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
$278M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.7M
3
+$1.63M
4
PSA icon
Public Storage
PSA
+$1.33M
5
CVX icon
Chevron
CVX
+$1.21M

Top Sells

1
+$1.81M
2
+$1.38M
3
+$1.19M
4
PGR icon
Progressive
PGR
+$1.17M
5
CBRE icon
CBRE Group
CBRE
+$1.17M

Sector Composition

1 Technology 20.05%
2 Financials 17.92%
3 Communication Services 11.44%
4 Healthcare 11.11%
5 Consumer Discretionary 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$979K 0.35%
+4,696
77
$969K 0.35%
9,754
78
$960K 0.34%
41,550
79
$942K 0.34%
+4,530
80
$922K 0.33%
9,261
+1,652
81
$921K 0.33%
88,108
+16,251
82
$920K 0.33%
4,346
-3,682
83
$918K 0.33%
59,825
+13,380
84
$917K 0.33%
24,139
+7,987
85
$909K 0.33%
22,964
+3,489
86
$892K 0.32%
10,861
-25
87
$884K 0.32%
18,798
88
$868K 0.31%
15,747
-49
89
$854K 0.31%
18,546
+3,305
90
$849K 0.3%
3,647
+1,439
91
$838K 0.3%
21,165
+5,185
92
$779K 0.28%
13,481
-8,558
93
$776K 0.28%
9,377
+1,557
94
$733K 0.26%
12,090
-74
95
$699K 0.25%
+9,945
96
$688K 0.25%
+2,692
97
$688K 0.25%
+12,190
98
$683K 0.25%
16,348
+3,178
99
$681K 0.24%
17,463
+7,108
100
$670K 0.24%
5,179
-30
2 3
4
5 6