WIS
Wright Investors Service Portfolio holdings
AUM
$331M
1-Year Return
28.2%
This Quarter Return
+4.26%
1 Year Return
+28.2%
3 Year Return
+100.83%
5 Year Return
+189.9%
10 Year Return
+471.52%
AUM
$208M
AUM Growth
+$4.35M
(+2.1%)
Cap. Flow
-$658K
Cap. Flow
% of AUM
-0.32%
Top 10 Holdings %
Top 10 Hldgs %
20.33%
Holding
231
New
18
Increased
73
Reduced
108
Closed
26
Top Buys
| 1 |
ABB
ABB Ltd.
ABB
|
$2M |
| 2 |
NTT
Nippon Telegraph & Telephone
NTT
|
$1.93M |
| 3 |
SHPG
Shire pic
SHPG
|
$1.53M |
| 4 |
Mitsubishi UFJ Financial
MUFG
|
$1.47M |
| 5 |
Honda
HMC
|
$1.46M |
Top Sells
| 1 |
UBS Group
UBS
|
$3.54M |
| 2 |
Vodafone
VOD
|
$1.17M |
| 3 |
ORAN
Orange
ORAN
|
$1.07M |
| 4 |
CTRX
CATAMARAN CORP COM STK (CDA)
CTRX
|
$1.06M |
| 5 |
National Grid
NGG
|
$1M |
Sector Composition
| 1 | Financials | 17.98% |
| 2 | Consumer Discretionary | 13.1% |
| 3 | Technology | 12.83% |
| 4 | Healthcare | 11.67% |
| 5 | Industrials | 10.74% |
