WIS

Wright Investors Service Portfolio holdings

AUM $345M
1-Year Est. Return 30.17%
This Quarter Est. Return
1 Year Est. Return
+30.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
-$3.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.53M
3
+$1.48M
4
BHP icon
BHP
BHP
+$1.41M
5
IBM icon
IBM
IBM
+$1.23M

Top Sells

1
+$1.95M
2
+$1.73M
3
+$1.55M
4
DEG
ETABLISSEMENT DELHZ ADS 4 ADS REPTGS 1 ORD SHS
DEG
+$1.15M
5
TTE icon
TotalEnergies
TTE
+$1.1M

Sector Composition

1 Technology 16.07%
2 Financials 14.18%
3 Healthcare 13.02%
4 Industrials 11.81%
5 Consumer Discretionary 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.58M 0.66%
47,455
-9,250
52
$1.58M 0.66%
51,710
-370
53
$1.53M 0.64%
+32,557
54
$1.52M 0.63%
16,600
+1,475
55
$1.48M 0.62%
17,570
-955
56
$1.44M 0.6%
20,530
+7,470
57
$1.43M 0.6%
27,650
-2,110
58
$1.43M 0.6%
6,670
-875
59
$1.41M 0.59%
15,876
+90
60
$1.41M 0.59%
+45,501
61
$1.4M 0.58%
45,930
-31,740
62
$1.36M 0.57%
53,280
-8,480
63
$1.35M 0.56%
20,595
-160
64
$1.33M 0.56%
28,316
+103
65
$1.29M 0.54%
8,330
-230
66
$1.29M 0.54%
22,810
+3,720
67
$1.29M 0.54%
29,060
-1,495
68
$1.18M 0.49%
7,085
+1,770
69
$1.17M 0.49%
27,298
+29
70
$1.17M 0.49%
37,514
+152
71
$1.16M 0.48%
17,380
-960
72
$1.15M 0.48%
8,104
+1,809
73
$1.14M 0.48%
25,764
-57
74
$1.13M 0.47%
33,678
-58,260
75
$1.11M 0.46%
+17,340
1 2
3
4 5