WIS

Wright Investors Service Portfolio holdings

AUM $345M
1-Year Est. Return 30.17%
This Quarter Est. Return
1 Year Est. Return
+30.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
-$3.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.53M
3
+$1.48M
4
BHP icon
BHP
BHP
+$1.41M
5
IBM icon
IBM
IBM
+$1.23M

Top Sells

1
+$1.95M
2
+$1.73M
3
+$1.55M
4
DEG
ETABLISSEMENT DELHZ ADS 4 ADS REPTGS 1 ORD SHS
DEG
+$1.15M
5
TTE icon
TotalEnergies
TTE
+$1.1M

Sector Composition

1 Technology 16.07%
2 Financials 14.18%
3 Healthcare 13.02%
4 Industrials 11.81%
5 Consumer Discretionary 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.67M 1.12%
23,160
-1,740
27
$2.5M 1.04%
23,020
-89
28
$2.4M 1%
72,990
-520
29
$2.39M 1%
52,195
-14,590
30
$2.31M 0.96%
58,835
-1,405
31
$2.27M 0.95%
197,005
-1,270
32
$2.25M 0.94%
28,385
+7,080
33
$2.24M 0.93%
14,585
-490
34
$2.23M 0.93%
51,830
-15,145
35
$2.21M 0.92%
21,106
-315
36
$2.16M 0.9%
40,931
-11,135
37
$2.1M 0.88%
16,375
-505
38
$2.08M 0.87%
43,624
-23,041
39
$2.06M 0.86%
46,610
+21,865
40
$1.98M 0.82%
38,035
-19,463
41
$1.88M 0.78%
40,849
-119
42
$1.88M 0.78%
26,516
-145
43
$1.86M 0.77%
22,855
+4,190
44
$1.85M 0.77%
60,484
45
$1.84M 0.77%
57,142
-1,729
46
$1.81M 0.76%
36,710
+13,130
47
$1.79M 0.75%
26,838
-72
48
$1.72M 0.72%
37,917
-425
49
$1.61M 0.67%
20,010
-1,720
50
$1.59M 0.66%
16,365
-2
1
2
3 4 5