WIS

Wright Investors Service Portfolio holdings

AUM $345M
1-Year Est. Return 30.17%
This Quarter Est. Return
1 Year Est. Return
+30.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.4M
3
+$1.19M
4
IBM icon
IBM
IBM
+$1.15M
5
T icon
AT&T
T
+$1.09M

Top Sells

1
+$1.44M
2
+$1.27M
3
+$964K
4
SIVB
SVB Financial Group
SIVB
+$826K
5
INTC icon
Intel
INTC
+$812K

Sector Composition

1 Financials 18.19%
2 Technology 15.78%
3 Industrials 12.4%
4 Healthcare 12.24%
5 Communication Services 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$267K 0.11%
+13,290
202
$266K 0.11%
42,385
+17,730
203
$266K 0.11%
4,510
+250
204
$258K 0.1%
+3,490
205
$257K 0.1%
3,565
-810
206
$254K 0.1%
39,990
+16,930
207
$253K 0.1%
11,960
+2,385
208
$249K 0.1%
+5,270
209
$248K 0.1%
19,780
-3,820
210
$245K 0.1%
2,825
+280
211
$243K 0.1%
15,270
+1,530
212
$239K 0.1%
4,600
-8,865
213
$232K 0.09%
4,140
-780
214
$231K 0.09%
6,635
-4,515
215
$229K 0.09%
+2,790
216
$227K 0.09%
+36,675
217
$223K 0.09%
9,430
-1,825
218
$212K 0.09%
+9,405
219
$211K 0.09%
3,450
-610
220
$209K 0.08%
+4,600
221
$208K 0.08%
38,435
+10,845
222
$180K 0.07%
+13,110
223
$170K 0.07%
+11,005
224
$161K 0.07%
+246
225
$142K 0.06%
11,155
-28,940
7 8
9
10 11