WIS

Wright Investors Service Portfolio holdings

AUM $333M
1-Year Est. Return 31.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$1.38M
3
+$1.19M
4
IBM icon
IBM
IBM
+$1.16M
5
T icon
AT&T
T
+$1.09M

Top Sells

1
+$1.44M
2
+$1.3M
3
+$1.01M
4
INTC icon
Intel
INTC
+$814K
5
SIVB
SVB Financial Group
SIVB
+$807K

Sector Composition

1 Financials 18.19%
2 Technology 15.78%
3 Industrials 12.4%
4 Healthcare 12.24%
5 Communication Services 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-9,596
252
– –
-16,225
253
– –
-3,275
254
– –
-8,280
7 8 9 10
11