US Markets Mid Cap Growth & Low Volatility

US Markets Mid Cap Growth & Low Volatility
  • Pininvest Analysis

As the prospects of the US economy look more uncertain in April '18,  and analysts grow more uncomfortable with the high valuations on Wall Street, our theme prepares for possible market reversals

The industry sectors are represented with the exception of agriculture, basic materials and transportation, notably sensitive to economic headwinds

With mid-cap market valuations, the selected companies offer a fair degree of stablity and their growth prospects, vindicated by the performance of their share prices, are solid

There is little doubt valuations of our theme would suffer from a global backlash but we submit to your consideration  the possibility the companies may be relatively less impacted,  and shielded by strong fundamentals 

The benchmark of our theme is the iShare Core S&P  ETF

Check Analytics for fundamentals in our theme and keep track of your preferred companies with our Benchmark feature 

US Markets Mid Cap Growth & Low Volatility • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Vol. Risk Contrib. MDD
 
American Tower AMT NYSE Real Estate REITs Material-Digital Storage USD 257.61 114 B 18.4% 44%   3% -30%
AMETEK AME NYSE Industrial Goods Precision, Measurement & Processing USD 97.79 22 B 13.2% 46%   3% -43%
Amphenol APH NYSE Industrial Goods Cables, Connectors & Cabling Networks USD 107.96 32 B 22.8% 41%   3% -38%
Centene Corp. CNC NYSE Health Care Managed Care Companies USD 64.28 37 B 30.0% 53%   3% -33%
Cognizant Technology Solutions CTSH NASDAQ Technology Information Systems & Network Software USD 67.48 37 B 6.8% 47%   3% -42%
Constellation Brands STZ NYSE Consumer Non-Durables Beverages - Wineries & Distillers USD 172.27 33 B -9.3% 44%   3% -50%
Crown Castle International CCI NYSE Real Estate REITs Material-Digital Storage USD 168.19 71 B 22.7% 43%   3% -30%
Danaher DHR NYSE Conglomerates Industrial Conglomerates USD 205.40 146 B 46.3% 33%   2% -28%
Ecolab ECL NYSE Industrial Goods Pollution Control Equipment USD 194.90 56 B -4.0% 46%   3% -40%
Fidelity National Information Services FIS NYSE Services Design Engng, Supply Chain & IT Services USD 147.78 92 B 9.4% 43%   3% -35%
Fiserv FISV NASDAQ Finance Financial Data Processing USD 103.91 70 B -1.4% 45%   3% -38%
Fleetcor Technologies FLT NYSE Finance Financial Transaction Services USD 240.61 20 B -18.8% 50%   3% -48%
Fortive FTV NYSE Industrial Goods Precision, Measurement & Processing USD 72.23 24 B 0.9% 46%   3% -47%
Global Payments GPN NYSE Finance Financial Transaction Services USD 174.83 52 B 9.4% 52%   4% -44%
IntercontinentalExchange ICE NYSE Finance Investment Bankers/Brokers/Service USD 100.96 55 B 11.1% 38%   2% -33%
Intuit Inc. INTU NASDAQ Technology Software - Prepackaged USD 309.43 81 B 12.6% 45%   3% -36%
Laboratory Corporation Of America LH NYSE Health Care Diagnostics USD 193.11 19 B 17.4% 51%   3% -47%
Marriot International MAR NASDAQ Services Hotels, Restaurants, Fast-Food & Resorts USD 93.78 30 B -26.9% 62%   3% -61%
Marsh & McLennan Companies MMC NYSE Finance Specialty Insurers & Brokers USD 117.74 60 B 20.0% 36%   2% -36%
MGM Resorts International MGM NYSE Services Gaming Activities USD 19.03 9.4 B -32.7% 91%   5% -79%
Moody's Corp. MCO NYSE Finance Financial Database Services USD 275.52 52 B 29.3% 49%   3% -42%
Prologis PLD NYSE Real Estate REITs & Industrial / Office Real Estate USD 105.07 78 B 30.6% 45%   3% -37%
Roper Industries ROP NYSE Industrial Goods Engines, Industrial Equipt & Cpts USD 440.90 46 B 23.5% 39%   3% -35%
S&P Global SPGI NYSE Finance Financial Database Services USD 347.27 84 B 35.7% 46%   3% -38%
Salesforce.com CRM NYSE Technology Software - Business Process Mngt USD 201.05 181 B 39.8% 43%   3% -36%
SBA Communications SBAC NASDAQ Real Estate REITs Infrastructure & Land USD 311.28 35 B 23.9% 42%   2% -29%
ServiceNow NOW NYSE Technology Digital Platform Applications USD 431.21 83 B 61.4% 49%   3% -30%
Sherwin-Williams Company SHW NYSE Industrial Goods Chemicals - Specialties USD 656.72 60 B 26.4% 42%   3% -33%
Stryker SYK NYSE Health Care Specialized Medical Devices USD 191.54 72 B -11.0% 47%   3% -44%
TD Ameritrade Holding AMTD NASDAQ Finance Electronic trading USD 36.84 20 B -17.6% 64%   3% -46%
The Estee Lauder Companies EL NYSE Consumer Non-Durables Cosmetics & Personal Care USD 199.99 72 B 8.0% 42%   3% -34%
Thermo Fisher Scientific TMO NYSE Health Care Lab Analytical Instruments USD 414.33 164 B 48.0% 36%   2% -25%
Waste Connections WCN NYSE Utilities Environmental Services & Waste Mngt USD 101.95 27 B 11.2% 34%   2% -32%
Yum! Brands YUM NYSE Services Hotels, Restaurants, Fast-Food & Resorts USD 90.82 27 B -21.1% 42%   3% -53%
Zoetis ZTS NYSE Health Care Veterinary Services USD 158.88 75 B 28.6% 39%   3% -36%