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
$275M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.75M
3
+$1.01M
4
CC icon
Chemours
CC
+$926K
5
AFL icon
Aflac
AFL
+$877K

Top Sells

1
+$2.61M
2
+$1.26M
3
+$1.07M
4
JBLU icon
JetBlue
JBLU
+$972K
5
WFC icon
Wells Fargo
WFC
+$943K

Sector Composition

1 Financials 19.66%
2 Technology 15.88%
3 Industrials 12.49%
4 Healthcare 11.65%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$764K 0.28%
5,508
+1,233
102
$732K 0.27%
6,071
+1,041
103
$723K 0.26%
6,596
-29
104
$714K 0.26%
9,780
-275
105
$710K 0.26%
4,982
+116
106
$705K 0.26%
41,135
+2,610
107
$703K 0.26%
19,097
+1,417
108
$698K 0.25%
35,286
+12,166
109
$692K 0.25%
10,829
+2,994
110
$691K 0.25%
13,813
-4,432
111
$663K 0.24%
13,777
+262
112
$662K 0.24%
+13,574
113
$659K 0.24%
+18,324
114
$658K 0.24%
6,883
+162
115
$657K 0.24%
13,815
-18
116
$650K 0.24%
49,493
-1,362
117
$647K 0.24%
12,122
-53
118
$617K 0.22%
10,869
+1,764
119
$613K 0.22%
10,897
-308
120
$603K 0.22%
10,078
-4,067
121
$588K 0.21%
+3,363
122
$584K 0.21%
10,466
+1,836
123
$580K 0.21%
317
-292
124
$578K 0.21%
29,221
-823
125
$576K 0.21%
5,417
-1,423
3 4
5
6 7