WIS

Wright Investors Service Portfolio holdings

AUM $345M
1-Year Est. Return 30.17%
This Quarter Est. Return
1 Year Est. Return
+30.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
-$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.55M
3
+$1.42M
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$1.31M
5
BBVA icon
Banco Bilbao Vizcaya Argentaria
BBVA
+$1.14M

Top Sells

1
+$5.9M
2
+$2.34M
3
+$2.15M
4
SNY icon
Sanofi
SNY
+$1.56M
5
ALU
Alcatel-Lucent
ALU
+$1.29M

Sector Composition

1 Financials 20.29%
2 Industrials 12.7%
3 Healthcare 11.61%
4 Consumer Discretionary 8.96%
5 Energy 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$558K 0.25%
8,920
-10,840
127
$551K 0.25%
20,726
-7,190
128
$550K 0.25%
4,306
-3,119
129
$543K 0.25%
6,335
+531
130
$533K 0.24%
8,831
131
$533K 0.24%
6,430
+96
132
$529K 0.24%
6,323
+551
133
$522K 0.24%
10,793
-180
134
$510K 0.23%
9,063
+5,225
135
$510K 0.23%
+18,979
136
$508K 0.23%
12,350
-1,468
137
$501K 0.23%
6,620
138
$497K 0.22%
4,659
+408
139
$492K 0.22%
9,340
-1,940
140
$489K 0.22%
8,209
141
$484K 0.22%
18,595
+8,315
142
$471K 0.21%
7,605
-1,780
143
$468K 0.21%
+17,633
144
$467K 0.21%
11,895
+1,042
145
$455K 0.21%
7,860
+3,765
146
$452K 0.2%
+11,777
147
$449K 0.2%
16,722
-72
148
$448K 0.2%
+23,970
149
$445K 0.2%
13,149
-7,268
150
$442K 0.2%
32,201
4 5
6
7 8