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
$271M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.29M
3
+$1.27M
4
AMZN icon
Amazon
AMZN
+$1.27M
5
AIG icon
American International
AIG
+$1.25M

Top Sells

1
+$1.39M
2
+$902K
3
+$896K
4
RYAAY icon
Ryanair
RYAAY
+$828K
5
AAP icon
Advance Auto Parts
AAP
+$765K

Sector Composition

1 Financials 17.93%
2 Healthcare 13.41%
3 Technology 12.9%
4 Consumer Discretionary 11.79%
5 Industrials 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.56M 2.05%
100,208
+8,792
2
$4.95M 1.83%
124,523
-8,990
3
$4.93M 1.82%
39,443
-210
4
$4.87M 1.8%
140,748
-23,929
5
$4.54M 1.68%
36,919
-1,215
6
$4.4M 1.63%
167,300
+11,144
7
$4.39M 1.62%
64,521
+9,012
8
$4.09M 1.51%
90,901
+14,579
9
$3.88M 1.43%
33,850
+445
10
$3.77M 1.39%
247,967
+215
11
$3.65M 1.35%
90,000
+995
12
$3.3M 1.22%
234,915
-1,250
13
$3.29M 1.22%
59,644
-250
14
$3.19M 1.18%
109,580
+23,505
15
$3.18M 1.17%
179,108
-20,792
16
$2.79M 1.03%
27,625
+4,110
17
$2.77M 1.02%
20,984
-1,849
18
$2.71M 1%
88,432
+31,383
19
$2.65M 0.98%
94,100
+38,948
20
$2.57M 0.95%
413,352
-1,970
21
$2.56M 0.94%
11,779
+324
22
$2.55M 0.94%
38,658
+7,414
23
$2.53M 0.93%
104,449
+489
24
$2.49M 0.92%
25,502
+8,700
25
$2.49M 0.92%
15,343
-2,275
1
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