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
$203M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$3.82M
3
+$2.7M
4
TD icon
Toronto Dominion Bank
TD
+$2.39M
5
GIL icon
Gildan
GIL
+$1.82M

Top Sells

1
+$5.14M
2
+$4.77M
3
+$3.12M
4
AGU
Agrium
AGU
+$2.07M
5
BUD icon
AB InBev
BUD
+$1.98M

Sector Composition

1 Financials 21.76%
2 Technology 10.9%
3 Industrials 9.87%
4 Consumer Discretionary 9.7%
5 Energy 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$455K 0.22%
6,010
-610
127
$444K 0.22%
+4,481
128
$441K 0.22%
31,138
-1,063
129
$440K 0.22%
12,330
-819
130
$438K 0.22%
10,520
-3,755
131
$435K 0.21%
17,515
-1,080
132
$433K 0.21%
7,484
-725
133
$433K 0.21%
17,899
-1,080
134
$432K 0.21%
5,331
-89
135
$427K 0.21%
9,970
-823
136
$425K 0.21%
8,230
-690
137
$423K 0.21%
4,098
-561
138
$418K 0.21%
6,748
+935
139
$418K 0.21%
12,860
-7,471
140
$413K 0.2%
+3,502
141
$412K 0.2%
10,564
-1,331
142
$412K 0.2%
3,124
+444
143
$412K 0.2%
5,417
+2,667
144
$411K 0.2%
7,111
-363
145
$401K 0.2%
6,891
+1,391
146
$400K 0.2%
11,671
-17,495
147
$399K 0.2%
1,216
-120
148
$397K 0.2%
+6,748
149
$396K 0.2%
11,513
-1,025
150
$396K 0.2%
7,385
-475
4 5
6
7 8