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
$247M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.24M
3
+$1.64M
4
NFLX icon
Netflix
NFLX
+$1.17M
5
ORCL icon
Oracle
ORCL
+$1.16M

Top Sells

1
+$1.93M
2
+$1.76M
3
+$1.49M
4
WBA
Walgreens Boots Alliance
WBA
+$1.44M
5
CAT icon
Caterpillar
CAT
+$1.37M

Sector Composition

1 Financials 21.29%
2 Technology 20.49%
3 Healthcare 12.37%
4 Communication Services 10.23%
5 Consumer Discretionary 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.64%
8,769
-675
52
$1.59M 0.64%
18,785
+653
53
$1.57M 0.63%
11,587
-10,086
54
$1.56M 0.63%
44,141
-2,618
55
$1.55M 0.63%
22,637
-4,073
56
$1.44M 0.58%
20,601
+1,197
57
$1.33M 0.54%
22,737
-52
58
$1.22M 0.49%
15,190
+5,384
59
$1.19M 0.48%
8,791
+4,019
60
$1.17M 0.47%
+3,290
61
$1.17M 0.47%
9,494
-6,083
62
$1.16M 0.47%
+21,676
63
$1.15M 0.46%
12,736
+946
64
$1.08M 0.44%
11,810
+1,373
65
$1.03M 0.42%
61,681
+370
66
$1.03M 0.42%
18,939
+746
67
$1M 0.41%
31,667
+2,907
68
$1M 0.4%
33,310
-26,030
69
$1M 0.4%
21,357
-15,512
70
$995K 0.4%
5,971
-5,082
71
$934K 0.38%
11,553
-82
72
$903K 0.36%
7,290
+104
73
$872K 0.35%
2,040
+99
74
$837K 0.34%
18,630
-3,162
75
$835K 0.34%
12,850
+258
1 2
3
4 5