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
$291M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$2.82M
3
+$2.45M
4
LH icon
Labcorp
LH
+$2.02M
5
ETSY icon
Etsy
ETSY
+$1.56M

Top Sells

1
+$4.75M
2
+$3.38M
3
+$2.14M
4
AMZN icon
Amazon
AMZN
+$1.83M
5
V icon
Visa
V
+$1.81M

Sector Composition

1 Technology 22.95%
2 Financials 18.48%
3 Consumer Discretionary 12.21%
4 Healthcare 11.57%
5 Communication Services 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.04M 1.04%
30,755
+14,250
27
$3.03M 1.04%
30,600
-12,749
28
$3.01M 1.03%
73,476
+34,008
29
$2.82M 0.97%
+11,293
30
$2.81M 0.96%
7,455
-2,550
31
$2.74M 0.94%
61,187
-21,480
32
$2.73M 0.94%
35,350
-1,918
33
$2.69M 0.92%
32,455
+647
34
$2.64M 0.91%
21,951
+577
35
$2.64M 0.91%
16,422
-4,651
36
$2.58M 0.88%
32,044
-4,782
37
$2.51M 0.86%
82,855
+7,844
38
$2.5M 0.86%
20,867
-2,753
39
$2.5M 0.86%
50,081
-4,927
40
$2.45M 0.84%
+9,442
41
$2.36M 0.81%
7,363
-1,474
42
$2.36M 0.81%
15,821
+486
43
$2.35M 0.81%
10,107
-82
44
$2.3M 0.79%
11,062
-256
45
$2.23M 0.76%
13,570
-1,182
46
$2.1M 0.72%
8,984
-783
47
$2.02M 0.69%
+11,571
48
$1.97M 0.68%
25,201
+530
49
$1.94M 0.67%
21,155
+688
50
$1.93M 0.66%
22,852
-3,738
1
2
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