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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 81.85 | 81.85 | 0.00 |
Bonds | 8.51 | 12.07 | 3.56 |
Other | 17.17 | 17.17 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 28.88 | 28.10 |
Price to Book | 7.89 | 6.67 |
Price to Sales | 4.25 | 4.19 |
Price to Cash Flow | 20.64 | 18.62 |
Dividend Yield | 0.49 | 0.71 |
5 Years Earnings Growth | 15.01 | 14.91 |
Name | Net % | Category Average |
---|---|---|
Technology | 42.37 | 38.72 |
Healthcare | 14.71 | 12.82 |
Consumer Cyclical | 13.61 | 14.13 |
Communication Services | 13.25 | 11.12 |
Industrials | 5.71 | 7.23 |
Financial Services | 5.38 | 9.28 |
Consumer Defensive | 3.37 | 3.79 |
Basic Materials | 1.32 | 1.90 |
Energy | 0.28 | 1.83 |
Number of long holdings: 365
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MS_TRS_RUSSELL 1000 GROWTH TOTAL RETURN INDEX | - | 17.16 | - | - | |
Microsoft | US5949181045 | 10.59 | 430.52 | +0.35% | |
NVIDIA | US67066G1040 | 5.84 | 949.50 | -0.46% | |
Amazon.com | US0231351067 | 5.19 | 183.13 | -0.01% | |
Apple | US0378331005 | 4.76 | 190.90 | -0.75% | |
Meta Platforms | US30303M1027 | 3.55 | 467.78 | +0.68% | |
Alphabet C | US02079K1079 | 3.48 | 178.00 | -0.86% | |
Voya VACS Series SC | - | 2.72 | - | - | |
Visa A | US92826C8394 | 2.47 | 275.58 | -0.13% | |
UnitedHealth | US91324P1021 | 2.01 | 521.35 | -0.42% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire VIT Global Allocation Fund | 487.35M | 2.33 | 0.86 | 5.20 | ||
Wilshire International Equity Instl | 229.43M | -0.29 | 2.29 | 5.49 | ||
Wilshire 5000 Index Invmt | 207.98M | 6.35 | 9.65 | 11.52 | ||
Wilshire Large Company Value Instl | 167.22M | 0.20 | 9.58 | 7.53 | ||
Wilshire 5000 Index Portfolio Class | 53.75M | 6.42 | 9.89 | 11.81 |
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