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
$278M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.7M
3
+$1.63M
4
PSA icon
Public Storage
PSA
+$1.33M
5
CVX icon
Chevron
CVX
+$1.21M

Top Sells

1
+$1.81M
2
+$1.38M
3
+$1.19M
4
PGR icon
Progressive
PGR
+$1.17M
5
CBRE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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