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
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.68M
3
+$1.47M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.26M
5
CS
Credit Suisse Group
CS
+$1.21M

Top Sells

1
+$5.03M
2
+$1.91M
3
+$1.49M
4
HMC icon
Honda
HMC
+$1.49M
5
RKT
ROCK-TENN COMPANY CL-A
RKT
+$1.06M

Sector Composition

1 Financials 17.52%
2 Technology 13.62%
3 Healthcare 13.4%
4 Consumer Discretionary 13.31%
5 Industrials 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$765K 0.35%
20,618
+13,045
102
$754K 0.34%
20,815
-415
103
$721K 0.33%
14,551
+6,135
104
$695K 0.31%
8,484
+3,215
105
$688K 0.31%
7,718
-486
106
$679K 0.31%
4,901
+2,317
107
$679K 0.31%
11,415
108
$669K 0.3%
43,174
+10,930
109
$642K 0.29%
13,853
+4,228
110
$640K 0.29%
7,320
-4,015
111
$637K 0.29%
29,588
-626
112
$626K 0.28%
73,640
+46,750
113
$621K 0.28%
10,820
+260
114
$620K 0.28%
3,734
-1,460
115
$620K 0.28%
13,676
+10
116
$617K 0.28%
5,102
-155
117
$600K 0.27%
10,845
118
$586K 0.26%
6,219
+2,731
119
$583K 0.26%
12,243
-1,405
120
$581K 0.26%
16,222
+10,812
121
$576K 0.26%
25,590
+8,010
122
$567K 0.26%
6,490
+5
123
$565K 0.26%
20,900
124
$555K 0.25%
8,054
+1,050
125
$553K 0.25%
10,589
-5,919
3 4
5
6 7