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
$382M
AUM Growth
+$2.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.28M
3
+$1.92M
4
EBAY icon
eBay
EBAY
+$1.83M
5
SYY icon
Sysco
SYY
+$1.64M

Top Sells

1
+$2.91M
2
+$2.61M
3
+$2.25M
4
JPM icon
JPMorgan Chase
JPM
+$1.8M
5
UNH icon
UnitedHealth
UNH
+$1.75M

Sector Composition

1 Technology 26.63%
2 Financials 15.46%
3 Healthcare 11.78%
4 Communication Services 10.33%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.37M 0.36%
67,784
-25,085
77
$1.35M 0.35%
+14,548
78
$1.31M 0.34%
12,538
-5,030
79
$1.29M 0.34%
12,291
+187
80
$1.29M 0.34%
5,543
81
$1.28M 0.33%
47,950
-978
82
$1.28M 0.33%
2,183
-869
83
$1.27M 0.33%
7,727
+128
84
$1.22M 0.32%
3,679
-1,688
85
$1.22M 0.32%
19,210
-7,698
86
$1.21M 0.32%
8,882
-179
87
$1.21M 0.32%
9,965
-201
88
$1.17M 0.31%
7,500
-2,844
89
$1.16M 0.3%
23,827
-9,532
90
$1.16M 0.3%
12,344
+6,853
91
$1.1M 0.29%
8,974
-1,406
92
$1.1M 0.29%
598
-4
93
$1.1M 0.29%
+15,737
94
$1.07M 0.28%
7,509
-2,998
95
$1.06M 0.28%
7,880
-4,293
96
$1.05M 0.27%
8,010
97
$1.04M 0.27%
+26,685
98
$982K 0.26%
55,782
-1,136
99
$979K 0.26%
4,931
-98
100
$960K 0.25%
12,757
-260
2 3
4
5 6