WIS

Wright Investors Service Portfolio holdings

AUM $333M
1-Year Est. Return 31.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$331M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.84M
3
+$1.81M
4
BA icon
Boeing
BA
+$1.65M
5
UNH icon
UnitedHealth
UNH
+$1.63M

Top Sells

1
+$3.45M
2
+$3.34M
3
+$2.81M
4
ORCL icon
Oracle
ORCL
+$2.09M
5
AAPL icon
Apple
AAPL
+$1.48M

Sector Composition

1 Technology 28.41%
2 Financials 18.13%
3 Communication Services 12.86%
4 Consumer Discretionary 9.88%
5 Healthcare 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.78M 0.54%
24,859
+116
52
$1.76M 0.53%
23,592
+32
53
$1.72M 0.52%
3,535
+440
54
$1.65M 0.5%
+3,523
55
$1.64M 0.49%
9,002
+270
56
$1.62M 0.49%
+17,746
57
$1.57M 0.47%
18,466
-4,537
58
$1.53M 0.46%
16,451
+4,577
59
$1.5M 0.45%
6,897
+3,851
60
$1.46M 0.44%
10,005
+47
61
$1.4M 0.42%
28,549
-15,688
62
$1.4M 0.42%
+4,683
63
$1.32M 0.4%
36,124
-845
64
$1.28M 0.39%
19,024
+90
65
$1.23M 0.37%
15,793
+75
66
$1.22M 0.37%
10,212
+1,395
67
$1.22M 0.37%
7,638
-6,272
68
$1.2M 0.36%
13,198
-9,118
69
$1.18M 0.36%
2,207
-814
70
$1.18M 0.36%
5,322
-230
71
$1.17M 0.35%
4,291
-10,499
72
$1.15M 0.35%
5,590
-230
73
$1.13M 0.34%
14,237
+4,348
74
$1.12M 0.34%
3,195
-137
75
$1.1M 0.33%
14,314
-270
1 2
3
4 5