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
$330M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.43M
3
+$3.4M
4
CVX icon
Chevron
CVX
+$3.09M
5
TSLA icon
Tesla
TSLA
+$2.97M

Top Sells

1
+$2.99M
2
+$2.5M
3
+$2.5M
4
TXN icon
Texas Instruments
TXN
+$2.23M
5
HD icon
Home Depot
HD
+$2.04M

Sector Composition

1 Financials 20.49%
2 Technology 19.63%
3 Healthcare 11.9%
4 Communication Services 11.17%
5 Consumer Discretionary 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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