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
$303M
AUM Growth
-$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$2.05M
3
+$1.88M
4
TSLA icon
Tesla
TSLA
+$1.75M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.65M

Top Sells

1
+$1.89M
2
+$1.63M
3
+$1.55M
4
CVS icon
CVS Health
CVS
+$1.52M
5
JBL icon
Jabil
JBL
+$1.34M

Sector Composition

1 Technology 26.06%
2 Financials 17.72%
3 Healthcare 12.3%
4 Communication Services 11.98%
5 Consumer Discretionary 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-3,004
152
– –
-647
153
– –
-20,234
154
– –
-7,612
3 4 5 6
7