WIS

Wright Investors Service Portfolio holdings

AUM $345M
1-Year Est. Return 30.17%
This Quarter Est. Return
1 Year Est. Return
+30.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3M
3
+$2.56M
4
NVR icon
NVR
NVR
+$2.11M
5
KO icon
Coca-Cola
KO
+$1.95M

Top Sells

1
+$2.62M
2
+$2.02M
3
+$1.95M
4
COF icon
Capital One
COF
+$1.51M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$1.43M

Sector Composition

1 Technology 24.61%
2 Financials 15.44%
3 Consumer Discretionary 13.78%
4 Healthcare 11.77%
5 Communication Services 11.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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