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
-$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.55M
3
+$1.42M
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$1.31M
5
BBVA icon
Banco Bilbao Vizcaya Argentaria
BBVA
+$1.14M

Top Sells

1
+$5.9M
2
+$2.34M
3
+$2.15M
4
SNY icon
Sanofi
SNY
+$1.56M
5
ALU
Alcatel-Lucent
ALU
+$1.29M

Sector Composition

1 Financials 20.29%
2 Industrials 12.7%
3 Healthcare 11.61%
4 Consumer Discretionary 8.96%
5 Energy 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$721K 0.33%
20,616
102
$714K 0.32%
16,473
+771
103
$710K 0.32%
20,331
+13,486
104
$703K 0.32%
16,592
+470
105
$701K 0.32%
8,315
-1,739
106
$697K 0.32%
16,779
+1,503
107
$691K 0.31%
16,210
-365
108
$688K 0.31%
13,581
109
$679K 0.31%
+30,583
110
$674K 0.3%
5,163
+998
111
$673K 0.3%
12,754
-32
112
$651K 0.29%
4,858
113
$649K 0.29%
+159,239
114
$636K 0.29%
+7,122
115
$620K 0.28%
82,070
-1,895
116
$618K 0.28%
12,855
-1,190
117
$609K 0.28%
8,077
-55
118
$609K 0.28%
+148,165
119
$590K 0.27%
6,995
-1,995
120
$584K 0.26%
+14,275
121
$583K 0.26%
8,765
122
$577K 0.26%
15,341
+674
123
$570K 0.26%
6,439
-691
124
$564K 0.25%
7,608
+676
125
$560K 0.25%
20,860
-174
3 4
5
6 7