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
$261M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.34M
3
+$1.91M
4
TER icon
Teradyne
TER
+$1.34M
5
GIS icon
General Mills
GIS
+$1.22M

Top Sells

1
+$4M
2
+$2.75M
3
+$2.57M
4
AMZN icon
Amazon
AMZN
+$2.49M
5
BA icon
Boeing
BA
+$2.32M

Sector Composition

1 Technology 25.45%
2 Financials 16.12%
3 Healthcare 12.69%
4 Communication Services 10.63%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.61%
6,199
+1,787
52
$1.52M 0.58%
15,993
-27,015
53
$1.5M 0.58%
41,210
-5,190
54
$1.5M 0.58%
10,619
+405
55
$1.49M 0.57%
12,903
-15,287
56
$1.48M 0.57%
14,065
+978
57
$1.43M 0.55%
46,875
+3,000
58
$1.34M 0.52%
+15,902
59
$1.32M 0.51%
2,902
+396
60
$1.31M 0.5%
7,734
-489
61
$1.3M 0.5%
46,097
+27,434
62
$1.24M 0.48%
27,242
+13,287
63
$1.22M 0.47%
27,274
+1,943
64
$1.2M 0.46%
46,251
+3,375
65
$1.19M 0.46%
36,651
+15,446
66
$1.18M 0.45%
+19,149
67
$1.17M 0.45%
+6,906
68
$1.13M 0.43%
28,659
-11,038
69
$1.03M 0.4%
+25,833
70
$1M 0.38%
6,690
-1,748
71
$983K 0.38%
29,585
+1,835
72
$981K 0.38%
8,800
-2,450
73
$965K 0.37%
26,206
+1,815
74
$958K 0.37%
+5,602
75
$937K 0.36%
34,115
-47,595
1 2
3
4 5