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
$395M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.59M
3
+$2.59M
4
CSCO icon
Cisco
CSCO
+$2.57M
5
AMP icon
Ameriprise Financial
AMP
+$2.31M

Top Sells

1
+$2.69M
2
+$1.7M
3
+$1.32M
4
CHTR icon
Charter Communications
CHTR
+$1.17M
5
KLAC icon
KLA
KLAC
+$1.03M

Sector Composition

1 Technology 24.59%
2 Financials 16.33%
3 Healthcare 12.64%
4 Consumer Discretionary 11.62%
5 Communication Services 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.59M 0.66%
+15,673
52
$2.59M 0.65%
+12,520
53
$2.54M 0.64%
53,977
+460
54
$2.53M 0.64%
53,889
+706
55
$2.53M 0.64%
64,755
+44,129
56
$2.43M 0.61%
16,988
+1,267
57
$2.37M 0.6%
42,136
+3,179
58
$2.35M 0.59%
8,737
+296
59
$2.33M 0.59%
39,538
-146
60
$2.33M 0.59%
16,601
+1,258
61
$2.31M 0.59%
10,850
+314
62
$2.31M 0.58%
+7,650
63
$2.22M 0.56%
3,515
+110
64
$2.2M 0.56%
12,043
+131
65
$2.2M 0.56%
73,231
+4,669
66
$2.18M 0.55%
10,808
+2,422
67
$1.98M 0.5%
22,277
+5,445
68
$1.96M 0.5%
+9,138
69
$1.95M 0.49%
4,140
+93
70
$1.87M 0.47%
5,197
-2,774
71
$1.82M 0.46%
9,631
-4,591
72
$1.81M 0.46%
11,072
+523
73
$1.81M 0.46%
3,001
+80
74
$1.78M 0.45%
32,212
+2,426
75
$1.75M 0.44%
40,684
+839
1 2
3
4 5