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
$247M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.4M
3
+$1.19M
4
IBM icon
IBM
IBM
+$1.15M
5
T icon
AT&T
T
+$1.09M

Top Sells

1
+$1.44M
2
+$1.27M
3
+$964K
4
SIVB
SVB Financial Group
SIVB
+$826K
5
INTC icon
Intel
INTC
+$812K

Sector Composition

1 Financials 18.19%
2 Technology 15.78%
3 Industrials 12.4%
4 Healthcare 12.24%
5 Communication Services 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.55%
494,600
+178,400
52
$1.33M 0.54%
748
+35
53
$1.31M 0.53%
63,630
-17,500
54
$1.28M 0.52%
10,663
+610
55
$1.24M 0.5%
83,125
-10,900
56
$1.22M 0.49%
38,865
-7,495
57
$1.21M 0.49%
11,066
-1,435
58
$1.21M 0.49%
30,795
+6,670
59
$1.18M 0.48%
15,612
+1,348
60
$1.18M 0.48%
78,305
+21,435
61
$1.13M 0.46%
23,910
+3,550
62
$1.11M 0.45%
19,875
-5,145
63
$1.1M 0.45%
44,815
+2,955
64
$1.08M 0.44%
6,495
+2,205
65
$1.07M 0.43%
8,572
+400
66
$1.06M 0.43%
12,935
+855
67
$1.06M 0.43%
8,185
+495
68
$1.04M 0.42%
16,810
-2,955
69
$1.03M 0.42%
10,000
-1,130
70
$1.03M 0.42%
23,770
-3,115
71
$1.02M 0.41%
8,145
+1,260
72
$1M 0.41%
34,290
+17,570
73
$974K 0.39%
8,965
-3,400
74
$972K 0.39%
6,806
+389
75
$941K 0.38%
18,659
-1,400
1 2
3
4 5