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
$212M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$5.16M
3
+$4.69M
4
NGG icon
National Grid
NGG
+$4.47M
5
RYAAY icon
Ryanair
RYAAY
+$4.21M

Top Sells

No sells this quarter

Sector Composition

1 Financials 21.31%
2 Industrials 13.43%
3 Healthcare 11.74%
4 Consumer Discretionary 10.22%
5 Technology 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.55%
+29,691
52
$1.17M 0.55%
+49,728
53
$1.17M 0.55%
+26,358
54
$1.15M 0.54%
+11,606
55
$1.14M 0.54%
+23,405
56
$1.14M 0.54%
+45,958
57
$1.13M 0.53%
+79,604
58
$1.12M 0.53%
+10,830
59
$1.11M 0.53%
+25,547
60
$1.1M 0.52%
+15,120
61
$1.1M 0.52%
+4,730
62
$1.09M 0.52%
+14,688
63
$1.06M 0.5%
+24,884
64
$1.06M 0.5%
+32,610
65
$1.04M 0.49%
+12,780
66
$1.03M 0.49%
+13,637
67
$1.02M 0.48%
+15,796
68
$1.02M 0.48%
+88,887
69
$973K 0.46%
+22,574
70
$965K 0.46%
+19,788
71
$948K 0.45%
+64,940
72
$942K 0.45%
+21,083
73
$942K 0.45%
+77,807
74
$940K 0.44%
+38,647
75
$931K 0.44%
+32,032
1 2
3
4 5