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
$231M
AUM Growth
-$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.6M
3
+$1.48M
4
MET icon
MetLife
MET
+$1.33M
5
SIVB
SVB Financial Group
SIVB
+$1.23M

Top Sells

1
+$2.31M
2
+$2.27M
3
+$1.9M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$1.88M
5
BTI icon
British American Tobacco
BTI
+$1.8M

Sector Composition

1 Financials 19.31%
2 Technology 14.77%
3 Industrials 13.69%
4 Healthcare 11.02%
5 Consumer Discretionary 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$601K 0.26%
18,776
-11,037
127
$601K 0.26%
7,744
+47
128
$596K 0.26%
30,245
-4,520
129
$595K 0.26%
8,670
-11,860
130
$588K 0.25%
10,436
-32,030
131
$581K 0.25%
4,615
-685
132
$571K 0.25%
9,939
+3,131
133
$571K 0.25%
7,500
-1,125
134
$560K 0.24%
+5,385
135
$556K 0.24%
11,471
+30
136
$551K 0.24%
3,795
+1,165
137
$551K 0.24%
3,235
-65
138
$543K 0.24%
24,255
-1,185
139
$540K 0.23%
10,900
-6,910
140
$523K 0.23%
+49,500
141
$522K 0.23%
4,650
-5,165
142
$517K 0.22%
13,211
+4,679
143
$509K 0.22%
7,140
-975
144
$509K 0.22%
+15,415
145
$508K 0.22%
4,340
+585
146
$501K 0.22%
5,555
-7,096
147
$501K 0.22%
4,388
+65
148
$493K 0.21%
4,275
+1,445
149
$492K 0.21%
8,175
-19,475
150
$480K 0.21%
+36,400
4 5
6
7 8