Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Accenture PLC (NYSE:ACN), Palo Alto Networks (NASDAQ:PANW), Diamondback Energy (NASDAQ:FANG).
Industry description
The investment seeks capital appreciation.
The fund invests primarily in equity securities of all market capitalizations. Under normal market conditions, it will invest at least 80% of its total assets in equity securities. The fund may hold up to 20% of its net assets in derivative instruments and short positions at any time.
Market Cap
The average market capitalization across the Wellington Shields All-Cap Instl MF is 1.04T. The market cap for tickers in the group ranges from 6.76B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is GTLS at 6.76B.
Volume
The average weekly volume growth across all stocks in the Wellington Shields All-Cap Instl MF was 172%. For the same stocks of the MF, the average monthly volume growth was 175% and the average quarterly volume growth was 97%
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: 65
Price Growth Rating: 39
SMR Rating: 40
Profit Risk Rating: 21
Seasonality Score: -42 (-100 ... +100)