We are live on ! Find out more
WIS

Wright Investors Service Portfolio holdings

AUM $318M
1-Year Est. Return 33.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$4.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.86M
3
+$1.47M
4
HMC icon
Honda
HMC
+$1.44M
5
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$1.4M

Top Sells

1
+$3.54M
2
+$1.17M
3
+$1.15M
4
NGG icon
National Grid
NGG
+$1.06M
5
AEG icon
Aegon
AEG
+$906K

Sector Composition

1 Financials 17.98%
2 Consumer Discretionary 13.1%
3 Technology 12.73%
4 Healthcare 11.67%
5 Industrials 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$211K 0.1%
+2,420
202
$210K 0.1%
+9,175
203
$207K 0.1%
6,455
-5,868
204
$205K 0.1%
3,368
-85
205
$203K 0.1%
+2,728
206
– –
-4,569
207
– –
-7,624
208
– –
-1,285
209
– –
-12,250
210
– –
-3,574
211
– –
-2,495
212
– –
-14,122
213
– –
-34,420
214
– –
-7,080
215
– –
-10,479
216
– –
-2,930
217
– –
-12,935
218
– –
-3,777
219
– –
-207,725
220
– –
-3,400
221
– –
-17,531
222
– –
-26,277
223
– –
-4,626
224
– –
-6,422
225
– –
-16,795
6 7 8
9
10