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
$227M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.2M
3
+$1.69M
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$1.22M
5
GSK icon
GSK
GSK
+$1.19M

Top Sells

1
+$3.35M
2
+$2.45M
3
+$2.3M
4
BNS icon
Scotiabank
BNS
+$1.89M
5
DAI
DAIMLER AG
DAI
+$1.51M

Sector Composition

1 Financials 22.98%
2 Healthcare 11.07%
3 Industrials 11.06%
4 Consumer Discretionary 10.25%
5 Technology 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$558K 0.25%
12,405
-6,250
127
$556K 0.25%
13,243
+5,652
128
$551K 0.24%
10,559
-649
129
$542K 0.24%
+10,468
130
$531K 0.23%
9,490
+432
131
$530K 0.23%
15,007
+25
132
$526K 0.23%
23,655
-1,095
133
$515K 0.23%
6,130
-10
134
$515K 0.23%
13,130
-2,510
135
$503K 0.22%
9,455
-10,171
136
$500K 0.22%
6,315
-385
137
$499K 0.22%
7,232
+20
138
$497K 0.22%
7,028
-1,275
139
$489K 0.22%
9,810
-399
140
$487K 0.21%
37,888
-35,701
141
$483K 0.21%
10,455
+2,210
142
$480K 0.21%
9,138
-328
143
$475K 0.21%
5,985
-170
144
$470K 0.21%
5,653
-5
145
$465K 0.21%
13,353
+3,481
146
$464K 0.2%
5,117
-5
147
$455K 0.2%
8,630
+2,440
148
$453K 0.2%
7,844
-485
149
$449K 0.2%
+9,654
150
$447K 0.2%
5,566
-2,546
4 5
6
7 8