OWTEX Old Westbury Total Equity Forecast, Technical & Fundamental Analysis

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Broadcom Inc. (NASDAQ:AVGO), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM).

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 equity securities. Equity securities are common stocks, preferred securities, warrants, rights, convertible securities and depositary receipts.

The average market capitalization across the Old Westbury Total Equity MF is 3.12T. The market cap for tickers in the group ranges from 965.21B to 5.46T. NVDA holds the highest valuation in this group at 5.46T. The lowest valued company is JPM at 965.21B.

The average weekly volume growth across all stocks in the Old Westbury Total Equity MF was -25%. For the same stocks of the MF, the average monthly volume growth was -12% and the average quarterly volume growth was -62%