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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.47B
$1.28 Million 0.44% of portfolio
33,730
Q1 2025 Reduced 1.34%
$7.02B
$1.22 Million 0.42% of portfolio
36,969
Q1 2025 Reduced 0.64%
$6.98B
$577,000 0.2% of portfolio
71,001
Q1 2025 Reduced 0.74%
$9.62B
$585,000 0.2% of portfolio
5,386
Q1 2025 Reduced 0.43%
$9.92B
$544,000 0.19% of portfolio
9,446
Q1 2025 New
$6.01B
$468,000 0.16% of portfolio
9,248
Q1 2025 New
$9.52B
$461,000 0.16% of portfolio
342
Q1 2025 New
$9.97B
$390,000 0.13% of portfolio
20,262
Q1 2025 Reduced 8.1%
$3.81B
$249,000 0.08% of portfolio
5,374
Q1 2025 Reduced 7.01%

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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