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
$3.17T
$16.2 Million 5.53% of portfolio
73,154
Q1 2025 Reduced 9.13%
$2.74T
$15.3 Million 5.19% of portfolio
40,647
Q1 2025 Added 5.77%
$1.13T
$11.9 Million 4.04% of portfolio
20,598
Q1 2025 Added 3.92%
$253B
$11.8 Million 4.02% of portfolio
109,069
Q1 2025 Added 1.83%
$1.76T
$10.8 Million 3.69% of portfolio
57,022
Q1 2025 Added 5.62%
$155B
$8.7 Million 2.96% of portfolio
30,749
Q1 2025 Added 5.92%
$306B
$8.03 Million 2.73% of portfolio
38,306
Q1 2025 Added 11.1%
$539B
$7.28 Million 2.47% of portfolio
20,763
Q1 2025 Added 6.8%
$680B
$7.04 Million 2.39% of portfolio
28,692
Q1 2025 Reduced 4.17%
$69.3B
$6.93 Million 2.36% of portfolio
41,409
Q1 2025 Reduced 8.39%
$316B
$6.45 Million 2.19% of portfolio
90,100
Q1 2025 Added 1.42%
$933B
$6.37 Million 2.17% of portfolio
40,788
Q1 2025 Added 15.87%
$188B
$6.14 Million 2.09% of portfolio
22,813
Q1 2025 Added 44.18%
$131B
$5.68 Million 1.93% of portfolio
50,665
Q1 2025 Added 5.16%
$105B
$5.45 Million 1.85% of portfolio
89,412
Q1 2025 Reduced 0.22%
$446B
$5.41 Million 1.84% of portfolio
45,487
Q1 2025 Added 0.31%
$155B
$5.29 Million 1.8% of portfolio
16,031
Q1 2025 Reduced 8.77%
$903B
$4.64 Million 1.58% of portfolio
30,075
Q1 2025 Added 7.02%
$425B
$4.43 Million 1.51% of portfolio
8,449
Q1 2025 Added 17.33%
$347B
$4.22 Million 1.44% of portfolio
30,203
Q1 2025 Added 0.4%
$300B
$4.04 Million 1.37% of portfolio
96,763
Q1 2025 Added 11.97%
$247B
$3.97 Million 1.35% of portfolio
14,790
Q1 2025 Added 43.19%
$118B
$3.8 Million 1.29% of portfolio
26,152
Q1 2025 Reduced 7.74%
$101B
$3.53 Million 1.2% of portfolio
10,726
Q1 2025 Reduced 9.58%
$150B
$3.39 Million 1.15% of portfolio
92,004
Q1 2025 Reduced 0.09%
$762B
$3.3 Million 1.12% of portfolio
12,733
Q1 2025 Added 112.93%
$23B
$3.09 Million 1.05% of portfolio
32,330
Q1 2025 Added 0.31%
$433B
$3.01 Million 1.02% of portfolio
3,232
Q1 2025 Added 9.01%
$229B
$2.84 Million 0.96% of portfolio
45,948
Q1 2025 Added 0.04%
$130B
$2.6 Million 0.88% of portfolio
36,686
Q1 2025 Reduced 1.06%
$174B
$2.57 Million 0.87% of portfolio
4,709
Q1 2025 Added 24.84%
$119B
$2.56 Million 0.87% of portfolio
8,471
Q1 2025 Added 0.37%
$31.3B
$2.42 Million 0.82% of portfolio
74,187
Q1 2025 Added 1.58%
$51.2B
$2.36 Million 0.8% of portfolio
18,171
Q1 2025 Added 4.23%
$440B
$2.23 Million 0.76% of portfolio
2,361
Q1 2025 Reduced 13.86%
$214B
$2.22 Million 0.75% of portfolio
8,912
Q1 2025 Reduced 4.5%
$798B
$2.22 Million 0.75% of portfolio
2,683
Q1 2025 Added 9.02%
$153B
$2.14 Million 0.73% of portfolio
13,910
Q1 2025 Added 14.65%
$79.7B
$2.09 Million 0.71% of portfolio
22,316
Q1 2025 New
$148B
$2.08 Million 0.71% of portfolio
17,040
Q1 2025 Reduced 1.37%
$148B
$2.05 Million 0.7% of portfolio
6,574
Q1 2025 New
$21.6B
$2.01 Million 0.68% of portfolio
37,926
Q1 2025 Reduced 12.18%
$26.2B
$1.93 Million 0.66% of portfolio
44,237
Q1 2025 Added 1.3%
$162B
$1.82 Million 0.62% of portfolio
4,744
Q1 2025 Added 133.81%
$21.6B
$1.75 Million 0.6% of portfolio
17,065
Q1 2025 Reduced 28.69%
$51B
$1.67 Million 0.57% of portfolio
24,743
Q1 2025 Reduced 36.88%
$37.8B
$1.67 Million 0.57% of portfolio
12,767
Q1 2025 Added 2.41%
$122B
$1.63 Million 0.56% of portfolio
23,003
Q1 2025 Reduced 3.17%
$674B
$1.62 Million 0.55% of portfolio
3,095
Q1 2025 New

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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