WIS
Wright Investors Service Portfolio holdings
AUM
$331M
1-Year Return
28.2%
This Quarter Return
+14.79%
1 Year Return
+28.2%
3 Year Return
+100.83%
5 Year Return
+189.9%
10 Year Return
+471.52%
AUM
$291M
AUM Growth
+$10.2M
(+3.6%)
Cap. Flow
-$21.8M
Cap. Flow
% of AUM
-7.48%
Top 10 Holdings %
Top 10 Hldgs %
29.35%
Holding
168
New
22
Increased
48
Reduced
75
Closed
23
Top Buys
| 1 |
Synchrony
SYF
|
$4.48M |
| 2 |
CACI
CACI
|
$2.82M |
| 3 |
FedEx
FDX
|
$2.45M |
| 4 |
Labcorp
LH
|
$2.02M |
| 5 |
Etsy
ETSY
|
$1.56M |
Top Sells
| 1 |
Microsoft
MSFT
|
$4.75M |
| 2 |
Apple
AAPL
|
$3.38M |
| 3 |
Home Depot
HD
|
$2.14M |
| 4 |
Amazon
AMZN
|
$1.83M |
| 5 |
Visa
V
|
$1.81M |
Sector Composition
| 1 | Technology | 22.95% |
| 2 | Financials | 18.48% |
| 3 | Consumer Discretionary | 12.21% |
| 4 | Healthcare | 11.57% |
| 5 | Communication Services | 10.81% |
