Fund HoldingsWRIGHT INVESTORS SERVICE INC

Total Portfolio Value
$354.73M
Total Bought
$36.16M
Total Sold
$52.34M
Net Transaction
-$16.18M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)67,07666,741-33519,33822,7286.41%+3,390
ORACLE CORP(ORCL)35,25547,758+12,5033,2765,6881.60%+2,412
CISCO SYS INC(CSCO)118,731162,778+44,0476,2078,4222.37%+2,215
TESLA INC(TSLA)4,91811,487+6,5691,0203,0070.85%+1,987
AMAZON COM INC(AMZN)51,51055,934+4,4245,3207,2922.06%+1,971
MASTERCARD INCORPORATED(MA)04,799+4,79901,8870.53%+1,887
VISA INC(V)07,665+7,66501,8200.51%+1,820
CATERPILLAR INC(CAT)4,77811,646+6,8681,0932,8650.81%+1,772
META PLATFORMS INC(META)25,76825,037-7315,4617,1852.03%+1,724
APPLE INC(AAPL)103,48295,328-8,15417,06418,4915.21%+1,427
COMCAST CORP NEW(CCZ)198,009211,466+13,4577,5078,7862.48%+1,280
CSX CORP(CSX)060,858+60,85802,0750.59%+2,075
ALPHABET INC(GOOG)44,30648,194+3,8884,6085,8301.64%+1,222
HOME DEPOT INC(HD)20,36323,242+2,8796,0097,2202.04%+1,210
ON SEMICONDUCTOR CORP(ON)26,96335,574+8,6112,2203,3650.95%+1,145
DELTA AIR LINES INC DEL(DAL)46,44755,670+9,2231,6222,6470.75%+1,025
NETFLIX INC(NFLX)03,837+3,83701,6900.48%+1,690
BROADCOM INC(AVGO)4,7184,557-1613,0273,9531.11%+926
PULTE GROUP INC(PHM)43,80244,712+9102,5533,4730.98%+920
ADOBE SYSTEMS INCORPORATED(ADBE)7,2767,275-12,8043,5571.00%+753
ALPHABET INC(GOOG)23,13626,177+3,0412,4003,1330.88%+733
BORGWARNER INC032,009+32,00901,5660.44%+1,566
MERCK & CO INC(MRK)40,53643,479+2,9434,3135,0171.41%+704
ACTIVISION BLIZZARD INC07,915+7,91506670.19%+667
FORD MTR CO DEL(F)041,541+41,54106290.18%+629
WELLS FARGO CO NEW(WFC)014,542+14,54206210.17%+621
ACCENTURE PLC IRELAND
SHS CLASS A
6,7517,983+1,2321,9302,4630.69%+534
TERADATA CORP DEL(TDC)09,592+9,59205120.14%+512
LOWES COS INC(LOW)05,063+5,06301,1430.32%+1,143
MICROCHIP TECHNOLOGY INC.(MCHP)05,258+5,25804710.13%+471
FORTINET INC(FTNT)45,17845,851+6733,0033,4660.98%+463
GENERAL ELECTRIC CO(GE)04,216+4,21604630.13%+463
FEDEX CORP(FDX)12,99013,624+6342,9683,3770.95%+409
JPMORGAN CHASE & CO(JPM)58,67755,310-3,3677,6468,0442.27%+398
TRAVELERS COMPANIES INC(TRV)02,214+2,21403840.11%+384
CHUBB LIMITED
COM
01,994+1,99403840.11%+384
GLOBAL PMTS INC(GPN)03,804+3,80403750.11%+375
LULULEMON ATHLETICA INC(LULU)0957+95703620.10%+362
COSTCO WHSL CORP NEW(COST)7,5887,663+753,7704,1261.16%+355
MARRIOTT INTL INC NEW(MAR)06,734+6,73401,2370.35%+1,237
AMERICAN EXPRESS CO(AXP)25,65026,287+6374,2314,5791.29%+348
CACI INTL INC(CACI)5,0425,310+2681,4941,8100.51%+316
UNITEDHEALTH GROUP INC(UNH)18,51618,823+3078,7509,0472.55%+297
CHEVRON CORP NEW(CVX)23,07125,661+2,5903,7644,0381.14%+273
PROGRESSIVE CORP(PGR)19,40022,987+3,5872,7753,0430.86%+267
NEXTERA ENERGY INC(NEE)56,48562,076+5,5914,3544,6061.30%+252
UBER TECHNOLOGIES INC(UBER)05,605+5,60502420.07%+242
CENTENE CORP DEL(CNC)014,192+14,19209570.27%+957
