The Analysis of WRIGHT INVESTORS SERVICE INC's Holdings & P&L


Currently, WRIGHT INVESTORS SERVICE INC holds 148 types of securities in its portfolio with a total value $317.7M. In the most recent quarter, they have increased their positions in N/A (+24.3K shares, valued at $2.9M), CVX (+12.9K shares, valued at $2.7M), BKR (+27.4K shares, valued at $1.7M); decreased their positions in PGR (-9.2K shares, valued at $1.8M), N/A (-5.7K shares, valued at $1.6M), N/A (-4.8K shares, valued at $1.5M); initiated new positions in GEV (+1.5K shares, valued at $1.3M), PINS (+53.9K shares, valued at $987.7K), ROST (+4.0K shares, valued at $862.0K).


1M P&L
+10.4M+3.54%
3M P&L
+16.7M+5.81%
HY P&L
+34.1M+12.61%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Drug Manufacturers - General24.7M
9.0%
2Semiconductors20.0M
7.3%
3Software - Infrastructure16.9M
6.2%

Top Industries by Stock Count

1Drug Manufacturers - General6 stocks
4.6%
2Semiconductors5 stocks
3.8%
3Travel Services4 stocks
3.1%
Stock Holdings
NVDA
NVIDIA CORPORATION
-0.32%
Shares90.4K
Event2026-03-31
Filed2026-04-29
AAPL
APPLE INC
-0.83%
Shares59.4K
Event2026-03-31
Filed2026-04-29
MSFT
MICROSOFT CORP
3.79%
Shares34.6K
Event2026-03-31
Filed2026-04-29
AMZN
AMAZON COM INC
-0.92%
Shares52.9K
Event2026-03-31
Filed2026-04-29
ALPHABET INC
ALPHABET INC
-13.26%
Shares37.3K
Event2026-03-31
Filed2026-04-29
BROADCOM INC
BROADCOM INC
-12.96%
Shares32.3K
Event2026-03-31
Filed2026-04-29
META
META PLATFORMS INC
-7.99%
Shares15.0K
Event2026-03-31
Filed2026-04-29
GILD
GILEAD SCIENCES INC
-1.71%
Shares56.3K
Event2026-03-31
Filed2026-04-29
JPM
JPMORGAN CHASE & CO
-2.08%
Shares25.2K
Event2026-03-31
Filed2026-04-29
CAT
CATERPILLAR INC
-10.21%
Shares9.8K
Event2026-03-31
Filed2026-04-29
SCHW
SCHWAB CHARLES CORP
17.53%
Shares71.8K
Event2026-03-31
Filed2026-04-29
BMY
BRISTOL-MYERS SQUIBB CO
5.88%
Shares110.7K
Event2026-03-31
Filed2026-04-29
XOM
EXXON MOBIL CORP
-1.94%
Shares37.2K
Event2026-03-31
Filed2026-04-29
AMAT
APPLIED MATLS INC
-8.76%
Shares15.7K
Event2026-03-31
Filed2026-04-29
KO
COCA COLA CO
-0.96%
Shares63.6K
Event2026-03-31
Filed2026-04-29
ALPHABET INC
ALPHABET INC
-20.99%
Shares16.7K
Event2026-03-31
Filed2026-04-29
NRG
NRG ENERGY INC
26.20%
Shares32.2K
Event2026-03-31
Filed2026-04-29
TSLA
TESLA INC
-0.31%
Shares12.3K
Event2026-03-31
Filed2026-04-29
BAC
BANK AMERICA CORP
-2.19%
Shares92.7K
Event2026-03-31
Filed2026-04-29
