Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), SERVICENOW (NYSE:NOW), Chipotle Mexican Grill (NYSE:CMG).
Industry description
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 up to 50 common stocks. The investment adviser seeks to select stocks of high-quality companies with compelling long-term capital appreciation potential. The fundamental investment approach combines "top-down" macro-economic analysis and investment theme development with "bottom-up" company and security analysis to identify attractive opportunities.
Market Cap
The average market capitalization across the Marsico Growth Institutional MF is 2.15T. The market cap for tickers in the group ranges from 56B to 4.43T. NVDA holds the highest valuation in this group at 4.43T. The lowest valued company is CMG at 56B.
Volume
The average weekly volume growth across all stocks in the Marsico Growth Institutional MF was -6%. For the same stocks of the MF, the average monthly volume growth was -3% and the average quarterly volume growth was -30%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 66
P/E Growth Rating: 55
Price Growth Rating: 45
SMR Rating: 100
Profit Risk Rating: 33
Seasonality Score: 65 (-100 ... +100)