Stock Screener
S&P 500 · Data through 2026-10-02
Stock universe
Sectors
Style
Size
Asserted S&P 500 membership.
Model portfolios · S&P 500
Some measures are not yet available. Missing values are shown as a dash.
497 securities · — = insufficient history or unavailable data
Index badgesS5 = S&P 500R3K = Russell 3000R1K = Russell 1000R2K = Russell 2000R1G = Russell 1000 GrowthR1V = Russell 1000 ValueR2G = Russell 2000 GrowthR2V = Russell 2000 Value
What these columns mean (19)
Identity
- Ticker
- Exchange ticker symbol. The security's name is its own column.
- Company
- Security name. Separate from the ticker so each can be sorted and read on its own, and so the name can be hidden when the table is crowded.
- Sector
- GICS sector for a stock. For a fund this is its asset class — see the Asset class column, which is the field to screen on across both.
- History
- Years of price history behind this row. This is the data WE hold, not the fund's inception date — a short history means the long return and risk columns are blank or thin.
Returns
- WTD
- Week to date, from the last close before Monday.
- QTD
- Quarter to date, from the last weekly close before the quarter began.
- YTD
- Year to date, from the last weekly close of the previous year.
- 3Y Ann.
- Trailing three years, annualised, measured back from the last completed week.
- 5Y Ann.
- Trailing five years, annualised, measured back from the last completed week.
Trend
- Trend
- How many of the three windows the price is above, 0 to 3. Blank when the security is too young to have all three averages — an unknown window is not a falling one.
- vs 200d MA
- Long-term trend: distance of the latest price from its 200-day average (40 weekly closes). Same test as the MA200 column, with the magnitude.
Risk
- Risk
- Direction of realised risk: compares 3-month annualised volatility with 1-year volatility. Up means recent volatility is more than 5% higher, down means more than 5% lower, and right means within a 5% neutral band.
- From 52W high
- Distance below the highest weekly close of the last year. Distinct from From ATH, which measures against all the history we hold.
Stock facts
- Market cap ($B)
- Current equity market capitalization. Use Size for a simple Large / Mid / Small grouping.
- Style
- Growth, Value or Blend from current Russell Growth/Value benchmark memberships. Blend means the stock appears in both growth and value membership sets; blank means no style benchmark has been loaded for it.
- Size
- Coarse market-cap bucket derived from current market capitalization: Large is $10B or more, Mid is $2B to under $10B, and Small is under $2B. The raw Market cap field remains separately gated.
- Indexes
- Every currently loaded benchmark membership for this stock. Compact badges are decoded in the legend below the table.
- P/E
- Trailing price to earnings multiple. Loss-making companies show no multiple.
- Next earnings
- Next scheduled earnings report date and known market timing.