 -1.0 20.6 BlackRock Funds Blrk: BondFd 12.93 0.00 -1.4 17.7 MidCapA 46.10 -1.35 24.3 75.1 SmCpValA p 77.34 -2.23 29.4 45.8 GblMacAbR 8.61 -0.03 1.5 15.4
Balanced n
Growth n
93.59 -1.14
119.44 -2.25
13.1 52.1
19.2 68.1
CapIBA p
CapWA p
CapWGrA
68.03
20.05
64.83
-0.85
-0.03
-2.08
9.9
-5.3
10.4
30.3
14.7
54.0
B CapAppr
BlackRock Funds C:
45.56 -2.07 20.3 114.8 EmgMkts
IntlFd
12.83
14.70
-0.61
-0.60
-0.5
4.2
35.8
28.6
SmallCapGrowthA 50.86
SmallCapGrowthI 55.90
-2.49
-2.74
10.1
10.3
83.5
84.9
SMIDCapGrA p 42.63
TxUSA p 12.30
-2.58
-0.16
-3.6
4.3
129.4
23.7
IncBos
LgCpVal
NatlMuniInc
5.50 -0.07
24.84 -0.32
10.33 0.01
3.4
18.9
1.4
21.1
46.4
17.6
Muni n 8.89 0.00 0.4 14.3 GlblAlloc t 19.12 -0.15 5.7 43.0 IntmBdFd 12.76 0.00 -1.0 11.5 SmallCapGrowthIS 56.92 -2.78 10.5 85.7 Deutsche DWS:
AIG Funds: EupacA p 67.03 -3.17 0.8 53.3 Baird Funds: HlthScOp 64.44 -1.13 5.2 48.4 MCMultiStrM 24.43 -0.70 16.9 72.3 Clipper: CapGrth p 132.40 -4.06 20.9 116.5 Eaton Vance Funds:
FDivStII t 17.44 -0.27 13.1 16.4 FdInvA p 78.64 -2.10 17.7 64.1 AggBdInst 11.41 0.00 -1.4 19.5 MultiAstIncome 11.43 -0.03 5.5 22.8 NtlIntmMuni 14.09 0.01 0.9 14.7 ClipperFd n 148.67 -3.17 17.0 52.7 CapGrth n 134.53 -4.11 21.2 118.1 ParTxMgdEmgMktIn 51.09 -1.69 2.3 19.4
Akre Funds: GBalA p 39.40 -0.61 6.6 36.4 CorBdInst 11.76 -0.02 -1.1 20.4 BlackRock Funds III: NtlShTMuni 12.87 0.00 0.2 5.6 Cohen & Steers: CoreEq n 36.60 -0.88 20.2 70.2 Edgewood Growth Instituti:
AkreFocusInst 66.69 -1.60 21.1 90.0 GovtA p 14.19 0.02 -0.6 16.9 IntBdInst 11.37 -0.01 -1.4 15.0 iShS&P500IdxK 544.56 -12.14 23.8 81.2 Boston Trust Walden: GblInfrI 23.08 -0.25 10.7 32.2 EqDivA 55.90 0.09 12.1 22.1 EdgewoodGrInst 63.61 -1.93 22.9 125.0
AkreFocusRtl 64.70 -1.55 20.9 88.6 GwthA p 80.37 -3.12 19.0 100.0 QualIntMunBdInst 11.85 0.00 0.1 11.9 iShUSAggBdIdxK 10.54 0.01 -1.7 17.4 BostonBalanced 65.81 -1.22 16.9 51.1 GlbRltyI 64.54 -1.22 21.1 42.7 GblGrwS n 47.61 -2.37 4.3 57.7
Alger Funds A:
CapApr 39.25 -1.67 19.1 114.6
HI TrA p
HiInMuniA
10.39
16.99
-0.11
0.01
6.5
5.1
24.3
20.9
ShtTBdInst
BalanA p:
BalanA p
9.79
26.14
-0.01 -0.3
-0.48 11.9 57.7
9.5 BlackRock Funds Inst:
AdvIntl Inst 18.46 -0.73 7.9 33.8
Braddock Multi Strat:
Income Fund 7.32 -0.02 5.5 -19.5
InstlRlty
IntlRltyI r
56.49
12.42
-0.68
-0.27
32.1
6.4
62.1
28.8
GNMA S n
HiIncA
13.62
4.74
-0.02
-0.07
-1.1
1.8
10.9
21.2 F
SpectraN 34.27 -1.71 16.2 110.7 ICAA p 52.49 -1.20 20.3 63.2 AdvLgCapCore 25.52 -0.06 28.0 85.9 Bridge Builder Trust: PrefSecIncmA 14.09 -0.13 1.7 25.3 MgdMuniA p 9.32 0.01 2.0 16.0 Fairholme:
Alger Funds I: IncoA p 25.99 -0.24 12.5 36.1 Baron Funds: AdvSmCapInst 26.25 -0.48 24.1 102.7 CoreBond 10.47 0.00 -1.2 19.9 PrefSecIncnI 14.12 -0.14 2.0 26.4 MgdMuniS n 9.33 0.01 2.1 16.5
CapAppr I-2 120.67 -5.13 20.7 118.2 IntBdA p 13.77 -0.01 -0.8 12.8 Asset n 114.15 -13.57 10.7 86.5 CorePlusBond 10.35 -0.01 -0.6 21.4 Fairholme n 30.07 -0.71 3.2 95.4
GlobalAdv n 54.86 -3.61 6.9 168.1 BalCapFd 29.86 -0.10 15.4 56.9 RltyIncA p 19.91 -0.26 31.3 59.6 S&P500S n 45.16 -1.01 23.6 80.5 FAM Dividend Focus:
Alger Funds Inst: IntlGrIncA p 39.39 -1.73 4.7 38.7 BasicVal 20.43 0.31 28.2 51.8 Intl Eq 14.32 -0.61 7.2 42.8 RltyIncI 21.19 -0.27 31.7 60.9 TechA 40.40 -1.69 22.3 143.2 FAMDivFocFd n 50.93 -1.18 20.3 69.8
CapApprI 49.87 -2.13 19.4 114.6 LtdTEBdA 16.06 0.00 -0.1 9.8 Growth n 111.75 -13.55 15.3 93.8 CAInsMun 13.06 0.00 4.1 12.7 LargeCapGrowth 24.93 -0.82 21.2 107.9 RltyShs n 79.71 -0.98 32.2 61.5
Opportunity n 42.52 -6.02 15.2 188.4 Diamond Hill Funds: FAM Value:
Allianz Fds Admin: N PerA p 69.74 -2.76 15.3 92.6 CapAppr 45.12 -2.05 20.3 114.3 LargeCapValue 17.51 -0.34 20.5 57.0 Colorado BondShares: LgCapA pn 36.63 -0.49 20.4 58.8 FAMValue n 100.45 -1.87 20.7 58.0
RCMTechI 111.23 NA NA NA NEcoA p 66.11 -2.46 11.1 79.8 Partners n 197.96 -16.60 30.7 323.3 EmgMkts 30.27 -1.32 -1.5 54.1 MunicipalBond 10.74 0.00 1.6 15.1 ColoradoBdShs 9.40 0.00 4.5 17.4
SmallCap n 37.22 -6.35 13.6 94.5 LgCapI 36.90 -0.49 20.7 60.2 Federated Hermes:
Allianz Funds A: NwWrldA 90.56 -3.91 3.0 60.9 EqtyDivd 23.03 0.31 27.1 57.0 S/MCapGrowth 19.85 -0.83 16.4 87.8 Columbia Class A: LgCapY 36.97 -0.49 20.9 60.7 FdIntlGrIS 18.82 -1.05 6.0 84.0
RCMGrowthA 86.70 NA NA NA SmCpA p 87.09 -4.53 9.5 85.5 Baron Instl Shares: FloRateIncPorIns 9.94 -0.01 3.8 12.6 S/MCapValue 15.84 -0.40 23.7 50.5 AcornA t 13.48 -0.63 12.0 66.4
AssetInst 120.20 -13.79 11.0 87.9 LongShortI 30.85 -0.26 16.1 34.5 FedHerInterEquit 31.80 -1.49 5.2 50.3
RCMTech t 89.46 NA NA NA STBFA p 9.99 0.00 -0.7 6.7 LgCpFocusGwth 7.98 -0.39 17.3 117.0 Brown Advisory Funds: AMTTEBd 16.98 0.01 2.2 18.3 SmMidCapI 29.20 -0.55 27.3 49.8 FedHerUltBon 9.18 -0.01 0.3 NS
AllianzGI: STTxExBdA 10.27 0.01 -0.2 6.6 DiscoveryInst 35.29 -3.18 5.1 101.3 GlblAlloc 21.93 -0.17 6.7 47.6 GrowEqInv n 38.65 -1.79 18.2 110.6 BalancedA t 54.19 -1.03 11.8 55.2
EmergingMktsInst 17.51 -1.02 -6.4 42.1 Dimensional Fds: Federated Hermes A:
MidCpValA 37.35 NA NA NA TECAA p 18.34 0.01 1.8 15.5 GlobLg/ShrtCrIns 10.26 0.00 3.3 14.1 GrwthEquityInst 39.32 -1.82 18.4 111.6 BldrAggrsv 14.46 -0.40 13.0 51.4 2TGlFxd 9.92 0.01 -0.2 4.2 EqIncA p 27.10 -0.46 17.8 40.0
Amana Income: TxExA p 13.61 0.01 1.7 15.7 FifthAvenueInst 57.59 -5.28 15.3 122.7 HlthScOp 80.13 -1.39 6.2 52.9 SmallCapFndInst 30.40 -0.88 26.7 34.1 BldrMod p 11.89 -0.22 7.4 37.7
GlobalAdvInst 55.96 -3.68 7.1 170.1 5GlbFxdInc 10.79 0.01 -0.9 5.5 FdShInToRetA 10.57 -0.02 -0.7 9.9
AmanaIncm n 65.22 -1.10 16.1 58.3 WshA p 58.68 -0.83 21.9 56.5 HYMuni 10.67 0.00 8.6 26.4 SmCapGrInv n 30.30 -1.09 4.9 70.1 ContCoreA p 36.09 -1.05 19.3 79.3 CAIntrTrmMuniBd 10.73 0.00 -0.6 7.5 FedMunULA pn 10.03 0.00 0.0 2.8
AmanaGrowth n: AMG Funds: GrowthInst 117.01 -13.75 15.6 95.3 BrownSmCoInv n:
OpptortunityInst 45.04 -6.15 15.4 190.7 Interntnl 22.42 -1.17 8.4 62.6 DisplCoreA p 16.27 -0.36 25.8 68.3 CASTMuniBd 10.25 0.00 -0.1 2.6 KaufmannA p 7.46 -0.27 3.9 70.1
AmanaGrowth n 71.36 -2.53 27.0 115.1 RRSmCapValI 16.07 -0.27 17.7 45.3 iShMSCIIntldx 15.68 -0.60 7.0 34.0 BrownSmCoInv n 128.00 NA NA NA DivIncA t 30.72 -0.43 20.3 56.3 Cont 33.53 -1.48 12.4 54.8 KaufmnLCA p 38.76 -1.34 12.6 90.9
Amer Beacon Insti: AMG Managers Funds: PartnersInst 204.83 -16.90 31.0 326.7 Buffalo Funds:
RealEstateInst 38.72 -3.37 16.4 124.4 MdCpGrEq 48.36 -2.46 13.8 114.2 DivOpptyA 40.34 -0.28 19.8 40.3 DFARlEst 48.80 -0.65 30.8 50.8 KaufmnSCA p 65.42 -3.40 5.3 91.0
IntlInst 19.26 -0.79 5.0 18.7 Brandywine I n 44.44 -1.41 13.6 81.3 MultiAstIncome 11.46 -0.03 6.4 26.6 DiscFd n 32.35 -1.20 7.8 79.5 EqValA 13.46 -0.33 14.5 38.3 EmgMkt 32.02 -1.16 -0.3 31.1 MunStkAdvA p 15.03 -0.14 8.9 30.1
LgCapinst 30.32 -0.50 23.4 49.9 GWKMBd I 12.38 0.00 0.1 15.1 SmallCapInst 39.75 -6.46 13.9 96.1 SmCap n 22.08 -1.26 6.0 123.4
BBH Funds: NatlMuni 11.40 0.00 1.9 15.4 FocEqA t 24.65 -0.90 18.2 112.0 EmgMktSoCoEq 15.68 -0.57 1.4 33.8 ShIntDurMuA p 10.31 0.00 -0.2 4.7
SmCpInst 31.28 -0.95 24.7 41.5 GWKSmCpCr I 36.84 -1.84 20.4 65.8 BdMktN n 10.31 0.00 1.2 8.7 NYMUNIOPP 11.52 0.01 4.9 12.9 GlobEq 21.18 -0.78 21.7 99.9 EmgMktVa 30.44 -0.92 8.4 21.9 ShtIncA t 8.63 -0.01 -0.2 7.6
Amer Beacon Inv:
LgCapInv 27.28 -0.45 23.0 48.4
TSIntlSC I
TSSmCapGrFd Z 23.61
18.30 -0.78
-0.71
-1.0
14.3
37.0
95.0 BerkshireFocus n:
BerkshireFocus n 47.59 -3.00 8.8 190.1
ScTechOppInst 69.40
StratIncOpptyIns 10.26
-3.76
-0.02
10.4
1.0
188.3
16.6 C GlobTech
HiYldBd
76.62
11.86
-2.40
-0.17
30.1
2.1
177.0
23.1
EmMktCorEq 24.46
EmMktSmCp 25.48
-0.82
-0.77
2.5
10.9
34.8
45.2
StrValDivA p p 5.62
UltraShortA pn 9.19
-0.02
0.00
15.2
0.2
19.2
5.8
American Century A: YachtmanFocFd I 21.30 -0.43 11.9 51.9 Bernstein Fds: StratMuniOppI 11.93 0.01 5.1 12.9 Calamos Funds: IncmBldr t 13.14 -0.14 4.8 29.6 Fixd 10.30 0.01 0.0 3.6 StockTrA 35.40 -0.42 22.1 45.1
EqIncA p 9.98 -0.12 12.0 31.5 YacktFocFd N n 21.34 -0.43 11.8 51.1 Ca Mu n 14.57 0.00 0.7 10.8 TotRet 11.84 -0.08 -1.4 19.9 ConvI 23.38 -0.66 5.5 83.2 LgCpGrowA t 65.41 -2.36 26.5 116.4 GblAll60 40Inst 22.46 -0.37 11.0 40.8 Federated Hermes C:
American Century G: YacktmanFd I 24.43 -0.46 14.9 50.4 DivrMuni n 14.80 0.01 1.3 12.7 WorldInc 6.17 -0.04 -1.8 18.0 Gr&IncA p 47.88 -1.16 17.7 72.5 LgCpIdx pn 66.94 -1.50 23.4 78.8 GlAll25 75Inst 15.02 -0.10 4.7 22.1 StraValDivC p 5.63 -0.02 14.4 16.6
EmgMktsDebt 10.15 -0.19 -2.2 20.6 Angel Oak Funds Trst: EmMkts n 32.65 -1.57 0.3 41.8 BMO Funds: Gr&IncI 45.74 -1.10 18.0 73.8 LgCpVl A 17.20 -0.21 17.8 48.5 GlEqInst 32.27 -0.87 18.8 58.7 Federated Hermes Int:
GlBond 10.50 -0.03 -0.6 15.9 AglOkMtiStFdClIn 10.35 -0.01 4.2 7.1 IntmDur n 13.49 0.01 -1.0 17.3 CorePlBdI 12.15 -0.03 -0.7 19.3 GrowthA p 45.66 -1.87 22.7 101.6 LiGoBalA p 13.19 -0.31 10.0 44.4 GlRESec 13.21 -0.15 22.9 38.6 GloFinI 41.35 -2.28 0.6 37.8
InfAdjBd 13.30 -0.07 6.6 29.1 AQR Funds: NY Mun n 14.26 0.00 1.5 11.4 IntrTaxFree I 11.57 0.00 2.1 14.4 MktNeutA p 14.63 -0.04 4.2 15.2 MdCpIndxA pn 18.91 -0.62 21.3 55.4 InfProtSec 13.44 -0.06 5.4 29.1 InsHiYld r 9.76 -0.12 2.5 22.3
NT IntlGr 15.21 -0.72 7.5 68.9 DivArbI 12.30 -0.04 7.3 44.1 BlackRock Funds: UltrShtTxFrI 10.09 0.00 0.4 3.7 MktNeutI 14.45 -0.05 4.4 16.0 MidCapGthA t 32.29 -1.51 19.7 102.1 IntGvFxdInc 12.85 0.04 -3.0 16.4 MDTSmCIS 30.23 -1.24 29.2 60.2
NT MdCapVal 15.04 -0.16 18.9 43.6 LgCapDefStyle I 31.41 -0.59 18.2 63.7 CoreBd Inst 9.79 -0.06 -2.0 18.6 BNY Mellon: Calvert Investments: SelgComuInfoA 136.00 -4.23 30.3 173.1 IntlCoreEq 15.69 -0.59 9.6 35.4 TtlRtnBdI 11.27 -0.04 -0.1 21.6
NTDiscGro 18.20 -0.73 22.9 105.9 LgCapDefStyle R 31.39 -0.59 18.3 64.2 CoreBd K 9.82 -0.06 -1.9 18.7 SCMultiStrM 26.04 -1.16 10.2 62.6 Bal A 43.75 -0.75 11.6 53.8 SelMidCpValA 14.33 -0.25 25.7 61.1 IntlREst 4.97 -0.04 9.5 19.8 Federated Hermes IS:
NTDvBnd 11.23 0.00 -0.4 19.7 LgCapMomStyle I 29.40 -0.70 25.2 94.6 CreStraInc Inst 10.26 -0.02 -0.1 18.2 BNY Mellon Funds: Eq A p 82.26 -1.80 23.3 100.6 SmCapGthA t 29.79 -1.57 -0.3 119.9 IntlSustCore1 12.92 -0.53 8.4 41.9 IntEq IS p 31.78 -1.49 5.2 50.1
NTEmgMkt 13.99 -0.70 -6.5 45.1 LgCpMultiStyle R 22.24 -0.37 23.8 65.0 HiYBlk 7.78 -0.06 4.2 24.7 Aprec pn 47.88 -1.49 22.2 93.4 LCCoreReIdxA t 40.84 -1.02 21.8 90.4 SmCpIdxA pn 30.46 -1.04 23.7 50.1 IntlVal 18.78 -0.62 13.8 20.8 KaufmnIS 7.72 -0.28 4.5 72.6
NTEqGrp 13.84 -0.33 24.4 75.1 MgdFutStrI 7.67 -0.10 -2.3 -1.3 HiYInvA 7.78 -0.05 3.9 23.1 CA AMTMuBdZ nr 15.13 0.01 1.6 14.7 Carillon Eagle: StratIncA 24.68 -0.23 0.8 19.4 IntlVectorEq 13.84 -0.52 10.5 33.0 KaufmnSCI 67.12 -3.49 5.7 93.7
NTGrwth 25.77 -0.96 25.8 123.9 TMEmgMultStyle R 11.87 -0.42 -2.1 28.8 HiYldBd Inst 7.78 -0.05 4.2 24.3 Dr500In tn 65.22 -1.46 23.4 78.5 MdCpGrA p 100.41 -3.68 11.4 94.4 TaxEA 13.62 0.00 2.6 15.9 IntrLrgCpGroPor 17.04 -0.65 10.4 52.7 CorpBondFdIS 9.68 -0.08 -0.5 24.3
NTHeritage 17.66 -0.75 13.7 109.0 ArbitrageI : InflProtBdInst 12.03 -0.10 5.2 28.4 Dreyf n 17.69 -0.51 23.2 87.8 Carillon Reams: TechA p 70.24 -2.88 20.1 144.9 IntSmCo 22.17 -0.91 9.9 40.0 FdShinToRetI 10.57 -0.02 -0.4 10.7
NTHighInc 9.83 -0.14 5.2 25.8 ArbitrageI 13.24 -0.02 0.2 10.7 LDurBlk 9.63 -0.02 -0.2 8.8 DreyMid r Inv nr 40.23 -1.33 21.2 55.3 CorePlBd I 34.68 0.10 -2.1 27.0 ThermoA 19.14 -0.05 5.9 57.8 IntSmVa 20.93 -0.77 10.1 25.4 GovUltra 9.94 0.00 -0.1 3.8
NTIntlVal 10.16 -0.34 4.6 26.1 Ariel Investments: LowDurBdA 9.63 -0.02 -0.6 7.7 FloRtIncY 11.42 -0.02 4.3 11.6 UnconstrndBd I 12.80 0.00 -0.8 19.2 TotReBdA t 37.31 -0.10 -0.3 23.9 IntTermMuni 10.44 0.00 -0.5 9.3 KaufmnLCIS 40.24 -1.39 12.9 92.4
NTFocLgCapVal 13.10 -0.13 13.3 39.0 ApprecInv pn 46.53 -0.74 22.2 46.1 LowDurI Inst 9.63 -0.02 -0.3 8.5 GblRealRtY 17.47 -0.40 5.3 30.6 Carillon Scout: Columbia Class Adv: IntVaIII 16.08 -0.53 13.9 21.4 ShIntDurMuInst 10.31 0.00 0.0 5.8
SDIPB 11.40 -0.03 6.8 19.0 Ariel Inv pn 82.41 -1.88 28.5 55.5 BlackRock Funds A: GlbStkI 29.13 -1.24 12.0 65.5 MidCap I r 27.07 -0.66 14.6 64.7 ContCore p 37.27 -1.08 19.6 80.7 ITExQual 11.48 -0.01 -2.2 24.3 StraValDivIS 5.66 -0.02 15.5 20.2
Sustain Equity 48.19 -1.44 24.9 NS Aristotle Value: AdvLCGrwA 23.68 -0.80 23.5 109.4 GlFxIncI 22.52 -0.06 -1.5 16.5 CausewayInst : DivIncom 31.31 -0.44 20.6 57.4 LgCo 34.52 -0.77 23.8 81.0 StrincIS 9.23 -0.13 1.8 22.1
American Century I: Equity Fund n 20.44 -0.53 21.4 71.0 AdvLgCapCore p 24.39 -0.05 27.5 84.1 HYldI 6.02 -0.08 2.3 20.2 CausewayInst 16.81 -0.68 3.5 22.0 Columbia Class C: LgCpIntl 26.66 -0.96 8.7 35.9 UltraShortI 9.19 0.00 0.4 6.7
CaHYMu 11.21 0.01 3.8 20.5 Artisan Funds: BalCapFd 29.70 -0.09 15.1 55.6 InstS&PStkIdx I 82.80 -1.85 23.7 80.3 CIBC Atlas: Balanced 53.93 -1.03 11.1 51.8 SclCrEqInst 14.98 -0.60 9.2 34.2 ShtlncIS 8.63 0.00 0.1 8.8
DiscCoreVal 44.35 -0.61 19.9 56.9 GblOppInst 37.78 -5.51 13.8 107.5 BasicVal 19.99 0.30 27.8 50.4 Interm n 13.83 0.01 0.6 13.9 DispEq Inst 32.15 -0.80 21.7 78.3 DivInc t 29.67 -0.42 19.5 52.7 SelHdgGlFxd 9.70 -0.02 -1.0 6.9 FedMuniUl A 10.03 0.00 0.1 3.6
DivBnd 11.10 0.00 -0.5 18.8 GblOppInv n 36.92 -5.49 13.5 106.0 CAInsMuni 13.05 0.00 3.9 11.9 IntlStkI 26.03 -1.29 6.4 57.1 ClearBridge: Columbia Class I: STExQual 10.92 0.00 -0.6 7.0 Federated Hermes R:
EmgMkt 14.01 -0.68 -7.2 40.4 Intl Inv n 28.98 -8.78 3.7 37.4 CapAppr 40.26 -1.83 20.0 112.6 IntlStkY 25.72 -1.27 6.4 57.2 AggressGrowthA 185.56 -8.42 5.7 43.8 Acorn I 17.86 -0.84 12.2 67.8 STGov 10.43 0.01 -1.2 2.9 KaufmnR r 7.47 -0.28 3.7 69.9
EqInc 10.00 -0.12 12.4 33.4 IntlInst 29.14 -8.88 3.9 38.3 EqtyDivd p 22.94 0.32 26.9 55.9 MunBd nr 12.08 0.01 1.8 16.4 AggressGrowthI 216.99 -9.84 6.0 45.1 AcornIntl I 35.97 -2.10 7.7 53.2 STMuniBd 10.16 0.00 0.0 2.8 Federated Hermes R6:
FocusDynamGrowth 60.63 -2.68 11.8 147.8 IntlVal Inst 40.18 -1.31 10.9 41.6 GlblAlloc p 21.73 -0.17 6.4 46.4 NY Tax nr 15.11 0.01 1.6 14.7 AllCapValueA 15.27 -0.22 21.1 32.4 AltBeta I 28.55 -0.45 -4.0 -10.0 TAUSCoreEq2 28.88 NA NA NA FedInstHYBondL 9.77 -0.12 2.5 22.3
Growth 59.54 -2.22 25.1 119.8 IntlVal Inv n 40.08 -1.32 10.6 40.5 HlthScOp p 75.64 -1.31 5.9 51.7 ResrchGrA 22.79 -0.89 18.1 113.4 AppreciationA 34.45 -0.67 19.3 67.2 Balanced I 54.09 -1.02 12.1 56.4 TM US Sm 62.61 NA NA NA KaufmnSCL 66.61 -3.46 5.8 93.8
IntTF 11.85 0.01 2.0 16.0 MidCapInst 54.31 -11.02 13.2 133.7 LgCp Focus Gr 7.22 -0.35 17.1 115.4 ResrchGrZ n 23.47 -0.92 18.3 114.6 AppreciationI 34.27 -0.66 19.7 68.6 ConSec I 28.88 -0.72 4.4 90.1 TM USTgtVal 48.63 NA NA NA StrValL 5.66 -0.02 15.5 20.2
MdCapVal 19.90 -0.21 18.1 40.4 MidCapInv n 45.57 -10.68 12.9 132.1 MdCpGrA 41.34 -2.10 13.6 112.6 SelMgrSmCpGroY 36.43 -1.77 12.2 75.5 AppreciationIS 34.41 -0.67 19.7 69.1 ContCore I 36.50 -1.05 19.6 80.8 TMMttVa2 36.03 -0.35 22.1 44.5 TtlRtnBdL 11.27 -0.03 0.0 21.7
OneChoice2035 18.39 -0.35 9.0 44.4 MidCapVal Inv n 20.65 -3.47 21.0 42.6 MultiAstIncome 11.44 -0.04 6.1 25.6 SelMgrSmCpVaY 30.30 -1.05 20.4 57.3 DividendStrat1 n 32.31 -0.41 21.0 61.1 DivIncom I 30.75 -0.44 20.6 57.4 TMUSEq 51.36 NA NA NA Fidelity:
SDIPB 11.37 -0.04 6.3 17.4 SmCpInv n 42.63 -7.95 -7.3 90.9 NatlMuni p 11.41 0.00 1.7 14.5 SmCpStk r Inv nr 36.47 -1.24 23.8 50.3 DividendStratA 32.28 -0.40 20.6 59.7 DivOppty t 40.58 -0.29 20.0 41.4 US CoreEq1 36.23 -0.84 23.2 72.3 500IdxInstPrem n 159.72 -3.57 23.9 81.2
SmCapVal 11.65 -0.25 34.0 74.2 Ashmore Funds: NYMUNIOPP 11.52 0.00 4.6 12.0 SmMidCpGrI 37.95 -1.68 -2.5 111.3 DividendStratI 33.28 -0.42 20.9 61.1 EmgMkt r 17.54 -0.95 -6.6 61.3 US CoreEq2 33.17 -0.78 24.1 70.1 BalancedK6 14.65 -0.31 15.8 NS
Ultra 96.41 -3.61 21.5 133.6 EmgMktTRInst 6.51 NA NA NA ScTechOppA 63.48 -3.45 10.1 186.1 StratValA r 48.23 -0.72 26.8 52.5 LargeCapGrowthA 72.37 -2.52 20.3 96.9 FlexCap 15.73 -0.17 13.5 47.0 US Micro 29.72 -0.99 30.7 50.1 Contrafund K6 23.31 -0.72 23.5 103.1
American Century Ins: Ave Maria Funds: StratMuniOpp 11.92 0.00 4.9 12.2 U.S.EqY 29.11 -0.98 18.3 68.7 LargeCapGrowthI 81.83 -2.85 20.6 98.6 FocEq I p 27.74 -1.01 18.5 113.6 US Small 48.72 -1.68 27.7 53.8 EmgMktIdxInstPre n 12.19 -0.50 -4.3 32.0
About our Funds 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
The listings include the top 2500 open-end funds by assets. These funds value their portfolios daily and report net quote. n: no front- or back-end sales charge. p: fund assets are used to pay marketing and distribution costs (12b-1
asset va lues (the dollar amount of their holdings divided by the number of shares outstanding) to the National fees). r: fund levies redemption fee or back-end load. s: stock dividend or split of 25% or more. t: fund charges
Association of Securities Dealers. Total returns reflect both price changes and dividends; these figures assume that 12b-1 fees (for marketing and distribution) and a back-end load. v: capital-gains distribution may be a return of
all distributions are reinvested in the fund. Because Lipper is constantly updating its database, these returns may capital. x: ex cash dividend. All data supplied by Lipper.
differ from those previously published or calculated by others. 3 year returns are cumulative. The NAV is the last
Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
ExtMktIdxInstPre n 89.90 -3.47 14.3 76.3 Fidelity Advisor I: Idx2010InsPre 14.52 -0.13 4.3 30.4 Magin n 15.46 -0.57 24.1 96.0 HlthCareSrvPt r nr 130.04 -2.90 8.4 39.5 FrankTemp/Franklin C: CapApInst 124.07 -5.56 19.0 136.8 DisMdCpGrA 36.15 -1.50 18.8 118.0
FidAdAsset 14.81 -0.09 3.5 23.9 BalancI 28.87 -0.61 15.5 68.0 Idx2015InsPre 15.75 -0.19 5.6 35.1 MAMun n 12.55 0.01 1.1 14.8 ITSvs n 89.28 -3.75 -1.4 75.3 CA TF C t 7.72 0.01 0.9 16.4 CapApInv pn 116.60 -5.24 18.7 134.2 DivIncm p 25.82 -0.28 14.2 27.9
FidAdAsset 13.97 -0.18 6.7 37.4 BiotechI 34.55 -1.30 -4.8 50.9 Idx2020InsPre 17.38 -0.25 7.0 39.6 Manager40 n 13.97 -0.18 6.7 37.2 Leisr nr 19.37 -0.72 13.5 60.5 DynaTech C p 133.18 -6.72 16.3 138.2 IntlGr r 22.81 -1.18 2.3 71.5 DivrsDiv p 22.43 -0.34 14.0 34.2
FidAdEm 46.23 -2.16 NS NS ConsvIncmMuni I 10.04 0.00 0.0 3.3 Idx2025InsPre 19.60 -0.33 7.9 42.9 Manager60 n 16.29 -0.32 9.8 48.7 Mat nr 104.64 -2.32 25.2 59.4 Growth C t 142.82 -5.27 17.9 88.6 IntlInst r 46.61 -1.77 5.8 37.5 EqIncA 12.53 -0.15 15.3 42.0
FidAdJapan 20.95 -0.98 4.8 55.5 DivIntl 32.55 -1.43 9.9 62.4 Idx2030InsPre 20.68 -0.39 9.0 47.1 McpVl n 29.34 -0.66 28.1 43.9 MdTchDevis n 84.25 -2.00 21.4 96.4 Income C t 2.54 -0.01 13.1 29.0 LgCpValue 23.27 -0.61 21.5 72.2 EqInvA 16.92 -0.55 12.7 53.5
FidFreeBlend 12.23 -0.24 NS NS EqGrI 21.86 -0.84 21.9 123.8 Idx2035InsPre 23.06 -0.54 11.3 53.6 MegaCpStk n 18.96 -0.43 22.0 67.2 Multimedia nr 91.97 -3.38 15.4 97.9 RisDv C t 94.85 -2.62 20.6 66.8 SmCpGwth 19.03 -0.92 5.8 88.7 EqWtdA p 83.08 -1.68 23.7 64.7
FidFreeBlend 12.36 -0.27 NS NS FAEmgMktI 34.98 -1.52 -4.0 60.1 Idx2040InsPre 23.46 -0.64 13.0 58.0 MidCap n 42.73 -1.01 23.8 59.4 Pharm n 24.73 -0.46 7.9 49.4 FrankTemp/Franklin R: SmCpValInst 43.58 -1.59 10.7 44.1 FltgRate p 7.32 -0.03 5.7 11.9
FidFreeBlend 12.76 -0.35 NS NS FAIntDiscI r 57.20 -2.94 8.0 58.5 Idx2045InsPre 24.36 -0.67 13.0 57.9 MidCapEnIdx nr 20.67 -0.47 20.5 63.6 Retail nr 26.02 -0.92 20.5 112.7 FrkDynTchR6 172.18 -8.64 17.5 146.2 Harding Loevner: GblAllocA 23.42 -0.54 8.1 40.2
FidFreeBlend 13.05 -0.40 NS NS FAInvGrdI 8.39 0.00 -1.0 21.5 Idx2050InsPre 24.40 -0.66 13.0 58.0 MidCapStkK r 42.77 -1.01 23.9 59.8 Semiconductors r nr 23.84 -0.86 52.8 242.9 FrkGrthOppR6 72.20 -3.14 20.4 123.8 EmgMktsAdv n 65.12 NA NA NA GblStrIncmA p 3.51 -0.04 -5.4 7.4
FidFreeBlend 13.05 -0.41 NS NS FF2030 16.39 -0.38 9.4 49.2 Idx2055InsPre 20.07 -0.54 13.0 58.1 MIMun n 12.68 0.00 1.2 15.9 Softwr nr 31.25 -1.43 17.0 126.3 FrkGrthR6 161.58 -5.93 19.1 94.8 IntlEq 30.21 NA NA NA GlbOppA p 76.78 -4.43 -1.8 59.3
FidSAI 9.83 -0.14 NS NS FF2040 18.18 -0.59 13.2 60.3 Idx2055Investor 20.04 -0.55 12.9 57.8 MNMun n 12.03 0.01 0.4 14.5 Tech nr 30.51 -1.38 20.2 182.1 FrkIncR6 2.49 -0.01 14.1 32.5 Hartford Funds A: Glcoreeq p 16.24 -0.58 11.2 45.0
FidSAIEmerg 13.87 -0.49 2.2 NS FltRatel 9.47 -0.03 5.1 13.0 Idx2020 Premier 17.37 -0.26 7.0 NS MtgSec n 11.40 0.00 -1.0 12.3 UtilGr nr 100.75 -1.13 9.8 33.4 FrkRisDivR6 96.74 -2.66 21.7 72.3 BalIncA 16.53 -0.10 7.5 34.6 GlGr 31.24 -1.19 6.0 56.6
FidSAIIntern 14.19 -0.57 9.5 NS GrOppI 176.31 -8.17 13.6 172.1 Idx2025 Premier 19.60 -0.32 8.0 NS MuniInc n 13.64 0.01 2.5 18.3 Fidelity Series: FrkSmCpGrR6 31.57 -1.67 1.7 75.3 CapAppA p 48.03 -1.33 11.7 64.6 GlHltCr 47.84 -1.37 6.2 50.1
FidSer5 10.18 -0.07 NS NS HiIncAdvI 11.93 -0.16 9.2 35.1 Idx2030 Premier 20.68 -0.38 9.0 NS NASDAQ nr 195.57 -7.07 20.9 124.0 Canada 14.39 -0.39 24.6 56.0 FrkTotRtnR6 10.02 -0.02 -0.6 18.3 Chks&Bal p 11.23 -0.15 11.2 48.1 GrIncA 28.40 -0.48 24.1 43.3
FidSer0-5 10.14 -0.02 NS NS HthCarI r 74.61 -2.12 6.8 55.2 Idx2035 Premier 23.06 -0.54 11.3 NS NewInsights Z 45.93 -1.55 24.4 89.5 FASeriesEqGroFd 19.78 -0.76 22.6 128.7 TempGlbBndR6 8.74 -0.04 -5.7 -8.6 DiscpEqA p 49.24 -1.05 19.9 78.1 GrowAlloc p 17.62 -0.51 11.5 44.1
FIDSerEmgMkt 10.81 -0.48 -4.7 23.7 IntlGr 20.58 -1.00 10.9 67.2 Idx2040 Premier 23.46 -0.64 13.0 NS NewMill n 43.78 -0.76 19.7 48.2 HthCarZ 74.72 -2.12 6.9 55.8 FrankTemp/Mutual A&B: DivGth A p 33.98 -0.43 24.2 60.1 Hyld 3.91 -0.05 2.1 16.8
FidSerInt 9.91 0.00 NS NS IntlSmCp 33.70 -1.27 9.3 39.2 Idx2045 Premier 24.36 -0.66 13.0 NS NewMkt nr 14.15 -0.27 -3.0 14.1 IntMuni Z 10.81 0.00 0.9 14.1 Beacn A 18.05 -0.46 11.4 35.8 EqInc t 23.55 -0.19 19.5 47.3 HYMuA 10.38 0.00 5.8 21.7
FidSerToMarket 15.70 -0.40 22.1 NS LmtdTrmBdFd 11.69 0.00 -1.1 10.9 Idx2050 Premier 24.40 -0.66 13.1 NS NJMun nr 12.60 0.01 2.1 18.7 STCrFd 10.06 0.00 -0.2 9.9 Shares A 28.55 -0.63 16.0 26.6 FltRateA t 8.37 -0.03 3.6 10.2 IntlBdA p 4.98 -0.07 -12.7 4.5
FIDSerTresIndxFd 10.00 0.00 0.1 3.5 MuniIncI r 10.81 0.00 0.9 13.7 Idx 2055 Premier 20.06 -0.55 13.0 NS NYMun n 13.70 0.01 2.3 16.9 FidelityAdviAsset: FrankTemp/Temp A: GrOppty t 60.18 -2.69 8.7 113.4 IntlDivA 22.85 -1.23 2.0 46.9
FIDZroExtMktIx n 13.82 -0.49 20.0 60.6 MuniIncome 13.63 0.01 2.4 18.1 IdxIncInsPre 12.76 -0.06 2.4 23.2 OHMun n 12.46 0.01 1.3 14.9 ADVAssetMan60 16.29 -0.33 9.9 48.9 DvMk A p 23.55 -1.05 -7.3 37.2 GrowAllA p 15.47 -0.37 10.7 44.8 IntlGrow 32.90 -1.40 1.6 41.3
FIDZroLgCpIx n 16.49 -0.38 22.6 83.9 NwInsghtI 45.78 -1.54 24.3 88.8 Income n 12.17 -0.10 2.7 23.9 OTC n 20.06 -0.86 24.5 142.3 First Eagle Funds: Frgn A p 7.39 -0.29 3.5 9.7 Hlthcare 43.04 -1.14 5.1 60.0 IntlGrowA p 50.72 -2.90 7.4 61.5
Flex 500 Index 19.65 -0.43 23.9 81.3 REIncmInst 13.58 -0.05 16.1 32.2 Income K 12.15 -0.10 2.8 24.1 OTC K 20.46 -0.88 24.6 143.0 GlbA 66.92 -1.66 9.2 36.6 GlBond A p 8.78 -0.05 -6.1 -9.7 IntOppA p 20.54 -0.87 4.5 49.3 IntlSmCoA 60.78 -3.24 9.7 58.6
FlexIntIdx 13.56 -0.54 4.5 34.9 SmCapGrwI 33.35 -1.77 12.0 90.9 Fidelity Invest: OverseasK r 67.79 -3.10 14.3 60.8 Gold p 22.80 -1.10 -9.6 75.6 GlSmCo A p 11.99 -0.40 12.6 49.7 MidCap A p 36.56 -1.03 7.7 62.9 IntTMIA p 11.50 0.00 2.3 14.6
FlexMuniInc 10.55 0.01 2.0 16.5 StrInI 12.85 -0.08 3.1 22.5 AdvSrsGroOpport 18.78 -0.86 15.0 175.0 Ovrse n 67.90 -3.10 14.2 60.4 OverseasA 26.10 -0.79 2.1 26.0 Growth A p 24.15 -0.75 2.2 13.9 Muti-AstIncGw 21.55 -0.25 4.8 24.0 InvescoFd p 26.69 -1.62 -4.7 106.6
FlexUSBdIdx 10.55 0.00 -1.8 17.2 Total Bd 11.07 -0.01 -0.2 21.2 AggrInt n 30.15 -1.59 8.9 71.7 PcBas nr 44.86 -2.02 2.3 72.2 US Val A t 21.69 -0.42 15.2 38.5 World A p 14.89 -0.50 5.4 16.0 ShtDur 9.97 -0.01 0.0 9.9 InvGloblFdA 131.68 -6.76 13.9 79.6
Freedom2060K 15.43 -0.48 14.1 61.3 Fidelity Advisor M: AilSectEq 13.38 -0.39 22.3 90.2 PuritanK 27.12 -0.59 16.9 65.2 US Val I r 22.16 -0.43 15.5 39.7 FrankTemp/Temp Adv: TotRBdA p 10.88 -0.02 -1.5 19.4 LmtdTrmMunInc p 11.47 0.00 0.3 8.8
GlexUSIdxInstPre n 15.23 -0.61 4.5 34.8 Balanced p 28.58 -0.61 15.0 65.5 AMgr20% n 14.82 -0.09 3.4 23.9 Puritn n 27.14 -0.60 16.8 64.8 FMI Funds: Frng Adv 7.27 -0.29 3.7 10.5 Hartford Funds C: MnStFndA 66.25 -1.59 24.2 73.7
GrowthCompanyK6 24.24 -0.90 26.1 NS EqGr p 18.68 -0.72 21.4 120.3 AMgr50% n 22.34 -0.37 8.2 43.0 RealE n 50.58 -0.55 30.7 41.2 IntlInvst n 35.18 -1.22 8.6 23.0 GlBondAdv p 8.74 -0.05 -5.9 -9.0 Bal IncC 16.25 -0.10 6.8 31.6 MnStOpA p 28.69 -0.76 23.8 83.1
InflPrBdIndInsPr n 11.67 -0.05 5.7 28.1 EqIn p 34.16 -0.46 16.3 36.9 AMgr70% n 29.05 -0.69 11.6 53.8 RealEstInc nr 13.64 -0.05 16.1 32.1 LgCapInvst n 22.00 -0.27 12.8 45.5 Frost Family of Fund: DiscpEqC t 44.45 -0.95 19.1 74.2 MnStSmCpA p 32.48 -0.90 18.0 53.9
IntlIdxInstPrem n 48.76 -1.97 7.1 34.5 GrOppM p 158.50 -7.36 13.1 168.1 AMgr85% n 26.81 -0.77 14.1 62.8 REInc n 11.71 -0.05 13.7 30.4 FPA Funds: FrTRInst 10.33 -0.01 3.1 13.0 Hartford Funds I: ModInvA 12.98 -0.28 8.6 41.0
IntlIndex n 11.95 -0.48 5.0 36.3 NwInsghtM p 42.01 -1.42 23.7 86.0 AstMgr30R n 12.85 -0.12 5.1 31.0 SAIIntlMinVolInd 11.54 -0.28 6.8 19.1 FPACres n 39.87 -0.94 13.9 45.2 BalIncI 16.53 -0.11 7.7 35.6 MunInA 13.81 0.01 3.2 18.6
IntrTresBdIxPrem n 11.18
LgCpGwId InstPre n 29.58
0.03
-1.00
-2.9
24.6
16.9
123.6
SmllCapM p
StkSelMC
31.52
46.94
-1.29
-1.47
29.1
18.6
78.0
55.2
Balanc n
BalancedK
30.02
30.02
-0.63
-0.64
15.5
15.6
68.6
69.0
SAILTTreBdIdx
SAISm-MidCap500I
11.53
11.21
0.15
-0.32
-3.5
18.8
38.6
68.7
NwInc n
Franklin:
10.01 -0.01 1.0 8.0
G CapAppI
DivGthI
48.40
33.79
EmrgMktEqInv r 19.16
-1.33
-0.43
-0.89
12.0
24.5
-5.8
66.0
61.4
40.1
QualityIncomeA 11.41
RchHiYldMuniA 8.15
RealEst p 23.25
-0.01
0.01
-0.27
-1.6
6.2
29.4
11.9
29.4
39.2
LgCpVlIdxIstPrem n 15.88 -0.19 20.1 44.6 StrInM p 12.66 -0.08 2.8 21.5 BluCh n 188.34 -7.80 24.1 163.9 SAIUSMinVolIndFd 19.07 -0.32 15.6 55.0 FrnkGrowFdClA 18.70 -0.44 13.8 42.5 Gabelli Funds:
LTTrsBdIdxInstPr n 15.00 0.19 -3.8 37.1 Fidelity Advisor Z: BluChpGr K6 28.37 -1.18 24.5 165.9 SAIUSQtyIdx 18.19 -0.44 21.7 87.2 Franklin A1: EqIncI 23.39 -0.19 19.8 48.4 RisingDivA 27.26 -0.54 19.7 65.4
MidCpGrwthIndx n 30.33 -1.10 14.0 NS AdvIntlSmCpZ 33.69 -1.27 9.4 39.7 BluChpGrK 188.97 -7.83 24.2 164.6 SCEnhIdx n 18.20 -0.78 19.3 57.6 AZ TF A1 p 11.00 0.01 1.2 14.7 Asset pn 62.25 -1.36 15.2 46.2 FltRateI 8.34 -0.03 3.9 11.2 RochAMTFrMuni 7.90 0.00 3.6 25.9
MidCpInxInstPrem n 32.33 -0.84 20.1 68.8 AssetManager50% 22.28 -0.37 8.3 43.2 CALmtTrmTFB n 10.77 0.00 0.1 8.3 SCValueI r 21.62 -0.67 33.3 61.6 CA TF A1 p 7.74 0.01 1.4 18.3 GabelliAsstFdClI 62.20 -1.35 15.4 47.3 GrowOppI t 65.21 -2.92 8.9 115.0 RochCAMuni 9.22 0.00 3.2 21.8
MidCpValIndex n 25.84 -0.51 23.5 NS AssetMngr85 26.70 -0.76 14.2 63.1 CAMun n 13.36 0.01 1.5 16.0 SmallCap nr 22.47 -0.78 18.4 59.2 CAHY A1 p 11.42 0.01 3.4 20.2 SmCapG n 53.77 NA NA NA InterValue 15.93 -0.55 15.0 19.9 RochLmtTrNYMuni p 3.06 0.00 2.3 14.1
NewMkt I 14.15 -0.28 -3.0 NS AsstMngr70 29.04 -0.68 11.6 54.2 Canad nr 65.69 -1.79 22.5 51.8 SmCapDisc n 30.51 -0.84 30.7 63.9 CAInt A1 p 12.03 0.00 0.4 11.0 SmCpGrwI 55.97 NA NA NA IntlAlphaInv p 17.73 -0.79 7.7 60.4 RochPAMuni 11.62 0.01 4.0 23.4
OTCK6Port 20.86 -0.91 25.4 NS CorporateBond 12.45 -0.04 -1.4 26.4 CapAp n 50.79 -1.77 21.7 98.5 SmlCapO n 14.86 -0.61 20.9 68.3 Fed TF A1 p 12.27 0.00 2.1 16.7 Util A p 7.87 -0.16 11.0 21.3 IntlOpp 20.44 -0.87 4.8 50.7 RoMu A p 17.70 0.01 6.3 28.4
PuritanK6 14.51 -0.32 16.9 NS EmMkt Z 34.92 -1.52 -3.9 60.8 CapDevA p 19.40 -0.43 21.0 57.5 SmlCpGrth nr 33.25 -1.76 12.0 91.1 FedInt A1 p 12.22 0.01 0.6 11.4 GAMCO Funds: MidCap 38.31 -1.08 7.9 64.1 SenFltRtA 7.13 -0.02 8.5 3.2
RealEstIdxInst n 18.79 -0.26 29.6 32.4 FloatRateHighInc 9.48 -0.02 5.2 13.5 CapDevO n 20.31 -0.45 21.3 58.9 SmlCpGrth K6 17.72 -0.95 12.1 92.7 HiInc A1 1.86 -0.02 3.1 22.7 GwthAAA pn 103.24 -4.46 20.7 117.3 MunOpptI 9.09 0.00 1.6 16.0 ShortTerm p 8.56 -0.01 -0.1 8.7
SAIIntlMon 14.21 -0.72 8.4 NS GovtIncome 10.69 0.03 -1.7 14.4 ChinaReg n 49.00 -2.22 -12.0 71.1 SmlCpGrth Z 33.54 -1.77 12.1 91.7 HY TF A1 p 10.45 0.00 4.3 20.2 Gartmore Funds: ShtDur 9.94 -0.01 0.3 10.9 SmCpEq p 17.71 -0.70 18.3 68.8
SAIIntlSmComplet 15.08 -0.70 9.0 NS GrOpp 178.36 -8.26 13.8 173.1 CnvSc n 43.69 -1.14 10.1 95.8 SmlCpVal nr 21.62 -0.66 33.3 61.6 IncomeA1 p 2.50 -0.01 13.4 31.0 NationwideInstSv 33.71 NA NA NA StrInc 9.12 -0.07 -0.3 25.6 SmCpGr 51.81 -3.02 8.4 91.2
SAIRealEstIndxFd 13.10 -0.18 29.6 32.8 HighIncome 8.57 -0.12 1.9 NS Contra n 20.26 -0.64 23.6 104.4 Srs1000ValIndRet 15.86 -0.20 20.2 44.8 MIInsTF A1 p 11.84 0.01 0.7 15.4 Gateway: WorldBond 10.48 -0.02 -1.3 6.5 SmCpValA t 20.98 -0.66 32.5 66.4
SAIUSLgCpIndxFd 22.02 -0.50 23.9 81.1 IntCpAp 32.17 -1.69 9.1 72.1 ContraK 20.32 -0.64 23.7 104.9 SrsBlChGroRetail n 17.34 -0.73 24.7 170.8 MNInsTF A1 p 12.66 0.01 0.2 14.2 GatewayA 40.17 -0.35 9.7 26.0 Hartford Funds Y: SP IncomeA 4.09 -0.02 46.8 20.9
SeriesBondFd 10.46 0.01 -1.6 NS InvestGradeBd 8.40 0.00 -0.8 22.0 CorpBd n 12.46 -0.03 -1.4 26.2 SrsCommStrt 4.12 -0.08 28.1 26.2 MO TF A1 p 11.91 0.01 1.4 14.3 GE Elfun/S&S: DiscpEq 50.04 -1.06 20.2 79.6 Tech p 79.68 -3.96 17.4 122.5
SeriesOverseas 14.19 -0.66 14.4 NS NewMktsIncFdZ 14.15 -0.27 -2.9 NS CpInc nr 11.24 -0.16 9.3 38.7 SrsEmrgMkt 23.63 -1.08 -5.3 51.2 NY TF A1 p 11.30 0.01 1.4 15.1 Tax Ex n 11.47 0.01 1.1 15.0 DivGthY 35.00 -0.44 24.5 61.6 Invesco Funds C:
SerLTTreBdIdx 8.65 0.10 -3.9 36.8 RE Income 13.58 -0.06 16.2 32.5 DisEq n 64.67 -1.99 24.6 97.1 SrsGlobal 15.00 -0.59 4.6 35.0 OHInsTF A1 p 13.00 0.00 0.5 14.5 Trusts n 86.42 -2.55 20.8 92.4 GrwthOppY 72.11 -3.22 8.9 115.3 EqWtdC 78.67 -1.60 22.9 61.1
SmallCapValIndx n 25.95 -0.89 26.4 NS StkSelAllCap 67.79 -2.01 19.6 83.7 DivGrowK 35.88 -0.86 23.0 49.1 SrsGroCoRetail 29.12 -1.09 27.9 187.3 OR TF A1 p 11.85 0.01 1.0 14.2 GMO Trust Class III: IntOppY 21.65 -0.92 4.8 50.9 RchHiYldMunC 8.11 0.00 5.4 26.8
SmCpIdxInstPrem n 28.56 -1.23 14.6 55.2 StrgInc 12.85 -0.08 3.1 22.8 DivGth n 35.92 -0.86 22.8 48.7 SrsIntlGrw 19.91 -0.98 12.0 73.0 PA TF A1 p 10.00 0.00 1.5 12.9 EmgCntryDt r 25.22 NA NA NA MidCapY 46.61 -1.32 7.9 64.4 TEHYC 10.35 0.00 5.2 19.1
STBdIdx InstPrem n 10.16 0.00 -0.9 10.1 Fidelity Freedom: DivIntl n 52.32 -2.32 9.7 61.3 SrsIntlSmCp 23.30 -1.19 13.5 66.4 US Gov A1 p 5.86 0.00 -1.8 9.2 Quality 30.14 -0.85 19.9 76.1 Hartford HLS Fds IA: Invesco Funds Instl:
STTreIdx InstPre n 10.61 0.01 -1.0 8.9 2060 K6 15.44 -0.48 14.2 62.1 DivIntl K6 15.14 -0.67 10.2 62.6 SrsIntlVal 11.15 -0.42 10.5 30.7 Utils A1 p 21.20 -0.18 9.7 33.0 GMO Trust Class IV: Balanced 35.00 -0.47 16.0 52.3 SmCpGr 61.88 -3.60 8.8 93.2
TMktIdxInstPrem n 131.39 -3.31 22.1 80.5 FAFree2020I p 14.39 -0.27 7.3 41.1 DivIntlK r 52.26 -2.32 9.8 61.9 SrsSmCapDiscRet 14.68 -0.41 31.3 74.7 Franklin Templeton: EmgCntrDt 25.17 NA NA NA CapApp 54.77 -1.48 11.5 66.8 Invesco Funds P:
TotalMarketIndex n 16.49 -0.41 22.2 80.6 FAFree2025I 14.99 -0.31 8.2 44.7 DivStkO n 40.11 -1.25 25.3 92.5 STBF n 8.63 -0.01 -0.6 8.0 TgtGro A p 22.18 NA NA NA IntlEq 23.83 -0.86 7.1 34.9 DiscEqui 20.79 -0.44 21.3 80.6 Summit P pn 33.66 -1.55 14.3 112.8
TtlIntIdxInstPr n 14.27 -0.58 5.2 36.0 FAFree2035I 16.58 -0.46 11.7 56.1 Emerg Asia nr 62.47 -2.61 -8.5 105.2 StkSelCpK 68.11 -2.02 19.6 83.7 TgtModA p 17.67 NA NA NA Quality 30.22 -0.86 20.0 76.3 Div&Grwth 26.73 -0.34 25.1 62.3 Invesco Funds Y:
USBdIdxInstPrem n 12.02 0.01 -1.7 17.4 FAFree2045A 14.17 -0.46 13.0 59.1 EmrgMktK r 46.26 -2.17 1.2 77.4 StkSelSmCp n 37.47 -1.51 22.5 77.7 FrankTemp/Frank Adv: GMO Trust Class VI: IntlOpp 20.35 -0.88 5.0 51.3 BalancedRiskAllY n 12.30 -0.29 7.8 34.7
USSusIdx n 20.70 -0.56 27.1 87.6 FF2005 n 13.17 -0.12 3.4 26.8 EmrgMktsDebt 8.97 -0.17 -2.2 14.3 StkSlcACap n 67.88 -2.00 19.4 83.2 CA HY Adv t 11.44 0.00 3.5 20.4 EmgMkts r 35.39 NA NA NA MidCap 40.27 -1.14 8.0 64.7 DevMktY n 50.59 -2.78 -5.4 37.1
Fidelity Adv Focus A: FF2010 n 16.50 -0.20 4.8 31.8 EmrMkt nr 46.20 -2.16 1.1 76.8 StratDivInc n 18.24 -0.27 14.1 47.9 CA IntAdv 12.07 0.01 0.6 11.4 Quality 30.16 -0.85 20.1 76.7 SmallCo 24.41 -1.29 0.9 95.8 DiscovY n 152.02 -9.36 16.8 122.0
HthCarA r 67.82 -1.94 6.6 54.0 FF2015 n 13.76 -0.20 6.3 36.6 Eq Inc n 72.36 -1.23 19.2 51.4 StrDivIncI 18.18 -0.27 14.0 47.8 CA TF Adv t 7.72 0.00 1.4 18.7 Goldman Sachs A: SmCpGrwth 36.38 -1.79 3.4 68.1 EqWtdY n 84.16 -1.69 24.0 65.9
TechA t 110.18 -4.25 23.2 188.4 FF2020 n 17.64 -0.31 7.6 41.4 EqDivIncm n 29.27 -0.40 16.6 39.3 TaxFrB nr 12.17 0.01 2.3 18.7 CvtScAdv 30.43 -0.63 8.4 92.9 CapGr 35.24 NA NA NA Stock 108.88 -2.15 17.8 63.4 GlblOppY n 78.74 -4.55 -1.6 60.4
Fidelity Adv Focus C: FF2020A p 14.23 -0.26 7.0 40.1 EqDivIncmK 29.27 -0.39 16.7 39.7 TotalBond n 11.08 -0.02 -0.3 21.3 Dynat Adv 170.08 -8.54 17.4 145.5 HYMuni p 10.65 NA NA NA TotRetBd 11.25 -0.02 -1.3 20.5 GloblY n 132.63 -6.80 14.2 80.8
HthCarC p 51.93 -1.48 5.8 50.5 FF2025 n 16.16 -0.32 8.6 44.9 EqIncK 72.30 -1.24 19.3 51.8 TotalBond K6 10.31 -0.02 -0.3 21.7 Fed TF Adv 12.29 0.01 2.2 17.1 Muni 16.73 NA NA NA UltraShBd 10.01 0.00 -0.1 4.4 IncomeY n 4.33 -0.02 47.0 22.0
Fidelity Adv Focus M: FF2025A p 14.81 -0.31 8.0 43.7 Europ nr 43.52 -2.32 2.7 41.9 Trend n 179.17 -8.31 21.2 130.0 FedIntAdv 12.25 0.01 0.7 11.7 Goldman Sachs Inst: Heartland Funds: IntGrowY n 50.49 -2.88 7.7 62.7
Tech p 102.26 -3.95 23.0 186.3 FF2030 n 20.31 -0.45 9.8 49.4 Fidel n 76.58 -2.22 28.0 104.7 Utility n 27.50 -0.26 1.9 23.1 GrOpAdv p 70.96 -3.10 20.3 123.1 CoreFix 10.83 NA NA NA Val Inv n 51.65 -1.30 19.4 45.9 IntlBdY n 4.98 -0.07 -12.5 5.2
Fidelity Advisor: FF2035 n 17.79 -0.48 12.2 56.5 FltRateHi nr 9.48 -0.02 5.2 13.2 Value n 15.58 -0.29 30.1 68.0 Growth Adv t 161.64 -5.93 19.0 94.3 EmgMEq 29.35 -1.47 -2.8 58.5 Hennessy Funds: IntlSmCoY n 60.42 -3.22 9.9 59.8
MultiAstIn Retai n 14.80 -0.20 16.0 63.2 FF2035A t 16.39 -0.46 11.4 55.0 FocsdStk n 39.26 -1.29 26.2 112.5 ValueDisc n 37.52 -0.60 18.7 47.6 HY TF Adv 10.50 0.00 4.4 20.6 EnhInc 9.50 NA NA NA FocInv 79.28 -1.46 28.8 69.2 MnStFndY n 65.83 -1.58 24.4 74.9
SrsAdvIntlCapApp 32.09 -1.69 8.9 71.4 FF2040 n 12.78 -0.40 14.0 60.8 FournOne n 62.88 -1.60 14.3 58.2 ValueK 15.61 -0.28 30.2 68.5 IncomeAdv 2.48 -0.01 13.6 31.8 Gr 51.74 NA NA NA JapanInst 49.29 -1.99 -1.0 42.3 RocMuniY n 17.71 0.01 6.6 29.4
StragInc n 12.85 -0.08 3.1 22.7 FF2040A p 17.99 -0.58 13.0 59.0 GNMA n 11.61 -0.01 -0.8 10.9 Wrldw n 40.23 -1.56 17.5 88.8 RisDv Adv r 96.75 -2.65 21.6 71.9 HYMuni 10.65 NA NA NA Homestead Funds: Sel40Y n 5.95 -0.01 40.7 7.1
Tech Z 121.49 -4.68 23.7 191.8 FF2045 n 14.63 -0.46 13.9 60.8 GovtInc n 10.67 0.03 -1.8 14.1 Fidelity SAI: SmCpGrAdv p 30.89 -1.63 1.6 74.5 Int 14.66 -0.60 6.6 28.5 ShtTmBd n 5.23 0.00 -0.9 8.8 CoreBdY n 6.78 0.00 -1.2 20.4
TotBdFdClZ 11.07 -0.01 -0.1 21.7 FF2050 n 14.76 -0.45 14.0 60.8 GroCo n 41.63 -1.56 26.7 177.8 FidSAIEmgMktIndx 15.91 -0.65 -4.3 31.7 SmCpValAdv t 64.98 -2.17 21.6 48.7 Muni 16.72 NA NA NA Value n 56.67 -0.91 21.1 58.1 Ivy Funds:
Fidelity Advisor A: FrdmBlen2025 K6 12.23 -0.24 8.4 45.6 GroInc n 50.79 -0.98 21.4 56.5 FidSAIIntlIndxFd 13.98 -0.56 7.0 34.3 SmMCpGrAv t 60.46 -2.18 13.0 119.0 ShDuTF 10.77 NA NA NA Hotchkis and Wiley: AssetStrA p 26.32 -0.67 11.2 47.8
AdvMdCpIIA p 26.50 -0.86 22.0 60.0 Free2045L 14.32 -0.47 13.2 60.3 GrowCoK 41.76 -1.57 26.7 178.4 IntlValIdx 9.65 -0.31 8.9 16.7 USGovAdv p 5.88 0.00 -1.6 9.5 SmCapVa 71.80 NA NA NA HiYldI 11.35 -0.13 4.7 16.4 AssetStr I r 26.76 -0.68 11.4 48.9
AdvStrDivInA p 18.10 -0.26 13.8 46.7 Free2050I 14.33 -0.47 13.2 60.2 GrStrt nr 71.89 -2.74 20.4 99.6 LowDurationInc 10.00 0.00 0.1 NS Utils Adv 21.40 -0.18 9.8 33.6 Guggenheim Funds Tru: BalancedA p 29.59 -0.56 13.5 51.9
BalancA t
BioTech
28.18
32.13
-0.59
-1.21
15.2
-5.0
66.8
49.7
Free2055 n
Free2060InstPrem
16.98
16.98
-0.52
-0.47
14.0
13.0
60.8
57.9
GwthDiscovery n
HighInc nr
57.37
8.57
-2.20
-0.12
21.9
1.8
123.0
16.5
Muni Inc
SAIEmgMktLoVolIx
10.87
11.40
0.00
-0.27
1.9
7.8
17.3
NS
FrankTemp/Franklin A:
BAL A t 13.67 -0.08 11.5 35.3
FloRaStraFdInst 25.08
MacOppFdClInstl 27.05
NA
NA
NA
NA
NA
NA I CoreEqA t
EmgMktEqFdI 27.23
21.02 -0.62
-1.38
24.2
-4.2
85.6
59.9
DivIntlA 31.87 -1.41 9.6 61.1 Freedom2010 K 16.50 -0.19 4.9 32.0 IntBd n 11.05 0.00 -1.3 14.9 ShortTermBd 9.94 0.00 -0.5 NS BalInv p 39.78 -1.02 24.3 36.4 TotRtnBdFdClInst 28.70 NA NA NA GlGrFundClA p 61.98 -2.14 14.1 63.1
TotRtnBondFdClA 28.68 NA NA NA IFP US Equity Fund: HiIncA p 6.97 -0.08 5.2 20.1
EqGrA p/r t 19.27 -0.74 21.7 122.0 Freedom2015 K 13.74 -0.21 6.3 36.8 IntlCapiApp K6 17.37 -0.92 9.2 73.4 TotalBd 10.49 -0.02 -0.1 21.4 BioDis A p 140.85 -3.65 -17.8 30.8 GuideMark Funds: IFP US EquityFd 22.45 NA NA NA HiIncI r 6.97 -0.08 5.4 20.9
EqInA 33.17 -0.45 16.5 37.9 Freedom2015 K6 13.71 -0.20 6.4 37.3 IntlDisc n 57.35 -2.95 8.0 58.6 TxFreeBd 10.92 0.01 1.9 16.4 CoreAll A p 24.34 -0.82 14.1 58.7 LgCpCorServ pn 30.70 -0.75 22.9 79.3 INVESCO A Shares: IntlCorEqI r 20.65 -0.82 9.9 32.7
FF2030A p 16.25 -0.38 9.1 48.0 Freedom2020 K 17.63 -0.31 7.7 41.7 IntlEnhIdx n 11.00 -0.45 7.1 30.0 U.S.TreBdIdx 10.10 0.03 -2.0 15.4 CvtSc A p 30.42 -0.63 8.2 91.4 GuideStone Funds: AmValA 42.85 -0.95 22.8 38.6 LgCpGwthA p 36.36 -1.24 25.6 114.7
GrOppA 160.84 -7.46 13.4 170.0 Freedom2020K6 17.58 -0.32 7.8 42.0 IntlGrRet n 20.64 -1.00 10.9 67.3 USMomentumIdx 17.39 -0.31 22.6 91.6 DynaTech A p 163.72 -8.23 17.2 143.7 AggrAllGS4 n 14.89 NA NA NA Invesco Fds Investor: LgCpGwthl r 39.07 -1.34 26.0 116.7
HiIncAdvA 12.74 -0.17 9.0 34.0 Freedom2025 K 16.14 -0.32 8.7 45.3 IntlScOpps nr 27.80 -1.49 12.8 66.2 USValueIndex 12.27 -0.03 24.5 39.9 EqIn A p 32.49 -0.44 20.8 50.4 BalAllGS4 n 13.67 NA NA NA DivrsDiv n 22.43 -0.34 14.1 34.6 MidCapI 46.79 -2.03 15.0 119.9
IntCpApA p 29.95 -1.57 8.7 70.0 Freedom2025K6 16.12 -0.32 8.8 45.8 IntlSmCap nr 33.48 -1.26 9.3 39.2 Fidelity Selects: FlRtDA A p 7.85 -0.02 7.6 4.3 EqindxGS2 50.80 NA NA NA GlHltCr pn 47.84 -1.38 6.2 50.0 MdCpGwthA p 42.12 -1.82 14.6 117.4
LevCoStA p 56.45 -1.43 21.3 85.2 Freedom2030 K 20.30 -0.45 9.9 49.8 IntMu n 10.79 0.00 0.9 14.0 Banking nr 30.64 -0.67 37.7 41.0 FoundFAlA p 14.54 -0.24 8.7 21.8 EqIndxGS4 n 50.77 NA NA NA Tech n 79.45 -3.95 17.6 123.2 MuniHighIncA t 5.13 0.00 4.1 15.5
NwInsghtA p 44.28 -1.50 24.0 87.4 Freedom2030K6 20.27 -0.44 10.0 50.4 InvGB n 8.38 0.00 -1.0 21.5 Biotech nr 20.65 -0.74 -11.5 50.9 FrkIntlGrthA 21.36 -1.20 -0.7 68.7 GrAllGS4 n 14.69 NA NA NA Invesco Funds A: ScTechA p 100.42 -4.34 12.4 115.2
SmllCapA p 35.05 -1.43 29.4 79.3 Freedom2035 K 17.78 -0.48 12.3 56.9 InvGrBd 11.67 0.00 -0.3 22.3 Broker nr 131.59 -3.08 39.1 107.6 FSmCoSer r 24.59 -0.86 7.1 36.7 GrEqGS2 35.88 NA NA NA 500InxA p 49.29 -1.10 23.3 78.4 ScTechI r 115.04 -4.96 12.6 116.5
StkSelMC p 46.62 -1.46 18.8 56.3 Freedom2035K6 17.76 -0.49 12.4 57.6 LargeCap n 41.93 -0.93 21.7 59.2 Chem nr 18.03 -0.49 25.3 48.5 GoldPrM A p 23.61 -1.68 -6.0 125.5 GrEqGS4 n 35.39 NA NA NA ActiveAllA 16.43 -0.48 11.8 49.0 SmCapGrA t 22.00 -1.26 3.1 61.5
StrInA 12.67 -0.08 2.8 21.6 Freedom2040 K 12.78 -0.40 14.0 61.3 LCapCrEIdx n 23.76 -0.47 25.1 78.1 Comp nr 106.28 -1.50 14.6 118.0 GrOp A p 64.28 -2.81 20.0 121.5 IntEqGS2 15.90 NA NA NA AMTFrNY p 12.23 0.01 4.3 20.7 SmCapGrI r 31.73 -1.81 3.5 63.4
TotalBdA p 11.09 -0.01 -0.5 20.3 Freedom2040K6 12.75 -0.40 14.2 62.0 LCapGrEIdx n 35.10 -1.14 25.9 114.0 ConDis nr 75.99 -2.94 19.6 95.8 Growth A p 160.79 -5.91 18.7 92.8 LowDurGS2 13.52 NA NA NA BalancedRiskAllA 12.04 -0.29 7.5 33.7
Fidelity Advisor C: Freedom2045 K 14.63 -0.45 14.1 61.4 LevCoSt n 47.73 -1.17 22.1 95.0 ConStap nr 96.21 -0.65 5.5 42.3 LwDuToRt A 9.52 -0.02 0.9 8.6 CapApprA p 89.77 -3.57 22.3 114.6
BalancC
GrOppC p
27.86
132.84
-0.60 14.4 63.0
-6.18 12.6 163.9
Freedom2045K6
Freedom2050 K
14.60
14.75
-0.45
-0.46
14.2
14.0
62.1
61.3
LgCpVHIdx n
LmtTrmMuniIncm n
17.27
10.78
-0.19
0.00
22.7
0.3
47.4
9.0
CstHou nr
DfAero nr
106.01
16.60
-1.54
-0.78
49.0
1.0
154.0
14.7
RisDv A p
SmCpGr A p
96.82
27.75
-2.67
-1.47
21.4
1.4
70.6
73.2
MedDurGS2
ValEqGS2
14.96
23.18
NA
NA
NA
NA
NA
NA Chart
CmstA
21.90
30.81
-0.52
-0.36
24.0
28.4
68.1
45.1
J
NwInsghtC t 35.99 -1.22 23.1 83.1 Freedom2050K6 14.75 -0.45 14.3 62.1 LowP nr 53.36 -1.28 19.1 52.3 Energy nr 35.37 0.52 54.2 -0.4 SmCpVal A p 61.08 -2.04 21.4 47.5 CoreBdA p 6.82 0.00 -1.5 19.3 Janus Henderson:
Fidelity Advisor Fun:
BalFdZ 28.88 -0.61 15.6 68.7
Freedom2055 K
Freedom2055K6
16.98
16.98
-0.53
-0.52
14.0
14.3
61.3
62.1
LowPriStkK r
LowPriStkK6
53.30
14.96
-1.28
-0.32
19.2
19.6
52.6
52.2
Envi&AltEngy nr
FinSvc nr
38.30
13.35
-1.13
-0.28
29.6
31.4
86.6
59.8
SmMCpGrA p 52.80
StrInc A p 9.35
-1.90
-0.08
12.7
1.1
117.4
12.5
H CpBdA
DevMkt
7.76
39.94
-0.04
-1.68
-0.1
-7.0
28.9
41.6
Balanced C
Balanced S
45.84
46.41
-0.77
-0.77
13.4
14.0
51.8
54.3
InterDiscZ 57.19 -2.94 8.1 59.1 Freedom2060 n 15.43 -0.48 14.0 60.8 LtdTmBdFd n 11.68 -0.01 -1.2 11.0 Gold nr 26.14 -1.44 -11.4 67.3 TgtCon A p 15.85 NA NA NA Harbor Funds: DevMktA 51.27 -2.82 -5.6 36.0 Balanced T n 46.52 -0.78 14.2 55.5
IntlGrwZ 20.63 -1.01 11.0 67.9 FundK 76.59 -2.21 28.1 105.2 MagellanK 15.45 -0.57 24.2 96.4 Health nr 32.79 -0.94 6.9 62.9 TtlRtn A p 9.95 -0.02 -0.8 17.1 Bond 12.07 0.00 -0.6 19.0 DiscFdA p 127.87 -7.89 16.6 120.4 Contrarian T n 31.50 -0.92 17.5 97.7
Short Interest
NYSE Short Interest Fell 2% Nasdaq Shorts Fall 4.4%
S A
HORT INTEREST ON THE NEW YORK Nov. 15, from a revised 736,885,186, as of Oct. S OF NOV. 15, OVERALL NASDAQ short-interest ratio was 2.6 days, versus 3.1
Stock Exchange fell 2%, to 29. The short-interest ratio increased to 2.2 short interest fell 4.4%, to days for the previous reporting period.
13,384,422,628 shares, as of Nov. 15, days, from a revised 2.1 in the prior period. 10,791,146,039 shares, compared Short interest on the Nasdaq Capital Mar-
from a revised 13,616,491,668 on Oct. The top three shorts on the NYSE: with 11,284,426,628 on Oct. 29. The kets fell 4.9%, to 2,283,108,291 shares in 2,108
29. The short-interest ratio rose to 3.4 days, SPDR S&P 500 ETF (ticker: SPY), Finan- short-interest ratio was 1.9 days, versus 2.57 securities, versus 2,400,355,493 in 2,114 on Oct.
versus 3.7 days on Oct. 29. The ratio is calcu- cial Select Sector SPDR (ticker: XLF) and in the preceding reporting period. 29. The short-interest ratio remained the same
lated by dividing the number of shares sold iShares Russell 2000 (ticker: IWM). The top On the Nasdaq Global Markets, short in- at 1 day. The top three shorts in the period:
short by the average total traded each day. three on the NYSE MKT: Zomedica (ZOM), terest decreased 4.2%, to 8,508,037,748 shares Sundial Growers (ticker: SNDL), Sirius XM
Short interest on the NYSE American Ex- Senseonics (SENS) and Tellurian (TELL). in 2,993 securities. That’s down from (ticker: SIRI), and Apple (AAPL).
change fell 5.5%, to 696,457,370 shares, as of —MICHAEL T. KOKOSZKA 8,884,071,135 in 2,993 securities on Oct. 29. The —MICHAEL T. KOKOSZKA
Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
Enterprise Inst 96.95 -2.96 12.7 71.5 LimDurBd 10.10 NA NA NA CoEqyA 50.55 NA NA NA HYMunBd 18.49 0.00 9.5 28.3 IntlBdUSH 10.80 -0.01 -1.7 11.7 R2030A p 31.39 -0.76 11.5 51.7 SEI Portfolios: SandsCpSelGrwA 20.39 -0.95 10.9 141.8
Enterprise T n 176.06 -5.37 12.9 72.3 MtgBckd 11.34 NA NA NA GlEqA 58.87 -1.95 11.6 56.1 Nuveen Cl R: InvstGrCrBd 10.78 -0.03 -1.9 21.6 R2035 23.82 -0.65 12.8 55.9 CoreFxIn F 11.46 0.00 -1.7 19.4 SelGrwth 20.41 -0.95 10.8 141.5
Forty A p 59.24 -2.34 22.7 125.8 ShtDurBnd 11.06 NA NA NA GlTotA 19.71 -0.28 5.7 33.3 CAMunBd 11.64 0.01 1.5 17.2 LowDurA 9.82 -0.01 -0.8 6.8 R2040A p 34.32 -1.04 14.0 59.5 EMktDbt F 9.62 -0.20 -7.7 11.4 SmCoA p 6.82 -0.23 20.7 51.6
Forty S 56.21 -2.22 22.5 124.9 SmCpEqR5 80.53 NA NA NA GrowthA 182.19 -7.06 21.5 110.8 IntDMunBd 9.66 0.01 1.9 15.5 LowDurInc 8.58 -0.06 1.0 12.2 Ret2045-A p 23.92 -0.75 14.8 61.9 HiYld F 6.97 -0.08 7.9 25.0 Tr for Credit Unions:
GlbEqIncA 6.65 -0.14 6.3 22.0 SmCpVal 36.40 NA NA NA GvScA 10.09 0.01 -1.9 13.1 LmtTrmR 11.33 0.00 1.2 11.2 MuniBdA 10.49 0.00 1.9 17.5 Ret2050-A p 20.19 -0.65 14.8 61.9 IntlEmg F 13.88 -0.62 -3.7 33.0 UltShtDur TCU 9.42 0.00 0.1 4.3
GlbResch T nr 111.78 -4.08 14.7 68.7 USEqR5 24.17 NA NA NA IntlVA 55.70 NA NA NA NYMunBd 11.32 0.01 2.7 16.8 RealRtnA 12.36 -0.08 4.6 27.1 Price Funds - R Cl: IntlEq F 13.31 -0.61 5.1 35.3 Transamerica A:
GblResh Inst 69.51 -2.52 14.9 69.3 USRechEnhEq 40.65 NA NA NA IntNwDA 37.46 -1.48 2.0 33.0 Nuveen Fds: ShtTmA 9.77 -0.01 -0.3 4.1 BlChipR p 182.25 -7.66 17.7 95.7 IntMuni F 12.17 0.01 1.4 15.5 AsAlCnsrv p 12.01 -0.17 4.7 31.8
GlbSel T n 19.76 -0.70 12.8 57.7 JPMorgan R5 Class: LtdMA 6.03 0.00 -0.2 9.3 RealEst 24.10 -0.39 30.4 44.9 StksPLSTR 13.78 -0.34 22.4 78.9 ExtIndex nr 42.38 -1.62 14.2 73.6 LgCapGr F 56.11 -1.90 22.9 108.4 AsAIGrow p 16.51 -0.54 14.9 57.0
GlLifeSci T nr 72.43 -1.98 2.0 54.6 SR2020 R5 19.24 NA NA NA MCapA 31.31 -1.13 11.0 94.6 TotRetA 10.30 0.00 -1.3 17.2 GrowthR p 109.57 -5.55 21.0 104.8 LgCVal F 28.12 -0.29 22.6 35.2 AsAlMod p 13.14 -0.25 7.1 37.7
GlTech T nr
Grw&Inc T n
63.30
78.79
-3.11
-1.74
18.2
22.8
148.8
62.6
SR2030 R5
SR2040 R5
22.54
26.86
NA
NA
NA
NA
NA
NA
MCapValA
MIGA
32.05
44.08
-0.53
-1.41
25.4
19.5
55.1
94.1 O PIMCO Funds C:
IncomeFd 11.89 NA NA NA
R2020R p
R2030R p
24.21
31.00
-0.43
-0.75
8.6
11.2
41.4
50.6
MgdVol F
S&P500 F
18.03
98.51
-0.13
-2.20
14.0
23.7
30.8
80.0
AsAlModGr p 14.47 -0.37
Balanced 36.08 -0.54
10.4
13.9
46.4
55.0
MdCpVal T n 17.95 -0.41 14.0 32.1 JPMorgan Select Cls: MITA 44.47 NA NA NA PIMCO Funds I2: R2040R p 33.96 -1.02 13.7 58.4 ShtGov F 10.41 0.00 -0.8 6.7 FocusA 60.50 -3.40 14.6 185.2
Resh T n 76.07 -3.16 18.5 101.8 SmCpGrL 29.57 NA NA NA MuHiA 8.66 0.00 4.8 20.2 Oak Associates Funds: All Asset 13.05 NA NA NA Ret2025-R p 20.87 -0.43 9.8 46.0 TaxMgdLC F 37.08 -0.74 23.3 66.1 Trust for Professional Ma:
Venture T n 109.13 -4.31 7.9 69.0 MuInA 9.18 0.01 2.7 17.0 RedOakTec n 44.79 -1.42 19.2 92.5 CommdtyRR 6.34 -0.18 33.3 42.2 Ret2035-R 23.45 -0.64 12.6 54.8 TaxMgdSmMdCp F 28.93 -0.95 19.9 45.9 PerfTrstMuniInst 25.81 0.04 1.7 19.5
Oakmark Funds Invest:
Jensen I :
Jensen I 67.49 -1.66 22.7 78.2 L MuLtdA
NewDA
8.36
38.44
0.00
NA
0.6
NA
10.4
NA EqtyInc nr
GlbSel nr
36.44
24.16
-0.64
-0.92
19.0
15.2
45.8
54.7
ComPLUSStrtgyFd 7.93
EmgMkBd 10.11
NA
-0.20
NA
-3.7
NA
19.9
Ret2050-R
PRIMECAP Odyssey Fds:
19.93 -0.64 14.6 60.7 Selected Funds:
AmShD n 44.75 -1.08 17.4 58.4
PrfTrtStrtBd Ins 22.88 0.03
Tweedy Browne Fds:
1.8 16.7
JensenQualGrJ n: ReInA 24.50 NA NA NA HiYldMuniBd 9.91 0.00 5.2 24.5 AggGrowth nr 59.10 -1.71 10.1 62.5 AmShS pn 44.59 -1.08 17.0 56.9 GblValue n 30.35 -0.98 10.6 21.1
JensenQualGrJ n 67.49 -1.67 22.4 76.9 Laudus Funds: ResBdA 11.27 -0.02 -1.2 19.8 Global n 36.66 -1.65 14.7 48.2 Income 11.89 NA NA NA Growth nr 49.74 -1.58 17.3 57.3 Sequoia:
USLgCpGr nr 34.96 -1.59 19.7 110.4 IntlSmCp nr 19.26 -0.84 14.0 44.4
John Hancock:
500Index1 50.50 -1.12 23.5 79.7 Lazard Instl:
EmgMktEq 17.86 -0.67 0.8 16.7
RschA
TechA
61.62
75.93
-1.60
NA
20.5
NA
75.2
NA Oakmark n
OakmrkInt n
118.38
27.33
-2.12
-1.54
31.4
4.8
72.2
27.6
IntlBdUSH
InvstGrCrBd
10.80
10.78
-0.01
-0.03
-1.4
-1.6
12.7
22.7
Stock nr
Principal Investors:
42.66 -1.00 21.4 57.0 SequoiaFd n
Sit Funds:
183.01 -26.99 24.1 90.7
U
BondI 16.25 -0.04 -0.6 21.2 TotRA 22.55 -0.22 11.6 41.9 LowDurInc 8.58 -0.06 1.3 13.2 CapApprA p 68.36 -1.38 23.4 81.4 MinnTxF n 10.74 0.00 2.2 14.2
BondR6 16.28 -0.04 -0.5 21.6 GlbLstInfr 16.24 -0.15 13.0 28.0 UtilA 24.29 -0.17 7.7 40.2 Select n 63.33 -1.02 31.7 68.5 LwDur 9.82 -0.01 -0.7 7.5 ConBalA p 13.81 -0.22 7.4 32.8 SmeadFds: Ultimus:
CapApprNAV 24.66 -1.11 19.4 140.3 IntlEq 20.55 -0.80 3.3 30.0 ValueA 53.30 -0.79 20.0 48.2 Oberweis Funds: MuniBd 10.49 0.00 2.1 18.3 EqIncIA p 41.33 -0.61 17.5 49.6 SmeadValueInstl 71.45 -1.21 41.5 69.9 LyricalUSVlEqI 22.16 -0.41 25.2 49.8
ClassicVal I 39.24 -0.46 24.8 37.8 IntStrtEq r 17.35 -0.80 3.2 32.7 MFS Funds Class C: IntlOppInst 17.19 -0.97 1.4 90.8 RealRtn 12.36 -0.08 4.9 28.2 FlIncA p 13.45 -0.14 5.2 25.5 SoundShoreInv n: UM Funds:
DispVal I 25.74 -0.33 24.1 42.2 USEQ Concen Inst 21.62 -0.50 21.1 63.9 GrowthC 138.89 -5.40 20.7 106.1 Old Westbury Fds: ShtTm 9.77 -0.01 -0.1 4.6 HiYld IN 9.22 -0.14 3.0 18.6 SoundShoreInv n 50.81 -0.69 20.5 46.3 BehavVal 87.58 NA NA NA
DispValMdCpR6 28.33 -0.65 21.5 52.2 Legg Mason I: MFS Funds Class I: AlCpCore n 27.51 NA NA NA TotRt 10.30 0.00 -1.1 18.0 InfPro IN 9.93 -0.05 5.0 26.4 Sprott Funds Trust: USAA Group:
DispValR6 25.81 -0.33 24.2 42.6 IntlGrTrI 68.21 -3.33 0.4 56.1 BondI 15.09 -0.08 -1.9 26.6 FixInc pn 11.19 NA NA NA PIMCO Funds Instl: LgCpStA p 26.63 -0.60 23.4 78.8 GoldEq Inv p/r tn 48.40 -3.03 -11.7 71.4 500Indx Reward n 62.90 -1.41 23.5 84.9
IntlGrwI 39.08 -1.91 6.3 57.4 OpporTrI 44.77 -1.92 2.4 59.6 GrowthI 196.26 -7.60 21.8 112.4 LrgCpStr n 20.28 NA NA NA ComPLUSStrtgyFd 8.02 NA NA NA LgIndxI 26.67 -0.59 23.7 80.3 SSgA Funds: CA Bd n 11.58 0.00 1.9 16.1
MdCpIdxI 24.31 -0.80 21.3 55.6 Longleaf Partners: IntNwDI 38.76 -1.53 2.2 34.0 MuniBd pn 12.35 NA NA NA DynamicBd 10.63 -0.02 0.2 10.8 LgIndxJ tn 26.33 -0.59 23.5 79.2 SP500 n 298.13 NA NA NA CapGr n 13.86 -0.34 17.6 45.7
Science&TechI 37.68 -1.85 11.8 133.6 Intl n 16.86 -0.64 -3.0 13.0 MCapI 33.53 -1.20 11.3 96.0 OWstbryNYMuBndFdn 10.45 NA NA NS GNMAGvtSec 11.20 -0.02 -0.6 14.3 LT2020 In 15.53 -0.26 7.3 39.1 State Street Institu: CrnrsMod n 17.08 -0.24 7.1 31.0
TotalStkMktIdxI 30.14 -0.77 21.5 78.8 Partners n 26.39 -0.58 21.4 35.3 MCapValI 32.97 -0.55 25.7 56.2 Sm&MdCapStrategi n 19.53 NA NA NA IncomeFd 11.89 NA NA NA LT2020J tn 15.41 -0.27 7.1 38.4 SmCapEq (ICL) 23.04 -0.86 18.7 55.6 CrnstModAggr n 29.89 -0.50 8.7 33.7
VolGrw1 13.26 -0.31 10.4 25.4 Sm-Cap n 26.24 -0.62 10.0 24.1 MIGI 45.74 -1.46 19.8 95.5 Optimum Funds Inst: InflRespMulAsset 9.17 -0.18 10.9 33.0 LT2030In 17.22 -0.38 10.2 48.5 US Eq (ICL) 18.25 -0.49 22.2 87.3 ExtMktIn n 29.62 -1.04 16.6 78.4
John Hancock Class 1: Loomis Sayles Fds: MITI 42.98 NA NA NA Fixed Inc 9.81 -0.02 -1.9 18.1 Pioneer Funds A: LT2030J tn 17.14 -0.38 10.1 47.9 State Street V.I.S.: Gr&Inc n 27.71 -0.60 19.2 57.0
BlueChipGrw 65.80 -2.71 17.5 96.3 LSBondI 13.55 -0.11 2.2 15.0 ResBdI 11.27 -0.02 -1.0 20.3 Intl Eqty 15.27 -0.74 4.2 32.8 AMTFreeMuniA p p 15.58 0.00 0.9 20.3 LT2040I 18.93 -0.54 12.3 55.0 TR V.I.S. Cl 1 18.53 -0.41 11.4 32.8 Gr&TxStr n 26.35 -0.26 12.6 44.6
CapAppr 24.53 -1.10 19.4 140.0 LSBondR pn 13.47 -0.11 1.9 14.1 RschI 63.54 -1.65 20.8 76.5 LgCpGrwth 29.10 -1.18 17.7 97.2 BondA 10.08 0.00 0.5 20.1 LT2040J tn 18.71 -0.53 12.1 54.2 TR V.I.S. Cl 3 18.42 -0.41 11.2 31.8 Grwth n 40.02 -1.61 17.0 94.0
LSAggr 18.34 -0.56 14.1 60.7 LSCorBndA p 13.45 -0.06 -2.2 19.0 TotRI 22.55 -0.22 11.9 43.0 LgCpVal 21.80 -0.30 21.9 47.8 CoreEqA 27.13 -0.57 20.3 76.6 LT2050I 19.58 -0.62 13.6 58.7 Sterling Capital Fds: HiIncm n 7.69 -0.13 3.2 18.1
LSBalncd 16.65 -0.32 9.7 45.3 LSStrIncA p 14.07 -0.14 2.4 13.3 ValueI 53.64 -0.79 20.2 49.3 SmCpGrwth 21.69 -0.90 11.7 103.7 DiscGrA 22.34 -0.67 20.6 106.4 MdGrIII Inst 17.74 -0.68 15.6 99.0 TotRetBdI 11.00 -0.01 -1.1 20.0 Inco n 13.58 -0.02 0.5 22.0
LSConserv 13.72 -0.14 2.4 25.2 SmCpGI 38.14 -1.91 9.0 68.4 Miller Convertible B: SmCpVal 16.77 -0.40 24.2 41.0 EqIncA 42.60 -0.55 20.0 39.3 MidCpBldA 41.91 -1.68 19.4 86.9 Sunbridge: IncStk n 20.72 -0.20 20.5 40.8
LSGwth 17.73 -0.45 12.1 53.6 Lord Abbett A: MillerConvBndFd 14.70 NA NA NA Osterweis Strat Income: HighIncMuniA 7.51 0.00 5.6 18.1 PreSecI 10.29 -0.12 2.2 23.3 EmgMkt Inst 57.19 -2.17 -5.4 41.5 Intl n 28.94 -1.17 10.5 34.1
LSModer 14.77 -0.21 6.3 35.2 Affiltd p 17.90 -0.67 21.7 39.3 Mondrian: OsterweisStrInc n 11.48 -0.08 4.3 18.4 MdCapVa 29.00 -0.57 23.8 44.2 PtrLGI In 24.65 -1.13 20.7 112.4 IntmTerm n 13.85 0.00 1.9 15.6
RetCho2015
RetCho2025
11.94
13.17
-0.08
-0.12
1.9
3.9
20.3
30.2
BdDeb p
CalibrDivGr
CoreFxdInc p 11.11
8.40
21.39
-0.10
-0.46
0.00
2.9
20.4
-0.9
23.9
66.9
17.4
IntlValEq n
Morgan Stanley Fds A:
14.59 -0.50 7.5 15.8
PQ
PioFdA
SelMCGrA
42.72
59.33
-1.26
-2.19
23.8
9.1
91.6
88.0
PtrLV In
RealEstSecI
20.64
33.50
-0.32
-0.50
19.4
30.0
45.3
55.2 T LgTerm n
Nasdaq100 n
ntTerBd n
13.89
44.33
10.90
0.03
-1.52
0.00
3.2
24.7
0.9
18.2
143.5
23.5
RetCho2030 14.69 -0.20 6.8 39.1 InsightA p 88.69 -5.21 9.8 204.4 StratIncA p p 11.27 -0.05 1.6 21.1 SAMBalA p 18.74 -0.38 10.8 42.4 TCU ShtDur :
RetCho2035 15.79 -0.27 9.7 46.3 DevGt p 26.93 -5.13 -1.2 108.1 Morgan Stanley Fds I: Pioneer Funds Y: SAMGrA p 21.94 -0.54 14.2 52.1 S&PIdx n 62.86 -1.40 23.4 84.4
FloatRt p 8.39 -0.03 4.6 7.3 PACE Funds Cl P: TCU ShtDur 9.76 0.00 -1.1 8.1 SciTech n 35.10 -1.73 -1.5 109.0
RetCho2040R4 16.34 -0.32 11.4 50.2 FxInOpp I 5.73 -0.03 -0.5 14.9 IntlEqty P 18.66 -0.73 9.0 38.1 AMTFreeMuniY 15.52 0.00 1.1 21.0 SmCpBldIN 32.72 -1.33 20.7 67.3 TCW Funds:
RetCho2045 16.76 -0.37 12.2 52.4 FundlEq p 13.26 -1.90 23.7 46.1 Insight I 101.12 -5.93 10.0 207.0 BondY 9.98 -0.01 0.8 21.3 StrGrw A p 24.23 -0.71 16.3 61.5 ShtT n 10.63 0.00 1.1 6.8
GrOppty p 31.53 -1.22 8.2 95.9 LgGrEqty P 32.23 -1.09 19.3 106.3 CoreFxInc n 11.57 0.01 -1.1 19.3 ShtTBdA n 9.27 -0.01 1.0 11.4
RetCho2050R4 15.02 -0.34 12.5 53.2 Morgan Stanley Inst: LgVEqty P 25.42 -0.40 21.0 33.9 PionFdY 43.48 -1.28 24.1 93.3 ProFunds Inv Class: EmMktInc n 7.63 -0.20 -6.8 15.3
RetLiv2025 12.04 -0.21 9.5 46.5 HiYldA t 7.43 -0.11 4.5 22.3 CapGrI 106.11 -6.07 16.0 198.3 SelMCGrY 66.34 -2.44 9.3 89.4 UltNASDAQ-100 n 104.30 -7.34 48.5 343.4 SmCpStk n 21.56 -0.90 17.0 65.6
HYMuniBd p 12.96 0.01 5.8 23.3 StraFxd P 14.05 -0.02 -0.9 20.9 SelEqtyI n 44.79 -1.65 26.5 130.9 TarRet2030 n 14.29 -0.24 9.7 35.8
RetLiv2030 12.70 -0.27 10.7 51.7 CapGrP p 98.73 -5.65 15.7 196.1 Pacific Life Funds: StratIncY p p 11.27 -0.04 2.0 22.3 Putnam Funds: TotRetBondI n 10.16 0.02 -0.8 17.9
RetLiv2035 13.44 -0.33 12.0 55.9 IncomeA p 2.98 -0.01 1.1 23.7 Price Funds: GrOpp R6 67.25 -2.45 21.0 121.4 TarRet2040 n 14.65 -0.32 12.5 40.7
IntrTxFr 11.34 0.01 1.8 15.7 CorPlusFxdIncI 11.46 -0.02 -0.6 20.3 PortOptModAggClA p 17.10 NA NA NA TCW Funds N: TarRet2050 n 15.22 -0.37 14.0 44.5
RetLiv2040 13.82 -0.37 12.9 59.6 Discovery I 44.76 -2.48 3.5 231.5 PortOptModClA r 15.56 NA NA NA 2050RetFd n 20.46 -0.66 15.1 63.1 Putnam Funds Class A: TotRetBdN pn 10.48 0.03 -0.9 17.1
RetLiv2045 13.65 -0.41 13.3 60.9 MidCapStk 35.97 -0.75 23.9 42.2 Balnanced n 29.99 -0.60 11.1 49.4 CATx p 8.29 0.01 1.5 17.4 TarRetIncm n 12.14 -0.11 5.1 26.6
MultiAstBalOppty 14.20 -0.34 9.1 49.3 DiscoveryA p p 34.21 -1.90 3.3 228.9 Palmer Square: The Bruce Fund: VA Bd n 11.65 0.00 1.7 14.3
John Hancock Funds A: GloFranI t 35.69 -0.86 14.4 60.3 Income Plus 10.05 NA NA NA BdEnhIdx nr 11.40 0.01 -1.2 18.2 ConvSec 33.74 -0.87 4.8 84.3 BruceFund n 702.35 -5.63 12.4 48.4
BalA 27.06 -0.29 11.9 51.8 MultiAstInc 17.56 -0.33 6.4 35.5 BlChip n 195.83 -8.21 18.3 98.8 DvrIn p 6.18 -0.04 -6.6 2.5 ValueFd n 18.84 -0.26 20.2 36.2
ShDurTxFr 15.82 0.01 0.3 7.1 InceptionP A p 19.80 -1.23 6.0 240.9 Parnassus Fds: Third Avenue: WldGr n 31.91 -1.10 13.7 64.0
BondA p 16.25 -0.04 -0.9 20.1 InceptionPort I 27.08 -1.68 6.3 244.1 ParnEqFd n 61.53 -1.24 23.0 83.9 CA Bond n 11.94 0.01 2.5 16.4 DynAABalA 18.57 NA NA NA ValueInst 50.89 -1.15 18.4 31.8
DispVal 26.64 -0.33 23.8 41.2 ShtDurIncmA p 4.16 -0.01 0.9 9.9 Communica&Tech n 203.23 -8.34 12.6 123.6 DynAAGthA 21.95 NA NA NA
IntlEqI 16.29 -0.70 0.6 27.8 Parnsus n 65.15 -2.62 9.1 66.5
DispValMdCp 27.03
FunLgCpCorA p 76.40
-0.62
-1.08
21.2
27.8
50.6
93.4
TaxFr p
TotRet p
12.11
10.52
0.01
-0.01
3.1
-0.2
19.8
17.7 MorganStanleyPathway:
CoreFxIcm n 8.28 0.00 -1.8 19.6
Pax World Fds:
SustAll Inv n 29.43 -0.53 12.5 53.3
DivGro n
DvsfMCGr n
71.21
52.46
-1.37
-1.80
19.4
13.9
68.5
93.7
PutLargCap p 32.14
PutFocIntEq p 20.48
-0.44
-0.73
23.1
7.5
57.5
40.7
Thompson IM Fds,Inc:
Bond n
Thornburg Fds:
11.04 0.00 5.9 9.6 V
InvGrBdA 10.85 0.00 -1.3 17.9 ValOpps p 20.89 -3.50 23.5 59.0 EmgMktB n 10.76 -0.23 -3.3 14.4 GeorgePutBal 25.53 NA NA NA
Lord Abbett C: LgCapEq n 27.82 -0.69 20.5 73.1 Paydenfunds: IncBuildA t 23.56 -0.39 15.0 30.0 VALIC:
IntlGrw 38.88 -1.91 6.1 56.1 Sm-MdCapEq nr 24.13 -0.77 14.6 61.5 HiInc n 6.79 -0.08 4.5 28.7 EmMktS n 48.74 -2.32 -11.0 29.2 GlbHlthCare p 67.52 -0.69 13.4 63.0 IncBuildC p 23.52 -0.39 14.1 27.0 CoreVal 13.19 -0.18 17.4 34.9
LifeAggr 18.39 -0.56 13.8 59.1 BdDeb 8.42 -0.10 2.3 21.5 EqInc n 37.16 -0.59 20.5 42.5 GrOpp p 63.11 -2.30 20.6 119.1
ShtDurIncmC t 4.19 0.00 0.3 8.1 Munder Funds: LowDur n 10.10 -0.01 0.0 8.2 IntVal I 26.70 -1.19 4.7 56.7 FrgnVal 10.45 -0.51 3.1 18.5
LifeBal 16.77 -0.33 9.2 43.8 MndrIntlSmCpInv r 17.67 -0.76 8.3 50.3 LtdMat n 9.50 -0.01 0.2 5.4 EqIndex n 121.57 -2.72 23.7 80.3 HiYld A p 5.86 -0.09 2.9 21.2 IntValA p 25.56 -1.14 4.4 55.2 GlobEq 9.59 -0.43 -2.5 32.5
LifeConsv 13.75 -0.14 2.1 23.9 Lord Abbett F: Europe n 27.18 -1.22 10.8 50.8 Incm p 6.84 -0.02 -3.7 16.2
BdDeb 8.39 -0.10 3.1 24.2 Munder Funds Cl Y: Pear Tree: LtdTIn 13.74 -0.01 -1.1 13.1 SysCore 28.81 -0.66 22.3 84.9
LifeGrw 17.77 -0.46 11.7 51.9 MndrSCVClY p 46.51 -1.66 30.2 42.3 ForeignVal I r 23.24 -0.83 4.1 21.5 FinSvcs n 36.33 -0.66 35.1 68.0 IntlEq p 27.74 -1.22 4.1 36.7 LtdTIncI 13.75 0.00 -0.7 14.0 InflPro 12.50 -0.06 4.7 24.3
LifeMod 14.86 -0.21 6.0 33.8 DevGt p 29.12 -5.26 -1.0 109.0 GlbGr n 48.11 -1.96 13.2 104.3 NYTx p 8.88 0.01 2.0 15.7
FloatRt p 8.38 -0.03 4.7 7.6 Mutual Series: PearValR6 11.92 -0.43 4.2 21.9 LtdTMu I 14.46 0.00 -0.1 8.3 IntlEq 8.13 -0.34 6.7 32.0
StrIncA p 6.52 -0.06 -1.5 16.3 BeacnZ n 18.29 -0.46 11.7 36.9 PearValSCapInst 16.56 -0.53 11.2 36.3 GlbStk n 72.23 -3.25 9.8 115.1 ShtDurBd 10.16 -0.01 0.3 8.7 LtdTMuA 14.46 0.00 -0.3 7.6 IntlGro 19.47 -1.32 13.2 91.2
USGlobLdrs 73.38 -2.57 16.8 103.1 HiYld p 7.43 -0.11 4.7 22.8 GlbTech n 33.11 -2.12 21.2 178.2 SmCapGr p 78.34 -4.08 14.1 114.8
HYMuniBd 12.97 0.01 5.9 23.7 GlbDiscA 32.07 -0.82 15.0 27.1 Perm Port Funds: Thrivent Funds A: LgCpGro 22.84 -0.74 19.4 93.8
John Hancock Instl: GlbDiscz n 32.90 -0.83 15.3 28.1 Permanent n 50.14 -0.88 9.2 50.0 GMS-fd n 11.63 -0.10 -0.2 20.9 StDurInc 10.07 0.00 0.1 4.3 DivrIncPlus 7.97 -0.08 5.0 23.8 MdCpStGr 24.87 -0.98 15.9 100.1
BalancedI 27.04 -0.29 12.2 53.2 Income 2.98 -0.01 1.2 24.0 GNMA n 9.22 -0.01 -2.0 9.2 SustainLdrsFd p 137.03 -4.07 21.8 102.8
IntrTxFr 11.33 0.00 1.8 15.9 QuestA t 14.12 -0.22 7.9 11.0 PGIM Funds Cl A: LgCpStk 31.93 -1.01 17.1 55.9 MidCpIdx 31.92 -1.04 21.4 55.9
DispValMCI 28.31 -0.66 21.4 51.6 QuestZ n 14.38 -0.23 8.1 11.8 2020FcA 21.02 -0.83 20.0 90.8 Growth n 117.84 -5.95 21.6 108.1 TFHY 13.21 0.01 4.6 20.9 MidCapStk 35.48 -0.97 24.1 70.7 SciTech 42.69 -1.98 13.9 140.2
FunLgCpCorI 80.42 -1.12 28.1 94.8 NatlTxF p 12.10 0.01 3.1 20.1 HelSci n 109.98 -1.68 11.3 72.5 TxEx p 8.85 0.01 1.9 16.8
ShtDurIncm 4.16 -0.01 1.0 10.3 SharesZ n 28.95 -0.64 16.2 27.5 Balanced 19.42 NA NA NA MuniBd 11.57 0.00 1.6 15.6 SmCpIdx 23.32 -1.01 14.3 53.4
IncomeI 6.50 -0.07 -1.4 17.2 HighYield 5.49 NA NA NA HiYield n 6.55 -0.08 3.1 22.0 MtgSec p 11.55 -0.07 -3.6 9.1 SmCapStk p 27.64 -0.92 22.2 70.9 StckIdx 57.85 -1.30 23.6 79.6
ShtDurTxF p 15.82 0.00 0.4 7.4
StratIncmOppI 11.03
USGlbLdrsGrwI 81.30
JPMorgan A Class:
-0.12
-2.85
-0.4
17.1
18.5
104.6 TotRet
Lord Abbett I:
10.52 -0.01 -0.1 18.1 N JennBlend
JennGrowth
29.02
70.19
-1.06
-3.17
20.4
19.1
82.4
137.9
InstEmMEq
InstFLRfd r
InstHiYld
44.27
9.74
8.69
-2.11
-0.03
-0.10
-11.2
4.1
3.2
29.4
13.2
22.4
Putnam Funds Class Y:
GrOpp Y
Incm
66.67
6.98
-2.43
-0.02
20.9
-3.5
120.7
17.1
Thrivent Funds S:
LgCpVal n 29.49 -0.45 27.1 52.5
ValUltra
Value Line Funds:
25.38 -1.13 20.3 114.2
BdDebentr 8.36 -0.09 3.2 24.7 JennHealthSci 51.79 NA NA NA MidCapStk n 40.98 -1.12 24.4 72.0 AstAlcClInv n 48.13 -0.91 9.2 52.9
CoreBond 11.89 NA NA NA Nationwide Fds R6: JennMidCapGrowth 23.38 -0.95 10.6 100.2 LgCapGow I 74.72 -3.56 22.1 110.8 PutLargCap 32.16 -0.44 23.4 58.8 OppIncmPl n 10.04 -0.08 0.7 12.9 CapAppreClInv n 13.75 -0.38 6.6 70.7
CorePlusBd p 8.46 NA NA NA DevlpGro 35.33 -5.65 -0.9 109.6 IntIdxR6 9.22 NA NA NA InstLCCoreGr 77.23 -3.24 18.5 99.4 ShtDurBd 10.18 0.00 0.6 9.6
FloatRt 8.39 -0.04 4.8 7.8 JennSmallCompany p 29.29 -1.03 25.9 86.3 TIAA-CREF/Instl Cl: Van Eck Funds:
EmMktEq t 39.93 NA NA NA Nationwide Fds Serv: JennUtility 17.28 -0.12 9.2 41.1 LgCpVal 28.64 -0.47 21.3 46.2 StDurInc 10.08 0.00 0.1 4.6 CoreBond Inst 10.69 -0.02 -1.2 18.6 EmgMktsY 19.77 NA NA NA
EqInc p 23.51 NA NA NA HiYld 7.47 -0.11 4.8 23.2 IDAggr p 11.20 NA NA NA InstSmCap 35.65 -1.38 16.4 78.4
ShtDurInc p 4.16 0.00 1.1 10.6 NationalMuni 15.15 0.00 0.8 14.1 CorePlsBd 10.85 -0.04 -0.6 19.3 VANGUARD ADMIRAL:
EqIndx p
GroInc p
71.49
68.11
NA
NA
NA
NA
NA
NA LSVValEq :
LSVValEq 31.83 -0.33 24.3 39.1
IDModAggr p 11.23
Natixis Funds:
NA NA NA ShrtTermCorpBond
TotalReturnBond p
11.15
14.45
-0.01
NA
-0.7
NA
11.9
NA
IntDis n
IntEqIdx nr
95.88
16.23
-4.11
-0.62
5.6
6.8
75.2
34.4 R TIAA-CREF/Retail Cl:
EqIdx n 34.46 -0.86 21.6 78.9
400MCpIdxInst 374.52
500Adml n 424.99
-12.27
-9.48
21.7
23.9
57.3
81.1
GwthAdv p 37.32 NA NA NA InvGradeBdA p 11.38 -0.06 -0.4 21.3 PGIM Funds Cl C: IntlStk n 21.11 -0.85 0.3 40.8 Gro&Inc n 28.52 -0.81 21.7 77.1 BalAdml n 49.06 -0.73 12.3 54.3
Inv Bal p 17.51 NA NA NA InvGradeBdY 11.39 -0.06 -0.2 22.2 IP Bond n 13.83 -0.05 5.5 28.6 RBB Fund:
TotalReturnBond 14.44 NA NA NA CAITAdml n 12.20 0.00 0.6 14.2
InvCon p
InvG&I p
14.05
20.79
NA
NA
NA
NA
NA
NA
M LSGrowthY
USEqOppsA
26.96
45.86
-1.11
-1.45
16.5
21.8
92.1
81.3
PGIM Funds Cl Z:
GlobalRealEstate 27.34 -0.58 21.8 39.2
Japan n
MCapVal n
18.32
35.49
-0.84
-0.77
-9.0
19.9
44.0
43.8
BPSmVal2Inst 32.11
RBC Funds:
-0.79 23.5 44.4 LrgCpGro n
MgdAlloc n
SocChEq n
26.10
14.65
26.47
-1.07
-0.31
-0.68
15.1
7.8
22.0
106.1
44.6
80.0
CALTAdml n 12.74
CapOpAdml nr 214.08
0.01
-5.60
1.6
20.6
18.6
75.3
InvGrwt p 26.39 NA NA NA Neuberger Berman Fds: MCEqGr 82.36 -2.48 13.6 74.2 AccCpCommInvI 8.83 NA NA NA
MainStay Fds A: HighYield 5.50 NA NA NA RiverNorth Funds: TIAA/CREF Funds: CoDilxAd n 177.39 -6.63 25.4 122.8
LgCpGwth p 71.13 NA NA NA ConvtA 25.44 NA NA NA EmgMktInst 22.04 -0.97 -5.0 27.3 JennGrowth 77.81 -3.51 19.4 140.1 MD Bond n 11.17 0.01 2.8 15.8 BdIdxInst 11.21 0.00 -1.6 17.0 CoStIxAd nr 92.32 -0.36 9.4 42.9
MdCpGrw p 48.40 NA NA NA EqIncInst 15.17 -0.19 16.2 37.7 MidCap n 128.00 -3.78 13.2 72.4 RNDLIncomeI 10.47 NA NA NA
HiYldBdA 5.59 NA NA NA JennHealthSci 60.03 NA NA NA Royce Funds: EqIdxInst 33.89 -0.84 22.0 80.4 DivAppIdxAdm n 44.53 -0.81 17.6 65.4
MdCpVal p 46.35 NA NA NA IncBldr 21.72 NA NA NA GenesInst 80.68 -3.20 14.7 69.2 JennMidCapGrowth 29.45 -1.19 11.0 102.3 N Asia n 24.03 -1.13 -4.3 54.3 Oppty I nr 20.54 -0.75 29.7 83.8 EqIdxRet 34.35 -0.86 21.6 79.0 EMAdmr n 40.83 -1.58 -0.5 36.7
ShrtDurBd p 11.04 NA NA NA LgCpGrA p 15.13 NA NA NA HiIncBdInst 8.56 -0.11 2.2 21.2 TotalReturnBond 14.40 NA NA NA N Inc n 9.75 0.01 -0.4 17.1 PAMut I nr 12.18 -0.43 18.9 55.0 Gr&IncInst 20.03 -0.57 22.0 78.7 EnergyAd nr 38.97 0.52 55.1 -0.2
Sm Cap p 67.76 NA NA NA TxFrBdA 10.66 NA NA NA IntrinsicValInst 23.96 -0.66 22.8 71.9 PIMCO Fds Admin: NAmer n 80.82 -2.99 18.3 121.0 PremierI nr 15.26 -0.60 12.3 52.1 Gr&IncRet 20.47 -0.58 21.8 77.4 EnergyAdml nr 71.85 -0.14 22.3 -13.4
SmCapGrw p 24.85 NA NA NA MainStay Fds I: LCVal Inst 44.91 -0.57 23.5 65.8 TotRtAd p 10.30 0.00 -1.2 17.5 New Era n 39.23 -0.64 20.2 26.6 SpecEqI nr 22.13 -0.26 21.5 36.9 HgYldInst 9.43 -0.11 2.6 19.3 EqIncAdml n 93.74 -0.61 20.4 46.4
SR2020 p 19.12 NA NA NA EpochGlb r 20.23 NA NA NA LgShInst 17.76 -0.34 6.9 36.6 PIMCO Fds Instl: NHoriz n 93.94 -3.49 14.2 130.0 TotRet I nr 11.40 -0.28 23.1 43.3 InflLkdBdInst 12.53 -0.04 5.2 22.0 EuropeAdml n 82.02 -3.48 10.4 38.9
SR2030 p 22.39 NA NA NA MacKaySTMuni 9.69 NA NA NA MidCapGroR6 22.85 -0.95 14.8 100.7 AllAsset 13.02 NA NA NA OverS SF nr 13.00 -0.49 7.9 37.1 RS Funds: IntlEqIdxInst 22.70 -0.86 7.1 34.3 ExplrAdml n 138.48 -5.10 15.7 82.5
SR2040A p 26.67 NA NA NA S&P500IdxA 61.07 NA NA NA NeubCrBdInst 10.60 -0.01 -1.0 20.6 AllAssetAuth r 8.63 NA NA NA QMUSSmCpGrEq n 52.02 -2.01 9.0 62.7 CoreEqVIP 52.30 -0.94 17.6 41.7 IntlEqIdxRet 23.20 -0.87 6.9 33.3 ExtndAdml n 141.67 -5.48 14.4 76.5
USEquity 24.01 NA NA NA TRBd 11.13 NA NA NA REInst 18.25 -0.23 30.9 62.5 CommodtyRR 6.38 -0.18 33.6 42.7 SpectConsAllo n 22.60 -0.34 6.2 34.6 InvQBdVIP 13.09 0.00 -0.5 18.3 IntlEqInst 14.00 -0.61 6.7 41.0 FinIxdAd nr 48.33 -0.52 34.4 55.9
ValAdv t 45.02 NA NA NA Mairs&Power: StrIncInst 11.27 -0.10 1.9 21.1 DivInc 11.00 NA NA NA SpectModerAllo n 28.80 -0.61 9.2 45.4 Russell Funds S: LC2020Ret 15.00 -0.24 6.6 37.2 GNMAAdml n 10.56 -0.01 -0.9 11.2
JPMorgan C Class: MairsPwrBal n 119.59 -1.96 14.9 47.2 SustainableEqIns 49.79 -1.15 18.0 64.0 EmMktsBd 10.11 -0.20 -3.7 20.3 SpectModerGwAllo n 45.80 -1.23 12.3 55.3 EmerMkts 21.74 NA NA NA LC2025Ret 15.88 -0.29 7.7 41.0 GroIncAdml n 115.89 -2.57 24.3 78.9
InvBal p 17.17 NA NA NA MairsPwrGr n 169.81 -4.89 25.2 74.7 Neuberger Berman Inv: EmrgMktCur&STInv 7.73 -0.10 -4.6 5.1 R2005 n 15.00 -0.22 6.9 35.2 IntlDvMkt 43.60 NA NA NA LC2030Ret 16.64 -0.35 8.8 45.0 GrwthAdml n 161.94 -5.69 24.6 127.5
InvConsvGr t 13.97 NA NA NA Marsico Funds: Focus n 35.65 -2.16 19.8 74.6 ExtdDur 8.26 0.15 -3.2 54.8 R2010 n 19.73 -0.32 7.5 37.6 InvGrdBd 21.84 NA NA NA LC2035Ret 17.59 -0.41 10.1 49.0 HltClxAd nr 126.24 -1.72 13.9 56.1
JPMorgan Funds: Focus pn 27.46 -1.00 19.6 129.0 Genes n 80.65 -3.20 14.6 68.4 GlblBdOppUSH 10.53 NA NA NA R2015 n 16.20 -0.27 8.3 40.2 StratBd 10.96 NA NA NA LC2040Inst 12.79 -0.33 11.6 54.0 HlthCareAdml nr 97.11 -1.56 8.4 41.7
Fl EmMktEq L 41.34 NA NA NA Mass Mutual: Guard n 29.26 -1.05 24.3 110.3 HiYld 8.86 -0.13 1.6 21.1 R2020 n 24.82 -0.44 9.1 43.6 TaxExBd 23.94 NA NA NA LC2040Ret 18.39 -0.48 11.3 52.8 HYCorAdml nr 5.86 -0.07 1.8 22.0
MdCpVal L 47.81 NA NA NA SelBluChipGroClI 35.21 -1.46 17.2 95.9 IntlEqInst r 16.23 -0.66 8.9 50.2 HiYldMuniBd 9.91 0.00 5.3 24.9 R2025 n 21.36 -0.44 10.3 48.2 TMUSMdSmCp 41.93 NA NA NA LC2045Ret 15.75 -0.46 12.7 56.6 InfProAd n 29.01 -0.09 5.6 28.0
USEquity L 24.16 NA NA NA MassMutual Premier: LCVal n 44.90 -0.57 23.4 65.0 IntlBdUnhedged r 9.86 -0.01 -7.0 12.2 R2030 n 31.79 -0.76 11.7 52.9 TxMngUSLgCp 70.01 NA NA NA LCIdx2010Inst 18.52 -0.21 5.8 35.1 InfTechIdx n 226.08 -8.11 25.5 159.0
JPMorgan I Class: CoreBdI 11.33 -0.01 0.7 21.5 MdCpGrInv n 22.83 -0.95 14.6 99.1 IntlBdUSH 10.80 -0.01 -1.3 13.0 R2035 n 24.02 -0.65 13.1 57.0 USSmCpEq 40.20 NA NA NA LCIdx2020Inst 21.20 -0.31 7.2 40.0 IntlGrAdml n 161.86 -6.34 1.0 100.9
CoreBond 11.89 NA NA NA MassMutual Select: Neuberger Berman Tr: InvGrdCrBd 10.78 -0.03 -1.5 23.0 R2040 n 34.77 -1.04 14.3 60.8 Rydex Dynamic Fds: LCIdx2025Inst 22.95 -0.38 8.3 43.8 ITBondAdml n 12.04 0.01 -2.4 20.6
CorePlusBd 8.46 NA NA NA BlackRockGlAllCi 13.49 NA NA NA Genes n 80.52 -3.20 14.5 67.9 LgTmRlRt 8.14 -0.10 6.5 61.6 RealEst n 21.50 -0.41 36.8 37.5 NasdaqStratH p 493.20 -34.66 48.9 347.9 LCIdx2035Inst 26.57 -0.56 10.8 51.5 ITCorpIx n 25.20 -0.04 -1.9 23.9
EmMktEq I 40.98 NA NA NA BlChpGrR5 35.10 -1.46 17.2 95.3 GenesisFdR6 80.66 -3.20 14.8 69.7 LgTrmCrdtBd 12.70 NA NA NA Ret2025A p 21.18 -0.44 10.0 47.1 Rydex Investor Class: LCIdx2040Inst 28.10 -0.65 12.2 55.3 ITIGradeAdml n 10.02 -0.03 -1.7 21.8
EqInc 23.96 NA NA NA IdxEqI 22.94 -0.51 23.9 80.8 New Covenant Funds: LngDurTotRtrn 10.61 0.03 -1.3 42.4 Ret2045 n 24.16 -0.76 15.0 63.1 NasdaqInv n 77.37 -2.66 23.8 136.6 LCIdx2045Inst 28.97 -0.75 13.6 59.1 ITsryAdml n 11.35 0.03 -2.0 15.6
EqIndx 71.61 NA NA NA MCGrEqIII 32.09 -1.01 13.6 77.5 Growth n 63.00 -1.61 22.0 78.0 LowDur 9.82 -0.01 -0.6 7.8 Ret2045R 23.54 -0.74 14.5 60.6 LifeStkIdx 39.81 -0.99 21.9 80.1 ITTresIdx n 22.67 0.05 -2.4 14.3
GrAdv r 39.06 NA NA NA MCpGrEqIIS 31.65 -0.99 13.5 76.9 Nicholas Group: LowDurInc r 8.58 -0.06 1.4 13.5 Ret2055 n 20.97 -0.67 15.1 63.1 LarCapAd n 108.23 -2.56 23.1 83.9
GvBd
HighYld
10.85
7.23
NA
NA
NA
NA
NA
NA
PIMCITRetI 10.14
Matthews Asian Funds:
NA NA NA Nch II I
NchLt I
37.10
37.90
-1.07 17.6 70.6
-1.58 14.6 66.2
ModDur
MortgOppBd
10.36
10.87
0.00
0.00
-1.3
1.9
14.4
12.9
Ret2055
RetBal Inc n
20.74
16.84
-0.66
-0.23
14.8
7.4
61.8
35.9
S LrgCpGrIdxInst 61.47
LrgCpGrIdxRet 61.82
LrgCpGrInst 26.25
-2.07
-2.08
-1.07
24.6
24.3
15.4
123.6
121.9
107.9
LTGradeAdml n 11.19
LTsryAdml n 12.96
0.01
0.16
-2.0
-3.5
40.4
38.3
IntlEq 21.83 NA NA NA AsiaDivInv nr 22.60 NA NA NA Nich n 88.18 -2.31 22.4 82.5 MuniBd 10.49 0.00 2.2 18.6 SciTec n 60.50 -2.36 9.8 120.0 Schwab Funds: LrgCpVl IdxInst 24.50 -0.29 20.0 44.5 LTTresIdx n 30.51 0.39 -3.9 36.9
IntmdTFBd 11.17 NA NA NA AsiaGroInv nr 37.10 NA NA NA Northern Funds: RAEFndmtlAdvPLUS 8.41 NA NA NA Sht-Bd n 4.79 -0.01 -0.1 9.4 1000 Inv nr 102.18 -2.47 22.3 81.9 LrgCpVl IdxRet 24.92 -0.30 19.8 43.5 MatIdx nr 96.12 -2.13 21.5 67.2
InvConGw 14.15 NA NA NA Asian G&I Inv nr 18.39 NA NA NA ActMIntlEq nr 13.39 -0.64 9.7 42.9 RAEPLUS r 6.97 NA NA NA SmCap n 65.76 -2.53 24.6 59.0 Balanced n 19.98 NA NA NA LrgCpVl Inst 22.77 -0.35 21.8 49.8 MidCpAdml n 310.16 -7.82 22.0 73.4
InvGrwth 27.12 NA NA NA ChinaInv n 25.35 NA NA NA BdIdx n 10.81 0.01 -1.6 17.1 RealRtnI 12.36 -0.08 5.0 28.6 SmCapStk n 74.67 -2.93 16.8 78.6 CoreEq n 29.34 -0.59 21.5 63.9 MdCpGrInst 28.65 -1.50 3.8 88.8 MrgBkdIdx n 21.17 -0.02 -1.3 11.0
LgCapVal 20.19 NA NA NA DLStrIncmR 25.34 NA NA NA EmMktsEqIdx nr 13.32 -0.55 -4.8 30.8 RERRStg 9.94 NA NA NA SpecGr n 28.54 -0.87 17.7 67.0 DivEqSel n 16.75 -0.18 21.3 33.4 MdCpVl Inst 21.24 -0.51 26.0 38.3 MuHYAdml n 12.06 0.01 3.5 21.2
LgCpGwth 72.72 NA NA NA IndiaInv nr 31.59 NA NA NA FixIn n 10.56 -0.02 -0.5 19.9 ShortT 9.77 -0.01 -0.1 4.9 SpecInc n 12.92 -0.09 1.6 20.5 FunIntlLgInst nr 10.08 -0.33 9.7 27.9 MdCpVlRet 21.05 -0.50 25.7 37.2 MuIntAdml n 14.71 0.01 0.9 15.3
MdCpGrw 58.68 NA NA NA PacTigerInv nr 34.43 NA NA NA GlbREIdx nr 11.72 -0.25 17.4 27.3 ShtAssetInv 9.97 0.00 0.0 3.8 SpecIntl n 16.37 -0.68 3.0 40.2 FunUSLgInst nr 23.09 -0.32 26.2 64.7 QuantSmCpEqInst 22.88 -0.90 23.3 56.6 MuLTAdml n 12.17 0.01 1.9 19.6
MdCpVal 47.04 NA NA NA MergerFundThe pn: HiYFxInc n 6.67 -0.09 3.2 23.5 StcksPLUSIntlHdg r 8.97 NA NA NA SuMuInc n 12.51 0.01 2.8 17.4 HlthCare n 30.12 -0.39 15.5 46.9 RealSecInst 22.68 -0.31 29.9 63.0 MuLtdAdml n 11.17 0.00 0.4 8.8
MidCapEq 66.97 NA NA NA MergerFundThe pn 17.34 0.03 -0.5 11.0 HiYMuni n 9.11 0.00 4.7 20.4 StcksPLUSSmall 10.97 -0.52 13.6 53.5 SuMuInt n 12.31 0.00 1.2 14.2 InflProSel n 12.73 -0.04 5.8 28.3 RealSecRet 23.73 -0.33 29.5 61.7 MuShtAdml n 15.89 0.00 0.3 5.1
MtgBckd 11.35 NA NA NA Meridian Funds: IntlEqIdx nr 14.38 -0.57 6.8 33.5 StkPlsLgDur 8.76 -0.16 21.1 144.0 TaxEfEqty nr 61.76 -2.20 21.4 111.9 IntI Sel nr 23.53 -0.91 7.0 34.2 S&P500IdxInst 51.05 -1.14 23.8 81.0 NJLTAdml n 12.73 0.01 2.8 21.1
ShtDurBnd 11.06 NA NA NA Growth n 56.17 -2.13 17.0 67.6 IntTxExpt n 10.84 0.00 0.3 13.5 StksPLS 13.89 -0.32 23.3 81.2 TF Incom n 12.66 0.00 5.7 20.4 IntlMstr nr 28.94 -1.49 3.7 52.7 S&P500IdxRet 50.61 -1.13 23.6 79.7 NYLTAdml n 12.19 0.01 2.2 18.9
SmCap 80.15 NA NA NA Value n 50.94 -1.34 22.2 69.0 MidCpIdx n 25.48 -0.83 21.7 57.0 StPlTRInst r 14.14 -0.35 22.8 81.1 TF Incom n 10.46 0.00 2.4 16.6 MT AllEq n 24.14 NA NA NA SmCpBl IdxInst 27.93 -1.20 14.7 55.4 PacifAdml n 96.71 -3.18 -0.4 30.2
SmCapGrw 28.40 NA NA NA Metropolitan West: ShIntTaxFr n 10.40 0.01 -0.1 8.5 TotRetESG 9.36 -0.02 -1.3 18.8 TFSI n 5.69 0.00 0.1 8.3 MT Bal n 21.64 NA NA NA SmCpBl IdxRet 28.00 -1.21 14.4 54.3 PALTAdml n 12.12 0.01 2.2 19.9
TxAwEq 51.55 NA NA NA HiYldBdI 10.51 -0.11 1.9 26.9 SmCapIdx n 17.53 -0.76 14.6 54.0 TotRt 10.30 0.00 -1.0 18.4 TotIndex n 51.09 -1.27 21.8 78.3 MT Gro n 28.10 NA NA NA SocChEqInst 30.10 -0.77 22.3 81.5 PrmcpAdml nr 183.32 -5.29 19.2 67.1
USEquity 24.11 NA NA NA IntmBdI 10.68 0.00 -1.1 15.4 SmCpVal n 24.23 -0.77 22.8 31.9 TRII 9.64 0.01 -1.3 18.1 U.S.EqResch n 45.17 -1.12 23.2 83.3 S&P Sel n 71.13 -1.58 23.9 81.1 SocChEqRet 30.55 -0.78 22.0 80.1 RealEstatAdml n 152.89 -2.10 29.5 50.0
USLgCpCorPls 30.77 NA NA NA LowDurBdI 8.85 -0.01 0.2 9.2 StkIdx n 51.50 -1.15 23.8 80.6 TrndsMgdFutStrgy 12.13 NA NA NA USLrgCpCore n 37.02 -1.01 20.7 69.4 SmCp Sel nr 39.11 -1.69 14.7 55.2 Tortoise Capital: S&PSC600Idx 419.27 -14.23 24.2 52.1
USRechEnhEq 40.70 NA NA NA TotRetBd n 10.94 0.01 -1.2 19.3 TxExpt n 11.03 0.01 1.0 16.1 PIMCO Funds: USTInter n 5.98 0.01 -2.8 14.6 SmCpEqSel nr 23.64 -0.74 26.7 44.4 TorMLPPipInsCl 11.67 -0.11 44.7 10.5 SmCapAdml n 107.64 -3.68 16.4 60.1
ValAdv 45.33 NA NA NA TotRetBdI 10.94 0.01 -1.0 20.1 Nuveen Cl A: StcksPLUSIntlHdg 8.86 NA NA NA VABond n 12.49 0.01 2.0 15.9 Trgt2030 nr 18.93 NA NA NA Touchstone Family Fd: SmGthAdml n 99.03 -4.23 5.6 74.1
JPMorgan Inst Class: TRBdPlan 10.25 0.00 -1.1 20.3 AAMunBd p 12.27 0.01 3.4 20.4 TotRet 10.30 0.00 -1.5 16.3 Value n 51.18 -1.04 25.0 63.6 Trgt2040 nr 20.60 NA NA NA FlexIncY 11.20 -0.04 2.3 19.8 STBondAdml n 10.66 0.00 -0.9 10.0
ValAdv L 45.41 NA NA NA UnconstrBdI 11.84 -0.03 0.8 12.8 CAMunBd p 11.63 0.01 1.3 16.5 PIMCO Funds A: Price Funds - Adv Cl: TSM Sel nr 81.15 -2.04 22.1 80.3 FocEqY 66.14 -1.99 23.1 81.6 STCorpIx n 22.22 -0.01 -0.5 12.5
JPMorgan R Class: MFS Funds: HiYldMuBd p 18.50 0.01 9.3 27.6 AllAsset 13.01 NA NA NA BlChip p 191.22 -8.03 18.0 97.2 TxFrBd n 12.10 0.01 0.6 13.6 LagCapFoc A p 61.11 -1.61 22.0 84.2 STFedAdml n 10.88 0.01 -0.3 9.6
CoreBond 11.90 NA NA NA IIE 33.88 -1.36 10.6 52.4 IntDMunBd p 9.62 0.00 1.6 14.7 HiYld 8.86 -0.13 1.2 19.9 CapAppA p 38.94 -0.64 15.5 64.6 USSmCoIdx nr 19.26 -0.60 27.9 54.9 MdCpGrwY 45.47 -1.55 13.6 92.1 STIGradeAdml n 10.82 -0.01 -0.4 11.8
CorePlusBd 8.47 NA NA NA MFS Funds Class A: LtdMnBd p 11.38 0.01 1.1 10.6 HiYldMuniBd 9.91 0.00 5.0 23.8 Growth p 114.42 -5.79 21.3 106.4 Segall Bryant & Hami: MdCpY 49.63 -1.09 12.1 62.4 STIPSIxAdm n 26.22 -0.03 5.3 16.1
HighYld r 7.24 NA NA NA AgGrAIA 33.09 NA NA NA Nuveen Cl I: IncomeFd 11.89 NA NA NA R2020A p 24.54 -0.44 8.8 42.5 SmallCapVal Inst 15.19 -0.52 13.8 37.5 SandsCapGrY 22.63 -1.05 11.1 143.5 STsryAdml n 10.65 0.01 -0.5 8.4
Net YTD 3-Yr.

