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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
UGIUgi Corp New
| 0.35% | $1.05M 37,206 shares@ $28.23 avg price | Increased 1.32% |
BLDRBuilders Firstsource Inc
| 0.33% | $1.015M 7,100 shares@ $142.93 avg price | Decreased -0.54% |
HSTHost Hotels & Resorts Inc
| 0.32% | $983,643 56,144 shares@ $17.53 avg price | Increased 0.65% |
DISDisney Walt Co
| 0.32% | $964,848 8,665 shares@ $111.36 avg price | Increased 72.55% |
WFCWells Fargo Co New
| 0.31% | $941,005 13,397 shares@ $70.24 avg price | Increased 0.69% |
AMTAmerican Tower Corp New
| 0.31% | $934,291 5,094 shares@ $183.42 avg price | Decreased -8.1% |
MGMMgm Resorts International
| 0.31% | $930,803 26,863 shares@ $34.66 avg price | Increased 0.67% |
GDDYGodaddy Inc
| 0.31% | $928,626 4,705 shares@ $197.38 avg price | Decreased -8.49% |
EMREmerson Elec Co
| 0.31% | $926,996 7,480 shares@ $123.93 avg price | Decreased -61.83% |
PYPLPaypal Hldgs Inc
| 0.3% | $923,572 10,821 shares@ $85.35 avg price | Increased 0.67% |