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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$38.6B
$1.6 Million 0.54% of portfolio
23,560
Q1 2025 Added 1.31%
$196B
$1.58 Million 0.54% of portfolio
55,701
Q1 2025 Reduced 4.84%
$51.3B
$1.46 Million 0.5% of portfolio
3,021
Q1 2025 New
$280B
$1.4 Million 0.48% of portfolio
19,481
Q1 2025 Added 45.41%
$268B
$1.39 Million 0.47% of portfolio
8,732
Q1 2025 Reduced 52.79%
$61.7B
$1.34 Million 0.46% of portfolio
16,683
Q1 2025 Added 2.41%
$189B
$1.32 Million 0.45% of portfolio
9,958
Q1 2025 Reduced 0.73%
$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%
$104B
$1.21 Million 0.41% of portfolio
5,552
Q1 2025 Added 8.99%
$265B
$1.2 Million 0.41% of portfolio
7,147
Q1 2025 Reduced 4.4%
$19.6B
$1.16 Million 0.39% of portfolio
15,718
Q1 2025 Reduced 0.76%
$63.6B
$1.13 Million 0.38% of portfolio
8,817
Q1 2025 Added 54.58%
$79.2B
$1.01 Million 0.34% of portfolio
1,656
Q1 2025 Reduced 48.01%
$25.2B
$1.01 Million 0.34% of portfolio
6,007
Q1 2025 New
$112B
$998,000 0.34% of portfolio
9,510
Q1 2025 Reduced 34.84%
$15.4B
$954,000 0.32% of portfolio
14,584
Q1 2025 Reduced 46.02%
$34.2B
$949,000 0.32% of portfolio
9,869
Q1 2025 Reduced 0.75%
$232B
$936,000 0.32% of portfolio
7,062
Q1 2025 New
$198B
$926,000 0.31% of portfolio
1,164
Q1 2025 New
$88.1B
$882,000 0.3% of portfolio
3,332
Q1 2025 Reduced 30.87%
$210B
$887,000 0.3% of portfolio
9,889
Q1 2025 Reduced 15.5%
$169B
$865,000 0.29% of portfolio
11,874
Q1 2025 Added 8.96%
$69.7B
$853,000 0.29% of portfolio
7,757
Q1 2025 Reduced 26.65%
$168B
$848,000 0.29% of portfolio
8,601
Q1 2025 Reduced 0.74%
$144B
$835,000 0.28% of portfolio
3,944
Q1 2025 Reduced 21.7%
$56.5B
$837,000 0.28% of portfolio
3,437
Q1 2025 New
$17.5B
$819,000 0.28% of portfolio
6,560
Q1 2025 Reduced 7.61%
$12.6B
$790,000 0.27% of portfolio
26,656
Q1 2025 Reduced 0.77%
$64.1B
$780,000 0.27% of portfolio
7,123
Q1 2025 Reduced 4.77%
$38.4B
$712,000 0.24% of portfolio
3,850
Q1 2025 Reduced 48.82%
$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%
$6.98B
$577,000 0.2% of portfolio
71,001
Q1 2025 Reduced 0.74%
$128B
$601,000 0.2% of portfolio
1,241
Q1 2025 New
$9.62B
$585,000 0.2% of portfolio
5,386
Q1 2025 Reduced 0.43%
$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%
$9.92B
$544,000 0.19% of portfolio
9,446
Q1 2025 New
$309B
$545,000 0.19% of portfolio
2,046
Q1 2025 New
$15B
$568,000 0.19% of portfolio
10,043
Q1 2025 Reduced 0.8%

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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