Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Adobe (NASDAQ:ADBE), Workday (NASDAQ:WDAY), lululemon athletica (NASDAQ:LULU), Five Below (NASDAQ:FIVE).
Industry description
The investment seeks long-term capital appreciation.
Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large-capitalization companies. It primarily invests in equity securities. The fund may continue to hold securities of a portfolio company that subsequently drops below or appreciates above the large-capitalization threshold. It is non-diversified.
Market Cap
The average market capitalization across the AMG Montrusco Bolton Large Cap Growth I MF is 1.49T. The market cap for tickers in the group ranges from 10.02B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is FIVE at 10.02B.
Volume
The average weekly volume growth across all stocks in the AMG Montrusco Bolton Large Cap Growth I MF was 54%. For the same stocks of the MF, the average monthly volume growth was 27% and the average quarterly volume growth was -4%
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: 83
Price Growth Rating: 43
SMR Rating: 29
Profit Risk Rating: 35
Seasonality Score: 11 (-100 ... +100)