WIS

Wright Investors Service Portfolio holdings

AUM $345M
1-Year Est. Return 30.17%
This Quarter Est. Return
1 Year Est. Return
+30.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
-$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$2.05M
3
+$1.88M
4
TSLA icon
Tesla
TSLA
+$1.75M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.65M

Top Sells

1
+$1.89M
2
+$1.63M
3
+$1.55M
4
CVS icon
CVS Health
CVS
+$1.52M
5
JBL icon
Jabil
JBL
+$1.34M

Sector Composition

1 Technology 26.06%
2 Financials 17.72%
3 Healthcare 12.3%
4 Communication Services 11.98%
5 Consumer Discretionary 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.63M 0.54%
23,003
-754
52
$1.6M 0.53%
23,560
+305
53
$1.58M 0.52%
55,701
-2,836
54
$1.46M 0.48%
+3,021
55
$1.4M 0.46%
18,934
-144
56
$1.4M 0.46%
19,481
+6,084
57
$1.39M 0.46%
8,732
-9,763
58
$1.34M 0.44%
16,683
+392
59
$1.32M 0.44%
9,958
-73
60
$1.28M 0.42%
33,730
-457
61
$1.22M 0.4%
36,969
-237
62
$1.21M 0.4%
5,552
+458
63
$1.2M 0.4%
7,147
-329
64
$1.16M 0.38%
15,718
-121
65
$1.13M 0.37%
8,817
+3,113
66
$1.09M 0.36%
+7,140
67
$1.07M 0.35%
3,850
-3,672
68
$1.01M 0.33%
+6,007
69
$1.01M 0.33%
1,656
-1,529
70
$1M 0.33%
12,392
+1,027
71
$999K 0.33%
9,510
-5,085
72
$959K 0.32%
10,900
-3,684
73
$955K 0.32%
14,584
-12,435
74
$953K 0.32%
21,012
-802
75
$949K 0.31%
9,869
-75
1 2
3
4 5