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
$210M
AUM Growth
+$1.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$1.57M
3
+$1.56M
4
RIO icon
Rio Tinto
RIO
+$1.02M
5
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$977K

Top Sells

1
+$2.18M
2
+$1.62M
3
+$1.22M
4
ORAN
Orange
ORAN
+$1.2M
5
AEG icon
Aegon
AEG
+$1.04M

Sector Composition

1 Financials 19.95%
2 Technology 12.64%
3 Consumer Discretionary 11.78%
4 Healthcare 11.52%
5 Industrials 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 0.9%
59,336
-50,710
27
$1.87M 0.89%
58,707
-771
28
$1.82M 0.87%
67,789
-8,892
29
$1.81M 0.86%
44,925
+36
30
$1.8M 0.86%
54,150
-4,232
31
$1.8M 0.86%
26,855
+4,592
32
$1.75M 0.84%
11,417
+275
33
$1.65M 0.79%
41,052
+4
34
$1.64M 0.78%
9,582
+2,471
35
$1.63M 0.78%
183,403
+94,090
36
$1.57M 0.75%
+7,085
37
$1.49M 0.71%
224,586
+135,347
38
$1.49M 0.71%
35,041
-998
39
$1.49M 0.71%
45,930
+1,290
40
$1.48M 0.7%
12,594
-1,743
41
$1.42M 0.67%
7,612
-462
42
$1.39M 0.66%
24,721
-1,084
43
$1.38M 0.66%
40,164
-3,040
44
$1.38M 0.66%
17,907
45
$1.37M 0.65%
80,380
+8,303
46
$1.36M 0.65%
23,561
+520
47
$1.34M 0.64%
16,852
+432
48
$1.33M 0.63%
54,324
-4,188
49
$1.31M 0.62%
26,203
+5,128
50
$1.27M 0.61%
41,877
+2
1
2
3 4 5