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WIS

Wright Investors Service Portfolio holdings

AUM $318M
1-Year Est. Return 33.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$350M
AUM Growth
-$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.76M
3
+$2.62M
4
MS icon
Morgan Stanley
MS
+$2.41M
5
VZ icon
Verizon
VZ
+$2.36M

Top Sells

1
+$2.78M
2
+$2.48M
3
+$2.19M
4
COP icon
ConocoPhillips
COP
+$2.12M
5
SPGI icon
S&P Global
SPGI
+$1.7M

Sector Composition

1 Technology 21.75%
2 Healthcare 15.86%
3 Financials 13.85%
4 Communication Services 10.24%
5 Consumer Discretionary 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
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