WRIGHT INVESTORS SERVICE INC
•CIK: 108572•Filing: Q4 2025
**WRIGHT INVESTORS SERVICE INC** manages $333M across a diversified portfolio of 147 positions. The fund exhibits a significant concentration in mega-cap technology names, with top holdings including NVDA at $16.9M and AAPL at $16.3M. Further notable allocations include MSFT ($16.1M), GOOGL ($13.5M), and AVGO ($12.8M). This structure suggests a core focus on established, high-growth technology leaders.
Total AUM
$333.1M
QoQ Performance
-3.5%
Positions
146
Top 10 Concentration
36.2%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
NVDA5.1%
AAPL4.9%
MSFT4.8%
GOOGL4.0%
AVGO3.9%
AMZN3.7%
META3.2%
JPM2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology33.5%
Other25.0%
Financial12.7%
Healthcare9.3%
Consumer7.7%
Industrial3.0%
Energy2.4%
Consumer Staples2.3%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW13 new positions
↑29 increased
↓105 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023