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
$291M
AUM Growth
-$7.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$2.17M
3
+$2M
4
CAT icon
Caterpillar
CAT
+$1.87M
5
MPC icon
Marathon Petroleum
MPC
+$1.37M

Top Sells

1
+$2.44M
2
+$2.14M
3
+$2.09M
4
AET
Aetna Inc
AET
+$2.04M
5
BTI icon
British American Tobacco
BTI
+$1.69M

Sector Composition

1 Financials 20.62%
2 Technology 18.08%
3 Industrials 11.87%
4 Consumer Discretionary 11.1%
5 Healthcare 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
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