Fund HoldingsWRIGHT INVESTORS SERVICE INC

Total Portfolio Value
$379.68M
Total Bought
$51.15M
Total Sold
$64.83M
Net Transaction
-$13.68M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)081,506+81,506017,1674.52%+17,167
NVIDIA CORPORATION(NVDA)11,320117,142+105,82210,22814,4723.81%+4,243
TJX COS INC NEW(TJX)018,805+18,80502,0700.55%+2,070
ALPHABET INC(GOOG)040,986+40,98607,5181.98%+7,518
GILEAD SCIENCES INC(GILD)053,492+53,49203,6700.97%+3,670
MEDTRONIC PLC(MDT)022,172+22,17201,7450.46%+1,745
AMAZON COM INC(AMZN)56,15961,449+5,29010,13011,8753.13%+1,745
BROADCOM INC(AVGO)4,8254,998+1736,3958,0242.11%+1,629
DELTA AIR LINES INC DEL(DAL)35,19367,951+32,7581,6853,2240.85%+1,539
ALPHABET INC(GOOG)25,45928,328+2,8693,8435,1601.36%+1,317
COCA COLA CO(KO)113,735128,993+15,2586,9588,2102.16%+1,252
KROGER CO(KR)023,886+23,88601,1930.31%+1,193
BOOKING HOLDINGS INC(BKNG)396659+2631,4372,6110.69%+1,174
ELI LILLY & CO(LLY)2,8763,689+8132,2373,3400.88%+1,103
APPLIED MATLS INC32,08032,475+3956,6167,6642.02%+1,048
META PLATFORMS INC(META)25,51926,653+1,13412,39213,4393.54%+1,047
SALESFORCE INC(CRM)6,21411,353+5,1391,8722,9190.77%+1,047
FIRST CTZNS BANCSHARES INC N(FCNCA)0602+60201,0140.27%+1,014
OMEGA HEALTHCARE INVS INC(OHI)050,470+50,47001,7290.46%+1,729
3M CO(MMM)09,061+9,06109260.24%+926
SYNCHRONY FINANCIAL(SYF)019,061+19,06108990.24%+899
LEIDOS HOLDINGS INC(LDOS)06,162+6,16208990.24%+899
MARATHON OIL CORP18,00248,928+30,9265101,4030.37%+893
OLD DOMINION FREIGHT LINE IN(ODFL)05,029+5,02908880.23%+888
QUALCOMM INC(QCOM)6,2049,688+3,4841,0501,9300.51%+879
SYSCO CORP(SYY)012,156+12,15608680.23%+868
UGI CORP NEW(UGI)037,438+37,43808570.23%+857
DIGITAL RLTY TR INC(DLR)05,345+5,34508130.21%+813
DISNEY WALT CO(DIS)07,763+7,76307710.20%+771
APPLOVIN CORP(APP)08,010+8,01006670.18%+667
VOYA FINANCIAL INC(VOYA)08,899+8,89906330.17%+633
UNITED THERAPEUTICS CORP DEL(UTHR)01,780+1,78005670.15%+567
MONDELEZ INTL INC(MDLZ)5,36514,166+8,8013769270.24%+551
ADOBE INC(ADBE)09,167+9,16705,0931.34%+5,093
CLEAN HARBORS INC(CLH)02,202+2,20204980.13%+498
AT&T INC(T)148,403160,827+12,4242,6123,0730.81%+462
GE HEALTHCARE TECHNOLOGIES I(GEHC)05,491+5,49104280.11%+428
FISERV INC(FISV)3,1216,175+3,0544999200.24%+422
ORACLE CORP(ORCL)020,832+20,83202,9410.77%+2,941
FOX CORP(FOX)010,260+10,26003530.09%+353
MOLSON COORS BEVERAGE CO(TAP)06,527+6,52703320.09%+332
HOST HOTELS & RESORTS INC(HST)056,918+56,91801,0230.27%+1,023
KRAFT HEINZ CO(KHC)09,496+9,49603060.08%+306
FRANKLIN RESOURCES INC(BEN)092,869+92,86902,0760.55%+2,076
AMERICAN TOWER CORP NEW(AMT)3,9175,543+1,6267741,0770.28%+303
MCKESSON CORP(MCK)5,8305,824-63,1303,4010.90%+272
BANK AMERICA CORP84,96586,092+1,1273,2223,4240.90%+202
VERTEX PHARMACEUTICALS INC(VRTX)3,3813,373-81,4131,5810.42%+168
