WIS
Wright Investors Service Portfolio holdings
AUM
$333M
1-Year Est. Return
31.53%
This Fund
S&P 500
1 Year Est. Return
+31.53%
AUM
$333M
AUM Growth
-$12.3M
(-3.6%)
Holding
159
Top Buys
| 1 | +$3.43M | |
| 2 | +$2.68M | |
| 3 | +$1.43M | |
| 4 |
Eli Lilly
LLY
|
+$1.24M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$1.09M |
Top Sells
| 1 | +$3.47M | |
| 2 | +$2.91M | |
| 3 | +$2.62M | |
| 4 |
Howmet Aerospace
HWM
|
+$2.26M |
| 5 |
Arista Networks
ANET
|
+$2.12M |
Sector Composition
| 1 | Technology | 30.01% |
| 2 | Financials | 17.72% |
| 3 | Communication Services | 12.55% |
| 4 | Healthcare | 9.91% |
| 5 | Consumer Discretionary | 9.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Builders FirstSource
BLDR
$9.52B
| – | – |
-2,726
|
|
||
152
BorgWarner
BWA
$11.5B
| – | – |
-7,587
|
|
||
153
CACI
CACI
$11.6B
| – | – |
-1,402
|
|
||
154
Chipotle Mexican Grill
CMG
$46.7B
| – | – |
-16,333
|
|
||
155
Digital Realty Trust
DLR
$70B
| – | – |
-1,166
|
|
||
|
156
Howmet Aerospace
HWM
$102B
| – | – |
-11,536
|
|
||
157
ServiceNow
NOW
$100B
| – | – |
-5,315
|
|
||
158
Pilgrim's Pride
PPC
$8.07B
| – | – |
-10,217
|
|
||
159
Vistra
VST
$55.3B
| – | – |
-1,761
|
|