WIS

Wright Investors Service Portfolio holdings

AUM $345M
1-Year Est. Return 30.17%
This Quarter Est. Return
1 Year Est. Return
+30.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.4M
3
+$1.19M
4
IBM icon
IBM
IBM
+$1.15M
5
T icon
AT&T
T
+$1.09M

Top Sells

1
+$1.44M
2
+$1.27M
3
+$964K
4
SIVB
SVB Financial Group
SIVB
+$826K
5
INTC icon
Intel
INTC
+$812K

Sector Composition

1 Financials 18.19%
2 Technology 15.78%
3 Industrials 12.4%
4 Healthcare 12.24%
5 Communication Services 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$935K 0.38%
21,825
-2,845
77
$931K 0.38%
18,585
+150
78
$926K 0.37%
12,530
-1,710
79
$913K 0.37%
23,084
+1,524
80
$912K 0.37%
12,635
-2,485
81
$910K 0.37%
27,403
-20,880
82
$904K 0.37%
25,260
+1,809
83
$895K 0.36%
+11,105
84
$888K 0.36%
11,365
-1,070
85
$882K 0.36%
5,060
+1,825
86
$864K 0.35%
+26,685
87
$861K 0.35%
3,605
+295
88
$849K 0.34%
14,534
-7,546
89
$844K 0.34%
7,005
-1,365
90
$841K 0.34%
8,570
+740
91
$833K 0.34%
11,140
-540
92
$825K 0.33%
31,415
+2,145
93
$791K 0.32%
13,047
+710
94
$791K 0.32%
10,575
+6,690
95
$789K 0.32%
22,165
-4,215
96
$784K 0.32%
5,595
+2,455
97
$767K 0.31%
12,228
+6,025
98
$763K 0.31%
59,295
+3,915
99
$761K 0.31%
6,765
-20
100
$757K 0.31%
20,235
+1,235
2 3
4
5 6