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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
GILDGilead Sciences Inc
Recent Activity
Decreased -24.86%
1.45%
$4.45M
48,181 shares@ $92.38 avg price
BACBank America Corp
Recent Activity
Increased 0.66%
1.24%
$3.798M
86,417 shares@ $43.95 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -40.55%
1.19%
$3.643M
7,201 shares@ $505.87 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -25.97%
1.13%
$3.456M
92,088 shares@ $37.54 avg price
CRMSalesforce Inc
Recent Activity
Decreased -11.68%
1.13%
$3.453M
10,329 shares@ $334.34 avg price
CIThe Cigna Group
Recent Activity
Decreased -2.37%
1.07%
$3.276M
11,862 shares@ $276.15 avg price
NRGNrg Energy Inc
Recent Activity
Increased 9.84%
0.95%
$2.908M
32,231 shares@ $90.23 avg price
SYFSynchrony Financial
Recent Activity
Decreased -15.15%
0.92%
$2.807M
43,186 shares@ $65.0 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -41.32%
0.89%
$2.719M
45,930 shares@ $59.2 avg price
NEENextera Energy Inc
Recent Activity
Decreased -19.27%
0.87%
$2.658M
37,078 shares@ $71.7 avg price