WIS
Wright Investors Service Portfolio holdings
AUM
$331M
This Quarter Return
-17.15%
1 Year Return
+28.2%
3 Year Return
+100.83%
5 Year Return
+189.9%
10 Year Return
+471.52%
AUM
$232M
AUM Growth
+$232M
(-21%)
Cap. Flow
-$1.34M
Cap. Flow
% of AUM
-0.58%
Top 10 Holdings %
Top 10 Hldgs %
32.99%
Holding
151
New
14
Increased
76
Reduced
39
Closed
22
Top Buys
| 1 |
Progressive
PGR
|
$1.34M |
| 2 |
American Tower
AMT
|
$961K |
| 3 |
Applied Materials
AMAT
|
$865K |
| 4 |
IBM
IBM
|
$802K |
| 5 |
McDonald's
MCD
|
$755K |
Top Sells
| 1 |
VMW
VMware, Inc
VMW
|
$2.21M |
| 2 |
Apple
AAPL
|
$1.2M |
| 3 |
Allison Transmission
ALSN
|
$1.08M |
| 4 |
Constellation Brands
STZ
|
$1.03M |
| 5 |
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% |