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
$271M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.29M
3
+$1.27M
4
AMZN icon
Amazon
AMZN
+$1.27M
5
AIG icon
American International
AIG
+$1.25M

Top Sells

1
+$1.39M
2
+$902K
3
+$896K
4
RYAAY icon
Ryanair
RYAAY
+$828K
5
AAP icon
Advance Auto Parts
AAP
+$765K

Sector Composition

1 Financials 17.93%
2 Healthcare 13.41%
3 Technology 12.9%
4 Consumer Discretionary 11.79%
5 Industrials 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$410K 0.15%
3,435
-675
202
$403K 0.15%
3,445
+357
203
$387K 0.14%
3,112
204
$381K 0.14%
28,325
-1,180
205
$373K 0.14%
3,541
+327
206
$372K 0.14%
8,680
+585
207
$371K 0.14%
9,637
+474
208
$360K 0.13%
13,113
+895
209
$357K 0.13%
4,154
+499
210
$343K 0.13%
2,775
+425
211
$335K 0.12%
4,317
-1,680
212
$331K 0.12%
5,941
+806
213
$329K 0.12%
+14,133
214
$327K 0.12%
3,126
-6,093
215
$327K 0.12%
4,566
+628
216
$326K 0.12%
+15,520
217
$315K 0.12%
12,690
-12,900
218
$315K 0.12%
9,591
+166
219
$305K 0.11%
7,640
+500
220
$296K 0.11%
5,375
+200
221
$289K 0.11%
3,235
+1
222
$289K 0.11%
+4,811
223
$278K 0.1%
+5,334
224
$274K 0.1%
4,053
+1
225
$271K 0.1%
10,899
+721
7 8
9
10 11