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
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.68M
3
+$1.47M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.26M
5
CS
Credit Suisse Group
CS
+$1.21M

Top Sells

1
+$5.03M
2
+$1.91M
3
+$1.49M
4
HMC icon
Honda
HMC
+$1.49M
5
RKT
ROCK-TENN COMPANY CL-A
RKT
+$1.06M

Sector Composition

1 Financials 17.52%
2 Technology 13.62%
3 Healthcare 13.4%
4 Consumer Discretionary 13.31%
5 Industrials 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.63%
12,661
+6,350
52
$1.34M 0.6%
16,847
-5
53
$1.32M 0.6%
33,479
-1,562
54
$1.3M 0.59%
23,940
+5,132
55
$1.27M 0.57%
21,094
+3,135
56
$1.24M 0.56%
14,930
+5,260
57
$1.24M 0.56%
44,891
+10,750
58
$1.22M 0.55%
14,276
+2,473
59
$1.21M 0.55%
+50,245
60
$1.2M 0.54%
41,570
-12,580
61
$1.16M 0.52%
44,933
+30,856
62
$1.16M 0.52%
27,556
+1,353
63
$1.15M 0.52%
22,191
+9,245
64
$1.15M 0.52%
+16,660
65
$1.15M 0.52%
32,746
-7,418
66
$1.15M 0.52%
33,049
+20
67
$1.09M 0.49%
18,036
+5,140
68
$1.05M 0.48%
+22,676
69
$1.04M 0.47%
+20,890
70
$1.03M 0.47%
+59,450
71
$1.03M 0.47%
9,649
+1,550
72
$1.03M 0.47%
+55,745
73
$1.01M 0.46%
64,660
-15,720
74
$994K 0.45%
48,084
+8,561
75
$991K 0.45%
24,707
+4,320
1 2
3
4 5