Wright Investors Service Inc has filed its 13F form on October 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $377 Million distributed in 217 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $21.8M, Apple Inc. with a value of $20.3M, Meta Platforms, Inc. with a value of $14M, Nvidia Corp with a value of $12M, and Amazon Com Inc with a value of $11.3M.

Examining the 13F form we can see an decrease of $1.34M in the current position value, from $379M to 377M.

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

Portfolio value $377 Million
Technology: $102 Million
Financial Services: $59 Million
Healthcare: $43.7 Million
Consumer Cyclical: $38.5 Million
Communication Services: $38.4 Million
Consumer Defensive: $27.6 Million
Industrials: $26.8 Million
Energy: $16.6 Million
Other: $24.9 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 217
  • Current Value $377 Million
  • Prior Value $379 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 19 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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