AXP
AMERICAN EXPRESS CO
-15.60%
Shares14.0K
Event2026-03-31
Filed2026-04-29
V
VISA INC
0.12%
Shares13.7K
Event2026-03-31
Filed2026-04-29
CVX
CHEVRON CORPORATION
191.88%
Shares19.6K
Event2026-03-31
Filed2026-04-29
NEE
NEXTERA ENERGY INC
-17.93%
Shares40.3K
Event2026-03-31
Filed2026-04-29
PGR
PROGRESSIVE CORP
-33.47%
Shares18.4K
Event2026-03-31
Filed2026-04-29
GS
GOLDMAN SACHS GROUP INC
-2.85%
Shares4.3K
Event2026-03-31
Filed2026-04-29
CSCO
CISCO SYS INC
-0.36%
Shares46.4K
Event2026-03-31
Filed2026-04-29
MERCK & CO INC
MERCK & CO INC
663.89%
Shares27.9K
Event2026-03-31
Filed2026-04-29
WMT
WALMART INC
-0.37%
Shares24.8K
Event2026-03-31
Filed2026-04-29
AMGN
AMGEN INC
-1.06%
Shares8.3K
Event2026-03-31
Filed2026-04-29
CMCSA
COMCAST CORP NEW
2.93%
Shares101.8K
Event2026-03-31
Filed2026-04-29
ABBV
ABBVIE INC
-23.49%
Shares13.0K
Event2026-03-31
Filed2026-04-29
DAL
DELTA AIR LINES INC
-1.17%
Shares40.4K
Event2026-03-31
Filed2026-04-29
LAM RESEARCH CORP
LAM RESEARCH CORP
-0.20%
Shares11.1K
Event2026-03-31
Filed2026-04-29
EBAY
EBAY INC.
-1.44%
Shares25.8K
Event2026-03-31
Filed2026-04-29
LLY
ELI LILLY & CO
-9.12%
Shares2.5K
Event2026-03-31
Filed2026-04-29
CRM
SALESFORCE INC
96.18%
Shares12.1K
Event2026-03-31
Filed2026-04-29
BKR
BAKER HUGHES COMPANY
294.20%
Shares36.7K
Event2026-03-31
Filed2026-04-29
ORCL
ORACLE CORP
-0.42%
Shares14.7K
Event2026-03-31
Filed2026-04-29
PFE
PFIZER INC
-5.38%
Shares75.0K
Event2026-03-31
Filed2026-04-29
SYF
SYNCHRONY FINANCIAL
-25.27%
Shares30.9K
Event2026-03-31
Filed2026-04-29
COST
COSTCO WHOLESALE CORPORATION
-0.53%
Shares2.1K
Event2026-03-31
Filed2026-04-29
PHM
PULTE GROUP INC
-0.51%
Shares17.5K
Event2026-03-31
Filed2026-04-29
NTAP
NETAPP INC
-1.54%
Shares20.1K
Event2026-03-31
Filed2026-04-29
EXPE
EXPEDIA GROUP INC
35.88%
Shares8.8K
Event2026-03-31
Filed2026-04-29
BA
BOEING CO
36.11%
Shares10.1K
Event2026-03-31
Filed2026-04-29
RTX
RTX CORPORATION
9.77%
Shares10.3K
Event2026-03-31
Filed2026-04-29
T
AT&T INC
49.49%
Shares68.0K
Event2026-03-31
Filed2026-04-29
KR
KROGER CO
-5.40%
Shares26.7K
Event2026-03-31
Filed2026-04-29
APH
AMPHENOL CORP
147.85%
Shares15.1K
Event2026-03-31
Filed2026-04-29
WFC
WELLS FARGO & CO
-3.53%
Shares23.9K
Event2026-03-31
Filed2026-04-29
CITIGROUP INC
CITIGROUP INC
-1.73%
Shares16.5K
Event2026-03-31
Filed2026-04-29
BLACKROCK INC
BLACKROCK INC
-0.31%
Shares1.9K
Event2026-03-31
Filed2026-04-29
FCX
FREEPORT MCMORAN INC
