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
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.68M
3
+$1.47M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.26M
5
CS
Credit Suisse Group
CS
+$1.21M

Top Sells

1
+$5.03M
2
+$1.91M
3
+$1.49M
4
HMC icon
Honda
HMC
+$1.49M
5
RKT
ROCK-TENN COMPANY CL-A
RKT
+$1.06M

Sector Composition

1 Financials 17.52%
2 Technology 13.62%
3 Healthcare 13.4%
4 Consumer Discretionary 13.31%
5 Industrials 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 0.97%
87,297
+19,508
27
$1.91M 0.86%
31,244
+411
28
$1.84M 0.83%
57,926
-1,410
29
$1.8M 0.81%
21,822
-614
30
$1.79M 0.81%
8,732
-215
31
$1.76M 0.8%
230,573
+47,170
32
$1.76M 0.8%
37,045
-1,230
33
$1.75M 0.79%
40,179
+14,073
34
$1.71M 0.77%
11,868
+2,286
35
$1.7M 0.77%
57,049
-1,658
36
$1.62M 0.73%
16,802
+7,531
37
$1.6M 0.73%
13,824
+7,603
38
$1.6M 0.72%
31,132
+6,411
39
$1.58M 0.71%
12,058
+8,495
40
$1.57M 0.71%
55,152
+17,562
41
$1.57M 0.71%
27,600
-7,060
42
$1.54M 0.7%
49,560
+40,580
43
$1.54M 0.7%
51,076
+9,199
44
$1.51M 0.68%
28,655
+5,094
45
$1.44M 0.65%
53,222
+12,170
46
$1.42M 0.64%
10,322
+4,740
47
$1.42M 0.64%
44,480
+27,240
48
$1.42M 0.64%
10,272
+2,688
49
$1.39M 0.63%
57,036
+2,712
50
$1.39M 0.63%
17,915
+8
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