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
$252M
AUM Growth
-$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1 +$3.17M
2 +$1.17M
3 +$1.12M
4
AXP icon
American Express
AXP
+$1.09M
5
CMCSA icon
Comcast
CMCSA
+$820K

Top Sells

1 +$2.27M
2 +$2.2M
3 +$2.03M
4
AMZN icon
Amazon
AMZN
+$1.75M
5
T icon
AT&T
T
+$1.73M

Sector Composition

1 Technology 19.48%
2 Financials 18.41%
3 Healthcare 13.38%
4 Consumer Discretionary 11.08%
5 Industrials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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