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

Top Buys

1
+$2.23M
2
+$1.7M
3
+$1.4M
4
MCD icon
McDonald's
MCD
+$1.37M
5
MPC icon
Marathon Petroleum
MPC
+$1.34M

Top Sells

1
+$3.11M
2
+$2.49M
3
+$1.72M
4
HD icon
Home Depot
HD
+$1.21M
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
151
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-1,960
152
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-30,781
153
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-13,548
154
– –
-3,269
155
– –
-6,768
156
– –
-248
157
– –
-20,260
158
– –
-13,047
159
– –
-11,081
160
– –
-12,827
161
– –
-9,985
162
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-4,603
163
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-1,851
164
– –
-3,698
3 4 5 6
7