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

Top Buys

1
+$2.17M
2
+$1.8M
3
+$1.75M
4
CAT icon
Caterpillar
CAT
+$1.53M
5
TSLA icon
Tesla
TSLA
+$1.31M

Top Sells

1
+$2.83M
2
+$2.49M
3
+$1.61M
4
AAPL icon
Apple
AAPL
+$1.42M
5
MET icon
MetLife
MET
+$1.39M

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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