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
$232M
AUM Growth
-$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$961K
3
+$865K
4
IBM icon
IBM
IBM
+$802K
5
MCD icon
McDonald's
MCD
+$755K

Top Sells

1
+$2.21M
2
+$1.2M
3
+$1.08M
4
STZ icon
Constellation Brands
STZ
+$1.03M
5
LNC icon
Lincoln National
LNC
+$953K

Sector Composition

1 Technology 24.25%
2 Financials 16.47%
3 Healthcare 13.87%
4 Communication Services 10.94%
5 Consumer Discretionary 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.45M 0.63%
18,703
+368
52
$1.43M 0.62%
43,875
+3,114
53
$1.42M 0.61%
46,400
+7,206
54
$1.41M 0.61%
17,474
+573
55
$1.38M 0.59%
28,974
-4,001
56
$1.33M 0.57%
56,080
-20,710
57
$1.31M 0.56%
10,214
+310
58
$1.28M 0.55%
37,744
+13,041
59
$1.25M 0.54%
13,087
+453
60
$1.19M 0.51%
9,078
+50
61
$1.12M 0.48%
8,438
+755
62
$1.11M 0.48%
8,430
+3,301
63
$1.09M 0.47%
11,250
-2,510
64
$1.08M 0.47%
5,932
+1,446
65
$1.08M 0.46%
11,759
+2,648
66
$1.07M 0.46%
25,331
+1,102
67
$1.07M 0.46%
3,371
+25
68
$1.06M 0.46%
42,876
+1,285
69
$1.04M 0.45%
22,695
+89
70
$1.02M 0.44%
154,240
+36,960
71
$1.01M 0.44%
3,201
-1,015
72
$961K 0.41%
+4,412
73
$941K 0.41%
2,506
+1,097
74
$934K 0.4%
15,134
-7,700
75
$879K 0.38%
30,792
-259
1 2
3
4 5