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Wilshire Large Company Growth Portfolio Fund Class Institutional (WLCGX)

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57.95 +0.58    +1.01%
26/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 181.11M
Wilshire Large Company Growth Instl 57.95 +0.58 +1.01%

WLCGX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Wilshire Large Company Growth Instl (WLCGX) fund. Our Wilshire Large Company Growth Instl portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Shares 81.85 81.85 0.00
Bonds 8.51 12.07 3.56
Other 17.17 17.17 0.00

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 28.88 27.77
Price to Book 7.89 6.98
Price to Sales 4.25 4.46
Price to Cash Flow 20.64 18.81
Dividend Yield 0.49 0.72
5 Years Earnings Growth 15.01 15.78

Sector Allocation

Name  Net % Category Average
Technology 42.37 39.89
Healthcare 14.71 12.27
Consumer Cyclical 13.61 13.61
Communication Services 13.25 11.58
Industrials 5.71 7.09
Financial Services 5.38 9.24
Consumer Defensive 3.37 3.62
Basic Materials 1.32 1.75
Energy 0.28 1.59

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 365

Number of short holdings: 6

Name ISIN Weight % Last Change %
MS_TRS_RUSSELL 1000 GROWTH TOTAL RETURN INDEX - 17.16 - -
  Microsoft US5949181045 10.59 427.99 +2.20%
  NVIDIA US67066G1040 5.84 136.92 +0.66%
  Amazon.com US0231351067 5.19 207.86 +3.18%
  Apple US0378331005 4.76 235.06 +0.94%
  Meta Platforms US30303M1027 3.55 573.54 +1.49%
  Alphabet C US02079K1079 3.48 170.62 +0.70%
Voya VACS Series SC - 2.72 - -
  Visa A US92826C8394 2.47 311.82 -0.44%
  UnitedHealth US91324P1021 2.01 606.79 +0.16%

Top Equity Funds by Wilshire Mutual Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wilshire VIT Global Allocation Fund 492.58M 12.84 3.81 6.16
  Wilshire 5000 Index Invmt 234.55M 19.81 9.92 12.26
  Wilshire International Equity Instl 214.94M -0.29 2.29 5.49
  Wilshire Large Company Value Instl 172.26M 0.20 9.58 7.53
  Wilshire 5000 Index Portfolio Class 61.15M 20.01 10.12 12.55
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