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
$271M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.29M
3
+$1.27M
4
AMZN icon
Amazon
AMZN
+$1.27M
5
AIG icon
American International
AIG
+$1.25M

Top Sells

1
+$1.39M
2
+$902K
3
+$896K
4
RYAAY icon
Ryanair
RYAAY
+$828K
5
AAP icon
Advance Auto Parts
AAP
+$765K

Sector Composition

1 Financials 17.93%
2 Healthcare 13.41%
3 Technology 12.9%
4 Consumer Discretionary 11.79%
5 Industrials 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$776K 0.29%
9,657
+5,995
127
$769K 0.28%
9,127
+643
128
$758K 0.28%
+19,600
129
$751K 0.28%
106,679
+790
130
$747K 0.28%
+12,744
131
$739K 0.27%
+4,100
132
$729K 0.27%
14,521
+845
133
$724K 0.27%
13,679
+1,436
134
$723K 0.27%
+12,400
135
$720K 0.27%
23,632
+3,014
136
$716K 0.26%
+50,600
137
$701K 0.26%
19,028
+12,300
138
$698K 0.26%
7,875
+555
139
$693K 0.26%
+17,200
140
$691K 0.26%
+14,506
141
$681K 0.25%
21,423
+9,849
142
$671K 0.25%
18,300
+11,689
143
$659K 0.24%
1,934
+896
144
$654K 0.24%
9,079
+1,025
145
$649K 0.24%
7,935
+2,155
146
$647K 0.24%
10,034
-786
147
$641K 0.24%
+12,641
148
$625K 0.23%
11,540
+695
149
$625K 0.23%
32,238
+12,225
150
$613K 0.23%
7,016
+1,565
4 5
6
7 8