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
$227M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.2M
3
+$1.69M
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$1.22M
5
GSK icon
GSK
GSK
+$1.19M

Top Sells

1
+$3.35M
2
+$2.45M
3
+$2.3M
4
BNS icon
Scotiabank
BNS
+$1.89M
5
DAI
DAIMLER AG
DAI
+$1.51M

Sector Composition

1 Financials 22.98%
2 Healthcare 11.07%
3 Industrials 11.06%
4 Consumer Discretionary 10.25%
5 Technology 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.18M 0.96%
82,092
+5,693
27
$2.04M 0.9%
28,365
-380
28
$1.99M 0.88%
374,725
+90,600
29
$1.96M 0.87%
98,000
+8,876
30
$1.91M 0.84%
20,905
-245
31
$1.83M 0.81%
8,733
-520
32
$1.77M 0.78%
44,122
-687
33
$1.73M 0.76%
45,141
-53
34
$1.7M 0.75%
63,915
-855
35
$1.7M 0.75%
31,620
-45,655
36
$1.55M 0.68%
24,562
-1,459
37
$1.54M 0.68%
87,760
+33,168
38
$1.53M 0.68%
348,690
+124,601
39
$1.52M 0.67%
52,230
-1,812
40
$1.43M 0.63%
66,660
-1,040
41
$1.39M 0.61%
179,130
-150,700
42
$1.38M 0.61%
23,986
-1,289
43
$1.38M 0.61%
27,710
+3,971
44
$1.3M 0.57%
15,819
-859
45
$1.25M 0.55%
44,767
+12,165
46
$1.24M 0.55%
64,345
+32,255
47
$1.23M 0.54%
18,864
-5,395
48
$1.23M 0.54%
10,747
+285
49
$1.19M 0.53%
24,282
-2,614
50
$1.19M 0.52%
+17,764
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