WRIGHT INVESTORS SERVICE INC Diversified Active

CIK: 0000108572 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 1, 2019

Total Value ($000): $233,421 (100.0% shares, 0.0% debt)

Holdings (144)

MSFT MICROSOFT CORP 5.1%
Value ($000) $11,853 Shares 116,697 Est. Cost $46.63 Unrealized +114.4%
AAPL APPLE INC 3.5%
Value ($000) $8,216 Shares 52,084 Est. Cost $27.45 Unrealized +67.6%
AMZN AMAZON COM INC 3.1%
Value ($000) $7,173 Shares 4,776 Est. Cost $40.42 Unrealized +105.7%
BA BOEING CO 2.8%
Value ($000) $6,440 Shares 19,969 Est. Cost $166.15 Unrealized +101.6%
JPM JPMORGAN CHASE & CO 2.7%
Value ($000) $6,389 Shares 65,444 Est. Cost $59.77 Unrealized +46.4%
UNH UNITEDHEALTH GROUP INC 2.7%
Value ($000) $6,289 Shares 25,244 Est. Cost $125.62 Unrealized +87.1%
CMCSA COMCAST CORP NEW 2.7%
Value ($000) $6,274 Shares 184,264 Est. Cost $27.34 Unrealized +11.3%
PGR PROGRESSIVE CORP OHIO 2.5%
Value ($000) $5,833 Shares 96,682 Est. Cost $34.61 Unrealized +51.6%
HD HOME DEPOT INC 2.5%
Value ($000) $5,732 Shares 33,360 Est. Cost $100.44 Unrealized +49.7%
AXP AMERICAN EXPRESS CO 2.4%
Value ($000) $5,586 Shares 58,602 Est. Cost $76.07 Unrealized +24.9%
CVS CVS HEALTH CORP 2.2%
Value ($000) $5,067 Shares 77,335 Est. Cost $55.14 Unrealized +7.7%
WALGREENS BOOTS ALLIANCE INC 2.1%
Value ($000) $4,907 Shares 71,824 Est. Cost $68.01 Unrealized
CSCO CISCO SYS INC 1.9%
Value ($000) $4,520 Shares 104,326 Est. Cost $33.77 Unrealized +9.3%
V VISA INC 1.8%
Value ($000) $4,097 Shares 31,052 Est. Cost $110.78 Unrealized +18.6%
GOOG ALPHABET INC 1.7%
Value ($000) $4,081 Shares 3,941 Est. Cost $37.34 Unrealized +42.3%
ELV ANTHEM INC 1.7%
Value ($000) $3,993 Shares 15,204 Est. Cost $160.64 Unrealized +55.7%
AMGN AMGEN INC 1.7%
Value ($000) $3,882 Shares 19,940 Est. Cost $104.26 Unrealized +50.4%
T AT&T INC 1.5%
Value ($000) $3,531 Shares 123,723 Est. Cost $14.31 Unrealized -2.0%
BAC BANK AMER CORP 1.5%
Value ($000) $3,497 Shares 141,941 Est. Cost $20.18 Unrealized +13.0%
ABBV ABBVIE INC 1.5%
Value ($000) $3,453 Shares 37,459 Est. Cost $45.22 Unrealized +43.3%
LMT LOCKHEED MARTIN CORP 1.4%
Value ($000) $3,359 Shares 12,827 Est. Cost $148.55 Unrealized +68.3%
PFE PFIZER INC 1.3%
Value ($000) $3,075 Shares 70,448 Est. Cost $19.78 Unrealized +51.8%
CNC CENTENE CORP DEL 1.3%
Value ($000) $2,951 Shares 25,598 Est. Cost $43.16 Unrealized +55.1%
MPC MARATHON PETE CORP 1.2%
Value ($000) $2,855 Shares 48,382 Est. Cost $51.58 Unrealized +5.2%
NEE NEXTERA ENERGY INC 1.2%
Value ($000) $2,846 Shares 16,372 Est. Cost $19.76 Unrealized +85.5%
DIS DISNEY WALT CO 1.2%
Value ($000) $2,775 Shares 25,309 Est. Cost $108.53 Unrealized +0.5%
CAT CATERPILLAR INC DEL 1.2%
Value ($000) $2,754 Shares 21,673 Est. Cost $123.86 Unrealized -10.0%
GOOGL ALPHABET INC 1.1%
Value ($000) $2,672 Shares 2,557 Est. Cost $36.60 Unrealized +46.6%
TXN TEXAS INSTRS INC 1.1%
Value ($000) $2,487 Shares 26,314 Est. Cost $71.22 Unrealized +11.1%
VMWARE INC 1.1%
Value ($000) $2,457 Shares 17,916 Est. Cost $112.00 Unrealized
MA MASTERCARD INCORPORATED 1.0%
Value ($000) $2,365 Shares 12,535 Est. Cost $146.39 Unrealized +30.4%
