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
$275M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.75M
3
+$1.01M
4
CC icon
Chemours
CC
+$926K
5
AFL icon
Aflac
AFL
+$877K

Top Sells

1
+$2.61M
2
+$1.26M
3
+$1.07M
4
JBLU icon
JetBlue
JBLU
+$972K
5
WFC icon
Wells Fargo
WFC
+$943K

Sector Composition

1 Financials 19.66%
2 Technology 15.88%
3 Industrials 12.49%
4 Healthcare 11.65%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.83M 1.03%
58,180
-40
27
$2.81M 1.02%
38,638
+2,492
28
$2.67M 0.97%
32,861
+24,995
29
$2.52M 0.92%
27,904
+1,759
30
$2.5M 0.91%
48,035
-6,051
31
$2.49M 0.91%
557,760
-640
32
$2.45M 0.89%
22,014
-266
33
$2.44M 0.89%
96,440
+26,570
34
$2.43M 0.88%
51,883
+2,921
35
$2.36M 0.86%
11,839
+1,051
36
$2.34M 0.85%
37,471
+28,085
37
$2.26M 0.82%
66,833
+940
38
$2.26M 0.82%
11,004
-166
39
$2.26M 0.82%
7,851
-94
40
$2.17M 0.79%
23,556
+5,781
41
$2.1M 0.77%
11,089
-2,819
42
$2.09M 0.76%
14,805
-435
43
$1.98M 0.72%
17,230
-290
44
$1.91M 0.7%
14,201
+213
45
$1.83M 0.67%
32,663
-12,457
46
$1.77M 0.64%
27,892
+424
47
$1.66M 0.6%
15,212
+7,537
48
$1.52M 0.55%
24,294
-3,752
49
$1.5M 0.55%
59,557
+26,527
50
$1.49M 0.54%
43,336
-129
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2
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