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
$291M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1 +$4.48M
2 +$2.82M
3 +$2.45M
4
LH icon
Labcorp
LH
+$2.02M
5
ETSY icon
Etsy
ETSY
+$1.56M

Top Sells

1 +$4.75M
2 +$3.38M
3 +$2.14M
4
AMZN icon
Amazon
AMZN
+$1.83M
5
V icon
Visa
V
+$1.81M

Sector Composition

1 Technology 22.95%
2 Financials 18.48%
3 Consumer Discretionary 12.21%
4 Healthcare 11.57%
5 Communication Services 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$450K 0.15%
20,665
+556
127
$447K 0.15%
3,115
-2,533
128
$443K 0.15%
6,052
-1,546
129
$440K 0.15%
10,634
-5,673
130
$433K 0.15%
7,435
-14,318
131
$415K 0.14%
34,911
+11,161
132
$403K 0.14%
1,499
-7
133
$395K 0.14%
20,071
-100
134
$388K 0.13%
7,781
-587
135
$368K 0.13%
36,779
-174
136
$365K 0.13%
+755
137
$363K 0.12%
+2,751
138
$352K 0.12%
+9,361
139
$338K 0.12%
+1,430
140
$331K 0.11%
1,459
-504
141
$321K 0.11%
4,484
-1,543
142
$318K 0.11%
+41,285
143
$283K 0.1%
+3,042
144
$266K 0.09%
1,186
-5
145
$230K 0.08%
939
-81
146
-8,235
147
-6,273
148
-16,996
149
-4,864
150
-5,398