
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 79.66 | 79.66 | 0.00 |
Bonds | 8.13 | 10.95 | 2.82 |
Other | 19.36 | 19.36 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 28.24 | 28.54 |
Price to Book | 9.23 | 7.42 |
Price to Sales | 5.42 | 4.87 |
Price to Cash Flow | 19.70 | 19.40 |
Dividend Yield | 0.57 | 0.68 |
5 Years Earnings Growth | 18.98 | 13.82 |
Name | Net % | Category Average |
---|---|---|
Technology | 43.87 | 40.02 |
Communication Services | 14.99 | 12.73 |
Consumer Cyclical | 13.72 | 14.68 |
Healthcare | 10.06 | 10.61 |
Industrials | 6.77 | 6.92 |
Financial Services | 5.56 | 9.50 |
Consumer Defensive | 2.44 | 3.34 |
Utilities | 0.98 | 1.19 |
Real Estate | 0.65 | 1.38 |
Basic Materials | 0.58 | 1.63 |
Energy | 0.37 | 1.34 |
Number of long holdings: 366
Number of short holdings: 7
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MS_TRS_RUSSELL 1000 GROWTH TOTAL RETURN INDEX | - | 19.36 | - | - | |
NVIDIA | US67066G1040 | 9.37 | 117.52 | +1.81% | |
Microsoft | US5949181045 | 8.42 | 387.82 | +1.12% | |
Amazon.com | US0231351067 | 5.74 | 195.54 | +1.41% | |
Apple | US0378331005 | 5.14 | 215.24 | +1.20% | |
Meta Platforms | US30303M1027 | 5.03 | 584.06 | +0.29% | |
Alphabet C | US02079K1079 | 2.69 | 166.28 | +2.22% | |
Voya VACS Series SC | - | 2.35 | - | - | |
Netflix | US64110L1061 | 2.23 | 959.49 | +3.17% | |
Broadcom | US11135F1012 | 2.06 | 195.57 | +3.66% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire VIT Global Allocation Fund | 474.46M | 2.73 | 4.41 | 6.28 | ||
Wilshire 5000 Index Invmt | 215.2M | 26.45 | 9.95 | 12.30 | ||
Wilshire International Equity Instl | 223.24M | 4.93 | 3.49 | 6.86 | ||
Wilshire Large Company Value Instl | 160.13M | 21.04 | 9.39 | 8.18 | ||
Wilshire 5000 Index Portfolio Class | 54.15M | 26.72 | 10.18 | 12.59 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review