NAV Chg. % Ret. % Ret.
Net YTD 3-Yr.
Net YTD 3-Yr.
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. Scoreboard: Rate-Rise Risk
STTresIdx n 20.41 0.01 -0.4 7.2 RealEstaInstl 23.66 -0.33 29.5 50.1 EmMktI 12.25 -0.41 -7.8 27.5 SpecTech 21.89 -1.26 15.3 144.6
TotBdAdml n 11.25 0.01 -1.5 17.7 Rs1000GrwIdxInst 591.05 -19.94 24.6 123.5 ForOppI 35.26 NA NA NA SpSmCpValA p p 44.16 -1.24 24.4 45.8 (The Powell nomination stirred fears of faster rate hikes, with U.S. stocks and bonds losing ground. Investors
TotIntBdIdxAdm n 22.84 -0.05 -1.7 12.3 Rs1000Vl IdxInst 277.55 -3.39 20.0 44.4 IntSmCapI 24.90 NA NA NA StrMunA 9.27 0.00 0.8 9.8
TotIntlAdmIdx nr 33.66 -1.26 5.3 36.5 Russ1000IdxInst 412.07 -9.75 22.4 82.5 MulSStI 4.72 NA NA NA Wells Fargo Adv Inst: sold tech and turned to utility funds, which rose 1.11%. Gold fell , taking down precious metals 5.43%.
TotStAdml n 114.65 -2.89 22.2 80.8 Russ2000GrIxInst 412.22 -21.38 4.1 63.2 QualitySmCapI 29.45 NA NA NA CoreBd 13.09 -0.01 -1.7 18.3
TxMBal nr 41.84 -0.45 11.2 45.4 Russ3000Idx 406.74 -10.13 21.9 80.3 SmCapSusI 58.14 NA NA NA Growth 64.34 -2.69 9.2 112.5 One Week Year-to-Date
TxMCapAdml n 240.38 -5.70 22.7 83.1 SmCapInst 107.64 -3.68 16.4 60.1 SmCpCorI 54.93 NA NA NA MdCpVal 53.01 -1.16 22.5 57.2
TxMIn nr 16.09 -0.60 7.4 37.3 SmCapIstPl 310.69 -10.63 16.4 60.2 Vivaldi Merger: ShDurGovBdI 9.64 -0.01 -0.9 7.3
TxMSC nr 91.79 -3.12 24.5 52.6 SmGthInst 79.31 -3.39 5.6 74.1 Arbitrage Fund 11.41 0.01 5.3 15.0 UlStInc 8.58 0.00 0.3 7.1 U.S. STOCK FUNDS – 0.84% 22.67%
USGroAdml n 197.37 -7.41 16.1 132.0 SmValInst 42.40 -1.18 25.7 46.6 Voya Fds: UlStMuInc 9.59 0.00 0.2 3.7
UtilIxAd nr 73.28 -0.73 8.9 31.9 STBdIdxInstPl 10.66 0.00 -0.9 10.1 GrOppI 66.60 -2.61 18.5 96.6 Western Asset: TOP SECTOR / Utility Funds 1.11 10.70
ValAdml n 55.15 -0.47 20.8 44.9 STBDInst 10.66 0.00 -0.9 10.1 InmdBdI 10.26 -0.01 -1.2 19.4 CoreBondA 13.11 -0.01 -2.3 18.9
WdsrllAdml n 84.98 -1.85 24.5 70.3 STCorpIxInst p 27.20 -0.02 -0.5 12.6 TRPGrEqI 120.62 -6.23 21.7 107.9 CoreBondI 13.11 -0.02 -2.0 20.2 BOTTOM SECTOR / Precious Metals Equity Funds – 5.43 – 8.76
WellsIAdml n 71.98 -0.10 6.8 33.6 STIGradeInst 10.82 -0.01 -0.4 11.9 CoreBondIS 13.13 -0.01 -2.0 20.3
S&P 500 – 0.07 25.17
WelltnAdml n 87.06
WndsrAdml n 86.94
-1.16
-1.33
15.3
22.8
51.3
58.3
STIPSIxins
STTresIdx
TotBdInst
26.24
25.64
-0.03
0.01
5.3
-0.4
16.2
7.2 WXYZ CorePlusBdA 11.89
CorePlusBdI 11.90
-0.05
-0.05
-2.9
-2.5
21.5
22.8 U.S. BOND FUNDS – 0.43 0.48
VANGUARD FDS: 11.25 0.01 -1.5 17.8 CorePlusBdIS 11.90 -0.05 -2.5 22.9
CAIT n 12.20 0.00 0.5 14.0 TotBdInst2 11.10 0.01 -1.5 17.3 Wasatch: IntermedBdIS 10.99 -0.02 -2.0 15.3 Bloomberg Barclays AGG Bond – 0.41 – 2.35
CALT n 12.74 0.01 1.6 18.3 TotBdInstPl 11.25 0.01 -1.5 17.8 CoreGr n 109.57 -5.20 19.7 96.1 IntermTermMuniA 6.56 0.01 2.2 14.0
CapOp nr 92.67 -2.43 20.5 74.9 TotIntBdIdxInst 34.27 -0.08 -1.7 12.4 IntlGr n 38.23 -2.24 10.1 66.0 IntermTermMuniI 6.55 0.00 2.4 14.4
DivdGro n 38.59 -0.76 17.6 63.2 TotStInst 114.66 -2.90 22.2 80.9 MicCap n 12.65 -0.64 6.6 129.4 ManagedMuniA 16.71 0.01 2.8 16.2
DivrEq n 55.64 -1.55 20.1 89.5 TtlWrldIxInst p 214.38 -6.45 14.6 60.5 SmCapGr n 62.23 -3.68 9.5 115.5 ManagedMuniI 16.74 0.01 3.0 16.8 THE WEEK'S TOP 25
EmgMktSelStk n 25.80 -1.03 -2.6 36.2 TxMCaInst r 119.43 -2.83 22.7 83.2 SmCapV n 11.24 -0.44 23.8 54.2 SMAShCrPlCp n 8.89 -0.12 -2.2 24.2
Energy nr 38.28 -0.07 22.3 -13.6 TxMSCInst r 92.00 -3.13 24.5 52.8 UltraGr n 50.60 -2.55 7.0 134.0 SmashSerC n 9.51 -0.12 -0.1 17.8 Fund Investment Objective One Week Year-to-Date
EqInc n 44.72 -0.30 20.3 45.9 ValueInst 55.15 -0.47 20.8 45.0 WCM: SmashSerM n 10.76 0.03 -3.3 21.0
Explr n 148.73 -5.48 15.6 81.9 Victory Funds: FcusEmgMk Inst 19.37 -1.12 -2.3 81.4 TotalRetUnconI 10.47 -0.03 -2.2 14.4
EXPValFd n 46.80 -1.42 24.7 48.4 EstValA 51.30 -0.88 26.5 58.8 FocInterGrFdInv 27.75 -1.69 12.8 95.7 Westwood Income Oppo: Invenomic Instl / BIVIX Alt Long/Short Eq 2.73% 48.5%
FTAlWldInAdml n 37.48 -1.42 4.8 36.1 EstValI 51.36 -0.88 26.9 60.3 IntlSmCpGrthFd I 31.17 NA NA NA WwIncOpFdInstl 13.78 -0.15 6.8 34.2
GlbCapCyl Inv nr 10.94 -0.27 14.6 53.6 EstValR p 50.49 -0.87 26.2 57.8 WCM Focus Funds: Westwood Quality Sma: Hartfd Schr China A F / HSHFX China Region 2.48 6.1
GlbEq n 42.33 -1.36 12.0 67.2 SmCap Grwth p 88.68 -4.24 -9.0 55.5 WCMFocIntlGrwIns 27.98 -1.70 13.1 96.9 WwQalSmallCapI 21.83 -0.72 23.6 42.2 Matthews Asia Korea Inv / MAKOX Pacific Ex Japan 2.35 – 0.5
GloMinVolFdAdm n 29.46 -0.57 7.8 21.1 SmCoOppI 57.71 -1.93 22.0 48.9 Weitz Funds: Williamsburg Invst T:
GNMA n 10.56 -0.01 -1.0 10.9 VirtusFunds: PIIIOpp 17.04 -0.37 10.1 52.9 DavPrtSmCapFoFd n 20.21 -0.64 17.2 90.5 Crdt Suis Mgd Fut Str I / CSAIX Alt Mgd Futures 2.11 13.1
GroInc n 70.97 -1.58 24.2 78.4 CeredexLgCpVlEqI 16.33 NA NA NA ShtDurIncInst 12.34 0.00 1.1 9.5 Wilmington Funds:
HlthCare nr 230.23 -3.69 8.4 41.5 CeredexMdCpVlEqI 15.66 NA NA NA ValueInv n 62.45 -1.43 23.5 84.3 BroadMktBdInst 10.08 0.01 -1.3 17.1 Bail Giff China ASG Inst / BCANX China Region 2.10 – 1.0
HYCor nr 5.86 -0.07 1.7 21.6 GvSecUltShtBdI 10.00 NA NA NA Wells Fargo Adv Admi: Intl Inst 10.19 -0.45 4.2 35.3 AQR Style Premia Al R6 / QSPRX Abs Return 2.09 14.6
InflaPro n 14.78 -0.04 5.5 27.6 InnGrSt I 66.69 NA NA NA Growth 56.98 -2.38 9.0 111.2 LgCpStrInst 32.81 -0.79 22.4 82.1
IntlExplr n 21.73 -0.96 6.5 39.4 LowDurCrPlBd I 10.86 NA NA NA Wells Fargo Adv Cl A: Wm Blair Funds Cl I: Victory Global En Tran Y / RSNYX GL Natural Resourc 2.07 87.3
IntlGr n 50.84 -1.99 0.9 100.2 VirtusFunds Cl A: AstAllA p p 17.58 NA NA NA IntlGthI r 42.59 -2.37 7.4 76.2
IntlVal n 41.94 -1.50 4.2 29.8 MidGrA 72.25 NA NA NA CmStkA p p 25.45 -0.76 17.9 58.2 SmCapValI 33.91 -1.02 25.6 44.4 BlackRock Ch A Opp Inst / CHILX China Region 2.06 2.6
INSTTRF2015 25.78 -0.24 5.0 31.4 MulSStA p 4.71 NA NA NA DivCapBldr 13.47 -0.28 13.4 55.2 SmMidI r 38.24 -1.52 8.9 70.7
INSTTRF2020 28.06 -0.39 6.9 38.0 SmCapSusA 56.38 NA NA NA IdxAstAllA 45.72 -0.61 13.2 52.9 Wm Blair Funds Inst: LoCorr Mkt Trend I / LOTIX Alt Mgd Futures 2.00 8.4
INSTTRF2025 29.70 -0.51 8.2 42.8 StratGrA p 30.74 NA NA NA OmegaGwth 84.05 -4.06 14.2 110.4 IntlGth 21.92 -1.21 7.6 77.5 DoubleLine Strat Comm I / DBCMX Commodities General 1.95 32.6
INSTTRF2030 30.79 -0.59 9.5 46.3 TactAllA p 14.36 NA NA NA OpptyA 59.65 -1.76 19.9 76.1 Wm Blair Funds R6:
INSTTRF2035 31.81 -0.69 10.7 49.8 VirtusFunds Cl I: PremLgCoGrthA 19.54 -0.93 15.8 104.1 EmgMktGth 19.27 -0.91 2.3 85.2 KraneShs UBS CAS Inv / KUASX China Region 1.91 NA
INSTTRF2040 32.89 -0.78 12.1 53.2
INSTTRF2045 33.87 -0.89 13.3 56.8 KOC Long/Short Eqty I / KCEIX Alt Long/Short Eq 1.91 13.8
INSTTRF2050 34.02 -0.91 13.5 57.2 AQR Mgd Fut Str HV I / QMHIX Alt Mgd Futures 1.75 1.0
INSTTRF2055 34.11
INSTTRF2060 34.21
-0.92
-0.92
13.5
13.5
57.3
57.4
DATES TO WATCH FOR Rydex Energy Fund Inv / RYEIX Natural Resources 1.74 61.4
INSTTRFINC 25.17 -0.23 4.5 29.6
ITIGrade n 10.02 -0.03 -1.8 21.4 Fidelity Sel Energy / FSENX Natural Resources 1.73 61.4
ITTsry n 11.35 0.03 -2.0 15.3 December Data for
LifeCon n 23.55 -0.28 5.0 33.9 1 PMI Manufacturing Index (9:45 a.m.) - Final November Saratoga Finl Svcs I / SFPIX Financial Services 1.67 35.8
LifeGro n 44.65 -1.07 11.7 52.4 Rydex Utilities Inv / RYUIX Utility 1.63 9.2
LifeInc n 17.39 -0.10 1.6 24.7 ISM Manufacturing Report (10:00 a.m.) November
LifeMod n 34.03 -0.62 8.2 43.0 Natixis AlphaSmplx MFS Y / ASFYX Alt Mgd Futures 1.62 10.1
LTIGrade n 11.19 0.01 -2.1 40.0 Construction Spending (10:00 a.m.) October Blue Chip Investor Fund / BCIFX Multi-Cap Value 1.61 31.0
LTTsry n 12.96 0.16 -3.6 37.9
MATxEx n 11.38 0.01 1.5 19.6 Beige Book (2:00 p.m.) November Fidelity Sel Banking / FSRBX Financial Services 1.61 44.5
MgdPayFdInv n 19.04 -0.36 11.1 34.0 2 Car Sales (3:45 p.m.) November
MidCpGro pn 36.82 -1.54 9.8 78.9 Hennessy Sm Cp Finl Inv / HSFNX Financial Services 1.58 49.3
MuHY n 12.06 0.01 3.5 20.9 Challenger Job-Cut Report (7:30 a.m.) November
MuInt n 14.71 0.01 0.9 15.0 GPS II Mgd Fut Str Svc / GPMFX Flexible Portfolio 1.57 10.0
MuLong n 12.17 0.01 1.8 19.3 3 Employment Situation (8:30 a.m.) November AXS Managed Futures S I / MHFIX Alt Mgd Futures 1.52 – 8.7
MuLtd n 11.17 0.00 0.3 8.5
MuSht n 15.89 0.00 0.2 4.9 PMI Composite Index (9:45 a.m.) - Final November OTG Latin America A / OTGAX Latin American 1.52 – 3.3
OHLTte n 13.19 0.01 1.7 19.9
Primcp nr 176.81 -5.10 19.1 66.8 Factory Orders (10:00 a.m.) October Fidelity Adv Energy I / FANIX Natural Resources 1.49 61.1
PrmcpCor n 35.01 -0.89 20.8 61.0
SelValu nr 31.83 -0.77 22.5 51.2 ISM Service Index (10:00 a.m.) November THE WEEK'S BOTTOM 10
STAR n 33.67 -0.63 8.8 56.0 7 International Trade (8:30 a.m.) November
STFed n 10.88 0.01 -0.4 9.3 Fund Investment Objective One Week Year-to-Date
STIGrade n 10.82 -0.01 -0.5 11.5 Productivity and Costs (8:30 a.m.) - preliminary Q3, 2021
STIPSixInv 26.18 -0.04 5.2 15.8
StratgcEq n 45.94 -1.19 26.8 62.1 Consumer Credit (3:00 p.m.) October Midas Fund / MIDSX Precious Metals Eq – 6.52% – 17.3%
StrSmCpEqInv n 45.98 -1.30 30.1 54.9
STTsry n 10.65 0.01 -0.6 8.1 8 JOLTS (10:00 a.m.) October Catalyst Insidr Buying I / INSIX Multi-Cap Growth – 6.49 – 8.2
TgtRe2015 n 16.50 -0.16 4.9 31.1 9 Wholesale Inventories and Trade (10:00 a.m.) October Evolutionary Tree Innov / INVNX Large-Cap Growth – 6.47 – 0.2
TgtRe2020 n 36.64 -0.50 6.9 37.8
TgtRe2025 n 23.28 -0.40 8.1 42.5 10 Consumer Price Index (8:30 a.m.) November VanEck Intl Gold Y / INIYX Precious Metals Eq – 6.30 – 12.9
TgtRe2030 n 44.33 -0.87 9.3 46.0
TgtRe2035 n 27.90 -0.61 10.6 49.5 Michigan Consumer Sentiment (10:00 a.m.) - Preliminary December Gabelli Gold I / GLDIX Precious Metals Eq – 6.29 – 7.7
TgtRe2040 n 49.54 -1.20 11.9 53.0
TgtRe2045 n 31.91 -0.85 13.2 56.6 14 FOMC Meetings (2:00 p.m.) T Rowe Price Glbl Tech / PRGTX GL Science/Tech – 6.15 21.7
TgtRe2050 n 51.53 -1.40 13.4 57.0 NFIB Small Business Optimism Index (6 a.m.) November Morg Stan I Disc A / MACGX Mid-Cap Growth – 6.12 3.3
TgtRe2060 n 49.43 -1.33 13.4 57.0
TgtRet2055 n 55.95 -1.51 13.4 57.0 PPI (8:30 a.m.) November Morg Stan I Gl Ins I / MIGIX Global Multi-Cap Growth – 6.09 – 1.6
TgtRetInc n 15.43 -0.14 4.5 29.3
TotIntBdIxInv 11.42 -0.03 -1.7 12.2 15 Retail Sales (8:30 a.m.) November USAA Prec Met&Min Fund / USAGX Precious Metals Eq – 6.07 – 10.0
USGro n 76.14 -2.86 16.0 131.3 Wasatch Em Mkts Sel Inst / WIESX Emerging Markets – 6.07 19.9
WellsI n 29.71 -0.04 6.8 33.3 U.S. Import & Export Price Indexes (8:30 a.m.) November
Welltn n 50.42 -0.66 15.3 51.0
Wndsr n 25.77 -0.40 22.6 57.8 Business Inventories (10:00 a.m.) October THE LARGEST 25
WndsrII n 47.88 -1.05 24.4 69.9 Assets 3-Year* 1-Week YTD
VANGUARD INDEX FDS: NAHB Housing Market Index (10:00 a.m) December
500 424.96 -9.50 23.8 80.6 Fund (billions) Investment Objective Return Return Return
EmgMktInstPl 103.27 -4.01 -0.5 36.9 FOMC Announcement (2:00 p.m.)
ExtndIstPl 349.62 -13.50 14.4 76.6 Treasury International Capital Data (4 p.m.) October
FTAIWdInPl 125.83 -4.77 4.9 36.3 American Funds Gro A / AGTHX $150.2 Large-Cap Growth 27.3% – 1.92% 21.6%
Growth 161.96 -5.69 24.5 126.7 16 Housing Starts and Permits (8:30 a.m.) November Fidelity Contrafund / FCNTX 129.5 Large-Cap Growth 28.2 – 0.96 26.1
IdxIntl 20.12 -0.76 5.3 36.3
ITTresIdx Inst 28.14 0.07 -2.4 14.3 Philadelphia Fed Manufacturing Index (8:30 a.m.) December Vanguard Wellington Adm / VWENX 109.4 Mix Tgt All Gro 15.4 – 0.28 16.9
LTTresIdx Inst 38.73 0.50 -3.9 37.0 American Funds Bal A / ABALX 102.8 Mix Tgt All Gro 13.7 – 0.53 13.8
MdCpGrAdml n 108.86 -3.70 19.6 100.7 Industrial Production & Capacity Utilization (9:15 a.m.) November
MdCpVlAdml n 75.59 -1.16 24.3 47.3 Dodge & Cox Stock / DODGX 95.8 Multi-Cap Value 17.4 0.26 31.2
MidCp 68.36 -1.73 21.8 72.8 PMI Composite Flash (9:45 a.m.) December American Funds EuPc R6 / RERGX 91.0 Intl Large-Cap Growth 16.9 – 2.72 3.5
RUSS2000IdxInst 344.95 -14.88 14.7 55.4 17 Quadruple Witching
SmCap 107.60 -3.68 16.2 59.5 American Funds Inc A / AMECX 83.3 Mix Tgt All Mod 11.4 0 14.2
SmValAdml n 75.86 -2.11 25.7 46.6 20 U.S. Leading Indicators Index (10:00 a.m.) November PIMCO Income Inst / PIMIX 82.2 Multi-Sector Inc 5.5 – 0.52 1.8
TotBd 11.25 0.01 -1.6 17.4
TotBd2 11.10 0.01 -1.6 17.1 21 Current Account (8:30 a.m.) Q3, 2021 American Funds ICA A / AIVSX 80.1 Large-Cap Core 18.7 – 0.52 22.9
TotIntlInstIdx r 134.60 -5.05 5.4 36.7 22 GDP - (Second Estimate) Q3, 2021 American Funds Wash A / AWSHX 76.4 Large-Cap Value 17.1 – 0.12 24.4
TotItlInstPlId r 134.64 -5.05 5.4 36.7
TotSt 114.60 -2.89 22.1 80.3 Existing Home Sales (10:00 a.m.) November Dodge & Cox Income / DODIX 72.3 Core Bond 6.2 – 0.56 – 1.5
VANGUARD INSTL FDS: Vanguard PRIMECAP Adm / VPMAX 71.8 Large-Cap Core 20.2 – 0.17 22.3
BalInst 49.07 -0.73 12.3 54.3 23 Durable Goods Shipments and Orders (8:30 a.m.) October
DevMktsIndInst 16.11 -0.60 7.4 37.5 BlackRock Cash Inst SLA / 71.8 Instl Money Mkt NA NA NA
DevMktsInxInst 25.18 -0.94 7.4 37.5 Personal Income and Outlay (8:30 a.m) November Fidelity SA US Tot Stk / FCTDX 70.2 Multi-Cap Core 23.3 – 0.56 25.1
EmMkInst r 31.05 -1.20 -0.5 36.8
EuroInst 34.98 -1.48 10.4 39.0 New Home Sales (10:00 a.m.) November American Funds FInv A / ANCFX 69.8 Large-Cap Core 19.1 – 1.11 20.4
ExDurTrsInst 43.20 0.80 -4.6 52.4 28 S&P/Case-Shiller Home Price Indices (9:00 a.m.) October American Funds NPer A / ANWPX 69.1 Global Large-Cap Growth 25.8 – 1.68 18.0
ExtndInst 141.67 -5.47 14.4 76.6
FTAlWldIst r 118.82 -4.50 4.8 36.2 FHFA House Price Index (9:00 a.m.) October American Funds CIB A / CAIBX 67.6 Global Equity Income 10.0 0 11.9
FTScinst 32.47 -0.82 23.7 91.3 Fidelity Str Adv LgCp / FALCX 63.4 Large-Cap Core 0 – 0.31 27.2
GrwthInst 161.95 -5.69 24.6 127.6 Consumer Confidence (10:00 a.m.) December
InPrSeIn 11.82 -0.03 5.7 28.1 American Funds CWGI A / CWGIX 62.5 Global Large-Cap Core 16.6 – 1.13 13.2
InstIdx 402.19 -8.97 23.9 81.2 29 Pending Home Sales Index (NAR) (10:00 a.m.) November
InstPlus 402.21 -8.98 23.9 81.2 T Rowe Price BC Gro / TRBCX 61.6 Large-Cap Growth 27.3 – 1.99 20.6
InstTStIdx 89.57 -2.26 22.2 81.0 Michigan Consumer Sentiment (10:00 a.m.) - Final December Vanguard Intl Gro Adm / VWILX 61.4 Intl Large-Cap Growth 27.1 – 3.36 1.7
InstTStPlus
ITBdInst
89.55
12.04
-2.25
0.01
22.2
-2.4
81.0
20.7
30 Chicago PMI (9:45 a.m.) December Vanguard ITR 2030 Inst / VTTWX 59.9 Mix-Asst Targ 2030 14.2 – 0.80 10.9
ITBdInstPI 12.04 0.01 -2.4 20.7 PIMCO Tot Rtn Inst / PTTRX 57.2 Core Plus Bond 5.5 – 0.45 – 1.6
LaCapInst 445.44 -10.57 23.1 84.0
LTBdInst 15.83 0.07 -2.1 40.8 Vanguard Sh-Tm Inv Adm / VFSUX 55.8 Short Inv Grade 3.7 – 0.34 – 0.7
LTBdInstPl 15.83 0.07 -2.1 40.8 Note: Some dates and times are approximations. Vanguard ITR 2025 Inst / VRIVX 55.5 Mixed-Asset Target 2025 13.2 – 0.76 9.4
MidCpInst 68.52 -1.72 22.0 73.5
MidCpIstPl 337.91 -8.53 22.0 73.5
*Annualized 11/21/2018 to 11/24/2021. Through Thursday. Source: Lipper
Weekly Closed-End Funds Data provided by
52 Week 52 Week
Stock Market Prem Market TRACKING CLOSED - END FUNDS Stock Market Prem Market
Fund Name (Symbol) Exch NAV Price /Disc Return Fund Name (Symbol) Exch NAV Price /Disc Return
Friday, November 26, 2021 BlckRk Income (BKT) ...................... N 5.71 5.74 + 0.5 6.7
General Equity Funds Giving Thanks: Heading into Thanksgiving, the Herzfeld Average and the Dow were First Trust Mtge Inc (FMY) ..............
Invesco HI 2023 Tgt Term (IHIT) .....
N
N
13.87
9.35
13.42
9.69
–
+
3.2
3.6
5.2
5.8
Adams Diversified Equity (ADX) ...... N 21.75 18.94 – 12.9 30.2
Boulder Growth & Income (BIF) ...... N 16.02 13.17 – 17.8 23.4 relatively quiet returning 0.04% and -0.18% respectively for the shortened week. Invesco HI 2024 Tgt Term (IHTA) ....
Nuveen Mortgage and Inc (JLS) ......
N
N
9.77
22.29
9.86
20.93
+
–
0.9
6.1
5.4
4.3
Central Secs (CET)-c ........................ A NA 40.02 NA 41.2
CohenStrsCEOppFd (FOF) .............. N 13.91 13.91 + 0.0 29.6 Nuveen Multi-Market Inc (JMM)-c ... N 7.66 7.42 – 3.1 4.5
Eagle Capital Growth (GRF)-c ........... A NA 8.61 NA 33.2 Vertical Capital Income (VCIF) ........ N NA 10.52 NA 8.7
EVTxAdvDivIncm (EVT)-a ................ N NA 28.17 NA 31.4 71800 Net Asset Value Western Asset Mtg Oppty (DMO) .... N NA 16.00 NA 8.4
Equus II (EQS) ................................
Foxby Corp. (FXBY) ........................
N
O
NA
23.84
2.37
NA
NA
NA
104.3
NA
75400 12 mos
Stock Market Prem Yield
GabelliDiv&IncTr (GDV) ................. N 28.97 26.35 – 9.0 32.9 Fund Name (Symbol) Exch NAV Price /Disc 10/31/21
Gabelli Equity Tr (GAB)-h ................. N 6.37 7.13 + 11.9 26.1 64600 70300
GeneralAmer (GAM) ....................... N 50.68 42.58 – 16.0 27.4 Investment Grade Bond Funds
JHancockTaxAdvDiv (HTD) ............ N 24.45 24.51 + 0.2 23.8 65200 Angel Oak Dynmc FS I Trm (DYFN) .. N NA 20.20 NA 7.2
Liberty All-Star Equity (USA)-j .......... N NA 8.32 NA 38.9 Angel Oak FS Inc Trm (FINS) ........... N NA 16.90 NA 7.6
*Herzfeld
Liberty All-Star Growth (ASG)-h ....... N NA 8.98 NA 25.9 57400 60100 BlRck Core Bond (BHK) .................. N 15.63 16.32 + 4.4 5.4
Royce Micro-Cap Tr (RMT) ............. N 13.22 11.45 – 13.4 29.1 Closed-End BR Credit Alloc Inc (BTZ) ................. N 15.09 14.95 – 0.9 6.6
Royce Value Trust (RVT) ................. N 20.64 18.77 – 9.1 29.0 BR Enhcd Govt (EGF) ...................... N 12.76 12.67 – 0.7 3.9
Source Capital (SOR) ...................... N 47.83 45.13 – 5.6 20.2 Average 55000 Insight Select Income (INSI) ........... N 21.52 22.03 + 2.4 3.7
Special Opportunities (SPE) ............ N NA 15.55 NA 30.1 50200 1Q 2Q 3Q 4Q InvescoBond (VBF) ......................... N 20.65 20.60 – 0.2 3.3
Sprott Focus Trust (FUND) .............. O 9.31 9.02 – 3.1 42.4 J Han Income (JHS) ........................ N 15.78 15.54 – 1.5 5.4
Tri-Continental (TY) ........................ N 38.91 35.18 – 9.6 27.1 % Disc/Prem From Net Asset Value MFS Govt Mkts (MGF) .................... N NA 4.28 NA 7.8
Specialized Equity Funds -2 MFS Intmdt (MIN) .......................... N NA 3.56 NA 8.9
Aberdeen Glb Prem Prop (AWP) ..... N 6.74 6.32 – 6.2 32.2 43000 Western Asset Inf-Lk Inc (WIA) ....... N 14.65 14.09 – 3.8 6.4
Aberdeen Std Gl Infra I (ASGI) ......... N 22.27 19.84 – 10.9 16.9 Western Asset Inf-Lk O&I (WIW) .... N NA 13.71 NA 3.0
Adams Natural Resources (PEO) .... N 18.76 16.27 – 13.3 50.8 -4 WA Investment Grade Inc (PAI) ....... N 15.64 16.59 + 6.1 3.5
ASA Gold & Prec Met Ltd (ASA) ....... N 24.77 20.76 – 16.2 7.0 WesternAssetPremBd (WEA) ......... N NA 14.01 NA 5.6
BR Enh C&I (CII) ............................. N 21.91 21.04 – 4.0 30.3 35800 Westn Asst IG Def Opp Tr (IGI) ........ N NA 22.25 NA 3.6
BlackRock Energy & Res (BGR) ...... N 10.96 9.66 – 11.9 37.6 -6 Loan Participation Funds
BlackRock Eq Enh Div (BDJ) ........... N 10.48 9.93 – 5.2 28.4 Apollo Senior Floating (AFT) ........... N NA 16.43 NA 6.4
BlackRock Enh Glbl Div (BOE) ......... N 13.20 11.84 – 10.3 18.5 Dow Industrials BR Debt Strategy (DSU) .................. N 11.60 11.59 – 0.1 6.2
BlackRock Enh Intl Div (BGY) .......... N 6.68 6.15 – 7.9 14.2 28600 -8 BR F/R Inc Str (FRA) ....................... N 13.93 13.51 – 3.0 6.0
BlackRock ESG Cap Alloc (ECAT) .... N 20.72 19.12 – 7.7 NS 1Q 21 2Q 21 3Q 21 4Q 21 1Q 21 2Q 21 3Q 21 4Q 21 BlackRock Floatng Rt Inc (BGT) ...... N 13.52 13.81 + 2.1 5.7
BlackRock Hlth Sci Tr II (BMEZ) ...... N 26.74 24.74 – 7.5 – 4.5 Blackstone Lng-Sh Cr Inc (BGX) ..... N 15.32 14.98 – 2.2 6.5
BlackRock Hlth Sciences (BME) ...... N 46.36 46.74 + 0.8 6.5 The Herzfeld Closed-End Average measures 15 equally-weighted closed-end funds based in the U.S. that invest principally in Blackstone Sr Fl Rt Tm (BSL) .......... N NA 16.61 NA 5.6
BlackRock Innov and Grow (BIGZ) .. N 18.08 16.11 – 10.9 NS Blackstone Strat Cr (BGB) ............... N NA 13.72 NA 6.3
BlackRock Res & Comm (BCX) ....... N 10.05 9.21 – 8.4 40.7 American equities. The net assest value is a weighted average of the funds' NAVs. Source: Thomas J. Herzfeld Advisors Inc., Miami.
BNY Mellon Alct GCI 2024 (DCF) ..... N 9.25 9.31 + 0.6 6.3
BlackRock Sci&Tech Tr II (BSTZ) .... N 42.07 39.67 – 5.7 28.1 305-271-1900/www.herzfeld.com Eagle Point Credit (ECC) .................. N NA 15.10 NA 7.5
BlackRock Sci&Tech Trust (BST) .... N 56.32 51.85 – 7.9 10.9 Eagle Point Income (EIC) ................ N NA 17.88 NA 5.7
BlackRock Utl Inf & Pwr (BUI) ......... N 25.42 25.53 + 0.5 11.4 52 Week 52 Week Eaton Vance F-R 2022 TT (EFL) ....... N NA 9.27 NA 4.3
CLEARBRIDGE ENGY MDS OPP (EMO) N NA 22.62 NA 85.6 EtnVncFltRteInc (EFT)-a .................. N 14.46 14.87 + 2.8 5.4
CLEARBRIDGE MLP&MDSTM TR (CTR) N NA 24.68 NA 81.2 Stock Market Prem Market Stock Market Prem Market
Fund Name (Symbol) Exch NAV Price /Disc Return Fund Name (Symbol) Exch NAV Price /Disc Return EV SenFlRtTr (EFR)-a ....................... N 14.23 14.95 + 5.1 5.7
ClearBridge MLP & Midstm (CEM) .. N NA 28.15 NA 76.6 EVSnrIncm (EVF) ........................... N 6.92 6.80 – 1.7 5.8
Cntr Cst Brkfld MLP&EI (CEN) ......... N 18.13 14.61 – 19.4 67.3 Nuv Real Est (JRS) .......................... A NA 11.78 NA 51.2 VAGI Eqty & Conv Inc (NIE) ............. N NA 31.01 NA 21.1 First Eagle Senior Loan (N/A) .......... N 1.05 NA NA NA
ChnStrInfr (UTF) ............................. N 27.42 27.90 + 1.8 15.5 Nuveen Rl Asst Inc & Gro (JRI) ........ N NA 15.31 NA 26.1 World Equity Funds FT/Sr Fltg Rte Inc 2 (FCT) ................ N 12.30 12.14 – 1.3 9.5
Cohen&SteersQualInc (RQI) ........... N 16.81 16.57 – 1.4 42.0 NuvS&P500DynOvFd (SPXX) ......... N NA 17.80 NA 28.0 AbrdnAusEq (IAF) ........................... A 5.94 6.06 + 2.0 31.4 FT/Sr Fltg Rte 2022 TgTr (FIV) ......... N 9.75 9.71 – 0.4 1.4
Cohen&Steers TotRet (RFI) ............ N 15.52 16.60 + 7.0 38.6 NuvSP500BuyIncFd (BXMX) .......... N NA 14.68 NA 25.6 Aberdeen Emg Mkts Eq Inc (AEF) .... A 8.81 7.93 – 10.0 9.3 Highland Income (HFRO)-a .............. N 13.91 11.13 – 20.0 8.1
CohenStrsREITPrefInc (RNP) ......... N 27.54 26.93 – 2.2 27.1 PIMGlbStkPI (PGP) ........................ N NA 10.71 NA 22.6 Aberdeen Glbl Dyn Div (AGD) .......... N 12.62 12.00 – 4.9 27.8 InvDYCrOpp:AX (VTA) .................... N 12.41 NA NA NA
Columbia Sel Prm Tech Gr (STK) ..... N 34.43 37.31 + 8.4 56.2 ReavesUtilityIncome (UTG) ............ A NA 33.53 NA 7.2 Aberdeen Japan Equity (JEQ) .......... N 10.27 8.85 – 13.8 – 2.1 InvSnrIncTr (VVR) .......................... N 4.68 4.47 – 4.5 5.6
CushingMLPTotRet (SRV)-d ............ N 38.78 32.74 – 15.6 64.9 Salient Midstream & MLP (SMM) ... N NA 6.47 NA 57.7 Aberdeen Tot Dyn Div (AOD) ........... N 10.72 9.74 – 9.1 22.2 Nuveen Credit Strat Inc (JQC) ......... N 6.86 6.43 – 6.3 11.1
Cushing NextGen Inf Inc (SZC) ........ N 55.31 47.59 – 14.0 37.2 Tortoise Energy Ind (NDP)-a ............ N 25.79 22.65 – 12.2 78.1 BlackRock Capital Alloc (BCAT) ...... N 21.07 19.20 – 8.9 – 1.8 NuvFloatRateIncFd (JFR) ................ N 10.40 10.19 – 2.0 6.4
DNP Select Income (DNP) .............. N 9.34 10.86 + 16.3 11.7 Tortoise Enrgy Infra Crp (TYG)-a ...... N 36.21 28.60 – 21.0 53.7 Calamos GloDynInc (CHW) ............. N 9.81 10.08 + 2.8 19.3 NuvFloatRteIncOppty (JRO) ........... N NA 10.01 NA 6.4
Duff&Ph Uti&Infra Inc Fd (DPG) ...... N NA 14.11 NA 29.5 Tortoise Midstream Enrgy (NTG)-a .. N 39.22 31.64 – 19.3 68.1 Cdn Genl Inv (CGI)-y ........................ T 61.78 44.09 – 28.6 42.0 Nuveen Senior Income (NSL) .......... N 6.12 6.01 – 1.8 6.6
EtnVncEqtyInc (EOI)-a ..................... N NA 19.66 NA 34.2 Tortoise Pipelne & Enrgy (TTP)-a ..... N 29.41 24.21 – 17.7 61.9 Central and Eastern Euro (CEE) ....... N 30.48 25.95 – 14.9 16.5 Nuveen Sht Dur Crdt Opp (JSD) ...... N 15.58 14.92 – 4.2 6.5
EtnVncEqtyIncoII (EOS)-a ................ N NA 24.10 NA 23.6 Tortoise Pwr & Engy Infr (TPZ)-a ...... N 15.50 13.43 – 13.4 41.1 China (CHN) ................................... N NA 25.73 NA – 7.3 PionrFltRate Tr (PHD) ..................... N NA 11.93 NA 6.2
EVRskMnDvsEqInc (ETJ)-a ............. N NA 10.89 NA 16.2 VAGIAI & Tech Opptys (AIO) ........... N NA 27.21 NA 25.3 Delaware Enh Gl Div & In (DEX) ....... N 10.73 9.90 – 7.7 10.0
ETnVncTxMgdBuyWrtInc (ETB)-a .... N 15.97 16.48 + 3.2 24.9 High Yield Bond Funds
VDivInt&PremStr (NFJ) .................. N NA 15.70 NA 28.2 EV TxAdvGlbDivInc (ETG)-a ............. N NA 21.77 NA 36.4 Aberdeen Inc Credit Str (ACP) ......... N 10.17 10.97 + 7.9 10.6
EtnVncTxMgdBuyWrtOpp (ETV)-a ... N 15.75 16.14 + 2.5 19.7 Wells Fargo Ut & Hi Inc (ERH) ......... A 12.75 14.63 + 14.7 24.1 EtnVncTxAdvOpp (ETO)-a ................ N NA 30.91 NA 39.2
EvTxMnDvsEqInc (ETY)-a ................ N 14.16 14.65 + 3.5 31.0 AllianceBernGlHiIncm (AWF) .......... N 12.68 12.26 – 3.3 6.3
Income & Preferred Stock Funds Economic Inv Tr (N/A)-cy ................. T 193.68 122.00 – 37.0 23.8 Barings Glb SD HY Bd (BGH) ........... N 17.65 16.65 – 5.7 7.3
EtnVncTxMgdGlbB (ETW)-a ............ N 10.53 10.84 + 2.9 24.0 CalamosStratTot (CSQ) .................. N 18.39 18.87 + 2.6 35.1 European Equity Fund Inc (EEA) ...... N 12.64 10.81 – 14.5 7.4
EVTxMnGblDvEqInc (EXG)-a ........... N 10.08 10.15 + 0.7 32.4 BR Corporate HY (HYT) .................. N 11.90 12.09 + 1.6 7.6
Ecofin S&S Impact Term (TEAF)-a .... N 17.34 14.62 – 15.7 18.5 CohenStrsLtdDurPref&Inc (LDP) ... N 25.45 26.66 + 4.8 14.1 FirstTrAbEmergOp (FEO) ................ N 14.01 14.34 + 2.4 14.8 BlackRock Ltd Dur Inc (BLW) .......... N 16.49 17.02 + 3.2 6.8
First Trust Energy Inc G (FEN) ......... A 14.06 13.90 – 1.1 40.1 CohenStrsSelPref&Income (PSF) ... N 26.18 27.91 + 6.6 14.4 FirstTr Dyn Euro Eq Inc (FDEU) ....... N 14.09 12.42 – 11.9 15.0 BNY Mellon Hi Yield Str (DHF) ......... N 3.21 3.09 – 3.7 7.7
First Tr Enhanced Eq (FFA) .............. N 20.80 20.75 – 0.3 34.4 CohenStrsTaxAvPreSecs&I (PTA) .. N 25.28 23.88 – 5.5 0.4 Gabelli Gl Sm&Mid Cp Val (GGZ) ..... N 17.72 16.08 – 9.3 40.3 Brookfield Real Asst Inc (RA) .......... N 19.75 21.41 + 8.4 10.8
First Tr Specialty Fn (FGB)-a ............. N 4.38 3.98 – 9.1 34.6 Del Div & Inc (DDF) ......................... N 10.75 11.24 + 4.6 35.3 Gabelli Multimedia (GGT)-h ............. N 8.26 9.42 + 14.0 35.5 CrSuisHighYld (DHY) ..................... A NA 2.48 NA 7.6
FirstTrEnergyInfra (FIF) .................. N 15.08 13.28 – 11.9 31.8 Dividend and Income (DNI) ............. N 20.11 14.41 – 28.3 51.7 GDL Fund (GDL) ............................. N 10.58 8.96 – 15.3 8.4 CSAM Income Fd (CIK) ................... A NA 3.42 NA 7.7
FirstTrMLPEner&Inc (FEI) .............. N 7.99 7.26 – 9.1 29.7 FirstTrIntDurPref&Inc (FPF) ........... N 24.37 24.67 + 1.2 15.5 Herzfeld Caribb (CUBA) .................. O 6.31 5.43 – 13.9 19.1 DELAWARE IVY HIGH INCOPP (IVH) N 14.71 13.70 – 6.9 6.2
Gab Gl Util & Inc (GLU)-h ................. A 20.04 19.92 – 0.6 19.7 JHanPrefInc (HPI) .......................... N 20.09 20.76 + 3.3 16.3 Highland Global Alloc (HGLB)-a ....... N 11.49 8.93 – 22.3 62.4 DoubleLine Inc Sol (DSL) ................ N NA 16.64 NA 7.7
Gabelli Healthcare (GRX)-h .............. N 14.73 13.09 – 11.1 20.7 JHPrefIncII (HPF) ........................... N 19.84 21.15 + 6.6 23.6 India Fund (IFN) .............................. N 24.52 22.22 – 9.4 32.5 DoubleLine Yld Opps (DLY) ............ N NA 18.57 NA 7.2
Gab Utility (GUT)-h .......................... N 4.17 8.22 + 97.1 23.5 HnckJPfdInco III (HPS) .................. N 17.73 18.78 + 5.9 19.3 J Han Hdgd Ety & Inc (HEQ) ............ N 12.90 13.10 + 1.6 26.8 First Tr Hi Inc Lng/Shrt (FSD) .......... N 15.85 15.53 – 2.0 8.2
GAMCOGlGold&NatRes (GGN) ....... A 3.85 3.78 – 1.8 21.9 J Han Prm (PDT) ............................. N 14.43 17.22 + 19.3 33.1 JHancockTaxAdv Gl Sh Yld (HTY) ... N 6.35 6.66 + 4.9 32.6 First Trust HY Opp:2027 (FTHY) ...... N 20.21 20.48 + 1.3 7.1
GAMCO NR GLD & INC TR (GNT) .... N 5.90 5.25 – 11.0 13.6 LMP CapInco (SCD) ........................ N NA 14.47 NA 37.5 Japan Smaller Cap (JOF) ................. N 9.61 8.07 – 16.0 – 12.1 Franklin Univ (FT) ........................... N 8.65 8.19 – 5.3 5.4
J Han Finl Opptys (BTO) .................. N 40.02 42.27 + 5.6 57.1 Nuveen Multi-Asset Inc (NMAI) ...... N NA 18.11 NA NS Korea (KF) ...................................... N NA 39.20 NA 10.2 InvHighIncTrII (VLT) ...................... N 14.42 14.21 – 1.5 7.9
Macquarie/FirstTr Gl (MFD)-a .......... N 10.26 9.50 – 7.4 24.6 Nuveen Pref & I 2022 Trm (JPT) ...... N NA 24.25 NA 8.2 LazardGlbTotRetInc (LGI) ............... N 21.08 20.38 – 3.3 26.8 KKR Income Opportunities (KIO) .... N NA 16.20 NA 7.5
Madison CovCall & Eq Str (MCN) .... N 7.51 7.97 + 6.1 36.7 Nuveen Pref & Inc Opp (JPC) .......... N NA 9.39 NA 11.4 MexicoEqandIncmFd (MXE) ........... N 9.75 7.89 – 19.1 – 14.7 MFS IntmdHgInc (CIF) .................... N NA 2.97 NA 7.4
Neuberger Brmn MLP & EI (NML) ... N 6.59 5.20 – 21.1 61.5 Nuveen Fd (JPS) ............................. N NA 9.28 NA 5.6 Mexico (MXF) ................................. N NA 13.80 NA 9.8 NeubHgYldStrt (NHS) ..................... N 12.00 12.50 + 4.2 8.2
Neuberger Nxt Gen Conn (NBXG) .... N 20.52 18.50 – 9.8 NS Nuveen Pref & Inc Term (JPI) .......... N NA 24.93 NA 13.5 Miller/Howard High Inc E (HIE)-a ...... N 10.74 9.82 – 8.6 34.7 New Amer Hi Inc (HYB) ................... N 9.70 9.55 – 1.5 6.2
NubrgrRlEstSec (NRO) ................... A 5.17 4.98 – 3.7 27.3 TCW Strat Income (TSI) .................. N NA 5.69 NA 3.3 MS ChinaShrFd (CAF)-J ................... N 23.81 21.05 – 11.6 – 0.4 Nuveen CI 2023 Target (JHAA) ........ N NA 9.95 NA 4.3
Nuv Dow 30 Dyn Overwrite (DIAX) .. N NA 17.31 NA 24.0 Convertible Sec's. Funds MS India (IIF) .................................. N 31.28 26.04 – 16.8 31.2 Nuveen Crdt Opps 2022 TT (JCO) .... N NA 8.11 NA 6.1
NuvCorEqAlpha (JCE) ..................... N NA 16.94 NA 39.9 AdvntCnvrtbl&IncFd (AVK) ............. N 19.26 18.21 – 5.5 24.0 MS CBRE Gl In Mg (MEGI) .............. N NA 20.24 NA NS Nuveen Global High Inc (JGH) ......... N NA 15.62 NA 7.8
Nuveen Nasdaq 100 Dyn Ov (QQQX) N NA 29.77 NA 24.6 Bancroft Fund Ltd (BCV)-a ............... A 28.87 28.40 – 1.6 19.3 New Germany (GF) ......................... N 21.04 18.66 – 11.3 21.4 PGIM Global High Yield (GHY) ........ N NA 15.05 NA 8.0
CalamosConvHi (CHY) ................... N 15.90 16.11 + 1.3 28.2 New Ireland (IRL) ........................... N 13.87 12.32 – 11.2 31.5 PGIM High Yield Bond (ISD) ........... N NA 15.80 NA 7.6
a-NAV and market price are ex dividend. b-NAV is fully diluted. c- CalmosConvOp (CHI) ..................... N 15.04 15.34 + 2.0 29.8 RENN Fund (RCG) .......................... A NA 2.82 NA 79.5 PGIM Sh Dur Hi Yld Opp (SDHY) ..... N NA 18.10 NA NS
NAV is as of Thursday’s close. d-NAV is as of Wednesday’s close. Ellsworth G&I Fund Ltd (ECF)-a ........ A 13.47 12.81 – 4.9 14.0 Royce Global Value Trust (RGT) ...... N 16.69 15.70 – 5.9 15.7 PioneerHilncm (PHT) ..................... N NA 9.95 NA 7.8
Gabelli Conv Sec (GCV) ................... N 6.52 6.53 + 0.2 20.1 Swiss Helvetia (SWZ) ..................... N 11.01 9.41 – 14.5 17.2 Wells Fargo Income Oppty (EAD) .... A 8.93 8.78 – 1.7 7.6
e-NAV assumes rights offering is fully subscribed. f-Rights offering Templeton Dragon (TDF) ................ N 19.63 17.61 – 10.3 – 7.3 WstAstHIF II (HIX) .......................... N 6.79 7.05 + 3.8 8.0
HiIncBd (PCF) ................................. N 8.80 8.63 – 1.9 17.7
in process. g-Rights offering announced. h-Lipper data has been ad- VAGI Conv & Inc II (NCZ) ................ N NA 5.17 NA 17.9 Templeton Em Mkt (EMF) ............... N 18.59 16.67 – 10.3 – 2.9 Western Asset Hi Inc Opp (HIO) ...... N 5.28 5.08 – 3.8 7.0
justed for rights offering. j-Rights offering has expired, but Lipper VAGI Conv & Inc (NCV) ................... N NA 5.81 NA 17.4 United Corps Ltd (UNC)-cy ............... T 186.16 110.86 – 40.4 12.4 Western Asset Hi Yld D O (HYI) ....... N NA 15.35 NA 7.0
data not yet adjusted. l-NAV as of previous day. o-Tender offer in VAGI Con & Inc 2024 (CBH) ............ N NA 10.17 NA 10.2 Wells Fargo Gl Div Oppty (EOD) ....... N 6.00 5.81 – 3.2 33.8 Other Domestic Taxable Bond Funds
process. Source: Lipper VAGI Dvs Inc & Conv (ACV) ............. N NA 34.58 NA 23.8 U.S. Mortgage Bond Funds Apollo Tactical Income (AIF) ........... N NA 15.46 NA 6.6
THREE YEAR TED SPREAD Market Sentiment LAST +1.40

