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
$203M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$3.82M
3
+$2.7M
4
TD icon
Toronto Dominion Bank
TD
+$2.39M
5
GIL icon
Gildan
GIL
+$1.82M

Top Sells

1
+$5.14M
2
+$4.77M
3
+$3.12M
4
AGU
Agrium
AGU
+$2.07M
5
BUD icon
AB InBev
BUD
+$1.98M

Sector Composition

1 Financials 21.76%
2 Technology 10.9%
3 Industrials 9.87%
4 Consumer Discretionary 9.7%
5 Energy 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 1.08%
385,095
+6,834
27
$2.18M 1.08%
44,320
+7,845
28
$2.16M 1.07%
38,216
-2,210
29
$2.09M 1.03%
34,697
+108
30
$2.08M 1.03%
76,445
-15,155
31
$1.91M 0.94%
71,224
-10,452
32
$1.78M 0.88%
12,699
+1,939
33
$1.76M 0.87%
313,771
+123,905
34
$1.75M 0.86%
45,654
+3,952
35
$1.74M 0.86%
50,025
+7,374
36
$1.61M 0.79%
46,972
-4,564
37
$1.54M 0.76%
65,520
-4,068
38
$1.53M 0.75%
68,215
+22,360
39
$1.49M 0.73%
13,931
+117
40
$1.46M 0.72%
22,567
-60
41
$1.45M 0.72%
51,689
-473
42
$1.41M 0.69%
25,253
-2,255
43
$1.4M 0.69%
13,745
-125
44
$1.37M 0.68%
+23,657
45
$1.34M 0.66%
15,911
-842
46
$1.34M 0.66%
39,239
+3,449
47
$1.3M 0.64%
22,604
-14,024
48
$1.25M 0.62%
25,062
+1,777
49
$1.24M 0.61%
146,865
+64,795
50
$1.21M 0.6%
16,214
+5,668
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