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
$355M
AUM Growth
+$2.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.89M
3
+$1.82M
4
TSLA icon
Tesla
TSLA
+$1.72M
5
CAT icon
Caterpillar
CAT
+$1.69M

Top Sells

1
+$2.86M
2
+$2.49M
3
+$1.58M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.54M
5
CBRE icon
CBRE Group
CBRE
+$1.42M

Sector Composition

1 Technology 25.42%
2 Financials 13.03%
3 Healthcare 12.85%
4 Consumer Discretionary 10.01%
5 Communication Services 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.49M 0.7%
41,345
-4,130
52
$2.46M 0.69%
7,983
+1,232
53
$2.46M 0.69%
27,359
-2,719
54
$2.15M 0.61%
15,565
-1,588
55
$2.08M 0.59%
32,585
-4,643
56
$2.08M 0.59%
60,858
+32,385
57
$2.06M 0.58%
72,163
+12,861
58
$2.05M 0.58%
26,632
+3,552
59
$1.96M 0.55%
18,900
+20
60
$1.92M 0.54%
71,763
-7,187
61
$1.92M 0.54%
9,071
-217
62
$1.89M 0.53%
+4,799
63
$1.88M 0.53%
14,277
-1,425
64
$1.82M 0.51%
+7,665
65
$1.81M 0.51%
4,237
-1,169
66
$1.81M 0.51%
5,310
+268
67
$1.8M 0.51%
68,037
-6,798
68
$1.78M 0.5%
48,647
-709
69
$1.75M 0.49%
38,525
-1,969
70
$1.69M 0.48%
3,837
+1,640
71
$1.67M 0.47%
14,437
+196
72
$1.58M 0.45%
13,046
-853
73
$1.58M 0.45%
49,660
-5,005
74
$1.57M 0.44%
36,362
+16,917
75
$1.49M 0.42%
40,026
-23,972
1 2
3
4 5