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
$204M
AUM Growth
+$1.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.54M
3
+$1.29M
4
RYAAY icon
Ryanair
RYAAY
+$1.28M
5
EAT icon
Brinker International
EAT
+$1.25M

Top Sells

1
+$3.6M
2
+$3.54M
3
+$2.7M
4
BBL
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
+$2.5M
5
OUBS
USB AG (NEW)
OUBS
+$2.38M

Sector Composition

1 Financials 19.76%
2 Technology 12.01%
3 Consumer Discretionary 11.92%
4 Healthcare 11.11%
5 Industrials 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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239
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6 7 8 9
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