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
$265M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$2.02M
3
+$1.65M
4
AMT icon
American Tower
AMT
+$1.36M
5
MSFT icon
Microsoft
MSFT
+$1.31M

Top Sells

1
+$2.65M
2
+$2.46M
3
+$2.21M
4
DHR icon
Danaher
DHR
+$1.18M
5
SCHW icon
Charles Schwab
SCHW
+$1.14M

Sector Composition

1 Financials 18.41%
2 Technology 15.34%
3 Industrials 12.64%
4 Healthcare 11.32%
5 Consumer Discretionary 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$461K 0.17%
8,630
+4,030
152
$460K 0.17%
+10,840
153
$460K 0.17%
2,070
+235
154
$460K 0.17%
15,185
+865
155
$458K 0.17%
11,940
+1,490
156
$457K 0.17%
3,560
-350
157
$454K 0.17%
9,410
+2,770
158
$441K 0.17%
10,200
+1,280
159
$440K 0.17%
5,975
-5,165
160
$439K 0.17%
35,175
+10,335
161
$439K 0.17%
23,120
-2,295
162
$437K 0.17%
+2,990
163
$430K 0.16%
10,015
-26,650
164
$421K 0.16%
4,555
-225
165
$415K 0.16%
7,450
-230
166
$409K 0.15%
12,869
-6,160
167
$395K 0.15%
5,035
-985
168
$377K 0.14%
50,300
-4,900
169
$374K 0.14%
6,645
-2,751
170
$370K 0.14%
12,035
-9,625
171
$359K 0.14%
4,189
+1,205
172
$354K 0.13%
2,830
-275
173
$353K 0.13%
4,375
-1,180
174
$351K 0.13%
+7,965
175
$343K 0.13%
6,020
+1,510
5 6
7
8 9