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
$265M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$2.02M
3
+$1.65M
4
AMT icon
American Tower
AMT
+$1.36M
5
MSFT icon
Microsoft
MSFT
+$1.31M

Top Sells

1
+$2.65M
2
+$2.46M
3
+$2.21M
4
DHR icon
Danaher
DHR
+$1.18M
5
SCHW icon
Charles Schwab
SCHW
+$1.14M

Sector Composition

1 Financials 18.41%
2 Technology 15.34%
3 Industrials 12.64%
4 Healthcare 11.32%
5 Consumer Discretionary 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$600K 0.23%
5,030
-1,975
127
$585K 0.22%
9,330
-905
128
$585K 0.22%
2,405
-1,200
129
$583K 0.22%
16,675
-4,990
130
$582K 0.22%
5,860
+110
131
$579K 0.22%
+3,620
132
$572K 0.22%
17,680
-4,485
133
$566K 0.21%
10,055
-985
134
$564K 0.21%
12,175
-11,595
135
$562K 0.21%
29,605
-12,335
136
$561K 0.21%
16,979
+4,665
137
$541K 0.2%
9,345
+1,170
138
$532K 0.2%
+8,135
139
$518K 0.2%
7,675
+2,025
140
$516K 0.2%
9,105
+4,505
141
$515K 0.19%
36,450
-17,150
142
$514K 0.19%
+16,430
143
$513K 0.19%
15,045
-4,435
144
$508K 0.19%
1,995
-185
145
$490K 0.19%
7,835
-210
146
$482K 0.18%
4,275
-3,870
147
$471K 0.18%
3,770
-125
148
$467K 0.18%
4,979
-150
149
$466K 0.18%
9,015
-875
150
$463K 0.18%
+3,270
4 5
6
7 8