Notable companies
The most notable companies in this group are Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Wells Fargo & Co (NYSE:WFC), Applied Materials (NASDAQ:AMAT), US Bancorp (NYSE:USB), Capital One Financial (NYSE:COF), Bank of New York Mellon Corp (NYSE:BK).
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 660.19B. The market cap for tickers in the group ranges from 19.78B to 2.2T. AMZN holds the highest valuation in this group at 2.2T. The lowest valued company is MKL at 19.78B.
Volume
The average weekly volume growth across all stocks in the Clipper MF was 107%. For the same stocks of the MF, the average monthly volume growth was 18% and the average quarterly volume growth was 6%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 70
P/E Growth Rating: 55
Price Growth Rating: 38
SMR Rating: 31
Profit Risk Rating: 28
Seasonality Score: -5 (-100 ... +100)