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WINDX
Wilshire Mutual Fds, Inc. Dow Jones Wilshire 5000 Index Ptf Insti Cl
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WINDX Mutual Fund Holdings Information

Holdings Count
2,170
Total Assets
289.86M
Top 10 Percentage
31.61%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
2,170 Holdings
2,170 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Nvidia Corporation
6.15%
$17.82M
$4.50T
42.56%
36 Buy
2 Hold
1 Sell
Strong Buy
Microsoft
6.06%
$17.54M
$3.89T
25.72%
33 Buy
1 Hold
0 Sell
Strong Buy
Apple Inc
5.12%
$14.82M
$3.81T
12.42%
19 Buy
13 Hold
3 Sell
Moderate Buy
Amazon.Com, Inc.
3.46%
$10.01M
$2.37T
21.63%
43 Buy
0 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
2.68%
$7.77M
$1.79T
21.56%
40 Buy
6 Hold
0 Sell
Strong Buy
Broadcom Inc.
2.10%
$6.10M
$1.59T
85.80%
26 Buy
2 Hold
0 Sell
Strong Buy
Alphabet Inc. Class A
1.70%
$4.94M
$2.98T
51.13%
29 Buy
8 Hold
0 Sell
Strong Buy
Alphabet Inc. Class C
1.51%
$4.36M
$3.03T
49.14%
13 Buy
1 Hold
0 Sell
Strong Buy
Tesla Motors
1.48%
$4.28M
$1.44T
81.99%
14 Buy
13 Hold
9 Sell
Hold
JPMorgan Chase & Co.
1.34%
$3.89M
$846.07B
42.46%
13 Buy
6 Hold
0 Sell
Moderate Buy
Rows:
10

Sector Breakdown

32.27%Technology13.69%Financial10.65%Consumer Cyclical9.77%Healthcare9.47%Communication Services8.97%Industrials5.32%Consumer Defensive3.04%Energy2.53%Real Estate2.32%Utilities1.93%Basic Materials0.03%General<0.01%Services32.27%Technology
Technology
32.27%
Financial
13.69%
Consumer Cyclical
10.65%
Healthcare
9.77%
Communication Services
9.47%
Industrials
8.97%
Consumer Defensive
5.32%
Energy
3.04%
Real Estate
2.53%
Utilities
2.32%
Basic Materials
1.93%
General
0.03%
Services
<0.01%

Countries Breakdown

99.70%United States0.04%Canada99.70%United States
United States
99.70%
Canada
0.04%

Breakdown By Smart Score

18.71%Outperform1014.57%Outperform919.00%Outperform812.69%Neutral716.09%Neutral68.63%Neutral55.36%Neutral42.24%Underperform32.07%Underperform20.64%Underperform17
The weighted average smart score of the WINDX Mutual Fund is 7
10
18.71%
9
14.57%
8
19.00%
7
12.69%
6
16.09%
5
8.63%
4
5.36%
3
2.24%
2
2.07%
1
0.64%

WINDX Mutual Funds FAQ

What are Mutual Funds WINDX’s top 3 holdings?
WINDX’s top 3 holdings are NVDA, MSFT, AAPL.
    What is Mutual Funds WINDX’s holdings count?
    Mutual Funds WINDX’s is holdings 2,170 different assets.
      What are the total assets of Mutual Funds WINDX?
      Mutual Funds WINDX’s total assets are 289.86M.
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