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
$275M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.75M
3
+$1.01M
4
CC icon
Chemours
CC
+$926K
5
AFL icon
Aflac
AFL
+$877K

Top Sells

1
+$2.61M
2
+$1.26M
3
+$1.07M
4
JBLU icon
JetBlue
JBLU
+$972K
5
WFC icon
Wells Fargo
WFC
+$943K

Sector Composition

1 Financials 19.66%
2 Technology 15.88%
3 Industrials 12.49%
4 Healthcare 11.65%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.38%
16,433
+242
77
$1.02M 0.37%
25,838
-9,532
78
$1.02M 0.37%
17,832
+1,127
79
$1M 0.37%
15,665
-25
80
$997K 0.36%
32,904
-601
81
$962K 0.35%
20,521
+12,556
82
$953K 0.35%
9,051
+4,072
83
$948K 0.34%
10,577
-13
84
$934K 0.34%
11,389
+7,014
85
$915K 0.33%
10,905
+164
86
$912K 0.33%
16,989
-6,175
87
$910K 0.33%
14,717
+89
88
$877K 0.32%
+21,550
89
$872K 0.32%
16,293
+169
90
$850K 0.31%
6,541
+121
91
$847K 0.31%
15,702
+225
92
$847K 0.31%
10,253
+1,208
93
$846K 0.31%
1,892
+47
94
$812K 0.3%
6,900
+162
95
$811K 0.3%
16,391
+242
96
$807K 0.29%
24,495
+395
97
$807K 0.29%
14,573
+244
98
$796K 0.29%
21,210
+4,535
99
$777K 0.28%
7,191
+596
100
$771K 0.28%
15,769
-3,896
2 3
4
5 6