Fund HoldingsWRIGHT INVESTORS SERVICE INC

Total Portfolio Value
$394.52M
Total Bought
$61.33M
Total Sold
$47.93M
Net Transaction
+$13.40M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)4,71811,320+6,6022,33610,2282.59%+7,892
APPLIED MATLS INC23,01032,080+9,0703,7296,6161.68%+2,887
COCA COLA CO(KO)70,021113,735+43,7144,1266,9581.76%+2,832
MICROSOFT CORP(MSFT)60,25560,102-15322,65825,2866.41%+2,628
PROGRESSIVE CORP(PGR)33,23137,577+4,3465,2937,7721.97%+2,479
ABBVIE INC(ABBV)46,27250,439+4,1677,1719,1852.33%+2,014
AMAZON COM INC(AMZN)53,45156,159+2,7088,12110,1302.57%+2,009
META PLATFORMS INC(META)29,45125,519-3,93210,42412,3923.14%+1,967
SALESFORCE INC(CRM)06,214+6,21401,8720.47%+1,872
BROADCOM INC(AVGO)4,0674,825+7584,5406,3951.62%+1,855
ARCH CAP GROUP LTD
ORD
10,35726,640+16,2837692,4630.62%+1,693
HOME DEPOT INC(HD)27,51328,843+1,3309,53411,0642.80%+1,530
PROLOGIS INC.(PLD)011,620+11,62001,5130.38%+1,513
LAM RESEARCH CORP(LRCX)01,392+1,39201,3520.34%+1,352
JPMORGAN CHASE & CO(JPM)50,04249,047-9958,5129,8242.49%+1,312
HONEYWELL INTL INC(HON)06,319+6,31901,2970.33%+1,297
APOLLO GLOBAL MGMT INC(APO)011,509+11,50901,2940.33%+1,294
EATON CORP PLC(ETN)16,42816,528+1003,9565,1681.31%+1,212
VISTRA CORP(VST)43,42240,489-2,9331,6732,8200.71%+1,147
THE CIGNA GROUP(CI)4,8357,101+2,2661,4482,5790.65%+1,131
METLIFE INC(MET)20,18332,552+12,3691,3352,4120.61%+1,078
QUALCOMM INC(QCOM)06,204+6,20401,0500.27%+1,050
VALERO ENERGY CORP(VLO)028,069+28,06904,7911.21%+4,791
GRAPHIC PACKAGING HLDG CO(GPK)034,899+34,89901,0180.26%+1,018
MERCK & CO INC(MRK)039,022+39,02205,1491.31%+5,149
GENERAL DYNAMICS CORP(GD)4,0427,170+3,1281,0502,0250.51%+976
NRG ENERGY INC(NRG)29,27836,461+7,1831,5142,4680.63%+954
CATERPILLAR INC(CAT)14,13514,009-1264,1795,1331.30%+954
LKQ CORP(LKQ)015,935+15,93508510.22%+851
CAPITAL ONE FINL CORP(COF)05,662+5,66208430.21%+843
VERTEX PHARMACEUTICALS INC(VRTX)1,4213,381+1,9605781,4130.36%+835
ABBOTT LABS07,293+7,29308290.21%+829
CITIGROUP INC(C)73,69472,799-8953,7914,6041.17%+813
TRAVEL PLUS LEISURE CO(TNL)27,11937,808+10,6891,0601,8510.47%+791
AMERICAN TOWER CORP NEW(AMT)03,917+3,91707740.20%+774
EXXON MOBIL CORP049,933+49,93305,8041.47%+5,804
NETFLIX INC(NFLX)4,1544,491+3372,0232,7280.69%+705
INTERNATIONAL BUSINESS MACHS(IBM)24,31424,467+1533,9774,6721.18%+696
AT&T INC(T)117,562148,403+30,8411,9732,6120.66%+639
ADVANCED DRAIN SYS INC DEL(WMS)03,655+3,65506300.16%+630
US FOODS HLDG CORP(USFD)19,61227,598+7,9868911,4890.38%+599
ELI LILLY & CO(LLY)2,8822,876-61,6802,2370.57%+557
CROCS INC(CROX)03,820+3,82005490.14%+549
BANK NEW YORK MELLON CORP08,669+8,66905000.13%+500
EMERSON ELEC CO(EMR)029,436+29,43603,3390.85%+3,339
COSTCO WHSL CORP NEW(COST)05,730+5,73004,1981.06%+4,198
BOOKING HOLDINGS INC(BKNG)0396+39601,4370.36%+1,437
COUPANG INC(CPNG)025,154+25,15404470.11%+447
