WRIGHT INVESTORS SERVICE INC

Long Only Manager

WRIGHT INVESTORS SERVICE INC is a Long Only Manager based in Shelton, CT led by Amit Sharadchandra Khandwala, reporting $1.2B in AUM as of Q3 2025 with 33% Technology concentration.

CEOAmit Sharadchandra Khandwala

Portfolio Value: $345.4M
Positions: 146
Top Holding: NVDA at 5.91%
Last Reported: Q3 2025

Address2 Corporate Drive, Suite 770, Shelton, CT, 06484, United States

Top Holdings

Largest long holdings in WRIGHT INVESTORS SERVICE INC's portfolio (37.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$20.4M	5.91%	-$569.4K Sold	0.00% 109.3K shares	Q4 2016 Held for 8y 11m
2 Microsoft MSFT	Software - Infrastructure Technology	$19.4M	5.62%	-$1.1M Sold	0.00% 37.4K shares	≤ Q2 2013 Held for 12y 5m+
3 Apple AAPL	Consumer Electronics Technology	$15.5M	4.50%	-$1.2M Sold	0.00% 61.1K shares	≤ Q2 2013 Held for 12y 5m+
4 Amazon AMZN	Specialty Retail Consumer Cyclical	$14.2M	4.12%	+$2.1M Bought	0.00% 64.9K shares	Q4 2015 Held for 9y 11m
5 Broadcom Inc. AVGO	Semiconductors Technology	$13.9M	4.03%	+$718.5K Bought	0.00% 42.2K shares	Q4 2018 Held for 6y 11m
6 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$13.2M	3.82%	-$1.4M Sold	0.00% 17.9K shares	Q2 2015 Held for 10y 5m
7 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$12.2M	3.52%	+$2.1M Bought	0.00% 50.1K shares	Q3 2015 Held for 10y 2m
8 JPMorgan Chase JPM	Banks - Diversified Financial Services	$8.1M	2.35%	-$934.3K Sold	0.00% 25.8K shares	≤ Q2 2013 Held for 12y 5m+
9 Progressive PGR	Insurance - Property & Casualty Financial Services	$7.1M	2.05%	-$1.3M Sold	0.00% 28.7K shares	Q4 2014 Held for 10y 11m
10 Gilead Sciences GILD	Drug Manufacturers - General Healthcare	$6.3M	1.82%	+$630.1K Bought	0.00% 56.6K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in WRIGHT INVESTORS SERVICE INC's latest filing

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Market Value

$345.4M

Prior: $331.3M

Q/Q Change

+4.25%

+$14.1M

Net Flows % of MV

-5.63%

Turnover Ratio

10.66%

New Purchases

7 stocks

$7.7M

Added To

30 stocks

+$15.5M

Sold Out Of

13 stocks

$7.6M

Reduced Holdings

98 stocks

-$35.1M

Increased Positions

Position	Shares Δ	Change
1 NetApp NTAP	New	0 → 22.8K +$2.7M
2 Palo Alto Networks, Inc. PANW	New	0 → 9.9K +$2.0M
3 Flex Ltd. FLEX	New	0 → 11.3K +$655.5K
4 Mueller Industries MLI	New	0 → 6.5K +$653.7K
5 Chipotle Mexican Grill CMG	New	0 → 16.3K +$640.1K

Decreased Positions

Position	Shares Δ	Change
1 General Electric GEV	Sold	1.9K → 0 −$1.0M
2 Charter Communications, Inc. CHTR	Sold	2.4K → 0 −$984.4K
3 MetLife MET	Sold	10.5K → 0 −$848.3K
4 United Parcel Service, Inc. UPS	Sold	7.9K → 0 −$793.5K
5 Microchip Technology MCHP	Sold	8.7K → 0 −$613.3K