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
$275M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.75M
3
+$1.01M
4
CC icon
Chemours
CC
+$926K
5
AFL icon
Aflac
AFL
+$877K

Top Sells

1
+$2.61M
2
+$1.26M
3
+$1.07M
4
JBLU icon
JetBlue
JBLU
+$972K
5
WFC icon
Wells Fargo
WFC
+$943K

Sector Composition

1 Financials 19.66%
2 Technology 15.88%
3 Industrials 12.49%
4 Healthcare 11.65%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$555K 0.2%
17,383
+404
127
$546K 0.2%
7,116
-3,196
128
$545K 0.2%
16,733
+303
129
$527K 0.19%
5,090
-770
130
$525K 0.19%
6,254
-1,881
131
$519K 0.19%
8,760
-255
132
$519K 0.19%
+4,474
133
$512K 0.19%
37,790
-17,280
134
$508K 0.18%
14,999
-46
135
$503K 0.18%
+6,172
136
$501K 0.18%
+5,773
137
$488K 0.18%
3,270
138
$488K 0.18%
+13,083
139
$483K 0.18%
9,066
-264
140
$483K 0.18%
3,463
-97
141
$470K 0.17%
9,633
+223
142
$467K 0.17%
+8,337
143
$464K 0.17%
12,821
-48
144
$463K 0.17%
+4,483
145
$460K 0.17%
3,007
-1,358
146
$455K 0.17%
15,185
147
$455K 0.17%
5,288
+2,118
148
$453K 0.16%
4,879
-3,201
149
$442K 0.16%
1,935
-60
150
$441K 0.16%
14,655
+2,710
4 5
6
7 8