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
$203M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$3.82M
3
+$2.7M
4
TD icon
Toronto Dominion Bank
TD
+$2.39M
5
GIL icon
Gildan
GIL
+$1.82M

Top Sells

1
+$5.14M
2
+$4.77M
3
+$3.12M
4
AGU
Agrium
AGU
+$2.07M
5
BUD icon
AB InBev
BUD
+$1.98M

Sector Composition

1 Financials 21.76%
2 Technology 10.9%
3 Industrials 9.87%
4 Consumer Discretionary 9.7%
5 Energy 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.6%
68,850
-3,720
52
$1.21M 0.6%
25,225
+769
53
$1.2M 0.59%
35,637
+8,740
54
$1.18M 0.58%
18,013
-3,797
55
$1.15M 0.57%
+6,670
56
$1.15M 0.57%
6,263
-143
57
$1.14M 0.56%
10,725
-1,024
58
$1.09M 0.54%
19,804
-1,750
59
$1.05M 0.52%
16,493
-1,475
60
$1.03M 0.51%
9,335
-670
61
$1.02M 0.5%
11,190
-1,546
62
$1.01M 0.5%
19,557
+2,685
63
$997K 0.49%
7,842
-210
64
$973K 0.48%
12,107
-1,224
65
$962K 0.48%
20,934
-2,282
66
$954K 0.47%
8,055
+209
67
$949K 0.47%
18,252
-1,015
68
$923K 0.46%
19,121
-1,205
69
$921K 0.45%
10,761
-1,262
70
$896K 0.44%
30,865
-762
71
$895K 0.44%
15,099
+1,955
72
$879K 0.43%
9,581
-399
73
$868K 0.43%
3,978
-1,747
74
$850K 0.42%
13,588
-2,383
75
$838K 0.41%
50,929
+34,465
1 2
3
4 5