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
$395M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.59M
3
+$2.59M
4
CSCO icon
Cisco
CSCO
+$2.57M
5
AMP icon
Ameriprise Financial
AMP
+$2.31M

Top Sells

1
+$2.69M
2
+$1.7M
3
+$1.32M
4
CHTR icon
Charter Communications
CHTR
+$1.17M
5
KLAC icon
KLA
KLAC
+$1.03M

Sector Composition

1 Technology 24.59%
2 Financials 16.33%
3 Healthcare 12.64%
4 Consumer Discretionary 11.62%
5 Communication Services 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.4M 1.11%
10,614
+2,758
27
$4.4M 1.11%
37,493
+1,052
28
$4.35M 1.1%
25,177
+1,525
29
$4.18M 1.06%
44,994
+3,387
30
$4.1M 1.04%
16,477
+3,949
31
$4.09M 1.03%
39,621
-5,226
32
$4.02M 1.02%
30,057
+698
33
$3.65M 0.92%
14,105
+389
34
$3.63M 0.92%
69,635
-11,229
35
$3.49M 0.88%
151,589
+7,499
36
$3.37M 0.85%
+9,570
37
$3.34M 0.85%
43,608
+3,312
38
$3.23M 0.82%
69,727
+2,441
39
$3.14M 0.79%
29,915
+2,256
40
$3.13M 0.79%
6,744
+1,317
41
$3.01M 0.76%
41,662
-12,484
42
$2.81M 0.71%
47,791
+3,349
43
$2.76M 0.7%
4,865
+1,554
44
$2.68M 0.68%
100,587
+6,967
45
$2.68M 0.68%
45,239
+3,413
46
$2.66M 0.67%
35,403
+2,321
47
$2.63M 0.66%
7,659
+1,179
48
$2.62M 0.66%
78,345
+5,913
49
$2.62M 0.66%
15,332
+58
50
$2.6M 0.66%
119,181
-6,558
1
2
3 4 5