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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 82.76 | 82.76 | 0.00 |
Bonds | 9.78 | 12.71 | 2.93 |
Other | 17.11 | 17.11 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.30 | 15.14 |
Price to Book | 2.02 | 2.39 |
Price to Sales | 1.36 | 1.61 |
Price to Cash Flow | 8.67 | 10.07 |
Dividend Yield | 2.19 | 2.64 |
5 Years Earnings Growth | 11.51 | 9.60 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.55 | 20.54 |
Technology | 17.95 | 12.39 |
Industrials | 14.53 | 11.90 |
Healthcare | 12.53 | 15.21 |
Energy | 7.62 | 8.57 |
Consumer Cyclical | 6.49 | 6.43 |
Communication Services | 5.05 | 5.44 |
Consumer Defensive | 4.44 | 8.53 |
Basic Materials | 3.90 | 3.91 |
Real Estate | 2.33 | 3.56 |
Utilities | 1.61 | 5.08 |
Number of long holdings: 548
Number of short holdings: 7
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MS_TRS_RUSSELL 1000 VALUE INDEX TOTAL RETURN | - | 17.11 | - | - | |
Voya VACS Series SC | - | 2.69 | - | - | |
Microsoft | US5949181045 | 1.60 | 449.78 | +0.92% | |
Wells Fargo&Co | US9497461015 | 1.36 | 58.10 | -1.46% | |
Citigroup | US1729674242 | 1.29 | 59.99 | -1.04% | |
Elevance Health | US0367521038 | 1.24 | 534.42 | -0.07% | |
Berkshire Hathaway B | US0846707026 | 1.04 | 409.62 | +0.11% | |
APA Corp | US03743Q1085 | 1.02 | 28.09 | -0.74% | |
Alphabet A | US02079K3059 | 0.98 | 179.63 | +1.89% | |
F5 Networks | US3156161024 | 0.97 | 169.60 | -0.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire VIT Global Allocation Fund | 486.49M | 5.78 | 1.52 | 5.39 | ||
Wilshire International Equity Instl | 221.8M | -0.29 | 2.29 | 5.49 | ||
Wilshire 5000 Index Invmt | 212.54M | 9.74 | 7.56 | 11.53 | ||
Wilshire Large Company Growth Instl | 183.35M | 3.83 | 7.60 | 13.04 | ||
Wilshire 5000 Index Portfolio Class | 54.9M | 6.42 | 9.89 | 11.81 |
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