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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.65 | 1.67 | 0.02 |
Stocks | 98.35 | 98.35 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.04 | 20.24 |
Price to Book | 3.68 | 3.78 |
Price to Sales | 2.38 | 2.45 |
Price to Cash Flow | 13.66 | 13.80 |
Dividend Yield | 1.49 | 1.60 |
5 Years Earnings Growth | 11.72 | 11.75 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.05 | 27.53 |
Financial Services | 12.53 | 14.11 |
Healthcare | 12.01 | 13.54 |
Consumer Cyclical | 10.14 | 10.02 |
Industrials | 9.23 | 9.79 |
Communication Services | 8.66 | 8.23 |
Consumer Defensive | 5.71 | 6.37 |
Energy | 4.03 | 4.29 |
Real Estate | 2.74 | 2.37 |
Utilities | 2.46 | 2.57 |
Basic Materials | 2.44 | 2.65 |
Number of long holdings: 2,247
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.88 | 416.06 | -0.12% | |
Apple | US0378331005 | 5.74 | 226.80 | +0.50% | |
NVIDIA | US67066G1040 | 5.10 | 124.92 | +1.68% | |
Amazon.com | US0231351067 | 3.15 | 186.51 | +2.50% | |
Meta Platforms | US30303M1027 | 1.98 | 595.94 | +2.26% | |
Alphabet A | US02079K3059 | 1.96 | 167.06 | +0.72% | |
Alphabet C | US02079K1079 | 1.77 | 168.56 | +0.81% | |
Eli Lilly | US5324571083 | 1.35 | 887.16 | +0.18% | |
Broadcom | US11135F1012 | 1.18 | 176.64 | +2.76% | |
JPMorgan | US46625H1005 | 1.12 | 211.22 | +3.55% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire VIT Global Allocation Fund | 493.17M | 10.97 | 2.15 | 5.68 | ||
Wilshire International Equity Instl | 227.05M | -0.29 | 2.29 | 5.49 | ||
Wilshire Large Company Growth Instl | 179.79M | 3.83 | 7.60 | 13.04 | ||
Wilshire Large Company Value Instl | 166.7M | 0.20 | 9.58 | 7.53 | ||
Wilshire 5000 Index Portfolio Class | 57.84M | 13.27 | 8.03 | 11.90 |
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