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
$265M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$2.02M
3
+$1.65M
4
AMT icon
American Tower
AMT
+$1.36M
5
MSFT icon
Microsoft
MSFT
+$1.31M

Top Sells

1
+$2.65M
2
+$2.46M
3
+$2.21M
4
DHR icon
Danaher
DHR
+$1.18M
5
SCHW icon
Charles Schwab
SCHW
+$1.14M

Sector Composition

1 Financials 18.41%
2 Technology 15.34%
3 Industrials 12.64%
4 Healthcare 11.32%
5 Consumer Discretionary 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.51%
23,164
+8,630
52
$1.26M 0.48%
16,045
-8,620
53
$1.26M 0.47%
7,415
+920
54
$1.25M 0.47%
22,490
+2,615
55
$1.24M 0.47%
52,987
-15,570
56
$1.2M 0.45%
6,695
+1,100
57
$1.19M 0.45%
27,718
+315
58
$1.19M 0.45%
35,370
-3,495
59
$1.15M 0.44%
8,877
+305
60
$1.15M 0.44%
8,903
+2,097
61
$1.14M 0.43%
609
-139
62
$1.14M 0.43%
15,222
-5,218
63
$1.11M 0.42%
22,015
+3,430
64
$1.1M 0.42%
79,950
+20,655
65
$1.1M 0.42%
63,285
-15,020
66
$1.05M 0.4%
27,280
+7,045
67
$1.04M 0.39%
16,957
+3,910
68
$1.03M 0.39%
14,628
+2,400
69
$1.02M 0.38%
9,115
-885
70
$1M 0.38%
16,705
+6,800
71
$1M 0.38%
15,690
+2,565
72
$998K 0.38%
9,043
-3,475
73
$985K 0.37%
24,670
+9,550
74
$981K 0.37%
33,505
-785
75
$972K 0.37%
42,585
-21,045
1 2
3
4 5