WIS
Wright Investors Service Portfolio holdings
AUM
$331M
This Quarter Return
+0.99%
1 Year Return
+28.2%
3 Year Return
+100.83%
5 Year Return
+189.9%
10 Year Return
+471.52%
AUM
$253M
AUM Growth
+$253M
(-6.8%)
Cap. Flow
-$17.5M
Cap. Flow
% of AUM
-6.94%
Top 10 Holdings %
Top 10 Hldgs %
16.74%
Holding
266
New
27
Increased
116
Reduced
69
Closed
53
Top Buys
| 1 |
TSMC
TSM
|
$1.92M |
| 2 |
Comcast
CMCSA
|
$1.62M |
| 3 |
SAP
SAP
|
$1.49M |
| 4 |
WBK
Westpac Banking Corporation
WBK
|
$1.45M |
| 5 |
DEG
ETABLISSEMENT DELHZ ADS 4 ADS REPTGS 1 ORD SHS
DEG
|
$1.39M |
Top Sells
| 1 |
Mitsubishi UFJ Financial
MUFG
|
$2.57M |
| 2 |
Sumitomo Mitsui Financial
SMFG
|
$1.76M |
| 3 |
ABB
ABB Ltd.
ABB
|
$1.74M |
| 4 |
NTT
Nippon Telegraph & Telephone
NTT
|
$1.71M |
| 5 |
SHPG
Shire pic
SHPG
|
$1.41M |
Sector Composition
| 1 | Technology | 14.63% |
| 2 | Financials | 14.46% |
| 3 | Healthcare | 12.15% |
| 4 | Consumer Discretionary | 11.85% |
| 5 | Industrials | 11.56% |
