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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
AAPLApple Inc
Recent Activity
Decreased -7.83%
6.55%
$20.16M
80,505 shares@ $250.42 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -24.02%
5.26%
$16.197M
38,428 shares@ $421.5 avg price
NVDANvidia Corporation
Recent Activity
Increased 8.63%
4.68%
$14.383M
107,104 shares@ $134.29 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -11.08%
3.85%
$11.844M
53,987 shares@ $219.4 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -19.09%
3.77%
$11.605M
19,821 shares@ $585.52 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -11.33%
3.41%
$10.479M
45,200 shares@ $231.84 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -16.43%
2.34%
$7.177M
29,941 shares@ $239.71 avg price
HDHome Depot Inc
Recent Activity
Decreased -28.63%
2.28%
$7.008M
18,017 shares@ $389.0 avg price
PGRProgressive Corp
Recent Activity
Decreased -12.34%
2.26%
$6.956M
29,031 shares@ $239.62 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -14.9%
2.18%
$6.704M
35,201 shares@ $190.44 avg price