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
$271M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.29M
3
+$1.27M
4
AMZN icon
Amazon
AMZN
+$1.27M
5
AIG icon
American International
AIG
+$1.25M

Top Sells

1
+$1.39M
2
+$902K
3
+$896K
4
RYAAY icon
Ryanair
RYAAY
+$828K
5
AAP icon
Advance Auto Parts
AAP
+$765K

Sector Composition

1 Financials 17.93%
2 Healthcare 13.41%
3 Technology 12.9%
4 Consumer Discretionary 11.79%
5 Industrials 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$911K 0.34%
20,130
+650
102
$907K 0.33%
11,933
+4
103
$905K 0.33%
4,795
+1,061
104
$904K 0.33%
17,448
+3,595
105
$882K 0.33%
9,205
+2,715
106
$881K 0.33%
12,215
+800
107
$880K 0.32%
9,235
+1,517
108
$872K 0.32%
17,293
+9,159
109
$869K 0.32%
26,380
+18,935
110
$864K 0.32%
+13,838
111
$863K 0.32%
9,717
+390
112
$855K 0.32%
+18,100
113
$854K 0.32%
+13,750
114
$849K 0.31%
+33,738
115
$841K 0.31%
170,845
+3,625
116
$835K 0.31%
10,850
+3,903
117
$822K 0.3%
+30,279
118
$821K 0.3%
20,505
-310
119
$816K 0.3%
+13,202
120
$808K 0.3%
34,712
+5,124
121
$795K 0.29%
19,353
-3,323
122
$791K 0.29%
+18,202
123
$789K 0.29%
11,162
+4,453
124
$783K 0.29%
+11,800
125
$778K 0.29%
+5,300
3 4
5
6 7