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
$350M
AUM Growth
-$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.62M
3
+$2.37M
4
CE icon
Celanese
CE
+$2.26M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.25M

Top Sells

1
+$2.48M
2
+$2.26M
3
+$1.92M
4
COP icon
ConocoPhillips
COP
+$1.85M
5
SPGI icon
S&P Global
SPGI
+$1.7M

Sector Composition

1 Technology 21.75%
2 Healthcare 15.86%
3 Financials 13.85%
4 Communication Services 10.24%
5 Consumer Discretionary 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.44M 0.7%
58,213
+889
52
$2.35M 0.67%
81,180
+15,049
53
$2.32M 0.66%
59,755
-5,821
54
$2.29M 0.66%
16,873
+781
55
$2.27M 0.65%
12,984
+195
56
$2.26M 0.65%
+19,240
57
$2.26M 0.65%
28,383
-17,524
58
$2.26M 0.65%
5,252
+260
59
$2.2M 0.63%
7,912
-2,829
60
$2.16M 0.62%
79,629
+4,077
61
$2.08M 0.59%
45,089
+556
62
$2.06M 0.59%
53,847
+11,741
63
$2M 0.57%
8,916
-633
64
$1.99M 0.57%
22,196
-20,553
65
$1.96M 0.56%
84,104
+4,224
66
$1.92M 0.55%
8,087
+282
67
$1.84M 0.52%
5,823
+1,982
68
$1.72M 0.49%
26,032
+1,520
69
$1.67M 0.48%
5,926
+192
70
$1.67M 0.48%
12,032
+298
71
$1.59M 0.45%
+16,711
72
$1.57M 0.45%
26,223
+1,794
73
$1.55M 0.44%
69,096
-7,917
74
$1.55M 0.44%
6,400
+5,617
75
$1.55M 0.44%
31,065
+5,279
1 2
3
4 5