INTC INTEL CORP 1.0%
Value ($000) $2,338 Shares 49,817 Est. Cost $30.88 Unrealized +30.1%
WFC WELLS FARGO CO NEW 1.0%
Value ($000) $2,243 Shares 48,678 Est. Cost $44.69 Unrealized -5.9%
MO ALTRIA GROUP INC 0.8%
Value ($000) $1,876 Shares 37,993 Est. Cost $31.44 Unrealized +5.4%
WELLCARE HEALTH PLANS INC 0.8%
Value ($000) $1,831 Shares 7,756 Est. Cost $186.86 Unrealized
ROYAL DUTCH SHELL PLC 0.8%
Value ($000) $1,826 Shares 30,458 Est. Cost $63.24 Unrealized
PNC PNC FINL SVCS GROUP INC 0.8%
Value ($000) $1,821 Shares 15,577 Est. Cost $71.26 Unrealized +38.9%
PM PHILIP MORRIS INTL INC 0.8%
Value ($000) $1,814 Shares 27,174 Est. Cost $62.36 Unrealized -8.1%
C CITIGROUP INC 0.8%
Value ($000) $1,810 Shares 34,753 Est. Cost $44.76 Unrealized +10.3%
AMAT APPLIED MATLS INC 0.8%
Value ($000) $1,797 Shares 54,873 Est. Cost $40.70 Unrealized -22.1%
MET METLIFE INC 0.8%
Value ($000) $1,765 Shares 42,968 Est. Cost $34.03 Unrealized -1.1%
ACTIVISION BLIZZARD INC 0.8%
Value ($000) $1,754 Shares 37,664 Est. Cost $43.87 Unrealized
KO COCA COLA CO 0.7%
Value ($000) $1,746 Shares 36,869 Est. Cost $36.30 Unrealized +5.8%
GRMN GARMIN LTD 0.7%
Value ($000) $1,630 Shares 25,740 Est. Cost $41.38 Unrealized +32.4%
HII HUNTINGTON INGALLS INDS INC 0.7%
Value ($000) $1,609 Shares 8,450 Est. Cost $135.03 Unrealized +38.0%
EMR EMERSON ELEC CO 0.7%
Value ($000) $1,596 Shares 26,710 Est. Cost $48.82 Unrealized +16.8%
NOC NORTHROP GRUMMAN CORP 0.7%
Value ($000) $1,592 Shares 6,499 Est. Cost $193.36 Unrealized +26.9%
BBY BEST BUY INC 0.7%
Value ($000) $1,560 Shares 29,448 Est. Cost $57.17 Unrealized -13.1%
USB US BANCORP DEL 0.7%
Value ($000) $1,558 Shares 34,109 Est. Cost $31.03 Unrealized +23.4%
ALL ALLSTATE CORP 0.7%
Value ($000) $1,524 Shares 18,450 Est. Cost $75.14 Unrealized +1.0%
AVGO BROADCOM INC 0.6%
Value ($000) $1,509 Shares 5,934 Est. Cost $19.38 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $1,474 Shares 7,238 Est. Cost $182.20 Unrealized +10.9%
META FACEBOOK INC 0.6%
Value ($000) $1,449 Shares 11,053 Est. Cost $128.66 Unrealized +11.8%
RAYTHEON CO 0.6%
Value ($000) $1,449 Shares 9,444 Est. Cost $146.49 Unrealized
STLD STEEL DYNAMICS INC 0.6%
Value ($000) $1,405 Shares 46,759 Est. Cost $30.11 Unrealized +7.7%
MCD MCDONALDS CORP 0.6%
Value ($000) $1,372 Shares 7,728 Est. Cost $150.10 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $1,370 Shares 24,374 Est. Cost $34.13 Unrealized +13.1%
COP CONOCOPHILLIPS 0.6%
Value ($000) $1,361 Shares 21,838 Est. Cost $39.08 Unrealized +36.7%
VLO VALERO ENERGY CORP NEW 0.6%
Value ($000) $1,359 Shares 18,132 Est. Cost $54.17 Unrealized +21.0%
WEC WEC ENERGY GROUP INC 0.6%
Value ($000) $1,296 Shares 18,715 Est. Cost $39.45 Unrealized +41.9%
LNC LINCOLN NATL CORP IND 0.5%
Value ($000) $1,169 Shares 22,789 Est. Cost $48.85 Unrealized -9.9%
DOWDUPONT INC 0.5%
Value ($000) $1,090 Shares 20,376 Est. Cost $69.03 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,076 Shares 9,891 Est. Cost $85.81 Unrealized -1.2%
OKE ONEOK INC NEW 0.4%
Value ($000) $1,047 Shares 19,404 Est. Cost $30.68 Unrealized +28.1%
