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
$210M
AUM Growth
+$1.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$1.57M
3
+$1.56M
4
RIO icon
Rio Tinto
RIO
+$1.02M
5
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$977K

Top Sells

1
+$2.18M
2
+$1.62M
3
+$1.22M
4
ORAN
Orange
ORAN
+$1.2M
5
AEG icon
Aegon
AEG
+$1.04M

Sector Composition

1 Financials 19.95%
2 Technology 12.64%
3 Consumer Discretionary 11.78%
4 Healthcare 11.52%
5 Industrials 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.58%
11,803
+1,290
52
$1.22M 0.58%
26,106
-412
53
$1.14M 0.54%
33,029
54
$1.14M 0.54%
11,335
55
$1.13M 0.54%
37,590
+204
56
$1.13M 0.54%
34,141
+18,140
57
$1.12M 0.54%
10,105
-84
58
$1.12M 0.54%
17,959
+2,939
59
$1.11M 0.53%
33,286
-65,730
60
$1.07M 0.51%
7,584
+1
61
$1.06M 0.5%
17,564
+1,155
62
$1.05M 0.5%
12,240
63
$1.05M 0.5%
10,774
+76
64
$986K 0.47%
15,904
65
$983K 0.47%
9,437
+385
66
$977K 0.47%
+19,825
67
$972K 0.46%
9,271
+5
68
$966K 0.46%
170,120
-12,600
69
$950K 0.45%
54,482
-2,335
70
$930K 0.44%
11,600
+947
71
$920K 0.44%
18,808
-2,043
72
$912K 0.43%
8,099
+2,645
73
$883K 0.42%
23,668
-2,578
74
$877K 0.42%
20,209
-2,291
75
$830K 0.4%
21,230
+12,030
1 2
3
4 5