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
$261M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.34M
3
+$1.91M
4
TER icon
Teradyne
TER
+$1.34M
5
GIS icon
General Mills
GIS
+$1.22M

Top Sells

1
+$4M
2
+$2.75M
3
+$2.57M
4
AMZN icon
Amazon
AMZN
+$2.49M
5
BA icon
Boeing
BA
+$2.32M

Sector Composition

1 Technology 25.45%
2 Financials 16.12%
3 Healthcare 12.69%
4 Communication Services 10.63%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$937K 0.36%
2,415
+1,501
77
$925K 0.36%
2,124
-1,247
78
$894K 0.34%
+6,279
79
$894K 0.34%
10,283
+699
80
$886K 0.34%
+16,844
81
$865K 0.33%
7,237
+2,202
82
$851K 0.33%
11,697
-3,437
83
$846K 0.32%
58,396
-416
84
$841K 0.32%
+21,809
85
$805K 0.31%
10,621
+966
86
$796K 0.31%
+14,698
87
$796K 0.31%
83,800
-70,440
88
$777K 0.3%
10,559
-25,422
89
$767K 0.29%
17,169
-17,132
90
$752K 0.29%
+21,680
91
$751K 0.29%
+5,684
92
$736K 0.28%
17,363
-5,332
93
$734K 0.28%
+9,420
94
$731K 0.28%
14,724
-19,752
95
$730K 0.28%
+9,619
96
$709K 0.27%
+4,072
97
$688K 0.26%
20,624
+1,222
98
$686K 0.26%
+1,905
99
$685K 0.26%
26,094
+12,018
100
$681K 0.26%
+18,133
2 3
4
5 6