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
$210M
AUM Growth
+$1.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$1.57M
3
+$1.56M
4
RIO icon
Rio Tinto
RIO
+$1.02M
5
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$977K

Top Sells

1
+$2.18M
2
+$1.62M
3
+$1.22M
4
ORAN
Orange
ORAN
+$1.2M
5
AEG icon
Aegon
AEG
+$1.04M

Sector Composition

1 Financials 19.95%
2 Technology 12.64%
3 Consumer Discretionary 11.78%
4 Healthcare 11.52%
5 Industrials 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$505K 0.24%
11,571
+6,036
127
$504K 0.24%
9,625
+2,405
128
$494K 0.24%
3,563
+1,018
129
$477K 0.23%
36,520
-20,435
130
$474K 0.23%
6,709
-4
131
$472K 0.23%
8,558
132
$471K 0.22%
9,417
-685
133
$471K 0.22%
5,269
134
$469K 0.22%
10,677
-655
135
$461K 0.22%
9,037
+295
136
$459K 0.22%
4,833
+1,195
137
$456K 0.22%
7,004
138
$443K 0.21%
5,981
-2,208
139
$442K 0.21%
11,400
-19
140
$436K 0.21%
5,948
141
$434K 0.21%
8,416
+4,385
142
$431K 0.21%
4,505
143
$415K 0.2%
3,914
-58
144
$408K 0.19%
6,510
-3,949
145
$402K 0.19%
2,584
+957
146
$402K 0.19%
5,170
147
$399K 0.19%
12,062
-3,930
148
$397K 0.19%
3,474
+52
149
$393K 0.19%
17,580
150
$389K 0.19%
6,965
4 5
6
7 8