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
$382M
AUM Growth
+$2.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.28M
3
+$1.92M
4
EBAY icon
eBay
EBAY
+$1.83M
5
SYY icon
Sysco
SYY
+$1.64M

Top Sells

1
+$2.91M
2
+$2.61M
3
+$2.25M
4
JPM icon
JPMorgan Chase
JPM
+$1.8M
5
UNH icon
UnitedHealth
UNH
+$1.75M

Sector Composition

1 Technology 26.63%
2 Financials 15.46%
3 Healthcare 11.78%
4 Communication Services 10.33%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.8M 5.7%
50,577
-3,169
2
$20.4M 5.33%
87,347
+5,841
3
$14M 3.67%
24,500
-2,153
4
$12M 3.13%
98,597
-18,545
5
$11.3M 2.96%
60,717
-732
6
$10.2M 2.68%
25,248
+315
7
$9.58M 2.51%
48,526
+3,880
8
$9.04M 2.37%
125,845
-3,148
9
$8.79M 2.3%
50,977
+997
10
$8.4M 2.2%
33,119
-4,851
11
$7.55M 1.98%
35,829
-8,536
12
$7.08M 1.85%
12,113
-2,986
13
$6.92M 1.81%
41,368
+382
14
$6.57M 1.72%
32,509
+34
15
$6.23M 1.63%
22,671
+5,572
16
$6.2M 1.62%
119,781
+37,055
17
$5.88M 1.54%
50,155
-297
18
$5.52M 1.45%
14,119
-23
19
$5.38M 1.41%
64,123
+10,631
20
$5.2M 1.36%
124,402
-5,753
21
$4.93M 1.29%
18,194
+30
22
$4.81M 1.26%
28,216
+7,384
23
$4.7M 1.23%
38,686
-12,155
24
$4.68M 1.22%
28,212
-116
25
$4.53M 1.19%
31,580
+4,685
1
2 3 4 5