
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 80.95 | 80.95 | 0.00 |
Bonds | 8.84 | 11.80 | 2.96 |
Other | 18.94 | 18.94 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.68 | 16.07 |
Price to Book | 2.08 | 2.50 |
Price to Sales | 1.48 | 1.72 |
Price to Cash Flow | 9.16 | 10.49 |
Dividend Yield | 2.32 | 2.49 |
5 Years Earnings Growth | 10.39 | 9.26 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.05 | 21.44 |
Technology | 16.14 | 13.16 |
Industrials | 13.40 | 11.95 |
Healthcare | 13.15 | 14.59 |
Energy | 6.73 | 7.40 |
Consumer Defensive | 6.52 | 8.20 |
Consumer Cyclical | 6.07 | 7.11 |
Communication Services | 4.53 | 5.89 |
Utilities | 3.93 | 5.23 |
Basic Materials | 3.69 | 3.37 |
Real Estate | 2.79 | 3.38 |
Number of long holdings: 555
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MS_TRS_RUSSELL 1000 VALUE INDEX TOTAL RETURN | - | 18.94 | - | - | |
Voya VACS Series SC | - | 2.72 | - | - | |
Microsoft | US5949181045 | 1.39 | 506.69 | -0.58% | |
F5 Networks | US3156161024 | 1.36 | 313.14 | -1.65% | |
Citigroup | US1729674242 | 1.24 | 96.57 | -0.26% | |
Wells Fargo&Co | US9497461015 | 1.20 | 82.18 | +0.24% | |
Berkshire Hathaway B | US0846707026 | 1.15 | 502.98 | +0.62% | |
Workday | US98138H1014 | 1.08 | 230.82 | +1.02% | |
LM Ericsson B ADR | US2948216088 | 1.05 | 7.87 | -0.51% | |
Bank of America | US0605051046 | 0.97 | 50.74 | +0.50% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire VIT Global Allocation Fund | 504.24M | 9.90 | 10.64 | 6.50 | ||
Wilshire 5000 Index Invmt | 238.83M | 26.45 | 9.95 | 12.30 | ||
Wilshire International Equity Instl | 225.87M | 4.93 | 3.49 | 6.86 | ||
Wilshire Large Company Growth Instl | 188.79M | 36.31 | 10.06 | 14.79 | ||
Wilshire 5000 Index Portfolio Class | 60.94M | 26.72 | 10.18 | 12.59 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review