Citigroup Panic/Euphoria Model
TED Spread = 3-mth LIBOR – 3-mth T-bill rate 2.1
1.5
Euphoria
1.4 1.4
1.3
1.2
0.7
1.1
1.0
0.9 0
0.8
0.7 -0.7
0.6 Panic
Friday's Close 0.12
0.5 -1.4
0.4
0.3 -2.1
0.2 O N D J F M A M J J A S O N
0.1 The panic/euphoria model is a gauge of investor sentiment. It identifies "Panic" and "Euphoria" levels which are statistically driven buy and
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 sell signals for the broader market. Historically, a reading below panic supports a better than 95% likelihood that stock prices will be
18 20 21 higher one year later, while euphoria levels generate a better than 80% probability of stock prices being lower one year later.
Source: Citigroup Investment Research - US Equity Strategy
Market Laboratory
DJ HALF-HOURLY AVERAGES THE DOW JONES AVERAGES TRADING DIARY
Market Advance/Decline Volumes
Dow Jones 30 Industrial (divisor: 0.15172752595384) Week's Daily Nov 22 23 24 25 26
Daily Nov 22 23 24 25 26 COMPONENTS Change INDUSTRIALS
37025 NY Up 521,587 503,573 421,737 ... 69,211
3M -3.71 NY Off 415,507 384,525 314,601 ... 668,462
Open (t) 35726.41 35639.08 35612.06 … 35036.03
Open (a) 35631.41 35619.92 35752.31 … 35366.69 American Express -16.72 NY Up - Composite 2,385,047 2,360,653 2,022,425 ... 345,207
NY Off - Composite 2,044,618 1,925,652 1,354,253 ... 3,127,590
10:00 35883.38 35708.96 35662.94 … 34923.12 Amgen -4.99 NYSE Amer UP 9,684 7,692 11,664 ... 3,401
10:30 35852.17 35586.29 35725.80 … 34940.23 Apple -3.74 NYSE Amer Off 16,089 9,590 4,723 ... 13,605
11:00 35850.27 35578.64 35712.96 … 34888.53
11:30 35899.70 35661.98 35757.54 … 34788.80 Boeing -14.92 36450 NASD Up 2,013,264 2,594,197 2,864,215 ... 1,002,084
NASD Off 3,384,484 2,758,846 1,189,228 ... 2,437,115
12:00 35802.84 35655.08 35709.38 … 34828.37 Caterpillar -1.71 NYSE Arca UP 88,836 124,833 90,164 ... 44,802
12:30 35834.69 35654.86 35704.82 … 34984.73 Chevron 2.60 NYSE Arca Off 157,199 129,766 100,042 ... 284,080
1:00 35794.26 35601.11 35769.23 … 34899.34 % (QCHA) –.21 –.20 +.29 –1.96
1:30 35813.20 35653.95 35781.49 … …. Cisco Systems 1.42
% (QACH) –1.16 –.43 +1.34 –2.19
2:00 35814.09 35718.78 35752.75 … …. Coca-Cola -1.40 35875 % (QCHAQ) –1.46 –.53 +1.15 –1.75
2:30 35838.25 35723.55 35714.98 … …. Disney -5.89 Market Advance/Decline Totals
3:00 35889.04 35800.66 35758.08 … ….
3:30 35868.85 35755.75 35814.79 … ….
Dow 0.26 Week ended last Friday compared to previous Friday
Close 35619.25 35813.80 35804.38 … 34899.34 Goldman Sachs 2.00 Weekly Comp. NYSE NYSE Amer Nasdaq NYSE Arca
High (t) 36228.89 36026.19 36004.77 … 35386.79 Home Depot -5.99 Total Issues 3,611 292 5,150 1,786
Low (t) 35390.84 35323.45 35399.54 … 34540.57 35300 Advances 815 76 1,177 221
Honeywell Intl -10.28 Declines 2,714 209 3,793 1,553
High (a) 35929.66 35841.52 35825.47 … 35366.69
Low (a) 35615.55 35542.87 35591.03 … 34749.80 IBM -0.24 Unchanged 82 7 180 12
New Highs 225 9 334 203
Change +17.27 +194.55 –9.42 … –905.04 Intel -0.74 New Lows 341 37 885 249
Theoretical (t): High 36228.89 Low 34540.57 Johnson & Johnson -3.69
Actual (a): High 35929.66 Low 34749.80 NYSE Composite Daily Breadth
JPMorgan Chase 1.01 34725 Daily Nov 22 23 24 25 26
Dow Jones 20 Transport (divisor: 0.15940892238725) McDonald's -1.94 Issues Traded 3,526 3,528 3,430 ... 3,432
Advances 1,541 1,592 1,807 ... 469
Open (t) 16575.42 16738.34 16788.33 … 16306.18 Merck -1.54 Declines 1,842 1,819 1,485 ... 2,857
Open (a) 16534.46 16755.00 16861.29 … 16568.73 Unchanged 143 117 138 ... 106
Microsoft -13.43 New Highs 135 63 73 ... 20
10:00 16772.06 16832.55 16820.75 … 16188.48
Nike Cl B -6.86 34150 New Lows 129 177 87 ... 202
10:30 16803.86 16785.16 16848.01 … 16252.22 Blocks - primary 4,646 4,392 3,739 ... 4,089
11:00 16819.84 16772.21 16825.31 … 16224.94 Procter & Gamble 0.65 Total (000) - primary 943,077 894,976 745,551 ... 740,637
11:30 16902.46 16784.85 16797.78 … 16157.47 Total (000) 4,455,008 4,318,451 3,425,414 ... 3,485,474
Salesforce.com -16.96
12:00 16783.26 16812.07 16766.56 … 16138.76 NYSE American Composite
12:30 16835.32 16843.35 16764.16 … 16255.52 Travelers Cos 1.13
Daily Nov 22 23 24 25 26
1:00 16798.93 16809.62 16812.19 … 16215.65 UnitedHealth Group -0.09 33575 Issues Traded 282 280 276 ... 267
1:30 16862.04 16774.21 16839.40 … …. Verizon Communications 0.94 Advances 100 111 152 ... 42
2:00 16849.84 16790.50 16825.84 … …. Declines 173 149 106 ... 215
Visa Cl A -3.21 Unchanged 9 20 18 ... 10
2:30 16886.32 16809.22 16842.88 … …. NOTICE TO READERS: New Highs 6 4 3 ... 1
3:00 16879.00 16863.73 16856.25 … …. Walgreens Boots Alliance -1.08 New Lows 23 21 7 ... 11
Blocks - primary 201 167 144 ... 172
3:30 16829.30 16848.40 16840.90 … …. Walmart 2.51 Total (000) - primary 25,932 18,792 17,261 ... 18,307
Close 16739.03 16874.53 16826.22 … 16215.65 Sign up for the Weekly 33000 Total (000) 473,121 291,498 315,823 ... 237,314
High (t) 17029.10 16990.83 16967.37 … 16455.76
Low (t) 16503.66 16594.84 16680.03 … 15983.08 Market Lab Newsletter: Nasdaq
TRANSPORTATION
High (a) 16946.11 16895.33 16889.11 … 16568.73
Alaska Air Group -3.29 barrons.com/newsletters 18500 Daily
Issues Traded
Nov 22
4,960
23
4,927
24
4,770
25
...
26
4,742
Low (a) 16534.46 16713.25 16761.31 … 16102.42
Advances 1,716 1,955 2,701 ... 910
Change +221.57 +135.50 –48.31 … –610.57 American Airlines Group -1.53 Declines 3,027 2,734 1,838 ... 3,615
18000
Theoretical (t): High 17029.10 Low 15983.08 Avis Budget Group 2.66 Please visit the new Unchanged
New Highs
217
213
238
103
231
65
...
...
217
34
Actual (a): High 16946.11 Low 16102.42 CH Robinson Worldwide 0.01 Market Lab home page 17500
New Lows
Blocks - primary
554
30,184
527
28,750
275
22,843
...
...
347
19,333
Dow Jones 15 Utilities (divisor: 1.29685261171310) CSX -0.51 on barrons.com under Total (000) 5,457,530 5,404,670 4,144,236 ... 3,479,353
Open (t) 913.77 922.12 923.13 … 915.71 Delta Air -3.31
Open (a) 914.22 921.78 922.95 … 919.53 Data. 17000 NYSE Arca Composite
Expeditors Intl of Wash -4.90 Daily Nov 22 23 24 25 26
10:00 915.07 918.71 918.67 … 915.39
FedEx -4.54 www.barrons.com/ Issues Traded 1,645 1,665 1,618 ... 1,631
10:30 915.53 922.27 921.02 … 914.75
market-data/market-lab 16500 Advances 537 745 848 ... 269
11:00 919.52 927.29 920.65 … 915.73 JB Hunt Transport 0.31 Declines 1,088 900 749 ... 1,353
11:30 922.53 925.95 920.16 … 908.43 Unchanged 20 20 21 ... 9
JetBlue Airways -0.78 New Highs 166 15 36 ... 8
12:00 924.79 927.22 920.65 … 907.57 16000 New Lows 101 116 95 ... 117
12:30 922.28 925.25 922.29 … 909.90 Kansas City Southern -9.56 Blocks - primary 1,068 990 796 ... 1,223
1:00 920.94 923.30 924.09 … 906.95 Kirby Corp -0.65 Total (000) - primary 246,442 255,424 191,906 ... 328,994
15500 Total (000) 1,286,535 1,344,696 1,002,398 ... 1,558,063
1:30 918.76 924.45 924.67 … …. Landstar System -1.89
2:00 921.31 924.52 925.10 … ….
2:30 921.29 924.12 923.45 … ….
Matson -6.80 15000
3:00 922.54 923.68 924.68 … …. Norfolk Southern -4.07 OTHER MARKET INDEXES
3:30 923.72 922.71 924.74 … …. Ryder System 1.15 14500 Daily 11/22 11/23 11/24 11/25 11/26
Close 921.50 922.66 922.85 … 906.95 Southwest Airlines -1.87 NYSE Amer Comp 3417.00 3461.30 3510.93 ... 3393.99
High (t) 927.90 929.92 927.33 … 922.16 AmMajorMkt 3075.42 3091.74 3100.54 ... 3010.99
Low (t) 909.31 915.87 916.49 … 904.69 Union Pacific -1.52 14000 BNY ADR Idx 161.28 161.35 161.10 ... 156.90
High (a) 926.19 928.57 925.31 … 921.73 United Airlines -3.85 Europe 143.31 143.93 143.30 ... 139.51
Low (a) 912.25 917.56 917.64 … 905.18 United Parcel Service B -3.17 Latin Am 171.84 174.51 175.75 ... 172.07
Change +7.11 +1.16 +.19 … –15.90 13500 Asia 218.08 216.62 216.91 ... 211.28
Theoretical (t): High 929.92 Low 904.69 Emerg M 357.44 355.47 356.64 ... 346.19
UTILITIES DJ US TSM Float 48284.07 48305.06 48443.39 ... 47329.19
Actual (a): High 928.57 Low 905.18
975 Nasdaq Cmp 15854.76 15775.14 15845.23 ... 15491.66
AES -0.75 100 Index 16380.98 16306.72 16367.81 ... 16025.58
Dow Jones 65 Composite (divisor: 0.76726805410364)
American Elec Power -0.83 Indus. 11879.84 11803.84 11827.59 ... 11566.81
Open (t) 12053.13 12083.82 12090.56 … 11863.94 Insur. 11536.61 11586.91 11577.71 ... 11225.66
Open (a) 12026.59 12082.91 12133.15 … 11990.34 American Water Works -3.07 Banks 5134.50 5187.57 5166.96 ... 4924.35
10:00 12127.21 12111.44 12099.83 … 11816.62 Atmos Energy -1.52 950 Computer 12058.60 11995.80 12071.47 ... 11765.64
10:30 12128.43 12083.36 12121.89 … 11832.16 Telecom 480.89 485.15 484.77 ... 478.85
Consolidated Edison 0.64 NYSE Comp.-z 16945.78 17007.90 17036.81 ... 16624.87
11:00 12138.12 12087.63 12114.01 … 11817.92
11:30 12170.15 12104.48 12116.27 … 11771.84 Dominion Energy -0.52 Financial-z 10177.93 10308.64 10326.09 ... 9970.89
12:00 12130.05 12110.91 12101.08 … 11774.34 Duke Energy 0.86 925 Health Care-z 22848.35 22884.92 22871.82 ... 22663.50
Energy-z 9020.41 9279.84 9348.75 ... 8956.72
12:30 12142.92 12114.04 12102.46 … 11833.45 Edison Intl 0.04 Russell 1000 2615.43 2617.05 2624.75 ... 2566.61
1:00 12125.09 12093.12 12128.23 … 11803.29 2000 2331.35 2327.86 2331.46 ... 2245.94
1:30 12138.28 12098.15 12137.27 … ….
Exelon -0.18 3000 2764.51 2765.86 2773.75 ... 2709.73
2:00 12140.22 12114.46 12129.51 … …. FirstEnergy -0.62 900 Value-v 1619.07 1629.34 1628.68 ... 1592.19
Growth-v 3068.67 3055.24 3073.27 ... 3005.88
2:30 12152.54 12118.63 12122.79 … …. NextEra Energy -2.22 MidCap 3328.21 3325.86 3339.44 ... 3259.74
3:00 12163.18 12144.45 12136.16 … ….
Public Service Enterprise 0.57 S&P 100 Index 2163.46 2166.17 2170.75 ... 2122.40
3:30 12150.86 12130.74 12144.29 … ….
Close 12078.99 12147.58 12135.99 … 11803.29 Sempra -1.08 875 500 4682.94 4690.70 4701.46 ... 4594.62
Ind. 6570.29 6566.59 6585.37 ... 6445.11
High (t) 12270.63 12226.01 12212.51 … 11975.29 Southern -0.63 MidCap 2875.24 2873.39 2870.15 ... 2779.41
Low (t) 11964.32 11981.02 12014.82 … 11680.21 SmallCap 1432.64 1433.01 1429.52 ... 1376.33
Xcel Energy -0.34 Value Line(A) 9957.17 9969.64 9975.46 ... 9690.31
High (a) 12183.66 12158.21 12149.31 … 11990.34
Low (a) 12026.59 12056.39 12084.62 … 11759.11
850 Value Line(G) 678.07 678.77 679.04 ... 659.44
May Jun Jul Aug Sep Oct Nov DJ US Small TSM 15705.02 15680.48 15712.45 ... 15184.88
Change +61.47 +68.59 –11.59 … –332.70
(A)-Arithmetic Index. (G)-Geometric Index.
Theoretical (t): High 12270.63 Low 11680.21 Note: Theoretical highs and lows are shown. (v)-Value 1000 and Growth 1000. (y)-Dec. 31,1965=50. (z)-Dec.
Actual (a): High 12183.66 Low 11759.11 31,2002=5000.
Market Laboratory
INDEXES' P/ES & YIELDS PER SHARE VALUES OF STOCKS IN THE DOW BARRON'S 50-STOCK AVERAGE
JONES AVERAGES
DJ latest 52-week earnings and dividends adjusted by Dow Divisors at Friday's close. S&P Dec. 4-quarter's GAAP earnings as This index is a weighted average of 50 leading issues.
reported and indicated dividends based on Friday close.S&P 500 P/E ratios based on GAAP earnings as reported. For additional This is a list of the Dow Jones trailing 52-week diluted Useful in security valuation. Source: Barron's Stats
earnings series, please refer to www.spglobal.com. DJ latest available book values for FY 2020 and 2019, and S&P latest for 2020 and share earnings, dividends and book values as reported
2019. r-Revised data Nov 24 Nov 18 Nov Yr-to-Yr
by the company. Bolded numbers indicate new values. 2021 2021 2020 % Chg
Last Prev. Year Last Prev. Year
Week Week Ago Week Week Ago Sources Barron's Stats and FactSet.
S&P 500 Index 4701.46 4704.54 3566.92 31.81
DJ Ind Avg 34899.34 35601.98 29910.37 Divs Yield % 3.07 3.04 3.16 Industrial Stocks Barron's 50 Index 11629.20 11578.16 9600.31 21.13
Divs $ 27.86 27.82 27.63 Book Book
P/E Ratio 21.72 22.15 29.51 Earns Divs. Value Earns Divs. Value Projected quarterly earn 148.17 141.49 98.84 49.91
Earns Yield % 4.60 4.51 3.39 Mkt to Book 2.31 2.33 2.33
Earns $ 1607.09 1607.09 1013.70 Book Value $ 392.45 392.45 374.40 Am Exp 9.57 1.72 28.55 Johnson&John 6.69 4.19 24.04 Annualized projected earn 592.66 565.97 395.36 49.91
Amgen 9.71 7.04 16.27 JPMorgChase 15.81 3.70 81.75
Divs Yield % 1.78 1.74 1.98 S&P 500 Index 4594.62 4697.96 3638.35 Apple 5.62 0.865 3.85 McDonalds 9.70 5.16 (10.50)
Annualized projected P/E 19.62 20.46 24.3 –19.23
Divs $ 621.06 620.74 592.47 P/E Ratio 28.94 29.59 36.67 Boeing (14.76) Suspended (31.45) Merck Co 2.83 2.60 10.01 Five-year average earn 406.58 405.24 394.05 3.18
Mkt to Book 5.33 5.44 4.47 Earns Yield % 3.46 3.38 2.73 Caterpillar 8.35 4.28 28.11 Microsoft 8.94 2.30 18.88 Five-year average P/E 28.60 28.57 24.4 17.40
Book Value $ 6543.35 6543.35 6688.86 Earns $ 158.75 158.75 99.23 Chevron Corp 5.18 5.31 68.40 Nike Inc 3.77 1.10 8.09
Cisco Sys 2.69 1.47 8.95 Proc Gam 5.47 3.40 18.73 Year-end earn 421.41 414.74 348.41 20.95
DJ Trans Avg 16215.65 16517.46 12561.43 Divs Yield % 1.34 1.31 1.59
P/E Ratio 29.06 29.60 0.00 Divs $ 61.57 61.54 57.85
Coca Cola 2.04 1.67 4.49 3M Co 10.19 5.92 22.27 Year-end P/E 27.60 27.92 27.6 0.15
Disney Walt 1.10 0.00 46.18 Salesforce.com 2.49 0.00 45.15
Earns Yield % 3.44 3.38 0.00 Mkt to Book 4.95 5.07 3.98 Dow 7.71 2.80 16.73 Travelers Cos 14.06 2.36 115.69 Year-end earns yield, % 3.62 3.58 3.6 –0.21
Earns $ 558.00 558.00 (94.29) Book Value $ 927.52 927.52 914.49 Goldman Sachs 60.63 5.75 246.24 UnitedHealth Grp 16.12 5.40 69.23 Best grade bond yields, % 1.84 1.68 1.44 28.00
Divs Yield % 1.01 0.99 1.21 Home Depot 14.96 6.45 3.06 Verizon 5.33 2.5225 16.39
S&P Ind Index 6445.11 6609.80 5118.15 Honeywell 7.78 3.77 25.19 Visa 5.63 1.335 14.65 Bond yields/stock ylds, % 0.51 0.47 0.40 28.15
Divs $ 164.20 164.20 152.52 P/E Ratio 35.21 36.11 42.22
Mkt to Book 5.48 5.59 3.71
IBM 5.29 6.55 23.07 Walgreens 2.93 1.89 23.84 Actual year-end divs 220.60 220.60 223.36 –1.23
Earns Yield % 2.84 2.77 2.37 Intel 5.15 1.39 19.95 Wal-mart 2.86 2.19 28.69
Book Value $ 2957.33 2957.33 3389.19 Earns $ 183.06 183.06 121.22
Actual yr-end divs yld, % 1.90 1.91 2.33 –18.52
Transportation Stocks
DJ Utility Avg 906.95 914.39 873.18 Divs Yield % 1.20 1.17 1.43 Alaska Air Group 0.16 Suspended 24.05 KC Southern 1.02 2.11 44.50
P/E Ratio 29.65 29.89 23.65 Divs $ 77.34 77.33 73.19 American Airlines (5.50) Suspended (11.05) Kirby Corp (3.93) Nil 51.37
Earns Yield % 3.37 3.35 4.23 Mkt to Book 6.88 7.06 5.42 Avis Budget Grp 2.54 Nil -2.21 Landstar Sys 8.69 0.92 18.02 STOCK VOLUME
Earns $ 30.59 30.59 36.93 Book Value $ 936.72 936.72 944.26 C.H. Robinson 5.65 2.04 14.00 Matson Inc 14.19 1.06 22.25
CSX Corp 1.59 0.365 17.18 Norf Southern 11.64 4.16 58.67 Last Prev. Year YOY
Delta Air Lines (0.13) Suspended 2.40 Ryder Sys 6.72 2.26 41.98 Week Week Ago % Chg
144 FILINGS Expeditors Int'l 6.76 1.10 15.71 Southwest Air (0.05) 0.00 15.03
NYSE(a) 3,324,242 4,153,333 3,678,198 -9.62
FedEx 19.45 2.80 90.40 Un Pacific 9.34 4.08 25.26
Hunt (JB) 6.30 1.18 24.61 UPS 7.42 4.07 0.76 30 Dow Inds (b) 1,426,664 1,800,604 1,326,602 7.54
SEC Form 144 must be filed by holders of restricted securities (also called letter stock) who intend to sell shares. Shares Indi- JetBlue Air (1.52) Nil 12.50 United Airlines (10.58) Nil 19.11 20 Dow Trans (b) 467,841 447,894 719,954 -35.02
cated: the number to be sold. Sales Date: the approximate date of the sale. (Sometimes shares aren't sold, even though their owner 15 Dow Utils (b) 142,115 206,702 185,142 -23.24
Utility Stocks 65 Dow Stks (b) 2,036,621 2,455,201 2,231,698 -8.74
has filed a Form144.) Source: Thomson Reuters AES Corp. (0.21) 0.602 3.96 Exelon 0.99 1.53 33.39
Am Elec 4.79 3.00 41.38 FirstEnergy 2.03 1.56 13.32
NYSE American (a) 80,311 105,018 101,574 -20.93
Shares Sale American Water Works 4.20 2.3575 35.60 NextEra Energy 1.20 1.54 18.63 Nasdaq(d) 18,544,410 25,552,310 19,635,658 -5.56
Company Sym Indicated $ Value Date Seller Title Atmos Energy 5.16 2.555 53.95 Xcel Energy 2.92 1.8025 27.12 NYSE 15 Most Active
Endeavor EDR 725,000 19,300,000 10/29/21 Emanuel, Ari AF Con Ed 3.36 3.09 55.11 Pub Sv Ent (1.32) 2.02 31.71 Average Price 28.76 34.36 23.02 24.93
Dominion Energy 3.17 2.52 29.44 Sempra Energy 3.64 4.345 70.11 % Tot Vol 15.65 14.39 23.84 -34.35
Confluent CFLT 465,000 41,854,650 11/15/21 Kreps, Edward AF Duke Energy 3.83 3.90 59.82 Southn Co. 2.97 2.62 25.45
Doubleverify DV 390,940 12,405,142 11/18/21 Mclaughlin, Matthew UT Stock Offerings $(z,v) 1,136,200 r15,186,200 2,646,100 -57.06
Edison Int'l 1.33 2.625 37.08
Doubleverify DV 301,695 9,730,512 11/19/21 Mclaughlin, Matthew UT Daily Stock Volume
Cs Disco
Exelon
LAW
EXC
300,000
285,000
15,375,000
15,258,900
11/16/21
11/19/21
Camara, Kiwi
Crane, Christopher
AF
AF Coming U.S. Auctions Daily 11/22 11/23 11/24 11/25 11/26
Axon Enterprise AXON 271,619 45,471,737 11/16/21 Smith, Patrick AF Yields (%) NYSE(a) 943,077 894,976 745,551 ... 740,637
Planet Fitness PLNT 261,898 24,124,466 11/15/21 Rondeau, Christopher O 30 Inds (b) 420,805.3 392,524.1 287,941.3 ... 325,393.6
Day When Last 20 Trans (b) 96,193.9 88,930.6 74,894.9 ... 207,821.7
Cerevel Therapeutics CERE 258,634 9,698,775 11/17/21 Yi, Kathy UT Issued* Auction
Marvell Technology MRVL 224,957 16,327,814 11/15/21 Hussain, Muhammad UT 15 Utils (b) 45,746.6 37,035.2 32,704.1 ... 26,629.4
M 65 Stks (b) 562,745.8 518,489.9 395,540.3 ... 559,844.8
NYSE Amer(a) 25,932 18,792 17,261 ... 18,327
THE WEEK IN STOCKS FOR THE MAJOR INDEXES $57.0 bil 3-month 0.055 0.050 Nasd(d) 5,457,530 5,404,670 4,144,236 .... 3,537,974
$51.0 bil 6-month 0.085 0.070 NYSE 15 Most Active
12-Month Weekly Friday Weekly 12-Month Change From
High Low High Low Close Chg. % Chg. Chg. % Chg. 12/31 % Chg. Avg. Price 33.27 20.93 30.27 .... 28.96
T % Tot Vol 17.00 16.16 17.01 .... 17.31
Dow Jones Indexes $34.0 bil
36432.22 29638.64 30 Indus 35813.80 34899.34 34899.34 –702.64 –1.97 4988.97 16.68 4292.86 14.03 1-year 0.178 0.160 Numbers in thousands save price and percentages. (a) Primary
volume. (b) Composite volume. (d) as of 4:10 pm. (r) Revised. (v)
17039.38 12087.99 20 Transp 16874.53 16215.65 16215.65 –301.81 –1.83 3654.22 29.09 3708.72 29.65 * As of Friday afternoon. W/E Thursday. (z) Source: Refinitiv.
952.62 795.61 15 Utilities 922.85 906.95 906.95 –7.44 –0.81 33.77 3.87 42.31 4.89
12246.68 9877.01 65 Comp 12147.58 11803.29 11803.29 –214.23 –1.78 1805.46 18.06 1694.58 16.76
Dow Jones Indexes
48824.98 37581.62 US TSM Float 48443.39 47329.19 47329.19 –1199.41 –2.47 9529.83 25.21 8109.57 20.68 DELTA MARKET SENTIMENT INDICATOR
1180.53 910.28 US Market 1174.20 1148.07 1148.07 –28.05 –2.39 233.31 25.50 200.73 21.19 DAILY CBOE VIX INDEX
The Delta MSI measures the position of a representative set of stocks
1144.05 930.78 Internet 1079.50 1066.19 1066.19 –44.22 –3.98 126.41 13.45 104.62 10.88 relative to an intermediate-term moving average crossover (MAC) Week
New York Stock Exchange point. When greater than 50% of the stocks followed are above this Ended Open High Low Last Chg.
17310.51 14006.47 Comp-z 17036.81 16624.87 16624.87 –349.09 –2.06 2426.38 17.09 2100.07 14.46 MAC point, the market is bullish. When the indicator is below 50%,
10670.71 7887.93 Financial-z 10326.09 9970.89 9970.89 –184.54 –1.82 1939.58 24.15 1678.04 20.23 risk is elevated and stock exposures should be reduced. Manger uses 2021
23419.47 19342.10 Health Care-z 22884.92 22663.50 22663.50 –338.33 –1.47 3321.40 17.17 2617.83 13.06 discretion on asset allocation when MSI is at 50% +/- 3%.
Nov. 25 26.62 28.99 23.88 28.62 + 10.04
9762.71 6232.84 Energy-z 9348.75 8956.72 8956.72 33.44 0.37 2344.24 35.45 2453.94 37.74 Last 2 Weeks 3 Weeks
NYSE American Stock Exchange Current Sentiment Week Ago Ago 24 19.17 20.96 18.52 18.58 – 0.73
3537.87 2224.30 NYSE Amer Comp 3510.93 3393.99 3393.99 –41.22 –1.20 1101.35 48.04 1033.09 43.76 23 20.24 20.91 19.03 19.31 + 0.14
3185.92 2646.30 Major Mkt 3100.54 3010.99 3010.99 -67.58 –2.20 336.15 12.57 263.97 9.61 BULLISH 63.0% 71.4% 70.2%
Current Market Exposure: 100% Equities, 0% Bonds, 0% Cash
22 18.20 19.59 17.35 19.17 + 1.26
Standard & Poor's Indexes
2172.14 1658.77 100 Index 2170.75 2122.40 2122.40 –49.48 –2.28 456.53 27.40 401.90 23.36 Source: Delta Investment Management 19 17.36 19.01 17.23 17.91 + 0.32
4704.54 3621.63 500 Index 4701.46 4594.62 4594.62 –103.34 –2.20 956.27 26.28 838.55 22.33 www.deltaim.com, (415) 249-6337
6611.19 5106.93 Indus 6585.37 6445.11 6445.11 –164.69 –2.49 1326.96 25.93 1147.83 21.67
2910.70 2168.50 MidCap 2875.24 2779.41 2779.41 –91.31 –3.18 573.49 26.00 472.79 20.50
1466.02 1034.51 SmallCap 1433.01 1376.33 1376.33 –46.92 –3.30 316.66 29.88 257.40 23.00
Nasdaq Stock Market
U.S. DOLLAR INDEX vs EURO and YEN
16057.44 12198.74 Comp 15854.76 15491.66 15491.66 –565.78 –3.52 3285.81 26.92 2603.37 20.20
16573.34 12258.21 100 Index 16380.98 16025.58 16025.58 –547.76 –3.31 3767.37 30.73 3137.30 24.34 Still Strong: The U.S. dollar index stayed steady on the week, closing at 96.06, around
12147.21 9726.23 Indus 11879.84 11566.81 11566.81 –463.27 –3.85 1758.14 17.92 1169.99 11.25
11694.54 9548.64 Insur 11586.91 11225.66 11225.66 –212.27 –1.86 1507.53 15.51 1139.23 11.29 a 1½-year high and up over 6.7% on the year. Covid restrictions are hitting the euro.
5187.57 3255.77 Banks 5187.57 4924.35 4924.35 –140.71 –2.78 1541.55 45.57 1377.46 38.84 5
12237.06 8336.24 Computer 12071.47 11765.64 11765.64 –471.42 –3.85 3429.40 41.14 2948.11 33.43
560.68 457.55 Telecom 485.15 478.85 478.85 –2.75 –0.57 20.55 4.48 4.72 1.00
Russell Indexes s
2637.28 2037.36 1000 2624.75 2566.61 2566.61 –61.14 –2.33 519.45 25.37 445.74 21.02 DXY (96.06)
2442.74 1819.82 2000 2331.46 2245.94 2245.94 –97.23 –4.15 390.67 21.06 271.08 13.73 0
2794.62 2154.29 3000 2773.75 2709.73 2709.73 –67.87 –2.44 543.13 25.07 461.29 20.52
1645.78 1302.19 Value-v 1629.34 1592.19 1592.19 –19.85 –1.23 275.15 20.89 242.57 17.97
3107.40 2313.21 Growth-v 3073.27 3005.88 3005.88 –101.53 –3.27 686.57 29.60 578.11 23.81 s
3406.42 2624.30 MidCap 3339.44 3259.74 3259.74 –85.39 –2.55 618.25 23.41 516.68 18.84 EURO in $
-5
Others
s
10202.83 7459.28 Value Line-a 9975.46 9690.31 9690.31 –259.57 –2.61 2107.13 27.79 1777.28 22.46
696.40 539.16 Value Line-g 679.04 659.44 659.44 –18.33 –2.70 111.12 20.27 90.67 15.94 YEN in $
16368.58 12222.64 DJ US Small TSM15712.45 15184.88 15184.88 –582.74 –3.70 2728.54 21.90 1936.21 14.61
1096.30 855.63 Barron's Future Focus 1074.30 1051.94 1051.94 –29.46 –2.72 193.18 22.50 159.16 17.83
1127.20 802.70 Barron's 400 1114.47 1083.78 1083.78 –28.56 –2.57 271.61 33.44 231.58 27.18 -10
D J F M A M J J A S O N
High/Low's are based upon the daily closing index. a-Arithmetic Index. G-Geometric Index. V-Value 1000 and Growth 1000 y-Dec.
31,1965=50 z-Dec. 31,2002=5000 Source: Tullett Prebon
Market Laboratory
DOW JONES U.S. TOTAL MARKET INDUSTRY GROUPS US TREASURY BILLS
Net Change % Change and Ranking 52 Week Wkly Ask
Coming Earnings
Top 20 Weekly Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Maturity Bid Asked Chg. Yld. Day Consensus Year
Food Retailers & Whlslrs DJUSFD 843.41 + 17.27 222.54 +2.09 [1] +36.05 [33] +35.84 [27] +26.93 851.34 565.02 Nov 30 '21 0.03 0.02 -0.01 0.02 Estimate Ago
Exploration & Production DJUSOS 659.25 + 13.01 255.12 +2.01 [2] +60.79 [7] +63.13 [3] –.39 717.15 376.85 Dec 02 '21 0.03 0.02 -0.02 0.02
Dec 07 '21 0.04 0.03 .... 0.03 Continued from page 11
Oil & Gas Producers DJUSOG 529.22 + 9.34 181.42 +1.80 [3] +48.23 [13] +52.16 [7] –3.65 564.28 332.48
Integrated Oil & Gas DJUSOL 459.94 + 7.25 139.47 +1.60 [4] +38.56 [29] +43.52 [15] –5.99 485.42 312.16 Dec 09 '21 0.04 0.03 -0.01 0.03 TH
Pipelines DJUSPL 621.40 + 9.22 163.04 +1.51 [5] +28.00 [44] +35.57 [28] +.63 664.25 454.52 Dec 14 '21 0.05 0.04 0.01 0.04
Dec 16 '21 0.07 0.06 -0.04 0.06 DocuSign (Q3) 0.60 0.46
Food & Drug Retailers DJUSDR 1042.22 + 14.90 244.96 +1.45 [6] +30.78 [40] +30.73 [37] +15.93 1,053.98 758.43
Dec 21 '21 0.07 0.06 -0.04 0.06 Dollar General (Q3) 2.00 2.31
Full Line Insurance DJUSIF 55.08 + .59 17.11 +1.08 [7] +42.29 [21] +45.05 [14] +10.46 59.64 36.92 Dec 23 '21 0.09 0.08 -0.03 0.08
Mobile Telecom DJUSWC 368.21 + 3.49 –54.02 +.96 [8] –13.69 [135] –12.79 [134] –1.59 435.66 364.72 Dec 28 '21 0.11 0.10 -0.01 0.10 SmartSheet (Q3) -0.06 -0.11
Telecom Equipment DJUSCT 1617.41 + 14.66 339.43 +.91 [9] +32.28 [36] +26.56 [43] +10.55 1,680.71 1,227.38 Dec 30 '21 0.11 0.10 -0.01 0.10
Reinsurance DJUSIU 354.01 + 3.04 60.78 +.87 [10] +19.94 [69] +20.73 [53] +9.75 366.83 280.80 Ulta Beauty (Q3) 2.46 1.64
Jan 04 '22 0.06 0.05 .... 0.05
Aluminum DJUSAL 163.80 + 1.20 85.06 +.74 [11] +135.40 [1] +108.03 [1] +16.33 195.54 61.49 Jan 06 '22 0.05 0.04 -0.01 0.04 F
Nondurable Hshld Pdts DJUSHN 1157.00 + 7.99 51.59 +.70 [12] +5.11 [113] +4.67 [109] +15.42 1,169.37 972.78 Jan 11 '22 0.03 0.02 -0.02 0.02
Biotechnology DJUSBT 2813.35 + 18.62 312.73 +.67 [13] +18.19 [77] +12.51 [84] +13.51 3,082.72 2,431.75 Jan 13 '22 0.04 0.03 -0.01 0.03 Big Lots (Q3) -0.16 0.76
Oil Equip, Svcs & Distri DJUSOQ 281.31 + 1.81 61.57 +.65 [14] +25.35 [54] +28.02 [41] –9.07 314.00 213.25 Jan 18 '22 0.04 0.03 .... 0.03 Hibbett (Q3) 1.58 1.45
Fixed Line Telecom DJUSFC 111.24 + .48 –19.70 +.43 [15] –15.72 [137] –15.04 [135] –6.56 148.56 110.76 Jan 20 '22 0.05 0.04 .... 0.04
(Earnings are diluted and report dates are tentative. All fore-
Nonlife Insurance DJUSIX 799.47 + 2.40 142.64 +.30 [16] +23.18 [57] +21.72 [49] +11.70 828.44 632.32 Jan 25 '22 0.04 0.03 .... 0.03
Jan 27 '22 0.05 0.04 .... 0.04
casts and historical numbers exclude extraordinary items by
Pharmaceuticals & Biotech DJUSPN 1048.01 + 2.35 123.29 +.22 [17] +19.43 [73] +13.33 [80] +10.92 1,122.88 889.33 accounting definitions.)
Feb 03 '22 0.05 0.04 0.01 0.04
Property & Casualty DJUSIP 1075.32 + 1.81 139.02 +.17 [18] +19.77 [70] +14.85 [77] +11.06 1,115.50 871.38 Feb 10 '22 0.05 0.04 .... 0.04 Source: FactSet
Commercial Vehicles DJUSHR 3182.73 + 3.47 455.65 +.11 [19] +19.72 [71] +16.71 [71] +20.44 3,604.32 2,625.34 Feb 17 '22 0.05 0.04 .... 0.04
Insurance DJUSIR 830.36 + .35 153.44 +.04 [20] +23.64 [55] +22.67 [48] +11.05 863.92 654.76 Feb 24 '22 0.06 0.05 0.01 0.05
Net Change % Change and Ranking 52 Week Mar 03 '22 0.06 0.05 0.01 0.05
Top 20 Yr Ago Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Mar 10 '22 0.06 0.05 0.01 0.05 TRADING SUSPENDED
Aluminum DJUSAL 163.80 + 1.20 85.06 +.74 [11] +135.40 [1] +108.03 [1] +16.33 195.54 61.49 Mar 17 '22 0.06 0.05 0.01 0.05
Automobiles DJUSAU 1340.54 – 60.68 479.25 –4.33 [125] +82.69 [2] +55.64 [5] +88.40 1,491.73 724.14 Mar 24 '22 0.07 0.06 0.02 0.06 NYSE
Steel DJUSST 401.24 – 1.13 178.15 –.28 [24] +75.46 [3] +79.86 [2] +17.36 445.96 208.43 Mar 31 '22 0.07 0.06 0.02 0.06
Automobiles & Parts DJUSAP 1522.74 – 70.96 513.32 –4.45 [128] +74.70 [4] +50.85 [10] +68.98 1,683.79 860.86 Apr 07 '22 0.07 0.06 0.02 0.06 CAI International (CAI)
Apr 14 '22 0.07 0.06 0.02 0.06
Transportation Svcs DJUSTS 426.24 – 21.49 146.61 –4.80 [132] +72.79 [5] +52.43 [6] +24.48 460.88 243.69 NYSE American
Apr 21 '22 0.07 0.06 0.01 0.06
Industrial Metals & Mining DJUSIM 394.92 – 4.73 152.07 –1.18 [45] +69.95 [6] +62.62 [4] +27.10 427.18 228.13
Apr 28 '22 0.07 0.06 0.02 0.06 None
Exploration & Production DJUSOS 659.25 + 13.01 255.12 +2.01 [2] +60.79 [7] +63.13 [3] –.39 717.15 376.85 May 05 '22 0.08 0.07 0.03 0.07
Nonferrous Metals DJUSNF 498.15 – 13.91 150.09 –2.72 [92] +58.20 [8] +43.12 [17] +49.75 599.28 312.88 May 12 '22 0.08 0.07 0.02 0.07 Nasdaq
Specialty Finance DJUSSP 629.30 – 14.21 215.45 –2.21 [76] +57.03 [9] +52.06 [8] +42.23 652.34 387.43 May 19 '22 0.08 0.07 0.02 0.07 Acceleron Pharma (XLRN)
Semiconductor DJUSSC 9146.26– 343.96 2,897.42 –3.62 [113] +55.33 [10] +46.37 [13] +45.22 9,490.22 5,942.14 May 26 '22 0.09 0.08 .... 0.08
Heavy Construction DJUSHV 809.60 – 24.12 258.31 –2.89 [96] +51.07 [11] +46.86 [12] +26.22 839.67 529.06 Jun 16 '22 0.10 0.09 0.03 0.09
Adamas Pharmaceuticals (ADMS)
Home Improvement Rtlrs DJUSHI 871.15 – 11.62 297.23 –1.32 [54] +50.49 [12] +51.79 [9] +35.48 890.06 544.61 Jul 14 '22 0.11 0.10 0.04 0.10 Echo Global Logistics (ECHO)
Oil & Gas Producers DJUSOG 529.22 + 9.34 181.42 +1.80 [3] +48.23 [13] +52.16 [7] –3.65 564.28 332.48 Aug 11 '22 0.12 0.11 0.01 0.11 Flexion Therapeutics (FLXN)
Retail REITs DJUSRL 105.40 – 3.26 34.21 –3.00 [99] +45.98 [14] +48.04 [11] –.60 110.10 68.66 Sep 08 '22 0.14 0.13 0.02 0.13
Oct 06 '22 0.16 0.15 0.03 0.15
Home BancShares (HOMB)
Investment Svcs DJUSSB 1980.07 – 9.70 510.95 –.49 [29] +45.65 [15] +34.78 [29] +20.26 2,087.92 1,344.83
Nov 03 '22 0.18 0.17 0.03 0.17 iFresh (IFMK)
Construction & Materials DJUSCN 1391.06 – 30.39 421.07 –2.14 [71] +45.24 [16] +43.41 [16] +31.31 1,422.24 934.97
Bldg Materials & Fixtures DJUSBD 1832.04 – 38.38 548.32 –2.05 [69] +44.22 [17] +42.71 [19] +32.36 1,874.14 1,238.13 Inovalon Holdings (INOV)
Technology Hardware & Equip DJUSTQ 4254.65– 113.18 1,010.93 –2.59 [85] +44.21 [18] +31.17 [35] +42.76 4,385.69 2,969.55 Yunhong International (ZGYH)
Residential REITs DJUSRN 302.57 – 1.70 90.86 –.56 [32] +43.12 [19] +42.92 [18] +14.56 311.74 204.14
Banks DJUSBK 591.63 – 2.79 157.05 –.47 [28] +42.35 [20] +36.14 [26] +9.90 625.40 400.36 NYSE HALF-HOURLY VOLUME
Groups are weighted by capitalization. 52-week highs and lows are based on daily closes. Dec. 31, 1991=100. In the U.S. listings, % vol chg Daily 11/22 11/23 11/24 11/25 11/26 DISTRIBUTIONS & OFFERINGS
column shows the change from previous 65-day moving average. Volume figures do not reflect extended trading hours.
9:30-10:00 129,068 122,709 101,716 ... 179,854 Secondary Distributions of common stocks
10:00-10:30 48,742 49,996 42,251 ... 64,113 Life360 61,382,351 $12.00 $179,038,990
AMERICAN DEBT AND DEFICITS 10:30-11:00 43,908 46,356 34,506 ... 51,294
11:00-11:30 45,528 39,573 29,430 ... 49,903 Outlook Therapeutics 40,000,000 $1.25 $50,000,000
Latest Preceding Year AgoYear over Year
Report Report Report % Chg 11:30-12:00 49,412 37,024 29,882 ... 48,300 Source: Dealogic LLC, New York City; (212) 577-4400.
12:00-12:30 36,603 28,413 24,250 ... 52,517
Federal Budget Deficit (bil. $)-a ......................................... 920FY'22 966FY'21 1,083FY'20 ….
Budget Surplus/Deficit (bil. $)-b, October........................ –165.06 r-61.62 –284.07 -41.89 12:30-1:00 29,739 25,197 20,001 ... 294,657
Trade Deficit (bil. $, sa)-c, September ............................... –80.93 r-72.81 –62.63 29.22 1:00-1:30 28,499 26,845 21,224 ... ... SELECTED INITIAL PUBLIC OFFERINGS
Treasury Gross Public Debt. (bil. $)-d ............................... 28,908.7 28,908.7 27,270.0 6.01 1:30-2:00 28,253 28,387 19,527 ... ...
Initial Most
Treasury Statutory Debt Limit (bil. $)-d............................. 28,881.5 28,401.4 …. …. 2:00-2:30 27,122 26,848 24,458 ... ...
Ticker Offer IPO Recent %
Consumer Installment Debt (bil. $)-e, September .......... 4,367.4 r4,337.5 4,157.0 5.06 2:30-3:00 30,226 29,662 24,240 ... ...
Code Price Date Price Chg
Sources: a-Office of Management and Budget, b-Monthly Treasury Statement, c-Monthly Commerce Dept. Report, d-Daily Treasury 3:00-3:30 37,259 34,920 26,927 ... ...
Statement, e-Monthly Federal Reserve Release. 3:30-4:00 408,719 399,046 347,139 ... ... AeroClean Tech AERC 10.00 11/24 81.00 710.0%
PULSE OF THE ECONOMY

