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
$233M
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.51M
3
+$1.5M
4
MCD icon
McDonald's
MCD
+$1.37M
5
MPC icon
Marathon Petroleum
MPC
+$1.16M

Top Sells

1
+$3.11M
2
+$2.25M
3
+$1.57M
4
HD icon
Home Depot
HD
+$1.16M
5
SYF icon
Synchrony
SYF
+$957K

Sector Composition

1 Financials 19.69%
2 Technology 18.54%
3 Healthcare 16.33%
4 Industrials 9.72%
5 Communication Services 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-1,960
158
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159
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-13,548
160
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161
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162
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163
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164
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3 4 5 6
7