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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.23 | 1.23 | 0.00 |
Shares | 98.77 | 98.77 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.87 | 20.41 |
Price to Book | 4.04 | 3.98 |
Price to Sales | 2.67 | 2.63 |
Price to Cash Flow | 15.23 | 14.44 |
Dividend Yield | 1.37 | 1.53 |
5 Years Earnings Growth | 10.80 | 11.32 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.75 | 28.58 |
Financial Services | 13.78 | 14.46 |
Consumer Cyclical | 10.90 | 10.45 |
Healthcare | 10.83 | 12.41 |
Industrials | 8.90 | 9.69 |
Communication Services | 8.41 | 8.35 |
Consumer Defensive | 5.43 | 6.12 |
Energy | 3.59 | 3.85 |
Real Estate | 2.74 | 2.30 |
Utilities | 2.49 | 2.80 |
Basic Materials | 2.19 | 2.42 |
Number of long holdings: 2,211
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.18 | 237.59 | -0.74% | |
NVIDIA | US67066G1040 | 5.61 | 124.65 | +0.77% | |
Microsoft | US5949181045 | 5.23 | 414.99 | -6.18% | |
Amazon.com | US0231351067 | 3.24 | 234.64 | -1.03% | |
Meta Platforms | US30303M1027 | 2.13 | 687.00 | +1.55% | |
Alphabet A | US02079K3059 | 1.68 | 200.87 | +2.79% | |
Tesla | US88160R1014 | 1.62 | 400.28 | +2.87% | |
Alphabet C | US02079K1079 | 1.52 | 202.63 | +2.76% | |
Broadcom | US11135F1012 | 1.26 | 215.66 | +4.51% | |
JPMorgan | US46625H1005 | 1.20 | 268.23 | +0.62% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire VIT Global Allocation Fund | 478.19M | 10.97 | 2.02 | 5.90 | ||
Wilshire International Equity Instl | 215.82M | 9.63 | 3.00 | 6.24 | ||
Wilshire Large Company Growth Instl | 176.7M | 36.31 | 10.06 | 14.79 | ||
Wilshire Large Company Value Instl | 163.45M | 21.04 | 9.39 | 8.18 | ||
Wilshire 5000 Index Portfolio Class | 61.24M | 26.72 | 10.18 | 12.59 |
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