Wright Investors Service Inc has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $379 Million distributed in 220 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $24M, Apple Inc. with a value of $17.2M, Nvidia Corp with a value of $14.5M, Meta Platforms, Inc. with a value of $13.4M, and Amazon Com Inc with a value of $11.9M.

Examining the 13F form we can see an decrease of $14.1M in the current position value, from $393M to 379M.

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

Portfolio value $379 Million
Technology: $100 Million
Financial Services: $61 Million
Healthcare: $44.2 Million
Communication Services: $40.3 Million
Consumer Cyclical: $37.5 Million
Industrials: $26.7 Million
Consumer Defensive: $25.7 Million
Energy: $20 Million
Other: $23.5 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 220
  • Current Value $379 Million
  • Prior Value $393 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 26, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 20 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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