MIFOX Marsico Focus Institutional Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA), Meta Platforms (NASDAQ:META), Tesla (NASDAQ:TSLA), Eli Lilly & Co (NYSE:LLY), Unitedhealth Group (NYSE:UNH).

The investment seeks long-term growth of capital. The fund invests primarily in the common stocks of large companies that are selected for their long-term growth potential. It will normally hold a core position of between 20 and 35 common stocks. In selecting investments for the fund, the investment adviser uses an approach that emphasizes the selection of what the investment adviser believes are stocks of high-quality companies with compelling potential for long-term capital appreciation. The investment approach combines "top-down" analysis and "bottom-up" analysis and security analysis to identify opportunities. The fund is non-diversified.

The average market capitalization across the Marsico Focus Institutional MF is 543.21B. The market cap for tickers in the group ranges from 232.32B to 2.66T. AAPL holds the highest valuation in this group at 2.66T. The lowest valued company is ASML at 232.32B.

The average weekly volume growth across all stocks in the Marsico Focus Institutional MF was 20%. For the same stocks of the MF, the average monthly volume growth was 34% and the average quarterly volume growth was -7%