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
$292M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.43M
3
+$1.43M
4
MO icon
Altria Group
MO
+$1.26M
5
IBM icon
IBM
IBM
+$1.19M

Top Sells

1
+$3.05M
2
+$2.95M
3
+$1.81M
4
NEE icon
NextEra Energy
NEE
+$1.1M
5
CELG
Celgene Corp
CELG
+$969K

Sector Composition

1 Technology 21.6%
2 Financials 18.54%
3 Healthcare 12.8%
4 Communication Services 11.01%
5 Consumer Discretionary 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-2,324
152
– –
-8,470
153
– –
-34,180
154
– –
-249
155
– –
-6,191
156
– –
-12,237
157
– –
-48,861
3 4 5 6
7