Wright Investors Service Inc Top Holdings and 13F Report (2024) → Bible Shocker: Have You Seen Elon Musk’s Miracle? (From InvestorPlace) (Ad) About Wright Investors Service IncInvestment ActivityWright Investors Service Inc has $394.52 million in total holdings as of March 31, 2024.Wright Investors Service Inc owns shares of 143 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Approximately 10.24% of the portfolio was purchased this quarter.About 8.95% of the portfolio was sold this quarter.This quarter, Wright Investors Service Inc has purchased 143 new stocks and bought additional shares in 66 stocks.Wright Investors Service Inc sold shares of 57 stocks and completely divested from 19 stocks this quarter.Largest Holdings Microsoft $25,285,962Meta Platforms $12,391,516Apple $11,789,421Home Depot $11,064,328NVIDIA $10,228,299 Largest New Holdings this Quarter Salesforce $1,871,533 HoldingPrologis $1,513,156 HoldingLam Research $1,352,425 HoldingHoneywell International $1,296,975 HoldingApollo Global Management $1,294,187 Holding Largest Purchases this Quarter NVIDIA 6,602 shares (about $5.97M)Coca-Cola 43,714 shares (about $2.67M)Salesforce 6,214 shares (about $1.87M)Applied Materials 9,070 shares (about $1.87M)Prologis 11,620 shares (about $1.51M) Largest Sales this Quarter Apple 22,934 shares (about $3.93M)Oracle 23,586 shares (about $2.96M)Comcast 48,344 shares (about $2.10M)Meta Platforms 3,932 shares (about $1.91M)American Express 7,192 shares (about $1.64M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWright Investors Service Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$25,285,962$64,370 ▼-0.3%60,1026.4%Computer and TechnologyMETAMeta Platforms$12,391,516$1,909,301 ▼-13.4%25,5193.1%Computer and TechnologyAAPLApple$11,789,421$3,932,722 ▼-25.0%68,7513.0%Computer and TechnologyHDHome Depot$11,064,328$510,195 ▲4.8%28,8432.8%Retail/WholesaleNVDANVIDIA$10,228,299$5,965,303 ▲139.9%11,3202.6%Computer and TechnologyAMZNAmazon.com$10,129,960$488,469 ▲5.1%56,1592.6%Retail/WholesaleJPMJPMorgan Chase & Co.$9,824,068$199,298 ▼-2.0%49,0472.5%FinanceABBVAbbVie$9,184,942$758,811 ▲9.0%50,4392.3%MedicalPGRProgressive$7,771,675$898,840 ▲13.1%37,5772.0%FinanceUNHUnitedHealth Group$7,607,002$52,438 ▼-0.7%15,3771.9%MedicalKOCoca-Cola$6,958,333$2,674,432 ▲62.4%113,7351.8%Consumer StaplesAMATApplied Materials$6,615,858$1,870,506 ▲39.4%32,0801.7%Computer and TechnologyCMCSAComcast$6,451,519$2,095,712 ▼-24.5%148,8241.6%Consumer DiscretionaryAVGOBroadcom$6,395,103$1,004,661 ▲18.6%4,8251.6%Computer and TechnologyXOMExxon Mobil$5,804,212$61,956 ▼-1.1%49,9331.5%Oils/EnergyPMPhilip Morris International$5,801,759$103,622 ▼-1.8%63,3241.5%Consumer StaplesGOOGAlphabet$5,579,415$1,502,958 ▼-21.2%36,6441.4%Computer and TechnologyETNEaton$5,168,054$31,268 ▲0.6%16,5281.3%Industrial ProductsMRKMerck & Co., Inc.