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
$231M
AUM Growth
-$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.6M
3
+$1.48M
4
MET icon
MetLife
MET
+$1.33M
5
SIVB
SVB Financial Group
SIVB
+$1.23M

Top Sells

1
+$2.31M
2
+$2.27M
3
+$1.9M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$1.88M
5
BTI icon
British American Tobacco
BTI
+$1.8M

Sector Composition

1 Financials 19.31%
2 Technology 14.77%
3 Industrials 13.69%
4 Healthcare 11.02%
5 Consumer Discretionary 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$361K 0.16%
+5,285
177
$358K 0.16%
10,425
+2,595
178
$357K 0.15%
11,434
+153
179
$356K 0.15%
8,025
-3,203
180
$354K 0.15%
16,420
-9,430
181
$351K 0.15%
11,150
-440
182
$346K 0.15%
+9,410
183
$343K 0.15%
+8,460
184
$333K 0.14%
14,168
-15,724
185
$327K 0.14%
22,820
-25,320
186
$326K 0.14%
6,203
+91
187
$324K 0.14%
+6,070
188
$315K 0.14%
+4,975
189
$314K 0.14%
4,060
-610
190
$306K 0.13%
+16,225
191
$304K 0.13%
4,537
+65
192
$302K 0.13%
2,705
+515
193
$298K 0.13%
+4,920
194
$291K 0.13%
3,375
-505
195
$291K 0.13%
4,430
-175
196
$287K 0.12%
3,275
-460
197
$281K 0.12%
5,555
-805
198
$281K 0.12%
+9,314
199
$275K 0.12%
3,885
-4,570
200
$274K 0.12%
+6,480
6 7
8
9 10