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
$349M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$1.41M
3
+$1.41M
4
LOW icon
Lowe's Companies
LOW
+$1.04M
5
VTRS icon
Viatris
VTRS
+$991K

Top Sells

1
+$1.98M
2
+$1.78M
3
+$1.49M
4
AAPL icon
Apple
AAPL
+$1.37M
5
SBUX icon
Starbucks
SBUX
+$1.29M

Sector Composition

1 Technology 20.04%
2 Healthcare 16.44%
3 Financials 15.3%
4 Energy 8.43%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.96M 1.14%
87,628
+95
27
$3.92M 1.13%
26,333
+1,731
28
$3.87M 1.11%
116,837
-2,704
29
$3.65M 1.05%
7,990
+1,392
30
$3.64M 1.04%
104,115
+2,317
31
$3.58M 1.03%
22,698
+425
32
$3.48M 1%
39,481
-3,869
33
$3.45M 0.99%
4,864
+74
34
$3.42M 0.98%
7,025
+119
35
$3.29M 0.94%
20,961
+522
36
$3.23M 0.93%
49,124
+1,349
37
$3.15M 0.9%
30,568
+761
38
$2.98M 0.86%
41,228
-1,826
39
$2.94M 0.84%
46,982
-1,117
40
$2.94M 0.84%
46,151
+1,151
41
$2.89M 0.83%
44,676
+1,115
42
$2.89M 0.83%
7,710
-3,093
43
$2.88M 0.83%
19,485
-795
44
$2.76M 0.79%
33,712
-24,233
45
$2.71M 0.78%
22,487
-8,108
46
$2.69M 0.77%
+23,611
47
$2.66M 0.76%
7,913
+4,203
48
$2.64M 0.76%
27,073
-2,829
49
$2.6M 0.74%
27,039
+675
50
$2.55M 0.73%
21,709
+29
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