WIS
Wright Investors Service Portfolio holdings
AUM
$345M
1-Year Est. Return
30.17%
1 Year Est. Return
+30.17%
AUM
$331M
AUM Growth
+$28.8M
(+9.5%)
Holding
156
Top Buys
| 1 | +$2.14M | |
| 2 | +$1.98M | |
| 3 | +$1.94M | |
| 4 |
Boeing
BA
|
+$1.83M |
| 5 |
Ulta Beauty
ULTA
|
+$1.65M |
Top Sells
| 1 | +$3.59M | |
| 2 | +$3.44M | |
| 3 | +$2.86M | |
| 4 |
Oracle
ORCL
|
+$2.83M |
| 5 |
Applied Materials
AMAT
|
+$1.56M |
Sector Composition
| 1 | Technology | 28.41% |
| 2 | Financials | 18.13% |
| 3 | Communication Services | 12.86% |
| 4 | Consumer Discretionary | 9.88% |
| 5 | Healthcare | 9.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
American Homes 4 Rent
AMH
$11.9B
| – | – |
-12,295
|
|
||
152
Cencora
COR
$70.2B
| – | – |
-3,850
|
|
||
153
FedEx
FDX
$63.1B
| – | – |
-3,437
|
|
||
|
FISV
154
Fiserv Inc
FISV
$34.1B
| – | – |
-3,068
|
|
||
155
Haleon
HLN
$42.7B
| – | – |
-12,902
|
|
||
156
Lennar Class A
LEN
$30.9B
| – | – |
-3,421
|
|