Company Size Diversification Chart

The Company Size Diversification Chart divides the club holdings by size, showing their percent of total club value, and if they are classified as Micro, Small, Mid, Large, Mega or Other.

Size is based on company's revenues for the most recent twelve months.

  • Annual revenues for a "micro" company are below $100 million a year
  • A small company's revenues are between $100 million and $1 Billion
  • A mid-sized company are between $1 Billion and $10 billion
  • A large company is between $10 billion and $50 billion
  • Annual revenues for a "mega" company are greater than $50 billion.

Data is provided by Morningstar, Inc. via StockCentral (

Company Size Diversification Description

The Company Size Diversification report is divided into two main sections:

  • The inner pie chart
    • The inner pie chart shows the division of club assets by size (Micro, Small, Mid, Large, Mega or Other)
  • The outer doughnut ring
    • The outer ring follows the segmentation of the pie chart, but is further divided into separate companies; this enables the club to easily see how much of the club’s value is taken by individual stocks, as well as what size each company is.