WIS
Wright Investors Service Portfolio holdings
AUM
$318M
1-Year Est. Return
33.9%
This Fund
S&P 500
1 Year Est. Return
+33.9%
AUM
$333M
AUM Growth
-$12.3M
(-3.6%)
Holding
159
Top Buys
| 1 | +$3.43M | |
| 2 | +$2.68M | |
| 3 | +$1.43M | |
| 4 |
Eli Lilly
LLY
|
+$1.24M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$1.09M |
Top Sells
| 1 | +$3.47M | |
| 2 | +$2.91M | |
| 3 | +$2.62M | |
| 4 |
Howmet Aerospace
HWM
|
+$2.26M |
| 5 |
Arista Networks
ANET
|
+$2.12M |
Sector Composition
| 1 | Technology | 30.01% |
| 2 | Financials | 17.72% |
| 3 | Communication Services | 12.55% |
| 4 | Healthcare | 9.91% |
| 5 | Consumer Discretionary | 9.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
CACI
CACI
$11.3B
| – | – |
-1,402
|
|
||
152
Chipotle Mexican Grill
CMG
$42.4B
| – | – |
-16,333
|
|
||
153
Digital Realty Trust
DLR
$70B
| – | – |
-1,166
|
|
||
|
154
Howmet Aerospace
HWM
$96B
| – | – |
-11,536
|
|
||
155
NiSource
NI
$23B
| – | – |
-10,992
|
|
||
156
ServiceNow
NOW
$94B
| – | – |
-5,315
|
|
||
157
Pilgrim's Pride
PPC
$7.58B
| – | – |
-10,217
|
|
||
158
Vistra
VST
$52.6B
| – | – |
-1,761
|
|
||
159
Howard Hughes
HHH
$3.72B
| – | – |
-9,563
|
|