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
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.68M
3
+$1.66M
4
USB icon
US Bancorp
USB
+$1.26M
5
INTC icon
Intel
INTC
+$1.01M

Top Sells

1
+$2.43M
2
+$1.76M
3
+$1.44M
4
ELV icon
Elevance Health
ELV
+$1.29M
5
MSFT icon
Microsoft
MSFT
+$1.12M

Sector Composition

1 Technology 23.43%
2 Financials 17.49%
3 Healthcare 12.43%
4 Consumer Discretionary 10.53%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.96M 1.11%
16,428
-2,630
27
$3.79M 1.07%
73,694
-6,608
28
$3.76M 1.06%
28,943
-4,128
29
$3.73M 1.05%
5,658
-1,690
30
$3.73M 1.05%
23,010
-867
31
$3.59M 1.01%
25,710
-50
32
$3.52M 0.99%
14,173
-1,497
33
$3.42M 0.96%
43,317
-1,925
34
$3.37M 0.95%
55,454
-6,666
35
$3.37M 0.95%
22,578
-3,177
36
$3.28M 0.93%
92,776
-15,251
37
$3.24M 0.91%
47,164
+4,001
38
$3.18M 0.89%
30,780
-2,204
39
$3.12M 0.88%
3,837
-610
40
$2.96M 0.83%
68,334
+29,080
41
$2.88M 0.81%
85,586
-3,172
42
$2.86M 0.81%
18,196
-2,424
43
$2.86M 0.81%
29,394
-6,282
44
$2.76M 0.78%
17,804
-3,138
45
$2.73M 0.77%
5,902
+1,673
46
$2.69M 0.76%
38,324
-6,366
47
$2.62M 0.74%
7,462
-505
48
$2.62M 0.74%
5,551
-2,739
49
$2.43M 0.69%
29,149
-11,683
50
$2.43M 0.68%
65,745
-10,033
1
2
3 4 5