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
$243M
AUM Growth
-$9.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.13M
3
+$1.12M
4
T icon
AT&T
T
+$1.11M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$1.09M

Top Sells

1
+$1.82M
2
+$1.69M
3
+$1.37M
4
BT
BT Group plc (ADR)
BT
+$1.26M
5
GILD icon
Gilead Sciences
GILD
+$1.11M

Sector Composition

1 Technology 13.97%
2 Financials 13.81%
3 Healthcare 12.95%
4 Industrials 11.83%
5 Consumer Discretionary 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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-8,130
227
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-14,565
228
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-9,760
229
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-21,680
230
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-33,230
231
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-9,440
232
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-2,180
233
– –
-11,460
234
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-5,085
235
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-4,609
236
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-9,443
237
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-9,850
238
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-39,225
239
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-2,365
240
– –
-14,730
241
– –
-5,993
242
– –
-15,790
6 7 8 9
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