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
$352M
AUM Growth
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$2.51M
3
+$2.33M
4
ETSY icon
Etsy
ETSY
+$2.17M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.06M

Top Sells

1
+$3.2M
2
+$3.1M
3
+$2.72M
4
TSLA icon
Tesla
TSLA
+$2.25M
5
CVX icon
Chevron
CVX
+$2.11M

Sector Composition

1 Technology 23.18%
2 Financials 18.02%
3 Healthcare 12.15%
4 Communication Services 11.71%
5 Consumer Discretionary 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.51M 0.43%
25,776
-5,196
77
$1.43M 0.41%
21,345
+1,403
78
$1.38M 0.39%
15,275
+374
79
$1.35M 0.38%
+16,832
80
$1.32M 0.38%
11,742
+741
81
$1.29M 0.37%
38,274
+2,466
82
$1.23M 0.35%
16,428
-10,808
83
$1.22M 0.35%
2,707
-1,428
84
$1.21M 0.34%
5,516
-2,138
85
$1.19M 0.34%
5,356
+1,413
86
$1.18M 0.34%
20,195
+490
87
$1.18M 0.34%
5,296
-9,096
88
$1.17M 0.33%
+1,612
89
$1.03M 0.29%
8,419
-9,378
90
$1.03M 0.29%
3,092
-692
91
$1.01M 0.29%
211
+6
92
$992K 0.28%
18,373
+1,177
93
$921K 0.26%
1,166
-3
94
$890K 0.25%
2,285
-2,506
95
$879K 0.25%
20,626
-4,126
96
$872K 0.25%
16,958
+422
97
$856K 0.24%
+5,759
98
$827K 0.24%
12,535
-2,803
99
$817K 0.23%
16,241
-56
100
$816K 0.23%
2,265
-3,059
2 3
4
5 6