Top 50 Wright Investors Service Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 4.96% | 90.4K | $15.8M | -0.32%(-286) | $66.11(+241.58%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.74% | 59.4K | $15.1M | -0.83%(-496) | $89.73(+233.09%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.04% | 34.6K | $12.8M | +3.79%(+1.27K) | $114.33(+254.43%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.47% | 52.9K | $11.0M | -0.92%(-493) | $113.03(+138.99%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.38% | 37.3K | $10.7M | -13.26%(-5.70K) | $117.15(+243.69%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.15% | 32.3K | $10.0M | -12.96%(-4.81K) | $66.72(+524.68%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.7% | 15.0K | $8.6M | -7.99%(-1.30K) | $239.34(+157.64%) | 2026-03-31 | |
| GILD | GILEAD SCIENCES INC | 2.47% | 56.3K | $7.8M | -1.71%(-981) | $76.69(+73.49%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.34% | 25.2K | $7.4M | -2.08%(-535) | $102.96(+191.61%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 2.18% | 9.8K | $6.9M | -10.21%(-1.11K) | $262.06(+244.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.24% | +53.06% |
| Top 20 Holdings Unweighted | +15.49% | +54.04% |
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