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Wesmark Balanced Fund (WMBLX)

US Funds

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14.34 +0.01 +0.07%

13/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 100.06M

Type: Fund

Market: United States

Issuer: WesMark

Asset Class: Equity

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WMBLX Holdings

Comprehensive information about top holdings and Key Holding Information for the WesMark Balanced (WMBLX) fund. Our WesMark Balanced portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	1.43	1.43
Stocks	60.21	60.21
Bonds	38.36	38.36

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.95	18.52
Price to Book	2.95	3.16
Price to Sales	1.45	2.19
Price to Cash Flow	10.41	12.24
Dividend Yield	2.94	1.99
5 Years Earnings Growth	9.06	11.57

Sector Allocation

Name	Net %	Category Average
Healthcare	20.60	13.32
Technology	20.52	23.56
Consumer Defensive	13.63	6.28
Industrials	11.79	10.41
Financial Services	11.15	15.03
Consumer Cyclical	7.91	9.80
Energy	7.05	5.22
Communication Services	2.32	7.29
Utilities	1.98	3.20
Basic Materials	1.62	3.44
Real Estate	1.43	4.40

Region Allocation

North America

Developed Markets

Top Holdings

Number of long holdings: 127

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Apple	US0378331005	5.77	228.22	+1.38%
Chevron	US1667641005	3.32	161.80	+1.94%
AbbVie	US00287Y1091	3.14	169.63	-0.42%
Eli Lilly	US5324571083	3.04	786.23	-3.15%
Cisco	US17275R1023	2.98	57.92	-2.13%
Caterpillar	US1491231015	2.65	387.36	+0.07%
PepsiCo	US7134481081	2.56	165.15	+0.25%
CVS Health Corp	US1266501006	2.40	55.09	+1.51%
Texas Instruments	US8825081040	2.34	206.00	+0.14%
JPMorgan	US46625H1005	2.31	241.87	+0.29%

Top Equity Funds by WesMark

Name	Total Assets	YTD%	3Y%	10Y%
WesMark Growth	355.5M	15.96	4.52	10.10
WesMark Small Company Growth	145.29M	-3.64	3.42	7.67
WesMark WV Municipal Bond	89.89M	-0.46	-1.44	1.56

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WesMark Balanced	14.34	+0.01	+0.07%