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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 82.73 | 82.73 | 0.00 |
Bonds | 8.84 | 12.50 | 3.66 |
Other | 17.57 | 17.57 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.71 | 14.01 |
Price to Book | 1.42 | 1.78 |
Price to Sales | 0.98 | 1.35 |
Price to Cash Flow | 7.21 | 8.42 |
Dividend Yield | 3.21 | 3.17 |
5 Years Earnings Growth | 11.06 | 10.33 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.34 | 18.61 |
Industrials | 17.31 | 16.25 |
Technology | 16.72 | 13.03 |
Consumer Cyclical | 14.78 | 10.46 |
Healthcare | 11.25 | 11.44 |
Consumer Defensive | 6.07 | 9.18 |
Basic Materials | 5.43 | 6.90 |
Energy | 3.21 | 5.12 |
Real Estate | 2.40 | 2.22 |
Utilities | 2.27 | 2.84 |
Communication Services | 2.23 | 5.39 |
Number of long holdings: 1,197
Number of short holdings: 7
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MS_TRS_MSCI EAFE NET TOTAL RETURN USD INDEX | - | 12.66 | - | - | |
GS_TRS_MSCI EMERGING NET TOTAL RETURN USD INDEX | - | 4.78 | - | - | |
Voya VACS Series SC | - | 2.86 | - | - | |
Novo Nordisk B | DK0062498333 | 2.12 | 850.0 | -5.37% | |
Canadian Pacific Kansas City | CA13646K1084 | 1.25 | 85.86 | -1.20% | |
Ferrari NV | NL0011585146 | 1.20 | 470.56 | -0.74% | |
MercadoLibre | US58733R1023 | 1.12 | 2,103.75 | -0.27% | |
Atlassian Corp Plc | US0494681010 | 1.08 | 163.08 | -0.01% | |
BAE Systems | GB0002634946 | 0.99 | 1,270.00 | -1.63% | |
UBS Group | CH0244767585 | 0.99 | 25.46 | -0.74% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire VIT Global Allocation Fund | 496.11M | 10.97 | 2.15 | 5.68 | ||
Wilshire 5000 Index Invmt | 222.24M | 13.13 | 7.81 | 11.62 | ||
Wilshire Large Company Growth Instl | 180.62M | 3.83 | 7.60 | 13.04 | ||
Wilshire Large Company Value Instl | 168.53M | 0.20 | 9.58 | 7.53 | ||
Wilshire 5000 Index Portfolio Class | 57.66M | 13.27 | 8.03 | 11.90 |
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