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
$355M
AUM Growth
+$2.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.89M
3
+$1.82M
4
TSLA icon
Tesla
TSLA
+$1.72M
5
CAT icon
Caterpillar
CAT
+$1.69M

Top Sells

1
+$2.86M
2
+$2.49M
3
+$1.58M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.54M
5
CBRE icon
CBRE Group
CBRE
+$1.42M

Sector Composition

1 Technology 25.42%
2 Financials 13.03%
3 Healthcare 12.85%
4 Consumer Discretionary 10.01%
5 Communication Services 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.48M 0.42%
8,746
-889
77
$1.46M 0.41%
20,980
-1,291
78
$1.41M 0.4%
22,041
-2,393
79
$1.37M 0.39%
14,033
-1,120
80
$1.34M 0.38%
8,075
-528
81
$1.31M 0.37%
30,870
-30,440
82
$1.29M 0.36%
11,508
-1,146
83
$1.27M 0.36%
38,366
-4,081
84
$1.27M 0.36%
22,347
-10,075
85
$1.25M 0.35%
30,995
-18,725
86
$1.24M 0.35%
6,734
+1,417
87
$1.2M 0.34%
21,309
-24,985
88
$1.2M 0.34%
36,875
-2,419
89
$1.2M 0.34%
9,388
-248
90
$1.2M 0.34%
10,360
-9,110
91
$1.16M 0.33%
30,911
-9,766
92
$1.14M 0.32%
5,063
+1,720
93
$1.03M 0.29%
381
+73
94
$987K 0.28%
3,518
-231
95
$982K 0.28%
13,974
-11,664
96
$974K 0.27%
2,932
-3,155
97
$957K 0.27%
14,192
+2,817
98
$932K 0.26%
4,782
-310
99
$927K 0.26%
4,390
-284
100
$917K 0.26%
4,262
+650
2 3
4
5 6