WIS

Wright Investors Service Portfolio holdings

AUM $345M
1-Year Est. Return 30.17%
This Quarter Est. Return
1 Year Est. Return
+30.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.2M
3
+$1.69M
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$1.22M
5
GSK icon
GSK
GSK
+$1.19M

Top Sells

1
+$3.35M
2
+$2.45M
3
+$2.3M
4
BNS icon
Scotiabank
BNS
+$1.89M
5
DAI
DAIMLER AG
DAI
+$1.51M

Sector Composition

1 Financials 22.98%
2 Healthcare 11.07%
3 Industrials 11.06%
4 Consumer Discretionary 10.25%
5 Technology 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$310K 0.14%
5,800
-38
177
$308K 0.14%
3,500
-1,260
178
$308K 0.14%
+3,315
179
$304K 0.13%
11,569
-397
180
$299K 0.13%
3,320
-205
181
$299K 0.13%
+5,052
182
$299K 0.13%
5,649
-355
183
$295K 0.13%
3,902
-3,779
184
$293K 0.13%
4,515
-4,422
185
$292K 0.13%
4,258
-1,369
186
$291K 0.13%
5,220
-8,724
187
$289K 0.13%
10,563
+576
188
$284K 0.13%
5,239
-291
189
$275K 0.12%
17,675
+600
190
$273K 0.12%
+1,940
191
$271K 0.12%
+640
192
$268K 0.12%
+2,975
193
$262K 0.12%
15,167
+1
194
$258K 0.11%
+214
195
$254K 0.11%
+4,011
196
$248K 0.11%
4,653
-211
197
$247K 0.11%
+4,991
198
$235K 0.1%
+4,040
199
$235K 0.1%
5,887
+70
200
$232K 0.1%
4,460
-136
6 7
8
9 10