Fund HoldingsWRIGHT INVESTORS SERVICE INC

Total Portfolio Value
$382.09M
Total Bought
$52.79M
Total Sold
$59.89M
Net Transaction
-$7.10M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
APPLE INC(AAPL)81,50687,347+5,84117,16720,3525.33%+3,185
BRISTOL-MYERS SQUIBB CO(BMY)0119,781+119,78106,1971.62%+6,197
VICI PPTYS INC(VICI)072,546+72,54602,4170.63%+2,417
THE CIGNA GROUP(CI)012,151+12,15104,2101.10%+4,210
ABBVIE INC(ABBV)048,526+48,52609,5832.51%+9,583
ORACLE CORP(ORCL)20,83228,216+7,3842,9414,8081.26%+1,867
EBAY INC.(EBAY)028,088+28,08801,8290.48%+1,829
VISA INC(V)17,09922,671+5,5724,4886,2331.63%+1,745
SYSCO CORP(SYY)12,15633,176+21,0208682,5900.68%+1,722
GILEAD SCIENCES INC(GILD)53,49264,123+10,6313,6705,3761.41%+1,706
HOME DEPOT INC(HD)025,248+25,248010,2312.68%+10,231
SYNCHRONY FINANCIAL(SYF)19,06150,901+31,8408992,5390.66%+1,639
PULTE GROUP INC(PHM)26,89531,580+4,6852,9614,5331.19%+1,572
HOWARD HUGHES HOLDINGS INC(HHH)018,952+18,95201,4670.38%+1,467
BUILDERS FIRSTSOURCE INC(BLDR)07,139+7,13901,3840.36%+1,384
CRH PLC
ORD
014,548+14,54801,3490.35%+1,349
CSX CORP(CSX)35,26765,967+30,7001,1802,2780.60%+1,098
ZOOM VIDEO COMMUNICATIONS IN(ZM)015,737+15,73701,0970.29%+1,097
MGM RESORTS INTERNATIONAL(MGM)026,685+26,68501,0430.27%+1,043
KROGER CO(KR)23,88638,934+15,0481,1932,2310.58%+1,038
OMEGA HEALTHCARE INVS INC(OHI)50,47066,284+15,8141,7292,6980.71%+969
DIGITAL RLTY TR INC(DLR)5,34510,965+5,6208131,7740.46%+962
NEXTERA ENERGY INC(NEE)045,932+45,93203,8831.02%+3,883
NXP SEMICONDUCTORS N V
COM
03,891+3,89109340.24%+934
ADVANCED DRAIN SYS INC DEL(WMS)05,480+5,48008610.23%+861
GOLDMAN SACHS GROUP INC(GS)2,2173,746+1,5291,0031,8550.49%+852
PAYPAL HLDGS INC(PYPL)010,749+10,74908390.22%+839
COCA COLA CO(KO)128,993125,845-3,1488,2109,0432.37%+833
INTERNATIONAL BUSINESS MACHS(IBM)018,341+18,34104,0551.06%+4,055
WEC ENERGY GROUP INC(WEC)08,455+8,45508130.21%+813
CATERPILLAR INC(CAT)014,119+14,11905,5221.45%+5,522
GODADDY INC(GDDY)05,142+5,14208060.21%+806
BROADCOM INC(AVGO)4,99850,977+45,9798,0248,7942.30%+769
GE HEALTHCARE TECHNOLOGIES I(GEHC)5,49112,344+6,8534281,1580.30%+731
AMERICAN EXPRESS CO(AXP)18,16418,194+304,2064,9341.29%+728
VERTIV HOLDINGS CO(VRT)07,277+7,27707240.19%+724
MONDELEZ INTL INC(MDLZ)14,16622,316+8,1509271,6440.43%+717
META PLATFORMS INC(META)26,65324,500-2,15313,43914,0253.67%+586
FREEPORT-MCMORAN INC(FCX)011,275+11,27505630.15%+563
PROGRESSIVE CORP(PGR)37,97033,119-4,8517,8878,4042.20%+518
QUALCOMM INC(QCOM)9,68814,361+4,6731,9302,4420.64%+512
CENCORA INC02,131+2,13104800.13%+480
AMERICAN HOMES 4 RENT(AMH)012,395+12,39504760.12%+476
HONEYWELL INTL INC(HON)6,5238,867+2,3441,3931,8330.48%+440
INGREDION INC(INGR)03,021+3,02104150.11%+415
TESLA INC(TSLA)06,509+6,50901,7030.45%+1,703
LENNAR CORP(LEN)011,006+11,00602,0630.54%+2,063
APPLOVIN CORP(APP)8,0108,01006671,0460.27%+379
