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
$247M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.4M
3
+$1.19M
4
IBM icon
IBM
IBM
+$1.15M
5
T icon
AT&T
T
+$1.09M

Top Sells

1
+$1.44M
2
+$1.27M
3
+$964K
4
SIVB
SVB Financial Group
SIVB
+$826K
5
INTC icon
Intel
INTC
+$812K

Sector Composition

1 Financials 18.19%
2 Technology 15.78%
3 Industrials 12.4%
4 Healthcare 12.24%
5 Communication Services 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.77M 3.55%
133,100
+5,380
2
$8.12M 3.29%
226,024
+12,920
3
$6.4M 2.59%
170,362
+4,300
4
$5.12M 2.07%
30,758
+6,894
5
$4.79M 1.94%
32,628
+1,910
6
$4.57M 1.85%
145,477
+34,735
7
$4.18M 1.69%
47,610
+3,585
8
$4.18M 1.69%
25,487
+3,207
9
$3.65M 1.48%
82,380
+4,160
10
$3.6M 1.46%
72,155
+19,145
11
$3.59M 1.45%
28,155
-295
12
$3.57M 1.45%
13,339
-2,045
13
$3.46M 1.4%
83,360
-5,860
14
$3.22M 1.31%
19,650
+1,150
15
$3.07M 1.24%
20,125
+9,205
16
$3M 1.22%
21,130
+5,300
17
$3M 1.21%
16,945
-3,930
18
$2.88M 1.17%
56,023
+11,310
19
$2.85M 1.15%
28,480
+14,330
20
$2.74M 1.11%
21,357
+424
21
$2.73M 1.11%
41,945
+2,360
22
$2.66M 1.08%
62,660
-5,620
23
$2.63M 1.06%
36,758
+7,840
24
$2.46M 1%
36,005
-1,375
25
$2.44M 0.99%
21,656
+4,110
1
2 3 4 5