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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
UPSUnited Parcel Service Inc
Recent Activity
Decreased -43.02%
0.44%
$1.334M
10,575 shares@ $126.11 avg price
TAt&t Inc
Recent Activity
Decreased -52.54%
0.44%
$1.333M
58,537 shares@ $22.77 avg price
OHIOmega Healthcare Invs Inc
Recent Activity
Decreased -48.42%
0.43%
$1.294M
34,187 shares@ $37.86 avg price
ZMZoom Communications Inc
Recent Activity
Increased 0.65%
0.42%
$1.293M
15,839 shares@ $81.62 avg price
MDLZMondelez Intl Inc
Recent Activity
Decreased -9.32%
0.4%
$1.209M
20,234 shares@ $59.74 avg price
DLRDigital Rlty Tr Inc
Recent Activity
Decreased -40.06%
0.38%
$1.165M
6,572 shares@ $177.34 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -45.3%
0.38%
$1.164M
11,703 shares@ $99.48 avg price
RTXRtx Corporation
Recent Activity
Increased 0.67%
0.38%
$1.161M
10,031 shares@ $115.72 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -43.19%
0.37%
$1.138M
5,037 shares@ $225.9 avg price
CVXChevron Corp New
Recent Activity
Decreased -47.54%
0.36%
$1.083M
7,476 shares@ $144.85 avg price