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
$221M
AUM Growth
-$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.55M
3
+$1.42M
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$1.31M
5
BBVA icon
Banco Bilbao Vizcaya Argentaria
BBVA
+$1.14M

Top Sells

1
+$5.9M
2
+$2.34M
3
+$2.15M
4
SNY icon
Sanofi
SNY
+$1.56M
5
ALU
Alcatel-Lucent
ALU
+$1.29M

Sector Composition

1 Financials 20.29%
2 Industrials 12.7%
3 Healthcare 11.61%
4 Consumer Discretionary 8.96%
5 Energy 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.55%
24,456
+639
52
$1.21M 0.55%
63,655
-1,385
53
$1.21M 0.54%
35,790
+4,747
54
$1.17M 0.53%
19,267
+9,335
55
$1.17M 0.53%
189,866
-4,255
56
$1.16M 0.52%
13,331
-4
57
$1.15M 0.52%
12,736
-3
58
$1.14M 0.51%
23,285
-10,265
59
$1.11M 0.5%
37,570
-870
60
$1.1M 0.5%
29,166
+5,875
61
$1.09M 0.49%
59,535
-1,265
62
$1.07M 0.48%
12,023
+926
63
$1.07M 0.48%
5,725
-100
64
$1.06M 0.48%
15,971
+1,232
65
$1.06M 0.48%
45,855
-14,650
66
$1.03M 0.47%
6,406
+392
67
$1.02M 0.46%
21,406
-4,940
68
$995K 0.45%
20,326
+4,225
69
$974K 0.44%
23,216
+2,070
70
$974K 0.44%
13,144
-7,443
71
$951K 0.43%
+38,059
72
$940K 0.42%
7,846
+1,154
73
$938K 0.42%
8,052
-155
74
$934K 0.42%
21,383
-7,048
75
$924K 0.42%
37,842
+3,374
1 2
3
4 5