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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
$271M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.29M
3
+$1.23M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.21M
5
AMZN icon
Amazon
AMZN
+$1.18M

Top Sells

1
+$1.39M
2
+$934K
3
+$885K
4
RYAAY icon
Ryanair
RYAAY
+$781K
5
AAP icon
Advance Auto Parts
AAP
+$765K

Sector Composition

1 Financials 17.93%
2 Healthcare 13.41%
3 Technology 12.9%
4 Consumer Discretionary 11.79%
5 Industrials 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-4,235
252
– –
-4,925
253
– –
-4,876
254
– –
-25,825
255
– –
-6,243
256
– –
-17,915
257
– –
-11,890
258
– –
-3,808
259
– –
-2,966
260
– –
-7,185
261
– –
-2,116
262
– –
-6,717
7 8 9 10
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