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:GOOG), Meta Platforms (NASDAQ:META), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH).
Industry description
The investment seeks long-term capital appreciation.
The fund pursues its investment goal by investing in a diversified portfolio of equity and equity-related securities of any market capitalization. It has no restrictions as to the size of the companies in which it invests. The fund may invest in what generally are considered small-cap stocks, mid-cap stocks and large-cap stocks. It invests in a portfolio of securities the Adviser believes has the potential for long-term capital appreciation. The fund invests primarily in securities listed on securities exchanges or actively traded in over-the-counter markets.
Market Cap
The average market capitalization across the Old Westbury All Cap Core MF is 1.97T. The market cap for tickers in the group ranges from 451.47B to 3.37T. NVDA holds the highest valuation in this group at 3.37T. The lowest valued company is UNH at 451.47B.
Volume
The average weekly volume growth across all stocks in the Old Westbury All Cap Core MF was 1%. For the same stocks of the MF, the average monthly volume growth was -18% 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: 73
P/E Growth Rating: 57
Price Growth Rating: 46
SMR Rating: 27
Profit Risk Rating: 14
Seasonality Score: 33 (-100 ... +100)