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
$231M
AUM Growth
-$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.6M
3
+$1.48M
4
MET icon
MetLife
MET
+$1.33M
5
SIVB
SVB Financial Group
SIVB
+$1.23M

Top Sells

1
+$2.31M
2
+$2.27M
3
+$1.9M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$1.88M
5
BTI icon
British American Tobacco
BTI
+$1.8M

Sector Composition

1 Financials 19.31%
2 Technology 14.77%
3 Industrials 13.69%
4 Healthcare 11.02%
5 Consumer Discretionary 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.6%
19,765
+7,655
52
$1.36M 0.59%
12,873
-10,685
53
$1.33M 0.58%
16,085
-3,925
54
$1.32M 0.57%
12,645
-10,375
55
$1.27M 0.55%
57,510
+28,475
56
$1.27M 0.55%
8,255
+1,170
57
$1.23M 0.53%
+7,150
58
$1.23M 0.53%
22,080
+11,025
59
$1.18M 0.51%
10,053
+80
60
$1.17M 0.51%
46,360
-6,920
61
$1.17M 0.51%
26,885
-24,945
62
$1.16M 0.5%
+32,585
63
$1.13M 0.49%
17,337
-9,179
64
$1.08M 0.47%
15,120
-2,260
65
$1.05M 0.45%
8,370
+735
66
$1.04M 0.45%
713
-30
67
$1.04M 0.45%
12,435
+1,600
68
$1.04M 0.45%
24,670
-27,525
69
$1.02M 0.44%
20,059
-23,565
70
$989K 0.43%
11,130
-1,615
71
$984K 0.43%
14,264
+5,189
72
$980K 0.42%
41,860
+17,270
73
$972K 0.42%
6,417
-1,687
74
$965K 0.42%
20,360
+13,195
75
$964K 0.42%
20,365
-16,345
1 2
3
4 5