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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.230 | 1.230 | 0.000 |
Shares | 98.770 | 98.770 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.866 | 20.923 |
Price to Book | 4.039 | 3.989 |
Price to Sales | 2.670 | 2.674 |
Price to Cash Flow | 15.231 | 14.024 |
Dividend Yield | 1.373 | 1.535 |
5 Years Earnings Growth | 10.803 | 10.544 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.750 | 29.028 |
Financial Services | 13.780 | 14.905 |
Consumer Cyclical | 10.900 | 10.291 |
Healthcare | 10.830 | 11.647 |
Industrials | 8.900 | 9.859 |
Communication Services | 8.410 | 8.738 |
Consumer Defensive | 5.430 | 6.120 |
Energy | 3.590 | 3.662 |
Real Estate | 2.740 | 2.233 |
Utilities | 2.490 | 2.622 |
Basic Materials | 2.190 | 2.366 |
Number of long holdings: 2,211
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.18 | 229.35 | +4.24% | |
NVIDIA | US67066G1040 | 5.61 | 182.70 | +1.07% | |
Microsoft | US5949181045 | 5.23 | 522.04 | +0.23% | |
Amazon.com | US0231351067 | 3.24 | 222.69 | -0.20% | |
Meta Platforms | US30303M1027 | 2.13 | 769.30 | +0.98% | |
Alphabet A | US02079K3059 | 1.68 | 201.42 | +2.49% | |
Tesla | US88160R1014 | 1.62 | 329.65 | +2.29% | |
Alphabet C | US02079K1079 | 1.52 | 202.09 | +2.44% | |
Broadcom | US11135F1012 | 1.26 | 304.97 | +0.40% | |
JPMorgan | US46625H1005 | 1.20 | 288.76 | +0.63% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire VIT Global Allocation Fund | 500.23M | 9.90 | 10.64 | 6.50 | ||
Wilshire 5000 Index Invmt | 234.52M | 26.45 | 9.95 | 12.30 | ||
Wilshire International Equity Instl | 226.35M | 4.93 | 3.49 | 6.86 | ||
Wilshire Large Company Growth Instl | 200.15M | 36.31 | 10.06 | 14.79 | ||
Wilshire Large Company Value Instl | 161.36M | 21.04 | 9.39 | 8.18 |
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