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
$265M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$2.02M
3
+$1.65M
4
AMT icon
American Tower
AMT
+$1.36M
5
MSFT icon
Microsoft
MSFT
+$1.31M

Top Sells

1
+$2.65M
2
+$2.46M
3
+$2.21M
4
DHR icon
Danaher
DHR
+$1.18M
5
SCHW icon
Charles Schwab
SCHW
+$1.14M

Sector Composition

1 Financials 18.41%
2 Technology 15.34%
3 Industrials 12.64%
4 Healthcare 11.32%
5 Consumer Discretionary 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$965K 0.36%
16,191
+3,920
77
$959K 0.36%
61,525
-21,600
78
$950K 0.36%
33,995
+2,580
79
$898K 0.34%
10,741
+2,537
80
$892K 0.34%
19,665
+2,855
81
$870K 0.33%
6,738
+1,995
82
$852K 0.32%
8,080
-2,986
83
$849K 0.32%
6,420
+1,670
84
$829K 0.31%
14,145
+90
85
$825K 0.31%
7,855
-1,110
86
$815K 0.31%
10,590
-515
87
$803K 0.3%
10,312
+5,410
88
$802K 0.3%
18,245
+3,905
89
$800K 0.3%
16,124
-2,535
90
$799K 0.3%
+9,635
91
$790K 0.3%
15,477
+3,335
92
$790K 0.3%
+33,030
93
$782K 0.3%
24,100
+3,030
94
$782K 0.3%
+5,835
95
$780K 0.29%
1,845
+540
96
$768K 0.29%
27,100
+415
97
$758K 0.29%
+13,000
98
$749K 0.28%
32,335
+8,025
99
$747K 0.28%
14,329
+3,730
100
$740K 0.28%
6,840
+860
2 3
4
5 6