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
$291M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$2.82M
3
+$2.45M
4
LH icon
Labcorp
LH
+$2.02M
5
ETSY icon
Etsy
ETSY
+$1.56M

Top Sells

1
+$4.75M
2
+$3.38M
3
+$2.14M
4
AMZN icon
Amazon
AMZN
+$1.83M
5
V icon
Visa
V
+$1.81M

Sector Composition

1 Technology 22.95%
2 Financials 18.48%
3 Consumer Discretionary 12.21%
4 Healthcare 11.57%
5 Communication Services 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.18M 0.41%
+5,929
77
$1.18M 0.41%
3,878
-2,021
78
$1.17M 0.4%
11,687
+373
79
$1.15M 0.39%
76,854
+1,367
80
$1.12M 0.38%
12,018
+402
81
$1.1M 0.38%
23,470
+749
82
$1.09M 0.38%
18,599
-20,742
83
$1.08M 0.37%
+21,539
84
$1.07M 0.37%
29,106
+14,609
85
$1.04M 0.36%
15,164
-1,319
86
$1.03M 0.35%
108,954
+1,159
87
$1M 0.34%
21,240
-1,830
88
$997K 0.34%
16,731
+223
89
$949K 0.33%
19,752
-6,732
90
$938K 0.32%
4,961
+2,086
91
$921K 0.32%
14,297
+2,521
92
$911K 0.31%
+5,977
93
$892K 0.31%
+9,408
94
$871K 0.3%
+1,870
95
$854K 0.29%
11,357
+297
96
$839K 0.29%
1,176
-388
97
$817K 0.28%
27,158
+4,462
98
$794K 0.27%
19,849
+6,474
99
$781K 0.27%
5,662
+162
100
$767K 0.26%
32,623
-25,773
2 3
4
5 6