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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
USFDUs Foods Hldg Corp
Recent Activity
Increased 0.19%
0.6%
$1.823M
27,019 shares@ $67.47 avg price
CORCencora Inc
Recent Activity
Increased 252.98%
0.55%
$1.69M
7,522 shares@ $224.69 avg price
HHHHoward Hughes Holdings Inc
Recent Activity
Increased 0.67%
0.48%
$1.467M
19,078 shares@ $76.93 avg price
COPConocophillips
Recent Activity
Increased 18.75%
0.48%
$1.447M
14,595 shares@ $99.17 avg price
CRHCrh Plc
Recent Activity
Increased 0.25%
0.44%
$1.349M
14,584 shares@ $92.53 avg price
ZMZoom Communications Inc
Recent Activity
Increased 0.65%
0.42%
$1.293M
15,839 shares@ $81.62 avg price
RTXRtx Corporation
Recent Activity
Increased 0.67%
0.38%
$1.161M
10,031 shares@ $115.72 avg price
UGIUgi Corp New
Recent Activity
Increased 1.32%
0.35%
$1.05M
37,206 shares@ $28.23 avg price
HSTHost Hotels & Resorts Inc
Recent Activity
Increased 0.65%
0.32%
$983,643
56,144 shares@ $17.53 avg price
DISDisney Walt Co
Recent Activity
Increased 72.55%
0.32%
$964,848
8,665 shares@ $111.36 avg price