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
$210M
AUM Growth
+$1.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$1.57M
3
+$1.56M
4
RIO icon
Rio Tinto
RIO
+$1.02M
5
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$977K

Top Sells

1
+$2.18M
2
+$1.62M
3
+$1.22M
4
ORAN
Orange
ORAN
+$1.2M
5
AEG icon
Aegon
AEG
+$1.04M

Sector Composition

1 Financials 19.95%
2 Technology 12.64%
3 Consumer Discretionary 11.78%
4 Healthcare 11.52%
5 Industrials 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.26M 2.51%
144,848
+82,218
2
$5.03M 2.4%
82,337
+2,240
3
$5.02M 2.4%
37,549
+390
4
$4.94M 2.36%
168,699
+23,924
5
$4.6M 2.19%
38,128
+1,040
6
$4.5M 2.14%
80,165
+2,255
7
$4.28M 2.04%
287,415
+7,800
8
$4.28M 2.04%
204,740
+74,660
9
$3.95M 1.88%
253,652
+6,940
10
$3.85M 1.84%
78,331
+2,210
11
$3.85M 1.84%
34,140
+1,080
12
$3.63M 1.73%
88,025
+24,855
13
$3.23M 1.54%
343,855
-96,383
14
$3.06M 1.46%
424,137
+11,844
15
$2.9M 1.38%
53,544
+1,690
16
$2.71M 1.29%
42,909
+8,554
17
$2.65M 1.26%
107,191
+2,125
18
$2.63M 1.26%
83,976
-5,996
19
$2.36M 1.12%
53,373
+2,468
20
$2.31M 1.1%
22,206
-2,685
21
$2.19M 1.05%
38,275
-2,140
22
$2.16M 1.03%
8,947
+260
23
$2.09M 1%
30,833
+420
24
$2M 0.95%
34,660
+1,150
25
$1.98M 0.94%
22,436
+7,468
1
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