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
$382M
AUM Growth
+$2.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.28M
3
+$1.92M
4
EBAY icon
eBay
EBAY
+$1.83M
5
SYY icon
Sysco
SYY
+$1.64M

Top Sells

1
+$2.91M
2
+$2.61M
3
+$2.25M
4
JPM icon
JPMorgan Chase
JPM
+$1.8M
5
UNH icon
UnitedHealth
UNH
+$1.75M

Sector Composition

1 Technology 26.63%
2 Financials 15.46%
3 Healthcare 11.78%
4 Communication Services 10.33%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$502K 0.13%
3,351
-68
127
$483K 0.13%
5,022
-2,741
128
$480K 0.13%
+2,131
129
$476K 0.12%
+12,395
130
$454K 0.12%
3,596
-8,397
131
$452K 0.12%
25,739
-10,314
132
$426K 0.11%
10,055
-205
133
$415K 0.11%
+3,021
134
$341K 0.09%
+3,554
135
$318K 0.08%
7,576
-155
136
$304K 0.08%
+34,065
137
$125K 0.03%
11,809
138
– –
-4,160
139
– –
-659
140
– –
-9,385
141
– –
-12,313
142
– –
-12,602
143
– –
-2,202
144
– –
-3,112
145
– –
-6,703
146
– –
-22,172
147
– –
-2,574
148
– –
-6,527
149
– –
-10,514
150
– –
-1,780
3 4 5
6
7