WIS

Wright Investors Service Portfolio holdings

AUM $331M
1-Year Est. Return 28.2%
This Quarter Est. Return
1 Year Est. Return
+28.2%
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
+$1.99M
2
+$1.68M
3
+$1.47M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.26M
5
CS
Credit Suisse Group
CS
+$1.21M

Top Sells

1
+$5.03M
2
+$1.91M
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 13.62%
3 Healthcare 13.4%
4 Consumer Discretionary 13.31%
5 Industrials 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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227
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228
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229
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-22,714
230
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-1,723
231
– –
-9,037
232
– –
-2,265
233
– –
-2,780
234
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-82,337
235
– –
-2,380
236
– –
-17,564
237
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-4,941
6 7 8 9
10