We are live on ! Find out more
WIS

Wright Investors Service Portfolio holdings

AUM $318M
1-Year Est. Return 33.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.15M
3
+$1.7M
4
ORAN
Orange
ORAN
+$1.18M
5
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$1.16M

Top Sells

1
+$3.35M
2
+$2.36M
3
+$2.3M
4
BNS icon
Scotiabank
BNS
+$1.89M
5
DAI
DAIMLER AG
DAI
+$1.51M

Sector Composition

1 Financials 22.43%
2 Healthcare 11.07%
3 Industrials 11.06%
4 Consumer Discretionary 10.25%
5 Technology 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-14,830
227
– –
-34,779
228
– –
-21,506
229
– –
-14,279
230
– –
-7,146
231
– –
-63,890
232
– –
-6,790
233
– –
-3,840
234
– –
-10,838
235
– –
-12,699
236
– –
-31,695
237
– –
-61,470
238
– –
-46,070
239
– –
-34,620
240
– –
-13,345
241
– –
-6,495
242
– –
-7,959
243
– –
-26,180
244
– –
-19,355
245
– –
-5,705
6 7 8 9
10