WIS
Wright Investors Service Portfolio holdings
AUM
$333M
1-Year Est. Return
31.53%
This Fund
S&P 500
1 Year Est. Return
+31.53%
AUM
$345M
AUM Growth
+$14.1M
(+4.3%)
Holding
159
Top Buys
| 1 | +$2.7M | |
| 2 | +$2.13M | |
| 3 | +$2.06M | |
| 4 |
Palo Alto Networks
PANW
|
+$2.02M |
| 5 |
Adobe
ADBE
|
+$1.87M |
Top Sells
| 1 | +$2.53M | |
| 2 | +$1.8M | |
| 3 | +$1.45M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.43M |
| 5 |
Ulta Beauty
ULTA
|
+$1.42M |
Sector Composition
| 1 | Technology | 32.67% |
| 2 | Financials | 15.9% |
| 3 | Communication Services | 13.47% |
| 4 | Consumer Discretionary | 10.48% |
| 5 | Healthcare | 8.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Fox Class A
FOXA
$32.3B
| – | – |
-10,093
|
|
||
152
Hewlett Packard
HPE
$28.7B
| – | – |
-25,866
|
|
||
153
Microchip Technology
MCHP
$41B
| – | – |
-8,715
|
|
||
154
MetLife
MET
$52B
| – | – |
-10,548
|
|
||
155
Paychex
PAYX
$37B
| – | – |
-1,661
|
|
||
156
Silgan Holdings
SLGN
$4.56B
| – | – |
-8,869
|
|
||
157
Target
TGT
$47.8B
| – | – |
-2,274
|
|
||
158
United Parcel Service
UPS
$90.1B
| – | – |
-7,861
|
|
||
159
GE Vernova
GEV
$196B
| – | – |
-1,923
|
|