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
$233M
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.51M
3
+$1.5M
4
MCD icon
McDonald's
MCD
+$1.37M
5
MPC icon
Marathon Petroleum
MPC
+$1.16M

Top Sells

1
+$3.11M
2
+$2.25M
3
+$1.57M
4
HD icon
Home Depot
HD
+$1.16M
5
SYF icon
Synchrony
SYF
+$957K

Sector Composition

1 Financials 19.69%
2 Technology 18.54%
3 Healthcare 16.33%
4 Industrials 9.72%
5 Communication Services 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.77M 1.19%
25,309
+19,625
27
$2.75M 1.18%
21,673
+983
28
$2.67M 1.14%
51,140
-4,820
29
$2.49M 1.07%
26,314
-46
30
$2.46M 1.05%
17,916
-4,710
31
$2.37M 1.01%
12,535
+2,388
32
$2.34M 1%
49,817
+6,409
33
$2.24M 0.96%
48,678
+19,745
34
$1.88M 0.8%
37,993
-1,592
35
$1.83M 0.78%
7,756
+1,081
36
$1.83M 0.78%
30,458
-1,585
37
$1.82M 0.78%
15,577
-810
38
$1.81M 0.78%
27,174
-482
39
$1.81M 0.78%
34,753
-4,128
40
$1.8M 0.77%
54,873
-1,786
41
$1.76M 0.76%
42,968
+22,563
42
$1.75M 0.75%
37,664
-8,036
43
$1.75M 0.75%
36,869
-2,471
44
$1.63M 0.7%
25,740
-815
45
$1.61M 0.69%
8,450
-350
46
$1.6M 0.68%
26,710
+8,110
47
$1.59M 0.68%
6,499
+1,553
48
$1.56M 0.67%
29,448
+4,479
49
$1.56M 0.67%
34,109
-15,751
50
$1.52M 0.65%
18,450
-1,735
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