WIS

Wright Investors Service Portfolio holdings

AUM $333M
1-Year Est. Return 31.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$331M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.84M
3
+$1.81M
4
BA icon
Boeing
BA
+$1.65M
5
UNH icon
UnitedHealth
UNH
+$1.63M

Top Sells

1
+$3.45M
2
+$3.34M
3
+$2.81M
4
ORCL icon
Oracle
ORCL
+$2.09M
5
AAPL icon
Apple
AAPL
+$1.48M

Sector Composition

1 Technology 28.41%
2 Financials 18.13%
3 Communication Services 12.86%
4 Consumer Discretionary 9.88%
5 Healthcare 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.67M 1.11%
19,765
-18,541
27
$3.65M 1.1%
20,574
-20,214
28
$3.56M 1.07%
122,850
+67,149
29
$3.35M 1.01%
4,732
+23
30
$3.31M 1%
17,809
-362
31
$3.23M 0.97%
17,630
-8,522
32
$3.2M 0.97%
46,154
+206
33
$3.18M 0.96%
31,037
+20,912
34
$3.13M 0.94%
3,159
+798
35
$2.77M 0.84%
39,928
+3,242
36
$2.74M 0.83%
40,996
+3,070
37
$2.67M 0.81%
9,061
+149
38
$2.46M 0.74%
8,495
+24
39
$2.43M 0.73%
74,517
+330
40
$2.21M 0.67%
27,526
+8,045
41
$2.06M 0.62%
16,709
-331
42
$2.04M 0.62%
1,946
+26
43
$2.01M 0.61%
2,575
-108
44
$1.9M 0.57%
51,892
+18,162
45
$1.88M 0.57%
25,445
+13,053
46
$1.83M 0.55%
+8,740
47
$1.8M 0.54%
6,444
-130
48
$1.8M 0.54%
17,030
-35
49
$1.79M 0.54%
4,626
-118
50
$1.79M 0.54%
12,745
-22
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