WRIGHT INVESTORS SERVICE INC Portfolio Holdings
Q3 2025•146 long positions•$345.4M portfolio value
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Holding159 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $20.4M 5.91% | -$569.4K Sold | 0.0% 109.3K shares | 112.4K → 109.3K −$569.4K | -2.72% | $4.54T Mega Cap | Q4 2016 Held for 8y 11m | |
Software - Infrastructure Technology | $19.4M 5.62% | -$1.1M Sold | 0.001% 37.4K shares | 39.6K → 37.4K −$1.1M | -5.46% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Consumer Electronics Technology | $15.5M 4.5% | -$1.2M Sold | 0.0% 61.1K shares | 65.8K → 61.1K −$1.2M | -7.22% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Specialty Retail Consumer Cyclical | $14.2M 4.12% | +$2.1M Bought | 0.001% 64.9K shares | 55.5K → 64.9K +$2.1M | +16.95% | $2.34T Mega Cap | Q4 2015 Held for 9y 11m | |
Semiconductors Technology | $13.9M 4.03% | +$718.5K Bought | 0.001% 42.2K shares | 40.0K → 42.2K +$718.5K | +5.45% | $1.56T Mega Cap | Q4 2018 Held for 6y 11m | |
Internet Content & Information Communication Services | $13.2M 3.82% | -$1.4M Sold | 0.001% 17.9K shares | 19.9K → 17.9K −$1.4M | -9.81% | $1.84T Mega Cap | Q2 2015 Held for 10y 5m | |
Internet Content & Information Communication Services | $12.2M 3.52% | +$2.1M Bought | 0.0% 50.1K shares | 41.3K → 50.1K +$2.1M | +21.17% | $2.95T Mega Cap | Q3 2015 Held for 10y 2m | |
Banks - Diversified Financial Services | $8.1M 2.35% | -$934.3K Sold | 0.001% 25.8K shares | 28.7K → 25.8K −$934.3K | -10.31% | $867.35B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Property & Casualty Financial Services | $7.1M 2.05% | -$1.3M Sold | 0.005% 28.7K shares | 33.9K → 28.7K −$1.3M | -15.38% | $144.81B Large Cap | Q4 2014 Held for 10y 11m | |
Drug Manufacturers - General Healthcare | $6.3M 1.82% | +$630.1K Bought | 0.005% 56.6K shares | 50.9K → 56.6K +$630.1K | +11.14% | $137.73B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Auto - Manufacturers Consumer Cyclical | $5.9M 1.72% | -$198.3K Sold | 0.0% 13.4K shares | 13.8K → 13.4K −$198.3K | -3.23% | $1.48T Mega Cap | Q1 2021 Held for 4y 8m | |
Agricultural - Machinery Industrials | $5.8M 1.67% | -$907.5K Sold | 0.003% 12.1K shares | 14.0K → 12.1K −$907.5K | -13.6% | $223.53B Mega Cap | Q4 2021 Held for 3y 11m | |
Financial - Credit Services Financial Services | $5.7M 1.66% | -$1.8M Sold | 0.002% 17.2K shares | 22.6K → 17.2K −$1.8M | -23.9% | $231.14B Mega Cap | Q3 2016 Held for 9y 2m | |
Financial - Credit Services Financial Services | $5.2M 1.51% | -$1.2M Sold | 0.001% 15.3K shares | 18.9K → 15.3K −$1.2M | -19.18% | $662.60B Mega Cap | Q2 2023 Held for 2y 5m | |
Internet Content & Information Communication Services | $5.1M 1.48% | +$106.4K Bought | 0.0% 21.0K shares | 20.6K → 21.0K +$106.4K | +2.12% | $2.95T Mega Cap | Q2 2014 Held for 11y 5m | |
