OWLSX Old Westbury Large Cap Strategies Forecast, Technical & Fundamental Analysis

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

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 securities of large capitalization companies. The Adviser currently defines large capitalization companies as companies having, at the time of initial investment, a market capitalization equal to or greater than the largest 70% by market capitalization of the companies that comprise the MSCI ACWI Investable Market Index (IMI).

The average market capitalization across the Old Westbury Large Cap Strategies MF is 2.2T. The market cap for tickers in the group ranges from 310.28B to 4.1T. NVDA holds the highest valuation in this group at 4.1T. The lowest valued company is CVX at 310.28B.

The average weekly volume growth across all stocks in the Old Westbury Large Cap Strategies MF was -9%. For the same stocks of the MF, the average monthly volume growth was 8% and the average quarterly volume growth was -32%