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
$271M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.29M
3
+$1.27M
4
AMZN icon
Amazon
AMZN
+$1.27M
5
AIG icon
American International
AIG
+$1.25M

Top Sells

1
+$1.39M
2
+$902K
3
+$896K
4
RYAAY icon
Ryanair
RYAAY
+$828K
5
AAP icon
Advance Auto Parts
AAP
+$765K

Sector Composition

1 Financials 17.93%
2 Healthcare 13.41%
3 Technology 12.9%
4 Consumer Discretionary 11.79%
5 Industrials 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.53%
17,677
+830
52
$1.44M 0.53%
10,312
+4,765
53
$1.43M 0.53%
48,610
+7,040
54
$1.42M 0.53%
54,812
-2,224
55
$1.41M 0.52%
6,857
-1,875
56
$1.4M 0.52%
15,947
+4,819
57
$1.4M 0.52%
10,996
+7,284
58
$1.4M 0.52%
22,164
+1,070
59
$1.39M 0.51%
35,482
+2,003
60
$1.37M 0.51%
12,661
61
$1.33M 0.49%
15,605
+675
62
$1.33M 0.49%
19,371
+1,335
63
$1.32M 0.49%
12,630
+3,611
64
$1.31M 0.48%
12,445
+3,333
65
$1.3M 0.48%
30,148
+7,177
66
$1.29M 0.48%
34,120
-15,440
67
$1.29M 0.48%
27,573
+22,136
68
$1.29M 0.47%
+14,295
69
$1.29M 0.47%
23,976
+1,785
70
$1.27M 0.47%
+32,760
71
$1.27M 0.47%
+37,500
72
$1.26M 0.46%
41,866
-3,025
73
$1.25M 0.46%
+20,100
74
$1.23M 0.46%
26,714
+4,485
75
$1.22M 0.45%
36,748
+10,803
1 2
3
4 5