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
$232M
AUM Growth
-$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$961K
3
+$865K
4
IBM icon
IBM
IBM
+$802K
5
MCD icon
McDonald's
MCD
+$755K

Top Sells

1
+$2.21M
2
+$1.2M
3
+$1.08M
4
STZ icon
Constellation Brands
STZ
+$1.03M
5
LNC icon
Lincoln National
LNC
+$953K

Sector Composition

1 Technology 24.25%
2 Financials 16.47%
3 Healthcare 13.87%
4 Communication Services 10.94%
5 Consumer Discretionary 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$840K 0.36%
24,391
-16,598
77
$800K 0.34%
58,812
-571
78
$711K 0.31%
+5,790
79
$667K 0.29%
+19,676
80
$656K 0.28%
11,340
+3,941
81
$645K 0.28%
9,584
+251
82
$608K 0.26%
24,943
+2,158
83
$607K 0.26%
9,655
+264
84
$606K 0.26%
16,978
-19,027
85
$605K 0.26%
27,750
+830
86
$601K 0.26%
5,176
+1,252
87
$595K 0.26%
9,438
-230
88
$593K 0.26%
13,955
+381
89
$578K 0.25%
21,205
-6,313
90
$572K 0.25%
19,402
-12,642
91
$567K 0.24%
1,962
+14
92
$567K 0.24%
+9,268
93
$563K 0.24%
+6,284
94
$554K 0.24%
5,035
-57
95
$531K 0.23%
7,357
-70
96
$528K 0.23%
9,262
-2,977
97
$528K 0.23%
16,751
-5,962
98
$527K 0.23%
2,655
-1,295
99
$521K 0.22%
13,128
-125
100
$501K 0.22%
+22,453
2 3
4
5 6