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Wright Investors Service Inc

Portfolio Manager
Wright Investors Service Inc
Performance
-6.53% (2026 Q1)
AUM (13F)
$317.71M
# of Holdings
148
Performance Rank
Allocation (Top 20)
50.03%

Wright Investors Service Inc Holdings Map

Top 50 Wright Investors Service Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
4.96%90.4K$15.8M
-0.32%(-286)
2025-Q1: 109.1K shares2025-Q2: 112.4K shares2025-Q3: 109.3K shares2025-Q4: 90.7K shares2026-Q1: 90.4K shares
$66.11(+241.58%)
2026-03-31
AAPL
APPLE INC
4.74%59.4K$15.1M
-0.83%(-496)
2025-Q1: 73.2K shares2025-Q2: 65.8K shares2025-Q3: 61.1K shares2025-Q4: 59.9K shares2026-Q1: 59.4K shares
$89.73(+233.09%)
2026-03-31
MSFT
MICROSOFT CORP
4.04%34.6K$12.8M
+3.79%(+1.27K)
2025-Q1: 40.6K shares2025-Q2: 39.6K shares2025-Q3: 37.4K shares2025-Q4: 33.4K shares2026-Q1: 34.6K shares
$114.33(+254.43%)
2026-03-31
AMZN
AMAZON COM INC
3.47%52.9K$11.0M
-0.92%(-493)
2025-Q1: 57.0K shares2025-Q2: 55.5K shares2025-Q3: 64.9K shares2025-Q4: 53.4K shares2026-Q1: 52.9K shares
$113.03(+138.99%)
2026-03-31
GOOGL
ALPHABET INC
3.38%37.3K$10.7M
-13.26%(-5.70K)
2025-Q1: 30.1K shares2025-Q2: 41.3K shares2025-Q3: 50.1K shares2025-Q4: 43.0K shares2026-Q1: 37.3K shares
$117.15(+243.69%)
2026-03-31
AVGO
BROADCOM INC
3.15%32.3K$10.0M
-12.96%(-4.81K)
2025-Q1: 41.4K shares2025-Q2: 40.0K shares2025-Q3: 42.2K shares2025-Q4: 37.1K shares2026-Q1: 32.3K shares
$66.72(+524.68%)
2026-03-31
META
META PLATFORMS INC
2.7%15.0K$8.6M
-7.99%(-1.30K)
2025-Q1: 20.6K shares2025-Q2: 19.9K shares2025-Q3: 17.9K shares2025-Q4: 16.3K shares2026-Q1: 15.0K shares
$239.34(+157.64%)
2026-03-31
GILD
GILEAD SCIENCES INC
2.47%56.3K$7.8M
-1.71%(-981)
2025-Q1: 50.7K shares2025-Q2: 50.9K shares2025-Q3: 56.6K shares2025-Q4: 57.3K shares2026-Q1: 56.3K shares
$76.69(+73.49%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.34%25.2K$7.4M
-2.08%(-535)
2025-Q1: 28.7K shares2025-Q2: 28.7K shares2025-Q3: 25.8K shares2025-Q4: 25.8K shares2026-Q1: 25.2K shares
$102.96(+191.61%)
2026-03-31
CAT
CATERPILLAR INC
2.18%9.8K$6.9M
-10.21%(-1.11K)
2025-Q1: 16.0K shares2025-Q2: 14.0K shares2025-Q3: 12.1K shares2025-Q4: 10.9K shares2026-Q1: 9.8K shares
$262.06(+244.30%)
2026-03-31

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