WIS

Wright Investors Service Portfolio holdings

AUM $333M
1-Year Est. Return 31.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$9.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.31M
3
+$1.29M
4
SJR
Shaw Communications Inc.
SJR
+$1.12M
5
CEO
CNOOC Limited
CEO
+$1.09M

Top Sells

1
+$1.98M
2
+$1.88M
3
+$1.17M
4
INTC icon
Intel
INTC
+$1.15M
5
FMX icon
Fomento Económico Mexicano
FMX
+$1.12M

Sector Composition

1 Financials 21.24%
2 Industrials 12.74%
3 Healthcare 11.7%
4 Consumer Discretionary 10.03%
5 Energy 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-1,040
227
– –
-24,735
228
– –
-5,197
229
– –
-4,730
230
– –
-6,216
6 7 8 9
10