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
$247M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.4M
3
+$1.19M
4
IBM icon
IBM
IBM
+$1.15M
5
T icon
AT&T
T
+$1.09M

Top Sells

1
+$1.44M
2
+$1.27M
3
+$964K
4
SIVB
SVB Financial Group
SIVB
+$826K
5
INTC icon
Intel
INTC
+$812K

Sector Composition

1 Financials 18.19%
2 Technology 15.78%
3 Industrials 12.4%
4 Healthcare 12.24%
5 Communication Services 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$606K 0.25%
2,215
+85
127
$592K 0.24%
4,750
+475
128
$588K 0.24%
10,599
+660
129
$584K 0.24%
9,531
-4,737
130
$581K 0.24%
80,110
+30,655
131
$569K 0.23%
6,325
-1,175
132
$565K 0.23%
11,040
-9,325
133
$559K 0.23%
6,860
-2,675
134
$549K 0.22%
5,750
-1,097
135
$547K 0.22%
4,120
-530
136
$544K 0.22%
14,287
+942
137
$542K 0.22%
25,415
-4,830
138
$541K 0.22%
+3,895
139
$539K 0.22%
+9,905
140
$539K 0.22%
+15,120
141
$528K 0.21%
48,510
+12,110
142
$510K 0.21%
2,180
-30
143
$506K 0.2%
9,890
-1,985
144
$505K 0.2%
24,310
+7,890
145
$504K 0.2%
2,710
-4,440
146
$504K 0.2%
8,278
-5,189
147
$501K 0.2%
1,305
+95
148
$496K 0.2%
3,910
-705
149
$488K 0.2%
8,175
+2,095
150
$487K 0.2%
18,895
-4,325
4 5
6
7 8