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
$369M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$1.94M
3
+$1.92M
4
LHX icon
L3Harris
LHX
+$1.52M
5
EQT icon
EQT Corp
EQT
+$1.39M

Top Sells

1
+$2.28M
2
+$1.95M
3
+$1.61M
4
MCK icon
McKesson
MCK
+$1.29M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.26M

Sector Composition

1 Technology 21.5%
2 Financials 19.71%
3 Communication Services 11.05%
4 Healthcare 10.9%
5 Consumer Discretionary 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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160
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-6,028
3 4 5 6
7