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
$210M
AUM Growth
+$1.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$1.57M
3
+$1.56M
4
RIO icon
Rio Tinto
RIO
+$1.02M
5
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$977K

Top Sells

1
+$2.18M
2
+$1.62M
3
+$1.22M
4
ORAN
Orange
ORAN
+$1.2M
5
AEG icon
Aegon
AEG
+$1.04M

Sector Composition

1 Financials 19.95%
2 Technology 12.64%
3 Consumer Discretionary 11.78%
4 Healthcare 11.52%
5 Industrials 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$382K 0.18%
10,065
-269
152
$374K 0.18%
7,620
153
$374K 0.18%
3,365
-697
154
$363K 0.17%
+5,500
155
$355K 0.17%
1,522
156
$353K 0.17%
5,754
-99
157
$353K 0.17%
5,470
-2,496
158
$349K 0.17%
3,897
-68
159
$349K 0.17%
22,714
-78,326
160
$340K 0.16%
3,869
-1,395
161
$332K 0.16%
+11,567
162
$326K 0.16%
20,010
163
$326K 0.16%
3,488
-43
164
$325K 0.16%
3,197
-73
165
$323K 0.15%
7,845
-6,233
166
$322K 0.15%
11,578
+9
167
$319K 0.15%
6,610
168
$314K 0.15%
5,014
+2
169
$313K 0.15%
5,287
-2,707
170
$310K 0.15%
2,487
-3
171
$305K 0.15%
7,137
-11,845
172
$301K 0.14%
7,325
-528
173
$301K 0.14%
2,350
174
$294K 0.14%
6,098
-5
175
$292K 0.14%
14,077
5 6
7
8 9