Only includes new reports. Latest Latest Preceding Year YroYr Latest Latest Preceding Year YroYr
Economic Growth and Investment Date Data Period Ago % Chg Date Data Period Ago % Chg
Gross domestic product ................................................................ 3rd Qtr 2.1 6.7 33.8 4.90 Gasoline, (thous. bbls) .................................................................. Nov 19 211,393 211,996 230,147 –8.15
Personal income, (bil. $)................................................................ Oct 20,783.3 r20,689.9 19,628.8 5.88 Orders
Personal Savings Rate, St.Louis Fed .............................................. Oct 7.3 r8.2 13.6 –46.32
All fixed investment, (bil. $)............................................................ 3rd Qtr 3,582.9 3,593.0 3,318.5 7.97 Durable goods, (bil. $) ................................................................... Oct 260.1 261.3 242.0 7.48
Non–residential investment, (bil. $) ............................................... 3rd Qtr 2,884.1 2,873.1 2,646.9 8.96 Trade
Residential investment, (bil. $) ...................................................... 3rd Qtr 693.1 708.2 657.8 5.37
Production Exports, (bil. $).............................................................................. 3rd Qtr 2,286.5 2,304.2 2,166.3 5.55
Imports, (bil. $) ............................................................................. 3rd Qtr 3,598.7 3,548.7 3,187.5 12.90
Electric power, (mil. kw hrs) (EEI) .................................................. Nov 20 71,643 69,510 69,338 3.32
Inflation
Petroleum, related capacity, % ...................................................... Nov 19 88.6 87.9 78.7 12.58
Rotary rigs running, U.S. & Can., (Hughes) .................................... Nov 24 740 730 422 75.36 JOC–ECRI Industrial Price Index f .................................................. Nov 26 144.70 143.45 100.25 44.34
Steel, (thous. tons) ........................................................................ Nov 20 1,861 1,856 1,582 17.64 Gross domestic product deflator.................................................... 3rd Qtr 5.9 6.1 3.6 ….
Steel, rated capacity, % (AISI)........................................................ Nov 20 84.3 84.1 71.5 17.90
Employment
Consumption and Distribution
Initial jobless claims (thous.) ........................................................ Nov 20 199 r270 762 –73.88
Consumer spending, (bil. $) .......................................................... Oct 16,290.7 r16,076.4 14,546.0 11.99 Continuing claims (mil.) ................................................................ Nov 13 2.049 r2.109 6.138 –66.62
Durable goods (bil. $) .................................................................... Oct 261.5 r257.5 249.4 4.85
Instinet Research Redbook Avg. (monthly %) ................................ Nov 20 –6.96 –5.24 1.40 …. Construction
Baltic Dry Index ............................................................................. Nov 26 2,767 2,454 1,230 124.96 No Activity for this Week
New home sales, (thous. units)...................................................... Oct 745 r742 969 –23.12
Personal consumption, (bil. $)....................................................... 3rd Qtr 13,723.7 13,665.6 12,820.8 7.04 Other Indicators
Inventories Citi Research Panic–Euphoria Reading .......................................... Nov 26 1.40 r1.41 0.94 48.94
a-1997 equals 100. b-1982-84 equals 100. c-1982 equals 100. f-1996 equals 100. h-benchmark revision, 2016 equals 100. r-Revised.
Domestic crude oil, (thous. bbls) Comm. (Excl. Lease Stck) ........... Nov 19 434,020 433,003 488,721 –11.19
Market Laboratory
WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS
Weekly Comp. NYSE NYSE Amer Nasdaq 2U DefinitiveHlthcr iShMSCITurkeyETF RealGoodFood Bio-key GrandCanyonEduc NeuBaseTherap TGVentureAcqn ArrowElec Ecolab KeysightTechs SDCLEDGEAcqnUn
36Kr DelTaco Iteris RealNetworks BioAtla GraphiteBio NeuroBoPharm TGVentureAcqnWt AscendantDigIII EdisonInt Knowles SantanderCons
New Highs 225 9 334 4D Molecular DenaliTherap IterumTherap RecroPharma BioCardia GRAVITY Neurocrine ThermoGenesis AshlandGlobal Enerplus LCI Inds SaulCenters
New Lows 341 37 885 4DpharmaWt
89bio
DentsplySirona
DermataTherap
Itron
JackintheBox
RecursionPharm
Redfin
BioDeliverySci
Biodesix
GraybugVision
GreatElm
Neuronetics
NeuroOneMed
TianRuixiang
TitanMedical
AspenAerogels
Atkore
EssexProp
EsteeLauder
LSB Inds
LearnCW
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SignetJewelers
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NYSE AMER 908Devices DiffusionPharm JasperTherap RedRobin Biofrontera Greenlane NewAge TivicHealth AxosFinancial EvoquaWater LifeTime SOQUIMICH
AbeonaTherap DilaCapitalWt JazzPharma Reed's BiofronteraWt Grifols NewHoldInvtII TizianaLife BancCalifornia FTI Consulting LithiumAmericas Sonendo
NEW HIGHS AbsoluteSftwr DiversifiedHlthcr JetBlue RegulusTherap BioHiTech GrowGeneration NexImmune TomiEnvl BaringsCorpInv FactSet LiveOakCrestview SpartanAcqnIII A
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NEW LOWS AcelRxPharm DPCapAcqnI Kaltura RenttheRunway BlackDiamond HalozymeTherap NiuTech TPIComposites BerensonAcqnI FirstCmwlthFin LocalBountiWt SterlingBancorp
AIM Immuno cbdMD IDW Media PalatinTech AcerTherap DraftKings KandiTech Repay bleuacaciaUn HappinessDevt NLS Pharm TraconPharm Berkley FirstIndRlty Lowe's STMicroelec
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AgeX Therap CoreMoldingTech iBio ProtalixBio AcordaTherap Duolingo KeyTronic Resonant BlueCity HealthcrTriangle NovaVisionAcqn TremorIntl BestBuy FlexLNG Masco TaiwanFund
AirspanNetworks DSS LairdSuperfood RaMedicalSys ActivisionBliz Durect Kidpik RevanceTherap BluejayDiag HealthEquity Novocure Trevena BlackMountain FordMotor McDonalds TelekmIndonesia
AlmadenMinerals Enservco MovingiMage SierraMetals AcuityAdsHoldings E-HomeHousehold KimballIntl B RevivaPharm BoltBiotherap Heartbeam NovoIntSci TreviTherap BlackSpadeWt Fortive McKesson TerrenoRealty
AmbowEduc Espey NavideaBiopharm TimberPharm AcumenPharm Eargo KingsoftCloud Rezolute BonNaturalLife HeatBiologics NRX Pharm Triterras BluegreenVac GATX Meredith ThermoFisherSci
BK Tech ExcellonRes NuverraEnvl WestwaterRscs AcutusMedical EbangIntl KintaraTherap RhythmPharm BorqsTechs HeliusMedical Nuwellis TroikaMediaWt BridgeInvt GMS MicroFang3xLvg Tilly's
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Market Laboratory
MONEY RATES CBOE PUT/CALL RATIO vs S&P 100 FOREIGN EXCHANGE
Latest Prev. Yr Ago Readings in the CBOE equity put-call ratio of 60:100 Friday, November 26, 2021 Foreign Foreign U.S. $ in U.S. $ in
Week Week and in the S&P 100 of 125:100 are considered bullish, The New York foreign exchange mid-range rates are quoted at 5 Currency Currency Foreign Foreign
p.m. Eastern time by Tullett Prebon. Retail transactions pro- in U.S.$ in U.S.$ Currency Currency
Discount Rate (NY) 0.25 0.25 0.25 for instance. Bearish signals flash when the equity Country Fri. Last Fri. Fri. Last Fri.
put-call level reaches the vicinity of 30:100 and the vide fewer units of foreign currency per dollar.
Prime Rate (base) 3.25 3.25 3.25 index ratio hits 75:100. Foreign Foreign U.S. $ in U.S. $ in South Korea (Won) .0008363 .0008423 1195.70 1187.28
Currency Currency Foreign Foreign
Fed Funds Rate in U.S.$ in U.S.$ Currency Currency Sri Lanka (Rupee) .0049 .0050 202.5200 201.9000
Avg effective offer 0.08 0.08 0.09 S&P 100 CBOE Country Fri. Last Fri. Fri. Last Fri. Sweden (Krona) .1092 .1117 9.1588 8.9512
Avg weekly auction-c 0.08 0.08 0.09 Switzerland (Franc) 1.0832 1.0770 .9232 .9285
8.00 0.70 Argentina (Peso)-y .0099 .0100 100.7338 100.4550 Taiwan (Dollar) .03588 .03597 27.868 27.801
T-Bills Rate S&P 100 Australia (Dollar) .7123 .7235 1.4039 1.3822
s
Thailand (Baht) .02962 .03048 33.760 32.810
13 weeks, Coupon Yield 0.051 0.046 0.086 Bahrain (Dinar) 2.6529 2.6522 .3769 .3771 Turkey (New Lira)-d .0805 .0890 12.4251 11.2329
13 weeks, Auction Rate 0.050 0.045 0.085 6.50 0.63 Brazil (Real) .1783 .1781 5.6098 5.6137 .0368 .0375 27.1500 26.6500
Ukraine (Hryvnia)
26 weeks, Coupon Yield 0.071 0.066 0.091 CBOE Bulgaria (Lev) .5788 .5770 1.7277 1.7330 1.3339 1.3447 .7497 .7437
s U.K. (Pound)
26 weeks, Auction Rate 0.070 0.065 0.090 Canada (Dollar) .7818 .7912 1.2792 1.2639 Uruguay (Peso) …… .. …… .. …… .. …… ..
Avg weekly auction-c 0.05 0.05 0.08 Chile (Peso) .001202 .001207 832.05 828.50 Financial .02263 .02262 44.190 44.205
5.00 0.56 .1564 .1566 6.3930 6.3872 ----
Broker Call Rate China (Renminbi)
2.00 2.00 2.00 Euro 1.1317 1.1280 .8836 .8865
Colombia (Peso) .0002496 .0002555 4007.00 3914.00
Bankers Acceptances Croatia (Kuna) .1503149 .1501569 6.65 6.66 Special Drawing Rights (SDR) are based on exchange rates for the U.S.,
1 month 0.12 0.12 0.12 3.50 0.49 Czech. Rep. (Koruna) …… .. …… .. …… .. …… .. British, and Japanese currencies. Source: International Monetary Fund.
a-Russian Central Bank rate. b-government rate. d-rebased as of Jan. 1,
2 months 0.13 0.13 0.15 Commercial rate .04414 .04437 22.656 22.537 2005. y-floating rate.
3 months 0.15 0.15 0.18 Denmark (Krone) .1522 .1517 6.5703 6.5914
6 months 0.20 0.20 0.20 2.00 0.42 EcuadorUS Dollar 1.0000 1.0000 1.0000 1.0000
Egypt (Pound)-y .0636 .0637 15.7237 15.7026
Euro Libor Rate Hong Kong (Dollar) .1282 .1284 7.7986 7.7906
1 month -0.580 -0.577 -0.581 Hungary (Forint) .003064 .003069 326.32 325.81
3 months -0.590 -0.565 -0.545
0.50 0.35
N D J F M A M J J A S O N Iceland (Krona) .007700 .007632 129.87 131.02 ARMS INDEX
6 months -0.550 -0.545 -0.515 India (Rupee) .01332 .01345 75.053 74.337
12 months -0.488 -0.491 -0.477 Source: CBOE
Indonesia (Rupiah) .0000699 .0000702 14303 14238
The Arms index, also known as the short term trading index, is a number
Israel (Shekel) .3137 .3232 3.1880 3.0939
Libor Interbank Rate derived by dividing one quotient into another quotient. The numerator in
Japan (Yen) .008821 .008770 113.37 114.03
1 month 0.09 0.09 0.15 the index is the number of advancing stocks divided by the number of
3 months 0.18 0.16 0.23 INVESTOR SENTIMENT READINGS Kazakhstan (Tenge) .002292 .002308 436.29 433.24
declining stocks. As of 3/14/11, the denominator in the index is now the
Kuwait (Dinar) 3.3034 3.3052 .3027 .3026
6 months 0.25 0.23 0.26 High bullish readings in the Consensus stock index or in the .1244 .1247 8.0365 8.0210 compositevolumeofadvancingstocksdividedbythecompositevolumeof
Macau (Pataca)
12 months 0.45 0.39 0.33 Market Vane stock index usually are signs of Market tops; low Malaysia (Ringgit)-b .2359 .2390 4.2390 4.1835 declining stocks.
Foreign Prime Rates ones, market bottoms. Mexico (Peso) …… .. …… .. …… .. …… .. Daily 11/22 11/23 11/24 11/25 11/26
Last 2 Weeks 3 Weeks
Canada 2.45 2.45 2.45 Floating rate .0458 .0480 21.8567 20.8446
Week Ago Ago
Germany 0.00 0.00 0.00 New Zealand (Dollar) .6824 .7004 1.4654 1.4278 NYSE .72 .71 .81 ... 1.49
Japan 1.475 1.475 1.475 Consensus Index Norway (Krone) .1104 .1121 9.0585 8.9178 NYSE American .49 1.48 .28 ... .26
Switzerland 0.00 0.00 0.00 Consensus Bullish Sentiment 67% 68% 69% Oman (Rial) 2.5974 2.5973 .3850 .3850 Nasdaq .95 .76 .61 ... .60
Britain 0.10 0.10 0.10 Pakistan (Rupee) .00568 .00571 176.150 175.085
Source: Consensus Inc., P.O. Box 520526,Independence, Mo.
Historical data available at (816) 373-3700. editor@consensus-inc.com Philippines (Peso) .01981 .01981 50.485 50.473
Other Money Rates Poland (Zloty) .2402 .2403 4.1637 4.1618
Fannie Mae Home Loan: AAII Index Qatar (Rial) .2727 .2729 3.6676 3.6648 BARRON'S GOLD MINING INDEX
30-Year Fixed Conv 2.64 2.50 1.89 Bullish 33.8% 38.8% 48.0% Russia (Ruble)-a .01324 .01360 75.555 73.519
Bearish 35.7 27.2 24.0 12-Month Year Week %
Bank money market-z 0.07 0.07 0.10 Saudi Arabia (Riyal) .2666 .2666 3.7513 3.7511
Neutral 30.5 33.9 28.0 High Low 11/24 11/18 Ago Chg.
Interest Checking-z 0.03 0.03 0.05 Singapore (Dollar) .7291 .7346 1.3716 1.3613
6-Month Certif-z 0.10 0.10 0.17 Source: American Association of Individual Investors, South Africa (Rand) .0613 .0635 16.3013 15.7455 1147.72 836.57 Gold mining 1017.28 1055.56 836.57 –5.23
12-Month Certif-z 0.14 0.14 0.24 625 N. Michigan Ave., Chicago, Ill. 60611 (312) 280-0170.
30 Month Accounts-z 0.16 0.16 0.25 Market Vane
5-Year Certificates-z 0.26 0.27 0.41 Bullish Consensus 67% 67% 67%
U.S. Savings EE Bonds: FEDERAL RESERVE DATA BANK GOLD & SILVER PRICES
Source: Market Vane, P.O. Box 90490,
Long-Term (5yrs+) 0.10 0.10 0.10 Pasadena, CA 91109 (626) 395-7436. Year
Prev. Year
c-Annualized yields, adjusted for constant maturity, reported by TIM Group Market Sentiment Handy & Harman 11/24 11/19 Ago
Member Bank Latest Week Ago
the Federal Reserve on a weekly average basis. Indicator 47.1% 46.3% 46.5% Gold, troy ounce 1782.05 1861.10 1810.20
Reserve Chgs. (Mil. $) Week Change Change
Sources: Tullett Prebon information, Ltd. Source: TIM Group, 3 Columbus Circle, Suite 1592 Silver, troy ounce 23.52 24.93 23.38
Factset. z-Bankrate.com. New York, NY 10019 (844) 207-1445. timsupport@timgroup.com One week ended Nov 24: Base for pricing gold and silver contents of shipments and for
making refining settlement.
U.S. Gov't securities: Price Premium Premium
Bought outright 8,197,571 + 39,783 +1,549,988 Coins $ %
WEEKLY BOND STATISTICS
Federal agency secur: Krugerrand 1855.67 71.37 4.00
Last Prev. Yr Ago Last Prev. Yr Ago Bought outright 2,347 .... .... Maple Leaf 1873.52 89.22 5.00
Week Week Week Week Week Week Mexican Peso 2159.33 8.00 0.37
Reserve bank credit: Austria Crown 1751.97 3.00 0.17
New Offerings, (mil $) (v) Bond Buyer 20 Bond Index (Index of yields of 20 Primary Credit 348 -1 -2,285 Austria Phil 1873.52 89.22 5.00
Corporate (z) 5,235 r40,714 12,900 general obligation municipal bonds.) U.S. Eagles 1873.52 89.22 5.00
Secondary Credit .... .... ....
Municipal (z) 1,492 r14,842 2,723 2.11 2.13 2.13 Premium is the amount over the value of the gold content in the
Seasonal Credit 5 -1 + 5
Best Grade Bonds-y (Barron's index of 10 high-grade Bond Buyer Municipal Bond Index (Index of 40 coin. Source Manfra, Tordella & Brookes, Inc.
Float -150 + 10 -4 Bullion spot gold price 1784.30
corporate bonds.) actively-traded tax-exempt bonds; component issues are
Other F.R. Assets 31,723 -7,231 + 1,272
1.84 1.68 1.47 changed regularly to keep the index a current picture of the
market. Source: The Bond Buyer Total Fed Credit # 8,651,373 + 24,845 +1,437,093
Interm-Grade Bonds-y (Barron's index of 10 GOLD PERFORMANCE
medium-grade corporate bonds.) 3.47 3.47 3.51 Gold stock 11,041 .... ....
2.52 2.60 2.67 Stock/Bond Yield Gap-s (Difference between yield on SDR Certif. Accounts 5,200 .... .... Uninspired: Fear of a new Covid variant
highest-grade corporate bonds and yield on stocks on the DJIA.) Treas. Curr. Outst. 50,880 + 14 + 450 hasn’t aided gold much yet. It ended near
Confidence Index (High-grade index divided by inter-
mediate-grade index; decline in latter vs. former generally -0.06 0.06 +.51 Total 8,738,836 + 24,700 +1,436,077
$1,782 Friday, vs. $1,861 a week earlier.
indicates rising confidence, pointing to higher stocks.) Yield on DJ Equal Weight US Corp Bond Idx: Currency in circ 2,216,286 + 1,637 + 154,210 40
Barron's Gold Mining Index (1017.28)
73.3 64.6 55.2 Treas. Cash Hldgs 62 .... + 9
Corp Bonds, (y) 2.54 2.44 2.01
s
Other Confidence Indicators: Treas. Fed Deposits 164,087 -47,366 -1,353,128 30
v-Week ended Thursday. y-Yield to maturity, week ended Thursday.
z-Source: Refinitiv.*Barclays T-Bond Index discontinued by firm. Foreign Fed Deposits 6,406 -602 -14,868
Bloomberg Barclays US Long Treasury*(This Other Fed Deposits 263,894 + 8,768 + 6,575
index measures the performance of fixed-rate, nominal US 20
Other FR liab/cap 49,291 -2,659 -1,821
Treasuries with at least 10 years to maturity. Jan. 1, 1973=100.) ADJUSTABLE MORTGAGE BASE RATES
Total factors 4,576,026 + 71,692 + 356,903
4533.77 4474.47 4780.28 YOY 10
Reserves F.R. banks 4,162,810 -46,992 +1,079,174
Bloomberg Barclays US Credit (This index Nov 26 Nov 19 Yr. Ago % Chg
includes all publicly issued, fixed-rate, non-convertible, invest- 1 Year Treas Bills 0.18 0.16 0.11 63.64 Fgn hold U.S. debt 3,475,070 + 7,180 + 16,382
0
ment-grade, dollar-denominated, SEC-registered corporate 2 Year Treas Notes 0.53 0.48 0.17 211.76
debt. All issues have at least one year to maturity and outstand- Reserve Aggr (Mil. $) Latest Prev. Month % Year s
3 Year Treas Notes 0.86 0.79 0.22 290.91
ing par value of at least $250 million. Jan. 1, 1973=0.) (v) 5 Year Treas Notes 1.24 1.17 0.39 217.95 Month Ended October: Month Month Chg. Ago -10
3317.44 3335.72 3353.72 10 Year Treas Notes 1.60 1.53 0.87 83.91 Total Reserves: 4,128,100 4,193,200 -1.55 2,876,600 Handy & Harman Gold Price
Ryan Labs Treasury Index (Index of total return from 20 Year Treas Bds 2.02 1.93 1.39 45.32 Nonborrowed Res 4,073,500 4,124,600 -1.24 2,802,600 -20
active Treasury notes and bonds. Dec. 31, 1996=100.) 11th District % Sep 0.225 0.225 0.523 -56.98 Borrowed Reserves 54,559 68,568 -20.43 74,059 D J F M A M J J A S O N
FHFA PMMS+ 2.87 2.86 2.85 0.70
317.87 318.64 329.77 Monetary Base 6,331,000 6,388,900 -0.91 4,917,100
Fed annualized yields adjusted for constant maturity.
Market Laboratory
Top 5 Insider Purchases by Company in 2021 WEEK'S DIVIDEND PAYMENT WEEK'S EX-DIVIDEND DATES
Number of Number of Avg.
Company Symbol Insiders Shares $ Value Price This list includes payouts on common stocks. This list includes payouts on common stocks.
Golub Capital Bdc .......................................... GBDC 33 549,532 8,394,547 $ 15.28 NYSE NYSE
York Water ...................................................... YORW 31 1,924 83,331 $ 43.31
Monday American States Water .365 Thursday Tuesday Tyson Foods Cl A .46 Outfront Media .10
Five Star Bancorp ........................................... FSBC 20 208,249 4,191,724 $ 20.13 (November 29)
American Water Works .603
(December 2) (November 30)
Universal Health Cl B .20 Perrigo .24
Assured Guaranty .22 Vertiv Holdings .01 Petroleo Brasileiro ADR .381
Design Therapeutics ...................................... DSGN 19 971,650 28,120,308 $ 28.94 AmerisourceBergen .46 Booz Allen Hamilton Hldg.37 Advanced Drainage Sys .11
Petroleo Brasileiro ADR .381
Black Hills .595 Watts Water Tech .26
Joann .............................................................. JOAN 19 305,100 3,600,070 $ 11.80 Core Laboratories .01 Bunge Ltd .525 Agnico-Eagle Mines .35
Petroleo Brasileiro A .381
Fortress Transportation .33
Brigham Minerals
Brigham Minerals
.14
.26
Burford Capital .062 Ashland Global Holdings .30 Wednesday Petroleo Brasileiro A .381
Jefferies Financial Group .25 Carpenter Technology .20 Assd Capital Cl A .10 (December 1) Regions Financial .17
Brinks .20
Top 5 Insider Sales by Company in 2021 Masco Corp .235
Carlisle Cos .54
CNA Financial .38 Associated Banc .20 Flex LNG .75 Scorpio Tankers .10
Oshkosh .37 Cummins 1.45 Avery Dennison .68 Goldman Sachs 2.00 Sealed Air .20
Number of Number of Avg. Select Medical Holdings.125
Carriage Services .112
Curtiss-Wright .18 Ball Corp .20 Home Depot 1.65
Company Symbol Insiders Shares $ Value Price Church & Dwight .252 Suncor Energy .341
Shaw Communications B.08 Danaos .50 Boise Cascade .12 Houlihan Lokey Cl A .43 Tapestry .25
Unitil Corp .38 Conagra Brands .312 Boise Cascade 3.00 ICL Group
Salesforce.Com ............................................. CRM 64 1,894,541 501,013,274 $ 264.45 Global Ship Lease Cl A .25 .084 Textainer Group Hldgs .25
Wabtec .12 ConocoPhillips .46 BorgWarner .17 Insteel Industries
Greenbrier Cos .27 .03 Trane Technologies .59
Snowflake ....................................................... SNOW 54 2,924,477 780,134,707 $ 266.76 Walker & Dunlop .50 Entergy 1.01
INVESCO .17 California Resources .17 Insteel Industries 2.00 Waste Management .575
Essential Utilities .268
Doordash ........................................................ DASH 53 2,873,726 478,429,104 $ 166.48 Tuesday Federal Signal .09
Matson .30 Carter's .60 Kronos Worldwide .18 Westwood .15
Century Communities .15 La-Z-Boy
Datadog .......................................................... DDOG 53 8,966,856 1,019,136,582 $ 113.66 (November 30) FirstEnergy .39
MiX Telematics ADR .065 .165
Friday
Neenah .475 Clearway Energy Cl A .34 Mosaic .075
Palantir Technologies .................................... PLTR 47 38,636,966 927,602,118 $ 24.01 Allison Transmission .19 Ford Motor .10
Nielsen Holdings .06 Clearway Energy Cl C .34 Shutterstock .21 (December 3)
Angel Oak Mortgage .36 Fortis .433 DR Horton .225
TJX Cos .26 Coca-Cola .42 Telefonica ADR .166
Apollo Global Mgmt A .50 Helmerich & Payne .25 H & R Block .27
Vulcan Materials .37 Element Solutions .08 Valhi .08
STOCK SPLITS/DIVIDENDS Applied Indl Techs .33 HNI Cp .31 EnPro .27 Vontier Insperity .45
ARC Document Sol .02 Jabil .08 Friday Essent Group .19
.025
Insperity 2.00
Record Ex-Dividend Payment Artisan Ptrs Asset 1.07 JM Smucker .99 (December 3) Thursday Miller Industries .18
Company Name-Ticker Symbol (Exchange) Amount Date Date Date Everest Re Group 1.55
Blue Owl Capital .09 Kemper Corp .31 Centerra Gold .056 Myers Industries .135
FutureFuel .06 (December 2)
Merchants Bancorp-MBIN (NCM ) ...................................................... 3-for-2 1-03 1-18 1-17 CF Industries Holdings .30 Kroger Co .21 Crawford & Co A .06 Greenhill .05 Acushnet Holdings .165 Nike Cl B .305
CMS Energy .435 Louisiana-Pacific .18 Crawford & Co B .06 Old Republic Intl .22
Group 1 Automotive .35 Anthem 1.13
Cohen & Steers .45 Matador Resources .05 Evertec .05 Banco Bradesco Ord .003 UnitedHealth Group 1.45
Hamilton Beach Brands .10
SPECIAL DIVIDENDS Cohen & Steers 1.25 Murphy Oil .125 L3Harris Technologies 1.02 Hartford Financial .385 Bank of America .21 Saturday
Eaton Corp. PLC .76 Murphy USA .29 Lamb Weston Holdings .235 Baxter International .28
Record Ex-Dividend Payment Hyster-Yale Materials .322 (December 4)
Euronav .03 ONE Gas .58 Magna Intl .43
Company Name-Ticker Symbol (Exchange) Amount Date Date Date Interpublic Grp .27 Bridge Investment .24 NONE
First Majestic Silver .005 Penske Automotive .46 Materion .12 Juniper Networks .20 Brown-Forman Cl A .189
Brown-Forman Cl A-BF.A (NYSE) ....................................................... 1.00 12-09 12-08 12-29 Hanesbrands .15 Phillips 66 .92 Ormat Technologies .12 Kellogg Co .58 Brown-Forman Cl B .189 Sunday
Hilltop Holdings .12 Pinnacle West Capital .85 Parker Hannifin 1.03 (December 5)
Brown-Forman Cl B-BF.B (NYSE) ....................................................... 1.00 12-09 12-08 12-29 Kinross Gold .03 Dominion Energy .63
IDACORP .75 RE/MAX Holdings Cl A .23 Primo Water .06 NONE
Lockheed Martin 2.80 Edgewell Personal Care .15
Cmnty Bankers Acqu-ESXB (NCM ).................................................... 0.04 11-29 11-26 12-02 KKR .145 RenaissanceRe Pfd. G .262 Radian Group .14 Manchester United Cl A .09 Flowers Foods .21 Monday
Lindsay .33
Dillard’s-DDS (NYSE) ............................................................................ 15.00 11-29 11-26 12-15 Maximus .28
Sensient Technologies .41 Reliance Steel .688 ManpowerGroup 1.26 FNB Corp .12 (December 6)
SJW Group .34 Sherwin-Williams .55 Manulife Financial .221 Gallagher .48
Fulton Financial-FULT (Nasdaq).......................................................... 0.08 12-01 11-30 12-15 MSC Industrial Direct .75 TE Connectivity .50
BlackRock 4.13
Southwest Gas .595 Manulife Financial .04 Genuine Parts .815 Cigna 1.00
Hingham Institution Savs-HIFS (Nasdaq).......................................... 0.75 1-03 12-31 1-12 MSCI 1.04
Standard Motor Prod .25 Timken .30 Martin Marietta .61 Knight-Swift Transport .10 Donaldson Co .22
PBF Logistics .30
Insperity-NSP (NYSE)............................................................................ 2.00 12-06 12-03 12-20 Reinsurance Grp Amer .73
SunCoke Energy .06 Western Alliance Banc .35 McDonald's 1.38 LCI Industries .90 Nordic American Tankers.01
Mannatech-MTEX (Nasdaq) .................................................................. 1.50 12-15 12-14 12-29 Sprott .25
Switch Cl A
Truist Financial
.052
.48
Saturday McKesson .47 Linde 1.06 Solaris Oilfield A .105
Nelnet A .24 Molson Coors A .34 Tilly's 1.00
Petroleo Brasileiro ADR-PBR (NYSE) ................................................ 0.38 12-03 12-02 12-22 Sturm Ruger .79
Unilever ADR .498
(December 4)
Polaris .63 Molson Coors B .34 Unifirst .30
NONE
Petroleo Brasileiro ADR A-PBR.A (NYSE) ......................................... 0.38 12-03 12-02 12-22 Wednesday WEC Energy Group .678 Schlumberger .125 Movado Group .25 Vishay Intertech .10
Tilly’s-TLYS (NYSE) ............................................................................... 1.00 12-07 12-06 12-15 (December 1) Wells Fargo .20 Sunday Stanley Black & Decker .79 Mueller Industries .13 Weber .04
Aflac .33 WW Grainger 1.62 (December 5) Stifel Financial .15 National Grid ADR 1.157 WR Berkley 1.00
Allete .63 Zoetis .25 NONE Tyson Foods Cl A .445 NOV .05 WR Berkley .13
DIVIDEND PAYMENT REDUCTIONS NASDAQ
Adjusted % Record Ex-Div Payment NASDAQ
Company Name-Ticker Symbol (Exchange) Yield Period To From Decrease Date Date Date Tuesday Via Renewables
Virtu Financial
.181 Peoples Bancorp of NC .17
.24 PepsiCo 1.075
None Monday PacWest Bancorp
Reynolds Cnsmr Prod
.25
.23
Littelfuse
LKQ
.53
.25
(November 30)
Wendy's Co .12 Perella Weinberg .07
(November 29) Atrion 1.95
Absolute Software .064
Shore Bancshares .12
Friday Avnet .24 Wednesday SLM Corp
Trustco Bank
.11
.35
Southern Missouri Banc .20
eXp World Holdings .04 Big 5 Sporting Goods .25 (December 1)
DIVIDEND PAYMENT BOOSTS LPL Financial Holdings .25
Superior Group of Cos. .12
(December 3)
Advanced Energy Inds .10 Bruker Corp .04 Arrow Financial .26
United Fire Group .15
Adjusted % Record Ex-Div Payment Macatawa Bank .08

