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
$330M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.43M
3
+$3.4M
4
CVX icon
Chevron
CVX
+$3.09M
5
TSLA icon
Tesla
TSLA
+$2.97M

Top Sells

1
+$2.99M
2
+$2.5M
3
+$2.5M
4
TXN icon
Texas Instruments
TXN
+$2.23M
5
HD icon
Home Depot
HD
+$2.04M

Sector Composition

1 Financials 20.49%
2 Technology 19.63%
3 Healthcare 11.9%
4 Communication Services 11.17%
5 Consumer Discretionary 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.72M 1.13%
15,308
+6,324
27
$3.63M 1.1%
70,286
+9,099
28
$3.63M 1.1%
10,207
+925
29
$3.6M 1.09%
28,309
-2,446
30
$3.4M 1.03%
+134,830
31
$3.4M 1.03%
37,635
+5,591
32
$3.37M 1.02%
26,484
+12,252
33
$3.27M 0.99%
18,667
+2,846
34
$3.16M 0.96%
41,967
-3,793
35
$3.05M 0.92%
40,286
+4,936
36
$2.98M 0.9%
21,573
-378
37
$2.97M 0.9%
+13,320
38
$2.86M 0.86%
+52,018
39
$2.81M 0.85%
9,912
+470
40
$2.74M 0.83%
205,280
-50,440
41
$2.56M 0.78%
35,776
+4,052
42
$2.51M 0.76%
11,866
-8,853
43
$2.51M 0.76%
+13,585
44
$2.45M 0.74%
40,010
+1,169
45
$2.44M 0.74%
47,648
+24,178
46
$2.43M 0.74%
12,767
-3,655
47
$2.4M 0.73%
24,856
+3,701
48
$2.36M 0.72%
36,209
+5,400
49
$2.32M 0.7%
9,102
+1,460
50
$2.28M 0.69%
10,058
-49
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