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
$261M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.34M
3
+$1.91M
4
TER icon
Teradyne
TER
+$1.34M
5
GIS icon
General Mills
GIS
+$1.22M

Top Sells

1
+$4M
2
+$2.75M
3
+$2.57M
4
AMZN icon
Amazon
AMZN
+$2.49M
5
BA icon
Boeing
BA
+$2.32M

Sector Composition

1 Technology 25.45%
2 Financials 16.12%
3 Healthcare 12.69%
4 Communication Services 10.63%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.45M 0.94%
9,311
-2,351
27
$2.44M 0.94%
47,728
-1,750
28
$2.42M 0.93%
19,031
-3,811
29
$2.42M 0.93%
34,060
-6,840
30
$2.41M 0.92%
+20,084
31
$2.34M 0.9%
+37,452
32
$2.33M 0.89%
3,311
-268
33
$2.32M 0.89%
4,260
+247
34
$2.18M 0.84%
7,190
+1,953
35
$2.1M 0.81%
34,968
-1,472
36
$2.06M 0.79%
34,963
+2,423
37
$2.03M 0.78%
28,933
+1,517
38
$2.02M 0.77%
52,022
+4,448
39
$1.97M 0.75%
22,038
-1,174
40
$1.95M 0.75%
61,900
+5,820
41
$1.84M 0.71%
29,727
+753
42
$1.82M 0.7%
22,779
+5,305
43
$1.81M 0.7%
37,539
-205
44
$1.8M 0.69%
5,842
-317
45
$1.79M 0.69%
12,710
+4,280
46
$1.75M 0.67%
73,807
-19,326
47
$1.75M 0.67%
19,961
+1,258
48
$1.7M 0.65%
27,637
+19,731
49
$1.63M 0.63%
21,219
-412
50
$1.63M 0.62%
29,506
+424
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2
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