$5,148,947$147,784 ▲3.0%39,0221.3%MedicalCATCaterpillar$5,133,318$46,170 ▼-0.9%14,0091.3%Industrial ProductsCSCOCisco Systems$5,045,350$57,646 ▲1.2%101,0891.3%Computer and TechnologyBMYBristol-Myers Squibb$4,978,639$32,863 ▲0.7%91,8061.3%MedicalCBRECBRE Group$4,803,462$18,378 ▼-0.4%49,3981.2%FinanceVLOValero Energy$4,791,104$149,183 ▼-3.0%28,0691.2%Oils/EnergyVVisa$4,699,986$42,420 ▲0.9%16,8411.2%Business ServicesIBMInternational Business Machines$4,672,222$29,217 ▲0.6%24,4671.2%Computer and TechnologyCCitigroup$4,603,803$56,600 ▼-1.2%72,7991.2%FinanceADBEAdobe$4,569,658$31,790 ▲0.7%9,0561.2%Computer and TechnologyCOSTCostco Wholesale$4,197,970$52,749 ▲1.3%5,7301.1%Retail/WholesaleAXPAmerican Express$4,072,463$1,637,546 ▼-28.7%17,8861.0%FinanceGOOGLAlphabet$3,842,527$37,883 ▼-1.0%25,4591.0%Computer and TechnologyNEENextEra Energy$3,580,632$36,557 ▲1.0%56,0260.9%UtilitiesCVXChevron$3,579,966$18,456 ▲0.5%22,6950.9%Oils/EnergyBPBP$3,533,195$37,379 ▲1.1%93,7680.9%Oils/EnergyCVSCVS Health$3,448,503$6,461 ▼-0.2%43,2360.9%Retail/WholesaleEMREmerson Electric$3,338,675$4,764 ▲0.1%29,4360.8%Industrial ProductsBACBank of America$3,221,873$23,548 ▼-0.7%84,9650.8%FinanceBLKBlackRock$3,210,937$11,673 ▲0.4%3,8510.8%FinancePHMPulteGroup$3,142,754$569,929 ▼-15.4%26,0550.8%ConstructionMCKMcKesson$3,129,836$38,653 ▼-1.2%5,8300.8%MedicalUSBU.S. Bancorp$3,108,034$53,506 ▲1.8%69,5310.8%FinanceOKEONEOK$3,097,808$25,334 ▲0.8%38,6400.8%Oils/EnergyACNAccenture$3,015,854$429,450 ▲16.6%8,7010.8%Business ServicesPNCThe PNC Financial Services Group$2,928,609$51,549 ▲1.8%18,1230.7%FinanceVSTVistra$2,820,059$204,283 ▼-6.8%40,4890.7%UtilitiesUPSUnited Parcel Service$2,767,193$62,722 ▲2.3%18,6180.7%TransportationNFLXNetflix$2,727,519$204,670 ▲8.1%4,4910.7%Consumer DiscretionaryELVElevance Health$2,699,519$178,896 ▼-6.2%5,2060.7%MedicalMAMastercard$2,695,829$5,297 ▼-0.2%5,5980.7%Business ServicesVZVerizon Communications$2,637,238$16,029 ▲0.6%62,8510.7%Computer and TechnologyTAT&T$2,611,891$542,801 ▲26.2%148,4030.7%Computer and TechnologyCIThe Cigna Group$2,579,012$822,988 ▲46.9%7,1010.7%MedicalTFCTruist Financial$2,571,861$9,121 ▲0.4%65,9790.7%FinanceORCLOracle$2,535,061$2,962,637 ▼-53.9%20,1820.6%Computer and TechnologyNRGNRG Energy$2,468,045$486,217 ▲24.5%36,4610.6%UtilitiesACGLArch Capital Group$2,462,602$1,505,201 ▲157.2%26,6400.6%FinanceCBChubb$2,419,497$17,880 ▼-0.7%9,3370.6%FinanceMETMetLife$2,412,429$916,667 ▲61.3%32,5520.6%FinanceCECelanese$2,360,153$13,405 ▲0.6%13,7330.6%Basic MaterialsDUKDuke Energy$2,309,543$15,764 ▲0.7%23,8810.6%UtilitiesLLYEli