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
$231M
AUM Growth
-$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.6M
3
+$1.48M
4
MET icon
MetLife
MET
+$1.33M
5
SIVB
SVB Financial Group
SIVB
+$1.23M

Top Sells

1
+$2.31M
2
+$2.27M
3
+$1.9M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$1.88M
5
BTI icon
British American Tobacco
BTI
+$1.8M

Sector Composition

1 Financials 19.31%
2 Technology 14.77%
3 Industrials 13.69%
4 Healthcare 11.02%
5 Consumer Discretionary 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 0.87%
67,028
+6,544
27
$1.96M 0.85%
28,918
-28,036
28
$1.95M 0.84%
27,225
-1,160
29
$1.91M 0.83%
53,010
+6,400
30
$1.9M 0.82%
41,292
+3,375
31
$1.89M 0.82%
61,361
+4,219
32
$1.85M 0.8%
46,900
+18,715
33
$1.82M 0.79%
15,830
-545
34
$1.82M 0.79%
+81,130
35
$1.75M 0.76%
20,630
-2,225
36
$1.72M 0.75%
21,836
+5,960
37
$1.68M 0.73%
28,906
-12,025
38
$1.64M 0.71%
22,125
+4,785
39
$1.61M 0.7%
27,111
+13,790
40
$1.61M 0.7%
48,283
-49,427
41
$1.6M 0.7%
17,546
+1,181
42
$1.6M 0.69%
28,571
+255
43
$1.55M 0.67%
10,920
+6,500
44
$1.53M 0.66%
65,147
-55,617
45
$1.46M 0.63%
94,025
-109,250
46
$1.45M 0.63%
12,365
-14,775
47
$1.44M 0.62%
68,110
-75,660
48
$1.42M 0.62%
9,480
+5,740
49
$1.38M 0.6%
12,501
-14,000
50
$1.38M 0.6%
25,020
-4,040
1
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