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
$265M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1 +$2.13M
2 +$2.02M
3 +$1.65M
4
AMT icon
American Tower
AMT
+$1.36M
5
MSFT icon
Microsoft
MSFT
+$1.31M

Top Sells

1 +$2.65M
2 +$2.46M
3 +$2.21M
4
DHR icon
Danaher
DHR
+$1.18M
5
SCHW icon
Charles Schwab
SCHW
+$1.14M

Sector Composition

1 Financials 18.41%
2 Technology 15.34%
3 Industrials 12.64%
4 Healthcare 11.32%
5 Consumer Discretionary 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-9,230
252
-6,785
253
-2,710
254
-2,975