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
$330M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.43M
3
+$3.4M
4
CVX icon
Chevron
CVX
+$3.09M
5
TSLA icon
Tesla
TSLA
+$2.97M

Top Sells

1
+$2.99M
2
+$2.5M
3
+$2.5M
4
TXN icon
Texas Instruments
TXN
+$2.23M
5
HD icon
Home Depot
HD
+$2.04M

Sector Composition

1 Financials 20.49%
2 Technology 19.63%
3 Healthcare 11.9%
4 Communication Services 11.17%
5 Consumer Discretionary 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.45M 0.44%
3,054
-763
77
$1.42M 0.43%
10,673
+4,696
78
$1.4M 0.42%
6,383
-5,188
79
$1.36M 0.41%
6,186
-30
80
$1.36M 0.41%
+62,418
81
$1.29M 0.39%
3,651
-3,804
82
$1.28M 0.39%
9,080
-4,279
83
$1.27M 0.38%
33,541
+147
84
$1.26M 0.38%
13,153
-17,447
85
$1.25M 0.38%
+16,987
86
$1.23M 0.37%
+3,722
87
$1.22M 0.37%
13,087
-58
88
$1.18M 0.36%
34,362
-5,319
89
$1.15M 0.35%
+83,556
90
$1.14M 0.34%
4,614
-6,679
91
$1.11M 0.34%
5,504
-3,240
92
$1.05M 0.32%
19,769
-80
93
$1.02M 0.31%
10,434
-1,584
94
$998K 0.3%
15,090
-74
95
$959K 0.29%
16,497
-2,102
96
$957K 0.29%
16,986
-9,313
97
$907K 0.27%
20,022
+270
98
$892K 0.27%
4,149
+2,719
99
$891K 0.27%
+12,069
100
$876K 0.27%
23,926
+3,659
2 3
4
5 6