Medical - Healthcare Plans Healthcare | $5.0M 1.45% | +$617.4K Bought | 0.002% 14.5K shares | 12.7K → 14.5K +$617.4K | +14.06% | $312.73B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Banks - Diversified Financial Services | $4.9M 1.41% | -$131.2K Sold | 0.001% 94.4K shares | 96.9K → 94.4K −$131.2K | -2.62% | $382.12B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Beverages - Non-Alcoholic Consumer Defensive | $4.8M 1.4% | -$1.5M Sold | 0.002% 72.8K shares | 94.7K → 72.8K −$1.5M | -23.15% | $285.42B Mega Cap | Q3 2018 Held for 7y 2m | |
Software - Infrastructure Technology | $4.4M 1.27% | -$464.6K Sold | 0.001% 15.6K shares | 17.3K → 15.6K −$464.6K | -9.56% | $801.76B Mega Cap | Q3 2021 Held for 4y 2m | |
Computer Hardware Technology | $4.3M 1.24% | -$228.6K Sold | 0.002% 29.5K shares | 31.0K → 29.5K −$228.6K | -5.06% | $183.14B Large Cap | Q1 2025 Held for 8 months | |
Oil & Gas Integrated Energy | $4.3M 1.23% | -$1.3M Sold | 0.001% 37.7K shares | 49.0K → 37.7K −$1.3M | -22.98% | $480.68B Mega Cap | Q2 2022 Held for 3y 5m | |
Independent Power Producers Utilities | $4.1M 1.19% | -$375.1K Sold | 0.013% 25.4K shares | 27.7K → 25.4K −$375.1K | -8.35% | $31.3B Large Cap | Q4 2018 Held for 6y 11m | |
Regulated Electric Utilities | $3.7M 1.07% | +$697.5K Bought | 0.002% 49.2K shares | 39.9K → 49.2K +$697.5K | +23.14% | $155.46B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $3.7M 1.07% | -$356.6K Sold | 0.004% 81.9K shares | 89.8K → 81.9K −$356.6K | -8.8% | $91.8B Large Cap | Q2 2019 Held for 6y 5m | |
Entertainment Communication Services | $3.5M 1.02% | -$189.4K Sold | 0.001% 2.9K shares | 3.1K → 2.9K −$189.4K | -5.09% | $509.45B Mega Cap | Q1 2023 Held for 2y 8m | |
Drug Manufacturers - General Healthcare | $3.5M 1.02% | -$1.0M Sold | 0.001% 15.2K shares | 19.8K → 15.2K −$1.0M | -22.85% | $409.03B Mega Cap | Q2 2016 Held for 9y 5m | |
Semiconductors Technology | $3.5M 1.02% | -$80.3K Sold | 0.002% 17.2K shares | 17.6K → 17.2K −$80.3K | -2.22% | $163.10B Large Cap | Q3 2018 Held for 7y 2m | |
Financial - Capital Markets Financial Services | $3.5M 1.02% | -$241.3K Sold | 0.001% 4.4K shares | 4.7K → 4.4K −$241.3K | -6.4% | $241.07B Mega Cap | Q3 2023 Held for 2y 2m | |
Software - Infrastructure Technology | $3.5M 1.01% | +$1.9M Bought | 0.002% 9.9K shares | 4.6K → 9.9K +$1.9M | +114.42% | $147.66B Large Cap | Q1 2019 Held for 6y 8m | |
Communication Equipment Technology | $3.2M 0.92% | +$18.2K Bought | 0.001% 46.4K shares | 46.2K → 46.4K +$18.2K | +0.58% | $270.48B Mega Cap | Q1 2018 Held for 7y 8m | |
Telecommunications Services Communication Services | $3.2M 0.914% | -$312.7K Sold | 0.002% 111.8K shares | 122.9K → 111.8K −$312.7K | -9.01% | $201.93B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Telecommunications Services Communication Services | $3.1M 0.9% | -$139.2K Sold | 0.003% 99.0K shares | 103.4K → 99.0K −$139.2K | -4.28% | $116.01B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Healthcare Plans Healthcare | $3.1M 0.892% | -$601.0K Sold | 0.004% 10.7K shares | 12.8K → 10.7K −$601.0K | -16.33% | $76.9B Large Cap | Q4 2017 Held for 7y 11m | |
