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
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.68M
3
+$1.47M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.26M
5
CS
Credit Suisse Group
CS
+$1.21M

Top Sells

1
+$5.03M
2
+$1.91M
3
+$1.49M
4
HMC icon
Honda
HMC
+$1.49M
5
RKT
ROCK-TENN COMPANY CL-A
RKT
+$1.06M

Sector Composition

1 Financials 17.52%
2 Technology 13.62%
3 Healthcare 13.4%
4 Consumer Discretionary 13.31%
5 Industrials 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$987K 0.45%
32,721
-565
77
$984K 0.44%
22,229
-1,439
78
$982K 0.44%
10,516
-258
79
$972K 0.44%
27,206
+8,670
80
$931K 0.42%
9,112
+5,638
81
$913K 0.41%
62,708
+8,226
82
$908K 0.41%
11,425
+235
83
$906K 0.41%
9,219
+6,377
84
$897K 0.41%
9,955
+3,445
85
$888K 0.4%
+25,945
86
$887K 0.4%
15,915
+11
87
$887K 0.4%
34,165
+9,715
88
$883K 0.4%
11,128
-472
89
$874K 0.4%
22,971
+1,620
90
$866K 0.39%
12,558
+318
91
$852K 0.39%
105,889
-237,966
92
$843K 0.38%
19,480
-345
93
$822K 0.37%
+11,929
94
$821K 0.37%
9,327
-110
95
$819K 0.37%
167,220
-2,900
96
$817K 0.37%
19,917
-292
97
$811K 0.37%
9,019
+6,375
98
$777K 0.35%
5,547
+860
99
$768K 0.35%
47,645
+13,112
100
$765K 0.35%
4,035
+734
2 3
4
5 6