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Rising Interest Rates

9.1%
11.7%
0.8%

When Rates Rise, Cash-Rich May Win

If interest rates begin to climb, who wins? Given the significant interest income that online brokers, custodian banks, and other financials earn on customer cash balances, they could be the ones poised to profit. The near-0% rates of recent years have eviscerated the interest income stream for these financials. In normal rate environments, some can derive as much as 45% of their revenue from lending. And while potential homeowners and other borrowers might not be thrilled about it, an uptick in rates could mean quick cash flow for those who hold customer cash, and are well prepared. See more
9.1%
11.7%
0.8%
Invest in Thematic Portfolios
Create your own customizable basket of up to 30 stocks or ETFs for just $9.95.
Motif Index 1 YR Return
Rising Interest Rates Benchmark
With this Motif, you can buy the following basket of stocks for just $9.95:
Weight Segment & Stocks Symbol 1 MO / 1 YR Return
57.8% Regional Banks 8.0%
9.6% First Horizon National Corporation FHN 4.1%
9.3% East West Bancorp Inc. EWBC 18.8%
7.3% M&T Bank Corporation MTB 10.3%
6.6% SVB Financial Group SIVB 26.8%
5.0% Texas Capital Bancshares Inc. TCBI 14.7%
4.3% PrivateBancorp Inc. PVTB 7.2%
4.3% Western Alliance Bancorporation (DE) WAL 4.0%
3.0% Synovus Financial Corp. SNV 0.9%
2.7% Wintrust Financial Corporation WTFC 1.0%
2.7% First Merchants Corporation FRME 0.7%
1.9% Lakeland Financial Corporation LKFN 17.9%
1.0% Fifth Third Bancorp FITB 9.0%
22.0% Major Banks 2.3%
17.0% Comerica Incorporated CMA 0.5%
2.4% PNC Financial Services PNC 13.0%
1.6% U.S. Bancorp USB 3.4%
1.1% BB&T Corporation BBT 6.0%
15.8% Brokers 16.2%
12.3% Charles Schwab Corp. SCHW 16.6%
3.5% Interactive Brokers Group Inc. IBKR 14.8%
4.5% Savings Banks 18.1%
2.6% Pacific Premier Bancorp Inc PPBI 31.7%
1.9% People's United Financial Inc. PBCT 0.4%

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