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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
$253M
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.52M
3
+$1.44M
4
WBK
Westpac Banking Corporation
WBK
+$1.38M
5
DEG
ETABLISSEMENT DELHZ ADS 4 ADS REPTGS 1 ORD SHS
DEG
+$1.35M

Top Sells

1
+$2.57M
2
+$1.76M
3
+$1.67M
4
ABB
ABB Ltd
ABB
+$1.58M
5
SHPG
Shire pic
SHPG
+$1.41M

Sector Composition

1 Technology 14.57%
2 Financials 14.46%
3 Healthcare 12.15%
4 Consumer Discretionary 11.85%
5 Industrials 11.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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229
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231
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-170,845
232
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-12,744
233
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-12,100
234
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-5,300
235
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-28,481
236
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-36,173
237
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-13,202
238
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-36,432
239
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-19,371
240
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-4,483
241
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-8,585
242
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-6,857
243
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-1,725
244
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-18,300
245
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-12,400
246
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247
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-34,167
248
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-14,506
249
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-33,738
250
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-50,600
7 8 9
10
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