Wright Investors Service Inc 13F annual report
Wright Investors Service Inc is an investment fund managing more than $380 billion ran by Amit Khandwala. There are currently 138 companies in Mr. Khandwala’s portfolio. The largest investments include Microsoft and Apple Inc, together worth $41.2 billion.
$380 billion Assets Under Management (AUM)
As of 19th July 2024, Wright Investors Service Inc’s top holding is 53,746 shares of Microsoft currently worth over $24 billion and making up 6.3% of the portfolio value.
Relative to the number of outstanding shares of Microsoft, Wright Investors Service Inc owns more than approximately 0.1% of the company.
In addition, the fund holds 81,506 shares of Apple Inc worth $17.2 billion, whose value grew 16.6% in the past six months.
The third-largest holding is NVIDIA Corp worth $14.5 billion and the next is Meta Platforms Inc worth $13.4 billion, with 26,653 shares owned.
Currently, Wright Investors Service Inc's portfolio is worth at least $380 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Wright Investors Service Inc
The Wright Investors Service Inc office and employees reside in Shelton, Connecticut. According to the last 13-F report filed with the SEC, Amit Khandwala serves as the Chairman, Chief Executive Officer & Chief Investment Officer at Wright Investors Service Inc.
Recent trades
In the most recent 13F filing, Wright Investors Service Inc revealed that it had opened a new position in
Tjx Cos Inc New and bought 18,805 shares worth $2.07 billion.
The investment fund also strengthened its position in Apple Inc by buying
12,755 additional shares.
This makes their stake in Apple Inc total 81,506 shares worth $17.2 billion.
Apple Inc soared 15.3% in the past year.
On the other hand, there are companies that Wright Investors Service Inc is getting rid of from its portfolio.
Wright Investors Service Inc closed its position in ON Semiconductor on 26th July 2024.
It sold the previously owned 19,141 shares for $1.41 billion.
Amit Khandwala also disclosed a decreased stake in Microsoft by 0.1%.
This leaves the value of the investment at $24 billion and 53,746 shares.
One of the smaller hedge funds
The two most similar investment funds to Wright Investors Service Inc are Crumly & Associates and Burt Wealth Advisors. They manage $380 billion and $379 billion respectively.
Amit Khandwala investment strategy
Wright Investors Service Inc’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 24.1% of
the total portfolio value.
The fund focuses on investments in the United States as
66.7% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
62% of the total holdings value.
On the other hand, small-cap stocks make up only 2.9% of the portfolio.
The average market cap of the portfolio companies is close to $155 billion.
The complete list of Wright Investors Service Inc trades based on 13F SEC filings
These positions were updated on July 26th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Microsoft Corporation |
10.58%
53,746
|
$24,021,849,000 | 6.33% |
| Apple Inc |
18.55%
81,506
|
$17,166,794,000 | 4.52% |
| NVIDIA Corp |
934.82%
117,142
|
$14,471,723,000 | 3.81% |
| Meta Platforms Inc |
4.44%
26,653
|
$13,438,976,000 | 3.54% |
| Amazon.com Inc. |
9.42%
61,449
|
$11,875,019,000 | 3.13% |
| JPMorgan Chase & Co. |
9.55%
44,365
