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
$291M
AUM Growth
-$7.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$2.17M
3
+$2M
4
CAT icon
Caterpillar
CAT
+$1.87M
5
MPC icon
Marathon Petroleum
MPC
+$1.37M

Top Sells

1
+$2.44M
2
+$2.14M
3
+$2.09M
4
AET
Aetna Inc
AET
+$2.04M
5
BTI icon
British American Tobacco
BTI
+$1.69M

Sector Composition

1 Financials 20.62%
2 Technology 18.08%
3 Industrials 11.87%
4 Consumer Discretionary 11.1%
5 Healthcare 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.24M 1.12%
48,062
+46
27
$3.13M 1.08%
33,589
+57
28
$3.08M 1.06%
25,751
+16,743
29
$3.01M 1.03%
20,417
+12,659
30
$3M 1.03%
57,920
31
$2.75M 0.95%
12,088
-3,536
32
$2.67M 0.92%
50,024
+72
33
$2.63M 0.91%
10,224
-58
34
$2.63M 0.9%
25,272
35
$2.54M 0.87%
57,415
+14,945
36
$2.47M 0.85%
48,912
-4,302
37
$2.46M 0.85%
25,935
-9,573
38
$2.46M 0.84%
7,038
-1,827
39
$2.45M 0.84%
72,746
+6,735
40
$2.41M 0.83%
11,152
-3,629
41
$2.36M 0.81%
15,630
+1,670
42
$2.29M 0.79%
24,688
+5,176
43
$2.28M 0.78%
36,622
-4,987
44
$2.16M 0.74%
32,956
+9,460
45
$2.13M 0.73%
29,154
+18,683
46
$2.04M 0.7%
353,000
-72,440
47
$1.96M 0.67%
32,482
+8,821
48
$1.87M 0.64%
9,389
+1,832
49
$1.71M 0.59%
37,271
-25,628
50
$1.63M 0.56%
31,654
+23
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2
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