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
$221M
AUM Growth
-$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.55M
3
+$1.42M
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$1.31M
5
BBVA icon
Banco Bilbao Vizcaya Argentaria
BBVA
+$1.14M

Top Sells

1
+$5.9M
2
+$2.34M
3
+$2.15M
4
SNY icon
Sanofi
SNY
+$1.56M
5
ALU
Alcatel-Lucent
ALU
+$1.29M

Sector Composition

1 Financials 20.29%
2 Industrials 12.7%
3 Healthcare 11.61%
4 Consumer Discretionary 8.96%
5 Energy 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$439K 0.2%
5,420
+1,132
152
$436K 0.2%
8,962
-15,670
153
$435K 0.2%
5,316
+385
154
$429K 0.19%
4,520
-462
155
$427K 0.19%
1,336
-920
156
$422K 0.19%
+7,474
157
$416K 0.19%
19,160
158
$415K 0.19%
4,850
159
$412K 0.19%
12,538
-1,613
160
$395K 0.18%
4,504
-839
161
$381K 0.17%
2,822
-3,241
162
$380K 0.17%
2,583
-40
163
$377K 0.17%
3,638
+281
164
$371K 0.17%
5,813
-70
165
$368K 0.17%
1,978
-561
166
$358K 0.16%
+4,640
167
$343K 0.16%
4,147
-2
168
$340K 0.15%
2,671
-2,400
169
$331K 0.15%
+2,311
170
$326K 0.15%
3,125
-90
171
$321K 0.15%
2,680
+560
172
$319K 0.14%
5,500
-1,081
173
$316K 0.14%
19,926
-9
174
$315K 0.14%
12,163
175
$314K 0.14%
3,320
5 6
7
8 9