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
$273M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$2.19M
3
+$1.98M
4
KO icon
Coca-Cola
KO
+$1.82M
5
WFC icon
Wells Fargo
WFC
+$1.52M

Top Sells

1
+$3.12M
2
+$1.98M
3
+$1.34M
4
LEA icon
Lear
LEA
+$1.27M
5
ALL icon
Allstate
ALL
+$1.18M

Sector Composition

1 Financials 18.79%
2 Technology 18.69%
3 Healthcare 14.8%
4 Industrials 10.32%
5 Consumer Discretionary 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.38M 1.24%
55,960
27
$3.24M 1.18%
127,615
+2,530
28
$3.19M 1.17%
76,120
-4,440
29
$3.16M 1.15%
75,484
+3,105
30
$3.15M 1.15%
20,690
+1,067
31
$3.11M 1.14%
20,260
+78
32
$2.83M 1.03%
26,360
33
$2.79M 1.02%
38,881
+87
34
$2.63M 0.96%
49,860
+1,146
35
$2.39M 0.87%
39,585
+1,608
36
$2.29M 0.84%
28,679
+42
37
$2.27M 0.83%
32,043
+1,601
38
$2.26M 0.83%
10,147
-134
39
$2.25M 0.83%
27,656
+3,490
40
$2.25M 0.82%
8,800
+8
41
$2.23M 0.82%
16,387
+804
42
$2.19M 0.8%
+56,659
43
$2.16M 0.79%
47,877
+69
44
$2.14M 0.78%
6,675
+800
45
$2.11M 0.77%
18,540
-7,115
46
$2.07M 0.76%
9,996
+7
47
$2.05M 0.75%
43,408
-65,974
48
$1.99M 0.73%
20,185
-11,996
49
$1.98M 0.72%
+24,969
50
$1.86M 0.68%
26,555
+920
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