Portfolio of Boutique Investment Banks


Here is a table of 6 boutique investment banks.

6 Boutique Investment Bank Stocks

NameStock

Symbol

Recent Dividends

Evercore Partners EVR
Houlihan LokeyHLI
Moelis & CompanyMC
PJT PartnersPJT
Raymond James Financial RJF
Stifel Financial CorporationSF
Dividend chart data from Alpha Vantage as of most recent close.


Portfolio Values

To inspect the performance of the Boutique Investment Bank Stocks portfolio, see the chart below. Portfolio values are computed using monthly closes for stocks from Alpha Vantage.

All 6 stocks are included in the portfolio computations. The current value of the portfolio assumes that $1,666.67 was invested in each stock at its closing monthly price for the first date shown on the portfolio value chart below. All prices are adjusted for splits and dividends.

The current value of the $10,000 investment is $17,300. The percent return is 73.00%. The annualized return is 11.59%.


6 Boutique Investment Bank Stocks Returns

Name

Symbol

% Return & Details

Evercore PartnersEVR35.15%
Houlihan LokeyHLI135.16%
Moelis & CompanyMC48.50%
PJT PartnersPJT71.74%
Raymond James FinancialRJF73.23%
Stifel Financial CorporationSF74.23%


Portfolio Value Chart for Last 100 Daily Closes



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