WIS

Wright Investors Service Portfolio holdings

AUM $333M
1-Year Est. Return 31.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.53%
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
+$3.24M
2
+$1.41M
3
+$1.26M
4
IBM icon
IBM
IBM
+$1.21M
5
MO icon
Altria Group
MO
+$1.2M

Top Sells

1
+$2.94M
2
+$2.57M
3
+$1.81M
4
NEE icon
NextEra Energy
NEE
+$1.06M
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
– –
-17,427
152
– –
-7,668
153
– –
-20,735
154
– –
-1,881
155
– –
-9,754
156
– –
-48,861
157
– –
-12,237
3 4 5 6
7