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
$273M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$2.19M
3
+$1.98M
4
KO icon
Coca-Cola
KO
+$1.82M
5
WFC icon
Wells Fargo
WFC
+$1.52M

Top Sells

1
+$3.12M
2
+$1.98M
3
+$1.34M
4
LEA icon
Lear
LEA
+$1.27M
5
ALL icon
Allstate
ALL
+$1.18M

Sector Composition

1 Financials 18.79%
2 Technology 18.69%
3 Healthcare 14.8%
4 Industrials 10.32%
5 Consumer Discretionary 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$894K 0.33%
15,068
77
$883K 0.32%
10,185
+366
78
$859K 0.31%
11,121
-128
79
$839K 0.31%
7,382
+347
80
$792K 0.29%
3,869
+125
81
$749K 0.27%
4,223
82
$735K 0.27%
5,088
+246
83
$733K 0.27%
7,374
+349
84
$732K 0.27%
48,230
85
$727K 0.27%
13,603
-8,571
86
$720K 0.26%
3,779
+753
87
$718K 0.26%
12,950
-1,393
88
$713K 0.26%
5,332
+246
89
$712K 0.26%
5,149
+34
90
$703K 0.26%
21,071
+72
91
$702K 0.26%
+25,755
92
$692K 0.25%
3,208
-9,197
93
$669K 0.24%
44,829
+10,819
94
$665K 0.24%
+5,684
95
$655K 0.24%
13,898
-7,728
96
$647K 0.24%
13,890
+123
97
$624K 0.23%
9,222
+85
98
$613K 0.22%
18,717
+1,059
99
$599K 0.22%
3,254
+15
100
$591K 0.22%
13,047
2 3
4
5 6