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
+$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.63M
3
+$1.41M
4
AXP icon
American Express
AXP
+$1.02M
5
ADI icon
Analog Devices
ADI
+$1M

Top Sells

1
+$2.69M
2
+$2.38M
3
+$1.98M
4
AVGO icon
Broadcom
AVGO
+$1.96M
5
TGT icon
Target
TGT
+$1.76M

Sector Composition

1 Technology 22.31%
2 Healthcare 14.3%
3 Financials 13.91%
4 Consumer Discretionary 8.88%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.49M 0.71%
63,998
+245
52
$2.4M 0.68%
23,136
-16,345
53
$2.3M 0.65%
17,153
-199
54
$2.22M 0.63%
26,963
-5,554
55
$2.18M 0.62%
19,470
-2,239
56
$2.17M 0.62%
37,228
-9,754
57
$2.13M 0.6%
78,950
+197
58
$2.08M 0.59%
74,835
-1,199
59
$2.05M 0.58%
59,302
+636
60
$2.01M 0.57%
49,356
+1,482
61
$1.97M 0.56%
9,288
+4,187
62
$1.97M 0.56%
54,665
+499
63
$1.95M 0.55%
49,720
+525
64
$1.95M 0.55%
15,269
+479
65
$1.93M 0.55%
6,751
-1,165
66
$1.92M 0.55%
5,406
-2,304
67
$1.91M 0.54%
23,080
+1,013
68
$1.87M 0.53%
18,880
-2,672
69
$1.87M 0.53%
6,087
-2,006
70
$1.81M 0.51%
40,494
-12,444
71
$1.78M 0.51%
+25,638
72
$1.7M 0.48%
61,310
-3,920
73
$1.7M 0.48%
32,422
+4,163
74
$1.68M 0.48%
24,434
+442
75
$1.62M 0.46%
46,447
-1,225
1 2
3
4 5