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
$275M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.75M
3
+$1.01M
4
CC icon
Chemours
CC
+$926K
5
AFL icon
Aflac
AFL
+$877K

Top Sells

1
+$2.61M
2
+$1.26M
3
+$1.07M
4
JBLU icon
JetBlue
JBLU
+$972K
5
WFC icon
Wells Fargo
WFC
+$943K

Sector Composition

1 Financials 19.66%
2 Technology 15.88%
3 Industrials 12.49%
4 Healthcare 11.65%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.53%
27,665
-185
52
$1.4M 0.51%
10,238
-7
53
$1.38M 0.5%
7,535
+120
54
$1.35M 0.49%
53,417
+430
55
$1.32M 0.48%
53,399
+21,064
56
$1.27M 0.46%
91,197
+11,247
57
$1.27M 0.46%
8,708
-169
58
$1.26M 0.46%
22,434
+419
59
$1.23M 0.45%
16,045
+8,370
60
$1.2M 0.44%
24,882
+212
61
$1.2M 0.44%
23,744
+18,289
62
$1.2M 0.43%
3,817
+1,439
63
$1.16M 0.42%
6,774
+79
64
$1.15M 0.42%
14,951
-271
65
$1.14M 0.41%
61,651
-1,634
66
$1.13M 0.41%
9,497
+454
67
$1.11M 0.4%
7,979
-7,748
68
$1.08M 0.39%
17,202
+245
69
$1.06M 0.39%
25,105
-2,613
70
$1.06M 0.39%
8,875
+1,020
71
$1.06M 0.38%
36,667
+2,672
72
$1.05M 0.38%
27,640
+360
73
$1.05M 0.38%
64,750
+3,225
74
$1.04M 0.38%
9,010
+107
75
$1.04M 0.38%
8,864
-251
1 2
3
4 5