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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 | 13.76 |
Price to Book | 1.42 | 1.76 |
Price to Sales | 0.98 | 1.30 |
Price to Cash Flow | 7.21 | 8.09 |
Dividend Yield | 3.21 | 3.20 |
5 Years Earnings Growth | 11.06 | 9.96 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.34 | 18.33 |
Industrials | 17.31 | 16.23 |
Technology | 16.72 | 12.86 |
Consumer Cyclical | 14.78 | 10.80 |
Healthcare | 11.25 | 11.17 |
Consumer Defensive | 6.07 | 9.38 |
Basic Materials | 5.43 | 7.04 |
Energy | 3.21 | 5.25 |
Real Estate | 2.40 | 2.26 |
Utilities | 2.27 | 2.87 |
Communication Services | 2.23 | 5.31 |
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 | 991.0 | +1.15% | |
Canadian Pacific Kansas City | CA13646K1084 | 1.25 | 76.93 | +0.97% | |
Ferrari NV | NL0011585146 | 1.20 | 409.98 | -1.61% | |
MercadoLibre | US58733R1023 | 1.12 | 1,582.14 | +0.10% | |
Atlassian Corp Plc | US0494681010 | 1.08 | 160.09 | +2.61% | |
BAE Systems | GB0002634946 | 0.99 | 1,335.00 | -3.47% | |
UBS Group | CH0244767585 | 0.99 | 26.92 | -1.07% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire VIT Global Allocation Fund | 484.24M | 5.78 | 1.52 | 5.39 | ||
Wilshire 5000 Index Invmt | 211.28M | 9.74 | 7.56 | 11.53 | ||
Wilshire Large Company Growth Instl | 183.29M | 3.83 | 7.60 | 13.04 | ||
Wilshire Large Company Value Instl | 159.4M | 0.20 | 9.58 | 7.53 | ||
Wilshire 5000 Index Portfolio Class | 54.63M | 6.42 | 9.89 | 11.81 |
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