Fund HoldingsWRIGHT INVESTORS SERVICE INC

Total Portfolio Value
$307.95M
Total Bought
$18.04M
Total Sold
$100.67M
Net Transaction
-$82.63M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)0107,104+107,104014,3834.67%+14,383
HOWMET AEROSPACE INC(HWM)017,434+17,43401,9070.62%+1,907
JABIL INC(JBL)012,861+12,86101,8510.60%+1,851
BROADCOM INC(AVGO)50,97745,200-5,7778,79410,4793.40%+1,686
PARKER-HANNIFIN CORP(PH)9463,185+2,2395982,0260.66%+1,428
CENCORA INC2,1317,522+5,3914801,6900.55%+1,210
CATERPILLAR INC(CAT)14,11917,573+3,4545,5226,3752.07%+853
DELTA AIR LINES INC DEL(DAL)043,670+43,67002,6420.86%+2,642
TESLA INC(TSLA)6,5095,980-5291,7032,4150.78%+712
BLACKROCK INC(BLK)0675+67506920.22%+692
ALPHABET INC(GOOG)028,103+28,10305,3201.73%+5,320
AMAZON COM INC(AMZN)053,987+53,987011,8443.85%+11,844
BOOKING HOLDINGS INC(BKNG)0106+10605270.17%+527
APPLOVIN CORP(APP)8,0104,820-3,1901,0461,5610.51%+515
GEN DIGITAL INC(GEN)018,357+18,35705030.16%+503
PERMIAN RESOURCES CORP(PR)034,616+34,61604980.16%+498
ADT INC DEL(ADT)071,531+71,53104940.16%+494
EMCOR GROUP INC(EME)01,067+1,06704840.16%+484
DISNEY WALT CO(DIS)5,0228,665+3,6434839650.31%+482
PFIZER INC(PFE)016,885+16,88504480.15%+448
BANK AMERICA CORP85,85386,417+5643,4073,7981.23%+391
NETFLIX INC(NFLX)02,965+2,96502,6430.86%+2,643
GOLDMAN SACHS GROUP INC(GS)3,7463,772+261,8552,1600.70%+305
VISTRA CORP(VST)02,053+2,05302830.09%+283
SYNCHRONY FINANCIAL(SYF)50,90143,186-7,7152,5392,8070.91%+268
SALESFORCE INC(CRM)11,69610,329-1,3673,2013,4531.12%+252
NRG ENERGY INC(NRG)29,34632,231+2,8852,6732,9080.94%+234
ORACLE CORP(ORCL)28,21630,082+1,8664,8085,0131.63%+205
ZOOM COMMUNICATIONS INC(ZM)15,73715,839+1021,0971,2930.42%+195
WELLS FARGO CO NEW(WFC)013,397+13,39709410.31%+941
KROGER CO(KR)38,93439,197+2632,2312,3970.78%+166
US FOODS HLDG CORP(USFD)26,96927,019+501,6591,8230.59%+164
CONOCOPHILLIPS(COP)12,29114,595+2,3041,2941,4470.47%+153
UGI CORP NEW(UGI)36,72237,206+4849191,0500.34%+132
GODADDY INC(GDDY)5,1424,705-4378069290.30%+122
PAYPAL HLDGS INC(PYPL)10,74910,821+728399240.30%+85
FOX CORP(FOX)10,05510,124+694264920.16%+66
VERTIV HOLDINGS CO(VRT)7,2776,685-5927247590.25%+35
FISERV INC(FISV)02,813+2,81305780.19%+578
FREEPORT-MCMORAN INC(FCX)11,27514,998+3,7235635710.19%+8
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)11,06911,143+748548570.28%+3
HOST HOTELS & RESORTS INC(HST)55,78256,144+3629829840.32%+2
CRH PLC
ORD
14,54814,584+361,3491,3490.44%0
HOWARD HUGHES HOLDINGS INC(HHH)18,95219,078+1261,4671,4670.48%0
INGREDION INC(INGR)3,0213,004-174154130.13%-2
AMERICAN HOMES 4 RENT(AMH)12,39512,379-164764630.15%-13
WEC ENERGY GROUP INC(WEC)8,4558,511+568138000.26%-13
HALEON PLC(HLN)11,80911,371-4381251080.04%-16
SCHLUMBERGER LTD(SLB)7,5767,626+503182920.09%-25
