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Wilshire Large Company Growth Instl (WLCGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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52.71-0.14 (-0.26%)
At close: 08:01PM EDT

Overall portfolio composition (%)

Cash-6.64%
Stocks80.94%
Bonds7.72%
Others17.99%
Preferred0.00%
Convertible0.00%

Sector weightings (%)

Sector(s)
WLCGX
Basic materials
1.11%
Consumer cyclical
14.10%
Financial services
5.32%
Property
0.12%
Consumer defensive
3.21%
Healthcare
12.70%
Utilities
0.65%
Communication services
14.08%
Energy
0.12%
Industrials
6.13%
Technology
42.46%

Equity holdings

AverageWLCGXCategory average
Price/Earnings0.0334.82
Price/book0.118.34
Price/sales0.194.62
Price/Cash flow0.0423.95
Median market cap433,312.56310,214.47
3-year earnings growth26.1523.61

Bond holdings

AverageWLCGXCategory average
MaturityN/A3.63
Duration4.262.73
Credit qualityN/AN/A

Bond ratings

Sector(s)WLCGX
US government-2.71%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A

Top 8 holdings (40.77% of total assets)

Get quotes for top holdings
NameSymbol% assets
Microsoft CorpMSFT9.69%
NVIDIA CorpNVDA8.89%
Amazon.com IncAMZN6.03%
Apple IncAAPL4.52%
Meta Platforms Inc Class AMETA4.35%
Alphabet Inc Class CGOOG3.42%
Visa Inc Class AV2.01%
Eli Lilly and CoLLY1.85%