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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
$240M
AUM Growth
-$3.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.67M
3
+$1.39M
4
BHP icon
BHP
BHP
+$1.25M
5
IBM icon
IBM
IBM
+$1.23M

Top Sells

1
+$2.02M
2
+$1.73M
3
+$1.55M
4
DEG
ETABLISSEMENT DELHZ ADS 4 ADS REPTGS 1 ORD SHS
DEG
+$1.15M
5
TTE icon
TotalEnergies
TTE
+$1.1M

Sector Composition

1 Technology 16.07%
2 Financials 14.18%
3 Healthcare 13.02%
4 Industrials 11.81%
5 Consumer Discretionary 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$200K 0.08%
2,860
-5,885
202
$200K 0.08%
12,215
-14,420
203
– –
-18,145
204
– –
-14,280
205
– –
-44,265
206
– –
-16,785
207
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-4,295
208
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-9,730
209
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-10,073
210
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-22,735
211
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-9,500
212
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-7,215
213
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-15,686
214
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-3,145
215
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-5,015
216
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-8,615
217
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-3,130
218
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219
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-9,192
220
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221
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-13,195
222
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-39,175
223
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-1,575
224
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-31,810
225
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-8,565
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