WIS

Wright Investors Service Portfolio holdings

AUM $345M
1-Year Est. Return 30.17%
This Quarter Est. Return
1 Year Est. Return
+30.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.43M
3
+$1.43M
4
MO icon
Altria Group
MO
+$1.26M
5
IBM icon
IBM
IBM
+$1.19M

Top Sells

1
+$3.05M
2
+$2.95M
3
+$1.81M
4
NEE icon
NextEra Energy
NEE
+$1.1M
5
CELG
Celgene Corp
CELG
+$969K

Sector Composition

1 Technology 21.6%
2 Financials 18.54%
3 Healthcare 12.8%
4 Communication Services 11.01%
5 Consumer Discretionary 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.95M 0.67%
45,810
+643
52
$1.94M 0.66%
31,521
+23,326
53
$1.91M 0.66%
20,421
-127
54
$1.86M 0.64%
6,345
-330
55
$1.82M 0.62%
31,051
+12,594
56
$1.74M 0.59%
18,335
+206
57
$1.63M 0.56%
8,246
+3,550
58
$1.62M 0.55%
26,878
-293
59
$1.54M 0.53%
16,901
-3,347
60
$1.49M 0.51%
22,834
-4,243
61
$1.49M 0.51%
41,591
+125
62
$1.43M 0.49%
+22,713
63
$1.4M 0.48%
32,044
+9,080
64
$1.4M 0.48%
21,484
-12,749
65
$1.38M 0.47%
24,977
-8,399
66
$1.36M 0.47%
9,904
-30
67
$1.36M 0.47%
24,229
-166
68
$1.35M 0.46%
7,683
-420
69
$1.35M 0.46%
2,678
-3
70
$1.33M 0.46%
22,606
-247
71
$1.26M 0.43%
+25,350
72
$1.26M 0.43%
24,703
+17,644
73
$1.25M 0.43%
4,216
+569
74
$1.18M 0.4%
59,383
-577
75
$1.18M 0.4%
55,170
-4,655
1 2
3
4 5