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
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.71M
3
+$1.47M
4
CS
Credit Suisse Group
CS
+$1.38M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.25M

Top Sells

1
+$5.03M
2
+$2.15M
3
+$1.49M
4
HMC icon
Honda
HMC
+$1.49M
5
RKT
ROCK-TENN COMPANY CL-A
RKT
+$1.06M

Sector Composition

1 Financials 17.52%
2 Technology 13.55%
3 Healthcare 13.4%
4 Consumer Discretionary 13.31%
5 Industrials 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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227
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229
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-3,939
230
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231
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-45,930
232
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-19,532
233
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-6,122
234
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-6,510
235
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-5,123
236
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-224,586
237
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-5,287
6 7 8 9
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