Umpqua Holdings .21
American Software Cl A .11 CDK Global .15 Commerce Bancshares .262 Friday
Company Name-Ticker Symbol (Exchange) Yield Period To From Increase Date Date Date
Midland States Bancorp .28 Wednesday Barrett Business Svcs .30 CNB Financial PA .175 NVIDIA .04 (December 3)
National Instruments .27 (December 1) Calavo Growers 1.15 Cowen Cl A .10 Patria Investments .14 Capital City Bank Group .16
Nexstar Media Cl A .70 Allied Motion Techs .025 Capitol Federal Finl .22 eBay .18 Patterson-UTI Energy .02 Deswell Industries .10
Alpine Income Property Tr-PINE (NYSE).............. 5.6 Q .27 .255 5.9 % 12-09 12-08 12-30 Oasis Petroleum .50 Amalgamated Financial .08 Cogent Communications .83 Ebix .075 Qualcomm .68 Escalade .14
American Equity-AEL (NYSE)................................. 1.0 A .34 .32 6.3 11-29 11-26 12-13 Paychex .66 Big 5 Sporting Goods 1.00 Expeditors Intl of Wash .58 Rocky Brands .155 First Midwest Bancorp .14
Cognex .065
Sirius XM Holdings .022 Bryn Mawr Bank .28 First Finl Bancorp OH .23 Tetra Tech .20 Hancock Whitney .27
DallasNews .16
Brown-Forman Cl A-BF.A (NYSE) .......................... 1.1 Q .1885 .1795 5.0 12-03 12-02 12-28 Woodward .162 ConnectOne Bancorp .13 Fulton Financial .08 United Bankshares WV .36 Lancaster Colony .80
Eagle Bancorp Montana .125
Brown-Forman Cl B-BF.B (NYSE) .......................... 1.0 Q .1885 .1795 5.0 12-03 12-02 12-28 Tuesday Enterprise Bancorp .185 First Hawaiian .26 GCM Grosvenor Cl A .10 Thursday Old Natl Bancorp
QIWI ADR
.14
.30
First Mid Bancshares .22 Honeywell Intl .98 Haynes Intl .22 (December 2)
Carter's-CRI (NYSE) ................................................. 2.3 Q .60 .40 50.0 12-01 11-30 12-10 (November 30)
Intel .347 Interactive Brokers Grp .10 American National Bksh .28
Red River Bancshares .07
Adtran .09 Landstar System .25 Universal Logistics .105
Cathay General Bancorp-CATY (Nasdaq)............. 3.2 Q .34 .31 9.7 11-29 11-26 12-09 KLA 1.05 Investors Title .46 American National Group.82
Business First Bancsh .12 MGP Ingredients .12
Middlesex Water .29 Microchip Technology .232
Investors Title 18.00 AMERISAFE .29 Saturday
City Holding Co.-CHCO (Nasdaq)............................ 3.0 Q .60 .58 3.4 1-14 1-13 1-31 Caesarstone .10
Natl Western Life Cl A .36 MGE Energy .387 Analog Devices .69 (December 4)
Capital Bancorp .05 Nathan's Famous .35
Cross Timbers Royalty Tr-CRT (NYSE) ................ 8.4 M .073 .067 9.0 11-30 11-29 12-14 Phillips Edison .09 MidWestOne Fincl Grp .225 Brooks Automation .10 NONE
CB Financial Services .24 Pan American Silver .10
NBT Bancorp .28
Element Solutions-ESI (NYSE) .............................. 1.3 Q .08 .06 33.3 12-01 11-30 12-15 Cognizant Tech Sol .24
Selective Insurance Grp .28
Shenandoah Telecom .07
Park-Ohio Holdings .125
NetEase ADR .225
Cass Info Systems
Churchill Downs
.28
.667
Sunday
Community West Bancsh.07 PC Connection 1.00 Old Dominion Freight .20 (December 5)
Farmers National Banc-FMNB (NCM ) .................. 3.2 Q .14 .11 27.3 12-10 12-09 12-31 Warner Music Group .15 CSG Systems Intl .25
First Citizens Bcshs Cl A .47
Thursday Saturday Olympic Steel .02 Eastern Bankshares .08
NONE
First Guaranty Bcshs-FGBI (Nasdaq) .................... 3.2 Q .16 .145455 10.0 12-24 12-22 12-31 FirstCash .30
(December 4) Pactiv Evergreen .10 Exponent .20 Monday
Global Water Res .024 (December 2) Premier Inc. .20 First Financial Northwest .11
Golden Ocean Group-GOGL (Nasdaq)................... 24.1 Q .85 .50 70.0 12-09 12-08 12-16 NONE (December 6)
Heartland Financial USA .27 Astec Industries .12 Principal Financial Group .64 First Merchants .29 Amkor Technology .05
Guess-GES (NYSE) ................................................... 4.0 Q .225 .1125 100.0 12-08 12-07 12-24 Home Point Capital .04 Columbia Sportswear .26 Sunday Progress Software .175 Grindrod Shipping Hldgs .72 Citrix Systems .37
National Security Group .06 HomeTrust Bancshares .09 (December 5) Safety Insurance Group .90 Information Services .03 Glacier Bancorp .32
Hingham Institution Savs-HIFS (Nasdaq)............. 0.5 Q .55 .53 3.8 1-03 12-31 1-12 Origin Bancorp .13 LeMaitre Vascular .11 NONE Silgan Holdings .14 Interface .01 Heartland Express .02
Hormel Foods-HRL (NYSE)..................................... 2.4 Q .26 .245 6.1 1-18 1-14 2-15 Sinclair Broadcast Cl A .20 Jack Henry & Associates.46 Monro .26
Spirit of Texas Bcshs .12 ManTech Intl Cl A .38 New Fortress Energy .10
KeyCorp-KEY (NYSE)............................................... 3.4 Q .195 .185 5.4 11-30 11-29 12-15 NYSE American SS & C Technologies .20 Mercantile Bank .30 Penns Woods Bancorp .32
Marine Petroleum Trust Un-MARPS (NCM )......... 4.7 Q .106743 .064312 66.0 11-30 11-29 12-28 Monday Wednesday Friday Tradeweb Markets .08 Nasdaq .54 Popular Inc. .45
Trustmark .23 Navient Corp. .16 Prudential Bancorp .07
Motorola Solutions-MSI (NYSE)............................ 1.2 Q .79 .71 11.3 12-15 12-14 1-14 (November 29) (December 1) (December 3)
UFP Industries .20 Open Text .28 Ross Stores .285
NONE NONE NONE
Movado Group-MOV (NYSE)................................... 2.2 Q .25 .20 25.0 12-03 12-02 12-17 NYSE American
Tuesday Thursday Saturday
Natl Storage Affiliates-NSA (NYSE)....................... 2.9 Q .45 .41 9.8 12-15 12-14 12-30 (November 30) (December 2) (December 4) NONE
Tuesday Thursday
Nike Cl B-NKE (NYSE)............................................... 0.7 Q .305 .275 10.9 12-06 12-03 12-28 Amcon Distributing .18 NONE Sunday (November 30) (December 2) Saturday
Cohen & Co .25
Nuveen Sel 3-NXR (NYSE) ....................................... 6.9 M .0956 .0465 105.6 12-03 12-02 12-31 (December 5) NONE NONE Adams Resources .24 (December 4) NONE
Nuveen Sel TF-NXQ (NYSE) .................................... 4.3 M .0547 .042 30.2 12-03 12-02 12-31 Wednesday Chicago Rivet & Machine .22
Imperial Oil .219
Sunday
(December 1) (December 5) NONE
Permian Basin Royalty Tr-PBT (NYSE)................. 2.4 M .022527 .022354 0.8 11-30 11-29 12-14 NEW LISTINGS Friday
CompX IntlA .20
(December 3) NONE
Monday
PermRock Royalty Trust-PRT (NYSE) .................. 8.1 M .06254 .05345 17.0 11-30 11-29 12-14 (December 6) NONE
Presidio Property Trust-SQFT (NCM )................... 10.7 Q .104 .103 1.0 12-06 12-03 12-20 NYSE
San Juan Basin Royalty Tr-SJT (NYSE)................ 7.3 M .149811 .067705 121.3 11-30 11-29 12-14 Home BancShares (HOMB) NAME CHANGES
South Jersey Indus-SJI (NYSE) ............................. 5.1 Q .31 .3025 2.5 12-10 12-09 12-29 Nasdaq NYSE
United Bancorp-UBCP (NCM ) ................................ 3.7 Q .15 .1475 1.7 12-10 12-09 12-20 AeroClean Technologies (AERC) ATRenew (RERE), formerly AiHuiShou International
United Bankshares WV-UBSI (Nasdaq) ................ 4.0 Q .36 .35 2.9 12-02 12-01 1-03 Imperial Petroleum (IMPPV) BARK (BARK), formerly Original BARK
Unity Bancorp-UNTY (Nasdaq) ............................... 1.5 Q .10 .09 11.1 12-17 12-16 12-31 Information Analysis (IAIC) NYSE American & Nasdaq
York Water-YORW (Nasdaq) .................................... 1.6 Q .1949 .1874 4.0 12-31 12-30 1-14 mCloud Technologies (MCLD) None
O T H E R VO I C E S
The “smartest people in the room” could
resurface in any business, at any time. It’s human
nature to push the edge of the business envelope.
Enron executives began to sell their These abuses were “front and cen-
stock, allegedly on the basis of inside ter” for the drafters of the subsequently
information regarding undisclosed enacted Sarbanes-Oxley Act. Legisla-
losses. At the same time, many invest- tive responses to the various transgres-
ment advisors continued to recom- sions can be found throughout the act,
mend the stock to clients. By March including its treatment of oversight of
2001, a series of media reports began the accounting profession, auditor in-
to question the sustainability of Enron’s dependence, the credibility of the
share price. Among them was a promi- board’s audit committee, the integrity
nent article in Fortune that identified of financial statements, the ethics of fi-
potential financial reporting problems. nancial officers, whistle-blower protec-
Over the next several months, the tions, and preservation of documents.
stock collapsed, multiple years of En- The Enron abuses also prompted sub-
ron’s financial statements were re- stantial enhancements to governance
stated, the company’s CEO resigned, a principles and to the professional ethic
bailout merger failed, Enron’s credit obligations of attorneys.
was downgraded, and the Securities But no combination of legislation,
and Exchange Commission began an law enforcement, professional regula-
investigation of the company’s deal- tion, and best practices can provide
ings with related parties. On Dec. 2, assurances to any company or board of
Enron declared bankruptcy. Multiple directors that the “smartest people in
regulatory investigations followed, the room” won’t resurface in any busi-
several criminal convictions were ob- ness, at any time. It’s human nature.
tained, and Sarbanes-Oxley ultimately Some people will be “pushing the edge
Why Enron Still

