Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM), Oracle Corp (NYSE:ORCL), Salesforce (NYSE:CRM).
Industry description
The investment seeks long- term capital appreciation.
The fund invests primarily in equity securities of U.S. and foreign companies. Equity securities in which the fund may invest include common stocks and common stock equivalents (such as rights or warrants, which give the fund the ability to purchase the common stock, and convertible securities, which are securities that are convertible into the common stock). The fund may invest in companies of any market capitalization, including small- and mid-capitalization companies.
Market Cap
The average market capitalization across the Kovitz Core Equity ETF ETF is 424.52B. The market cap for tickers in the group ranges from 3.22B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is HAYW at 3.22B.
High and low price notable news
The average weekly price growth across all stocks in the Kovitz Core Equity ETF ETF was -2%. For the same ETF, the average monthly price growth was 0%, and the average quarterly price growth was 9%. SPOT experienced the highest price growth at 14%, while KEYS experienced the biggest fall at -10%.
Volume
The average weekly volume growth across all stocks in the Kovitz Core Equity ETF ETF was 44%. For the same stocks of the ETF, the average monthly volume growth was 84% and the average quarterly volume growth was 57%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 64
P/E Growth Rating: 48
Price Growth Rating: 38
SMR Rating: 43
Profit Risk Rating: 34
Seasonality Score: 28 (-100 ... +100)