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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 $307,947,335
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 80,505 $20,160,062 6.54%
2.
Microsoft Corp
 MSFT 38,428 $16,197,402 5.25%
3.
Nvidia Corp
 NVDA 107,104 $14,382,996 4.67%
4.
Amazon Com Inc
 AMZN 53,987 $11,844,208 3.84%
5.
Meta Platforms Inc.
 META 19,821 $11,605,394 3.76%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)