PLIEX Plumb Equity Institutional Forecast, Technical & Fundamental Analysis

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Alphabet (NASDAQ:GOOGL), Microsoft Corp (NASDAQ:MSFT), Advanced Micro Devices (NASDAQ:AMD), VISA (NYSE:V), Mastercard (NYSE:MA), Adobe (NASDAQ:ADBE), Autodesk (NASDAQ:ADSK).

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its assets, including borrowings for investment purposes, in common stocks and other equity securities, such as exchange-traded funds (ETFs), options, preferred stocks and securities convertible into such equity securities. It generally invests in higher quality companies that are trading at significant discounts to portfolio managers' estimates of their intrinsic value. These companies may include large, medium, and smaller-sized companies.

The average market capitalization across the Plumb Equity Institutional MF is 1.5T. The market cap for tickers in the group ranges from 4.89B to 4.86T. NVDA holds the highest valuation in this group at 4.86T. The lowest valued company is ELF at 4.89B.

The average weekly volume growth across all stocks in the Plumb Equity Institutional MF was 50%. For the same stocks of the MF, the average monthly volume growth was 19% and the average quarterly volume growth was -43%