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
$382M
AUM Growth
+$2.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.28M
3
+$1.92M
4
EBAY icon
eBay
EBAY
+$1.83M
5
SYY icon
Sysco
SYY
+$1.64M

Top Sells

1
+$2.91M
2
+$2.61M
3
+$2.25M
4
JPM icon
JPMorgan Chase
JPM
+$1.8M
5
UNH icon
UnitedHealth
UNH
+$1.75M

Sector Composition

1 Technology 26.63%
2 Financials 15.46%
3 Healthcare 11.78%
4 Communication Services 10.33%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$953K 0.25%
10,568
-213
102
$934K 0.24%
+3,891
103
$919K 0.24%
36,722
-716
104
$897K 0.23%
2,539
105
$891K 0.23%
11,861
106
$881K 0.23%
6,990
+106
107
$861K 0.23%
+5,480
108
$854K 0.22%
11,069
-226
109
$849K 0.22%
18,555
-33,148
110
$839K 0.22%
+10,749
111
$813K 0.21%
+8,455
112
$806K 0.21%
+5,142
113
$775K 0.2%
10,893
-4,080
114
$759K 0.2%
9,586
+687
115
$752K 0.2%
13,306
-12,421
116
$742K 0.19%
5,533
-2,216
117
$724K 0.19%
+7,277
118
$720K 0.19%
15,621
-5,680
119
$697K 0.18%
8,681
-173
120
$598K 0.16%
946
-18
121
$563K 0.15%
+11,275
122
$553K 0.14%
18,692
-16,098
123
$550K 0.14%
3,064
-3,111
124
$549K 0.14%
7,817
-386
125
$544K 0.14%
13,629
-2,252
3 4
5
6 7