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
$291M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$2.82M
3
+$2.45M
4
LH icon
Labcorp
LH
+$2.02M
5
ETSY icon
Etsy
ETSY
+$1.56M

Top Sells

1
+$4.75M
2
+$3.38M
3
+$2.14M
4
AMZN icon
Amazon
AMZN
+$1.83M
5
V icon
Visa
V
+$1.81M

Sector Composition

1 Technology 22.95%
2 Financials 18.48%
3 Consumer Discretionary 12.21%
4 Healthcare 11.57%
5 Communication Services 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.91M 0.66%
3,817
-591
52
$1.86M 0.64%
20,533
-781
53
$1.83M 0.63%
3,388
+180
54
$1.79M 0.62%
31,724
-6,217
55
$1.74M 0.6%
38,841
+16,149
56
$1.74M 0.6%
37,049
-3,793
57
$1.74M 0.6%
30,809
+1,053
58
$1.71M 0.59%
14,232
+107
59
$1.64M 0.56%
7,642
+4,271
60
$1.61M 0.55%
13,359
-1,340
61
$1.61M 0.55%
11,975
+367
62
$1.56M 0.53%
+8,744
63
$1.46M 0.5%
6,367
-3,857
64
$1.44M 0.49%
50,990
+391
65
$1.37M 0.47%
3,330
+936
66
$1.36M 0.47%
29,157
+329
67
$1.36M 0.47%
26,299
+14,230
68
$1.34M 0.46%
39,681
+397
69
$1.29M 0.44%
6,216
-541
70
$1.29M 0.44%
18,804
-18,735
71
$1.27M 0.44%
33,106
+538
72
$1.26M 0.43%
8,017
-4,789
73
$1.25M 0.43%
33,394
-11,234
74
$1.22M 0.42%
13,145
+3,648
75
$1.19M 0.41%
24,206
-5,385
1 2
3
4 5