WIS

Wright Investors Service Portfolio holdings

AUM $333M
1-Year Est. Return 31.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$331M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.84M
3
+$1.81M
4
BA icon
Boeing
BA
+$1.65M
5
UNH icon
UnitedHealth
UNH
+$1.63M

Top Sells

1
+$3.45M
2
+$3.34M
3
+$2.81M
4
ORCL icon
Oracle
ORCL
+$2.09M
5
AAPL icon
Apple
AAPL
+$1.48M

Sector Composition

1 Technology 28.41%
2 Financials 18.13%
3 Communication Services 12.86%
4 Consumer Discretionary 9.88%
5 Healthcare 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$593K 0.18%
24,469
+119
102
$593K 0.18%
4,411
+50
103
$581K 0.18%
37,836
+182
104
$566K 0.17%
10,093
+50
105
$565K 0.17%
6,151
-4,749
106
$558K 0.17%
1,044
+11
107
$558K 0.17%
2,995
+86
108
$548K 0.17%
+8,029
109
$547K 0.17%
13,028
+62
110
$538K 0.16%
18,304
+87
111
$537K 0.16%
3,812
+156
112
$532K 0.16%
16,318
+60
113
$529K 0.16%
25,866
+120
114
$523K 0.16%
6,402
+179
115
$519K 0.16%
9,567
+45
116
$500K 0.15%
20,968
+706
117
$493K 0.15%
+4,667
118
$490K 0.15%
2,056
+10
119
$486K 0.15%
+10,734
120
$481K 0.15%
8,869
-379
121
$472K 0.14%
3,997
+120
122
$471K 0.14%
10,967
+361
123
$471K 0.14%
3,532
-3,591
124
$467K 0.14%
+4,869
125
$467K 0.14%
15,609
+406
3 4
5
6 7