AssetMark Financial Holdings (AssetMark Financial Holdings) 12-1 Month Momentum % : 22.46% (As of May. 28, 2024)

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What is AssetMark Financial Holdings 12-1 Month Momentum %?

12-1 Month Momentum % is the total return of the stock from 12-month ago to 1-month ago. As of today (2024-05-28), AssetMark Financial Holdings's 12-1 Month Momentum % is 22.46%.

The industry rank for AssetMark Financial Holdings's 12-1 Month Momentum % or its related term are showing as below:

AMK's 12-1 Month Momentum % is ranked better than
82.13% of 1729 companies
in the Asset Management industry
Industry Median: 2.76 vs AMK: 22.46

Competitive Comparison of AssetMark Financial Holdings's 12-1 Month Momentum %

For the Asset Management subindustry, AssetMark Financial Holdings's 12-1 Month Momentum %, along with its competitors' market caps and 12-1 Month Momentum % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

AssetMark Financial Holdings's 12-1 Month Momentum % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, AssetMark Financial Holdings's 12-1 Month Momentum % distribution charts can be found below:

* The bar in red indicates where AssetMark Financial Holdings's 12-1 Month Momentum % falls into.

AssetMark Financial Holdings (NYSE:AMK) 12-1 Month Momentum % Calculation

12-1 Month Momentum % is calculated as following:

12-1 Month Momentum %

( Price 1-month ago

Price 12-month ago

- 1 )

100 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

AssetMark Financial Holdings (NYSE:AMK) 12-1 Month Momentum % Explanation

Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 12-1 Month Momentum % measures the total return to a stock over the past twelve months, but ignores the previous month.

The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.

AssetMark Financial Holdings 12-1 Month Momentum % Related Terms

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AssetMark Financial Holdings (AssetMark Financial Holdings) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » AssetMark Financial Holdings Inc (NYSE:AMK) » Definitions » 12-1 Month Momentum %

Comparable Companies

Traded in Other Exchanges

0LA:Germany

Address

1655 Grant Street, 10th Floor, Concord, CA, USA, 94520

Website

https://www.assetmark.com

AssetMark Financial Holdings Inc is a provider of extensive wealth management and technology solutions that power independent financial advisers and their clients. It provides an end-to-end experience, spanning nearly all elements of an adviser's engagement with the client, from initial conversations to ongoing financial planning discussions, including performance reporting and billing. In addition, the company's platform provides tools and capabilities for advisers to better manage their day-to-day business activities, giving them more time for meaningful conversations with investors.

Executives

Carrie E. Hansen	officer: EVP, Chief Operating Officer	C/O ASSETMARK FINANCIAL HOLDINGS, INC., 1655 GRANT STREET, 10TH FLOOR, CONCORD CA 94520
Ted F. Angus	officer: EVP, General Counsel	C/O ASSETMARK FINANCIAL HOLDINGS, INC., 1655 GRANT STREET, 10TH FLOOR, CONCORD CA 94520
Mcnatt Joel David Jr	officer: EVP, Investment Solutions	C/O ASSETMARK FINANCIAL HOLDINGS INC., 1655 GRANT ST 10TH FLOOR, CONCORD CA 94520
Mukesh Mehta	officer: EVP, Chief Information Officer	C/O ASSETMARK FINANCIAL HOLDINGS, INC., 1655 GRANT STREET, 10TH FLOOR, CONCORD CA 94520
Michael Kim	officer: EVP, Chief Client Officer	C/O ASSETMARK FINANCIAL HOLDINGS, INC., 1655 GRANT STREET, 10TH FLOOR, CONCORD CA 94520
Natalie Grace Wolfsen	officer: EVP, Chief Solutions Officer	C/O ASSETMARK FINANCIAL HOLDINGS, INC., 1655 GRANT STREET, 10TH FLOOR, CONCORD CA 94520
Gary G. Zyla	officer: EVP, Chief Financial Officer	C/O ASSETMARK FINANCIAL HOLDINGS, INC., 1655 GRANT STREET, 10TH FLOOR, CONCORD CA 94520
Esi Minta-jacobs	officer: EVP, Prgm Mgmt & HR	C/O ASSETMARK FINANCIAL HOLDINGS, INC., 1655 GRANT STREET, 10TH FLOOR, CONCORD CA 94520
Jeremiah H Chafkin	officer: EVP, Chief Investment Officer	C/O THE CHARLES SCHWAB CORPORATION, 120 KEARNY STREET, SAN FRANCISCO CA 94108
John Hahn	officer: SVP, Finance & Reporting (PAO)	C/O ASSETMARK FINANCIAL HOLDINGS, INC., 1655 GRANT STREET 10TH FLOOR, CONCORD CA 94520
Joseph M Velli	director
Charles G Goldman	director, officer: President and CEO	C/O THE CHARLES SCHWAB CORPORATION, 120 KEARNY STREET, SAN FRANCISCO CA 94108
Lei Wang	director	1655 GRANT STREET, 10TH FLOOR, CONCORD CA 94520
Xiaoning Jiao	director	1655 GRANT STREET, 10TH FLOOR, CONCORD CA 94520
Huatai Securities Co., Ltd.	10 percent owner	NO.228 MIDDLE JIANGDONG ROAD, NANJING, JIANGSU PROVINCE F4 210019