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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 | 20.94 |
| Price to Book | 4.04 | 4.06 |
| Price to Sales | 2.67 | 2.77 |
| Price to Cash Flow | 15.23 | 14.28 |
| Dividend Yield | 1.37 | 1.49 |
| 5 Years Earnings Growth | 10.80 | 10.72 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 30.75 | 29.76 |
| Financial Services | 13.78 | 14.65 |
| Consumer Cyclical | 10.90 | 10.38 |
| Healthcare | 10.83 | 11.39 |
| Industrials | 8.90 | 9.71 |
| Communication Services | 8.41 | 9.11 |
| Consumer Defensive | 5.43 | 5.75 |
| Energy | 3.59 | 3.59 |
| Real Estate | 2.74 | 2.15 |
| Utilities | 2.49 | 2.61 |
| Basic Materials | 2.19 | 2.36 |
Number of long holdings: 2,211
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Apple | US0378331005 | 6.18 | 270.86 | +0.40% | |
| NVIDIA | US67066G1040 | 5.61 | 180.70 | -3.92% | |
| Microsoft | US5949181045 | 5.23 | 495.07 | -0.41% | |
| Amazon.com | US0231351067 | 3.24 | 240.30 | -1.13% | |
| Meta Platforms | US30303M1027 | 2.13 | 603.53 | -2.49% | |
| Alphabet A | US02079K3059 | 1.68 | 276.66 | -2.84% | |
| Tesla | US88160R1014 | 1.62 | 427.45 | -4.14% | |
| Alphabet C | US02079K1079 | 1.52 | 277.26 | -2.83% | |
| Broadcom | US11135F1012 | 1.26 | 342.74 | -3.62% | |
| JPMorgan | US46625H1005 | 1.20 | 311.85 | -0.50% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Wilshire VIT Global Allocation Fund | 509.35M | 16.51 | 15.82 | 7.42 | ||
| Wilshire International Equity Instl | 231.73M | 4.93 | 3.49 | 6.86 | ||
| Wilshire Large Company Growth Instl | 197.74M | 36.31 | 10.06 | 14.79 | ||
| Wilshire Large Company Value Instl | 164.18M | 21.04 | 9.39 | 8.18 | ||
| Wilshire 5000 Index Portfolio Class | 63.06M | 26.72 | 10.18 | 12.59 |
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