Rising Interest Rates
Invest in

Rising Interest Rates

23.9%
0.9%
0.5%

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
23.9%
0.9%
0.5%
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
35.9% Major Banks 9.8%
9.7% U.S. Bancorp USB 8.8%
9.5% PNC Financial Services PNC 19.9%
6.1% BB&T Corporation BBT 11.4%
5.7% Comerica Inc. CMA 2.2%
2.8% KeyCorp KEY 11.9%
1.1% American Express Co. AXP 16.3%
1.0% Regions Financial Corp. RF 5.3%
27.8% Broker-Dealers 56.3%
13.8% Interactive Brokers Group Inc IBKR 87.6%
13.1% Charles Schwab Corp. SCHW 25.8%
0.9% TD Ameritrade Holding AMTD 19.6%
27.8% Regional Banks 10.8%
8.4% M&T Bank Corp. MTB 9.8%
5.2% Wintrust Financial Corp. (IL) WTFC 18.5%
2.9% Fulton Financial Corporation FULT 15.0%
2.7% Credicorp Ltd. BAP 11.6%
1.7% Commerce Bancshares Inc. CBSH 6.5%
1.1% Associated Banc Corp. ASB 14.1%
1.0% First Midwest Bancorp Inc. (Naperville Ill.) FMBI 17.1%
1.0% City Holding Co. CHCO 20.7%
1.0% National Penn Bancshares Inc (Boyertown Penn.) NPBC 10.4%
1.0% SunTrust Banks Inc. STI 17.0%
1.0% FNB Corp. FNB 17.3%
1.0% Fifth Third Bancorp FITB 3.9%
6.5% Savings Banks 15.5%
5.5% People's United Financial Inc. PBCT 13.0%
1.0% Brookline Bancorp Inc (DE) BRKL 29.6%
1.9% Custody Banks 16.8%
1.9% Northern Trust Corp. NTRS 16.8%