-3.20%
Shares30.7K
Event2026-03-31
Filed2026-04-29
UNH
UNITEDHEALTH GROUP INC
-45.12%
Shares6.6K
Event2026-03-31
Filed2026-04-29
VLO
VALERO ENERGY CORP
-4.18%
Shares7.0K
Event2026-03-31
Filed2026-04-29
ARISTA NETWORKS INC
ARISTA NETWORKS INC
-0.20%
Shares14.0K
Event2026-03-31
Filed2026-04-29
TJX
TJX COS INC NEW
-1.21%
Shares10.4K
Event2026-03-31
Filed2026-04-29
CB
CHUBB LTD SWITZ
-1.01%
Shares4.9K
Event2026-03-31
Filed2026-04-29
STLD
STEEL DYNAMICS INC
54.94%
Shares8.6K
Event2026-03-31
Filed2026-04-29
VICI
VICI PPTYS INC
-3.23%
Shares55.1K
Event2026-03-31
Filed2026-04-29
VRT
VERTIV HOLDINGS CO
11.91%
Shares6.0K
Event2026-03-31
Filed2026-04-29
THE CIGNA GROUP
THE CIGNA GROUP
-2.33%
Shares5.6K
Event2026-03-31
Filed2026-04-29
PEP
PEPSICO INC
-2.94%
Shares9.6K
Event2026-03-31
Filed2026-04-29
USFD
US FOODS HLDG CORP
15.55%
Shares15.5K
Event2026-03-31
Filed2026-04-29
NFLX
NETFLIX INC.
-22.60%
Shares14.8K
Event2026-03-31
Filed2026-04-29
MLI
MUELLER INDS INC
95.22%
Shares12.4K
Event2026-03-31
Filed2026-04-29
PM
PHILIP MORRIS INTL INC
0.53%
Shares8.3K
Event2026-03-31
Filed2026-04-29
GEV
GE VERNOVA INC
New
Shares1.5K
Event2026-03-31
Filed2026-04-29
IBM
INTERNATIONAL BUSINESS MACHS
-34.99%
Shares5.5K
Event2026-03-31
Filed2026-04-29
COP
CONOCOPHILLIPS
-0.44%
Shares9.7K
Event2026-03-31
Filed2026-04-29
PANW
PALO ALTO NETWORKS INC
-0.20%
Shares8.0K
Event2026-03-31
Filed2026-04-29
QCOM
QUALCOMM INC
-1.78%
Shares9.6K
Event2026-03-31
Filed2026-04-29
JBL
JABIL INC
-31.74%
Shares4.6K
Event2026-03-31
Filed2026-04-29
OHI
OMEGA HEALTHCARE INVS INC
-1.82%
Shares27.6K
Event2026-03-31
Filed2026-04-29
MTZ
MASTEC INC
-4.53%
Shares3.6K
Event2026-03-31
Filed2026-04-29
LMT
LOCKHEED MARTIN CORP
193.27%
Shares1.7K
Event2026-03-31
Filed2026-04-29
PNC
PNC FINL SVCS GROUP INC
83.32%
Shares5.0K
Event2026-03-31
Filed2026-04-29
UBER
UBER TECHNOLOGIES INC
-0.21%
Shares14.4K
Event2026-03-31
Filed2026-04-29
MU
MICRON TECHNOLOGY INC
-24.37%
Shares3.0K
Event2026-03-31
Filed2026-04-29
AMD
ADVANCED MICRO DEVICES INC
157.27%
Shares5.0K
Event2026-03-31
Filed2026-04-29
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-42.31%
Shares5.0K
Event2026-03-31
Filed2026-04-29
PINS
PINTEREST INC
New
Shares53.9K
Event2026-03-31
Filed2026-04-29
APP
APPLOVIN CORP
-0.16%
Shares2.4K
Event2026-03-31
Filed2026-04-29
NXPI
NXP SEMICONDUCTORS N V
-0.04%
Shares4.9K
Event2026-03-31
Filed2026-04-29
CENCORA INC
