WIS

Wright Investors Service Portfolio holdings

AUM $318M
1-Year Est. Return 33.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
-$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.26M
3
+$1.13M
4
AXP icon
American Express
AXP
+$1.09M
5
CMCSA icon
Comcast
CMCSA
+$814K

Top Sells

1
+$2.26M
2
+$2.21M
3
+$1.9M
4
T icon
AT&T
T
+$1.79M
5
AMZN icon
Amazon
AMZN
+$1.64M

Sector Composition

1 Technology 19.48%
2 Financials 18.41%
3 Healthcare 13.38%
4 Consumer Discretionary 11.08%
5 Industrials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
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