|
$8,973,260,000 | 2.36% |
| Home Depot, Inc. |
13.56%
24,933
|
$8,582,885,000 | 2.26% |
| Coca-Cola Co |
13.42%
128,993
|
$8,210,404,000 | 2.16% |
| Broadcom Inc |
3.59%
4,998
|
$8,024,439,000 | 2.11% |
| Progressive Corp. |
1.05%
37,970
|
$7,886,749,000 | 2.08% |
| Unitedhealth Group Inc |
1.81%
15,099
|
$7,689,317,000 | 2.03% |
| Applied Matls Inc |
1.23%
32,475
|
$7,663,775,000 | 2.02% |
| Abbvie Inc |
11.49%
44,646
|
$7,657,682,000 | 2.02% |
| Alphabet Inc |
11.61%
69,314
|
$12,677,596,000 | 3.34% |
| Exxon Mobil Corp. |
1.04%
50,452
|
$5,808,034,000 | 1.53% |
| Philip Morris International Inc |
19.71%
50,841
|
$5,151,736,000 | 1.36% |
| Comcast Corp New |
12.54%
130,155
|
$5,096,868,000 | 1.34% |
| Adobe Inc |
1.23%
9,167
|
$5,092,635,000 | 1.34% |
| Caterpillar Inc. |
0.95%
14,142
|
$4,710,700,000 | 1.24% |
| Visa Inc |
1.53%
17,099
|
$4,487,975,000 | 1.18% |
| Citigroup Inc |
6.61%
67,988
|
$4,314,503,000 | 1.14% |
| Cisco Sys Inc |
11.17%
89,793
|
$4,266,086,000 | 1.12% |
| American Express Co. |
1.55%
18,164
|
$4,205,874,000 | 1.11% |
| Costco Whsl Corp New |
20.80%
4,538
|
$3,857,255,000 | 1.02% |
| Gilead Sciences, Inc. |
111.65%
53,492
|
$3,670,086,000 | 0.97% |
| Cbre Group Inc |
19.32%
39,856
|
$3,551,568,000 | 0.94% |
| Merck & Co Inc |
27.02%
28,480
|
$3,525,824,000 | 0.93% |
| Bristol-Myers Squibb Co. |
9.89%
82,726
|
$3,435,611,000 | 0.90% |
| Bank America Corp |
1.33%
86,092
|
$3,423,879,000 | 0.90% |
| Mckesson Corporation |
0.10%
5,824
|
$3,401,449,000 | 0.90% |
| Eli Lilly & Co |
28.27%
3,689
|
$3,339,947,000 | 0.88% |
| International Business Machs |
23.65%
18,680
|
$3,230,706,000 | 0.85% |
| Delta Air Lines, Inc. |
93.08%
67,951
|
$3,223,595,000 | 0.85% |
| AT&T Inc. |
8.37%
160,827
|
$3,073,402,000 | 0.81% |
| Pulte Group Inc |
3.22%
26,895
|
$2,961,140,000 | 0.78% |
| Oracle Corp. |
3.22%
20,832
|
$2,941,478,000 | 0.77% |
| NextEra Energy Inc |
25.95%
41,489
|
$2,937,837,000 | 0.77% |
| Salesforce Inc |
82.70%
11,353
|
$2,918,856,000 | 0.77% |
| Chevron Corp. |
19.08%
18,364
|
$2,872,497,000 | 0.76% |
| Emerson Elec Co |
17.06%
24,414
|
$2,689,495,000 | 0.71% |
| Netflix Inc. |
11.85%
3,959
|
$2,671,850,000 | 0.70% |
| Booking Holdings Inc |
66.41%
659
|
$2,610,629,000 | 0.69% |
| NRG Energy Inc. |
8.46%
33,377
|
$2,598,732,000 | 0.68% |
| BP plc |
23.40%
71,830
|
$2,593,063,000 | 0.68% |
| United Parcel Service, Inc. |
1.14%
18,831
|
$2,577,022,000 | 0.68% |
| Arch Cap Group Ltd |
8.50%
24,375
|
$2,459,194,000 | 0.65% |
| Oneok Inc. |
23.47%
29,573
|
$2,411,707,000 | 0.64% |
| Chubb Limited |
1.14%
9,443
|
$2,408,720,000 | 0.63% |
| Blackrock Inc. |
23.50%
2,946
|
$2,319,601,000 | 0.61% |
| CVS Health Corp |
10.01%
38,908
|
$2,297,906,000 | 0.61% |
| Verizon Communications Inc |
15.92%
52,845
|
$2,179,337,000 | 0.57% |
| Pnc Finl Svcs Group Inc |
23.48%
13,868
|
$2,156,203,000 | 0.57% |
| Franklin Resources, Inc. |
47.43%
92,869
|
$2,075,622,000 | 0.55% |
| Tjx Cos Inc New |
Opened
18,805
|
$2,070,431,000 | 0.55% |
| Us Bancorp Del |
25.64%
51,703
|
$2,052,604,000 | 0.54% |
| Truist Finl Corp |
23.38%
50,554
|
$1,964,023,000 | 0.52% |
| Qualcomm, Inc. |
56.16%
9,688
|
$1,929,656,000 | 0.51% |
| Valero Energy Corp. |
56.63%
12,173
|
$1,908,253,000 | 0.50% |
| Cigna Group (The) |
21.38%
5,583
|
$1,845,572,000 | 0.49% |
| Duke Energy Corp. |
