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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
TJXTjx Cos Inc New
Recent Activity
Decreased -8.13%
0.68%
$2.087M
17,276 shares@ $120.82 avg price
IBMInternational Business Machs
Recent Activity
Decreased -49.11%
0.67%
$2.051M
9,332 shares@ $219.84 avg price
PHParker-hannifin Corp
Recent Activity
Increased 236.69%
0.66%
$2.026M
3,185 shares@ $636.04 avg price
HWMHowmet Aerospace Inc
Recent Activity
New Position
0.62%
$1.907M
17,434 shares@ $109.38 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -33.28%
0.62%
$1.9M
2,461 shares@ $772.0 avg price
SYYSysco Corp
Recent Activity
Decreased -25.37%
0.62%
$1.893M
24,759 shares@ $76.46 avg price
CSXCsx Corp
Recent Activity
Decreased -11.22%
0.62%
$1.89M
58,559 shares@ $32.28 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -15.51%
0.61%
$1.864M
12,133 shares@ $153.62 avg price
JBLJabil Inc
Recent Activity
New Position
0.61%
$1.851M
12,861 shares@ $143.91 avg price
USFDUs Foods Hldg Corp
Recent Activity
Increased 0.19%
0.6%
$1.823M
27,019 shares@ $67.47 avg price