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
$291M
AUM Growth
-$7.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$2.17M
3
+$2M
4
CAT icon
Caterpillar
CAT
+$1.87M
5
MPC icon
Marathon Petroleum
MPC
+$1.37M

Top Sells

1
+$2.44M
2
+$2.14M
3
+$2.09M
4
AET
Aetna Inc
AET
+$2.04M
5
BTI icon
British American Tobacco
BTI
+$1.69M

Sector Composition

1 Financials 20.62%
2 Technology 18.08%
3 Industrials 11.87%
4 Consumer Discretionary 11.1%
5 Healthcare 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.61M 0.55%
25,748
+15,783
52
$1.6M 0.55%
28,111
+13,791
53
$1.59M 0.55%
25,547
-2,753
54
$1.56M 0.54%
96,881
+48,452
55
$1.52M 0.52%
25,729
+10,286
56
$1.5M 0.52%
25,756
-203
57
$1.44M 0.5%
29,540
+1,127
58
$1.41M 0.48%
31,689
-18,771
59
$1.4M 0.48%
91,074
+109
60
$1.39M 0.48%
23,944
61
$1.36M 0.47%
14,303
-6,305
62
$1.3M 0.45%
7,697
-12,054
63
$1.29M 0.44%
55,935
+29,853
64
$1.26M 0.43%
19,585
+8,990
65
$1.23M 0.42%
+25,460
66
$1.23M 0.42%
17,957
+1,791
67
$1.18M 0.41%
6,851
68
$1.18M 0.41%
10,487
+40
69
$1.17M 0.4%
11,621
+1,639
70
$1.17M 0.4%
19,663
+551
71
$1.15M 0.4%
18,376
+1,451
72
$1.13M 0.39%
10,388
-7,366
73
$1.13M 0.39%
9,805
+4,128
74
$1.12M 0.39%
19,566
-8,757
75
$1.12M 0.39%
15,592
1 2
3
4 5