22.91%
18,409
|
$1,845,130,000 | 0.49% |
| Medtronic Plc |
Opened
22,172
|
$1,745,158,000 | 0.46% |
| Omega Healthcare Invs Inc |
117.67%
50,470
|
$1,728,602,000 | 0.46% |
| Morgan Stanley |
23.48%
17,568
|
$1,707,434,000 | 0.45% |
| Elevance Health Inc |
40.22%
3,112
|
$1,686,268,000 | 0.44% |
| Eaton Corp Plc |
67.53%
5,367
|
$1,682,902,000 | 0.44% |
| Lennar Corp. |
7.60%
11,229
|
$1,682,890,000 | 0.44% |
| Celanese Corp |
10.34%
12,313
|
$1,660,901,000 | 0.44% |
| Marriott Intl Inc New |
3.15%
6,703
|
$1,620,584,000 | 0.43% |
| General Dynamics Corp. |
23.10%
5,514
|
$1,599,832,000 | 0.42% |
| Vertex Pharmaceuticals, Inc. |
0.24%
3,373
|
$1,580,993,000 | 0.42% |
| Target Corp |
24.10%
10,344
|
$1,531,326,000 | 0.40% |
| Wells Fargo Co New |
0.34%
25,727
|
$1,527,927,000 | 0.40% |
| Metlife Inc |
34.81%
21,221
|
$1,489,502,000 | 0.39% |
| Lam Research Corp. |
No change
1,392
|
$1,482,271,000 | 0.39% |
| Toronto Dominion Bk Ont |
23.47%
26,908
|
$1,478,872,000 | 0.39% |
| Us Foods Hldg Corp |
0.33%
27,507
|
$1,457,321,000 | 0.38% |
| Kimberly-Clark Corp. |
23.46%
10,507
|
$1,452,062,000 | 0.38% |
| International Paper Co. |
23.45%
33,359
|
$1,439,441,000 | 0.38% |
| Lockheed Martin Corp. |
23.51%
3,052
|
$1,425,552,000 | 0.38% |
| ON Semiconductor Corp. |
Closed
19,141
|
$1,407,821,000 | |
| Marathon Oil Corporation |
171.79%
48,928
|
$1,402,766,000 | 0.37% |
| Honeywell International Inc |
3.23%
6,523
|
$1,392,921,000 | 0.37% |
| Conocophillips |
3.18%
12,104
|
$1,384,456,000 | 0.36% |
| Vistra Corp |
60.77%
15,885
|
$1,365,792,000 | 0.36% |
| Prologis Inc |
3.21%
11,993
|
$1,346,934,000 | 0.35% |
| Eog Res Inc |
2.14%
10,380
|
$1,306,531,000 | 0.34% |
| Tesla Inc |
31.95%
6,509
|
$1,288,001,000 | 0.34% |
| Advanced Micro Devices Inc. |
17.19%
7,599
|
$1,232,634,000 | 0.32% |
| Genuine Parts Co. |
Closed
7,708
|
$1,194,138,000 | |
| Kroger Co. |
Opened
23,886
|
$1,192,628,000 | 0.31% |
| CSX Corp. |
0.34%
35,267
|
$1,179,681,000 | 0.31% |
| Kenvue Inc |
Closed
52,163
|
$1,119,418,000 | |
| American Tower Corp. |
41.51%
5,543
|
$1,077,448,000 | 0.28% |
| Host Hotels & Resorts Inc |
64.07%
56,918
|
$1,023,386,000 | 0.27% |
| Walgreens Boots Alliance Inc |
Closed
47,061
|
$1,020,760,000 | |
| RTX Corp |
0.32%
10,166
|
$1,020,565,000 | 0.27% |
| EBay Inc. |
Closed
19,330
|
$1,020,237,000 | |
| First Ctzns Bancshares Inc N |
Opened
602
|
$1,013,533,000 | 0.27% |
| Goldman Sachs Group, Inc. |
0.31%
2,217
|
$1,002,793,000 | 0.26% |
| Rio Tinto plc |
22.65%
14,973
|
$987,170,000 | 0.26% |
| Mastercard Incorporated |
60.13%
2,232
|
$984,669,000 | 0.26% |
| Travel Plus Leisure Co |
43.66%
21,301
|
$958,119,000 | 0.25% |
| Mondelez International Inc. |
164.04%
14,166
|
$927,023,000 | 0.24% |
| 3M Co. |
Opened
9,061
|
$925,944,000 | 0.24% |
| Fiserv, Inc. |
97.85%
6,175
|
$920,322,000 | 0.24% |
| Paychex Inc. |
23.47%
7,749
|
$918,762,000 | 0.24% |
| Graphic Packaging Hldg Co |
0.31%
34,790
|
$911,846,000 | 0.24% |
| Textron Inc. |
3.19%
10,514
|
$902,732,000 | 0.24% |
| Synchrony Financial |
Opened
19,061
|
$899,489,000 | 0.24% |
| Leidos Holdings Inc |
Opened
6,162
|
$898,913,000 | 0.24% |
| Steel Dynamics Inc. |
3.19%
6,884
|
$891,478,000 | 0.23% |
| Old Dominion Freight Line In |
Opened
5,029
|
$888,121,000 | 0.23% |
| Sysco Corp. |
Opened
12,156
|
$867,817,000 | 0.23% |
