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

Top Buys

1
+$2.76M
2
+$2.52M
3
+$1.37M
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$1.27M
5
BBVA icon
Banco Bilbao Vizcaya Argentaria
BBVA
+$1.13M

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 19.79%
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
$293K 0.13%
2,545
-2
177
$285K 0.13%
6,230
+556
178
$279K 0.13%
+16,464
179
$273K 0.12%
2,194
-6,424
180
$272K 0.12%
+2,769
181
$270K 0.12%
2,574
-42
182
$269K 0.12%
2,495
+485
183
$268K 0.12%
8,568
-5,755
184
$266K 0.12%
+6,955
185
$262K 0.12%
5,706
-185
186
$261K 0.12%
+9,915
187
$252K 0.11%
16,420
-1,405
188
$251K 0.11%
3,601
-390
189
$251K 0.11%
14,466
-225
190
$249K 0.11%
1,210
-1,830
191
$243K 0.11%
+2,830
192
$243K 0.11%
4,650
-4,400
193
$241K 0.11%
+6,755
194
$239K 0.11%
4,209
-5,633
195
$237K 0.11%
+5,190
196
$232K 0.1%
4,916
197
$226K 0.1%
+4,714
198
$226K 0.1%
+2,750
199
$225K 0.1%
+13,598
200
$224K 0.1%
18,924
+6
6 7
8
9 10