Financial - Credit Services Financial Services | $2.9M 0.845% | +$6.3K Bought | 0.011% 41.1K shares | 41.0K → 41.1K +$6.3K | +0.21% | $26.4B Large Cap | Q2 2024 Held for 1y 5m | |
Home Improvement Consumer Cyclical | $2.9M 0.844% | -$2.5M Sold | 0.001% 7.2K shares | 13.4K → 7.2K −$2.5M | -46.43% | $403.32B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Residential Construction Consumer Cyclical | $2.8M 0.813% | +$559.4K Bought | 0.011% 21.3K shares | 17.0K → 21.3K +$559.4K | +24.86% | $26.1B Large Cap | Q1 2022 Held for 3y 8m | |
Drug Manufacturers - General Healthcare | $2.8M 0.8% | +$945.9K Bought | 0.002% 9.8K shares | 6.4K → 9.8K +$945.9K | +52.02% | $151.93B Large Cap | Q1 2025 Held for 8 months | |
Computer Hardware Technology | $2.7M 0.782% | +$2.7M New | 0.011% 22.8K shares | 0 → 22.8K +$2.7M | New | $23.6B Large Cap | Q3 2025 Held for 2 months | |
Information Technology Services Technology | $2.4M 0.699% | -$143.3K Sold | 0.001% 8.6K shares | 9.1K → 8.6K −$143.3K | -5.61% | $262.84B Mega Cap | Q4 2014 Held for 10y 11m | |
Financial - Capital Markets Financial Services | $2.4M 0.688% | +$683.5K Bought | 0.001% 24.9K shares | 17.7K → 24.9K +$683.5K | +40.34% | $173.30B Large Cap | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $2.4M 0.685% | +$219.1K Bought | 0.006% 26.0K shares | 23.6K → 26.0K +$219.1K | +10.21% | $41.6B Large Cap | Q4 2023 Held for 1y 11m | |
Discount Stores Consumer Defensive | $2.4M 0.682% | -$567.4K Sold | 0.001% 2.5K shares | 3.2K → 2.5K −$567.4K | -19.4% | $410.27B Mega Cap | Q2 2017 Held for 8y 5m | |
Airlines, Airports & Air Services Industrials | $2.3M 0.666% | +$681.6K Bought | 0.006% 40.6K shares | 28.5K → 40.6K +$681.6K | +42.07% | $37.1B Large Cap | Q3 2019 Held for 6y 2m | |
Industrial - Machinery Industrials | $2.3M 0.655% | -$1.2M Sold | 0.003% 11.5K shares | 17.8K → 11.5K −$1.2M | -35.22% | $79.1B Large Cap | Q4 2024 Held for 11 months | |
Asset Management Financial Services | $2.3M 0.655% | -$8.2K Sold | 0.001% 1.9K shares | 1.9K → 1.9K −$8.2K | -0.36% | $180.54B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Application Technology | $2.2M 0.632% | -$113.5K Sold | 0.001% 3.0K shares | 3.2K → 3.0K −$113.5K | -4.95% | $243.05B Mega Cap | Q2 2024 Held for 1y 5m | |
Banks - Diversified Financial Services | $2.1M 0.603% | -$223.3K Sold | 0.001% 24.9K shares | 27.5K → 24.9K −$223.3K | -9.68% | $268.51B Mega Cap | Q2 2023 Held for 2y 5m | |
Software - Infrastructure Technology | $2.0M 0.585% | +$2.0M New | 0.001% 9.9K shares | 0 → 9.9K +$2.0M | New | $137.82B Large Cap | Q3 2025 Held for 2 months | |
Information Technology Services Technology | $1.9M 0.542% | +$715.6K Bought | 0.001% 7.6K shares | 4.7K → 7.6K +$715.6K | +61.97% | $153.39B Large Cap | Q2 2025 Held for 5 months | |
REIT - Diversified Real Estate | $1.9M 0.539% | -$569.7K Sold | 0.005% 57.0K shares | 74.5K → 57.0K −$569.7K | -23.44% | $34.8B Large Cap | Q3 2024 Held for 1y 2m |