CENCORA INC
-0.18%
Shares2.9K
Event2026-03-31
Filed2026-04-29
MGM
MGM RESORTS INTERNATIONAL
-3.13%
Shares24.2K
Event2026-03-31
Filed2026-04-29
ROST
ROSS STORES INC
New
Shares4.0K
Event2026-03-31
Filed2026-04-29
CSL
CARLISLE COS INC
New
Shares2.6K
Event2026-03-31
Filed2026-04-29
ABNB
AIRBNB INC
New
Shares6.7K
Event2026-03-31
Filed2026-04-29
GEHC
GE HEALTHCARE TECHNOLOGIES I
-2.86%
Shares11.9K
Event2026-03-31
Filed2026-04-29
CBRE
CBRE GROUP INC
-34.18%
Shares6.2K
Event2026-03-31
Filed2026-04-29
SPG
SIMON PPTY GROUP INC NEW
New
Shares4.5K
Event2026-03-31
Filed2026-04-29
ST
SENSATA TECHNOLOGIES HLDG PL
New
Shares23.2K
Event2026-03-31
Filed2026-04-29
OXY
OCCIDENTAL PETE CORP
-2.93%
Shares11.8K
Event2026-03-31
Filed2026-04-29
CHRW
C H ROBINSON WORLDWIDE IN
-3.03%
Shares4.6K
Event2026-03-31
Filed2026-04-29
FLEX
FLEXTRONICS INTL LTD
-7.12%
Shares10.5K
Event2026-03-31
Filed2026-04-29
CSX
CSX CORP
-0.43%
Shares16.7K
Event2026-03-31
Filed2026-04-29
BP
BP PLC
0.46%
Shares14.4K
Event2026-03-31
Filed2026-04-29
ROP
ROPER TECHNOLOGIES INC
New
Shares1.8K
Event2026-03-31
Filed2026-04-29
HST
HOST HOTELS & RESORTS INC
-3.22%
Shares33.6K
Event2026-03-31
Filed2026-04-29
SLB
SLB LIMITED
New
Shares12.3K
Event2026-03-31
Filed2026-04-29
IBKR
INTERACTIVE BROKERS GROUP IN
-3.09%
Shares9.3K
Event2026-03-31
Filed2026-04-29
CRH PLC
CRH PLC
-3.26%
Shares5.8K
Event2026-03-31
Filed2026-04-29
AA
ALCOA CORP
New
Shares9.3K
Event2026-03-31
Filed2026-04-29
MEDTRONIC PLC
MEDTRONIC PLC
New
Shares7.0K
Event2026-03-31
Filed2026-04-29
PLTR
PALANTIR TECHNOLOGIES INC
-0.19%
Shares4.2K
Event2026-03-31
Filed2026-04-29
HD
HOME DEPOT INC
-66.94%
Shares1.8K
Event2026-03-31
Filed2026-04-29
OSK
OSHKOSH CORP
-4.61%
Shares4.0K
Event2026-03-31
Filed2026-04-29
MIDD
MIDDLEBY CORP
-2.79%
Shares4.4K
Event2026-03-31
Filed2026-04-29
MS
MORGAN STANLEY
0.40%
Shares3.5K
Event2026-03-31
Filed2026-04-29
DG
DOLLAR GEN CORP
-5.20%
Shares4.8K
Event2026-03-31
Filed2026-04-29
CHWY
CHEWY INC
New
Shares20.5K
Event2026-03-31
Filed2026-04-29
ADT
ADT INC DEL
-3.29%
Shares83.6K
Event2026-03-31
Filed2026-04-29
OKE
ONEOK INC NEW
0.26%
Shares5.9K
Event2026-03-31
Filed2026-04-29
TD
TORONTO DOMINION BK ONT
0.39%
Shares5.4K
Event2026-03-31
Filed2026-04-29
FERGUSON ENTERPRISES INC
FERGUSON ENTERPRISES INC
New
Shares2.1K
Event2026-03-31
Filed2026-04-29
WDC
WESTERN DIGITAL CORP
New
Shares1.8K
Event2026-03-31
Filed2026-04-29
SN
SHARKNINJA INC
