Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), KLA Corp (NASDAQ:KLAC), Arista Networks Inc (NYSE:ANET), Regeneron Pharmaceuticals (NASDAQ:REGN).
Industry description
The investment seeks maximum long-term total return consistent with reasonable risk to principal.
The portfolio invests at least 80% of the value of its net assets in equity securities, such as common stocks, of large cap companies tied economically to the U.S. that are “growth companies.” The advisor considers a company to be tied economically to the U.S. if the company: 1) is organized under the laws of the U.S., 2) maintains its principal place of business in the U.S., 3) is traded principally in the U.S. or 4) at the time of purchase, is included in a U.S. equity index managed by S&P Global Ratings (“S&P”) or FTSE Russell (“Russell”).
Market Cap
The average market capitalization across the Glenmede Disciplined USGrEqPtf InstlShrs MF is 682.25B. The market cap for tickers in the group ranges from 15.2B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is JBL at 15.2B.
Volume
The average weekly volume growth across all stocks in the Glenmede Disciplined USGrEqPtf InstlShrs MF was -14%. For the same stocks of the MF, the average monthly volume growth was -31% and the average quarterly volume growth was 5%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 51
P/E Growth Rating: 69
Price Growth Rating: 58
SMR Rating: 37
Profit Risk Rating: 28
Seasonality Score: -5 (-100 ... +100)