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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.230 | 1.230 | 0.000 |
Shares | 98.770 | 98.770 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.866 | 20.405 |
Price to Book | 4.039 | 3.984 |
Price to Sales | 2.670 | 2.629 |
Price to Cash Flow | 15.231 | 14.440 |
Dividend Yield | 1.373 | 1.527 |
5 Years Earnings Growth | 10.803 | 11.321 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.750 | 28.579 |
Financial Services | 13.780 | 14.461 |
Consumer Cyclical | 10.900 | 10.449 |
Healthcare | 10.830 | 12.413 |
Industrials | 8.900 | 9.694 |
Communication Services | 8.410 | 8.351 |
Consumer Defensive | 5.430 | 6.119 |
Energy | 3.590 | 3.846 |
Real Estate | 2.740 | 2.298 |
Utilities | 2.490 | 2.798 |
Basic Materials | 2.190 | 2.422 |
Number of long holdings: 2,211
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.18 | 239.36 | +0.46% | |
NVIDIA | US67066G1040 | 5.61 | 123.70 | -4.03% | |
Microsoft | US5949181045 | 5.23 | 442.33 | -1.09% | |
Amazon.com | US0231351067 | 3.24 | 237.07 | -0.45% | |
Meta Platforms | US30303M1027 | 2.13 | 676.49 | +0.32% | |
Alphabet A | US02079K3059 | 1.68 | 195.41 | +0.06% | |
Tesla | US88160R1014 | 1.62 | 389.10 | -2.26% | |
Alphabet C | US02079K1079 | 1.52 | 197.18 | +0.06% | |
Broadcom | US11135F1012 | 1.26 | 206.35 | -0.49% | |
JPMorgan | US46625H1005 | 1.20 | 266.58 | -0.21% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire VIT Global Allocation Fund | 485.5M | 10.97 | 2.02 | 5.90 | ||
Wilshire 5000 Index Invmt | 232.97M | 26.45 | 9.95 | 12.30 | ||
Wilshire International Equity Instl | 213.92M | 9.63 | 3.00 | 6.24 | ||
Wilshire Large Company Growth Instl | 173.82M | 36.31 | 10.06 | 14.79 | ||
Wilshire Large Company Value Instl | 164.57M | 21.04 | 9.39 | 8.18 |
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