-5.19%
Shares4.6K
Event2026-03-31
Filed2026-04-29
APTIV PLC
APTIV PLC
-3.14%
Shares7.0K
Event2026-03-31
Filed2026-04-29
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
0.33%
Shares3.7K
Event2026-03-31
Filed2026-04-29
ULTA
ULTA BEAUTY INC
-1.31%
Shares907
Event2026-03-31
Filed2026-04-29
AMP
AMERIPRISE FINL INC
-37.08%
Shares1.1K
Event2026-03-31
Filed2026-04-29
OMC
OMNICOM GROUP INC
-2.99%
Shares6.3K
Event2026-03-31
Filed2026-04-29
TFC
TRUIST FINL CORP
0.57%
Shares10.1K
Event2026-03-31
Filed2026-04-29
BEN
FRANKLIN RESOURCES INC
0.60%
Shares19.3K
Event2026-03-31
Filed2026-04-29
CEG
CONSTELLATION ENERGY CORP
New
Shares1.6K
Event2026-03-31
Filed2026-04-29
CL
COLGATE PALMOLIVE CO
-48.25%
Shares5.2K
Event2026-03-31
Filed2026-04-29
VRSK
VERISK ANALYTICS INC
New
Shares2.3K
Event2026-03-31
Filed2026-04-29
EMR
EMERSON ELEC CO
-0.15%
Shares3.2K
Event2026-03-31
Filed2026-04-29
DIS
DISNEY WALT CO
-5.13%
Shares4.3K
Event2026-03-31
Filed2026-04-29
CCL
CARNIVAL CORP
New
Shares16.2K
Event2026-03-31
Filed2026-04-29
ABT
ABBOTT LABORATORIES
-39.28%
Shares4.0K
Event2026-03-31
Filed2026-04-29
DHI
D R HORTON INC
-2.93%
Shares2.9K
Event2026-03-31
Filed2026-04-29
TMUS
T-MOBILE US INC
-2.97%
Shares1.9K
Event2026-03-31
Filed2026-04-29
M
MACYS INC
-5.16%
Shares21.6K
Event2026-03-31
Filed2026-04-29
CART
MAPLEBEAR INC
-3.16%
Shares9.4K
Event2026-03-31
Filed2026-04-29
EATON CORP PLC
EATON CORP PLC
-0.40%
Shares986
Event2026-03-31
Filed2026-04-29
VZ
VERIZON COMMUNICATIONS INC
-0.11%
Shares6.4K
Event2026-03-31
Filed2026-04-29
TNL
TRAVEL PLUS LEISURE CO
-2.66%
Shares4.6K
Event2026-03-31
Filed2026-04-29
GEN DIGITAL INC
GEN DIGITAL INC
-3.10%
Shares16.6K
Event2026-03-31
Filed2026-04-29
RIO
RIO TINTO PLC
-1.23%
Shares3.1K
Event2026-03-31
Filed2026-04-29
G
GENPACT LIMITED
-69.53%
Shares7.4K
Event2026-03-31
Filed2026-04-29
USB
US BANCORP
0.08%
Shares5.1K
Event2026-03-31
Filed2026-04-29
TGT
TARGET CORP
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-29
IP
INTERNATIONAL PAPER CO
-0.12%
Shares6.6K
Event2026-03-31
Filed2026-04-29
UPS
UNITED PARCEL SVCS INC
0.04%
Shares2.2K
Event2026-03-31
Filed2026-04-29
DLR
DIGITAL RLTY TR INC
New
Shares1.1K
Event2026-03-31
Filed2026-04-29
KMB
KIMBERLY-CLARK CORP
0.19%
Shares2.1K
Event2026-03-31
Filed2026-04-29

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
WRIGHT INVESTORS SERVICE INC Institutional Holdings, Portfolio & P&L β€” TradeFomo