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
$247M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.24M
3
+$1.64M
4
NFLX icon
Netflix
NFLX
+$1.17M
5
ORCL icon
Oracle
ORCL
+$1.16M

Top Sells

1
+$1.93M
2
+$1.76M
3
+$1.49M
4
WBA
Walgreens Boots Alliance
WBA
+$1.44M
5
CAT icon
Caterpillar
CAT
+$1.37M

Sector Composition

1 Financials 21.29%
2 Technology 20.49%
3 Healthcare 12.37%
4 Communication Services 10.23%
5 Consumer Discretionary 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.76M 1.12%
15,308
-2,608
27
$2.76M 1.11%
31,193
+4,019
28
$2.72M 1.1%
33,735
-3,724
29
$2.68M 1.08%
66,443
-7,809
30
$2.57M 1.04%
43,640
-7,500
31
$2.45M 0.99%
50,600
-14,888
32
$2.39M 0.97%
14,873
+10,172
33
$2.38M 0.96%
22,487
-3,827
34
$2.35M 0.95%
+33,045
35
$2.24M 0.9%
41,498
-35,837
36
$2.18M 0.88%
54,928
+55
37
$2.11M 0.85%
24,397
-1,343
38
$2.08M 0.84%
32,489
+2,031
39
$2.04M 0.82%
16,536
+6,645
40
$1.94M 0.79%
31,886
+16,693
41
$1.9M 0.77%
44,588
+1,620
42
$1.88M 0.76%
38,969
-9,709
43
$1.79M 0.72%
33,721
-17,475
44
$1.74M 0.7%
18,512
+62
45
$1.71M 0.69%
35,583
+1,474
46
$1.69M 0.68%
6,268
-231
47
$1.67M 0.67%
8,059
-391
48
$1.61M 0.65%
17,078
+5,772
49
$1.6M 0.65%
20,300
+1,585
50
$1.6M 0.65%
6,610
-628
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