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
$271M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.29M
3
+$1.27M
4
AMZN icon
Amazon
AMZN
+$1.27M
5
AIG icon
American International
AIG
+$1.25M

Top Sells

1
+$1.39M
2
+$902K
3
+$896K
4
RYAAY icon
Ryanair
RYAAY
+$828K
5
AAP icon
Advance Auto Parts
AAP
+$765K

Sector Composition

1 Financials 17.93%
2 Healthcare 13.41%
3 Technology 12.9%
4 Consumer Discretionary 11.79%
5 Industrials 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$605K 0.22%
22,143
+1,243
152
$603K 0.22%
11,744
+1,155
153
$601K 0.22%
+47,700
154
$599K 0.22%
+26,700
155
$593K 0.22%
5,830
-6,275
156
$592K 0.22%
+18,500
157
$590K 0.22%
35,066
-29,594
158
$588K 0.22%
36,714
-6,460
159
$581K 0.21%
13,982
+605
160
$580K 0.21%
9,550
+190
161
$576K 0.21%
+4,483
162
$563K 0.21%
16,255
+814
163
$556K 0.21%
15,613
+4,040
164
$553K 0.2%
14,315
+795
165
$552K 0.2%
17,365
+5,965
166
$549K 0.2%
+12,100
167
$543K 0.2%
11,353
+1,241
168
$539K 0.2%
2,946
+140
169
$538K 0.2%
10,005
+590
170
$538K 0.2%
15,186
-12,020
171
$538K 0.2%
16,425
+3,444
172
$533K 0.2%
+5,500
173
$529K 0.2%
+8,585
174
$525K 0.19%
7,357
+1,053
175
$519K 0.19%
+5,900
5 6
7
8 9