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
$212M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1 +$5.35M
2 +$5.16M
3 +$4.69M
4
NGG icon
National Grid
NGG
+$4.47M
5
RYAAY icon
Ryanair
RYAAY
+$4.21M

Top Sells

No sells this quarter

Sector Composition

1 Financials 21.31%
2 Industrials 13.43%
3 Healthcare 11.74%
4 Consumer Discretionary 10.22%
5 Technology 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$5.35M 2.53%
+59,253
2
$5.16M 2.44%
+218,030
3
$4.69M 2.22%
+38,890
4
$4.47M 2.11%
+80,528
5
$4.21M 1.99%
+198,973
6
$4.06M 1.92%
+78,900
7
$3.88M 1.84%
+420,945
8
$3.71M 1.76%
+271,700
9
$3.65M 1.73%
+50,185
10
$3.52M 1.67%
+41,261
11
$3.43M 1.62%
+51,825
12
$3.41M 1.61%
+131,090
13
$3.05M 1.44%
+30,113
14
$3.02M 1.43%
+61,971
15
$2.81M 1.33%
+452,446
16
$2.78M 1.32%
+69,280
17
$2.52M 1.19%
+49,016
18
$2.49M 1.18%
+60,650
19
$2.49M 1.18%
+238,895
20
$2.4M 1.13%
+45,437
21
$2.39M 1.13%
+66,810
22
$2.33M 1.1%
+96,169
23
$2.28M 1.08%
+35,275
24
$2.17M 1.03%
+81,357
25
$2.13M 1.01%
+80,800