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
$299M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1 +$1.68M
2 +$1.59M
3 +$1.53M
4
CNC icon
Centene
CNC
+$1.26M
5
ALL icon
Allstate
ALL
+$1.25M

Top Sells

1 +$1.73M
2 +$1.66M
3 +$1.24M
4
OI icon
O-I Glass
OI
+$1.02M
5
HII icon
Huntington Ingalls Industries
HII
+$889K

Sector Composition

1 Financials 20.06%
2 Technology 16.58%
3 Industrials 11.97%
4 Healthcare 11.62%
5 Consumer Discretionary 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-37,371
227
-8,667
228
-4,530
229
-6,596
230
-5,427
231
-15,185
232
-5,590
233
-24,119