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
$221M
AUM Growth
-$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.55M
3
+$1.42M
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$1.31M
5
BBVA icon
Banco Bilbao Vizcaya Argentaria
BBVA
+$1.14M

Top Sells

1
+$5.9M
2
+$2.34M
3
+$2.15M
4
SNY icon
Sanofi
SNY
+$1.56M
5
ALU
Alcatel-Lucent
ALU
+$1.29M

Sector Composition

1 Financials 20.29%
2 Industrials 12.7%
3 Healthcare 11.61%
4 Consumer Discretionary 8.96%
5 Energy 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 0.94%
22,615
-475
27
$2.01M 0.91%
30,940
-715
28
$2.01M 0.91%
81,676
-8,764
29
$1.99M 0.9%
34,589
-7,158
30
$1.98M 0.9%
36,475
+16,830
31
$1.9M 0.86%
51,536
+38,384
32
$1.78M 0.81%
69,588
+2,984
33
$1.72M 0.78%
25,647
-27
34
$1.69M 0.76%
41,702
-778
35
$1.64M 0.74%
13,870
+3,898
36
$1.61M 0.73%
22,627
+1,072
37
$1.6M 0.72%
72,570
-1,570
38
$1.49M 0.67%
21,810
+7,520
39
$1.47M 0.66%
52,162
+1,243
40
$1.45M 0.65%
13,814
+2,790
41
$1.4M 0.63%
27,508
-30
42
$1.36M 0.61%
16,753
-10,117
43
$1.34M 0.61%
11,337
-267
44
$1.33M 0.6%
13,845
45
$1.32M 0.6%
42,651
-37
46
$1.28M 0.58%
17,968
-35
47
$1.27M 0.58%
10,760
+506
48
$1.26M 0.57%
21,554
+5,207
49
$1.25M 0.57%
10,005
+405
50
$1.22M 0.55%
11,749
+1,300
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