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
$349M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$1.41M
3
+$1.41M
4
LOW icon
Lowe's Companies
LOW
+$1.04M
5
VTRS icon
Viatris
VTRS
+$991K

Top Sells

1
+$1.98M
2
+$1.78M
3
+$1.49M
4
AAPL icon
Apple
AAPL
+$1.37M
5
SBUX icon
Starbucks
SBUX
+$1.29M

Sector Composition

1 Technology 20.04%
2 Healthcare 16.44%
3 Financials 15.3%
4 Energy 8.43%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.54M 0.73%
21,552
-775
52
$2.52M 0.72%
8,093
+9
53
$2.51M 0.72%
63,753
+187
54
$2.46M 0.71%
18,964
-604
55
$2.45M 0.7%
47,874
-1,533
56
$2.42M 0.69%
52,938
+69
57
$2.36M 0.68%
17,352
+446
58
$2.35M 0.67%
28,259
+9,515
59
$2.28M 0.65%
46,583
+18,182
60
$2.22M 0.64%
76,034
+2,085
61
$2.2M 0.63%
12,716
+1,375
62
$2.19M 0.63%
58,666
-9,415
63
$2.11M 0.61%
7,916
+13
64
$2.08M 0.6%
78,753
+681
65
$2.03M 0.58%
32,517
+22,604
66
$2.01M 0.58%
28,228
+3,380
67
$2M 0.57%
13,446
-337
68
$1.93M 0.55%
60,787
+6,703
69
$1.93M 0.55%
9,674
+5,221
70
$1.89M 0.54%
22,067
+1,160
71
$1.88M 0.54%
34,497
+22
72
$1.88M 0.54%
54,166
+91
73
$1.87M 0.54%
42,793
+849
74
$1.79M 0.51%
49,195
+534
75
$1.71M 0.49%
13,199
-470
1 2
3
4 5