JAZZ PHARMACEUTICALS PLC(JAZZ)03,673+3,67304420.11%+442
ONEOK INC NEW(OKE)038,640+38,64003,0980.79%+3,098
ACCENTURE PLC IRELAND
SHS CLASS A
7,4628,701+1,2392,6183,0160.76%+397
MCKESSON CORP(MCK)5,9025,830-722,7333,1300.79%+397
MONDELEZ INTL INC(MDLZ)05,365+5,36503760.10%+376
VISA INC(V)16,68916,841+1524,3454,7001.19%+355
UBER TECHNOLOGIES INC(UBER)9,21111,866+2,6555679140.23%+346
BANK AMERICA CORP85,58684,965-6212,8823,2220.82%+340
BORGWARNER INC16,94026,677+9,7376079270.23%+319
TARGET CORP(TGT)8,1948,335+1411,1671,4770.37%+310
MASTERCARD INCORPORATED(MA)5,6095,598-112,3922,6960.68%+304
ADVANCED MICRO DEVICES INC(AMD)9,1989,176-221,3561,6560.42%+300
BRISTOL-MYERS SQUIBB CO(BMY)091,806+91,80604,9791.26%+4,979
DELTA AIR LINES INC DEL(DAL)035,193+35,19301,6850.43%+1,685
CHUBB LIMITED
COM
9,4069,337-692,1262,4190.61%+294
VERIZON COMMUNICATIONS INC(VZ)62,46962,851+3822,3552,6370.67%+282
MICROCHIP TECHNOLOGY INC.(MCHP)08,883+8,88307970.20%+797
ALPHABET INC(GOOG)25,71025,459-2513,5913,8430.97%+251
BP PLC(BP)093,768+93,76803,5330.90%+3,533
CELANESE CORP DEL(CE)13,65513,733+782,1222,3600.60%+239
PERFORMANCE FOOD GROUP CO(PFGC)3,8176,587+2,7702644920.12%+228
RANGE RES CORP(RRC)06,292+6,29202170.05%+217
STEEL DYNAMICS INC(STLD)6,5406,671+1317729890.25%+216
NEXTERA ENERGY INC(NEE)056,026+56,02603,5810.91%+3,581
CHEVRON CORP NEW(CVX)022,695+22,69503,5800.91%+3,580
MARRIOTT INTL INC NEW(MAR)6,3786,498+1201,4381,6400.42%+201
WELLS FARGO CO NEW(WFC)26,45925,815-6441,3021,4960.38%+194
CBRE GROUP INC(CBRE)049,398+49,39804,8031.22%+4,803
TEXTRON INC(TXT)010,189+10,18909770.25%+977
PNC FINL SVCS GROUP INC(PNC)17,80418,123+3192,7572,9290.74%+172
EBAY INC.(EBAY)19,73119,330-4018611,0200.26%+160
CONOCOPHILLIPS(COP)011,731+11,73101,4930.38%+1,493
US BANCORP DEL(USB)68,33469,531+1,1972,9583,1080.79%+151
INTERNATIONAL PAPER CO(IP)043,578+43,57801,7000.43%+1,700
TRUIST FINL CORP(TFC)65,74565,979+2342,4272,5720.65%+145
GENUINE PARTS CO(GPC)07,708+7,70801,1940.30%+1,194
KIMBERLY-CLARK CORP(KMB)013,727+13,72701,7760.45%+1,776
SUMITOMO MITSUI FINL GROUP I(SMFG)010,226+10,22601200.03%+120
NVENT ELECTRIC PLC(NVT)8,4578,223-2345006200.16%+120
BLUE OWL CAPITAL INC(OBDC)30,12130,073-484495670.14%+118
RTX CORPORATION(RTX)10,47210,199-2738819950.25%+114
BLACKROCK INC(BLK)3,8373,851+143,1153,2110.81%+96
ELEVANCE HEALTH INC(ELV)05,206+5,20602,7000.68%+2,700
LENNAR CORP(LEN)13,47712,153-1,3242,0092,0900.53%+81
BERKLEY W R CORP5,5425,334-2083924720.12%+80
EOG RES INC(EOG)010,163+10,16301,2990.33%+1,299
PARKER-HANNIFIN CORP(PH)995967-284585370.14%+79
MORGAN STANLEY(MS)22,34822,958+6102,0842,1620.55%+78
ALLSTATE CORP(ALL)2,7742,665-1093884610.12%+73
FISERV INC(FISV)3,2113,121-904274990.13%+72
MARATHON OIL CORP18,26418,002-2624415100.13%+69
EVERCORE INC(EVR)3,7113,611-1006356950.18%+61
Page 1 of 1