Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA), Salesforce (NYSE:CRM), Abbott Laboratories (NYSE:ABT).
Industry description
The investment seeks capital appreciation.
The fund pursues its investment objective by investing at least 80% of the value of its net assets in equity securities of large capitalization companies. Equity securities may include common stocks, preferred stocks, securities (including debt securities) that are convertible into common stocks, and ETFs and other investment companies. The fund will invest primarily in securities issued by domestic companies. It may purchase ETFs or other investment companies in order to achieve exposure to a specific market sector, to achieve exposure to foreign markets or for other reasons consistent with its investment strategy.
Market Cap
The average market capitalization across the WesMark Large Company Fund MF is 1.31T. The market cap for tickers in the group ranges from 194.5B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is ABT at 194.5B.
Volume
The average weekly volume growth across all stocks in the WesMark Large Company Fund MF was -4%. For the same stocks of the MF, the average monthly volume growth was 29% and the average quarterly volume growth was -9%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 65
P/E Growth Rating: 58
Price Growth Rating: 38
SMR Rating: 43
Profit Risk Rating: 20
Seasonality Score: -44 (-100 ... +100)