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
$232M
AUM Growth
-$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$961K
3
+$865K
4
IBM icon
IBM
IBM
+$802K
5
MCD icon
McDonald's
MCD
+$755K

Top Sells

1
+$2.21M
2
+$1.2M
3
+$1.08M
4
STZ icon
Constellation Brands
STZ
+$1.03M
5
LNC icon
Lincoln National
LNC
+$953K

Sector Composition

1 Technology 24.25%
2 Financials 16.47%
3 Healthcare 13.87%
4 Communication Services 10.94%
5 Consumer Discretionary 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 1.03%
15,962
+119
27
$2.38M 1.02%
40,900
+300
28
$2.37M 1.02%
35,981
+8,482
29
$2.36M 1.02%
39,819
-13,291
30
$2.28M 0.98%
22,842
+1,899
31
$2.23M 0.96%
3,579
+237
32
$2.19M 0.94%
36,440
+452
33
$2.08M 0.9%
49,478
-2,927
34
$2M 0.86%
27,416
+1,044
35
$1.98M 0.85%
93,133
-20,542
36
$1.97M 0.85%
26,314
+782
37
$1.86M 0.8%
6,159
+27
38
$1.76M 0.76%
4,013
+1,335
39
$1.74M 0.75%
10,500
+4,565
40
$1.68M 0.72%
23,212
-9,847
41
$1.65M 0.71%
81,710
+26,540
42
$1.63M 0.7%
47,574
+1,764
43
$1.62M 0.7%
21,631
+147
44
$1.59M 0.69%
34,476
+13,827
45
$1.56M 0.67%
29,082
-2,439
46
$1.54M 0.66%
39,697
+14,347
47
$1.52M 0.65%
34,301
+9,324
48
$1.49M 0.64%
5,237
-1,108
49
$1.48M 0.64%
8,223
-23
50
$1.48M 0.64%
32,540
+12,119
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2
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