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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
$253M
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.52M
3
+$1.44M
4
WBK
Westpac Banking Corporation
WBK
+$1.38M
5
DEG
ETABLISSEMENT DELHZ ADS 4 ADS REPTGS 1 ORD SHS
DEG
+$1.35M

Top Sells

1
+$2.57M
2
+$1.76M
3
+$1.67M
4
ABB
ABB Ltd
ABB
+$1.58M
5
SHPG
Shire pic
SHPG
+$1.41M

Sector Composition

1 Technology 14.57%
2 Financials 14.46%
3 Healthcare 12.15%
4 Consumer Discretionary 11.85%
5 Industrials 11.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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-413,352
252
– –
-26,700
253
– –
-17,200
254
– –
-3,150
255
– –
-47,700
256
– –
-50,015
257
– –
-19,938
258
– –
-18,910
259
– –
-12,305
260
– –
-17,293
261
– –
-22,900
262
– –
-106,679
263
– –
-19,028
264
– –
-11,800
265
– –
-3,435
266
– –
-8,214
7 8 9 10
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