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
$265M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$2.02M
3
+$1.65M
4
AMT icon
American Tower
AMT
+$1.36M
5
MSFT icon
Microsoft
MSFT
+$1.31M

Top Sells

1
+$2.65M
2
+$2.46M
3
+$2.21M
4
DHR icon
Danaher
DHR
+$1.18M
5
SCHW icon
Charles Schwab
SCHW
+$1.14M

Sector Composition

1 Financials 18.41%
2 Technology 15.34%
3 Industrials 12.64%
4 Healthcare 11.32%
5 Consumer Discretionary 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$721K 0.27%
16,149
+3,402
102
$721K 0.27%
4,365
-695
103
$707K 0.27%
4,866
+1,425
104
$696K 0.26%
10,055
-2,580
105
$693K 0.26%
6,625
-1,945
106
$671K 0.25%
+7,675
107
$667K 0.25%
6,595
+270
108
$666K 0.25%
+7,280
109
$660K 0.25%
10,030
-1,335
110
$656K 0.25%
8,095
-4,435
111
$655K 0.25%
50,855
-5,040
112
$654K 0.25%
+38,525
113
$653K 0.25%
55,070
+8,185
114
$645K 0.24%
2,378
+163
115
$643K 0.24%
9,386
-1,160
116
$633K 0.24%
7,866
-13,035
117
$627K 0.24%
13,833
-454
118
$625K 0.24%
+9,852
119
$623K 0.24%
6,721
+1,950
120
$623K 0.24%
9,045
+3,525
121
$618K 0.23%
11,205
-1,100
122
$616K 0.23%
30,044
-2,953
123
$609K 0.23%
6,600
-645
124
$605K 0.23%
19,150
+255
125
$602K 0.23%
13,515
+6,320
3 4
5
6 7