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
$352M
AUM Growth
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$2.51M
3
+$2.33M
4
ETSY icon
Etsy
ETSY
+$2.17M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.06M

Top Sells

1
+$3.2M
2
+$3.1M
3
+$2.72M
4
TSLA icon
Tesla
TSLA
+$2.25M
5
CVX icon
Chevron
CVX
+$2.11M

Sector Composition

1 Technology 23.18%
2 Financials 18.02%
3 Healthcare 12.15%
4 Communication Services 11.71%
5 Consumer Discretionary 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.92M 1.11%
41,607
+2,652
27
$3.9M 1.11%
29,359
+1,862
28
$3.81M 1.08%
44,847
+387
29
$3.81M 1.08%
80,864
+2,913
30
$3.7M 1.05%
14,222
-1,869
31
$3.7M 1.05%
36,441
-20,804
32
$3.67M 1.04%
54,146
+34,446
33
$3.53M 1%
23,652
+1,212
34
$3.47M 0.99%
144,090
+5,957
35
$3.29M 0.93%
67,286
-55,622
36
$2.82M 0.8%
53,183
+3,338
37
$2.78M 0.79%
125,739
-23,558
38
$2.78M 0.79%
13,716
+3,958
39
$2.77M 0.79%
7,971
-598
40
$2.7M 0.77%
27,659
+1,803
41
$2.67M 0.76%
40,296
+2,610
42
$2.58M 0.73%
44,442
+2,847
43
$2.56M 0.73%
93,620
+6,039
44
$2.51M 0.71%
+7,856
45
$2.5M 0.71%
12,528
+8,623
46
$2.48M 0.71%
53,517
+11,971
47
$2.47M 0.7%
15,274
+4,335
48
$2.33M 0.66%
33,082
-3,191
49
$2.32M 0.66%
10,536
+144
50
$2.32M 0.66%
38,957
+2,524
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