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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
BLKBlackrock Inc
Recent Activity
Exited
0%
$1.996M
2,102 shares@ $949.58 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$1.555M
1,906 shares@ $816.08 avg price
MROMarathon Oil Corp
Recent Activity
Exited
0%
$1.277M
47,950 shares@ $26.64 avg price
MMM3m Co
Recent Activity
Exited
0%
$1.214M
8,882 shares@ $136.7 avg price
FCNCAFirst Ctzns Bancshares Inc N
Recent Activity
Exited
0%
$1.101M
598 shares@ $1840.95 avg price
ODFLOld Dominion Freight Line In
Recent Activity
Exited
0%
$979,494
4,931 shares@ $198.65 avg price
ACNAccenture Plc Ireland
Recent Activity
Exited
0%
$897,486
2,539 shares@ $353.49 avg price
VOYAVoya Financial Inc
Recent Activity
Exited
0%
$759,403
9,586 shares@ $79.23 avg price
GPKGraphic Packaging Hldg Co
Recent Activity
Exited
0%
$553,096
18,692 shares@ $29.59 avg price
COFCapital One Finl Corp
Recent Activity
Exited
0%
$501,745
3,351 shares@ $149.73 avg price