tiprankstipranks
Trending News
More News >
WINDX
Wilshire Mutual Fds, Inc. Dow Jones Wilshire 5000 Index Ptf Insti Cl
Advertisement

WINDX Mutual Fund Holdings Information

Holdings Count
2,202
Total Assets
265.80M
Top 10 Percentage
28.81%
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
2,202 Holdings
2,202 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Apple Inc
6.10%
$16.15M
$3.15T
-5.85%
14 Buy
10 Hold
1 Sell
Moderate Buy
Microsoft
5.10%
$13.50M
$3.79T
16.69%
31 Buy
3 Hold
0 Sell
Strong Buy
Nvidia Corporation
4.73%
$12.53M
$4.21T
46.20%
34 Buy
3 Hold
1 Sell
Strong Buy
Amazon.Com, Inc.
3.30%
$8.75M
$2.40T
23.48%
44 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
2.33%
$6.17M
$1.77T
47.71%
41 Buy
4 Hold
0 Sell
Strong Buy
Alphabet Inc. Class A
1.68%
$4.44M
$2.25T
4.17%
29 Buy
9 Hold
0 Sell
Strong Buy
Alphabet Inc. Class C
1.50%
$3.98M
$2.25T
3.65%
12 Buy
1 Hold
0 Sell
Strong Buy
Broadcom Inc.
1.42%
$3.75M
$1.33T
80.07%
28 Buy
2 Hold
0 Sell
Strong Buy
Tesla Motors
1.34%
$3.54M
$1.06T
37.81%
13 Buy
13 Hold
8 Sell
Hold
Eli Lilly And Company
1.30%
$3.45M
$731.38B
-10.00%
16 Buy
2 Hold
1 Sell
Strong Buy
Rows:
10

Sector Breakdown

28.81%Technology14.19%Financial11.45%Healthcare11.28%Consumer Cyclical8.98%Industrials8.82%Communication Services4.82%Consumer Defensive3.83%Energy2.82%Real Estate2.47%Utilities2.22%Basic Materials0.28%General0.02%Consumer Goods<0.01%Services28.81%Technology
Technology
28.81%
Financial
14.19%
Healthcare
11.45%
Consumer Cyclical
11.28%
Industrials
8.98%
Communication Services
8.82%
Consumer Defensive
4.82%
Energy
3.83%
Real Estate
2.82%
Utilities
2.47%
Basic Materials
2.22%
General
0.28%
Consumer Goods
0.02%
Services
<0.01%

Countries Breakdown

99.78%United States0.04%Canada99.78%United States
United States
99.78%
Canada
0.04%

Breakdown By Smart Score

9.36%Outperform1020.88%Outperform913.95%Outperform825.33%Neutral710.02%Neutral67.91%Neutral54.77%Neutral43.54%Underperform32.03%Underperform22.21%Underperform17
The weighted average smart score of the WINDX Mutual Fund is 7
10
9.36%
9
20.88%
8
13.95%
7
25.33%
6
10.02%
5
7.91%
4
4.77%
3
3.54%
2
2.03%
1
2.21%

WINDX Mutual Funds FAQ

What are Mutual Funds WINDX’s top 3 holdings?
WINDX’s top 3 holdings are AAPL, MSFT, NVDA.
    What is Mutual Funds WINDX’s holdings count?
    Mutual Funds WINDX’s is holdings 2,202 different assets.
      What are the total assets of Mutual Funds WINDX?
      Mutual Funds WINDX’s total assets are 265.80M.
        What am I Missing?
        Make informed decisions based on Top Analysts' activity
        Know what industry insiders are buying
        Get actionable alerts from top Wall Street Analysts
        Find out before anyone else which stock is going to shoot up
        Get powerful stock screeners & detailed portfolio analysis
        Advertisement