WIS

Wright Investors Service Portfolio holdings

AUM $331M
1-Year Est. Return 28.2%
This Quarter Est. Return
1 Year Est. Return
+28.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.68M
3
+$1.47M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.26M
5
CS
Credit Suisse Group
CS
+$1.21M

Top Sells

1
+$5.03M
2
+$1.91M
3
+$1.49M
4
HMC icon
Honda
HMC
+$1.49M
5
RKT
ROCK-TENN COMPANY CL-A
RKT
+$1.06M

Sector Composition

1 Financials 17.52%
2 Technology 13.62%
3 Healthcare 13.4%
4 Consumer Discretionary 13.31%
5 Industrials 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$339K 0.15%
4,876
-294
177
$337K 0.15%
+11,480
178
$336K 0.15%
+9,514
179
$320K 0.14%
2,350
180
$319K 0.14%
3,088
-109
181
$313K 0.14%
+3,214
182
$310K 0.14%
24,557
-8,979
183
$309K 0.14%
1,038
-759
184
$309K 0.14%
+2,465
185
$306K 0.14%
9,425
+2,979
186
$303K 0.14%
3,655
-242
187
$302K 0.14%
+3,938
188
$289K 0.13%
7,185
-435
189
$288K 0.13%
6,877
-448
190
$281K 0.13%
3,869
191
$274K 0.12%
6,611
+1
192
$272K 0.12%
5,175
193
$264K 0.12%
6,687
+538
194
$262K 0.12%
+212
195
$262K 0.12%
+4,052
196
$261K 0.12%
5,437
-317
197
$261K 0.12%
1,992
-2,639
198
$254K 0.11%
5,135
-335
199
$253K 0.11%
6,717
+619
200
$251K 0.11%
+6,728
6 7
8
9 10