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
$352M
AUM Growth
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$2.51M
3
+$2.33M
4
ETSY icon
Etsy
ETSY
+$2.17M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.06M

Top Sells

1
+$3.2M
2
+$3.1M
3
+$2.72M
4
TSLA icon
Tesla
TSLA
+$2.25M
5
CVX icon
Chevron
CVX
+$2.11M

Sector Composition

1 Technology 23.18%
2 Financials 18.02%
3 Healthcare 12.15%
4 Communication Services 11.71%
5 Consumer Discretionary 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$811K 0.23%
2,814
+673
102
$797K 0.23%
26,609
+1,734
103
$788K 0.22%
18,075
+8,782
104
$784K 0.22%
75,223
+34,228
105
$780K 0.22%
3,980
-2,308
106
$777K 0.22%
5,449
-17
107
$758K 0.22%
+7,950
108
$754K 0.21%
11,736
-41
109
$733K 0.21%
13,113
-43
110
$713K 0.2%
23,975
-82
111
$697K 0.2%
1,047
-233
112
$689K 0.2%
3,442
-152
113
$676K 0.19%
44,195
-144
114
$664K 0.19%
+30,616
115
$659K 0.19%
4,530
+404
116
$644K 0.18%
11,310
-30,240
117
$640K 0.18%
5,866
+133
118
$632K 0.18%
11,644
-39
119
$619K 0.18%
+9,093
120
$611K 0.17%
8,744
+209
121
$595K 0.17%
11,291
-37,857
122
$580K 0.16%
+6,393
123
$559K 0.16%
5,909
-11,148
124
$506K 0.14%
25,214
+1,069
125
$503K 0.14%
+14,181
3 4
5
6 7