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
$262M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.17M
3
+$2.08M
4
AVGO icon
Broadcom
AVGO
+$1.5M
5
SBUX icon
Starbucks
SBUX
+$1.39M

Top Sells

1
+$1.73M
2
+$1.52M
3
+$1.3M
4
MPC icon
Marathon Petroleum
MPC
+$1.18M
5
ORCL icon
Oracle
ORCL
+$1.16M

Sector Composition

1 Financials 20.7%
2 Technology 19.84%
3 Healthcare 11.64%
4 Communication Services 11.02%
5 Consumer Discretionary 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$332K 0.13%
+10,822
127
$326K 0.12%
2,885
-1,985
128
$323K 0.12%
6,862
+411
129
$319K 0.12%
33,591
-107
130
$319K 0.12%
+5,506
131
$319K 0.12%
+5,527
132
$315K 0.12%
+6,814
133
$312K 0.12%
5,113
+47
134
$312K 0.12%
6,762
-20
135
$311K 0.12%
7,102
-23
136
$308K 0.12%
18,355
-61
137
$305K 0.12%
1,665
-1,770
138
$302K 0.12%
8,521
-28
139
$299K 0.11%
+6,573
140
$289K 0.11%
3,977
+867
141
$288K 0.11%
12,948
-36
142
$279K 0.11%
2,358
+22
143
$275K 0.1%
4,992
-16
144
$272K 0.1%
3,264
-59
145
$268K 0.1%
+5,439
146
$259K 0.1%
2,767
-9
147
$249K 0.09%
3,197
-10
148
$249K 0.09%
3,056
-2,109
149
$210K 0.08%
+1,929
150
$204K 0.08%
10,741
+623
3 4 5
6
7