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
$221M
AUM Growth
-$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.55M
3
+$1.42M
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$1.31M
5
BBVA icon
Banco Bilbao Vizcaya Argentaria
BBVA
+$1.14M

Top Sells

1
+$5.9M
2
+$2.34M
3
+$2.15M
4
SNY icon
Sanofi
SNY
+$1.56M
5
ALU
Alcatel-Lucent
ALU
+$1.29M

Sector Composition

1 Financials 20.29%
2 Industrials 12.7%
3 Healthcare 11.61%
4 Consumer Discretionary 8.96%
5 Energy 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$923K 0.42%
74,503
+17,970
77
$923K 0.42%
+18,950
78
$914K 0.41%
31,627
-372
79
$911K 0.41%
7,234
+605
80
$908K 0.41%
14,979
+2,290
81
$907K 0.41%
29,144
+1,010
82
$902K 0.41%
29,876
+2,646
83
$898K 0.41%
174,795
-179,860
84
$887K 0.4%
16,872
-532
85
$876K 0.4%
+18,669
86
$866K 0.39%
26,897
-31
87
$836K 0.38%
18,235
-25
88
$836K 0.38%
9,910
89
$835K 0.38%
10,546
-400
90
$834K 0.38%
11,904
+4,303
91
$822K 0.37%
33,450
92
$816K 0.37%
46,662
93
$814K 0.37%
6,524
-20
94
$808K 0.37%
9,980
-4,894
95
$789K 0.36%
3,515
-1,817
96
$767K 0.35%
10,440
-925
97
$754K 0.34%
+12,712
98
$751K 0.34%
22,477
-530
99
$731K 0.33%
27,155
+6,555
100
$725K 0.33%
16,367
2 3
4
5 6