Notable companies
The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Mastercard (NYSE:MA), Union Pacific Corp (NYSE:UNP), Bristol-Myers Squibb Co (NYSE:BMY), PNC Financial Services Group (NYSE:PNC), Elevance Health (NYSE:ELV), Delta Air Lines (NYSE:DAL).
Industry description
The investment seeks total return and capital preservation.
The fund invests primarily in a diversified portfolio of common stocks of companies with a market capitalization in excess of $20 billion at time of purchase. The Adviser constructs the fund's portfolio on a security-by-security basis, with the goal of building a portfolio that strikes a balance between the Adviser's conviction in an investment and portfolio diversification.
Market Cap
The average market capitalization across the Cambiar Opportunity Inst MF is 589.16B. The market cap for tickers in the group ranges from 27.28B to 4.2T. GOOGL holds the highest valuation in this group at 4.2T. The lowest valued company is LH at 27.28B.
Volume
The average weekly volume growth across all stocks in the Cambiar Opportunity Inst MF was 23%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was -59%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 55
P/E Growth Rating: 51
Price Growth Rating: 38
SMR Rating: 47
Profit Risk Rating: 44
Seasonality Score: -46 (-100 ... +100)