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
$247M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.4M
3
+$1.19M
4
IBM icon
IBM
IBM
+$1.15M
5
T icon
AT&T
T
+$1.09M

Top Sells

1
+$1.44M
2
+$1.27M
3
+$964K
4
SIVB
SVB Financial Group
SIVB
+$826K
5
INTC icon
Intel
INTC
+$812K

Sector Composition

1 Financials 18.19%
2 Technology 15.78%
3 Industrials 12.4%
4 Healthcare 12.24%
5 Communication Services 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 0.96%
47,797
+6,505
27
$2.3M 0.93%
71,628
+4,600
28
$2.23M 0.9%
32,836
+5,611
29
$2.2M 0.89%
61,065
-22,505
30
$2.1M 0.85%
44,616
+953
31
$2.05M 0.83%
25,895
+3,770
32
$2.05M 0.83%
24,665
+8,580
33
$2.01M 0.81%
37,370
+22,205
34
$1.93M 0.78%
10,285
-3,240
35
$1.91M 0.78%
30,369
+1,798
36
$1.87M 0.76%
31,211
+4,100
37
$1.83M 0.74%
68,557
+3,410
38
$1.82M 0.74%
10,980
+5,420
39
$1.72M 0.7%
18,755
-1,875
40
$1.7M 0.69%
52,217
-9,144
41
$1.64M 0.66%
20,901
-935
42
$1.58M 0.64%
6,665
-2,255
43
$1.5M 0.61%
26,941
-1,965
44
$1.5M 0.61%
36,665
-10,235
45
$1.5M 0.61%
43,000
+10,415
46
$1.47M 0.6%
13,170
+525
47
$1.46M 0.59%
61,930
+4,420
48
$1.43M 0.58%
8,813
+558
49
$1.37M 0.56%
12,518
-355
50
$1.36M 0.55%
20,440
+3,103
1
2
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