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
$262M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.17M
3
+$2.08M
4
AVGO icon
Broadcom
AVGO
+$1.5M
5
SBUX icon
Starbucks
SBUX
+$1.39M

Top Sells

1
+$1.73M
2
+$1.52M
3
+$1.3M
4
MPC icon
Marathon Petroleum
MPC
+$1.18M
5
ORCL icon
Oracle
ORCL
+$1.16M

Sector Composition

1 Financials 20.7%
2 Technology 19.84%
3 Healthcare 11.64%
4 Communication Services 11.02%
5 Consumer Discretionary 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 1.1%
+56,171
27
$2.85M 1.09%
33,309
+14,524
28
$2.84M 1.08%
36,598
+3,553
29
$2.84M 1.08%
10,050
+41
30
$2.73M 1.04%
17,346
+2,473
31
$2.67M 1.02%
21,431
+4,895
32
$2.65M 1.01%
55,253
-36,232
33
$2.6M 0.99%
22,693
+206
34
$2.49M 0.95%
55,467
+539
35
$2.46M 0.94%
85,480
+52,170
36
$2.38M 0.91%
44,020
+380
37
$2.28M 0.87%
45,903
+1,315
38
$2.27M 0.86%
34,525
+2,036
39
$2.08M 0.79%
26,102
+1,705
40
$2.07M 0.79%
28,438
-5,297
41
$2.04M 0.78%
6,313
+45
42
$2.03M 0.77%
12,145
-3,163
43
$2.02M 0.77%
36,853
-12,270
44
$2.01M 0.76%
36,830
-4,668
45
$1.98M 0.75%
25,185
-6,008
46
$1.93M 0.73%
36,789
+1,206
47
$1.82M 0.69%
21,824
+1,524
48
$1.8M 0.69%
8,028
-31
49
$1.76M 0.67%
6,677
+67
50
$1.76M 0.67%
8,959
+4,277
1
2
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