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
$369M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$1.94M
3
+$1.92M
4
LHX icon
L3Harris
LHX
+$1.52M
5
EQT icon
EQT Corp
EQT
+$1.39M

Top Sells

1
+$2.28M
2
+$1.95M
3
+$1.61M
4
MCK icon
McKesson
MCK
+$1.29M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.26M

Sector Composition

1 Technology 21.5%
2 Financials 19.71%
3 Communication Services 11.05%
4 Healthcare 10.9%
5 Consumer Discretionary 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.7M 0.46%
10,290
+1,210
77
$1.68M 0.46%
6,893
+495
78
$1.67M 0.45%
19,942
+733
79
$1.64M 0.44%
4,135
+484
80
$1.63M 0.44%
41,546
+258
81
$1.62M 0.44%
63,179
+761
82
$1.6M 0.43%
17,057
+70
83
$1.59M 0.43%
39,472
+5,931
84
$1.55M 0.42%
10,848
+175
85
$1.46M 0.4%
14,901
+1,748
86
$1.39M 0.38%
+62,453
87
$1.38M 0.38%
6,288
+102
88
$1.27M 0.35%
35,808
+1,446
89
$1.23M 0.33%
3,784
+62
90
$1.2M 0.33%
19,700
-69
91
$1.2M 0.32%
+30,523
92
$1.18M 0.32%
11,001
+567
93
$1.07M 0.29%
24,752
+7,952
94
$1.04M 0.28%
+7,008
95
$1.03M 0.28%
15,338
+248
96
$1.02M 0.28%
17,049
+5,131
97
$1.02M 0.28%
205
+25
98
$963K 0.26%
17,196
+699
99
$939K 0.25%
19,705
+2,320
100
$938K 0.25%
1,169
-3
2 3
4
5 6