was enacted to curb the perceived of the (business) envelope” all the
abuses arising from the Enron account- time—most in the best interests of the
ing scandal and several similar ones. company, but some, not so much.
The shocking costs of Enron’s col- These past abuses offer worthwhile
Matters After 20 Years

lapse were spread broadly among a lessons for today’s corporate leaders,
number of interests: the company’s many of whom weren’t serving in simi-
shareholders, most of whom lost the lar positions 20 years ago. They proba-
bulk of their investments; the employ- bly lack the near-visceral reaction to
ees, many based in Houston, who lost the word “Enron” that more senior,
their jobs; the investment analysts who and perhaps now retired, leaders re-
T
were misled by the Enron financials; tain. There’s a reason for Enron being a
hursday, Dec. 2, By Michael W. which the new generation of corporate the executives who received prison metaphor for mega-scandal.
marks the 20th Peregrine leaders—the ones who have entered sentences; and Enron’s auditor, the The more familiar that corporate
anniversary of the boardroom since then—might not venerable Arthur Andersen, which leaders are with the Enron saga, the
Enron’s bankruptcy, be fully familiar. But to them, their collapsed, following an obstruction-of- more likely they are to support the
a date that shall live colleagues, their advisors, and their justice conviction (ultimately reversed integrity of financial statements and
in American finan- investors, Enron still matters. by the U.S. Supreme Court). effective corporate governance. Lead-
cial infamy. The Enron saga began with its cre- The abuses that prompted the ca- ers who understand how financials
At the time, it was the largest bank- ation as an electricity and natural-gas tastrophe included an intricate busi- can, and have been, manipulated are
ruptcy in U.S. history and the first in pipeline company that, through merg- ness model that made external moni- more likely to insist on their accu-
a series of financial catastrophes that ers and diversification, transformed toring difficult. Complex financial racy. Leaders who understand the
threatened to destabilize the economy. into an energy-based trading and statements confused stockholders rationale for a company’s governance
Investments evaporated, jobs were lost, data-management enterprise engaged and analysts alike. There were also policies are more likely to follow than
reputations were destroyed, a famous in highly complex transactions. highly aggressive revenue recognition dismiss them. Leaders who are famil-
accounting firm collapsed, and people Among these were a series of unusual and “mark-to-market accounting” iar with the failures of the Enron
went to jail. The perceived failures of and complicated limited-liability, re- practices, speculative special-purpose board are more likely to recognize
Illustration by Edmon de Haro