| Centene Corp. |
0.34%
13,017
|
$863,026,000 | 0.23% |
| Uber Technologies Inc |
0.04%
11,861
|
$862,057,000 | 0.23% |
| UGI Corp. |
Opened
37,438
|
$857,330,000 | 0.23% |
| The Southern Co. |
0.32%
10,781
|
$836,282,000 | 0.22% |
| Weyerhaeuser Co Mtn Be |
Closed
23,219
|
$833,794,000 | |
| Digital Rlty Tr Inc |
Opened
5,345
|
$812,707,000 | 0.21% |
| Microchip Technology, Inc. |
0.33%
8,854
|
$810,141,000 | 0.21% |
| Disney Walt Co |
Opened
7,763
|
$770,788,000 | 0.20% |
| Accenture Plc Ireland |
70.82%
2,539
|
$770,358,000 | 0.20% |
| Cognizant Technology Solutio |
0.33%
11,295
|
$768,060,000 | 0.20% |
| Abbott Labs |
0.33%
7,269
|
$755,322,000 | 0.20% |
| Evercore Inc |
Closed
3,611
|
$695,442,000 | |
| Applovin Corp |
Opened
8,010
|
$666,592,000 | 0.18% |
| LKQ Corp |
0.34%
15,881
|
$660,491,000 | 0.17% |
| Pfizer Inc. |
Closed
23,067
|
$640,109,000 | |
| Boeing Co. |
Closed
3,305
|
$637,832,000 | |
| Voya Financial Inc |
Opened
8,899
|
$633,164,000 | 0.17% |
| Advanced Drain Sys Inc Del |
Closed
3,655
|
$629,537,000 | |
| nVent Electric plc |
0.24%
8,203
|
$628,432,000 | 0.17% |
| PPL Corp |
Closed
22,719
|
$625,467,000 | |
| Blue Owl Capital Inc |
Closed
30,073
|
$567,177,000 | |
| United Therapeutics Corp |
Opened
1,780
|
$567,019,000 | 0.15% |
| Crocs Inc |
Closed
3,820
|
$549,316,000 | |
| Invesco Ltd |
22.94%
36,053
|
$539,353,000 | 0.14% |
| Expedia Group Inc |
No change
4,186
|
$527,394,000 | 0.14% |
| Bank New York Mellon Corp |
Closed
8,669
|
$499,508,000 | |
| Clean Harbors, Inc. |
Opened
2,202
|
$497,982,000 | 0.13% |
| Performance Food Group Company |
Closed
6,587
|
$491,654,000 | |
| Apollo Global Mgmt Inc |
63.85%
4,160
|
$491,171,000 | 0.13% |
| Parker-Hannifin Corp. |
0.31%
964
|
$487,601,000 | 0.13% |
| Capital One Finl Corp |
39.61%
3,419
|
$473,361,000 | 0.12% |
| Berkley W R Corp |
Closed
5,334
|
$471,739,000 | |
| Allstate Corp (The) |
Closed
2,665
|
$461,072,000 | |
| Coupang, Inc. |
Closed
25,154
|
$447,490,000 | |
| Jazz Pharmaceuticals plc |
Closed
3,673
|
$442,303,000 | |
| Ge Healthcare Technologies I |
Opened
5,491
|
$427,859,000 | 0.11% |
| Pepsico Inc |
69.69%
2,574
|
$424,530,000 | 0.11% |
| Analog Devices Inc. |
Closed
1,979
|
$391,426,000 | |
| Schlumberger Ltd. |
0.34%
7,731
|
$364,749,000 | 0.10% |
| Fox Corporation |
Opened
10,260
|
$352,636,000 | 0.09% |
| Etsy Inc |
Closed
4,959
|
$340,782,000 | |
| Molson Coors Beverage Company |
Opened
6,527
|
$331,767,000 | 0.09% |
| Kraft Heinz Co |
Opened
9,496
|
$305,961,000 | 0.08% |
| BorgWarner Inc |
64.82%
9,385
|
$302,572,000 | 0.08% |
| Range Res Corp |
Closed
6,292
|
$216,634,000 | |
| Humana Inc. |
Closed
611
|
$211,846,000 | |
| Cleveland-Cliffs Inc |
0.28%
12,602
|
$193,945,000 | 0.05% |
| Sumitomo Mitsui Finl Group I |
Closed
10,226
|
$120,360,000 | |
| Haleon Plc |
No change
11,809
|
$97,542,000 | 0.03% |
| No transactions found | |||
| Showing first 500 out of 162 holdings | |||
Hedge funds similar to Wright Investors Service Inc
- Esl Trust Services
- Unique Wealth
- Odey Asset Management Ltd
- Bcm Advisors
- Fourthstone
- Pacific Sage Partners
- Harvey Capital Management Inc
- Crumly & Associates
- Burt Wealth Advisors
- West Paces Advisors Inc
- Akaris Global Partners, L.P.
- Seabridge Investment Advisors
- Point72 Asia (singapore) Pte
- Broderick Brian C