Lilly and Company$2,237,413$4,668 ▼-0.2%2,8760.6%MedicalMSMorgan Stanley$2,161,725$57,438 ▲2.7%22,9580.5%FinanceTDToronto-Dominion Bank$2,122,821$11,532 ▲0.5%35,1580.5%FinanceLENLennar$2,090,073$227,702 ▼-9.8%12,1530.5%ConstructionGDGeneral Dynamics$2,025,453$883,629 ▲77.4%7,1700.5%AerospaceCRMSalesforce$1,871,533$1,871,533 ▲New Holding6,2140.5%Computer and TechnologyGILDGilead Sciences$1,851,321$3,077 ▲0.2%25,2740.5%MedicalTNLTravel + Leisure$1,851,100$523,339 ▲39.4%37,8080.5%Consumer DiscretionaryLMTLockheed Martin$1,815,052$26,384 ▲1.5%3,9900.5%AerospaceKMBKimberly-Clark$1,775,580$33,890 ▲1.9%13,7270.5%Consumer StaplesBENFranklin Resources$1,770,677$47,028 ▲2.7%62,9910.4%FinanceIPInternational Paper$1,700,421$22,476 ▲1.3%43,5780.4%Basic MaterialsDALDelta Air Lines$1,684,689$35,232 ▲2.1%35,1930.4%TransportationTSLATesla$1,681,431$810,040 ▼-32.5%9,5650.4%Auto/Tires/TrucksAMDAdvanced Micro Devices$1,656,176$3,971 ▼-0.2%9,1760.4%Computer and TechnologyMARMarriott International$1,639,510$30,277 ▲1.9%6,4980.4%Consumer DiscretionaryPLDPrologis$1,513,156$1,513,156 ▲New Holding11,6200.4%FinanceWFCWells Fargo & Company$1,496,237$37,326 ▼-2.4%25,8150.4%FinanceCOPConocoPhillips$1,493,122$26,474 ▲1.8%11,7310.4%Oils/EnergyUSFDUS Foods$1,489,464$431,004 ▲40.7%27,5980.4%Consumer StaplesPEPPepsiCo$1,486,360$822,722 ▼-35.6%8,4930.4%Consumer StaplesTGTTarget$1,477,078$24,987 ▲1.7%8,3350.4%Retail/WholesaleBKNGBooking$1,436,640$438,973 ▲44.0%3960.4%Retail/WholesaleVRTXVertex Pharmaceuticals$1,413,292$819,300 ▲137.9%3,3810.4%MedicalONOnsemi$1,407,821$736,089 ▼-34.3%19,1410.4%Computer and TechnologyLRCXLam Research$1,352,425$1,352,425 ▲New Holding1,3920.3%Computer and TechnologyCSXCSX$1,311,759$39,739 ▼-2.9%35,3860.3%TransportationEOGEOG Resources$1,299,238$10,227 ▲0.8%10,1630.3%Oils/EnergyHONHoneywell International$1,296,975$1,296,975 ▲New Holding6,3190.3%Multi-Sector ConglomeratesAPOApollo Global Management$1,294,187$1,294,187 ▲New Holding11,5090.3%FinancePAYXPaychex$1,243,360$4,175 ▲0.3%10,1250.3%Business ServicesRIORio Tinto Group$1,233,815$21,034 ▲1.7%19,3570.3%Basic MaterialsGPCGenuine Parts$1,194,138$16,267 ▲1.4%7,7080.3%Auto/Tires/TrucksKVUEKenvue$1,119,418$440,788 ▼-28.3%52,1630.3%Consumer StaplesQCOMQUALCOMM$1,050,337$1,050,337 ▲New Holding6,2040.3%Computer and TechnologyCNCCentene$1,025,027$31,470 ▼-3.0%13,0610.3%MedicalWBAWalgreens Boots Alliance$1,020,760$21,148 ▲2.1%47,0610.3%Retail/WholesaleEBAYeBay$1,020,237$21,165 ▼-2.0%19,3300.3%Retail/WholesaleGPKGraphic Packaging$1,018,353$1,018,353 ▲New Holding34,8990.3%Industrial ProductsRTXRTX$994,708$26,626 ▼-2.6%10,1990.3%AerospaceShowing largest 100 holdings. 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