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
$395M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$3.37M
2 +$2.59M
3 +$2.59M
4
CSCO icon
Cisco
CSCO
+$2.57M
5
AMP icon
Ameriprise Financial
AMP
+$2.31M

Top Sells

1 +$2.69M
2 +$1.7M
3 +$1.32M
4
CHTR icon
Charter Communications
CHTR
+$1.17M
5
KLAC icon
KLA
KLAC
+$1.03M

Sector Composition

1 Technology 24.59%
2 Financials 16.33%
3 Healthcare 12.64%
4 Consumer Discretionary 11.62%
5 Communication Services 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-11,310
152
-5,866
153
-1,186
154
-1,155
155
-30,616
156
-1,327