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Wesmark Balanced Fund (WMBLX)

US Funds

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13.01 +0.08 +0.62%

06/06 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 92.9M

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WMBLX Holdings

Comprehensive information about top holdings and Key Holding Information for the WesMark Balanced (WMBLX) fund. Our WesMark Balanced portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	3.33	3.33
Shares	63.23	63.23
Bonds	33.45	33.45

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.79	18.44
Price to Book	3.28	3.22
Price to Sales	1.81	2.21
Price to Cash Flow	12.82	12.22
Dividend Yield	2.71	1.94
5 Years Earnings Growth	8.23	11.22

Sector Allocation

Name	Net %	Category Average
Technology	23.69	23.90
Healthcare	17.32	13.10
Financial Services	12.83	15.86
Consumer Defensive	11.16	6.06
Industrials	9.65	10.12
Consumer Cyclical	8.36	9.98
Energy	5.39	4.98
Communication Services	4.93	7.49
Utilities	3.05	3.22
Real Estate	2.07	3.40
Basic Materials	1.55	3.18

Region Allocation

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 122

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Apple	US0378331005	5.09	203.92	+1.64%
AbbVie	US00287Y1091	3.21	189.83	+1.26%
Cisco	US17275R1023	3.05	66.06	+2.23%
Caterpillar	US1491231015	2.90	353.35	+1.26%
JPMorgan	US46625H1005	2.79	265.73	+1.44%
Texas Instruments	US8825081040	2.76	192.42	+1.01%
PepsiCo	US7134481081	2.50	130.03	-0.82%
Lowe’s	US5486611073	2.08	225.27	-1.02%
Eli Lilly	US5324571083	2.03	769.88	+0.55%
Merck&Co	US58933Y1055	2.01	78.97	+1.74%

Top Equity Funds by WesMark

Name	Total Assets	YTD%	3Y%	10Y%
WesMark Growth	322.73M	-8.67	8.66	9.22
WesMark Small Company Growth	141.97M	31.46	9.03	10.53
WesMark WV Municipal Bond	85.4M	1.55	-0.85	1.29

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