EATON CORP PLC(ETN)20,66918,784-1,8853,5413,7781.06%+236
HOST HOTELS & RESORTS INC(HST)037,703+37,70306350.18%+635
BOOKING HOLDINGS INC(BKNG)0381+38101,0290.29%+1,029
RITHM CAPITAL CORP(RITM)022,462+22,46202100.06%+210
LENNAR CORP(LEN)13,45512,629-8261,4141,5830.45%+168
GILEAD SCIENCES INC(GILD)23,08026,632+3,5521,9152,0530.58%+138
APPLIED MATLS INC25,33222,464-2,8683,1123,2470.92%+135
CELANESE CORP DEL(CE)14,24114,437+1961,5511,6720.47%+121
HALEON PLC(HLN)011,102+11,1020930.03%+93
GENERAL DYNAMICS CORP(GD)04,262+4,26209170.26%+917
THE TRADE DESK INC(TTD)05,823+5,82304500.13%+450
CONOCOPHILLIPS(COP)18,88018,900+201,8731,9580.55%+85
NVENT ELECTRIC PLC(NVT)08,610+8,61004450.13%+445
UNITED AIRLS HLDGS INC(UAL)08,191+8,19104490.13%+449
FISERV INC(FISV)06,412+6,41208090.23%+809
WEYERHAEUSER CO MTN BE(WY)025,228+25,22808450.24%+845
EOG RES INC(EOG)07,483+7,48308560.24%+856
WILLIAMS COS INC(WMB)39,29436,875-2,4191,1731,2030.34%+30
THE CIGNA GROUP(CI)3,7493,518-2319589870.28%+29
BOYD GAMING CORP(BYD)22,27120,980-1,2911,4281,4550.41%+27
RANGE RES CORP(RRC)010,156+10,15602990.08%+299
VISTRA CORP(VST)031,290+31,29008210.23%+821
OMEGA HEALTHCARE INVS INC(OHI)026,312+26,31208080.23%+808
MEDICAL PPTYS TRUST INC(MPT)024,918+24,91802310.07%+231
WALGREENS BOOTS ALLIANCE INC59,30272,163+12,8612,0512,0560.58%+5
AIRBNB INC9,6369,388-2481,1991,2030.34%+4
SS&C TECHNOLOGIES HLDGS INC(SSNC)09,356+9,35605670.16%+567
HALLIBURTON CO(HAL)08,275+8,27502730.08%+273
JOHNSON & JOHNSON(JNJ)8,6038,075-5281,3331,3370.38%+3
COTERRA ENERGY INC010,085+10,08502550.07%+255
TEXTRON INC(TXT)010,588+10,58807160.20%+716
SALESFORCE INC(CRM)4,6744,390-2849349270.26%-6
UNION PAC CORP(UNP)03,258+3,25806670.19%+667
RELIANCE STEEL & ALUMINUM CO(RS)01,444+1,44403920.11%+392
BANK AMERICA CORP91,95890,424-1,5342,6302,5940.73%-36
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)09,764+9,76405420.15%+542
ROBLOX CORP(RBLX)07,993+7,99303220.09%+322
BOEING CO(BA)9,2889,071-2171,9731,9150.54%-58
ALTRIA GROUP INC(MO)40,49438,525-1,9691,8071,7450.49%-62
INVESCO LTD(IVZ)58,87653,173-5,7039668940.25%-72
ANALOG DEVICES INC(ADI)5,0924,782-3101,0049320.26%-73
DARLING INGREDIENTS INC(DAR)37,22832,585-4,6432,1742,0790.59%-96
RAYTHEON TECHNOLOGIES CORP(RTX)15,15314,033-1,1201,4841,3750.39%-109
MCKESSON CORP(MCK)5,4064,237-1,1691,9251,8110.51%-114
GENUINE PARTS CO(GPC)9,6358,746-8891,6121,4800.42%-132
PURE STORAGE INC(P)010,987+10,98704050.11%+405
ELEVANCE HEALTH INC(ELV)8,4128,385-273,8683,7251.05%-143
NATIONAL FUEL GAS CO(NFG)15,97215,063-9099227740.22%-149
UGI CORP NEW(UGI)015,482+15,48204180.12%+418
EMERSON ELEC CO(EMR)33,99731,127-2,8702,9632,8140.79%-149
KIMBERLY-CLARK CORP(KMB)17,15315,565-1,5882,3022,1490.61%-153
TORONTO DOMINION BK ONT(TD)44,26440,283-3,9812,6512,4980.70%-153
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