Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Unitedhealth Group (NYSE:UNH), Johnson & Johnson (NYSE:JNJ), Accenture PLC (NYSE:ACN).
Industry description
The investment seeks total return.
The adviser seeks to achieve the fund’s investment objective by investing the fund’s assets primarily in equities of companies that GMO believes to be of high quality. At times, the fund may have substantial exposure to a single asset class, industry, sector, country, region, issuer, currency or companies with similar market capitalizations. The fund may invest in securities of companies of any market capitalization. The fund also may invest in U.S. Treasury fund, in money market funds unaffiliated with GMO, and directly in the types of investments typically held by money market funds.
Market Cap
The average market capitalization across the GMO Quality III MF is 1.38T. The market cap for tickers in the group ranges from 198.86B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is ACN at 198.86B.
Volume
The average weekly volume growth across all stocks in the GMO Quality III MF was 18%. For the same stocks of the MF, the average monthly volume growth was 34% and the average quarterly volume growth was 21%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 36
P/E Growth Rating: 72
Price Growth Rating: 48
SMR Rating: 33
Profit Risk Rating: 36
Seasonality Score: 52 (-100 ... +100)