WIS

Wright Investors Service Portfolio holdings

AUM $345M
1-Year Est. Return 30.17%
This Quarter Est. Return
1 Year Est. Return
+30.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$355M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.68M
3
+$1.66M
4
USB icon
US Bancorp
USB
+$1.26M
5
INTC icon
Intel
INTC
+$1.01M

Top Sells

1
+$2.43M
2
+$1.76M
3
+$1.44M
4
ELV icon
Elevance Health
ELV
+$1.29M
5
MSFT icon
Microsoft
MSFT
+$1.12M

Sector Composition

1 Technology 23.43%
2 Financials 17.49%
3 Healthcare 12.43%
4 Consumer Discretionary 10.53%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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154
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155
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158
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159
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160
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161
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3 4 5 6
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