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
$318M
AUM Growth
-$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$1.8M
3
+$1.73M
4
COST icon
Costco
COST
+$1.66M
5
PYPL icon
PayPal
PYPL
+$1.62M

Top Sells

1
+$1.84M
2
+$1.73M
3
+$1.6M
4
TGT icon
Target
TGT
+$1.51M
5
UNH icon
UnitedHealth
UNH
+$1.47M

Sector Composition

1 Technology 21.29%
2 Healthcare 15.58%
3 Financials 14.24%
4 Consumer Discretionary 9.71%
5 Communication Services 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.16M 0.68%
49,407
-16,413
52
$2.14M 0.67%
24,848
+18,824
53
$2.14M 0.67%
68,081
-15,021
54
$2.13M 0.67%
52,869
+26,685
55
$2.1M 0.66%
18,636
-3,483
56
$2.08M 0.65%
7,499
+1,099
57
$2.07M 0.65%
54,084
+237
58
$2.04M 0.64%
8,084
-3
59
$2.03M 0.64%
7,903
-9
60
$1.95M 0.61%
21,680
+4,969
61
$1.93M 0.61%
13,783
-3,090
62
$1.93M 0.61%
26,364
-2,019
63
$1.9M 0.6%
16,906
-1,290
64
$1.88M 0.59%
73,949
-5,680
65
$1.8M 0.57%
+37,229
66
$1.71M 0.54%
54,075
-4,138
67
$1.71M 0.54%
60,775
-20,405
68
$1.69M 0.53%
41,944
-3,145
69
$1.68M 0.53%
11,341
+36
70
$1.68M 0.53%
78,072
-6,032
71
$1.66M 0.52%
48,661
-11,094
72
$1.64M 0.52%
34,475
+3,410
73
$1.56M 0.49%
5,989
+63
74
$1.53M 0.48%
13,669
-8,876
75
$1.42M 0.45%
9,540
-726
1 2
3
4 5