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
$265M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$2.02M
3
+$1.65M
4
AMT icon
American Tower
AMT
+$1.36M
5
MSFT icon
Microsoft
MSFT
+$1.31M

Top Sells

1
+$2.65M
2
+$2.46M
3
+$2.21M
4
DHR icon
Danaher
DHR
+$1.18M
5
SCHW icon
Charles Schwab
SCHW
+$1.14M

Sector Composition

1 Financials 18.41%
2 Technology 15.34%
3 Industrials 12.64%
4 Healthcare 11.32%
5 Consumer Discretionary 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$247K 0.09%
3,170
+380
202
$245K 0.09%
8,689
-2,849
203
$245K 0.09%
31,130
-48,980
204
$243K 0.09%
+12,670
205
$241K 0.09%
10,755
+1,350
206
$238K 0.09%
5,635
-4,215
207
$237K 0.09%
+3,615
208
$234K 0.09%
4,965
-16,860
209
$233K 0.09%
+6,012
210
$231K 0.09%
37,580
-855
211
$227K 0.09%
3,780
-360
212
$225K 0.09%
4,190
-410
213
$222K 0.08%
8,595
-835
214
$215K 0.08%
1,650
-2,470
215
$212K 0.08%
6,892
-2,179
216
$210K 0.08%
+6,285
217
$207K 0.08%
6,317
-1,869
218
$207K 0.08%
+5,455
219
$206K 0.08%
+3,150
220
$201K 0.08%
+1,912
221
$198K 0.07%
32,730
-9,655
222
$164K 0.06%
12,050
-1,060
223
$138K 0.05%
38,115
+1,440
224
$126K 0.05%
10,500
-38,010
225
$102K 0.04%
251
+5
7 8
9
10 11