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
$261M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.34M
3
+$1.91M
4
TER icon
Teradyne
TER
+$1.34M
5
GIS icon
General Mills
GIS
+$1.22M

Top Sells

1
+$4M
2
+$2.75M
3
+$2.57M
4
AMZN icon
Amazon
AMZN
+$2.49M
5
BA icon
Boeing
BA
+$2.32M

Sector Composition

1 Technology 25.45%
2 Financials 16.12%
3 Healthcare 12.69%
4 Communication Services 10.63%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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152
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154
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155
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-11,667
157
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-3,754
158
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-16,751
159
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-7,809
160
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-9,438
161
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-9,078
3 4 5 6
7