AMERICAN EXPRESS CO(AXP)018,164+18,16404,2061.11%+4,206
NRG ENERGY INC(NRG)36,46133,377-3,0842,4682,5990.68%+131
LAM RESEARCH CORP(LRCX)1,3921,39201,3521,4820.39%+130
PROGRESSIVE CORP(PGR)37,57737,970+3937,7727,8872.08%+115
HONEYWELL INTL INC(HON)6,3196,523+2041,2971,3930.37%+96
UNITEDHEALTH GROUP INC(UNH)015,099+15,09907,6892.03%+7,689
GOLDMAN SACHS GROUP INC(GS)02,217+2,21701,0030.26%+1,003
SOUTHERN CO(SO)010,781+10,78108360.22%+836
TARGET CORP(TGT)8,33510,344+2,0091,4771,5310.40%+54
WELLS FARGO CO NEW(WFC)25,81525,727-881,4961,5280.40%+32
RTX CORPORATION(RTX)10,19910,166-339951,0210.27%+26
MICROCHIP TECHNOLOGY INC.(MCHP)8,8838,854-297978100.21%+13
NVENT ELECTRIC PLC(NVT)8,2238,203-206206280.17%+8
EOG RES INC(EOG)10,16310,380+2171,2991,3070.34%+7
EXXON MOBIL CORP49,93350,452+5195,8045,8081.53%+4
HALEON PLC(HLN)011,809+11,8090980.03%+98
ARCH CAP GROUP LTD
ORD
26,64024,375-2,2652,4632,4590.65%-3
CHUBB LIMITED
COM
9,3379,443+1062,4192,4090.63%-11
MARRIOTT INTL INC NEW(MAR)6,4986,703+2051,6401,6210.43%-19
US FOODS HLDG CORP(USFD)27,59827,507-911,4891,4570.38%-32
EXPEDIA GROUP INC(EXPE)04,186+4,18605270.14%+527
PARKER-HANNIFIN CORP(PH)967964-35374880.13%-50
UBER TECHNOLOGIES INC(UBER)11,86611,861-59148620.23%-52
NETFLIX INC(NFLX)4,4913,959-5322,7282,6720.70%-56
SCHLUMBERGER LTD(SLB)07,731+7,73103650.10%+365
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)011,295+11,29507680.20%+768
ABBOTT LABS7,2937,269-248297550.20%-74
TEXTRON INC(TXT)10,18910,514+3259779030.24%-75
CLEVELAND-CLIFFS INC NEW(CLF)012,602+12,60201940.05%+194
STEEL DYNAMICS INC(STLD)6,6716,884+2139898910.23%-97
GRAPHIC PACKAGING HLDG CO(GPK)34,89934,790-1091,0189120.24%-107
CONOCOPHILLIPS(COP)11,73112,104+3731,4931,3840.36%-109
SUMITOMO MITSUI FINL GROUP I(SMFG)10,2260-10,2261200-120
CSX CORP(CSX)035,267+35,26701,1800.31%+1,180
CENTENE CORP DEL(CNC)013,017+13,01708630.23%+863
PROLOGIS INC.(PLD)11,62011,993+3731,5131,3470.35%-166
PULTE GROUP INC(PHM)026,895+26,89502,9610.78%+2,961
UNITED PARCEL SERVICE INC(UPS)018,831+18,83102,5770.68%+2,577
LKQ CORP(LKQ)15,93515,881-548516600.17%-191
HUMANA INC(HUM)000000
VISA INC(V)16,84117,099+2584,7004,4881.18%-212
RANGE RES CORP(RRC)6,2920-6,2922170-217
INVESCO LTD(IVZ)036,053+36,05305390.14%+539
RIO TINTO PLC(RIO)014,973+14,97309870.26%+987
INTERNATIONAL PAPER CO(IP)43,57833,359-10,2191,7001,4390.38%-261
CITIGROUP INC(C)72,79967,988-4,8114,6044,3151.14%-289
KIMBERLY-CLARK CORP(KMB)13,72710,507-3,2201,7761,4520.38%-324
PAYCHEX INC(PAYX)07,749+7,74909190.24%+919
COSTCO WHSL CORP NEW(COST)5,7304,538-1,1924,1983,8571.02%-341
ETSY INC(ETSY)000000
CAPITAL ONE FINL CORP(COF)5,6623,419-2,2438434730.12%-370
LOCKHEED MARTIN CORP(LMT)03,052+3,05201,4260.38%+1,426
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