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
$265M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$2.02M
3
+$1.65M
4
AMT icon
American Tower
AMT
+$1.36M
5
MSFT icon
Microsoft
MSFT
+$1.31M

Top Sells

1
+$2.65M
2
+$2.46M
3
+$2.21M
4
DHR icon
Danaher
DHR
+$1.18M
5
SCHW icon
Charles Schwab
SCHW
+$1.14M

Sector Composition

1 Financials 18.41%
2 Technology 15.34%
3 Industrials 12.64%
4 Healthcare 11.32%
5 Consumer Discretionary 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.65M 1%
54,086
+9,470
27
$2.63M 0.99%
37,146
+4,310
28
$2.62M 0.99%
13,908
+2,928
29
$2.61M 0.98%
40,064
+9,695
30
$2.57M 0.97%
22,280
+9,110
31
$2.44M 0.92%
72,410
+11,345
32
$2.42M 0.91%
36,146
+4,935
33
$2.37M 0.9%
48,962
+1,165
34
$2.31M 0.87%
15,727
-15,031
35
$2.21M 0.84%
11,170
+885
36
$2.2M 0.83%
26,145
+250
37
$2.1M 0.79%
65,893
+13,676
38
$2.09M 0.79%
10,788
+1,975
39
$2.05M 0.77%
27,468
-9,290
40
$2.04M 0.77%
7,945
+1,280
41
$2.02M 0.76%
558,400
+63,800
42
$1.95M 0.74%
17,520
-1,235
43
$1.85M 0.7%
15,240
+8,475
44
$1.75M 0.66%
13,988
+3,325
45
$1.7M 0.64%
69,870
+7,940
46
$1.57M 0.59%
17,775
+13,595
47
$1.56M 0.59%
43,465
+465
48
$1.53M 0.58%
28,046
+1,105
49
$1.42M 0.54%
27,850
+3,940
50
$1.36M 0.51%
+10,245
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