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
$352M
AUM Growth
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$2.51M
3
+$2.33M
4
ETSY icon
Etsy
ETSY
+$2.17M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.06M

Top Sells

1
+$3.2M
2
+$3.1M
3
+$2.72M
4
TSLA icon
Tesla
TSLA
+$2.25M
5
CVX icon
Chevron
CVX
+$2.11M

Sector Composition

1 Technology 23.18%
2 Financials 18.02%
3 Healthcare 12.15%
4 Communication Services 11.71%
5 Consumer Discretionary 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.31M 0.66%
6,700
-199
52
$2.28M 0.65%
23,390
-80
53
$2.21M 0.63%
8,441
-733
54
$2.21M 0.63%
48,572
-17,143
55
$2.19M 0.62%
41,826
+2,682
56
$2.17M 0.62%
6,480
+4,202
57
$2.17M 0.62%
+10,424
58
$2.15M 0.61%
72,432
+4,696
59
$2.08M 0.59%
15,721
+1,021
60
$2.06M 0.59%
+3,405
61
$2.02M 0.58%
5,427
+104
62
$1.91M 0.54%
68,562
+4,487
63
$1.91M 0.54%
3,311
+89
64
$1.87M 0.53%
14,710
-24,371
65
$1.86M 0.53%
15,343
+987
66
$1.84M 0.52%
8,386
-4,851
67
$1.78M 0.51%
2,921
-346
68
$1.77M 0.5%
10,549
+259
69
$1.72M 0.49%
+4,047
70
$1.71M 0.49%
39,684
+9,161
71
$1.7M 0.48%
+14,428
72
$1.63M 0.46%
39,845
+373
73
$1.62M 0.46%
29,786
-11,304
74
$1.54M 0.44%
11,912
+1,064
75
$1.52M 0.43%
8,986
-1,905
1 2
3
4 5