Enron’s board and executives served lated-party transactions in which entities and the management conflicts indicators of similar conduct on their
as a primary impetus for the Sarbanes- some members of Enron’s financial they presented, a governance struc- own board.
Oxley Act and the corporate responsi- management team held lucrative in- ture that lacked the expertise neces- For them, their companies, and their
bility movement. terests, and which allowed the com- sary to properly monitor the business stakeholders, Enron still matters. B
As such, Enron remains one of the pany to transfer certain liabilities off and its financial practices, and an
most consequential corporate gover- its financial statements. overly aggressive corporate culture Michael W. Peregrine is a partner in the
nance and finance developments in As Enron’s stock price reached its that placed little value on ethics and Chicago office of international law firm
history. It’s a development with highest levels in August 2000, some compliance. McDermott Will & Emery.
MAILBAG
Send letters to Mail@Barrons.com. To be considered for The Readback, a podcast taking you
publication, correspondence must bear the writer’s name, inside the latest stories, is available
address, and phone number. Letters are subject to editing. wherever you listen to podcasts.
ESG investors can have it both ways? Premiums up, sell them. Premiums of money to buy nonregulated assets
David Poarch down, buy them (“Stock Options Are like natural-gas distribution compa-
Tulsa, Okla. the New Day-Trading Craze. What It nies and then later sell them for a
Means for the Market,” Nov. 19). Now is big loss and write off losses on their
To the Editor: the time to sell. A great way to hedge books (“Buy This Utility Stock. Regu-
China is doing what the U.S. should your holdings after a market run-up. lation Can Be a Good Thing for Pa-
be doing, i.e., focusing on benefiting David Sylvain tient Investors,” Nov. 19).
the standards of living of working On Barrons.com I worked for Duke Energy for 40
people. The obscene wealth disparity years and saw this time and time
we have is also a problem in China. To the Editor: again.
“Common prosperity” is the corner- “Options are a tool to reduce risk, not Maybe Dominion Energy has
stone of a new approach in China, increase it, but that’s not what’s hap- learned its lesson and will focus on
while we’re still suffering the Reagan- pening”: wise and chilling words from getting reimbursed by the state utility
era “greedy is good” avarice that re- Oppenheimer chief options strategist commissions to fight greenhouse gas
sults in a billionaires’ space race and Michael Schwartz, a man of maturity as a means of growing its earnings.
unaffordable housing. and long experience. I own 600 shares and wish I
Mark Labato Christopher Phelps never bought this stock. However,
On Barrons.com On Barrons.com I think Dominion will gradually re-
cover. I do like its nuclear plants, and
these will continue to be profitable
“Unconventional Yield” Where’s the Bitcoin? due to greenhouse-gas abatement.
Tracy Saville
To the Editor: To the Editor: On Barrons.com
Randall W. Forsyth cites a UBS study In “Bitcoin Could Be in Your Bond,
To Invest, or of investment vehicles providing “un-

conventional yield” (“Bonds Look Like
a Bad Bet Now. Here’s Why,” Up &
Stock, and Commodity Funds. What
to Know” (Funds, Nov. 19), Lewis Bra-
ham is dead-on in saying, “Bitcoin is
Raise My Taxes, Please
Not Invest, in
Down Wall Street, Nov. 19). I would turning up in odd places.” One exam- To the Editor:
like to suggest another category of in- ple that could have been included is Edward Yardeni’s Other Voices essay
vestment that pays quite generous the corporate balance sheet, and the brings up some good points (“All
yields and has received little if any pub- increasing tendency of publicly traded Americans—Not Just the Wealthy—
China
licity in the financial press: auto-call- corporations to substitute Bitcoin for Are Better Off Than Ever,” Nov. 5).
able contingent income securities. (Per- cash. I suspect that few shareholders However, I suggest that he take a look
haps the somewhat clunky name are aware of the risk involved here. at the real world in which poor peo-
scares people off.) These securities are When chain letters were faddish 50 or ple are trying to survive and old peo-
tied to the price of an underlying stock, so years back, it was a good thing that ple are faced with a lack of medical
To the Editor: and pay a stated rate of interest quar- corporate treasurers didn’t consider care.
Excellent and informative article (“China’s Big Moment,” terly as long as the stock price remains them an asset class. I would be willing to kick in an
Cover Story, Nov. 19). It highlights one of the most im- within a predetermined range. Maturi- Thomas D. Finnigan extra 1% or 2% on taxes so that ev-
portant aspects of the global economy over the past 20 ties range from one to three years, and Alexandria, Va. eryone in this country would have
years, which is that Chinese production has been the the underlying stocks vary from the enough to eat and seniors could re-
single greatest deflationary force—outweighing even an highly volatile to the more sedate. ceive adequate medical care. I’m sure
aging population. That’s now changing as China transi- For investors who are willing to Dominion’s Prospects there are others who feel this way,
tions to an economy based on domestic consumption. take some risk, these issues can be and if they don’t, they should.
Dennis Gill highly rewarding. I keep roughly 25% To the Editor: Richard Carey
On Barrons.com of my available cash in them, and I These regulated utilities spend tons Bradenton, Fla.
never venture out more than one year.
To the Editor: Issues tied to more-volatile stocks
This article completely ignores the global movement to offer greater interest rates and deeper
make investing more ethical through environmental, so- downside thresholds.
cial, and governance, or ESG, criteria. How can a com-
pany that is managed by officers who supposedly have a
Bill Gottdenker
Mountainside, N.J.
“Lewis Braham is dead-on in
fiduciary duty to their stockholders invest in a country
that is ruled by a totalitarian regime, is one of the worst saying, ‘Bitcoin is turning up
Stephan Schmitz
polluters in the world, persecutes religious observation, is Selling Options

accused of genocide, and imprisons those who seek the
freedoms that were promised to them in the treaty trans- To the Editor: in odd places.’ ”
ferring the governance of Hong Kong? Does that mean How to make money in options? Thomas D. Finnigan, Alexandria, Va.
X W L C 10 11 12 H G R P 4 8 3 F 2 D 6 7 9 0 A
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GUIDE TO WEALTH
NOVEMBER 29, 2021
B A R R O N ’ S W E A LT H & A S S E T M A N A G E M E N T G R O U P
UPDATING
THE TAX
PLAYBOOK
Taxes are heading
higher, but a lot is still
in flux. How to handle
this year’s taxes and
plan for the future.
Also: taxing crypto.
PAGE S2
S2 BARRON’S November 29, 2021
November 29, 2021 BARRON’S S3
CHANGE
YOUR TAX
PLAYBOOK
The uncertainty around a new tax law is making
planning this year particularly difficult. Here’s what
advisors are recommending now.
By K AR E N HU BE
W
e live in an age that con- to determine the best moves for these very uncertain
founds planning. No matter times.
how organized you are,
travel, family gatherings, and Minimize capital gains. Opportunities to harvest
yes, even tax planning can be losses in your stock portfolio to offset capital gains
easily derailed. President Joe may be slim, given the broad stock market rally in re-
Biden’s budget bill—however cent years, but don’t overlook losses in other asset
it looks in its final iteration—will certainly contain a classes.
host of changes for next year, and possibly one big one Cryptocurrencies, which have been extremely vola-
Cover illustration by Chris Gash
for this year. And that uncertainty is making year-end tile this year, may offer tax-loss harvesting opportuni-
tax planning exceptionally challenging. ties, says Tara Thompson Popernik, director of re-
But there are a number of moves that taxpayers search for the wealth strategies group at Bernstein
should consider now to cut their 2021 tax bills, several Private Wealth Management. You can mix-and-match
of which are scheduled to expire at the end of this year. losses and gains between asset classes, she says. Bit-
Barron’s canvassed financial advisors and tax experts coin or Ethereum losses, for instance, can be used to
Illustrations by CHRIS GASH

offset stock gains. ning in 2018 investors have been able to stock without triggering any tax. of more than $10 million and 8% on in-
Be sure to match time frames. Realized defer, reduce, or wipe out capital-gains come of more than $25 million. Adjusted
losses from long-term investments—mean- taxes by investing realized capital gains in Weigh benefits of year-end versus gross income includes wages, capital gains,
ing those held for more than a year—can be any of about 8,700 opportunity zones in early-2022 tax moves. When tax rates are dividends, and other income, so the sur-
used to cancel out realized long-term gains. the U.S. These are typically low-income expected to remain level or decline the fol- charges would raise effective income and
Short-term losses can offset short-term areas in need of economic stimulus. lowing year, taxpayers can benefit by defer- capital-gains rates.
gains. Up to $3,000 in excess losses can be The program allows for the cost basis on ring income or tax-triggering events, such Trusts would get hit at a much lower
deducted against ordinary income, and any reinvested capital gains to be stepped up by as rebalancing a portfolio with big embed- level: The 5% surcharge would kick in
remaining excess losses can be used as 10% when the investment is held for five ded gains, until the new year. when trust income exceeds $200,000;
offsets in future years. years. After 10 years, all capital gains in Advisors are recommending this ap- the 8% rate would kick in when income
For stocks and bonds, the so-called the investment become exempt from taxes. proach for most taxpayers, given that is more than $500,000.
wash-sale rule prohibits buying the same “The opportunity to get the 10% step-up an increase in income and capital-gains tax Popernik says she is waiting as long
or similar asset back for at least 30 days after five years expires this year,” says Mi- rates seems unlikely next year. Biden’s plan as possible to see if the surcharge passes
after a sale. But the rule does not apply chael Prinzo, managing principal of tax at to raise top rates on gains and income this year before deciding when it’s best
to cryptocurrencies—at least for now. CliftonLarsonAllen. Starting next year, hasn’t gotten enough support to survive to rebalance client portfolios, a process that
Changes to the wash-sale rule to include investors can still reinvest realized gains in the budget bill negotiations so far. typically produces significant gains.
cryptocurrencies starting in 2022 are opportunity zones to defer taxes, and if However, wealthier taxpayers and own-
among the numerous proposals in the bud- held for 10 years, their tax obligation is ers of trusts should weigh the benefits of Use the estate-tax exemption. In this
get bill still being considered. wiped out. doing the opposite: accelerating income— case, don’t wait to see how the political
Another way to manage large gains is both earned and from investments—into push-and-pull resolves, says Justin Miller,
Head to the opportunity zone. Beyond to donate some of your highly appreciated 2021. Their overall tax burden may be national head of wealth planning at Ever-
using losses to offset gains, consider defer- assets to fulfill your charitable goals. By higher next year if lawmakers push core Wealth Management.
ring capital gains by investing in opportu- donating stock directly to a charity, you through a proposed surcharge, Popernik If you have been preparing to gift up
nity zone investments before a special in- will get a deduction for the market value of says. to this year’s $11.7 million-per-person ex-
centive expires at year end. the shares, without owing any tax on the Support has coalesced around a levy emption on expectations that it will be di-
Under the Tax Cuts and Jobs Act, begin- unrealized gains. The charity can sell the of 5% on adjusted gross individual incomes aled back next year, follow through, he
Best Bets on
Budget-Bill
Tax Changes
H
igher taxes are on the way for the very wealthy,
and corporations. But when these changes
begin, and what they’ll involve, remain unset-
tled as lawmakers debate how to pay for Presi-
dent Joe Biden’s $1.8 trillion budget bill.
The House passed its version of the expansive social
spending and climate plan on Nov. 19, despite a report
from the Congressional Budget Office that the bill would
cost closer to $2.4 trillion and increase the federal budget
deficit by $160 billion over 10 years.
The CBO analysis, however, didn’t include revenue
from a proposed provision to beef up enforcement at the
Internal Revenue Service. That, Democrats estimate—
along with $1.5 trillion raised through tax increases—
would pay for the bill’s broad reach.
Next, the bill moves to the Senate, where it is all but
certain that legislative wrangling will continue and
changes will be made. Support from all Democrats will
be required for the bill to pass in the 50-50 Senate, where
all Republicans are expected to vote against it. In the
event of a tie, Vice President Kamala Harris would cast
Stocks may be up, but cryptocurrencies,

says. “If it was a good plan to begin with, Roth conversions are also a topic this
don’t rip it up. The exemption is set to ex- year for clients interested in estate plan-
which have been extremely volatile this

pire after 2025 anyway,” as scheduled by ning, says Hollstein. The 2019 Secure Act
the Tax Cuts and Jobs Act. eliminated the opportunity for heirs
year, may offer tax-loss harvesting

In addition, consider taking advantage to spread IRA withdrawals over their life-
of annual tax-free gifts, Popernik says. times, setting a 10-year draw-down sched-
opportunities.
Taxpayers can give $15,000 per person ule. “This makes inheriting a Roth IRA
with no gift-tax consequence. For married much more attractive,” she says. “Although
couples who want to help an adult child heirs have to take the money out in 10
and spouse, they can give a combined years, it won’t be taxable.”
$30,000 to each spouse. “You can give dard deduction was doubled (this year it is to deduct cash gifts to charities of up to Withdrawals from regular IRAs are
$60,000 in December and another $12,550 for singles and $25,100 for cou- $300 for singles and $600 for couples taxed at income tax rates. From a Roth
$60,000 in January without gift taxes— ples), and a $10,000 limit was set on state against taxable income, even if you claim IRA, they are tax free.
you’re not only gifting the money, you’re and local tax, or SALT, deductions. the standard deduction. As for investments, if you have up-
also gifting future growth on the money,” Condensing several years’ worth of ward of $5 million or so in IRA accounts,
Popernik says. charitable donations into a single year can Revisit IRA strategies. Consider a Roth carefully weigh whether to add new invest-
help taxpayers achieve a deduction that IRA conversion before year end. It could ments—or if you do, favor liquid invest-
Maximize charitable gifts. Two tempo- exceeds the standard deduction, enabling be cheaper than waiting, says Gretchen ments such as stocks and bonds, Miller
rary perks for cash gifts to charities expire them to itemize, Popernik says. But she Hollstein, a senior advisor at Litman Greg- says.
this year. The first allows 100% of cash cautions that with the $10,000 SALT cap ory Wealth Management. That’s because many lawmakers support
gifts to be deductible. Normally, deductions potentially rising—another change debated Assets converted from a regular IRA limiting aggregated assets in an IRA to less
are capped at 60% of adjusted gross in- by lawmakers—taxpayers must carefully to a Roth are taxed at income tax rates. If than $10 million by requiring distributions
come. evaluate their year-end gifting strategies. you’re in the crosshairs of the proposed starting in 2029. Miller says that at an an-
This benefit is available to folks who The second expiring benefit, passed surcharge for high-income taxpayers be- nual growth rate of 7%, “someone with $5
itemize deductions, which has become under the Coronavirus Aid, Relief, and ginning in 2022, “you may pay less taxes million in an IRA today could easily fall
more difficult since 2018, when the stan- Economic Security Act, is the opportunity on a conversion this year,” says Hollstein. into that trap in 10 years.” B
a vote, presumably for a Democratic win. modified adjusted gross income of over $10 million, million would have to begin taking required minimum
The Senate may still vote on the bill prior to year end, and an additional 3% surcharge—for a total of 8%—on contributions—regardless of their age—beginning in
but a full legislative plate could mean postponing a vote income of over $25 million. AGI includes wages, commis- 2029. Currently, distributions are required after IRA
until early next year, says Garrett Watson, a senior policy sions, capital gains and dividends, and retirement-plan owners turn 72, no matter the account size.
analyst at the Tax Foundation. distributions, among other income. Rules for Roth IRA conversions would also change.
Perhaps the biggest sticking point in the Senate is the The surtax would boost the effective top tax rate from Starting in 2032, singles with income of more than
House proposal to raise the $10,000 limitation on state 37% to 48.8% on ordinary income when the 3.8% Medi- $400,000 a year and couples earning more than
and local tax deductions. The so-called SALT cap was care tax, and 20% to 31.8% on capital-gains tax, is in- $450,000 would be prohibited from converting assets
imposed by the Tax Cuts and Jobs Act in 2018. The cluded. from an IRA to a Roth IRA.
House bill would allow up to $80,000 in SALT deduc- For nongrantor trusts, the 5% would apply to income
tions beginning this year—2021—through 2031, at which of more than $200,000 and an additional 3% to income Set a corporate-tax floor
point it would fall back to $10,000. of more than $500,000. A 15% minimum tax would be levied on corporations
While lawmakers from high-tax states such as New earning more than $1 billion in annual profits. Some 230
York and New Jersey say they won’t support a bill that Apply the Medicare tax to pass-through income businesses would be affected by this provision, according
doesn’t raise the SALT cap, a bump to $80,000 would Most businesses are not subject to corporate income tax: to the Tax Foundation.
cut taxes almost exclusively for the wealthiest taxpayers Instead, they are structured as pass-through entities—
and provide no relief to most middle-income folks, ac- such as sole proprietorships, partnerships, limited liabil- Tax foreign profits
cording to the Tax Policy Center. ity companies, and S-Corps—which means their owners While there is support among lawmakers for taxing for-
Under a $80,000 cap, 1.6% of households with in- include their share of business profits on their personal eign profits, it is unclear how a provision may shape up.
come of $54,000 to $96,000 would receive an average returns and are taxed at their personal income tax rate. The House bill proposes a new 15% tax on foreign profits,
benefit of $20 on their 2021 tax returns, while more than Owners of pass-through entities do not currently pay the separate from the proposed 15% minimum corporate tax,
three-quarters of households in the top quintile of earn- 3.8% Medicare tax. But a provision in the bill would levy but senators have been crafting their own provision, says
ers would benefit with an average $2,040 tax savings, the tax on active income of more than $400,000. Active Watson. “This will be an interesting area to watch.”
according to the Tax Policy Center. income includes salaries. Passive income, which is in-
While these issues continue to get hashed out, here vestment income, would not be subject to the tax. Apply a surcharge to stock buybacks
is a look at provisions likely to remain largely intact— Any company that buys back its own stocks would face
though possibly with some modifications—if the bill Limit business-loss deductions a 1% transactional charge.
passes in the Senate. Currently, losses from pass-through businesses can be
carried forward into future years indefinitely; the new Bulk up IRS muscle
A surcharge on wealthy taxpayers and trusts law would limit losses to a one-year carry forward. Funding to strengthen IRS enforcement capabilities and
After original proposals to raise tax rates on ordinary crack down on tax dodgers would aim to close an esti-
income and capital gains were sunk by centrist Demo- Tighten rules for large IRAs mated $400 billion tax gap, the difference between the
crats, a compromise has gelled for a 5% surcharge on Individuals with aggregated IRA assets of more than $10 amount owed and collected each year. — K.H.
or profits off crypto.

In some ways, it shouldn’t be hard to
comply with Internal Revenue Service
rules. At the most basic level, crypto is
subject to capital-gains tax on net profits
from a sale. Short-term capital gains are
taxed as ordinary income, which applies
to crypto sold within a year of purchase.
Long-term capital gains rates range from
0% to 15% to 20%, depending on income
levels, and may include an additional 3.8%
surcharge for filers with more than
$200,000 in modified adjusted gross
income or investment gains.
As a capital asset, crypto losses can
offset gains in investments like stocks or
real estate. If you booked short-term trad-
ing losses in crypto, for instance, they
could offset short-term gains in stocks,
or vice versa.
Y
et investors may have to do their
own accounting, since many digi-
tal-asset exchanges don’t issue
standard 1099-B forms. Those
forms record the cost basis of transactions
and net gains or losses from sales. With-
out them, taxpayers may need to use soft-
ware or consult a tax preparer to figure
out what they owe.
Coinbase Global (ticker: COIN), one
of the largest exchanges, plans to issue a
Cryptos Are Taxed Like

1099-MISC form for users with more than
$600 in “fee income and rewards” from
activities like staking their holdings in
return for an interest rate. But investors
Stock. So Why Is It So will be on their own to calculate gains or

losses from crypto sales, since Coinbase
isn’t supplying 1099-B forms. Coinbase
said in a statement that it isn’t issuing the
Hard to Figure It All Out? form “as it is not required by the IRS for
this upcoming tax season.” The company
says it plans to provide gain/loss reporting
next year.
lion over 10 years by tracking and taxing Gemini—another big exchange—plans
The rules around taxing cryptocurrencies are straightforward—but the industry crypto transactions. Digital wallets, used to issue 1099-K forms for customers with
doesn’t make it easy to follow them. What to know and how to prepare. for holding crypto assets, along with de- more than 200 transactions and gross sale
centralized platforms for lending and trad- proceeds above $20,000. But the forms
ing cryptos, may have to report tax infor- show gross proceeds, without a cost basis.
BY DAREN FONDA a currency. So, selling can incur significant mation to brokerages that may then issue Other brokerages make things a little eas-
capital-gains taxes, especially if you’ve tax forms with more transaction records. ier. Robinhood Markets (HOOD) plans to
I
nvestors in cryptocurrencies may owned coins for a year or less. And if Starting in 2024, anyone receiving more issue crypto capital-gains and cost-basis
be sitting on big profits. Bitcoin you’ve earned interest by lending or “stak- than $10,000 in crypto for a product info on consolidated 1099-B forms, and
and Ethereum, the two largest ing” tokens, that interest is taxable, just or service will have to report identifying use 1099-MISC forms for other income.
cryptos, are up 100% and 470% like interest from a bond or bank account. details about the sender of the crypto, PayPal (PYPL) and Square (SQ) both
this year, respectively. Solana, Indeed, crypto taxation can be compli- just as they would a cash transaction plan to issue 1099-B forms for the 2021 tax
another major coin, is ahead cated, depending on how investors trade, over that amount. year.
13,300%, while the “joke” token use, and manage their holdings. The government also aims to crack More complications arise, given the
Dogecoin has gained 49,000%. One thing is clear: Washington views down on taxpayers who may underreport varied ways that investors buy, hold, and
While the profits may have enriched crypto as a large and growing new source gains. Taxpayers must now check a box exchange their crypto holdings. Investors
crypto owners, taxes may be coming due of tax revenue. Congress included several on their return, declaring whether they’ve can use a digital wallet and other nonbro-
soon, and the situation isn’t clear cut. The tax-reporting requirements for brokerages transacted or had a “financial interest” in kerage accounts that enable them to hold
government taxes crypto like any other and businesses in the infrastructure bill a virtual currency. Taxpayers face poten- and trade their crypto outside a major
investment—in other words, it’s that President Joe Biden recently signed. tial penalties or prosecution if they will- exchange. Digital wallets like Metamask,
considered an asset, like a stock, and not The government expects to raise $28 bil- fully neglect to report all of their income which has 21 million users, allow investors
.
ly
on
us l,
Why consider
al a
ci on
e
an independent
advisor?
er rs
m pe
co r
Fo
Yusuf A.
Independent financial advisor since 2009
n-
no
I chose to become an independent Registered Investment Advisor because

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Member SIPC. (0620-0V7P) (ADP111216-00 / MK:00246441) (05/20)
to transfer holdings from an account with (GBTC), and Bitwise 10 Crypto Index
an exchange and hold it separately. Inves- “The IRS is getting info on who’s invest- fund (BITW), a basket of major coins. The
tors can then shift cryptos to a decentral- funds are taxed like pass-through entities,
ized-finance or DeFi, platform, and earn ing, but they’re not getting information with steep expenses, and may trade at
interest by lending their tokens to liquid- premiums or discounts to underlying
ity pools or staking their assets to help on how much those investors may have holdings (both are now at discounts).
secure a blockchain network. Traders also Grayscale issues a gross-proceeds tax
swap tokens on automated trading plat- actually made.” form and Bitwise issues a K-1 form, rather
forms like Uniswap, which consist of than the more common 1099-B.
“smart contracts” between buyers and Several futures ETFs are now trading,
sellers. None of these entities issue tax to comply with the new rules. The IRS crypto may soon be reportable. If you try including the ProShares Bitcoin
forms, partly because there isn’t a com- hasn’t specified what qualifies as a “sub- to buy a Tesla in Bitcoin, the IRS may con- Strategy (BITO) and Valkyrie Bitcoin
pany keeping tabs on trading, gains, or stantially identical” crypto. That could be sider it the equivalent of a cash transaction Strategy (BTF). The funds should do a
losses. problematic, since Bitcoin and other cryp- and require that the recipient of the crypto decent job of tracking the spot price of
Investors can lose track of their cost tos have spinoff tokens like Bitcoin Lite, report it, including the name and Social Bitcoin. But they aren’t low cost, imposing
basis as crypto assets move from one plat- for instance. “There’s an argument to be Security number of the sender. Small a drag on returns that could add up to
form to another. But the tax authorities made that Bitcoin is a different asset than transactions that add up to $10,000 2.5% annually, on top of their management
requires investors to self-report capital Bitcoin Lite or some other spinoff,” says within a 15-day period will also be report- fees, depending on expenses associated
gains or income in order to determine Tom Shea, tax principal at Ernst & Young. able by the recipient of the crypto, accord- with continually rolling over futures
profit and, of course, tax owed. If there’s Investors should also note that if they ing to Shea. The law makes it a felony not contracts. They may also delve into other
a discrepancy between self-reported sell a crypto and then use the proceeds to to comply, including potential prison time. crypto assets or derivatives to maintain
investment income and the proceeds make a purchase—rather than paying with exposure levels.
O
reported by a brokerage, investors could the currency itself—the sale is considered ne way to keep things simple: Owning crypto directly avoids those
get an audit notice from the IRS asking a taxable event by the IRS. While apps like own crypto through a security, issues, while increasing the tax filing and
them to reconcile the figures. PayPal and Square issue tax forms with such as a stock, exchange- reporting issues. Whether to own crypto is
“Crypto can move from wallet to wallet, investors’ cost basis, other apps may only traded fund, or limited- another matter. The one winner:
and people may have no idea what their record the information, leaving it to inves- partnership fund. Several crypto funds accountants and software providers that
cost basis is,” says David Kemmerer, CEO tors to self-report gains. trade like stocks over the counter, now have a new asset to crunch the
of CryptoTrader.Tax, a software provider. Moreover, transactions over $10,000 in including the Grayscale Bitcoin Trust numbers. B
“The IRS is getting info on who’s invest-
ing, but they’re not getting information
on how much those investors may have
actually made.”
Tax-Savvy Giving Strategies
N
ew tax rules that passed in the
infrastructure legislation, mean-
while, aim to close some crypto
loopholes. The Treasury Depart-
ment wants brokers to share cost-basis
information and pass it on to the IRS so
that investors can’t hide gains as they shift
Can Backfire If Donors
assets around. Digital wallets and DeFi
platforms may also have to maintain tax
information and turn it over to brokerages
as part of a new reporting regime.
Don’t Ever Give
One change in effect for the 2022 tax year The number of individual donor-advised
may close a “wash sale” loophole for crypto. Donor-advised funds, or DAFs, offer an immediate tax break on gifts made in the fund accounts topped one million for the
The Democrats’ Build Back Better bill in- future. But donors should have a clear plan for giving the money away. first time, according to a 2021 report by
cludes digital assets in standard wash-sale National Philanthropic Trust, a nonprofit
rules. The rules prevent investors from tak- that advises donors, foundations, and fi-
ing a tax write-off on a loss if they buy a BY SARAH MAX Graves, 37, especially since the foundation nancial institutions. While the nearly $160
“substantially identical” security within 30 intends to spend down its endowment by billion held in donor-advised funds is no
I
days before or after a sale. n 2014, Denise and John Graves 2044. “If your intent is to give money away, match for the $1.1 trillion sitting in private
Investors trading Bitcoin, for instance, sold their company, Convey Com- you’ve got to prioritize actually giving it foundations, DAFs have swelled in popu-
could now sell every time it drops below pliance Systems, for more than away,” he says. larity.
their cost, and buy more immediately after $100 million, and used roughly Yet in the rush to save taxes by setting Donor-advised funds date back to the
(or before) the sale, and claim a loss. If an half of the proceeds to fund a fam- up family foundations and, increasingly, 1930s, but were codified with the Pension
investor did this with a stock, the loss ily foundation. “All of sudden we donor-advised funds, many high-net-worth Protection Act of 2006. DAFs are easy to
would be disallowed under wash-sale had this huge liquidity event and individuals and families often make the set up and manage, and enable would-be
rules. An investor could still add the loss we got swept into the world of philan- giving an afterthought. The unintended donors to make large charitable contribu-
to the cost basis, potentially lowering tax- thropy,” says Bill Graves, who manages The consequence: Money is pouring into these tions that are earmarked for charity, but are
able gains if the stock bounces back. It is Graves Foundation on his parents’ behalf. tax-friendly charitable giving vehicles and not immediately given to the charity. Ac-
likely, however, that the wash-sale will Making good on the foundation’s mis- piling up, say critics, at a time when many count holders aren’t required to meet any
apply to crypto investing in 2022. sion to help Minneapolis youth achieve charities are doing more with fewer re- sort of distribution requirements, though
Yet some ambiguities may make it tough thriving adult lives is a full-time job, says sources. they do get an immediate tax deduction, or
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need to remember how deductions work.

“If I give a dollar away and save 25 cents in
taxes, I’m still giving away 75 cents,” Cain
says. “Philanthropy should be the motiva-
tion, not tax savings.”
Meanwhile, with tax changes still sur-
rounded by uncertainty, most people
shouldn’t feel they need to rush to put
money in a DAF before the end of the year.
With the exception of a windfall or an un-
usually high income year, he says, it might
make sense to wait until 2022, when there’s
more clarity around tax changes.
Donate stock, not cash

One reason DAFs have swelled in popular-
ity is they are the easiest way to transfer
appreciated stock and avoid paying capital
gains. Donors receive a charitable deduc-
tion for the fair market value of donated
stock, so long as it has been held for more
than a year. The value of the donation is
determined on the day of the donation. “As
long as you’ve held shares for at least a
year, you can transfer securities into a DAF
pretty seamlessly,” Kessler says.
For donors over the age of 72—the new
age when required minimum distributions
kick in—a qualified charitable distribution
(QCD) from an IRA is another option. Retir-
ees can donate up to $100,000 worth of se-
curities from individual retirement accounts,
the option to carry it forward. Account without owing income tax on the distribu-
holders can make charitable gifts from the “We’re in an unprecedented time of tion. That will satisfy the required minimum
fund to any 501(c)(3) organization, in their distribution and enable donors to take the
name or anonymously, immediately or at wealth creation, which is great for the standard deduction—no need to itemize to
any point in the future. claim the charitable donation in this case.
“I’m seeing a lot of younger families at world, but only if money intended for One important caveat, though: This tax break
the height of their careers who want to set is only available on donations that go directly
aside money for charity and be intentional charity actually goes where it’s needed.” from an IRA to a specific charity, not a DAF.
about it, but need more time” to decide how
they want to distribute the funds, says Understand the nuances of DAFs
Heather Kessler, a certified financial plan- There are two main avenues for setting up
ner with Coldstream Wealth Management “We’re in an unprecedented time of wealth the highest on record, according to NPT, donor-advised funds. One is through com-
in Bellevue, Wash., who equates DAFs to a creation, which is great for the world—but which reviewed tax data for 976 charitable munity foundations, which are public char-
Health Savings Account for charity. “It’s a only if money intended for charity actually organizations that sponsor DAFs. Likewise, ities that typically focus on local charities
way to front-load charitable giving so you goes where it’s needed,” he says. Schwab Charitable donors made 24% more within a specific geographic area.
can have money set aside to support phi- Graves isn’t alone in this view. In late grants totaling 13% more dollars than in the Most big fund companies offer donor-
lanthropy through retirement and possibly 2020, philanthropists and leaders of such previous fiscal year, which was a record- advised funds through the public charities
multiple generations.” foundations as the Ford Foundation and setting year. they set up to support these funds—Charles
DAFs are also one of the easiest ways to Hewlett Foundation launched the Initia- Whether it’s required or not, donors Schwab, Fidelity Investments, and Van-
transfer appreciated securities to charity tive to Accelerate Charitable Giving, with should be more proactive about their chari- guard Group all offer low-fee DAFs. These
and avoid paying capital-gains tax. With the goal of highlighting the growing gap table donations, say advisors, lest they miss are a great option for self-directed donors
equity markets at record levels and tax in- between the underfunded needs of chari- out on one of the biggest benefits of being who have a good handle on how they want
creases on the horizon, DAFs look even table organizations and the record levels of charitable—making an impact. Here’s how to distribute their charitable dollars. DAFs
more enticing. “For many people it’s rush, assets sitting in private foundations and to be more strategic about giving. run by Schwab and Fidelity offer a range of
rush, rush to fund these accounts,” says donor-advised funds. In June, Senators investment options and tools for donors to
Jason Cain, chief wealth strategist with Angus King (Ind., Maine) and Chuck Don’t let taxes drive decisions manage their giving.
Boston Private. “But then life gets busy,” he Grassley (R., Iowa) introduced the Accel- Any time there is talk of rising taxes, For donors wanting more direction,
says, and with no requirements for distrib- erating Charitable Efforts Act, which wealthy investors take a closer look at their “community foundations can be really good
uting money in the accounts to charity, that would establish a timeline for donations to charitable giving. It makes sense for people entry points,” says Kessler. Community
task often goes to the back burner. working charities from DAFs. who prioritize philanthropy—especially if foundation DAFs tend to carry higher fees,
That’s where Graves and other critics see To be fair, DAF distributions have been they are facing a large tax bill—because Kessler says, but they often provide more
a problem. The issue isn’t the vehicles on the rise recently. In the 2020 fiscal year, they will have more money to give. But peo- hands-on guidance for donors looking to
themselves, but philanthropic apathy. the payout rate was 23.8%, which is one of ple who are motivated by the tax break explore causes in their communities. B
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About this section

This guide provides readers with expanded details on Barron’s-ranked advisors. Barron’s publishes four individual
advisor rankings each year along with three team- or firm-based rankings. All advisors appearing here are eligible
because they have appeared in a Barron’s wealth-management ranking in the preceding year. Advisors pay a fee to be
listed in this special section, but their participation has no bearing on future rankings.
TOP ADVISOR How are advisors ranked?

Advisors who wish to be ranked fill out a comprehensive application about their practice. We verify that data with the
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GUIDE
The formula features three major categories of calculations: assets, revenue and quality of practice. In each of those
categories we do multiple subcalculations. We have spent more than 15 years perfecting the balance of these factors to
create a consistent and clear benchmark that accounts for the wide range of practice models in the wealth management
industry. This benchmark minimizes bias and human error in our process.
This section is a reprint of select advisors from our How do I find an advisor?
four annual financial advisor rankings. For more Barron’s rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help
information on them and other ranked advisors, investors narrow a search. Every advisor will have his or her own approach to investing, financial planning and other
visit barrons.com/guide. services. Clients are encouraged to approach the search for an advisor the way they would a search for a doctor—
interviewing multiple professionals and getting opinions from multiple third parties.
ARIZONA
James Marten Trevor Wilde Garrett Bland Seth Haye George Papadoyannis
Merrill Lynch Wealth Wilde Wealth Management Morgan Stanley Private Wealth Morgan Stanley Ameriprise Financial Services
Robert Bancroft Management Group Management Westlake Village San Mateo
Morgan Stanley Private Wealth Phoenix Scottsdale Los Angeles seth.haye@morganstanley.com george.x.papadoyannis@
Management
james_marten@ml.com trevor@wildewealth.com garrett.bland@ (805) 494-0215 ampf.com
Scottsdale
(602) 954-5016 (480) 361-6203 morganstanleypwm.com advisor.morganstanley.com/ (650) 593-9170 x328
robert.bancroft@ fa.ml.com/martengroup wildewealth.com (310) 788-2190 the-oaks-group papadoyannisandassociates.com
morganstanleypwm.com advisor.morganstanley.com/
$2,444m Total Assets $1,315m Total Assets $1,345m Total Assets $4,400m Total Assets
(480) 624-5714 the-bland-group
$4m Typical Account Size $1m Typical Account Size $3.5m Typical Account Size $2m Typical Account Size
advisor.morganstanley.com/
$642m Total Assets
bbsg
David Stahle $12m Typical Account Size Richard Jones Laila Pence
$1,552m Total Assets Merrill Lynch CALIFORNIA Merrill Private Wealth Pence Wealth Management
$25m Typical Account Size Gilbert Steven Check Management Newport Beach
david_stahle@ml.com Matthew Babrick Check Capital Management Inc. Los Angeles laila.pence@lpl.com
Michael Butt First Republic Investment Costa Mesa
(480) 752-6435 richardb_jones@ml.com (949) 660-8777
Morgan Stanley Management
fa.ml.com/sbgroupaz scheck@checkcapital.com (310) 407-4925 pencewealthmanagement.com
Scottsdale Los Angeles
$2,923m Total Assets (714) 641-3579 pwa.ml.com/joneszafarigroup $4,081m Total Assets
michael.butt@ms.com mbabrick@firstrepublic.com checkcapital.com
$3m Typical Account Size $19,106m Total Assets $3m Typical Account Size
(480) 368-6565 (310) 788-3739 $1,543m Total Assets $50m Typical Account Size
morganstanleyfa.com/ firstrepublic.com/all-profiles/
Mark Stein $1m Typical Account Size Darren Pfefferman
michaelwbutt matthew-babrick
Galvin, Gaustad & Stein, LLC Elaine Meyers Morgan Stanley Private Wealth
$710m Total Assets Scottsdale $4,478m Total Assets Drew Corradini J.P. Morgan Wealth Management Management
$3m Typical Account Size $50m Typical Account Size J.P. Morgan Wealth Management San Francisco San Diego
mark@ggsadvisors.com
(480) 776-1440 San Francisco elaine.meyers@jpmorgan.com darren.a.pfefferman@
Brian Crawford Emily Bach
ggsadvisors.com drew.corradini@jpmorgan.com (415) 315-7801 morganstanleypwm.com
Wells Fargo Advisors The Bach Group at
$428m Total Assets (415) 772-2970 jpmorgan.com/elainemeyers (858) 597-7754
Tucson Morgan Stanley
$2m Typical Account Size jpmorgan.com/os-group $5,500m Total Assets advisor.morganstanley.com/
brian.crawford@wfadvisors.com Orinda the-pfefferman-daluiso-group
$3,500m Total Assets $45m Typical Account Size
(520) 615-8463 emily.bach@morganstanley.com $15m Typical Account Size
Ruth Transue $2,339m Total Assets
home.wellsfargoadvisors.com/ (925) 253-5322
Wells Fargo Advisors Greg Onken $10m Typical Account Size
brian.crawford fa.morganstanley.com/
Tucson Lisa Detanna J.P. Morgan Wealth Management
$1,100m Total Assets thebachgroup
transuer@wellsfargo.com Raymond James San Francisco Spuds Powell
$2m Typical Account Size $1,286m Total Assets Beverly Hills Kayne Anderson Rudnick
(520) 529-5932 greg.onken@jpmorgan.com
$3m Typical Account Size Investment Management
fa.wellsfargoadvisors.com/ lisa.detanna@raymondjames. (415) 772-3123
Joe Di Vito Los Angeles
ruth-transue com jpmorgan.com/os-group
RBC Wealth Management– Jim Berliner
$680m Total Assets (310) 285-4506 $3,500m Total Assets spowell@kayne.com
Private Client Group Westmount Asset Management raymondjames.com/global-
$2m Typical Account Size $15m Typical Account Size (310) 282-7945
Phoenix Los Angeles wealthsolutionsgroup kayne.com
joe.divito@rbc.com jberliner@westmount.com $3,853m Total Assets $61,162m Total Assets
(602) 381-5340 (310) 556-2502 $12m Typical Account Size $10m Typical Account Size
thedivitoconsultinggroup.com westmount.com
$529m Total Assets $4,389m Total Assets
$3m Typical Account Size $4m Typical Account Size

CALIFORNIA (CONT.) COLORADO
Ali Flynn Phillips Harold Trischman Marvin McIntyre Peter Bermont
Obermeyer Wood Investment Morgan Stanley Morgan Stanley Private Wealth Raymond James
Frank Reilly Mark Brown Counsel, LLLP Greenwich Management Coral Gables
Reilly Financial Advisors Brown & Company Aspen Washington
harold.j.trischman@ peter.bermont@
La Mesa Denver
ali@obermeyerwood.com morganstanley.com marvin.mcintyre@ raymondjames.com
frank.reilly@rfadvisors.com mbrown@brownandco.com (970) 925-8747 (203) 625-4824 morganstanleypwm.com (305) 446-6600
(800) 682-3237 (303) 863-7112 obermeyerwood.com fa.morganstanley.com/ (202) 778-1381 bermontgoldwealth.com
rfadvisors.com brownandco.com trischmangroup advisor.morganstanley.com/
$1,900m Total Assets $2,700m Total Assets
$2,647m Total Assets $587m Total Assets $4m Typical Account Size $2,422m Total Assets cwmg $20m Typical Account Size
$3m Typical Account Size $6m Typical Account Size $5m Typical Account Size $4,595m Total Assets
Scott Thisted $5m Typical Account Size Jose Cabrera
Carolyn Taylor Melissa Corrado-Harrison Merrill Private Wealth Raymond James
DELAWARE
Weatherly Asset Management, UBS Financial Services Management John McKnight Coral Gables
LP Denver Denver Merrill Lynch
Michael Koppenhaver jose.cabrera@raymondjames.com
Del Mar melissa.harrison@ubs.com Washington
scott_thisted@ml.com Merrill Lynch (305) 461-6670
carolyn@weatherlyassetmgt.com (303) 820-5770 (720) 941-2034 john_mcknight@ml.com raymondjames.com/
Dover
(858) 259-4507 financialservicesinc.ubs.com/ pwa.ml.com/thehtteam (202) 429-4677 theamericasgroup
weatherlyassetmgt.com team/corrado-harrison michael_s_koppenhaver@ml.com
$1,348m Total Assets fa.ml.com/district-of-columbia/ $4,678m Total Assets
(302) 736-7743
$1,035m Total Assets $1,115m Total Assets $15m Typical Account Size washington/mkb $5m Typical Account Size
fa.ml.com/the_koppenhaver_
$3m Typical Account Size $35m Typical Account Size $1,655m Total Assets
group
$3m Typical Account Size Adam Carlin
Deb Wetherby CONNECTICUT $777m Total Assets
Shawn Fowler Morgan Stanley Private Wealth
Wetherby Asset Management $2m Typical Account Size
Morgan Stanley Private Wealth Dexter Walker Management
San Francisco Management Peter Chieco Morgan Stanley Private Wealth Coral Gables
Denver Kimberlee Orth
deb@wetherby.com Morgan Stanley Management adam.e.carlin@
Ameriprise Financial
(415) 399-9159 shawn.fowler@ Greenwich Washington morganstanleypwm.com
Wilmington
wetherby.com morganstanley.com peter.chieco@morganstanley.com dexter.walker@ (305) 476-3302
(303) 446-3306 kimberlee.m.orth@ampf.com
$5,779m Total Assets (203) 625-4897 morganstanleypwm.com fa.morganstanley.com/adam.e.
pwm.morganstanley.com/ (302) 475-5105
$33m Typical Account Size advisor.morganstanley.com/ (202) 292-5450 carlin
fowlerbull kimberleeorth.com
thesoundshoregroup advisor.morganstanley.com/ $3,441m Total Assets
Alan Whitman $6,764m Total Assets $3,301m Total Assets the-walker-group
Morgan Stanley Wealth $38m Typical Account Size $7m Typical Account Size
$7m Typical Account Size $2,125m Total Assets
Management $12m Typical Account Size Louis Chiavacci
Pasadena Carl Hoover Peni Warren
Brian Hetherington Merrill Private Wealth
Private Wealth Management Merrill Lynch
alan.whitman@morganstanley. Merrill Lynch Wealth Management
Denver Dover FLORIDA
com Management Coral Gables
(626) 405-9313 carl_hoover@ml.com New Canaan peni_warren@ml.com
louis_chiavacci@ml.com
fa.morganstanley.com/wz (720) 941-2033 (302) 736-7710 Roy Apple
brian_hetherington@ml.com (305) 774-0501
pwa.ml.com/thehtteam fa.ml.com/townsendwarren J.P. Morgan Wealth Management
$3,245m Total Assets (203) 972-2523 pwa.ml.com/chiavacciteam
$5m Typical Account Size pwa.ml.com/hetheringtongroup $724m Total Assets Palm Beach Gardens
$15m Typical Account Size $2m Typical Account Size roy.apple@jpmorgan.com
Cheryl L. Young $25m Typical Account Size (561) 694-5675
Morgan Stanley Joseph Janiczek jpmorgan.com/raslgroup
WASHINGTON, D.C. Aimee Cogan
Los Gatos Janiczek Wealth Management Charles J. Noble, III $2,733m Total Assets Morgan Stanley
cheryl.young@morganstanley. Denver Janney Montgomery Scott $5m Typical Account Size Sarasota
Michael Freiman
com cwegner@janiczek.com New Haven aimee.cogan@morganstanley.com
Morgan Stanley Wealth
(408) 358-0976 (303) 721-7000 noblegroup@janney.com Louise Armour (941) 363-8513
Management
fa.morganstanley.com/ janiczek.com (203) 784-7401 J.P. Morgan Wealth Management advisor.morganstanley.com/
Washington
youngandassociates advisor.janney.com/ Palm Beach Gardens the-bellwether-group
$686m Total Assets michael.j.freiman@
$3,743m Total Assets $4m Typical Account Size noblewealthadvisors louise.armour@jpmorgan.com $1,321m Total Assets
morganstanley.com
$8m Typical Account Size $1,144m Total Assets (800) 926-6604 $10m Typical Account Size
(202) 778-1382
Wally Obermeyer $6m Typical Account Size jpmorgan.com/wealth-
teamfreiman.com
Reza Zafari Obermeyer Wood Investment management/wealth-partners/
$1,735m Total Assets Don d’Adesky
Merrill Private Wealth Counsel Matthew Somberg offices/palm-beach/armour-
$2m Typical Account Size Raymond James
Management Aspen Gottfried & Somberg Wealth group
Boca Raton
Los Angeles wally@obermeyerwood.com Management LLC $1,293m Total Assets
don.dadesky@raymondjames.
reza_zafari@ml.com (970) 925-8747 Glastonbury $8m Typical Account Size
com
(310) 407-4923 obermeyerwood.com somberg@gottfriedsomberg.com (561) 981-3690
pwa.ml.com/joneszafarigroup $2,400m Total Assets (860) 430-9104 raymondjames.com/
$19,106m Total Assets $7m Typical Account Size gottfriedsomberg.com theamericasgroup
$50m Typical Account Size $1,550m Total Assets $4,678m Total Assets
Participation in this section is only open to advisors who have been listed in our editorial rankings. Advisors
pay a fee to be included in this reprint. Participation in this section has no bearing on the outcome of our
rankings. Assets are tied to the most recent ranking. For more information, visit barrons.com/guide.

