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
$252M
AUM Growth
-$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$1.17M
3
+$1.12M
4
AXP icon
American Express
AXP
+$1.09M
5
CMCSA icon
Comcast
CMCSA
+$820K

Top Sells

1
+$2.27M
2
+$2.2M
3
+$2.03M
4
AMZN icon
Amazon
AMZN
+$1.75M
5
T icon
AT&T
T
+$1.73M

Sector Composition

1 Technology 19.48%
2 Financials 18.41%
3 Healthcare 13.38%
4 Consumer Discretionary 11.08%
5 Industrials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.62%
25,635
-94
52
$1.55M 0.62%
262,480
-90,520
53
$1.45M 0.58%
21,195
-4,561
54
$1.45M 0.57%
5,875
+403
55
$1.36M 0.54%
19,490
-173
56
$1.34M 0.53%
10,111
-16,560
57
$1.34M 0.53%
58,400
+2,465
58
$1.27M 0.5%
6,815
+2,706
59
$1.26M 0.5%
22,174
+2,589
60
$1.24M 0.49%
17,913
-44
61
$1.18M 0.47%
18,292
-84
62
$1.17M 0.47%
56,241
-40,640
63
$1.17M 0.47%
+19,501
64
$1.15M 0.46%
15,068
-524
65
$1.09M 0.43%
5,353
+2,324
66
$1.08M 0.43%
16,639
-9,109
67
$1.07M 0.42%
20,639
+3,394
68
$1.05M 0.42%
18,225
-471
69
$930K 0.37%
21,626
-115
70
$929K 0.37%
21,306
-15,965
71
$912K 0.36%
11,531
-30
72
$906K 0.36%
23,792
+10,110
73
$900K 0.36%
11,327
-398
74
$884K 0.35%
21,830
-766
75
$871K 0.35%
12,723
-16,817
1 2
3
4 5