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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
CATCaterpillar Inc
Recent Activity
Increased 24.47%
2.08%
$6.375M
17,573 shares@ $362.76 avg price
VVisa Inc
Recent Activity
Decreased -14.24%
2%
$6.144M
19,441 shares@ $316.05 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -28.94%
1.99%
$6.127M
34,480 shares@ $177.7 avg price
KOCoca Cola Co
Recent Activity
Decreased -29.4%
1.8%
$5.531M
88,840 shares@ $62.26 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.38%
1.73%
$5.32M
28,103 shares@ $189.31 avg price
BMYBristol-myers Squibb Co
Recent Activity
Decreased -25.18%
1.65%
$5.069M
89,613 shares@ $56.56 avg price
ORCLOracle Corp
Recent Activity
Increased 6.62%
1.63%
$5.013M
30,082 shares@ $166.64 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -9.59%
1.59%
$4.878M
45,345 shares@ $107.58 avg price
AXPAmerican Express Co
Recent Activity
Decreased -13.03%
1.53%
$4.696M
15,823 shares@ $296.79 avg price
AMATApplied Matls Inc
Recent Activity
Decreased -12.8%
1.5%
$4.61M
28,346 shares@ $162.64 avg price