WIS

Wright Investors Service Portfolio holdings

AUM $345M
1-Year Est. Return 30.17%
This Quarter Est. Return
1 Year Est. Return
+30.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
-$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$2.05M
3
+$1.88M
4
TSLA icon
Tesla
TSLA
+$1.75M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.65M

Top Sells

1
+$1.89M
2
+$1.63M
3
+$1.55M
4
CVS icon
CVS Health
CVS
+$1.52M
5
JBL icon
Jabil
JBL
+$1.34M

Sector Composition

1 Technology 26.06%
2 Financials 17.72%
3 Healthcare 12.3%
4 Communication Services 11.98%
5 Consumer Discretionary 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$937K 0.31%
+7,062
77
$927K 0.31%
+5,820
78
$888K 0.29%
9,889
-1,814
79
$883K 0.29%
3,332
-1,488
80
$865K 0.29%
11,874
+976
81
$853K 0.28%
7,757
-2,818
82
$849K 0.28%
8,601
-64
83
$838K 0.28%
+3,437
84
$835K 0.28%
3,944
-1,093
85
$820K 0.27%
6,560
-540
86
$790K 0.26%
26,656
-207
87
$784K 0.26%
+10,125
88
$781K 0.26%
7,123
-357
89
$701K 0.23%
10,743
-78
90
$678K 0.22%
3,068
+255
91
$677K 0.22%
5,414
+129
92
$640K 0.21%
+12,966
93
$617K 0.2%
6,223
-611
94
$617K 0.2%
24,350
+7,465
95
$615K 0.2%
5,983
+144
96
$602K 0.2%
+1,241
97
$585K 0.19%
5,386
-23
98
$584K 0.19%
+1,914
99
$579K 0.19%
13,617
-103
100
$579K 0.19%
3,047
+72
2 3
4
5 6