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
$273M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$2.19M
3
+$1.98M
4
KO icon
Coca-Cola
KO
+$1.82M
5
WFC icon
Wells Fargo
WFC
+$1.52M

Top Sells

1
+$3.12M
2
+$1.98M
3
+$1.34M
4
LEA icon
Lear
LEA
+$1.27M
5
ALL icon
Allstate
ALL
+$1.18M

Sector Composition

1 Financials 18.79%
2 Technology 18.69%
3 Healthcare 14.8%
4 Industrials 10.32%
5 Consumer Discretionary 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$589K 0.22%
+4,352
102
$585K 0.21%
+4,028
103
$578K 0.21%
33,095
+179
104
$573K 0.21%
+2,030
105
$540K 0.2%
9,985
+403
106
$537K 0.2%
3,698
107
$535K 0.2%
3,269
108
$521K 0.19%
3,469
109
$501K 0.18%
13,548
-10,244
110
$496K 0.18%
3,754
111
$496K 0.18%
24,764
+874
112
$492K 0.18%
6,677
+247
113
$489K 0.18%
4,823
-2,797
114
$463K 0.17%
10,462
+98
115
$438K 0.16%
11,100
116
$428K 0.16%
11,081
+4,195
117
$424K 0.16%
10,369
+514
118
$388K 0.14%
37,203
+131
119
$386K 0.14%
3,520
-4,241
120
$368K 0.13%
6,779
+67
121
$363K 0.13%
+11,829
122
$352K 0.13%
5,278
-15,917
123
$346K 0.13%
10,347
+364
124
$341K 0.12%
+9,900
125
$321K 0.12%
1,774
+19
3 4
5
6 7