Wright Investors Service Inc Portfolio Holdings

Wright Investors Service Inc

  • $294 Million
  • Q1 2025

Wright Investors Service Inc has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $294 Million distributed in 224 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16.2M, Microsoft Corp with a value of $15.3M, Meta Platforms, Inc. with a value of $11.9M, Nvidia Corp with a value of $11.8M, and Amazon Com Inc with a value of $10.8M.

Examining the 13F form we can see an decrease of $8.69M in the current position value, from $303M to 294M.

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

Portfolio value $294 Million
Technology: $78.3 Million
Financial Services: $51.8 Million
Healthcare: $35.8 Million
Communication Services: $34.3 Million
Consumer Cyclical: $29.4 Million
Industrials: $19.5 Million
Consumer Defensive: $16.3 Million
Energy: $11.8 Million
Other: $16.8 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$79.3B
$700,000 0.24% of portfolio
10,743
Q1 2025 Reduced 0.72%
$36.2B
$640,000 0.22% of portfolio
12,966
Q1 2025 New
$134B
$617,000 0.21% of portfolio
24,350
Q1 2025 Added 44.21%
$35.8B
$617,000 0.21% of portfolio
6,223
Q1 2025 Reduced 8.94%
$162B
$614,000 0.21% of portfolio
5,983
Q1 2025 Added 2.47%
$32.7B
$631,000 0.21% of portfolio
7,283
Q1 2025 Added 8.95%
$46B
$575,000 0.2% of portfolio
4,361
Q1 2025 Reduced 3.69%
$48.6B
$579,000 0.2% of portfolio
3,047
Q1 2025 Added 2.42%
$128B
$601,000 0.2% of portfolio
1,241
Q1 2025 New
$10.7B
$579,000 0.2% of portfolio
13,617
Q1 2025 Reduced 0.75%
$33.9B
$578,000 0.2% of portfolio
9,522
Q1 2025 Reduced 25.86%
$11.1B
$557,000 0.19% of portfolio
10,225
Q1 2025 New
$53.4B
$563,000 0.19% of portfolio
14,883
Q1 2025 Reduced 0.77%
$15B
$568,000 0.19% of portfolio
10,043
Q1 2025 Reduced 0.8%
$17.2B
$531,000 0.18% of portfolio
5,414
Q1 2025 Added 2.44%
$10.5B
$535,000 0.18% of portfolio
37,654
Q1 2025 Reduced 32.93%
$89.4B
$513,000 0.17% of portfolio
15,203
Q1 2025 Reduced 8.83%
$66.9B
$511,000 0.17% of portfolio
2,909
Q1 2025 Reduced 8.92%
$13.5B
$464,000 0.16% of portfolio
12,295
Q1 2025 Reduced 0.68%
$93B
$472,000 0.16% of portfolio
3,877
Q1 2025 Reduced 8.73%
$59.9B
$478,000 0.16% of portfolio
16,258
Q1 2025 Reduced 72.24%
$63.3B
$475,000 0.16% of portfolio
1,291
Q1 2025 New
$36.8B
$435,000 0.15% of portfolio
9,901
Q1 2025 New
$52.2B
$436,000 0.15% of portfolio
10,606
Q1 2025 Reduced 8.9%
$21.4B
$397,000 0.14% of portfolio
25,746
Q1 2025 New
$26.4B
$419,000 0.14% of portfolio
8,675
Q1 2025 Reduced 0.72%
$20.2B
$414,000 0.14% of portfolio
3,046
Q1 2025 Reduced 76.32%
$79.5B
$384,000 0.13% of portfolio
3,068
Q1 2025 Added 9.07%
$20.8B
$381,000 0.13% of portfolio
1,033
Q1 2025 Reduced 3.19%
$27.8B
$392,000 0.13% of portfolio
3,421
Q1 2025 Reduced 0.78%
$15.7B
$374,000 0.13% of portfolio
7,025
Q1 2025 Reduced 8.83%
$14.3B
$391,000 0.13% of portfolio
18,217
Q1 2025 Reduced 0.76%
$47.9B
$316,000 0.11% of portfolio
7,566
Q1 2025 Reduced 0.79%
$44.2B
$313,000 0.11% of portfolio
2,204
Q1 2025 Reduced 9.15%
$116B
$338,000 0.11% of portfolio
5,654
Q1 2025 Reduced 8.73%
$119B
$312,000 0.11% of portfolio
1,149
Q1 2025 Reduced 9.81%
$124B
$282,000 0.1% of portfolio
633
Q1 2025 Reduced 9.44%
$53.9B
$250,000 0.09% of portfolio
1,622
Q1 2025 Reduced 8.98%
$43.3B
$228,000 0.08% of portfolio
2,188
Q1 2025 Reduced 60.73%
$61.6B
$228,000 0.08% of portfolio
5,404
Q1 2025 Reduced 9.15%
$96.5B
$211,000 0.07% of portfolio
3,527
Q1 2025 Reduced 10.46%
$47.5B
$132,000 0.04% of portfolio
12,902
Q1 2025 Added 13.46%
$23.9B
$0 0.0% of portfolio
-
Q1 2025 Reduced 25.26%

Summary

  • Portfolio
  • No. of Stocks 224
  • Current Value $294 Million
  • Prior Value $303 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 21 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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