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
$330M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.43M
3
+$3.4M
4
CVX icon
Chevron
CVX
+$3.09M
5
TSLA icon
Tesla
TSLA
+$2.97M

Top Sells

1
+$2.99M
2
+$2.5M
3
+$2.5M
4
TXN icon
Texas Instruments
TXN
+$2.23M
5
HD icon
Home Depot
HD
+$2.04M

Sector Composition

1 Financials 20.49%
2 Technology 19.63%
3 Healthcare 11.9%
4 Communication Services 11.17%
5 Consumer Discretionary 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.23M 0.67%
4,267
+879
52
$2.08M 0.63%
10,650
+6,925
53
$2.04M 0.62%
84,001
+53,982
54
$2.04M 0.62%
27,680
+2,479
55
$2.02M 0.61%
39,939
+6,833
56
$1.99M 0.6%
4,757
+1,427
57
$1.98M 0.6%
37,492
-33,412
58
$1.96M 0.59%
14,100
+2,125
59
$1.95M 0.59%
67,584
+35,212
60
$1.94M 0.59%
35,049
+5,892
61
$1.93M 0.58%
+65,129
62
$1.78M 0.54%
10,858
+2,841
63
$1.78M 0.54%
61,600
+10,610
64
$1.75M 0.53%
18,380
-2,153
65
$1.74M 0.53%
4,837
-2,526
66
$1.61M 0.49%
24,107
-99
67
$1.59M 0.48%
6,398
+31
68
$1.59M 0.48%
13,776
+2,089
69
$1.58M 0.48%
26,560
+5,320
70
$1.52M 0.46%
4,114
-8,101
71
$1.51M 0.46%
+41,288
72
$1.49M 0.45%
19,209
+7,852
73
$1.48M 0.45%
29,235
+129
74
$1.47M 0.45%
18,940
+136
75
$1.46M 0.44%
3,900
+2,401
1 2
3
4 5