WIS

Wright Investors Service Portfolio holdings

AUM $331M
1-Year Est. Return 28.2%
This Quarter Est. Return
1 Year Est. Return
+28.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
-$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$1.34M
2 +$961K
3 +$865K
4
IBM icon
IBM
IBM
+$802K
5
MCD icon
McDonald's
MCD
+$755K

Top Sells

1 +$2.21M
2 +$1.2M
3 +$1.08M
4
STZ icon
Constellation Brands
STZ
+$1.03M
5
LNC icon
Lincoln National
LNC
+$953K

Sector Composition

1 Technology 24.25%
2 Financials 16.47%
3 Healthcare 13.87%
4 Communication Services 10.94%
5 Consumer Discretionary 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-10,653