WIS
Wright Investors Service Portfolio holdings
AUM
$331M
1-Year Return
28.2%
This Quarter Return
+6.94%
1 Year Return
+28.2%
3 Year Return
+100.83%
5 Year Return
+189.9%
10 Year Return
+471.52%
AUM
$247M
AUM Growth
+$16.2M
(+7%)
Cap. Flow
+$4.97M
Cap. Flow
% of AUM
2.01%
Top 10 Holdings %
Top 10 Hldgs %
21.61%
Holding
254
New
29
Increased
110
Reduced
85
Closed
28
Top Buys
| 1 |
Huntington Ingalls Industries
HII
|
$1.43M |
| 2 |
RTN
Raytheon Company
RTN
|
$1.4M |
| 3 |
Southwest Airlines
LUV
|
$1.19M |
| 4 |
IBM
IBM
|
$1.15M |
| 5 |
AT&T
T
|
$1.09M |
Top Sells
| 1 |
ABB
ABB Ltd.
ABB
|
$1.44M |
| 2 |
Verizon
VZ
|
$1.27M |
| 3 |
SBNY
Signature Bank
SBNY
|
$964K |
| 4 |
SIVB
SVB Financial Group
SIVB
|
$826K |
| 5 |
Intel
INTC
|
$812K |
Sector Composition
| 1 | Financials | 18.19% |
| 2 | Technology | 15.78% |
| 3 | Industrials | 12.4% |
| 4 | Healthcare | 12.24% |
| 5 | Communication Services | 9.67% |
