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
$247M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.24M
3
+$1.64M
4
NFLX icon
Netflix
NFLX
+$1.17M
5
ORCL icon
Oracle
ORCL
+$1.16M

Top Sells

1
+$1.93M
2
+$1.76M
3
+$1.49M
4
WBA
Walgreens Boots Alliance
WBA
+$1.44M
5
CAT icon
Caterpillar
CAT
+$1.37M

Sector Composition

1 Financials 21.29%
2 Technology 20.49%
3 Healthcare 12.37%
4 Communication Services 10.23%
5 Consumer Discretionary 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-8,343
152
– –
-18,220
153
– –
-10,448
154
– –
-3,164
155
– –
-8,276
156
– –
-6,164
157
– –
-2,922
158
– –
-13,776
159
– –
-29,790
160
– –
-15,707
161
– –
-16,141
162
– –
-37,394
163
– –
-3,862
164
– –
-20,580
165
– –
-14,188
166
– –
-4,617
167
– –
-9,554
3 4 5 6
7