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
$233M
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.51M
3
+$1.5M
4
MCD icon
McDonald's
MCD
+$1.37M
5
MPC icon
Marathon Petroleum
MPC
+$1.16M

Top Sells

1
+$3.11M
2
+$2.25M
3
+$1.57M
4
HD icon
Home Depot
HD
+$1.16M
5
SYF icon
Synchrony
SYF
+$957K

Sector Composition

1 Financials 19.69%
2 Technology 18.54%
3 Healthcare 16.33%
4 Industrials 9.72%
5 Communication Services 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.65%
+59,340
52
$1.47M 0.63%
7,238
-7,690
53
$1.45M 0.62%
11,053
-17,182
54
$1.45M 0.62%
9,444
-552
55
$1.41M 0.6%
46,759
-1,118
56
$1.37M 0.59%
+7,728
57
$1.37M 0.59%
24,374
-5,516
58
$1.36M 0.58%
21,838
+1,895
59
$1.36M 0.58%
18,132
-408
60
$1.3M 0.56%
18,715
-555
61
$1.17M 0.5%
22,789
+13,567
62
$1.09M 0.47%
10,100
-524
63
$1.08M 0.46%
9,891
+7,499
64
$1.05M 0.45%
19,404
-1,009
65
$1.02M 0.44%
11,790
-347
66
$957K 0.41%
21,792
-38
67
$914K 0.39%
273,760
+77,160
68
$911K 0.39%
3,027
+19
69
$905K 0.39%
18,193
-915
70
$902K 0.39%
20,580
-6,017
71
$893K 0.38%
4,701
-8
72
$879K 0.38%
61,311
+5,277
73
$851K 0.36%
10,437
+5,614
74
$832K 0.36%
29,790
+19,328
75
$819K 0.35%
7,186
-196
1 2
3
4 5