WIS

Wright Investors Service Portfolio holdings

AUM $345M
1-Year Est. Return 30.17%
This Quarter Est. Return
1 Year Est. Return
+30.17%
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
+$2.76M
2
+$2.2M
3
+$1.69M
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$1.22M
5
GSK icon
GSK
GSK
+$1.19M

Top Sells

1
+$3.35M
2
+$2.45M
3
+$2.3M
4
BNS icon
Scotiabank
BNS
+$1.89M
5
DAI
DAIMLER AG
DAI
+$1.51M

Sector Composition

1 Financials 22.98%
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
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6 7 8 9
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