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), Broadcom Inc. (NASDAQ:AVGO), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM), Oracle Corp (NYSE:ORCL), Chevron Corp (NYSE:CVX).
Industry description
The investment seeks long-term capital appreciation.
Under normal circumstances, the fund invests at least 80% of its net assets, including any borrowings for investment purposes, in securities of large capitalization companies. The Adviser currently defines large capitalization companies as companies having, at the time of initial investment, a market capitalization equal to or greater than the largest 70% by market capitalization of the companies that comprise the MSCI ACWI Investable Market Index (IMI).
Market Cap
The average market capitalization across the Old Westbury Large Cap Strategies MF is 1.83T. The market cap for tickers in the group ranges from 292.97B to 4.38T. NVDA holds the highest valuation in this group at 4.38T. The lowest valued company is CVX at 292.97B.
Volume
The average weekly volume growth across all stocks in the Old Westbury Large Cap Strategies MF was 1%. For the same stocks of the MF, the average monthly volume growth was 16% and the average quarterly volume growth was -18%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 71
P/E Growth Rating: 38
Price Growth Rating: 23
SMR Rating: 27
Profit Risk Rating: 20
Seasonality Score: -40 (-100 ... +100)