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
$221M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.68M
3
+$1.47M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.26M
5
CS
Credit Suisse Group
CS
+$1.21M

Top Sells

1
+$5.03M
2
+$1.91M
3
+$1.49M
4
HMC icon
Honda
HMC
+$1.49M
5
RKT
ROCK-TENN COMPANY CL-A
RKT
+$1.06M

Sector Composition

1 Financials 17.52%
2 Technology 13.62%
3 Healthcare 13.4%
4 Consumer Discretionary 13.31%
5 Industrials 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$433K 0.2%
5,655
+2,290
152
$427K 0.19%
5,945
-3
153
$419K 0.19%
+13,080
154
$418K 0.19%
+5,997
155
$417K 0.19%
+29,505
156
$415K 0.19%
+1,525
157
$412K 0.19%
+3,808
158
$405K 0.18%
3,712
-202
159
$403K 0.18%
6,709
+1,695
160
$400K 0.18%
1,936
+414
161
$399K 0.18%
4,235
-270
162
$396K 0.18%
+7,280
163
$383K 0.17%
8,134
+2,762
164
$376K 0.17%
12,981
+7,026
165
$370K 0.17%
+89,630
166
$366K 0.17%
+3,112
167
$359K 0.16%
11,400
168
$358K 0.16%
6,974
-3,018
169
$356K 0.16%
12,065
+3
170
$356K 0.16%
9,935
-742
171
$356K 0.16%
20,013
+3
172
$355K 0.16%
11,574
-4
173
$349K 0.16%
7,140
+3
174
$345K 0.16%
8,095
+250
175
$342K 0.15%
12,218
+651
5 6
7
8 9