OANLX Oakmark Select Institutional Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Wells Fargo & Co (NYSE:WFC), Charles Schwab Corp (The) (NYSE:SCHW), Capital One Financial (NYSE:COF), IQVIA Holdings (NYSE:IQV).

The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of U.S. companies. It could own as few as twelve securities, but generally will have approximately twenty securities in its portfolio and as a result, a higher percentage of the fund's total assets may at times be invested in a particular sector or industry. It generally invests in the securities of large- and mid-capitalization companies. The fund uses a value investment philosophy in selecting equity securities. It is non-diversified.

The average market capitalization across the Oakmark Select Institutional MF is 391B. The market cap for tickers in the group ranges from 7.99B to 3.07T. GOOGL holds the highest valuation in this group at 3.07T. The lowest valued company is LAD at 7.99B.

The average weekly volume growth across all stocks in the Oakmark Select Institutional MF was 59%. For the same stocks of the MF, the average monthly volume growth was 32% and the average quarterly volume growth was 8%