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
$262M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.17M
3
+$2.08M
4
AVGO icon
Broadcom
AVGO
+$1.5M
5
SBUX icon
Starbucks
SBUX
+$1.39M

Top Sells

1
+$1.73M
2
+$1.52M
3
+$1.3M
4
MPC icon
Marathon Petroleum
MPC
+$1.18M
5
ORCL icon
Oracle
ORCL
+$1.16M

Sector Composition

1 Financials 20.7%
2 Technology 19.84%
3 Healthcare 11.64%
4 Communication Services 11.02%
5 Consumer Discretionary 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.59M 0.61%
23,869
+1,232
52
$1.53M 0.58%
8,826
+57
53
$1.52M 0.58%
27,223
-21,171
54
$1.5M 0.57%
21,867
+1,266
55
$1.48M 0.56%
22,932
+195
56
$1.4M 0.53%
27,465
+6,108
57
$1.4M 0.53%
10,185
+691
58
$1.39M 0.53%
+16,517
59
$1.38M 0.53%
26,282
-7,439
60
$1.33M 0.51%
15,934
+744
61
$1.32M 0.5%
9,679
-1,908
62
$1.3M 0.5%
22,039
-9,847
63
$1.25M 0.48%
6,029
+2,041
64
$1.24M 0.47%
9,390
+599
65
$1.21M 0.46%
13,664
+928
66
$1.2M 0.46%
3,278
-12
67
$1.19M 0.45%
11,772
-38
68
$1.17M 0.44%
19,990
+1,051
69
$1.07M 0.41%
3,627
+1,885
70
$1.07M 0.41%
35,397
-8,744
71
$1.05M 0.4%
33,792
+2,125
72
$1.03M 0.39%
7,748
+458
73
$1.02M 0.39%
2,175
+135
74
$1.01M 0.39%
60,328
+17,846
75
$923K 0.35%
12,054
+501
1 2
3
4 5