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
$349M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$1.41M
3
+$1.41M
4
LOW icon
Lowe's Companies
LOW
+$1.04M
5
VTRS icon
Viatris
VTRS
+$991K

Top Sells

1
+$1.98M
2
+$1.78M
3
+$1.49M
4
AAPL icon
Apple
AAPL
+$1.37M
5
SBUX icon
Starbucks
SBUX
+$1.29M

Sector Composition

1 Technology 20.04%
2 Healthcare 16.44%
3 Financials 15.3%
4 Energy 8.43%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.71M 0.49%
23,992
+453
77
$1.7M 0.49%
9,791
+251
78
$1.64M 0.47%
37,285
+56
79
$1.63M 0.47%
14,790
-3,846
80
$1.57M 0.45%
47,672
-13,103
81
$1.53M 0.44%
15,146
-1
82
$1.51M 0.43%
8,561
83
$1.48M 0.43%
12,835
+319
84
$1.48M 0.42%
54,532
+26
85
$1.46M 0.42%
4,847
-1,142
86
$1.41M 0.4%
13,758
+1,246
87
$1.35M 0.39%
29,616
-1,933
88
$1.32M 0.38%
13,493
-692
89
$1.29M 0.37%
39,280
90
$1.24M 0.35%
3,735
91
$1.12M 0.32%
10,275
-109
92
$1.08M 0.31%
4,523
-301
93
$1.05M 0.3%
58,351
-129
94
$1.03M 0.29%
3,056
-4,443
95
$1.01M 0.29%
30,672
96
$991K 0.28%
+89,017
97
$972K 0.28%
5,101
-2,750
98
$953K 0.27%
65,230
-44,810
99
$933K 0.27%
11,372
100
$920K 0.26%
4,444
+2,585
2 3
4
5 6