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
$278M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.7M
3
+$1.63M
4
PSA icon
Public Storage
PSA
+$1.33M
5
CVX icon
Chevron
CVX
+$1.21M

Top Sells

1
+$1.81M
2
+$1.38M
3
+$1.19M
4
PGR icon
Progressive
PGR
+$1.17M
5
CBRE icon
CBRE Group
CBRE
+$1.17M

Sector Composition

1 Technology 20.05%
2 Financials 17.92%
3 Communication Services 11.44%
4 Healthcare 11.11%
5 Consumer Discretionary 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3M 1.08%
14,475
+5,516
27
$2.96M 1.06%
46,869
+10,039
28
$2.93M 1.05%
22,693
29
$2.84M 1.02%
55,110
-143
30
$2.69M 0.97%
44,020
31
$2.63M 0.95%
29,798
+13,281
32
$2.62M 0.94%
17,293
-53
33
$2.62M 0.94%
94,940
+9,460
34
$2.55M 0.92%
26,799
+4,975
35
$2.53M 0.91%
42,245
+7,720
36
$2.46M 0.88%
49,325
-6,142
37
$2.41M 0.86%
10,027
-23
38
$2.36M 0.85%
6,304
-9
39
$2.29M 0.82%
28,183
-8,415
40
$2.27M 0.81%
40,941
+4,152
41
$2.17M 0.78%
34,233
-10,727
42
$2.14M 0.77%
27,077
+21,550
43
$2.13M 0.77%
25,173
-929
44
$2M 0.72%
26,363
+1,178
45
$1.97M 0.71%
26,686
+4,819
46
$1.95M 0.7%
12,988
+843
47
$1.94M 0.7%
20,248
+6,584
48
$1.92M 0.69%
6,675
-2
49
$1.86M 0.67%
9,480
+654
50
$1.86M 0.67%
39,393
-6,510
1
2
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