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
$345M
AUM Growth
-$9.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.91M
3
+$1.86M
4
KO icon
Coca-Cola
KO
+$1.66M
5
KVUE icon
Kenvue
KVUE
+$1.47M

Top Sells

1
+$2.15M
2
+$1.75M
3
+$1.2M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.19M
5
MSFT icon
Microsoft
MSFT
+$1.11M

Sector Composition

1 Technology 23.06%
2 Financials 15.48%
3 Healthcare 12.57%
4 Communication Services 9.93%
5 Consumer Discretionary 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.22M 0.64%
5,609
+810
52
$2.17M 0.63%
+75,778
53
$2.17M 0.63%
26,512
-8,739
54
$2.08M 0.6%
138,581
-79,783
55
$2.07M 0.6%
5,068
-1,044
56
$2.04M 0.59%
55,095
-575
57
$1.98M 0.57%
26,399
-233
58
$1.92M 0.56%
15,866
+301
59
$1.84M 0.53%
4,229
-8
60
$1.81M 0.53%
14,422
-15
61
$1.79M 0.52%
72,834
+1,071
62
$1.79M 0.52%
50,385
+725
63
$1.74M 0.51%
29,697
-16,154
64
$1.61M 0.47%
72,193
+30
65
$1.59M 0.46%
47,822
-825
66
$1.51M 0.44%
49,171
-11,687
67
$1.48M 0.43%
18,963
+8,375
68
$1.48M 0.43%
12,359
-6,541
69
$1.47M 0.43%
+73,057
70
$1.46M 0.42%
5,517
-8,107
71
$1.43M 0.41%
22,439
+398
72
$1.39M 0.4%
4,856
+1,338
73
$1.36M 0.39%
21,571
+262
74
$1.35M 0.39%
12,446
-600
75
$1.35M 0.39%
11,709
+201
1 2
3
4 5