WIS

Wright Investors Service Portfolio holdings

AUM $333M
1-Year Est. Return 31.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$1.38M
3
+$1.19M
4
IBM icon
IBM
IBM
+$1.16M
5
T icon
AT&T
T
+$1.09M

Top Sells

1
+$1.44M
2
+$1.3M
3
+$1.01M
4
INTC icon
Intel
INTC
+$814K
5
SIVB
SVB Financial Group
SIVB
+$807K

Sector Composition

1 Financials 18.19%
2 Technology 15.78%
3 Industrials 12.4%
4 Healthcare 12.24%
5 Communication Services 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$484K 0.2%
31,095
+7,495
152
$476K 0.19%
11,217
153
$469K 0.19%
3,441
+260
154
$464K 0.19%
+4,780
155
$456K 0.18%
5,129
+334
156
$456K 0.18%
5,555
157
$448K 0.18%
8,045
-1,105
158
$442K 0.18%
6,020
-1,120
159
$441K 0.18%
4,771
+356
160
$441K 0.18%
2,975
-6,505
161
$439K 0.18%
11,325
+900
162
$435K 0.18%
6,785
-1,390
163
$424K 0.17%
14,320
+1,205
164
$423K 0.17%
55,200
-77,000
165
$422K 0.17%
+1,835
166
$418K 0.17%
+7,680
167
$418K 0.17%
11,559
-2,313
168
$413K 0.17%
7,059
+4,534
169
$406K 0.16%
12,314
+880
170
$403K 0.16%
+13,330
171
$403K 0.16%
7,935
-5,588
172
$401K 0.16%
9,850
-12,600
173
$397K 0.16%
10,450
+1,040
174
$392K 0.16%
3,680
-3,265
175
$387K 0.16%
+11,385
5 6
7
8 9