Wright Investors Service Inc Portfolio Holdings

Wright Investors Service Inc

  • $303 Million
  • Q4 2024

Wright Investors Service Inc has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $303 Million distributed in 211 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.2M, Microsoft Corp with a value of $16.2M, Nvidia Corp with a value of $14.4M, Amazon Com Inc with a value of $11.8M, and Meta Platforms, Inc. with a value of $11.7M.

Examining the 13F form we can see an decrease of $74.8M in the current position value, from $377M to 303M.

Below you can find more details about Wright Investors Service Inc portfolio as well as his latest detailed transactions.

Portfolio value $303 Million
Technology: $91.5 Million
Financial Services: $44.5 Million
Communication Services: $33.5 Million
Consumer Cyclical: $30.5 Million
Healthcare: $30.2 Million
Industrials: $24.1 Million
Consumer Defensive: $19.1 Million
Energy: $10.6 Million
Other: $18.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$63.2B
$505,000 0.17% of portfolio
11,642
Q4 2024 Reduced 67.72%
$17.2B
$518,000 0.17% of portfolio
5,285
Q4 2024 Reduced 24.39%
$6.25B
$494,000 0.16% of portfolio
71,531
Q4 2024 New
$97.1B
$492,000 0.16% of portfolio
16,676
Q4 2024 Reduced 67.5%
$24.1B
$484,000 0.16% of portfolio
1,067
Q4 2024 New
$36.1B
$470,000 0.16% of portfolio
3,448
Q4 2024 Reduced 68.67%
$4.61B
$497,000 0.16% of portfolio
34,616
Q4 2024 New
$14.7B
$491,000 0.16% of portfolio
10,124
Q4 2024 Added 0.69%
$91.3B
$465,000 0.15% of portfolio
5,654
Q4 2024 Reduced 46.5%
$148B
$447,000 0.15% of portfolio
16,885
Q4 2024 New
$12.2B
$463,000 0.15% of portfolio
12,379
Q4 2024 Reduced 0.13%
$9.75B
$447,000 0.15% of portfolio
22,049
Q4 2024 Reduced 67.47%
$84.1B
$457,000 0.15% of portfolio
4,248
Q4 2024 Reduced 67.69%
$20.2B
$414,000 0.14% of portfolio
7,705
Q4 2024 Reduced 67.66%
$8.85B
$413,000 0.14% of portfolio
3,004
Q4 2024 Reduced 0.56%
$138B
$422,000 0.14% of portfolio
1,274
Q4 2024 Reduced 65.37%
$79.5B
$352,000 0.12% of portfolio
2,813
Q4 2024 Reduced 8.19%
$85.2B
$368,000 0.12% of portfolio
647
Q4 2024 Reduced 80.99%
$129B
$339,000 0.11% of portfolio
699
Q4 2024 Reduced 67.98%
$104B
$329,000 0.11% of portfolio
6,195
Q4 2024 Reduced 67.75%
$4.25B
$291,000 0.1% of portfolio
5,779
Q4 2024 Reduced 63.0%
$42.9B
$317,000 0.1% of portfolio
2,426
Q4 2024 Reduced 67.69%
$61.8B
$292,000 0.1% of portfolio
7,626
Q4 2024 Added 0.66%
$71.9B
$284,000 0.09% of portfolio
5,948
Q4 2024 Reduced 67.94%
$71.1B
$283,000 0.09% of portfolio
2,053
Q4 2024 New
$99B
$231,000 0.08% of portfolio
3,939
Q4 2024 Reduced 63.84%
$52.7B
$249,000 0.08% of portfolio
1,782
Q4 2024 Reduced 67.79%
$42.7B
$108,000 0.04% of portfolio
11,371
Q4 2024 Reduced 3.71%
$23.9B
$0 0.0% of portfolio
-
Q4 2024 Added 0.25%

Summary

  • Portfolio
  • No. of Stocks 211
  • Current Value $303 Million
  • Prior Value $377 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 92 stocks
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