WIS

Wright Investors Service Portfolio holdings

AUM $333M
1-Year Est. Return 31.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$331M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.84M
3
+$1.81M
4
BA icon
Boeing
BA
+$1.65M
5
UNH icon
UnitedHealth
UNH
+$1.63M

Top Sells

1
+$3.45M
2
+$3.34M
3
+$2.81M
4
ORCL icon
Oracle
ORCL
+$2.09M
5
AAPL icon
Apple
AAPL
+$1.48M

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
– –
-7,566
152
– –
-5,983
153
– –
-12,902
154
– –
-1,241
155
– –
-5,386
156
– –
-9,446
3 4 5 6
7