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
$275M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.75M
3
+$1.01M
4
CC icon
Chemours
CC
+$926K
5
AFL icon
Aflac
AFL
+$877K

Top Sells

1
+$2.61M
2
+$1.26M
3
+$1.07M
4
JBLU icon
JetBlue
JBLU
+$972K
5
WFC icon
Wells Fargo
WFC
+$943K

Sector Composition

1 Financials 19.66%
2 Technology 15.88%
3 Industrials 12.49%
4 Healthcare 11.65%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$440K 0.16%
5,314
-2,781
152
$439K 0.16%
7,798
+1,153
153
$436K 0.16%
34,215
-960
154
$430K 0.16%
3,157
-88
155
$425K 0.15%
11,975
-60
156
$399K 0.15%
+5,590
157
$393K 0.14%
4,888
-147
158
$366K 0.13%
6,107
+87
159
$351K 0.13%
48,910
-1,390
160
$350K 0.13%
5,602
-161
161
$349K 0.13%
9,371
-274
162
$347K 0.13%
5,275
+880
163
$343K 0.12%
+2,935
164
$342K 0.12%
5,747
-4,308
165
$342K 0.12%
1,442
-628
166
$340K 0.12%
2,750
-80
167
$336K 0.12%
2,568
+656
168
$335K 0.12%
5,298
+1,518
169
$334K 0.12%
17,794
-11,811
170
$333K 0.12%
4,296
+107
171
$327K 0.12%
3,259
-96
172
$323K 0.12%
6,313
-12
173
$323K 0.12%
41,909
+10,779
174
$320K 0.12%
+8,691
175
$316K 0.12%
2,120
-3,715
5 6
7
8 9