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Home > Institutional Investor > Wright Investors Service Inc > Profile

Instuitional Investor - Wright Investors Service Inc

Fund Profile
Filing Period:
Fund Name: Wright Investors Service Inc
Portfolio Value $355,022,836
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 60,255 $22,658,155 6.38%
2.
Apple Inc.
 AAPL 91,685 $17,652,113 4.97%
3.
Meta Platforms Inc.
 META 29,451 $10,424,476 2.93%
4.
Home Depot Inc.
 HD 27,513 $9,534,467 2.68%
5.
Comcast Corp
 CMCSA 197,168 $8,645,815 2.43%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)