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
$252M
AUM Growth
-$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$1.17M
3
+$1.12M
4
AXP icon
American Express
AXP
+$1.09M
5
CMCSA icon
Comcast
CMCSA
+$820K

Top Sells

1
+$2.27M
2
+$2.2M
3
+$2.03M
4
AMZN icon
Amazon
AMZN
+$1.75M
5
T icon
AT&T
T
+$1.73M

Sector Composition

1 Technology 19.48%
2 Financials 18.41%
3 Healthcare 13.38%
4 Consumer Discretionary 11.08%
5 Industrials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$606K 0.24%
+10,364
102
$588K 0.23%
+32,916
103
$569K 0.23%
9,137
-47
104
$565K 0.22%
13,047
+408
105
$547K 0.22%
17,658
-188
106
$533K 0.21%
3,698
-131
107
$525K 0.21%
36,154
-54,920
108
$518K 0.21%
23,890
-1,592
109
$505K 0.2%
3,239
-797
110
$504K 0.2%
+3,026
111
$502K 0.2%
34,010
+12,285
112
$492K 0.2%
11,100
-6,325
113
$485K 0.19%
+3,469
114
$483K 0.19%
3,269
-3,582
115
$475K 0.19%
3,754
-133
116
$466K 0.19%
37,072
-7,416
117
$442K 0.18%
4,536
-5,269
118
$439K 0.17%
6,430
+1
119
$439K 0.17%
2,809
-1,555
120
$437K 0.17%
+2,614
121
$427K 0.17%
+12,283
122
$425K 0.17%
6,712
-6,549
123
$412K 0.16%
9,983
-119
124
$411K 0.16%
23,797
-121
125
$406K 0.16%
9,855
-92
3 4
5
6 7