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
$227M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.2M
3
+$1.69M
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$1.22M
5
GSK icon
GSK
GSK
+$1.19M

Top Sells

1
+$3.35M
2
+$2.45M
3
+$2.3M
4
BNS icon
Scotiabank
BNS
+$1.89M
5
DAI
DAIMLER AG
DAI
+$1.51M

Sector Composition

1 Financials 22.98%
2 Healthcare 11.07%
3 Industrials 11.06%
4 Consumer Discretionary 10.25%
5 Technology 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.52%
9,981
+1,297
52
$1.16M 0.51%
+8,730
53
$1.13M 0.5%
+91,305
54
$1.13M 0.5%
68,735
+32,645
55
$1.12M 0.49%
23,345
+2,754
56
$1.1M 0.49%
19,535
-7,620
57
$1.1M 0.49%
42,414
-3,960
58
$1.1M 0.48%
26,503
+17,812
59
$1.09M 0.48%
6,155
+1,785
60
$1.09M 0.48%
23,523
-825
61
$1.08M 0.48%
40,630
-28,200
62
$1.08M 0.48%
+21,249
63
$1.07M 0.47%
32,154
-28
64
$1.07M 0.47%
13,210
-605
65
$1.05M 0.46%
32,960
-1,360
66
$1.05M 0.46%
9,479
-284
67
$1.05M 0.46%
11,435
+2,890
68
$1.03M 0.45%
11,785
+2,665
69
$1.02M 0.45%
8,172
-8,984
70
$1.02M 0.45%
12,678
+88
71
$980K 0.43%
11,740
+3,650
72
$946K 0.42%
37,210
+3,990
73
$946K 0.42%
13,475
+5
74
$932K 0.41%
20,195
-1,249
75
$922K 0.41%
6,865
-665
1 2
3
4 5