WIS
Wright Investors Service Portfolio holdings
AUM
$331M
This Quarter Return
+3.54%
1 Year Return
+28.2%
3 Year Return
+100.83%
5 Year Return
+189.9%
10 Year Return
+471.52%
AUM
$278M
AUM Growth
+$278M
(+6.1%)
Cap. Flow
+$11.1M
Cap. Flow
% of AUM
3.97%
Top 10 Holdings %
Top 10 Hldgs %
29.68%
Holding
170
New
19
Increased
56
Reduced
58
Closed
26
Top Buys
| 1 |
AbbVie
ABBV
|
$2.55M |
| 2 |
CONE
CyrusOne Inc Common Stock
CONE
|
$1.7M |
| 3 |
Equinix
EQIX
|
$1.63M |
| 4 |
Public Storage
PSA
|
$1.33M |
| 5 |
Chevron
CVX
|
$1.21M |
Top Sells
| 1 |
Pfizer
PFE
|
$1.81M |
| 2 |
Centene
CNC
|
$1.38M |
| 3 |
Prudential Financial
PRU
|
$1.19M |
| 4 |
Progressive
PGR
|
$1.17M |
| 5 |
CBRE Group
CBRE
|
$1.17M |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Financials | 17.92% |
| 3 | Communication Services | 11.44% |
| 4 | Healthcare | 11.11% |
| 5 | Consumer Discretionary | 10.55% |
