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
$273M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$2.19M
3
+$1.98M
4
KO icon
Coca-Cola
KO
+$1.82M
5
WFC icon
Wells Fargo
WFC
+$1.52M

Top Sells

1
+$3.12M
2
+$1.98M
3
+$1.34M
4
LEA icon
Lear
LEA
+$1.27M
5
ALL icon
Allstate
ALL
+$1.18M

Sector Composition

1 Financials 18.79%
2 Technology 18.69%
3 Healthcare 14.8%
4 Industrials 10.32%
5 Consumer Discretionary 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.82M 0.66%
+39,340
52
$1.79M 0.66%
26,597
-53
53
$1.6M 0.58%
29,890
+23,966
54
$1.57M 0.57%
4,946
-1,164
55
$1.54M 0.57%
19,943
+453
56
$1.52M 0.56%
+28,933
57
$1.42M 0.52%
18,600
+687
58
$1.38M 0.51%
20,413
-7,294
59
$1.38M 0.51%
196,600
-65,880
60
$1.38M 0.5%
10,624
+513
61
$1.36M 0.5%
2,885
-503
62
$1.3M 0.48%
56,034
-207
63
$1.29M 0.47%
19,270
+978
64
$1.23M 0.45%
20,639
65
$1.16M 0.43%
19,108
+883
66
$1.14M 0.42%
21,830
67
$1.06M 0.39%
3,008
+12
68
$1.04M 0.38%
5,331
-22
69
$1.01M 0.37%
11,327
70
$981K 0.36%
4,709
71
$971K 0.36%
12,137
+606
72
$957K 0.35%
+30,781
73
$953K 0.35%
20,405
-901
74
$897K 0.33%
12,827
+104
75
$897K 0.33%
30,659
+1,570
1 2
3
4 5