WIS
Wright Investors Service Portfolio holdings
AUM
$331M
1-Year Est. Return
28.2%
1 Year Est. Return
+28.2%
AUM
$303M
AUM Growth
-$5.42M
(-1.8%)
Holding
154
Top Buys
| 1 | +$2.09M | |
| 2 | +$2.05M | |
| 3 | +$1.88M | |
| 4 |
Tesla
TSLA
|
+$1.75M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$1.65M |
Top Sells
| 1 | +$1.89M | |
| 2 | +$1.63M | |
| 3 | +$1.55M | |
| 4 |
CVS Health
CVS
|
+$1.52M |
| 5 |
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
Citigroup
C
$178B
| $1.63M | 0.54% |
23,003
-754
|
|
||
52
eBay
EBAY
$43.7B
| $1.6M | 0.53% |
23,560
+305
|
|
||
53
AT&T
T
$187B
| $1.58M | 0.52% |
55,701
-2,836
|
|
||
54
Ameriprise Financial
AMP
$44.6B
| $1.46M | 0.48% |
+3,021
|
|
||
55
Howard Hughes
HHH
$4.79B
| $1.4M | 0.46% |
18,934
-144
|
|
||
56
Wells Fargo
WFC
$271B
| $1.4M | 0.46% |
19,481
+6,084
|
|
||
57
Philip Morris
PM
$246B
| $1.39M | 0.46% |
8,732
-9,763
|
|
||
58
MetLife
MET
$52.4B
| $1.34M | 0.44% |
16,683
+392
|
|
||
59
RTX Corp
RTX
$215B
| $1.32M | 0.44% |
9,958
-73
|
|
||
60
Omega Healthcare
OHI
$12.1B
| $1.28M | 0.42% |
33,730
-457
|
|
||
61
UGI
UGI
$7.04B
| $1.22M | 0.4% |
36,969
-237
|
|
||
62
American Tower
AMT
$90.4B
| $1.21M | 0.4% |
5,552
+458
|
|
||
63
Chevron
CVX
$311B
| $1.2M | 0.4% |
7,147
-329
|
|
||
64
Zoom
ZM
$24.5B
| $1.16M | 0.38% |
15,718
-121
|
|
||
65
EOG Resources
EOG
$58.1B
| $1.13M | 0.37% |
8,817
+3,113
|
|
||
66
TKO Group
TKO
$15.3B
| $1.09M | 0.36% |
+7,140
|
|
||
67
Cencora
COR
$63.5B
| $1.07M | 0.35% |
3,850
-3,672
|
|
||
68
Expedia Group
EXPE
$27B
| $1.01M | 0.33% |
+6,007
|
|
||
69
Parker-Hannifin
PH
$93.6B
| $1.01M | 0.33% |
1,656
-1,529
|
|
||
70
GE HealthCare
GEHC
$34.5B
| $1M | 0.33% |
12,392
+1,027
|
|
||
71
ConocoPhillips
COP
$109B
| $999K | 0.33% |
9,510
-5,085
|
|
||
72
CRH
CRH
$78.7B
| $959K | 0.32% |
10,900
-3,684
|
|
||
73
US Foods
USFD
$17.2B
| $955K | 0.32% |
14,584
-12,435
|
|
||
74
Verizon
VZ
$172B
| $953K | 0.32% |
21,012
-802
|
|
||
75
Arch Capital
ACGL
$32.5B
| $949K | 0.31% |
9,869
-75
|
|