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
$212M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1 +$5.35M
2 +$5.16M
3 +$4.69M
4
NGG icon
National Grid
NGG
+$4.47M
5
RYAAY icon
Ryanair
RYAAY
+$4.21M

Top Sells

No sells this quarter

Sector Composition

1 Financials 21.31%
2 Industrials 13.43%
3 Healthcare 11.74%
4 Consumer Discretionary 10.22%
5 Technology 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$212K 0.1%
+5,208
202
$210K 0.1%
+3,718
203
$203K 0.1%
+6,216
204
$202K 0.1%
+5,761
205
$201K 0.1%
+5,947
206
$201K 0.1%
+15,642
207
$182K 0.09%
+24,735
208
$112K 0.05%
+11,665