Notable companies
The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Capital One Financial (NYSE:COF), CVS HEALTH Corp (NYSE:CVS), US Bancorp (NYSE:USB), Devon Energy Corp (NYSE:DVN), MGM Resorts International (NYSE:MGM).
Industry description
The investment seeks long-term capital growth and capital preservation.
The fund's investment adviser uses the Davis Investment Discipline to invest Clipper Fund's portfolio principally in common stocks (including indirect holdings of common stock through depositary receipts) issued by large companies with market capitalizations of at least $10 billion. The fund's portfolio generally contains between 15 and 35 companies, although the precise number of its investments will vary over time. It is non-diversified.
Market Cap
The average market capitalization across the Clipper MF is 861.06B. The market cap for tickers in the group ranges from 11B to 4.2T. GOOGL holds the highest valuation in this group at 4.2T. The lowest valued company is MGM at 11B.
Volume
The average weekly volume growth across all stocks in the Clipper MF was 16%. For the same stocks of the MF, the average monthly volume growth was -13% and the average quarterly volume growth was -58%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 48
P/E Growth Rating: 51
Price Growth Rating: 46
SMR Rating: 35
Profit Risk Rating: 52
Seasonality Score: -34 (-100 ... +100)