WIS
Wright Investors Service Portfolio holdings
AUM
$331M
This Quarter Return
+1.45%
1 Year Return
+28.2%
3 Year Return
+100.83%
5 Year Return
+189.9%
10 Year Return
+471.52%
AUM
$210M
AUM Growth
+$210M
(+0.79%)
Cap. Flow
+$1.5M
Cap. Flow
% of AUM
0.72%
Top 10 Holdings %
Top 10 Hldgs %
21.8%
Holding
224
New
19
Increased
74
Reduced
71
Closed
18
Top Buys
| 1 |
NTT
Nippon Telegraph & Telephone
NTT
|
$2.98M |
| 2 |
Bausch Health
BHC
|
$1.57M |
| 3 |
ABB
ABB Ltd.
ABB
|
$1.56M |
| 4 |
Rio Tinto
RIO
|
$1.02M |
| 5 |
ARMH
ARM HOLDINGS PLC ADS
ARMH
|
$977K |
Top Sells
| 1 |
Gildan
GIL
|
$2.18M |
| 2 |
AstraZeneca
AZN
|
$1.62M |
| 3 |
GSK
GSK
|
$1.22M |
| 4 |
ORAN
Orange
ORAN
|
$1.2M |
| 5 |
Aegon
AEG
|
$1.04M |
Sector Composition
| 1 | Financials | 19.95% |
| 2 | Technology | 12.64% |
| 3 | Consumer Discretionary | 11.78% |
| 4 | Healthcare | 11.52% |
| 5 | Industrials | 10.18% |
