WIS

Wright Investors Service Portfolio holdings

AUM $345M
1-Year Est. Return 30.17%
This Quarter Est. Return
1 Year Est. Return
+30.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
-$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$2.05M
3
+$1.88M
4
TSLA icon
Tesla
TSLA
+$1.75M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.65M

Top Sells

1
+$1.89M
2
+$1.63M
3
+$1.55M
4
CVS icon
CVS Health
CVS
+$1.52M
5
JBL icon
Jabil
JBL
+$1.34M

Sector Composition

1 Technology 26.06%
2 Financials 17.72%
3 Healthcare 12.3%
4 Communication Services 11.98%
5 Consumer Discretionary 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.39M 1.12%
92,004
-84
27
$3.3M 1.09%
12,733
+6,753
28
$3.09M 1.02%
32,330
+99
29
$3.01M 1%
32,320
+2,670
30
$2.84M 0.94%
45,948
+18
31
$2.6M 0.86%
36,686
-392
32
$2.57M 0.85%
4,709
+937
33
$2.56M 0.85%
8,471
+31
34
$2.42M 0.8%
74,187
+1,156
35
$2.36M 0.78%
18,171
+737
36
$2.23M 0.74%
2,361
-380
37
$2.22M 0.73%
8,912
-420
38
$2.22M 0.73%
2,683
+222
39
$2.14M 0.71%
13,910
+1,777
40
$2.09M 0.69%
+22,316
41
$2.08M 0.69%
17,040
-236
42
$2.05M 0.68%
+6,574
43
$2.01M 0.66%
37,926
-5,260
44
$1.93M 0.64%
44,237
+567
45
$1.82M 0.6%
4,744
+2,715
46
$1.82M 0.6%
1,920
+1,245
47
$1.75M 0.58%
17,065
-6,865
48
$1.67M 0.55%
24,743
-14,454
49
$1.67M 0.55%
12,767
+301
50
$1.65M 0.54%
+3,095
1
2
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