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
$350M
AUM Growth
-$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1 +$2.88M
2 +$2.62M
3 +$2.37M
4
CE icon
Celanese
CE
+$2.26M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.25M

Top Sells

1 +$2.48M
2 +$2.26M
3 +$1.92M
4
COP icon
ConocoPhillips
COP
+$1.85M
5
SPGI icon
S&P Global
SPGI
+$1.7M

Sector Composition

1 Technology 21.75%
2 Healthcare 15.86%
3 Financials 13.85%
4 Communication Services 10.24%
5 Consumer Discretionary 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.54M 0.44%
25,279
+1,729
77
$1.54M 0.44%
13,500
+615
78
$1.52M 0.43%
8,558
-471
79
$1.48M 0.42%
3,090
+225
80
$1.44M 0.41%
14,940
+5,075
81
$1.38M 0.39%
38,236
+20,280
82
$1.36M 0.39%
10,266
-6,637
83
$1.36M 0.39%
71,562
-50,936
84
$1.3M 0.37%
23,046
-1,844
85
$1.28M 0.37%
20,681
+11,421
86
$1.25M 0.36%
+38,957
87
$1.24M 0.36%
6,312
+5,368
88
$1.22M 0.35%
9,650
-1,555
89
$1.21M 0.34%
+16,375
90
$1.17M 0.33%
29,552
+1,561
91
$1.11M 0.32%
13,117
+362
92
$1.1M 0.31%
29,427
-4,823
93
$1.09M 0.31%
26,184
+4,274
94
$1.06M 0.3%
9,153
-1,406
95
$1.04M 0.3%
40,260
-23,649
96
$1.01M 0.29%
62,954
-41,863
97
$984K 0.28%
3,734
+103
98
$961K 0.27%
7,027
-2,823
99
$959K 0.27%
4,881
+134
100
$944K 0.27%
+31,141