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
$382M
AUM Growth
+$2.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.28M
3
+$1.92M
4
EBAY icon
eBay
EBAY
+$1.83M
5
SYY icon
Sysco
SYY
+$1.64M

Top Sells

1
+$2.91M
2
+$2.61M
3
+$2.25M
4
JPM icon
JPMorgan Chase
JPM
+$1.8M
5
UNH icon
UnitedHealth
UNH
+$1.75M

Sector Composition

1 Technology 26.63%
2 Financials 15.46%
3 Healthcare 11.78%
4 Communication Services 10.33%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.21M 0.58%
18,805
52
$2.14M 0.56%
19,597
-4,817
53
$2.1M 0.55%
14,251
-4,113
54
$2.06M 0.54%
11,369
-231
55
$2.05M 0.54%
16,480
-23,376
56
$2M 0.52%
2,102
-844
57
$1.92M 0.5%
21,121
-8,452
58
$1.87M 0.49%
36,874
-31,077
59
$1.85M 0.49%
3,746
+1,529
60
$1.83M 0.48%
8,867
+2,344
61
$1.83M 0.48%
9,906
-3,962
62
$1.83M 0.48%
+28,088
63
$1.78M 0.47%
21,548
+327
64
$1.77M 0.46%
10,965
+5,620
65
$1.7M 0.45%
6,509
66
$1.68M 0.44%
3,404
-2,420
67
$1.68M 0.44%
37,460
-15,385
68
$1.66M 0.43%
26,969
-538
69
$1.64M 0.43%
22,316
+8,150
70
$1.61M 0.42%
51,305
-20,525
71
$1.56M 0.41%
19,060
+5,140
72
$1.54M 0.4%
36,067
-14,487
73
$1.52M 0.4%
13,146
-5,263
74
$1.47M 0.38%
+18,952
75
$1.38M 0.36%
+7,139
1 2
3
4 5