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
$355M
AUM Growth
+$2.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.89M
3
+$1.82M
4
TSLA icon
Tesla
TSLA
+$1.72M
5
CAT icon
Caterpillar
CAT
+$1.69M

Top Sells

1
+$2.86M
2
+$2.49M
3
+$1.58M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.54M
5
CBRE icon
CBRE Group
CBRE
+$1.42M

Sector Composition

1 Technology 25.42%
2 Financials 13.03%
3 Healthcare 12.85%
4 Consumer Discretionary 10.01%
5 Communication Services 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.73M 1.05%
8,385
-27
27
$3.71M 1.04%
27,701
-2,733
28
$3.56M 1%
7,275
-1
29
$3.48M 0.98%
218,364
-61,042
30
$3.47M 0.98%
44,712
+910
31
$3.47M 0.98%
45,851
+673
32
$3.38M 0.95%
13,624
+634
33
$3.36M 0.95%
35,574
+8,611
34
$3.29M 0.93%
93,133
-9,525
35
$3.25M 0.92%
22,464
-2,868
36
$3.18M 0.9%
45,979
-535
37
$3.13M 0.88%
26,177
+3,041
38
$3.04M 0.86%
22,987
+3,587
39
$3.01M 0.85%
4,356
-462
40
$3.01M 0.85%
35,251
-3,216
41
$3.01M 0.85%
11,487
+6,569
42
$2.87M 0.81%
11,646
+6,868
43
$2.81M 0.79%
6,112
-567
44
$2.81M 0.79%
31,127
-2,870
45
$2.71M 0.77%
43,971
-4,407
46
$2.65M 0.75%
55,670
+9,223
47
$2.59M 0.73%
90,424
-1,534
48
$2.59M 0.73%
20,544
-2,015
49
$2.59M 0.73%
14,430
-15,942
50
$2.5M 0.7%
40,283
-3,981
1
2
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