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
$221M
AUM Growth
-$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.55M
3
+$1.42M
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$1.31M
5
BBVA icon
Banco Bilbao Vizcaya Argentaria
BBVA
+$1.14M

Top Sells

1
+$5.9M
2
+$2.34M
3
+$2.15M
4
SNY icon
Sanofi
SNY
+$1.56M
5
ALU
Alcatel-Lucent
ALU
+$1.29M

Sector Composition

1 Financials 20.29%
2 Industrials 12.7%
3 Healthcare 11.61%
4 Consumer Discretionary 8.96%
5 Energy 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$297K 0.13%
6,403
-3,149
177
$293K 0.13%
2,545
-2
178
$285K 0.13%
6,230
+556
179
$279K 0.13%
+16,464
180
$273K 0.12%
2,194
-6,424
181
$272K 0.12%
+2,769
182
$270K 0.12%
2,574
-42
183
$269K 0.12%
2,495
+485
184
$268K 0.12%
8,568
-5,755
185
$266K 0.12%
+6,955
186
$262K 0.12%
5,706
-185
187
$261K 0.12%
+9,915
188
$252K 0.11%
16,420
-1,405
189
$251K 0.11%
14,466
-225
190
$251K 0.11%
3,601
-390
191
$249K 0.11%
1,210
-1,830
192
$243K 0.11%
+2,830
193
$243K 0.11%
4,650
-4,400
194
$241K 0.11%
+6,755
195
$239K 0.11%
4,209
-5,633
196
$237K 0.11%
+5,190
197
$232K 0.1%
4,916
198
$226K 0.1%
+4,714
199
$226K 0.1%
+2,750
200
$225K 0.1%
+13,598
6 7
8
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