MarketGrader US Core Select 50 Portfolio


Five Largest Companies
Symbol Name Grade Market Cap Country
NVDA NVIDIA Corporation 79.8 ¤4,392,000 US
MSFT Microsoft Corporation 71.9 ¤3,981,503 US
GOOGL Alphabet Inc. Class A 77.2 ¤2,359,204 US
AMZN Amazon.com, Inc. 67.1 ¤2,257,226 US
META Meta Platforms Inc Class A 81.0 ¤1,950,210 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
UPS United Parcel Service, Inc. Class B 50.6 ¤71,995 US
NKE NIKE, Inc. Class B 48.1 ¤110,502 US
CMCSA Comcast Corporation Class A 53.8 ¤120,218 US
UNP Union Pacific Corporation 56.3 ¤131,690 US
HON Honeywell International Inc. 54.0 ¤140,179 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
MSFT Microsoft Corporation 71.9 32 US
GOOGL Alphabet Inc. Class A 77.2 31 US
MA Mastercard Incorporated Class A 63.6 24 US
JNJ Johnson & Johnson 64.4 23 US
QCOM QUALCOMM Incorporated 70.9 22 US
V Visa Inc. Class A 59.9 22 US
AMGN Amgen Inc. 62.2 21 US
HD Home Depot, Inc. 46.7 21 US
ORCL Oracle Corporation 61.2 21 US
META Meta Platforms Inc Class A 81.0 20 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤544,884
Median Market Cap ¤214,562
Avg. 3 Mo. Dollar Vol. ¤2,545,707,619
Avg. 3 Mo. Trading Vol. 14,107,030
Last Rebalance Date 03/24/2025
Companies Replaced 30
Biggest Sector Increase Consumer Discretionary
Biggest Sector Decrease Health Care

Fundamental Attributes
Trailing P/E Ratio (12 Mo.) 24.6
Forward P/E Ratio (12 Mo.) 21.6
Price/Book Ratio 8.1
Avg. Revenue Chg. - 3 Yr 33.6%
Avg. Op. Income Chg. - 3 Yr. 38.6%
Avg. EPS Growth - 3 Yr. 11.8%
Avg. EPS Growth - 1 Yr. 15.6%
Avg. Operating Margin 23.0%
Avg. LT Debt to Total Capital 41.9%
Avg. Return on Equity 32.6%
Dividend Yield 1.3%
Index Average Grade
59.74
Country Breakdown
United States Of America 100.0%
For more information on this index please contact us

Get Access to the World's Smartest Global Research Platform

Don't wait another day to make better informed, higher-returning investments.

TRY IT FOR FREE