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
$247M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.4M
3
+$1.19M
4
IBM icon
IBM
IBM
+$1.15M
5
T icon
AT&T
T
+$1.09M

Top Sells

1
+$1.44M
2
+$1.27M
3
+$964K
4
SIVB
SVB Financial Group
SIVB
+$826K
5
INTC icon
Intel
INTC
+$812K

Sector Composition

1 Financials 18.19%
2 Technology 15.78%
3 Industrials 12.4%
4 Healthcare 12.24%
5 Communication Services 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$749K 0.3%
13,125
+7,055
102
$749K 0.3%
41,940
-7,985
103
$741K 0.3%
46,885
+6,055
104
$735K 0.3%
12,271
+690
105
$725K 0.29%
14,055
-1,040
106
$720K 0.29%
55,895
+2,290
107
$715K 0.29%
14,340
-4,730
108
$711K 0.29%
21,665
-2,850
109
$699K 0.28%
10,546
+110
110
$691K 0.28%
32,997
-15,222
111
$688K 0.28%
53,600
+4,100
112
$682K 0.28%
4,160
+365
113
$675K 0.27%
21,660
-2,810
114
$673K 0.27%
8,204
+460
115
$663K 0.27%
7,245
-1,425
116
$647K 0.26%
12,305
-2,265
117
$638K 0.26%
5,980
+595
118
$628K 0.25%
+21,070
119
$624K 0.25%
4,743
+355
120
$622K 0.25%
18,395
+2,980
121
$621K 0.25%
12,747
-25,985
122
$621K 0.25%
12,142
+671
123
$621K 0.25%
10,235
+2,845
124
$617K 0.25%
19,029
-2,472
125
$607K 0.25%
19,480
-4,995
3 4
5
6 7