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
$221M
AUM Growth
+$9.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.33M
3
+$1.29M
4
CEO
CNOOC Limited
CEO
+$1.15M
5
SJR
Shaw Communications Inc.
SJR
+$1.08M

Top Sells

1
+$2.07M
2
+$1.88M
3
+$1.19M
4
INTC icon
Intel
INTC
+$1.14M
5
FMX icon
Fomento Económico Mexicano
FMX
+$1.12M

Sector Composition

1 Financials 21.54%
2 Industrials 12.74%
3 Healthcare 11.7%
4 Consumer Discretionary 10.03%
5 Energy 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$680K 0.31%
18,602
+2,146
102
$678K 0.31%
+4,370
103
$677K 0.31%
18,655
-1,200
104
$677K 0.31%
12,278
-455
105
$670K 0.3%
16,072
+1,952
106
$666K 0.3%
13,944
-280
107
$662K 0.3%
33,220
+5,902
108
$661K 0.3%
21,116
-13,370
109
$658K 0.3%
+32,090
110
$650K 0.29%
9,255
+1,186
111
$648K 0.29%
15,483
-1,230
112
$648K 0.29%
15,956
-605
113
$637K 0.29%
3,490
+239
114
$635K 0.29%
+17,735
115
$628K 0.28%
8,112
+485
116
$626K 0.28%
15,556
+6,960
117
$624K 0.28%
+55,000
118
$618K 0.28%
+36,090
119
$614K 0.28%
16,207
+1,720
120
$606K 0.27%
18,680
-1,000
121
$602K 0.27%
15,640
+6,680
122
$596K 0.27%
2,201
-614
123
$579K 0.26%
7,681
+669
124
$577K 0.26%
8,303
+2,160
125
$577K 0.26%
+97,486
3 4
5
6 7