Skip to content
Apr 07 2023

Additional Factors

  • Apr 7, 2023

AAPL (+12%), MSFT (+16%), GOOG (+15%), NVDA (+20%), and META (+21%) all posted tremendous results in March, while the average S&P 500 stock was down 1%. Those five mega-firms, representing 20% of the index weight, were responsible for 80% of last month’s gain and led to the largest monthly performance gap between Cap Weighted and Equal Weighted (4.6% spread) since March-2020, when the disparity was a 5.7% spread.

Login

For full access, please enter your credentials.

About The Author

Phil Segner / Sr. Research Analyst & Co-Portfolio Manager