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
$395M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$2.63M
3
+$1.79M
4
AMAT icon
Applied Materials
AMAT
+$1.66M
5
PLD icon
Prologis
PLD
+$1.52M

Top Sells

1
+$4.17M
2
+$3.24M
3
+$2.7M
4
CMCSA icon
Comcast
CMCSA
+$2.09M
5
META icon
Meta Platforms (Facebook)
META
+$1.75M

Sector Composition

1 Technology 23.36%
2 Financials 17.8%
3 Healthcare 12.31%
4 Consumer Discretionary 10.56%
5 Communication Services 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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