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
$227M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.2M
3
+$1.69M
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$1.22M
5
GSK icon
GSK
GSK
+$1.19M

Top Sells

1
+$3.35M
2
+$2.45M
3
+$2.3M
4
BNS icon
Scotiabank
BNS
+$1.89M
5
DAI
DAIMLER AG
DAI
+$1.51M

Sector Composition

1 Financials 22.98%
2 Healthcare 11.07%
3 Industrials 11.06%
4 Consumer Discretionary 10.25%
5 Technology 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$446K 0.2%
4,449
+10
152
$436K 0.19%
5,725
-3,530
153
$434K 0.19%
19,366
-16,469
154
$431K 0.19%
+11,414
155
$429K 0.19%
+14,876
156
$423K 0.19%
2,620
+1
157
$421K 0.19%
39,612
-1,185
158
$393K 0.17%
3,079
-186
159
$392K 0.17%
+5,284
160
$392K 0.17%
16,774
-134
161
$389K 0.17%
21,027
-584
162
$389K 0.17%
11,700
-1,120
163
$388K 0.17%
+23,504
164
$387K 0.17%
20,537
+8,190
165
$379K 0.17%
2,114
-905
166
$368K 0.16%
4,891
-556
167
$367K 0.16%
2,711
-490
168
$366K 0.16%
4,749
-1,062
169
$360K 0.16%
+3,477
170
$359K 0.16%
5,111
+798
171
$354K 0.16%
19,913
+5,050
172
$346K 0.15%
6,034
+1
173
$328K 0.14%
4,241
+540
174
$325K 0.14%
11,741
-256
175
$314K 0.14%
+4,104
5 6
7
8 9