NVENT ELECTRIC PLC(NVT)7,8177,612-2055495190.17%-30
LKQ CORP(LKQ)13,62913,720+915445040.16%-40
RTX CORPORATION(RTX)9,96510,031+661,2071,1610.38%-47
VISA INC(V)22,67119,441-3,2306,2336,1442.00%-89
MGM RESORTS INTERNATIONAL(MGM)26,68526,863+1781,0439310.30%-112
TJX COS INC NEW(TJX)18,80517,276-1,5292,2102,0870.68%-123
CENTENE CORP DEL(CNC)12,75712,843+869607780.25%-182
APPLE INC(AAPL)87,34780,505-6,84220,35220,1606.55%-192
MICROCHIP TECHNOLOGY INC.(MCHP)8,6818,738+576975010.16%-196
ALPHABET INC(GOOG)035,201+35,20106,7042.18%+6,704
UBER TECHNOLOGIES INC(UBER)11,86110,898-9638916570.21%-234
ADVANCED DRAIN SYS INC DEL(WMS)5,4805,409-718616250.20%-236
AMERICAN EXPRESS CO(AXP)18,19415,823-2,3714,9344,6961.52%-238
GE HEALTHCARE TECHNOLOGIES I(GEHC)12,34411,365-9791,1588890.29%-270
STEEL DYNAMICS INC(STLD)6,9905,285-1,7058816030.20%-278
VICI PPTYS INC(VICI)72,54673,031+4852,4172,1330.69%-283
UNDER ARMOUR INC(UA)34,0650-34,0653040-304
NXP SEMICONDUCTORS N V
COM
3,8912,975-9169346180.20%-316
CROWN HLDGS INC(CCK)3,5540-3,5543410-341
AMERICAN TOWER CORP NEW(AMT)5,5435,094-4491,2899340.30%-355
BUILDERS FIRSTSOURCE INC(BLDR)7,1397,100-391,3841,0150.33%-369
JPMORGAN CHASE & CO.(JPM)029,941+29,94107,1772.33%+7,177
CHUBB LIMITED
COM
9,3968,440-9562,7102,3320.76%-378
CSX CORP(CSX)65,96758,559-7,4082,2781,8900.61%-388
EBAY INC.(EBAY)28,08823,255-4,8331,8291,4410.47%-388
EOG RES INC(EOG)8,9745,704-3,2701,1036990.23%-404
CBRE GROUP INC(CBRE)012,466+12,46601,6370.53%+1,637
TARGET CORP(TGT)05,571+5,57107530.24%+753
TRAVEL PLUS LEISURE CO(TNL)15,6215,779-9,8427202920.09%-428
MONDELEZ INTL INC(MDLZ)22,31620,234-2,0821,6441,2090.39%-435
METLIFE INC(MET)21,54816,291-5,2571,7771,3340.43%-443
INVESCO LTD(IVZ)25,7390-25,7394520-452
PROLOGIS INC.(PLD)000000
SOUTHERN CO(SO)10,5685,654-4,9149534650.15%-488
PAYCHEX INC(PAYX)5,5331,782-3,7517422500.08%-493
CAPITAL ONE FINL CORP(COF)3,3510-3,3515020-502
VALERO ENERGY CORP(VLO)04,528+4,52805550.18%+555
COSTCO WHSL CORP NEW(COST)02,741+2,74102,5110.82%+2,511
RIO TINTO PLC(RIO)10,8933,939-6,9547752320.08%-544
GRAPHIC PACKAGING HLDG CO(GPK)000000
ADVANCED MICRO DEVICES INC(AMD)7,7275,839-1,8881,2687050.23%-563
US BANCORP DEL(USB)05,948+5,94802840.09%+284
QUALCOMM INC(QCOM)14,36112,133-2,2282,4421,8640.61%-578
DIGITAL RLTY TR INC(DLR)10,9656,572-4,3931,7741,1650.38%-609
HONEYWELL INTL INC(HON)8,8675,037-3,8301,8331,1380.37%-695
SYSCO CORP(SYY)33,17624,759-8,4172,5901,8930.61%-697
INTERNATIONAL PAPER CO(IP)23,8277,705-16,1221,1644150.13%-749
KIMBERLY-CLARK CORP(KMB)02,426+2,42603180.10%+318
VOYA FINANCIAL INC(VOYA)9,5860-9,5867590-759
EATON CORP PLC(ETN)01,274+1,27404230.14%+423
MORGAN STANLEY(MS)04,019+4,01905050.16%+505
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