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
$318M
AUM Growth
-$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$3.13M
2 +$1.8M
3 +$1.73M
4
COST icon
Costco
COST
+$1.66M
5
PYPL icon
PayPal
PYPL
+$1.62M

Top Sells

1 +$1.84M
2 +$1.73M
3 +$1.6M
4
TGT icon
Target
TGT
+$1.51M
5
UNH icon
UnitedHealth
UNH
+$1.47M

Sector Composition

1 Technology 21.29%
2 Healthcare 15.58%
3 Financials 14.24%
4 Consumer Discretionary 9.71%
5 Communication Services 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,823
152
-27,356
153
-6,073
154
-24,400
155
-6,312
156
-12,152