CROWN HLDGS INC(CCK)03,554+3,55403410.09%+341
UNDER ARMOUR INC(UA)034,065+34,06503040.08%+304
CHUBB LIMITED
COM
9,4439,396-472,4092,7100.71%+301
3M CO(MMM)9,0618,882-1799261,2140.32%+288
METLIFE INC(MET)021,548+21,54801,7770.47%+1,777
SALESFORCE INC(CRM)11,35311,696+3432,9193,2010.84%+282
AMERICAN TOWER CORP NEW(AMT)5,5435,54301,0771,2890.34%+212
US FOODS HLDG CORP(USFD)27,50726,969-5381,4571,6590.43%+201
RTX CORPORATION(RTX)10,1669,965-2011,0211,2070.32%+187
CVS HEALTH CORP(CVS)038,928+38,92802,4480.64%+2,448
TJX COS INC NEW(TJX)18,80518,80502,0702,2100.58%+140
ACCENTURE PLC IRELAND
SHS CLASS A
02,539+2,53908970.23%+897
VOYA FINANCIAL INC(VOYA)8,8999,586+6876337590.20%+126
SOUTHERN CO(SO)10,78110,568-2138369530.25%+117
PARKER-HANNIFIN CORP(PH)964946-184885980.16%+110
COMCAST CORP NEW(CCZ)0124,402+124,40205,1961.36%+5,196
CENTENE CORP DEL(CNC)13,01712,757-2608639600.25%+97
OLD DOMINION FREIGHT LINE IN(ODFL)5,0294,931-988889790.26%+91
FIRST CTZNS BANCSHARES INC N(FCNCA)602598-41,0141,1010.29%+87
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)11,29511,069-2267688540.22%+86
NRG ENERGY INC(NRG)33,37729,346-4,0312,5992,6730.70%+75
LAM RESEARCH CORP(LRCX)1,3921,906+5141,4821,5550.41%+73
FOX CORP(FOX)10,26010,055-2053534260.11%+73
EXXON MOBIL CORP50,45250,155-2975,8085,8791.54%+71
UGI CORP NEW(UGI)37,43836,722-7168579190.24%+61
ADVANCED MICRO DEVICES INC(AMD)07,727+7,72701,2680.33%+1,268
UBER TECHNOLOGIES INC(UBER)11,86111,86108628910.23%+29
CAPITAL ONE FINL CORP(COF)3,4193,351-684735020.13%+28
HALEON PLC(HLN)11,80911,8090981250.03%+27
STEEL DYNAMICS INC(STLD)6,8846,990+1068918810.23%-10
BANK AMERICA CORP86,09285,853-2393,4243,4070.89%-17
HOST HOTELS & RESORTS INC(HST)56,91855,782-1,1361,0239820.26%-42
UNITED PARCEL SERVICE INC(UPS)18,83118,561-2702,5772,5310.66%-46
SCHLUMBERGER LTD(SLB)7,7317,576-1553653180.08%-47
ELI LILLY & CO(LLY)3,6893,68903,3403,2680.86%-72
NVENT ELECTRIC PLC(NVT)8,2037,817-3866285490.14%-79
INVESCO LTD(IVZ)36,05325,739-10,3145394520.12%-87
CONOCOPHILLIPS(COP)12,10412,291+1871,3841,2940.34%-90
CISCO SYS INC(CSCO)078,273+78,27304,1661.09%+4,166
MICROCHIP TECHNOLOGY INC.(MCHP)8,8548,681-1738106970.18%-113
LKQ CORP(LKQ)15,88113,629-2,2526605440.14%-116
MARATHON OIL CORP48,92847,950-9781,4031,2770.33%-126
LOCKHEED MARTIN CORP(LMT)3,0522,183-8691,4261,2760.33%-150
ARCH CAP GROUP LTD
ORD
24,37520,529-3,8462,4592,2970.60%-162
PAYCHEX INC(PAYX)7,7495,533-2,2169197420.19%-176
CLEVELAND-CLIFFS INC NEW(CLF)12,6020-12,6021940-194
EOG RES INC(EOG)10,3808,974-1,4061,3071,1030.29%-203
RIO TINTO PLC(RIO)14,97310,893-4,0809877750.20%-212
TRAVEL PLUS LEISURE CO(TNL)015,621+15,62107200.19%+720
TORONTO DOMINION BK ONT(TD)019,210+19,21001,2150.32%+1,215
INTERNATIONAL PAPER CO(IP)33,35923,827-9,5321,4391,1640.30%-275
DISNEY WALT CO(DIS)7,7635,022-2,7417714830.13%-288
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