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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
UGIUgi Corp New
Recent Activity
Increased 1.32%
0.35%
$1.05M
37,206 shares@ $28.23 avg price
BLDRBuilders Firstsource Inc
Recent Activity
Decreased -0.54%
0.33%
$1.015M
7,100 shares@ $142.93 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
WFCWells Fargo Co New
Recent Activity
Increased 0.69%
0.31%
$941,005
13,397 shares@ $70.24 avg price
AMTAmerican Tower Corp New
Recent Activity
Decreased -8.1%
0.31%
$934,291
5,094 shares@ $183.42 avg price
MGMMgm Resorts International
Recent Activity
Increased 0.67%
0.31%
$930,803
26,863 shares@ $34.66 avg price
GDDYGodaddy Inc
Recent Activity
Decreased -8.49%
0.31%
$928,626
4,705 shares@ $197.38 avg price
EMREmerson Elec Co
Recent Activity
Decreased -61.83%
0.31%
$926,996
7,480 shares@ $123.93 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Increased 0.67%
0.3%
$923,572
10,821 shares@ $85.35 avg price