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
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.68M
3
+$1.66M
4
USB icon
US Bancorp
USB
+$1.26M
5
INTC icon
Intel
INTC
+$1.01M

Top Sells

1
+$2.43M
2
+$1.76M
3
+$1.44M
4
ELV icon
Elevance Health
ELV
+$1.29M
5
MSFT icon
Microsoft
MSFT
+$1.12M

Sector Composition

1 Technology 23.43%
2 Financials 17.49%
3 Healthcare 12.43%
4 Consumer Discretionary 10.53%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.39M 0.67%
5,609
52
$2.36M 0.66%
62,469
-7,455
53
$2.34M 0.66%
47,180
+33,420
54
$2.3M 0.65%
23,718
-4,067
55
$2.26M 0.64%
34,967
-5,992
56
$2.24M 0.63%
+13,194
57
$2.13M 0.6%
9,406
+3,768
58
$2.12M 0.6%
13,655
-767
59
$2.08M 0.59%
22,348
-4,164
60
$2.04M 0.58%
25,232
-1,167
61
$2.02M 0.57%
4,154
+977
62
$2.01M 0.57%
13,922
+1,476
63
$1.97M 0.56%
117,562
-21,019
64
$1.83M 0.51%
61,318
-11,516
65
$1.78M 0.5%
3,932
-1,136
66
$1.68M 0.47%
+2,882
67
$1.67M 0.47%
43,422
+13,568
68
$1.64M 0.46%
13,465
-2,401
69
$1.57M 0.44%
72,703
-354
70
$1.55M 0.44%
43,002
-7,383
71
$1.51M 0.43%
29,278
-2,011
72
$1.47M 0.41%
50,949
+3,127
73
$1.45M 0.41%
4,835
-21
74
$1.44M 0.41%
6,378
-440
75
$1.42M 0.4%
19,027
-3,412
1 2
3
4 5