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
$232M
AUM Growth
-$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$1.4M
2 +$1.08M
3 +$1.03M
4
IBM icon
IBM
IBM
+$957K
5
MCHP icon
Microchip Technology
MCHP
+$925K

Top Sells

1 +$2.21M
2 +$1.39M
3 +$1.26M
4
DFS
Discover Financial Services
DFS
+$1.26M
5
CMCSA icon
Comcast
CMCSA
+$1.11M

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
-6,665