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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 82.73 | 82.73 | 0.00 |
Bonds | 8.84 | 12.50 | 3.66 |
Other | 17.57 | 17.57 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.71 | 13.87 |
Price to Book | 1.42 | 1.78 |
Price to Sales | 0.98 | 1.36 |
Price to Cash Flow | 7.21 | 8.37 |
Dividend Yield | 3.21 | 3.17 |
5 Years Earnings Growth | 11.06 | 10.32 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.34 | 18.93 |
Industrials | 17.31 | 16.25 |
Technology | 16.72 | 12.82 |
Consumer Cyclical | 14.78 | 10.49 |
Healthcare | 11.25 | 11.43 |
Consumer Defensive | 6.07 | 9.08 |
Basic Materials | 5.43 | 6.89 |
Energy | 3.21 | 4.74 |
Real Estate | 2.40 | 2.23 |
Utilities | 2.27 | 2.92 |
Communication Services | 2.23 | 5.65 |
Number of long holdings: 1,197
Number of short holdings: 7
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MS_TRS_MSCI EAFE NET TOTAL RETURN USD INDEX | - | 12.66 | - | - | |
GS_TRS_MSCI EMERGING NET TOTAL RETURN USD INDEX | - | 4.78 | - | - | |
Voya VACS Series SC | - | 2.86 | - | - | |
Novo Nordisk B | DK0062498333 | 2.12 | 750.9 | +4.03% | |
Canadian Pacific Kansas City | CA13646K1084 | 1.25 | 76.69 | +1.99% | |
Ferrari NV | NL0011585146 | 1.20 | 437.62 | +1.89% | |
MercadoLibre | US58733R1023 | 1.12 | 2,005.00 | +1.87% | |
Atlassian Corp Plc | US0494681010 | 1.08 | 260.58 | +2.60% | |
BAE Systems | GB0002634946 | 0.99 | 1,333.50 | +0.64% | |
UBS Group | CH0244767585 | 0.99 | 28.30 | +0.57% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire VIT Global Allocation Fund | 488.77M | 12.84 | 3.81 | 6.16 | ||
Wilshire 5000 Index Invmt | 232.33M | 19.81 | 9.92 | 12.26 | ||
Wilshire Large Company Growth Instl | 181.3M | 3.83 | 7.60 | 13.04 | ||
Wilshire Large Company Value Instl | 169.55M | 0.20 | 9.58 | 7.53 | ||
Wilshire 5000 Index Portfolio Class | 60.65M | 20.01 | 10.12 | 12.55 |
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