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Latest WRIGHT INVESTORS SERVICE INC Stock Portfolio

$317Million | No. of Holdings #148

WRIGHT INVESTORS SERVICE INC Performance

2026 Q1-3.13%
YTD-3.13%
2025+17.34%

About WRIGHT INVESTORS SERVICE INC and 13F Hedge Fund Stock Holdings

WRIGHT INVESTORS SERVICE INC is a hedge fund based in Shelton, CT. On 2026-04-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, WRIGHT INVESTORS SERVICE INC reported an equity portfolio of $317.7 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of WRIGHT INVESTORS SERVICE INC are NVDA, AAPL, MSFT. The fund has invested 5% of it's portfolio in NVIDIA CORPORATION and 4.7% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off BERKSHIRE HATHAWAY INC DEL, ZOOM COMMUNICATIONS INC (ZM) and EOG RES INC (EOG) stocks. They significantly reduced their stock positions in GENPACT LIMITED (G), HOME DEPOT INC (HD) and COLGATE PALMOLIVE CO (CL). WRIGHT INVESTORS SERVICE INC opened new stock positions in GE VERNOVA INC, PINTEREST INC (PINS) and ROSS STORES INC (ROST). The fund showed a lot of confidence in some stocks as they added substantially to MERCK & CO INC (MRK), BAKER HUGHES COMPANY (BKR) and LOCKHEED MARTIN CORP (LMT).
WRIGHT INVESTORS SERVICE INC Equity Portfolio Value
Last Reported on: 29 Apr, 2026
$317Million
  as of Apr 29, 2026

WRIGHT INVESTORS SERVICE INC Annual Return Estimates Vs S&P 500

Our best estimate is that WRIGHT INVESTORS SERVICE INC made a return of -3.13% in the last quarter. In trailing 12 months, it's portfolio return was 17.96%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ge vernova inc1,348,630
pinterest inc987,682
ross stores inc861,971
carlisle cos inc861,073
airbnb inc848,980
simon ppty group inc new830,059
sensata technologies hldg pl818,759
roper technologies inc651,456
New stocks bought by WRIGHT INVESTORS SERVICE INC

Additions

Ticker% Inc.
merck & co inc663
baker hughes company294
lockheed martin corp193
chevron corporation191
advanced micro devices inc157
amphenol corp147
salesforce inc96.18
mueller inds inc95.22
Additions to existing portfolio by WRIGHT INVESTORS SERVICE INC

Reductions

Ticker% Reduced
genpact limited-69.53
home depot inc-66.94
colgate palmolive co-48.25
unitedhealth group inc-45.12
accenture plc ireland-42.31
abbott laboratories-39.28
ameriprise finl inc-37.08
international business machs-34.99
WRIGHT INVESTORS SERVICE INC reduced stake in above stock

Sold off

Ticker$ Sold
zoom communications inc-1,345,610
american homes 4 rent-496,555
ugi corp new-492,841
paypal hldgs inc-590,689
new york times co-580,074
eog res inc-778,124
bjs whsl club hldgs inc-613,464
tko group holdings inc-1,148,870
WRIGHT INVESTORS SERVICE INC got rid off the above stocks

Sector Distribution

WRIGHT INVESTORS SERVICE INC has about 28.2% of it's holdings in Technology sector.

  • Technology
  • Financial Services
  • Healthcare
  • Communication Services
  • Consumer Cyclical
  • Industrials
  • Consumer Defensive
  • Energy
  • Others
  • Utilities
  • Real Estate
  • Basic Materials
Sector%
Technology28.2
Financial Services14.4
Healthcare10.2
Communication Services9.5
Consumer Cyclical9.3
Industrials7.6
Consumer Defensive5.6
Energy5.5
Others3.8
Utilities3
Real Estate1.6
Basic Materials1.2

Market Cap. Distribution

WRIGHT INVESTORS SERVICE INC has about 95.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP58.6
LARGE-CAP36.5
UNALLOCATED3.5
MID-CAP1.4

Stocks belong to which Index?

About 91.3% of the stocks held by WRIGHT INVESTORS SERVICE INC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50091.3
Others8.2
Top 5 Winners (%)%
OXY
occidental pete corp
57.2 %
VLO
valero energy corp
50.7 %
VRT
vertiv holdings co
50.3 %
MTZ
mastec inc
46.9 %
COP
conocophillips
40.9 %
Top 5 Winners ($)$
XOM
exxon mobil corp
1.9 M
CAT
caterpillar inc
1.4 M
AMAT
applied matls inc
1.4 M
GILD
gilead sciences inc
0.9 M
BMY
bristol-myers squibb co
0.7 M
Top 5 Losers (%)%
APP
applovin corp
-40.9 %
gen digital inc
-30.3 %
QCOM
qualcomm inc
-24.5 %
ORCL
oracle corp
-24.5 %
CRM
salesforce inc
-24.0 %
Top 5 Losers ($)$
MSFT
microsoft corp
-3.9 M
META
meta platforms inc
-1.4 M
AVGO
broadcom inc
-1.3 M
AMZN
amazon com inc
-1.2 M
NVDA
nvidia corporation
-1.1 M

WRIGHT INVESTORS SERVICE INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of WRIGHT INVESTORS SERVICE INC

WRIGHT INVESTORS SERVICE INC has 148 stocks in it's portfolio. About 33.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for WRIGHT INVESTORS SERVICE INC last quarter.

$317.71MTotal Value
165Positions
29 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of WRIGHT INVESTORS SERVICE INC, last reported on 29 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change