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
$271M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.29M
3
+$1.27M
4
AMZN icon
Amazon
AMZN
+$1.27M
5
AIG icon
American International
AIG
+$1.25M

Top Sells

1
+$1.39M
2
+$902K
3
+$896K
4
RYAAY icon
Ryanair
RYAAY
+$828K
5
AAP icon
Advance Auto Parts
AAP
+$765K

Sector Composition

1 Financials 17.93%
2 Healthcare 13.41%
3 Technology 12.9%
4 Consumer Discretionary 11.79%
5 Industrials 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.22M 0.45%
34,167
+17,945
77
$1.21M 0.45%
57,966
+9,882
78
$1.2M 0.44%
35,625
+2,576
79
$1.19M 0.44%
15,464
-11,658
80
$1.18M 0.43%
27,617
+7,700
81
$1.13M 0.42%
8,881
-768
82
$1.11M 0.41%
36,380
+2,215
83
$1.11M 0.41%
11,095
+4,876
84
$1.1M 0.4%
20,125
-765
85
$1.09M 0.4%
57,928
-1,522
86
$1.09M 0.4%
16,790
+130
87
$1.08M 0.4%
50,015
-230
88
$1.08M 0.4%
47,810
+2,877
89
$1.07M 0.4%
72,988
+10,280
90
$1.06M 0.39%
54,885
-860
91
$1.05M 0.39%
7,955
+3,054
92
$989K 0.37%
12,285
+860
93
$973K 0.36%
9,995
+40
94
$957K 0.35%
33,676
+955
95
$944K 0.35%
26,996
-5,750
96
$936K 0.35%
+36,432
97
$932K 0.34%
17,090
+1,175
98
$929K 0.34%
+27,188
99
$928K 0.34%
57,213
+9,568
100
$927K 0.34%
12,849
+8,980
2 3
4
5 6