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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 80.74 | 80.74 | 0.00 |
Bonds | 8.87 | 12.12 | 3.25 |
Other | 19.80 | 19.80 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.95 | 13.83 |
Price to Book | 1.48 | 1.80 |
Price to Sales | 1.12 | 1.42 |
Price to Cash Flow | 7.65 | 8.55 |
Dividend Yield | 3.52 | 3.18 |
5 Years Earnings Growth | 13.39 | 10.62 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.66 | 19.71 |
Industrials | 17.39 | 16.28 |
Technology | 14.24 | 12.90 |
Consumer Cyclical | 14.13 | 10.37 |
Healthcare | 11.43 | 11.27 |
Consumer Defensive | 5.51 | 8.76 |
Basic Materials | 5.35 | 6.78 |
Communication Services | 3.39 | 6.04 |
Real Estate | 3.23 | 2.27 |
Energy | 2.71 | 4.39 |
Utilities | 1.95 | 2.87 |
Number of long holdings: 1,209
Number of short holdings: 8
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MS_TRS_MSCI EAFE NET TOTAL RETURN USD INDEX | - | 13.48 | - | - | |
GS_TRS_MSCI EMERGING NET TOTAL RETURN USD INDEX | - | 5.61 | - | - | |
Voya VACS Series SC | - | 2.70 | - | - | |
Taiwan Semicon | TW0002330008 | 2.28 | 1,135.00 | +1.34% | |
Novo Nordisk B | DK0062498333 | 1.77 | 607.3 | +0.60% | |
UBS Group | CH0244767585 | 0.97 | 32.34 | -0.15% | |
Ferrari NV | NL0011585146 | 0.97 | 428.52 | -0.79% | |
AstraZeneca | GB0009895292 | 0.96 | 11,344.0 | +0.27% | |
Safran | FR0000073272 | 0.92 | 239.90 | +0.63% | |
Sea | US81141R1005 | 0.87 | 121.79 | -1.29% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire VIT Global Allocation Fund | 486.51M | 10.97 | 2.02 | 5.90 | ||
Wilshire 5000 Index Invmt | 231.98M | 26.45 | 9.95 | 12.30 | ||
Wilshire Large Company Growth Instl | 176.7M | 36.31 | 10.06 | 14.79 | ||
Wilshire Large Company Value Instl | 163.45M | 21.04 | 9.39 | 8.18 | ||
Wilshire 5000 Index Portfolio Class | 59.09M | 26.72 | 10.18 | 12.59 |
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