FLORIDA (CONT.)
Clarke Lemons William Merriam Michael Silver Kyle Chudom David Sheppard
Eaton Vance WaterOak Advisors Merrill Lynch Wealth Baron Silver Stevens Morgan Stanley Merrill Lynch
John Elwaw Winter Park Management Financial Advisors Oak Brook Deer Park
Morgan Stanley Jacksonville Boca Raton
barrons@wateroak.com kyle.chudom@morganstanley. david_n_sheppard@ml.com
Miami
(407) 567-2956 william_h_merriam@ml.com msilver@bssfa.com com (847) 550-7878
john.elwaw@ms.com evwateroak.com (904) 218-5931 (561) 447-1997 (630) 573-9680 fa.ml.com/sheppardgroup
(305) 376-2408 fa.ml.com/bill_merriam bssfa.com chudomhayes.com
$2,930m Total Assets $768m Total Assets
advisor.morganstanley.com/
$4m Typical Account Size $1,052m Total Assets $722m Total Assets $1,045m Total Assets $7m Typical Account Size
the-elwaw-cavalieri-group
$2m Typical Account Size $1m Typical Account Size $1m Typical Account Size
$3,319m Total Assets Trent Leyda Joseph Silich
$5m Typical Account Size Morgan Stanley Deborah Montaperto Kurt Sylvia Brad DeHond Morgan Stanley
Vero Beach Morgan Stanley Private Wealth J.P. Morgan Wealth Management Morgan Stanley Private Wealth Chicago
Janet Franco Gordon
trent.leyda@morganstanley.com Management Palm Beach Gardens Management joseph.silich@morganstanley.
Morgan Stanley Palm Beach Chicago
(772) 234-1805 kurt.sylvia@jpmorgan.com com
Coral Gables
advisor.morganstanley.com/ deborah.d.montaperto@ (561) 694-5652 brad.dehond@ (312) 443-6200
janet.franco.gordon@ the-leyda-group morganstanleypwm.com jpmorgan.com/ morganstanleypwm.com fa.morganstanley.com/
morganstanley.com (212) 761-8934 sylviawealthmanagement (312) 453-9111 thesilichgroup
$1,290m Total Assets
(305) 476-3304 advisor.morganstanley.com/the- advisor.morganstanley.com/
$10m Typical Account Size $815m Total Assets $1,079m Total Assets
advisor.morganstanley.com/ polk-wealth-management-group moriarity-dehond-mulka
janet.franco.gordon
Matthew Lytell $30,000m Total Assets $2,692m Total Assets
$1,074m Total Assets Riverwalk Wealth Advisors $50m Typical Account Size Mark Thorndyke $50m Typical Account Size
$7m Typical Account Size Northwestern Mutual Merrill Lynch Wealth IOWA
Tampa Thomas Moran Management Daniel Fries
Trevor Fried Moran Wealth Management Naples Merrill Lynch Jerry Ask
matthew.lytell@nm.com
Morgan Stanley Naples Chicago Jerry K. Ask Investment Services
(813) 426-1058 mark_w_thorndyke@ml.com
Fort Lauderdale Cedar Rapids
riverwalkwealthadvisors.nm.com thomas.moran@moranwm.com (312) 696-7645 daniel.fries@ml.com
trevor.fried@morganstanley.com (239) 920-4440 fa.ml.com/ (312) 696-2121 jerry.ask@jkainvest.com
$932m Total Assets
(954) 713-8436 moranwm.com thorndykesheppardgroup fa.ml.com/illinois/chicago/ (319) 395-9230
$3m Typical Account Size
advisor.morganstanley.com/ frieswealthmanagement jkainvest.com
the-las-olas-group
Scott Macaione $5m Typical Account Size $8m Typical Account Size $1,209m Total Assets $462m Total Assets
$881m Total Assets Eaton Vance WaterOak Advisors $3m Typical Account Size $1m Typical Account Size
$2m Typical Account Size Winter Park Adam Palmer
Morgan Stanley | Graystone GEORGIA Tom Kilborn Matt Fryar
info@evwateroak.com
Chris Garvin Consulting Merrill Lynch Wells Fargo Advisors
(407) 567-2956
UBS Financial Services Tampa Michael Hines Northbrook Des Moines
evwateroak.com
Fort Lauderdale Consolidated Planning
$2,152m Total Assets adam.h.palmer@msgraystone. tom_kilborn@ml.com matthew.r.fryar@wellsfargo.com
chris.garvin@ubs.com com Corporation (847) 564-7201 (515) 245-3120
$3m Typical Account Size Atlanta
(954) 468-2216 (813) 227-2033 fa.ml.com/kilborngroup fa.wellsfargoadvisors.com/
ubs.com/team/garvinfinancial graystone.morganstanley.com/ mhines@cpcadvisors.com matthew-fryar
Michael McCain $1,092m Total Assets
$1,106m Total Assets adam.h.palmer (404) 892-1995 $1-50m Typical Account Size $875m Total Assets
Wells Fargo Advisors
$5m Typical Account Size $8,174m Total Assets cpcadvisors.com $5m Typical Account Size
Naples
$5m Typical Account Size $843m Total Assets Kevin Lynch
michael.mccain@wfadvisors.
Jeff Hausinger $3m Typical Account Size Morgan Stanley
com KANSAS
All Seasons Wealth Daryn Pingleton Chicago
(239) 254-2206
Tampa Merrill Lynch
jacobynealonmccainwmg.com ILLINOIS kevin.r.lynch@
jeff.hausinger@allwealth.com West Palm Beach Trey Barnes
$2,210m Total Assets morganstanleypwm.com
(813) 490-6610 Mariner Wealth Advisors
$10m Typical Account Size daryn_pingleton@ml.com (312) 453-9130
allwealth.com Raj Bhatia Overland Park
(561) 514-4817 advisor.morganstanley.com/
Merrill Lynch Private Banking trey.barnes@
$660m Total Assets Steve McGovern fa.ml.com/florida/west-palm- lynch-defreytas
& Investment Group marinerwealthadvisors.com
$1m Typical Account Size Merrill Lynch beach/pingleton_group $2,055m Total Assets
Chicago (913) 387-2734
Stuart $1,118m Total Assets $41m Typical Account Size
Keith Jacoby raj_bhatia@ml.com marinerwealthadvisors.com/
steve_mcgovern2@ml.com $4m Typical Account Size
Jacoby Nealon & McCain Wealth (312) 325-2676 why-us/people/trey-barnes
(772) 223-6732 Kathleen Roeser
Management Group of Wells pwa.ml.com/bhatiagroup $2,176m Total Assets
fa.ml.com/mcgovern-group Andrew Schultz Morgan Stanley
Fargo Advisors Morgan Stanley Private Wealth $1,891m Total Assets Chicago $2m Typical Account Size
Naples $663m Total Assets $15m Typical Account Size
Management kathy.roeser@morganstanley.
$5m Typical Account Size Tim Werth
keith.jacoby@ Miami Beach com
wellsfargoadvisors.com Werth Wealth Management LLC
andrew.schultz@morganstanley. (312) 443-6500
(239) 254-2220 Hays
com fa.morganstanley.com/
jacobynealonmccainwmg.com (305) 695-6116 theroesergroup tim@werthfinancial.com
$2,210m Total Assets fa.morganstanley.com/ (785) 628-1712
$10m Typical Account Size theschultzgroup werthfinancial.com
$861m Total Assets $1,022m Total Assets

KENTUCKY MARYLAND MASSACHUSETTS MISSOURI
Peter Princi Timothy Long
Morgan Stanley | Graystone Merrill Lynch
Barry Barlow Patricia Baum Charles S. Bean III Consulting Grand Rapids Diane Compardo
Merrill Lynch RBC Wealth Management Heritage Financial Services Boston Moneta
timothy_long@ml.com
Louisville Annapolis Westwood Clayton
peter.b.princi@msgraystone.com (616) 774-4220
barry_barlow@ml.com patricia.baum@rbc.com cbean@heritagefinancial.net (617) 589-3229 fa.ml.com/michigan/grand- dcompardo@monetagroup.com
(502) 329-5097 (410) 573-6717 (781) 619-1302 fa.morganstanley.com/ rapids/vlmbgroup (314) 244-3222
fa.ml.com/kentucky/louisville/ baumjackson.com heritagefinancial.net theprincigroup monetagroup.com/cwcj
b_barlow $1,757m Total Assets $2,076m Total Assets $2,201m Total Assets
$1,032m Total Assets $10m Typical Account Size $3m Typical Account Size $10m Typical Account Size $15m Typical Account Size
$4m Typical Account Size Leo Stevenson
Robert Collins Debra Brede Ira Rapaport Merrill Lynch Michael Moeller
Charles “Todd” Mercer Collins Investment Group D.K. Brede Investment New England Private Wealth Wyandotte Moeller Investment Group
Merrill Lynch Bethesda Management Advisors Chesterfield
leo_stevenson@ml.com
Louisville robert.collins@ Needham Wellesley mike.moeller@wfadvisors.com
(734) 324-3826
charles.mercer@ml.com collinsinvestmentgroup.com brede@bredeinvestment.com ira.rapaport@nepwealth.com fa.ml.com/wyandottegroup (636) 530-6111
(502) 329-5090 (301) 915-9630 (781) 444-9367 (781) 416-1700 themoellergroup.net
$862m Total Assets
fa.ml.com/mwmgroup collinsinvestmentgroup.com bredeinvestment.com nepwealth.com $2,135m Total Assets
$840m Total Assets $887m Total Assets $1,350m Total Assets $2,136m Total Assets $3m Typical Account Size
$5m Typical Account Size $3m Typical Account Size $2m Typical Account Size $7m Typical Account Size Charles C. Zhang
Zhang Financial Kathleen Youngerman
Travis Musgrave Barry Garber Carl Cafaro Raj Sharma Portage Morgan Stanley Private Wealth
Merrill Lynch Alex. Brown | Raymond James Merrill Lynch Merrill Private Wealth Management
charles.zhang@zhangfinancial.
Lexington Baltimore Newton Management Chesterfield
com
travis_musgrave@ml.com barry.garber@alexbrown.com carl.cafaro@ml.com Boston (269) 385-5888 kathleen.l.youngerman@
(859) 231-5258 (410) 525-6210 (617) 243-8046 raj_sharma@ml.com zhangfinancial.com morganstanleypwm.com
fa.ml.com/musgrave alexbrown.com/ fa.ml.com/cafarogroup (617) 946-8030 (314) 889-4862
$828m Total Assets garberwealthmanagementteam $2,206m Total Assets pwa.ml.com/sharma_group advisor.morganstanley.com/
$5m Typical Account Size $3,918m Total Assets $10m Typical Account Size the-harmony-family-office
$15m Typical Account Size $10m Typical Account Size $405m Total Assets
Kevin Grimes MINNESOTA $35m Typical Account Size
LOUISIANA Kent Pearce Grimes & Company, Inc. Brian Strachan
Merrill Lynch Westborough Morgan Stanley Private Wealth Ben Marks
Rick Frayard Towson NEBRASKA
advisors@grimesco.com Management Marks Group Wealth
UBS Financial Services kent_pearce@ml.com (508) 366-3883 Boston Management
Lafayette (410) 321-4340 grimesco.com Minnetonka Jason Dworak
brian.s.strachan@ UBS Financial Services
rick.frayard@ubs.com fa.ml.com/pearce_group $4,050m Total Assets morganstanleypwm.com ben.marks@marksgroup.com
(337) 593-3600 Lincoln
$2,251m Total Assets $3m Typical Account Size (617) 570-9240 (952) 582-6100
advisors.ubs.com/epg $7m Typical Account Size advisor.morganstanley.com/ marksgroup.com jason.dworak@ubs.com
$1,694m Total Assets the-strachan-group (402) 328-2077
Susan Kaplan $1,489m Total Assets
$2m Typical Account Size financialservicesinc.ubs.com/
Robert Scherer Kaplan Financial Services, Inc. $2,975m Total Assets $2m Typical Account Size
team/dworakgroup
Graystone Consulting Newton $10m Typical Account Size
Potomac David A. Olson $1,123m Total Assets
MAINE susan.kaplan@lpl.com
Morgan Stanley $8m Typical Account Size
robert.s.scherer@msgraystone. (617) 527-1557
com kaplan-financial.com MICHIGAN Rochester
Jeremiah Burns Jim Siemonsma
(301) 279-6403 $2,550m Total Assets david.a.olson@morganstanley.
Morgan Stanley Jeffrey Fratarcangeli Mariner Wealth Advisors
graystone.morganstanley.com/ $5m Typical Account Size com
Portland Fratarcangeli Wealth Omaha
graystone-consulting- (507) 269-7542
jeremiah.burns@morganstanley. metropolitan-washington-d-c Management fa.morganstanley.com/ jim.siemonsma@
Peter Noonan
com Bloomfield Hills blackridgegroup marinerwealthadvisors.com
$10,779m Total Assets J.P. Morgan Wealth Management
(207) 871-7373 jeff@fratarcangeliwealth.com (402) 829-3650
$25m Typical Account Size Boston $632m Total Assets
advisor.morganstanley.com/ (248) 385-5050 marinerwealthadvisors.com
jeremiah.burns peter.noonan@jpmorgan.com $4m Typical Account Size
E. Geoffrey Sella fratarcangeliwealth.com $1,351m Total Assets
(617) 654-2318
$580m Total Assets SPC Financial, Inc. $3,000m Total Assets $1m Typical Account Size
jpmorgan.com/peternoonan Michelle Young
$5m Typical Account Size Rockville $8m Typical Account Size
$2,772m Total Assets Ameriprise Financial/
esella@spcfinancial.com $15m Typical Account Size Confetti Wealth
Todd Doolan David Kudla Edina
(301) 770-6800
Morgan Stanley Mainstay Capital Management
spcfinancial.com confettiwealth@ampf.com
Portland Grand Blanc
$1,220m Total Assets (952) 857-1487
todd.h.doolan@morganstanley. mainstay@mainstaycapital.com ameripriseadvisors.com/team/
com (866) 444-6246 confetti-wealth
(207) 771-0812 mainstaycapital.com
advisor.morganstanley.com/ $789m Total Assets
the-doolan-eldredge-group $3,778m Total Assets $1m Typical Account Size
$423m Total Assets

NEVADA NEW JERSEY
Mary Deatherage Michael Ricca Jay Canell Marc Fischer
Morgan Stanley Private Wealth Morgan Stanley Wealth J.P. Morgan Wealth Management Graystone Consulting
Deborah Danielson Bruce Barth Management Management New York Rochester
Danielson Financial Group / Merrill Lynch Wealth Little Falls Florham Park jay.canell@jpmorgan.com marc.r.fischer@msgraystone.
LPL Financial Management
mary.m.deatherage@ michael.j.ricca@morganstanley. (212) 272-0888 com
Las Vegas Short Hills
morganstanleypwm.com com jpmorgan.com/canellgroup (585) 389-2271
deborah@ bruce_g_barth@ml.com (973) 890-3015 (973) 236-3530 graystone.morganstanley.com/
danielsonfinancialgroup.com (973) 564-7740 advisor.morganstanley.com/ advisor.morganstanley.com/ the-fischer-group-at-graystone-
(702) 734-7000 fa.ml.com/barthgroup thedeatheragegroup the-ricca-group consulting
danielsonfinancialgroup.com $1,609m Total Assets $3,930m Total Assets $5,078m Total Assets Neil Canell $2,639m Total Assets
$485m Total Assets $2m Typical Account Size $10m Typical Account Size $8m Typical Account Size J.P. Morgan Wealth Management $40m Typical Account Size
$2m Typical Account Size New York
Francis Bitterly Mark Fendrick Steven Rothman Marc Karetsky
neil.canell@jpmorgan.com
Randy Garcia Morgan Stanley UBS Financial Services UBS Financial Services Morgan Stanley Private Wealth
(212) 272-0777
The Investment Counsel Red Bank Mount Laurel Red Bank Management
jpmorgan.com/canellgroup
Company francis.g.bitterly@ms.com New York
mark.fendrick@ubs.com steven.rothman@ubs.com $3,800m Total Assets
Las Vegas (732) 224-3754 (856) 985-2070 (732) 219-7228 $15m Typical Account Size marc.karetsky@
randy@iccnv.com fa.morganstanley.com/ financialservicesinc.ubs.com/ financialservicesinc.ubs.com/ morganstanleypwm.com
(702) 871-8510 francisbitterly team/fendrickgroup team/rothmangroup (212) 761-5020
iccnv.com Greg DelMonte
$604m Total Assets $1,101m Total Assets $517m Total Assets Stifel, Nicolaus & Company, advisor.morganstanley.com/
$1,508m Total Assets $3m Typical Account Size $4m Typical Account Size $2m Typical Account Size Incorporated marc-karetsky-sylvia-gort
$6m Typical Account Size New York $1,404m Total Assets
David Briegs Elliott Kugel Ken Schapiro $25m Typical Account Size
gregory.delmonte@stifel.com
Merrill Lynch Wealth Merrill Lynch Condor Capital Management
NEW HAMPSHIRE (212) 328-1645
Management Bridgewater Martinsville Jason Katz
delmonte-group.com
Bridgewater UBS Financial Services
Brian Doyle elliott_m_kugel@ml.com info@condorcapital.com $1,590m Total Assets
Wells Fargo Advisors david_briegs@ml.com (908) 685-3252 (732) 356-7323 New York
Hanover (908) 685-3203 fa.ml.com/kugelbriegs condorcapital.com jason.m.katz@ubs.com
fa.ml.com/kugelbriegs (212) 713-9201
brian.doyle@wellsfargoadvisors. $1,729m Total Assets $1,205m Total Assets Anthony Dertouzos
com $1,729m Total Assets $3m Typical Account Size $2m Typical Account Size Morgan Stanley ubs.com/team/katz
(603) 643-3338 $3m Typical Account Size New York $3,853m Total Assets
doyleloughmanwmg.com Greg Makowski Andy Schwartz anthony.dertouzos@ $5m Typical Account Size
Jack Burke CFS Investment Advisory Bleakley Financial Group
$1,200m Total Assets morganstanleypwm.com
Merrill Lynch Wealth Services, L.L.C. Fairfield Jonathan Kuttin
$5m Typical Account Size (212) 761-8565
Management Totowa Kuttin Wealth Management
andy.schwartz@bleakley.com pwm.morganstanley.com/
Florham Park Hauppauge
Stephen Loughman info@cfsias.com (973) 244-4202 magellangroup
Wells Fargo Advisors john_j_burke@ml.com (973) 826-8800 bleakley.com scott.hlatky@ampf.com
Hanover (973) 410-2309 cfsias.com (631) 770-0335
fa.ml.com/the_harbor_group ameripriseadvisors.com/team/
stephen.loughman@ $1,650m Total Assets $3m Typical Account Size
wellsfargoadvisors.com $4,753m Total Assets $2m Typical Account Size Geri Eisenman Pell kuttin-wealth-management
(603) 643-6060 $7m Typical Account Size Frank Seminara Pell Wealth Partners $4,131m Total Assets
doyleloughmanwmg.com Neil McPeak Morgan Stanley Private Wealth Rye Brook $1m Typical Account Size
Christopher Cook Wells Fargo Advisors Management
$1,200m Total Assets geri.e.pell@ampf.com
Merrill Lynch Linwood Florham Park Joshua Malkin
Florham Park Morgan Stanley Private Wealth
neil.mcpeak@ frank.seminara@ ameripriseadvisors.com/team/
P. Kevin O’Brien c_cook@ml.com wellsfargoadvisors.com morganstanleypwm.com pell-wealth-partners Management
P. Kevin O’Brien Wealth (973) 301-7622 (609) 926-7808 (973) 236-3634 New York
Management Group of fa.ml.com/gcca mcpeakgroup.wfadv.com advisor.morganstanley.com/ joshua.d.malkin@
Wells Fargo Advisors $1,977m Total Assets $1,437m Total Assets the-seminara-group morganstanleypwm.com
Portsmouth $5m Typical Account Size $1m Typical Account Size $2,286m Total Assets R. Christopher Errico (212) 893-6530
kevin.obrien@ $10m Typical Account Size UBS Private Wealth pwm.morganstanley.com/
wellsfargoadvisors.com Mark Cortazzo Harris Nydick Management themalkingroup
(603) 334-4032 Wealth Enhancement Group CFS Investment Advisory New York $2,370m Total Assets
obrienwmg.com Parsippany Services, LLC NEW YORK $10m Typical Account Size
christopher.errico@ubs.com
$438m Total Assets info@wealthenhancement.com Totowa (212) 821-7150
$2m Typical Account Size (973) 451-9400 harris@cfsias.com Lewis Altfest ubs.com/team/erricopartners Frank Marzano
wealthenhancement.com (973) 826-8800 Altfest Personal Wealth GM Advisory Group
Management $3,002m Total Assets
$795m Total Assets cfsias.com New York
New York $10m Typical Account Size
$2m Typical Account Size $1,650m Total Assets fmarzano@gmadvisorygroup.
$2m Typical Account Size inquiry@altfest.com com
(212) 406-0850 (631) 227-3900
altfest.com gmadvisorygroup.com
Participation in this section is only open to advisors who have been listed in our editorial rankings. $2m Typical Account Size $20m Typical Account Size
Advisors pay a fee to be included in this reprint. Participation in this section has no bearing on the outcome
of our rankings. Assets are tied to the most recent ranking. For more information, visit barrons.com/guide.

NEW YORK (CONT.) OREGON
Shawn Rubin Richard Zinman Thomas Robertson James Meredith
Morgan Stanley Private Wealth Morgan Stanley Graystone Consulting Hefren-Tillotson
Leo Marzen Management New York Columbus Judith McGee Pittsburgh
Bridgewater Advisors New York Raymond James Financial
richard.zinman@ thomas.g.robertson@ jmeredith@hefren.com
New York Services
shawn.rubin@ morganstanleypwm.com morganstanley.com (412) 633-1986
lmarzen@bridgewateradv.com Portland
morganstanleypwm.com (212) 761-8451 (614) 460-2754 meredithgroup.hefren.com
(212) 221-5300 (212) 893-6322 advisor.morganstanley.com/ graystone.morganstanley.com/ judith.mcgee@raymondjames.
bridgewateradv.com/team/ pwm.morganstanley.com/ the-magellan-group graystone-consulting-the- com
leo-marzen abacusgroup robertson-group (503) 597-2222
$1,800m Total Assets mcgeewm.com
$3,693m Total Assets $20m Typical Account Size $4,380m Total Assets John J. Parker, Sr.
$5m Typical Account Size $10m Typical Account Size $2m Typical Account Size $769m Total Assets Wells Fargo Advisors
$1m Typical Account Size Philadelphia
Justin McCarthy NORTH CAROLINA
Richard Saperstein Daniel Roe john.j.parker@wfadvisors.com
Mariner Wealth Advisors Treasury Partners Budros, Ruhlin & Roe
Mike Bell PENNSYLVANIA (215) 564-8487
New York New York Columbus
Edward Jones ppwmg.com
justin.mccarthy@ rsaperstein@treasurypartners. droe@b-r-r.com
Hickory Patti Brennan $1,770m Total Assets
marinerwealthadvisors.com com (614) 481-6900
mike.bell@edwardjones.com Key Financial, Inc. $5m Typical Account Size
(212) 869-5900 (917) 286-2777 b-r-r.com
marinerwealthadvisors.com (828) 328-8111 West Chester
treasurypartners.com $3,322m Total Assets Peter Rohr
$1,492m Total Assets edwardjones.com/mike-bell pbrennan@keyfinancialinc.com
$21,776m Total Assets $4m Typical Account Size (610) 429-9050 Merrill Private Wealth
$3m Typical Account Size $15m Typical Account Size $447m Total Assets
keyfinancialinc.com Management
David Singer Philadelphia
Daniel O’Connell $1,670m Total Assets
Evan Steinberg The Evelo | Singer | Sullivan peter_rohr@ml.com
Merrill Lynch $2m Typical Account Size
Morgan Stanley R. Neil Stikeleather Group, Merrill Private Wealth (215) 587-4731
Garden City New York Merrill Lynch Bank of America Management
Michael Henley pwa.ml.com/rohrgroup
daniel_oconnell@ml.com evan.steinberg@ Charlotte Cincinnati
(516) 877-8316 Brandywine Oak Private Wealth $5,725m Total Assets
morganstanleypwm.com neil.stikeleather@ml.com david_singer@ml.com Kennett Square $34m Typical Account Size
fa.ml.com/daniel_o_connell (212) 893-7501 (704) 705-3233 (513) 579-3889
$1,440m Total Assets morganstanleypwa.com/sfgroup fa.ml.com/ pwa.ml.com/evelosingersullivan mhenley@brandywineoak.com Peter Sargent
$5m Typical Account Size stikeleatherandassociates (484) 785-0040
$3,753m Total Assets $4,451m Total Assets brandywineoak.com Janney Montgomery Scott
$10m Typical Account Size $536m Total Assets $20m Typical Account Size Yardley
Lyon Polk $1m Typical Account Size $1,502m Total Assets
$4m Typical Account Size psargent@janney.com
Morgan Stanley Private Wealth
Robert Stolar Linnell Sullivan (267) 685-4205
Management Morgan Stanley Private Wealth The Evelo | Singer | Sullivan
OHIO Michael Hirthler sargentwealthmanagement.com
New York Management Group, Merrill Private Wealth
Jacobi Capital Management $643m Total Assets
lyon.polk@morganstanleypwm. New York Management
Randy Carver Wilkes-Barre $2m Typical Account Size
com robert.stolar@morganstanley. Cincinnati
(212) 761-0867 com Carver linnell_sullivan@ml.com mhirthler@jacobicapital.com
pwm.morganstanley.com/ Mentor (570) 826-1801 Craig Schwartz
(212) 761-8138 (513) 579-3890 Wells Fargo Advisors
polkwealthmanagementgroup advisor.morganstanley.com/ randy.carver@raymondjames. pwa.ml.com/evelosingersullivan jacobicapital.com Philadelphia
$30,000m Total Assets family-wealth-group com $2,403m Total Assets $1,403m Total Assets
$50m Typical Account Size (440) 974-0808 $3m Typical Account Size craig.schwartz@wfadvisors.com
$2,726m Total Assets $9m Typical Account Size (215) 636-1480
$50m Typical Account Size carverfinancialservices.com
Barbara Hudock fa.wellsfargoadvisors.com/
Michael Poppo $2,142m Total Assets
OKLAHOMA Hudock Capital Group signature-capital
UBS Financial Services Ron Vinder $1m Typical Account Size
New York Williamsport $969m Total Assets
Valerie Newell Jana Shoulders bhudock@hudockcapital.com $3m Typical Account Size
michael.poppo@ubs.com Management
(212) 626-8721 New York Mariner Wealth Advisors Mariner Wealth Advisors (570) 326-9500
ubs.com/team/thepoppogroup Cincinnati Tulsa hudockcapital.com John Solis-Cohen
vinder-group@morganstanley. Wells Fargo Advisors
$1,412m Total Assets com valerie.newell@ jana.shoulders@ $585m Total Assets
Jenkintown
$8m Typical Account Size (212) 503-2365 marinerwealthadvisors.com marinerwealthadvisors.com $1m Typical Account Size
advisor.morganstanley.com/ (513) 618-3040 (918) 991-6910 john.solis-cohen@wfadvisors.
the-vinder-group marinerwealthadvisors.com marinerwealthadvisors.com/ Virgil Kahl com
Emily Rubin
why-us/people/jana-shoulders Spring Ridge Financial Group (215) 572-4276
UBS Financial Services $8,591m Total Assets $4,635m Total Assets
Wyomissing home.wellsfargoadvisors.com/
New York $50m Typical Account Size $3m Typical Account Size $2,144m Total Assets
john.solis-cohen
emily.rubin@ubs.com $3m Typical Account Size virgil.kahl@springridgefg.com
(610) 743-3484 $1,543m Total Assets
(212) 333-8920 Elizabeth Weikes
springridgefg.com $5m Typical Account Size
financialservicesinc.ubs.com/ J.P. Morgan Wealth Management
team/entrepreneursgroup New York $1,027m Total Assets
$2,546m Total Assets elizabeth.weikes@jpmorgan.com $1m Typical Account Size
jpmorgan.com/weikes
$25m Typical Account Size Participation in this section is only open to advisors who have been listed in our editorial rankings. Advisors
pay a fee to be included in this reprint. Participation in this section has no bearing on the outcome of our
rankings. Assets are tied to the most recent ranking. For more information, visit barrons.com/guide.

PENNSYLVANIA (CONT.) TENNESSEE VIRGINIA
Alexander Ladage Aashish Matani Erin Scannell
UBS Financial Services Merrill Lynch Heritage Wealth Advisors
Samuel Spanos Christi Edwards Austin Kelly Campbell Norfolk Mercer Island
Raymond James Morgan Stanley Campbell Wealth Management
alex.ladage@ubs.com aashish_matani@ml.com erin.j.scannell@ampf.com
Beaver Nashville Alexandria
(512) 479-5287 (757) 446-4045 (425) 709-2345
sam.spanos@raymondjames.com christi.edwards@morganstanley. financialservicesinc.ubs.com/ kelly@campbellwealth.com fa.ml.com/virginia/norfolk/ heritage-wealth.com
(412) 389-4874 com fa/alexladage (703) 535-5300 theahmgroup $4,058m Total Assets
raymondjames.com/ (615) 298-6554 campbellwealth.com
$1,436m Total Assets $1,349m Total Assets $1m Typical Account Size
spanosgroup advisor.morganstanley.com/ $805m Total Assets
$800m Total Assets the-edwards-pharris-group $1m Typical Account Size
$1m Typical Account Size $1,045m Total Assets Tommy McBride Joseph Montgomery WISCONSIN
$4m Typical Account Size Merrill Lynch Wealth Stephan Cassaday The Optimal Service Group of
Rob Thomas Management Cassaday & Company Wells Fargo Advisors Andrew Burish
Mariner Wealth Advisors Malcolm Liles Dallas McLean Williamsburg UBS Financial Services
State College Baird steve@cassaday.com Madison
thomas_mcbride@ml.com joe.montgomery@
rob.thomas@ Nashville (703) 506-8200
(214) 750-2004 wellsfargoadvisors.com andrew.burish@ubs.com
marinerwealthadvisors.com mliles@rwbaird.com fa.ml.com/mcbride cassaday.com (757) 220-1782 (608) 831-4282
(814) 867-2050 (615) 341-7015 $4,485m Total Assets optimalservicegroup.com ubs.com/burishgroup
marinerwealthadvisors.com/ lilesgroup.com $2m Typical Account Size
$8m Typical Account Size $18,528m Total Assets $4,255m Total Assets
why-us/people/rob-thomas $1,349m Total Assets $7m Typical Account Size $2m Typical Account Size
$5,111m Total Assets $5m Typical Account Size John Merrill Simon Hamilton
$1m Typical Account Size Tanglewood Total Wealth Baird Michael Smith
Jason Pharris Management Reston VERMONT Michael Smith & Associates
Morgan Stanley Houston gssmith@rwbaird.com Stevens Point
RHODE ISLAND Nashville
jmerrill@tanglewoodwealth.com (571) 203-1600 Joshua Parker michael.e.smith@ampf.com
jason.pharris@morganstanley. (713) 840-8880 thewiseinvestorgroup.com Merrill Lynch Wealth (715) 341-6657
Malcolm Makin com Management
tanglewoodwealth.com $2,368m Total Assets ameripriseadvisors.com/team/
Raymond James (615) 298-6555 Burlington
$1,129m Total Assets $1m Typical Account Size michael-smith-associates
Westerly advisor.morganstanley.com/
$3m Typical Account Size joshua_parker@ml.com $583m Total Assets
mmakin@ppgadvisors.com the-edwards-pharris-group (802) 660-1015
Susan Kim $1m Typical Account Size
(401) 596-2800 $1,064m Total Assets fa.ml.com/parker_sharpe
Darrell Pennington Ameriprise Financial
ppgadvisors.com $4m Typical Account Size Pennington Wealth Management Vienna $313m Total Assets
$1,707m Total Assets $3m Typical Account Size Participation in this section is only
Houston soo.m.kim@ampf.com
$2m Typical Account Size open to advisors who have been
TEXAS darrell.r.pennington@ampf.com (703) 226-2300 listed in our editorial rankings.
(713) 332-4422 ameripriseadvisors.com/
Matthew Young WASHINGTON Advisors pay a fee to be included
penningtonwealth.com soo.m.kim
Richard C. Young & Co. Bonner Barnes in this reprint. Participation in
Newport Corda Investment Management $1,497m Total Assets $1,925m Total Assets this section has no bearing on
Randall Linde
Houston $2m Typical Account Size $2m Typical Account Size the outcome of our rankings.
info@younginvestments.com AGP Wealth Advisors
Assets are tied to the most recent
(401) 849-2137 bonner@cordamanagement.com Renton
R. Scot Smith Jeff LeClair ranking. For more information,
younginvestments.com (713) 439-0665 randall.s.linde@ampf.com
Morgan Stanley Wells Fargo Advisors visit barrons.com/guide.
$1,407m Total Assets cordamanagement.com (800) 563-1636
Dallas McLean
$2m Typical Account Size $1,160m Total Assets agpwealthadvisors.com
scot.smith@morganstanley.com jeff.leclair@wellsfargo.com
(214) 696-7064 (703) 582-6440
leclairlemlihapproach.com $1m Typical Account Size
SOUTH CAROLINA Bradley Bruce fa.morganstanley.com/
Merrill Lynch scot.smith $1,477m Total Assets
Michael Matthews
Ronnie Dennis Fort Worth $892m Total Assets $10m Typical Account Size
UBS Private Wealth
Merrill Lynch bradley_bruce@ml.com $4m Typical Account Size Management
Columbia Hanane Lemlih
(817) 759-8305 Bellevue
Scott Tiras Wells Fargo Advisors
ronnie_dennis@ml.com fa.ml.com/texas/fort-worth/ m.matthews@ubs.com
Tiras Wealth Management McLean
(803) 733-2180 brucewealthmgmtgroup (425) 451-2350
fa.ml.com/ek Houston hanane.lemlih@wellsfargo.com
$1,095m Total Assets ubs.com/team/thematthews-
scott.b.tiras@ampf.com (202) 957-9095
$5,366m Total Assets $7m Typical Account Size group
(713) 332-4400 leclairlemlihapproach.com
Ira Kravitz tiraswealth.com $1,477m Total Assets
Rick Migliore UBS Financial Services $2,292m Total Assets $10m Typical Account Size
Merrill Lynch Plano $4m Typical Account Size
Columbia ira.kravitz@ubs.com
richard_migliore@ml.com (469) 440-0547
(803) 733-2126 financialservicesinc.ubs.com/
fa.ml.com/ek team/kravitzgroup
$5,366m Total Assets $917m Total Assets
The Polk Wealth Management

Group
Management
TOP ADVISORY TEAMS

New York, NY
Team: Lyon Polk, Deborah
Montaperto, Edmund Agresta,
Tallie Taylor, Sandeep Belani
Below is a reprint of select firms from the Barron’s Top 100 Private Wealth lyon.polk@morganstanleypwm.com
(212) 761-0867
Management Teams ranking who are actively taking on new clients. For more advisor.morganstanley.com/the-polk-
information on them and other ranked advisors, visit barrons.com/guide. wealth-management-group
$30b Total Assets
$50m Account Minimum
The Americas Group Cassaday & Company The Fowler Bull Group The Magellan Group The Ricca Group
Raymond James Cassaday & Company, Inc. Morgan Stanley Private Wealth Morgan Stanley Private Wealth Morgan Stanley Wealth Management
Boca Raton, FL / Coral Gables, FL McLean, VA Management Management Florham Park, NJ
Team: Don d’Adesky, Jose Cabrera, Team: Stephan Cassaday, Denver, CO New York, NY Team: Michael Ricca, Mary Guza
Kristopher Lemke Justin Harris, Christopher Krell, Team: Shawn Fowler, Max Bull Team: Richard Zinman,
thericcagroup@morganstanley.com
Christopher Young Anthony Dertouzos, John Moreno,
theamericasgroup@raymondjames. maxwell.bull@morganstanleypwm. (973) 236-3530
Griffin McQuilling
com info@cassaday.com com advisor.morganstanley.com/
(561) 981-3690 (703) 506-8200 (303) 595-2105 magellangroup@morganstanley.com the-ricca-group
(305) 461-6670 cassaday.com pwm.morganstanley.com/fowlerbull (212) 761-8588 $5.7b Total Assets
raymondjames.com/theamericasgroup $4b Total Assets $6.8b Total Assets advisor.morganstanley.com/the- $2m Account Minimum
$4.6b Total Assets $1m Account Minimum $10m Account Minimum magellan-group
$1m Account Minimum $4.1b Total Assets The Sharma Group
The Chiavacci Group Heritage Wealth Advisors $5m Account Minimum Merrill Private Wealth Management
Bermont Carlin Wealth Merrill Private Wealth Management Heritage Wealth Advisors Boston, MA
Management Coral Gables, FL Mercer Island, WA Orth Financial Group Team: Raj Sharma, Christian Kemp
Morgan Stanley Private Wealth Team: Louis Chiavacci Team: Erin J. Scannell Ameriprise Financial
Management Wilmington, DE sharma_group@ml.com
Coral Gables, FL louis_chiavacci@ml.com erin.j.scannell@ampf.com (617) 946-8030
Team: Kimberlee Orth, Mary Reopell,
(305) 774-0501 (425) 709-2345 pwa.ml.com/sharma_group
Team: Adam Carlin Bobby Damron, Katie Orth,
pwa.ml.com/chiavacciteam heritage-wealth.com $5.5b Total Assets
Scott Judge, Barney Carter
adam.e.carlin@morganstanleypwm. $4.5b Total Assets $4.1b Total Assets $5m Account Minimum
com $25m Account Minimum No Account Minimum kimberlee.m.orth@ampf.com
(305) 476-3302 (302) 475-5105 The Vinder Group
fa.morganstanley.com/adam.e.carlin The Corbett Mason Group The Hetherington Group orthfinancialgroup.com Morgan Stanley Private Wealth
$3.4b Total Assets J.P. Morgan Wealth Management Merrill Private Wealth Management $3.7b Total Assets Management
$8m Account Minimum Boston, MA New Canaan, CT $250k Account Minimum New York, NY
Team: Patrick Corbett, Robert Mason, Team: Brian Hetherington Team: Ron Vinder, Amy Wood
The Burish Group Daniel Warren Pence Wealth Management
UBS Financial Services brian_hetherington@ml.com LPL Financial vinder-group@morganstanley.com
Madison, WI corbett.mason@jpmorgan.com (203) 972-2523 Newport Beach, CA (212) 503-2365
(617) 654-2027 pwa.ml.com/hetheringtongroup advisor.morganstanley.com/the-
Team: Andrew Burish, Jason Maas Team: Laila Pence, Dryden Pence
jpmorgan.com/wealth-management/ $3.8b Total Assets vinder-group
andrew.burish@ubs.com, wealth-partners/offices/boston/ $10m Account Minimum team@pencewealthmanagement.com $8.6b Total Assets
jason.maas@ubs.com corbett-mason-group (949) 660-8777
(608) 831-4282 $4b Total Assets The Jones Zafari Group pencewealthmanagement.com The Weikes Group
ubs.com/burishgroup $5m Account Minimum Merrill Private Wealth Management $3.4b Total Assets J.P. Morgan Wealth Management
$4.3b Total Assets Los Angeles, CA $500k Account Minimum New York, NY
$2m Account Minimum The Evelo | Singer | Sullivan Group Team: Richard Jones, Reza Zafari, Team: Elizabeth Weikes
Merrill Private Wealth Management Suzanne Killea, Jerome Klein,
The Canell Group Cincinnati, OH elizabeth.weikes@jpmorgan.com
Thomas Tournat
J.P. Morgan Wealth Management (212) 272-9214
Team: David Singer, Linnell Sullivan,
New York, NY richardb_jones@ml.com jpmorgan.com/weikes
Kevin Bruegge, Jamie Morgan, Tom
(310) 407-4925 $3.9b Total Assets
Team: Jay Canell, Neil Canell, Hurley, Braden Martini
pwa.ml.com/joneszafarigroup $10m Account Minimum
Justin Dembo
david_singer@ml.com $19.6b Total Assets
jay.canell@jpmorgan.com (513) 579-3889 $10m Account Minimum
(212) 272-0888 pwa.ml.com/evelosingersullivan
jpmorgan.com/canellgroup $3.5b Total Assets Participation in this section is only open to advisors who have been listed in our editorial rankings. Advisors pay a fee to be
$3.8b Total Assets $5-20m Account Minimum included in this reprint. Participation in this section has no bearing on the outcome of our rankings. Assets are tied to the most
No Account Minimum recent ranking. For more information, visit barrons.com/guide.
Private Advisor Group

Morristown, NJ
startthedialogue@
privateadvisorgroup.com
TOP RIA FIRMS

(973) 538-7010
privateadvisorgroup.com
692 Advisors | 341 Offices
$26.4b Total Assets
Below is a reprint of select firms from Barron’s Top 100 RIA firms ranking $100k Account Minimum
who are actively taking on new clients. For more information on them and
RegentAtlantic
other ranked advisors, visit barrons.com/guide.
Morristown, NJ
info@regentatlantic.com
(973) 425-8420
regentatlantic.com
1919 Investment Counsel CAPTRUST Cresset Homrich Berg 17 Advisors | 2 Offices
Baltimore, MD Raleigh, NC Chicago, IL Atlanta, GA
$5.2b Total Assets
info@1919ic.com info@captrust.com ebecker@cressetcapital.com info@homrichberg.com $1m Account Minimum
(410) 454-5719 (800) 216-0645 (312) 429-2456 (404) 264-1400
1919ic.com captrust.com cressetcapital.com homrichberg.com Signature Estate & Investment
44 Advisors | 9 Offices 384 Advisors | 61 Offices 50 Advisors | 10 Offices 74 Advisors | 5 Offices Advisors
$17.6b Total Assets $450b Total Assets $11.7b Total Assets $8.9b Total Assets Los Angeles, CA
$1m Account Minimum $500k Account Minimum $10m Account Minimum $1m Account Minimum bholmes@seia.com
(310) 712-2326
Advance Capital Management Carson Wealth Dowling & Yahnke Wealth IEQ Capital seia.com
Southfield, MI Omaha, NE Advisors San Francisco, CA 34 Advisors | 10 Offices
jhall@acadviser.com rcarson@carsongroup.com San Diego info@ieqcapital.com $13.6b Total Assets
(248) 350-8543 (888) 321-0808 info@dywealth.com (650) 581-9807 $500k Account Minimum
acadviser.com carsonwealth.com (858) 509-9500 ieqcapital.com
24 Advisors | 5 Offices 365 Advisors | 126 Offices dywealth.com 11 Advisors | 2 Offices Snowden Lane Partners
$3.5b Total Assets $15.2b Total Assets 20 Advisors | 1 Office $11.6b Total Assets New York, NY
No Account Minimum $100k Account Minimum $5.7b Total Assets $10m Account Minimum info@snowdenlane.com
$1m Account Minimum (646) 218-9760
BDF LLC Cary Street Partners MAI Capital Management snowdenlane.com
Itasca, IL Richmond, VA Gofen and Glossberg, LLC Cleveland, OH 65 Advisors | 12 Offices
info@bdfllc.com info@carystreetpartners.com Chicago, IL info@mai.capital $3.1b Total Assets
(800) 840-4740 (804) 340-8100 info@gofen.com (216) 920-4800 No Account Minimum
bdfllc.com carystreetpartners.com (312) 828-1100 mai.capital
38 Advisors | 1 Office 42 Advisors | 13 Offices gofen.com 89 Advisors | 11 Offices Wetherby Asset Management
$5.4b Total Assets $3.3b Total Assets 12 Advisors | 1 Office $9.2b Total Assets San Francisco, CA
$1m Account Minimum $100k Account Minimum $5.6b Total Assets $1m Account Minimum info@wetherby.com
$300k Account Minimum (415) 399-9159
Beacon Pointe Advisors Chevy Chase Trust Mariner Wealth Advisors wetherby.com
Newport Beach, CA Bethesda, MD Hightower Advisors Leawood, KS 24 Advisors | 3 Offices
info@beaconpointe.com info@chevychasetrust.com Chicago, IL info@marinerwealthadvisors.com $6.6b Total Assets
(949) 718-1600 (240) 497-5000 businessdevelopment@ (913) 647-9700 $10m Account Minimum
beaconpointe.com chevychasetrust.com hightoweradvisors.com marinerwealthadvisors.com
99 Advisors | 22 Offices 34 Advisors | 1 Office (312) 962-3800 368 Advisors | 46 Offices
hightoweradvisors.com
$12.4b Total Assets $35.9b Total Assets $35b Total Assets
$1m Account Minimum $3m Account Minimum 295 Advisors | 1-3 Offices $100k Account Minimum
$74.5b Total Assets
Bradley, Foster and Sargent, Inc. Churchill Management Group No Account Minimum
Hartford, CT Los Angeles, CA
info@bfsinvest.com info@churchillmanagement.com
(860) 614-1466 (877) 937-7110
bfsinvest.com churchillmanagement.com
16 Advisors | 3 Offices 44 Advisors | 52 Offices
$4.9b Total Assets $6.6b Total Assets
$500k Account Minimum $500k Account Minimum
Participation in this section is only open to advisors who have been listed in our editorial rankings. Advisors pay a fee to be
included in this reprint. Participation in this section has no bearing on the outcome of our rankings. Assets are tied to the most
recent ranking. For more information, visit barrons.com/guide.
THANK YOU TO OUR

SUMMIT PARTNERS.
This week, with the support of our partners, we are proud to host
our first ever Barron’s Hall of Fame Summit. Attendees of this
invitation-only event include advisors who exemplify long-term
success and commitment to their clients and have appeared in 10
or more of Barron’s annual Top 100 Advisor rankings.
November 29 - December 1, 2021

The Breakers
Palm Beach, FL
For the full list of Barron’s Hall of Fame Advisors,

go to barrons-advisor.com/hall-of-fame
MARQUEE PARTNER
SUMMIT PARTNERS
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