Stocks Near Their 52-Week High — Performance View · Investment Advice
12 stocks match the Stocks Near Their 52-Week High screen. Stocks trading within 10% of their 52-week high — at or below it, not necessarily at a new one — largest first. Performance columns. Filtered to Investment Advice. Data as of close · Checked
| BAM | Brookfield Asset Management Ltd. | +14.17% | +19.65% | +1.79% | +11.29% | -0.43% | +3.35% | 3.7% | 2.8% | 1.42 | 168K | 54.13 | +6.28% | 239K |
| AMP | Ameriprise Financial | +7.75% | +6.27% | -5.71% | +11.06% | +16.73% | +7.60% | 2.3% | 2.0% | 1.65 | 30K | 527.85 | +4.60% | 50K |
| TROW | T. Rowe Price | +8.16% | +8.63% | -0.94% | +6.08% | +10.63% | +9.91% | 3.0% | 2.3% | 2.53 | 91K | 112.56 | +5.96% | 229K |
| BEN | Franklin Resources | +6.78% | +4.41% | -0.35% | +8.73% | +48.34% | +41.79% | 2.5% | 2.4% | 1.40 | 258K | 33.88 | +4.66% | 362K |
| AMG | Affiliated Managers Group, Inc. | -7.34% | -4.12% | -2.15% | +19.08% | +41.87% | +26.49% | 4.6% | 2.9% | 2.04 | 20K | 364.30 | -1.37% | 40K |
| MORN | Morningstar, Inc. | +13.75% | +24.83% | +24.25% | +45.71% | +14.55% | +12.26% | 4.1% | 3.0% | 0.90 | 19K | 244.31 | +3.10% | 17K |
| VCTR | Victory Capital Holdings, Inc. | +7.40% | +5.43% | +12.50% | +45.99% | +94.36% | +90.34% | 2.8% | 4.0% | 1.26 | 33K | 120.09 | +3.66% | 42K |
| FHI | Federated Hermes, Inc. | +15.56% | +16.22% | +3.92% | +18.29% | +33.98% | +26.13% | 3.6% | 2.5% | 1.55 | 43K | 65.71 | +5.66% | 67K |
| AAMI | Acadian Asset Management Inc. | +0.26% | -1.89% | -0.01% | +35.12% | +98.25% | +95.06% | 3.8% | 3.2% | 1.47 | 22K | 91.65 | +4.24% | 32K |
| VALU | VALUE LINE INC | +2.41% | +6.24% | +26.95% | +23.86% | +13.59% | +13.00% | 3.8% | 2.5% | 0.14 | 118 | 43.51 | -6.66% | 17 |
| WHG | WESTWOOD HOLDINGS GROUP INC | +2.02% | +1.13% | -0.75% | +16.33% | +16.83% | +7.61% | 2.6% | 1.6% | 2.05 | 327 | 19.23 | +1.34% | 672 |
| HNNA | HENNESSY ADVISORS INC | +3.75% | +5.15% | +4.16% | +3.85% | -16.32% | +10.75% | 1.3% | 1.2% | 1.27 | 115 | 10.51 | +1.25% | 145 |
Source: SEC EDGAR/XBRL (fundamentals, shares) · Databento EQUS.MINI (EOD prices) · multiples, ratios & technicals computed by tradmap. Financials: Trailing twelve months where four consecutive quarters are reported, otherwise the latest fiscal year; revenue is the fiscal-year figure where quarterly revenue covers under half of it (typical for banks, insurers and REITs), and margins are taken on it. A company reporting in another currency is shown in ≈ USD: its figures convert at the Federal Reserve H.10 rate of its price date (FRED), and without a rate its multiples are blank. This product uses the FRED® API but is not endorsed or certified by the Federal Reserve Bank of St. Louis. Informational only — not financial advice.