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
$355M
AUM Growth
+$2.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.89M
3
+$1.82M
4
TSLA icon
Tesla
TSLA
+$1.72M
5
CAT icon
Caterpillar
CAT
+$1.69M

Top Sells

1
+$2.86M
2
+$2.49M
3
+$1.58M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.54M
5
CBRE icon
CBRE Group
CBRE
+$1.42M

Sector Composition

1 Technology 25.42%
2 Financials 13.03%
3 Healthcare 12.85%
4 Consumer Discretionary 10.01%
5 Communication Services 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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163
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