test

Amit S. Khandwala

@Wright Investors Service Inc

Latest period2024 - Q4ReportedManaged Assets$307.947MTotal holdings133
Assets growth rate-19.4%Assets growth rate (2-Q avg)-9.38%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wright Investors Service Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 133 positions.

Assets under management

The assets under management (AUM) of Wright Investors Service Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 307.947M in assets, with a quarterly growth rate of -19.4% and a 2-quarter average growth rate of -9.38%. The portfolio is managed by Amit S. Khandwala, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HWMHowmet Aerospace Inc
Recent Activity
New Position
0.62%
$1.907M
17,434 shares@ $109.38 avg price
JBLJabil Inc
Recent Activity
New Position
0.61%
$1.851M
12,861 shares@ $143.91 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.23%
$691,949
675 shares@ $1025.11 avg price
BKNGBooking Holdings Inc
Recent Activity
New Position
0.18%
$526,653
106 shares@ $4968.43 avg price
GENGen Digital Inc
Recent Activity
New Position
0.17%
$502,615
18,357 shares@ $27.39 avg price
PRPermian Resources Corp
Recent Activity
New Position
0.17%
$497,778
34,616 shares@ $14.38 avg price
ADTAdt Inc Del
Recent Activity
New Position
0.17%
$494,279
71,531 shares@ $6.91 avg price
EMEEmcor Group Inc
Recent Activity
New Position
0.16%
$484,311
1,067 shares@ $453.9 avg price
PFEPfizer Inc
Recent Activity
New Position
0.15%
$447,959
16,885 shares@ $26.53 avg price
VSTVistra Corp
Recent Activity
New Position
0.1%
$283,047
2,053 shares@ $137.87 avg price