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $1,017 Shares 11,790 Est. Cost $49.51 Unrealized +29.0%
ALSN ALLISON TRANSMISSION HLDGS I 0.4%
Value ($000) $957 Shares 21,792 Est. Cost $35.83 Unrealized +15.4%
NVDA NVIDIA CORP 0.4%
Value ($000) $914 Shares 6,844 Est. Cost $3.03 Unrealized +56.4%
BIIB BIOGEN INC 0.4%
Value ($000) $911 Shares 3,027 Est. Cost $285.95 Unrealized +11.6%
TD TORONTO DOMINION BK ONT 0.4%
Value ($000) $905 Shares 18,193 Est. Cost $51.33 Unrealized +6.7%
ANADARKO PETE CORP 0.4%
Value ($000) $902 Shares 20,580 Est. Cost $58.90 Unrealized
CI CIGNA CORP NEW 0.4%
Value ($000) $893 Shares 4,701 Est. Cost $190.77 Unrealized 0.0%
MARATHON OIL CORP 0.4%
Value ($000) $879 Shares 61,311 Est. Cost $16.13 Unrealized
PRU PRUDENTIAL FINL INC 0.4%
Value ($000) $851 Shares 10,437 Est. Cost $66.29 Unrealized -2.4%
WDC WESTERN DIGITAL CORP 0.4%
Value ($000) $832 Shares 22,517 Est. Cost $41.99 Unrealized -21.2%
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $819 Shares 7,186 Est. Cost $84.53 Unrealized +2.2%
PPL PPL CORP 0.3%
Value ($000) $815 Shares 28,760 Est. Cost $23.15 Unrealized -3.8%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $794 Shares 11,635 Est. Cost $56.39 Unrealized 0.0%
LVS LAS VEGAS SANDS CORP 0.3%
Value ($000) $791 Shares 15,193 Est. Cost $46.12 Unrealized +3.4%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $788 Shares 12,592 Est. Cost $58.62 Unrealized -9.6%
BLACKROCK INC 0.3%
Value ($000) $762 Shares 1,941 Est. Cost $420.43 Unrealized
BC BRUNSWICK CORP 0.3%
Value ($000) $737 Shares 15,882 Est. Cost $46.72 Unrealized 0.0%
UGI UGI CORP NEW 0.3%
Value ($000) $735 Shares 13,776 Est. Cost $36.96 Unrealized +50.4%
CELGENE CORP 0.3%
Value ($000) $725 Shares 11,306 Est. Cost $108.92 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $679 Shares 5,261 Est. Cost $88.15 Unrealized +29.5%
GPC GENUINE PARTS CO 0.3%
Value ($000) $674 Shares 7,018 Est. Cost $63.40 Unrealized +26.9%
ETN EATON CORP PLC 0.3%
Value ($000) $673 Shares 9,806 Est. Cost $59.71 Unrealized +8.9%
CB CHUBB LIMITED 0.3%
Value ($000) $656 Shares 5,078 Est. Cost $106.79 Unrealized +7.2%
LAM RESEARCH CORP 0.3%
Value ($000) $656 Shares 4,815 Est. Cost $190.52 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.3%
Value ($000) $652 Shares 18,547 Est. Cost $34.46 Unrealized
AFL AFLAC INC 0.3%
Value ($000) $646 Shares 14,188 Est. Cost $35.01 Unrealized +7.4%
NRG NRG ENERGY INC 0.3%
Value ($000) $638 Shares 16,107 Est. Cost $31.80 Unrealized 0.0%
D DOMINION ENERGY INC 0.3%
Value ($000) $619 Shares 8,665 Est. Cost $52.11 Unrealized +2.2%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $595 Shares 3,784 Est. Cost $118.43 Unrealized +28.4%
WESTROCK CO 0.3%
Value ($000) $593 Shares 15,707 Est. Cost $55.38 Unrealized
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $583 Shares 3,625 Est. Cost $157.45 Unrealized +12.3%
MS MORGAN STANLEY 0.2%
Value ($000) $562 Shares 14,180 Est. Cost $31.64 Unrealized +10.7%
HBAN HUNTINGTON BANCSHARES INC 0.2%
Value ($000) $545 Shares 45,723 Est. Cost $10.91 Unrealized -8.8%
EL LAUDER ESTEE COS INC 0.2%
