WIS

Wright Investors Service Portfolio holdings

AUM $345M
1-Year Est. Return 30.17%
This Quarter Est. Return
1 Year Est. Return
+30.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.43M
3
+$1.43M
4
MO icon
Altria Group
MO
+$1.26M
5
IBM icon
IBM
IBM
+$1.19M

Top Sells

1
+$3.05M
2
+$2.95M
3
+$1.81M
4
NEE icon
NextEra Energy
NEE
+$1.1M
5
CELG
Celgene Corp
CELG
+$969K

Sector Composition

1 Technology 21.6%
2 Financials 18.54%
3 Healthcare 12.8%
4 Communication Services 11.01%
5 Consumer Discretionary 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.26M 1.12%
54,489
-621
27
$3.21M 1.1%
52,642
+3,317
28
$3.16M 1.08%
10,589
-674
29
$3.05M 1.05%
36,005
+7,822
30
$2.72M 0.93%
40,600
-3,420
31
$2.69M 0.92%
20,943
-1,750
32
$2.64M 0.9%
20,626
+9,279
33
$2.51M 0.86%
32,975
+12,207
34
$2.49M 0.85%
25,532
+359
35
$2.47M 0.84%
26,740
-59
36
$2.44M 0.84%
40,761
-1,484
37
$2.43M 0.83%
40,989
+48
38
$2.43M 0.83%
76,790
-18,150
39
$2.42M 0.83%
27,499
-2,299
40
$2.24M 0.77%
26,372
+9
41
$2.21M 0.76%
14,554
+1,566
42
$2.18M 0.75%
35,988
-18,160
43
$2.11M 0.72%
6,132
-172
44
$2.04M 0.7%
26,920
+234
45
$2.02M 0.69%
12,634
+160
46
$2M 0.68%
39,194
-199
47
$1.99M 0.68%
10,502
-3,973
48
$1.99M 0.68%
13,760
-21,071
49
$1.98M 0.68%
9,028
-452
50
$1.95M 0.67%
3,342
+513
1
2
3 4 5