WIS
Wright Investors Service Portfolio holdings
AUM
$345M
1-Year Est. Return
30.17%
1 Year Est. Return
+30.17%
AUM
$345M
AUM Growth
+$14.1M
(+4.3%)
Holding
159
Top Buys
| 1 | +$2.7M | |
| 2 | +$2.13M | |
| 3 | +$2.06M | |
| 4 |
Palo Alto Networks
PANW
|
+$2.02M |
| 5 |
Adobe
ADBE
|
+$1.87M |
Top Sells
| 1 | +$2.53M | |
| 2 | +$1.8M | |
| 3 | +$1.45M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.43M |
| 5 |
Ulta Beauty
ULTA
|
+$1.42M |
Sector Composition
| 1 | Technology | 32.67% |
| 2 | Financials | 15.9% |
| 3 | Communication Services | 13.47% |
| 4 | Consumer Discretionary | 10.48% |
| 5 | Healthcare | 8.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Lam Research
LRCX
$199B
| $1.85M | 0.53% |
+13,789
|
|
||
52
TJX Companies
TJX
$167B
| $1.76M | 0.51% |
12,190
-4,519
|
|
||
53
Uber
UBER
$182B
| $1.75M | 0.51% |
17,834
+1,383
|
|
||
54
Boeing
BA
$156B
| $1.75M | 0.51% |
8,086
-654
|
|
||
55
Citigroup
C
$185B
| $1.73M | 0.5% |
17,004
-1,462
|
|
||
56
Expedia Group
EXPE
$32.3B
| $1.72M | 0.5% |
8,036
+2,270
|
|
||
57
Jabil
JBL
$22.7B
| $1.71M | 0.5% |
7,887
+990
|
|
||
58
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.62M | 0.47% |
3,227
-308
|
|
||
59
Qualcomm
QCOM
$183B
| $1.62M | 0.47% |
9,714
+2,076
|
|
||
60
RTX Corp
RTX
$226B
| $1.58M | 0.46% |
9,431
-574
|
|
||
61
Kroger
KR
$44.4B
| $1.54M | 0.45% |
22,881
-1,978
|
|
||
62
CBRE Group
CBRE
$47.4B
| $1.47M | 0.43% |
9,324
-3,421
|
|
||
63
Salesforce
CRM
$223B
| $1.45M | 0.42% |
6,139
+1,848
|
|
||
64
PepsiCo
PEP
$203B
| $1.39M | 0.4% |
+9,892
|
|
||
65
Chubb
CB
$116B
| $1.38M | 0.4% |
4,893
-3,602
|
|
||
66
Philip Morris
PM
$241B
| $1.38M | 0.4% |
8,492
-510
|
|
||
67
Zoom
ZM
$25B
| $1.29M | 0.37% |
15,640
-153
|
|
||
68
Freeport-McMoran
FCX
$61.7B
| $1.25M | 0.36% |
31,783
+8,496
|
|
||
69
TKO Group
TKO
$15.4B
| $1.25M | 0.36% |
6,165
+2,561
|
|
||
70
Omega Healthcare
OHI
$13.6B
| $1.2M | 0.35% |
28,463
-23,429
|
|
||
71
EOG Resources
EOG
$59.2B
| $1.14M | 0.33% |
10,129
-83
|
|
||
72
Eli Lilly
LLY
$936B
| $1.12M | 0.33% |
1,473
-1,102
|
|
||
73
Chevron
CVX
$300B
| $1.06M | 0.31% |
6,819
-440
|
|
||
74
US Foods
USFD
$17.2B
| $1.03M | 0.3% |
13,464
-850
|
|
||
75
Ameriprise Financial
AMP
$42.4B
| $1.03M | 0.3% |
2,097
-110
|
|