For your assigned bank, please complete each box and include details where requested; do not simply copy/paste a spreadsheet from your source or include data that is not requested. If so, you will lose points. All of this data can be gathered from S&P Capital IQ through the Connell Library database. Despite all of the numbers captured, this case is more about analyzing the company's strengths and vulnerabilities. You can complete and upload on Word, Excel, or PDF. Please use the textbook, your notes, and slides to supplement your work. As always, be sure to include your sources. The rubric is a great guiding tool to make sure you don't miss anything. Thanks!

Victoria, State Street (STT)

Joe, JP Morgan Chase (JPM)

Elian, US Bancorp (USB)

Marleny, Citizens Financial Group (CFG)

Katia, Citigroup (C)

Perla, Key Bank (KEY)

Robert, Wells Fargo (WFC)

2022, 2021, no LTM or Last Twelve Months

Balance Sheet Items	2021	2022	Notes/Observations
Cash & Equivalents	List the amount and % of Total Investments $xxxxxx/ xx.xx%	List the amount and % of Total Investments $xxxxxx/ xx.xx%
Investment Securities	List the amount and % of Total Investments $xxxxxx/ xx.xx%	List the amount and % of Total Investments $xxxxxx/ xx.xx%
Trading Asset Securities	List the amount and % of Total Investments $xxxxxx/ xx.xx%	List the amount and % of Total Investments $xxxxxx/ xx.xx%
Mortgage Backed Securities	List the amount and % of Total Investments $xxxxxx/ xx.xx%	List the amount and % of Total Investments $xxxxxx/ xx.xx%
Total Investments	$xxxxxxx	$xxxxxxx
Net Loans	$xxxxxxx	$xxxxxxx
	2021	2022	Notes/Observations
Liabilities Total Deposits	$xxxxxxx	$xxxxxxx
Total Liabilities	$xxxxxxx	$xxxxxxx
Ratios (under Asset Quality)	2021	2022	Notes/Observations
Interest Income	$XX,xxx ($xxxx loans, $xxxx investment securities..)	$XX,xxx ($xxxx loans, $xxxx investment securities..)
Interest Expenses	$xxx ($xxx deposits, $xxx borrowed funds)	$xxx ($xxx deposits, $xxx borrowed funds)
Net Interest Income (or Margin) as a % of Assets	$XXX,xxxx/$XXX,xxx = xxxx%	$XXX,xxxx/$XXX,xxx = xxxx%
Non Interest Income	$XX,xxx ($xxxx, $xxxx) / $XXX,xxx= xxxx%	$XX,xxx ($xxxx, $xxxx) /$XXX,xxx= xxxx%
Non Interest Expenses	$XX,xxx ($xxxx, $xxxx) / $XXX,xxx= xxxx%	$XX,xxx ($xxxx, $xxxx) / $XXX,xxx= xxxx%
Return on Equity	XX.xx% and list the top 3 revenue sources	XX.xx% and list the top 3 revenue sources
Return on Assets	XX.xx% and list the top 3 expense sources	XX.xx% and list the top 3 expense sources