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
$265M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$2.02M
3
+$1.65M
4
AMT icon
American Tower
AMT
+$1.36M
5
MSFT icon
Microsoft
MSFT
+$1.31M

Top Sells

1
+$2.65M
2
+$2.46M
3
+$2.21M
4
DHR icon
Danaher
DHR
+$1.18M
5
SCHW icon
Charles Schwab
SCHW
+$1.14M

Sector Composition

1 Financials 18.41%
2 Technology 15.34%
3 Industrials 12.64%
4 Healthcare 11.32%
5 Consumer Discretionary 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$342K 0.13%
3,245
+485
177
$342K 0.13%
11,945
-1,165
178
$339K 0.13%
33,050
+1,955
179
$331K 0.13%
25,120
+5,340
180
$331K 0.13%
5,763
-2,515
181
$330K 0.12%
23,599
+1,752
182
$320K 0.12%
3,355
-325
183
$314K 0.12%
+33,590
184
$310K 0.12%
+4,960
185
$306K 0.12%
14,838
-10,422
186
$303K 0.11%
2,530
-750
187
$301K 0.11%
5,765
-560
188
$298K 0.11%
+12,620
189
$294K 0.11%
6,325
-1,360
190
$294K 0.11%
5,505
-2,430
191
$293K 0.11%
2,305
-5,880
192
$290K 0.11%
+9,645
193
$284K 0.11%
11,315
-1,105
194
$282K 0.11%
4,395
-435
195
$274K 0.1%
5,110
-160
196
$264K 0.1%
3,385
-105
197
$263K 0.1%
4,190
+740
198
$263K 0.1%
+6,200
199
$259K 0.1%
10,900
-1,060
200
$255K 0.1%
3,270
-295
6 7
8
9 10