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
$231M
AUM Growth
-$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.6M
3
+$1.48M
4
MET icon
MetLife
MET
+$1.33M
5
SIVB
SVB Financial Group
SIVB
+$1.23M

Top Sells

1
+$2.31M
2
+$2.27M
3
+$1.9M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$1.88M
5
BTI icon
British American Tobacco
BTI
+$1.8M

Sector Composition

1 Financials 19.31%
2 Technology 14.77%
3 Industrials 13.69%
4 Healthcare 11.02%
5 Consumer Discretionary 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
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