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
$221M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.68M
3
+$1.47M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.26M
5
CS
Credit Suisse Group
CS
+$1.21M

Top Sells

1
+$5.03M
2
+$1.91M
3
+$1.49M
4
HMC icon
Honda
HMC
+$1.49M
5
RKT
ROCK-TENN COMPANY CL-A
RKT
+$1.06M

Sector Composition

1 Financials 17.52%
2 Technology 13.62%
3 Healthcare 13.4%
4 Consumer Discretionary 13.31%
5 Industrials 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.29M 2.39%
164,677
-4,022
2
$4.71M 2.13%
133,513
-11,335
3
$4.47M 2.02%
38,134
+585
4
$4.31M 1.95%
156,156
+72,180
5
$4.27M 1.93%
89,005
+8,840
6
$4.22M 1.91%
39,653
+1,525
7
$4.05M 1.83%
91,416
+38,043
8
$3.78M 1.71%
55,509
+12,600
9
$3.53M 1.6%
199,900
-4,840
10
$3.48M 1.57%
33,405
-735
11
$3.41M 1.54%
76,322
-2,009
12
$3.4M 1.54%
247,752
-5,900
13
$3.3M 1.49%
59,894
+6,350
14
$3.07M 1.39%
236,165
-51,250
15
$2.91M 1.32%
86,075
-1,950
16
$2.64M 1.19%
22,833
+12,728
17
$2.53M 1.14%
415,322
-8,815
18
$2.44M 1.1%
17,618
+6,201
19
$2.4M 1.09%
66,561
+21,636
20
$2.4M 1.08%
33,303
+6,448
21
$2.38M 1.07%
11,455
+3,843
22
$2.31M 1.04%
23,515
+10,921
23
$2.28M 1.03%
27,122
+4,916
24
$2.19M 0.99%
103,960
-3,231
25
$2.16M 0.98%
12,105
+5,020
1
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