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
$252M
AUM Growth
-$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$1.17M
3
+$1.12M
4
AXP icon
American Express
AXP
+$1.09M
5
CMCSA icon
Comcast
CMCSA
+$820K

Top Sells

1
+$2.27M
2
+$2.2M
3
+$2.03M
4
AMZN icon
Amazon
AMZN
+$1.75M
5
T icon
AT&T
T
+$1.73M

Sector Composition

1 Technology 19.48%
2 Financials 18.41%
3 Healthcare 13.38%
4 Consumer Discretionary 11.08%
5 Industrials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.03M 1.21%
125,085
-71,330
27
$3M 1.19%
22,635
-3,116
28
$2.94M 1.17%
32,181
+6,246
29
$2.91M 1.15%
26,360
+1,088
30
$2.84M 1.13%
25,655
+967
31
$2.71M 1.08%
12,405
+317
32
$2.66M 1.06%
19,623
-794
33
$2.65M 1.05%
20,182
+8,561
34
$2.6M 1.03%
38,794
-9,268
35
$2.49M 0.99%
72,379
-367
36
$2.44M 0.97%
48,714
-198
37
$2.21M 0.88%
30,442
-2,514
38
$2.2M 0.87%
47,808
-9,607
39
$2.16M 0.86%
37,977
+1,355
40
$2.1M 0.84%
15,583
-47
41
$2.02M 0.8%
10,281
+4,130
42
$2.01M 0.8%
28,637
-517
43
$1.95M 0.78%
24,166
-9,000
44
$1.95M 0.78%
26,650
-5,832
45
$1.94M 0.77%
27,707
-404
46
$1.93M 0.77%
9,989
-1,163
47
$1.91M 0.76%
8,792
-1,432
48
$1.88M 0.75%
6,110
-928
49
$1.85M 0.73%
8,841
+3,040
50
$1.69M 0.67%
3,388
+1,417
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