Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Mastercard (NYSE:MA), Home Depot (NYSE:HD).
Industry description
The investment seeks long-term growth of capital.
The Advisor attempts to achieve its investment objective of long term growth of capital by investing principally in a diversified portfolio of domestic common stocks. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities. Although the fund invests primarily in U.S. securities, it may invest up to 20% of its total assets in foreign securities, either directly or indirectly through investments in ADR.
Market Cap
The average market capitalization across the Evercore Equity MF is 1.29T. The market cap for tickers in the group ranges from 25.05B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is BLDR at 25.05B.
Volume
The average weekly volume growth across all stocks in the Evercore Equity MF was -22%. For the same stocks of the MF, the average monthly volume growth was 7% and the average quarterly volume growth was -39%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 77
P/E Growth Rating: 55
Price Growth Rating: 41
SMR Rating: 24
Profit Risk Rating: 15
Seasonality Score: -46 (-100 ... +100)