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
$212M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$5.55M
3
+$4.77M
4
TM icon
Toyota
TM
+$4.54M
5
SNY icon
Sanofi
SNY
+$4.2M

Top Sells

No sells this quarter

Sector Composition

1 Financials 21.31%
2 Industrials 13.43%
3 Healthcare 11.74%
4 Consumer Discretionary 10.22%
5 Technology 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$300K 0.14%
+5,974
177
$300K 0.14%
+12,698
178
$300K 0.14%
+6,282
179
$298K 0.14%
+6,319
180
$297K 0.14%
+15,211
181
$293K 0.14%
+8,960
182
$286K 0.14%
+8,596
183
$286K 0.14%
+7,614
184
$281K 0.13%
+3,435
185
$280K 0.13%
+5,839
186
$276K 0.13%
+6,520
187
$266K 0.13%
+4,312
188
$262K 0.12%
+5,333
189
$260K 0.12%
+15,169
190
$255K 0.12%
+4,090
191
$253K 0.12%
+3,155
192
$246K 0.12%
+6,139
193
$245K 0.12%
+9,303
194
$239K 0.11%
+6,856
195
$238K 0.11%
+2,506
196
$234K 0.11%
+4,986
197
$231K 0.11%
+5,798
198
$231K 0.11%
+3,957
199
$220K 0.1%
+17,075
200
$220K 0.1%
+4,591
5 6 7
8
9