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
$352M
AUM Growth
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$2.51M
3
+$2.33M
4
ETSY icon
Etsy
ETSY
+$2.17M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.06M

Top Sells

1
+$3.2M
2
+$3.1M
3
+$2.72M
4
TSLA icon
Tesla
TSLA
+$2.25M
5
CVX icon
Chevron
CVX
+$2.11M

Sector Composition

1 Technology 23.18%
2 Financials 18.02%
3 Healthcare 12.15%
4 Communication Services 11.71%
5 Consumer Discretionary 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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156
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158
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159
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160
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-9,918
161
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162
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-14,998
163
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