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
$271M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.29M
3
+$1.27M
4
AMZN icon
Amazon
AMZN
+$1.27M
5
AIG icon
American International
AIG
+$1.25M

Top Sells

1
+$1.39M
2
+$902K
3
+$896K
4
RYAAY icon
Ryanair
RYAAY
+$828K
5
AAP icon
Advance Auto Parts
AAP
+$765K

Sector Composition

1 Financials 17.93%
2 Healthcare 13.41%
3 Technology 12.9%
4 Consumer Discretionary 11.79%
5 Industrials 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.4M 0.89%
41,265
+17,325
27
$2.4M 0.89%
20,408
+6,584
28
$2.26M 0.83%
86,885
-412
29
$2.23M 0.82%
64,735
+13,659
30
$2.15M 0.79%
33,009
-294
31
$2.1M 0.78%
45,532
+5,353
32
$2.06M 0.76%
31,339
+22,570
33
$2.02M 0.75%
37,170
+6,038
34
$2M 0.74%
12,512
+644
35
$1.94M 0.72%
57,166
-760
36
$1.92M 0.71%
18,524
+4,248
37
$1.89M 0.7%
51,788
-14,773
38
$1.87M 0.69%
12,547
+7,445
39
$1.8M 0.66%
12,421
+363
40
$1.76M 0.65%
41,036
+13,480
41
$1.76M 0.65%
231,328
+755
42
$1.74M 0.64%
52,818
-404
43
$1.68M 0.62%
36,575
-470
44
$1.66M 0.61%
10,837
+515
45
$1.64M 0.61%
21,270
-552
46
$1.61M 0.6%
28,865
+1,265
47
$1.59M 0.59%
30,736
+20,965
48
$1.58M 0.58%
11,495
+1,223
49
$1.55M 0.57%
44,800
+320
50
$1.53M 0.57%
14,930
+4,414
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