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
$382M
AUM Growth
+$2.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.28M
3
+$1.92M
4
EBAY icon
eBay
EBAY
+$1.83M
5
SYY icon
Sysco
SYY
+$1.64M

Top Sells

1
+$2.91M
2
+$2.61M
3
+$2.25M
4
JPM icon
JPMorgan Chase
JPM
+$1.8M
5
UNH icon
UnitedHealth
UNH
+$1.75M

Sector Composition

1 Technology 26.63%
2 Financials 15.46%
3 Healthcare 11.78%
4 Communication Services 10.33%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.21M 1.1%
12,151
+6,568
27
$4.17M 1.09%
78,273
-11,520
28
$4.05M 1.06%
18,341
-339
29
$3.88M 1.02%
45,932
+4,443
30
$3.41M 0.89%
85,853
-239
31
$3.34M 0.88%
6,460
-2,707
32
$3.27M 0.86%
3,689
33
$3.2M 0.84%
11,696
+343
34
$3.05M 0.8%
3,436
-1,102
35
$2.84M 0.74%
45,411
-22,577
36
$2.71M 0.71%
123,360
-37,467
37
$2.71M 0.71%
9,396
-47
38
$2.7M 0.71%
66,284
+15,814
39
$2.67M 0.7%
29,346
-4,031
40
$2.59M 0.68%
33,176
+21,020
41
$2.54M 0.66%
50,901
+31,840
42
$2.53M 0.66%
18,561
-270
43
$2.45M 0.64%
38,928
+20
44
$2.44M 0.64%
14,361
+4,673
45
$2.43M 0.64%
21,398
-7,082
46
$2.42M 0.63%
+72,546
47
$2.3M 0.6%
20,529
-3,846
48
$2.29M 0.6%
3,231
-728
49
$2.28M 0.6%
65,967
+30,700
50
$2.23M 0.58%
38,934
+15,048
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