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
$278M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.7M
3
+$1.63M
4
PSA icon
Public Storage
PSA
+$1.33M
5
CVX icon
Chevron
CVX
+$1.21M

Top Sells

1
+$1.81M
2
+$1.38M
3
+$1.19M
4
PGR icon
Progressive
PGR
+$1.17M
5
CBRE icon
CBRE Group
CBRE
+$1.17M

Sector Composition

1 Technology 20.05%
2 Financials 17.92%
3 Communication Services 11.44%
4 Healthcare 11.11%
5 Consumer Discretionary 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$644K 0.23%
7,472
-45
102
$639K 0.23%
+5,140
103
$628K 0.23%
31,438
+5,581
104
$625K 0.22%
+11,717
105
$608K 0.22%
7,501
-44
106
$594K 0.21%
17,427
-52,969
107
$594K 0.21%
3,930
-10
108
$553K 0.2%
127,160
109
$553K 0.2%
+20,708
110
$542K 0.19%
9,515
-58
111
$501K 0.18%
3,969
-5,710
112
$495K 0.18%
8,195
+1,648
113
$489K 0.18%
+249
114
$488K 0.18%
1,881
-1,001
115
$487K 0.17%
4,586
+824
116
$482K 0.17%
+48,861
117
$482K 0.17%
13,685
+2,442
118
$478K 0.17%
+5,807
119
$458K 0.16%
13,382
+4,018
120
$451K 0.16%
6,191
-34
121
$449K 0.16%
15,069
-20,328
122
$448K 0.16%
5,111
-10
123
$441K 0.16%
8,190
+1,328
124
$438K 0.16%
7,668
+2,162
125
$409K 0.15%
1,529
-1,749
3 4
5
6 7