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
$221M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.68M
3
+$1.47M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.26M
5
CS
Credit Suisse Group
CS
+$1.21M

Top Sells

1
+$5.03M
2
+$1.91M
3
+$1.49M
4
HMC icon
Honda
HMC
+$1.49M
5
RKT
ROCK-TENN COMPANY CL-A
RKT
+$1.06M

Sector Composition

1 Financials 17.52%
2 Technology 13.62%
3 Healthcare 13.4%
4 Consumer Discretionary 13.31%
5 Industrials 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$532K 0.24%
2,966
+1,358
127
$528K 0.24%
11,890
128
$521K 0.24%
9,415
-2
129
$514K 0.23%
13,377
130
$514K 0.23%
9,360
+2,395
131
$513K 0.23%
4,110
132
$511K 0.23%
11,573
+2
133
$495K 0.22%
8,769
+3,973
134
$490K 0.22%
15,441
-8
135
$486K 0.22%
2,806
+10
136
$485K 0.22%
9,771
+2
137
$477K 0.22%
5,850
+135
138
$474K 0.21%
+25,825
139
$465K 0.21%
6,947
+966
140
$464K 0.21%
8,558
141
$462K 0.21%
33,952
+890
142
$454K 0.21%
6,304
-405
143
$447K 0.2%
10,112
-1,057
144
$447K 0.2%
13,520
+5
145
$446K 0.2%
4,392
+1,905
146
$444K 0.2%
5,780
+2,260
147
$442K 0.2%
36,521
+1
148
$441K 0.2%
5,451
+3,011
149
$439K 0.2%
9,163
-2,515
150
$438K 0.2%
4,838
+5
4 5
6
7 8