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
$382M
AUM Growth
+$2.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.28M
3
+$1.92M
4
EBAY icon
eBay
EBAY
+$1.83M
5
SYY icon
Sysco
SYY
+$1.64M

Top Sells

1
+$2.91M
2
+$2.61M
3
+$2.25M
4
JPM icon
JPMorgan Chase
JPM
+$1.8M
5
UNH icon
UnitedHealth
UNH
+$1.75M

Sector Composition

1 Technology 26.63%
2 Financials 15.46%
3 Healthcare 11.78%
4 Communication Services 10.33%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-3,373
152
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-15,885
153
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-5,514
154
– –
-9,496
155
– –
-6,162
156
– –
-2,232
157
– –
-7,269
158
– –
-4,186
3 4 5 6
7