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
$262M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.17M
3
+$2.08M
4
AVGO icon
Broadcom
AVGO
+$1.5M
5
SBUX icon
Starbucks
SBUX
+$1.39M

Top Sells

1
+$1.73M
2
+$1.52M
3
+$1.3M
4
MPC icon
Marathon Petroleum
MPC
+$1.18M
5
ORCL icon
Oracle
ORCL
+$1.16M

Sector Composition

1 Financials 20.7%
2 Technology 19.84%
3 Healthcare 11.64%
4 Communication Services 11.02%
5 Consumer Discretionary 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$566K 0.22%
3,308
+15
102
$561K 0.21%
15,980
+218
103
$546K 0.21%
11,544
-27,425
104
$541K 0.21%
3,940
+15
105
$522K 0.2%
127,160
+6,240
106
$517K 0.2%
2,208
+15
107
$515K 0.2%
25,857
+1,325
108
$505K 0.19%
2,968
+15
109
$495K 0.19%
2,987
+27
110
$484K 0.18%
13,170
+438
111
$458K 0.17%
+13,958
112
$451K 0.17%
1,301
-433
113
$436K 0.17%
6,225
-18
114
$425K 0.16%
5,121
+25
115
$411K 0.16%
11,243
+629
116
$409K 0.16%
10,355
+4,089
117
$387K 0.15%
27,997
-93
118
$374K 0.14%
6,547
+366
119
$372K 0.14%
12,237
+104
120
$362K 0.14%
3,555
-14,957
121
$359K 0.14%
3,762
+263
122
$353K 0.13%
9,364
-30
123
$353K 0.13%
7,462
+66
124
$341K 0.13%
3,850
+31
125
$339K 0.13%
+2,673
3 4
5
6 7