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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
NVDANvidia Corporation
Recent Activity
Increased 8.63%
4.68%
$14.383M
107,104 shares@ $134.29 avg price
CATCaterpillar Inc
Recent Activity
Increased 24.47%
2.08%
$6.375M
17,573 shares@ $362.76 avg price
ORCLOracle Corp
Recent Activity
Increased 6.62%
1.63%
$5.013M
30,082 shares@ $166.64 avg price
BACBank America Corp
Recent Activity
Increased 0.66%
1.24%
$3.798M
86,417 shares@ $43.95 avg price
NRGNrg Energy Inc
Recent Activity
Increased 9.84%
0.95%
$2.908M
32,231 shares@ $90.23 avg price
DALDelta Air Lines Inc Del
Recent Activity
Increased 18.44%
0.86%
$2.642M
43,670 shares@ $60.5 avg price
KRKroger Co
Recent Activity
Increased 0.68%
0.78%
$2.397M
39,197 shares@ $61.16 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 0.7%
0.71%
$2.16M
3,772 shares@ $572.63 avg price
VICIVici Pptys Inc
Recent Activity
Increased 0.67%
0.7%
$2.133M
73,031 shares@ $29.22 avg price
PHParker-hannifin Corp
Recent Activity
Increased 236.69%
0.66%
$2.026M
3,185 shares@ $636.04 avg price