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
$247M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.4M
3
+$1.19M
4
IBM icon
IBM
IBM
+$1.15M
5
T icon
AT&T
T
+$1.09M

Top Sells

1
+$1.44M
2
+$1.27M
3
+$964K
4
SIVB
SVB Financial Group
SIVB
+$826K
5
INTC icon
Intel
INTC
+$812K

Sector Composition

1 Financials 18.19%
2 Technology 15.78%
3 Industrials 12.4%
4 Healthcare 12.24%
5 Communication Services 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$384K 0.16%
8,920
+895
177
$379K 0.15%
+3,280
178
$379K 0.15%
+5,520
179
$375K 0.15%
5,650
+365
180
$364K 0.15%
4,902
+365
181
$361K 0.15%
+24,840
182
$354K 0.14%
23,825
+1,005
183
$353K 0.14%
7,685
+2,195
184
$349K 0.14%
+13,110
185
$346K 0.14%
3,105
-585
186
$341K 0.14%
+4,180
187
$341K 0.14%
9,230
+770
188
$337K 0.14%
4,830
-900
189
$327K 0.13%
4,715
-900
190
$321K 0.13%
+12,420
191
$317K 0.13%
6,325
-1,305
192
$308K 0.12%
7,195
+715
193
$295K 0.12%
6,640
+500
194
$292K 0.12%
2,760
-615
195
$284K 0.12%
+21,847
196
$284K 0.12%
11,538
-2,630
197
$277K 0.11%
8,186
-1,128
198
$276K 0.11%
4,600
-955
199
$273K 0.11%
9,071
-9,705
200
$271K 0.11%
2,984
+220
6 7
8
9 10