Value ($000) $523 Shares 4,021 Est. Cost $126.44 Unrealized -1.9%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $519 Shares 4,562 Est. Cost $101.44 Unrealized -13.3%
DE DEERE & CO 0.2%
Value ($000) $517 Shares 3,463 Est. Cost $131.34 Unrealized +0.3%
ALLERGAN PLC 0.2%
Value ($000) $516 Shares 3,862 Est. Cost $170.52 Unrealized
HUN HUNTSMAN CORP 0.2%
Value ($000) $500 Shares 25,928 Est. Cost $30.46 Unrealized -29.6%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $497 Shares 2,922 Est. Cost $160.11 Unrealized +5.2%
ULTA ULTA BEAUTY INC 0.2%
Value ($000) $496 Shares 2,027 Est. Cost $255.03 Unrealized +8.4%
PH PARKER HANNIFIN CORP 0.2%
Value ($000) $488 Shares 3,277 Est. Cost $148.52 Unrealized -2.1%
CMI CUMMINS INC 0.2%
Value ($000) $485 Shares 3,630 Est. Cost $117.48 Unrealized 0.0%
NORDSTROM INC 0.2%
Value ($000) $463 Shares 9,931 Est. Cost $48.42 Unrealized
ADI ANALOG DEVICES INC 0.2%
Value ($000) $461 Shares 5,373 Est. Cost $75.83 Unrealized 0.0%
TWENTY FIRST CENTY FOX INC 0.2%
Value ($000) $460 Shares 9,554 Est. Cost $48.15 Unrealized
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $428 Shares 4,617 Est. Cost $98.11 Unrealized -11.7%
VMC VULCAN MATLS CO 0.2%
Value ($000) $425 Shares 4,305 Est. Cost $95.27 Unrealized 0.0%
PAYX PAYCHEX INC 0.2%
Value ($000) $418 Shares 6,418 Est. Cost $34.88 Unrealized +57.8%
WESTPAC BKG CORP 0.2%
Value ($000) $412 Shares 23,563 Est. Cost $33.01 Unrealized
ANNALY CAP MGMT INC 0.2%
Value ($000) $387 Shares 39,437 Est. Cost $11.86 Unrealized
AVB AVALONBAY CMNTYS INC 0.1%
Value ($000) $315 Shares 1,810 Est. Cost $125.15 Unrealized +12.7%
TUPPERWARE BRANDS CORP 0.1%
Value ($000) $311 Shares 9,850 Est. Cost $66.70 Unrealized
AMERICAN CAMPUS CMNTYS INC 0.1%
Value ($000) $287 Shares 6,919 Est. Cost $41.19 Unrealized
PKG PACKAGING CORP AMER 0.1%
Value ($000) $279 Shares 3,346 Est. Cost $46.14 Unrealized +61.9%
TSN TYSON FOODS INC 0.1%
Value ($000) $278 Shares 5,210 Est. Cost $50.80 Unrealized -5.5%
SCHW SCHWAB CHARLES CORP NEW 0.1%
Value ($000) $276 Shares 6,635 Est. Cost $40.90 Unrealized 0.0%
OC OWENS CORNING NEW 0.1%
Value ($000) $271 Shares 6,164 Est. Cost $87.14 Unrealized -44.4%
PEOPLES UNITED FINANCIAL INC 0.1%
Value ($000) $267 Shares 18,547 Est. Cost $14.40 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $263 Shares 14,221 Est. Cost $21.62 Unrealized 0.0%
KNX KNIGHT SWIFT TRANSN HLDGS IN 0.1%
Value ($000) $262 Shares 10,448 Est. Cost $32.35 Unrealized -10.8%
NUE NUCOR CORP 0.1%
Value ($000) $261 Shares 5,042 Est. Cost $47.15 Unrealized +7.6%
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $259 Shares 2,614 Est. Cost $100.24 Unrealized 0.0%
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value ($000) $249 Shares 4,555 Est. Cost $12.75 Unrealized 0.0%
CCK CROWN HOLDINGS INC 0.1%
Value ($000) $247 Shares 5,932 Est. Cost $43.94 Unrealized 0.0%
M MACYS INC 0.1%
Value ($000) $246 Shares 8,276 Est. Cost $37.13 Unrealized -11.3%
KLAC KLA-TENCOR CORP 0.1%
Value ($000) $245 Shares 2,733 Est. Cost $97.03 Unrealized -13.2%
GULFPORT ENERGY CORP 0.1%
Value ($000) $245 Shares 37,394 Est. Cost $9.64 Unrealized
SEAGATE TECHNOLOGY PLC 0.1%
Value ($000) $242 Shares 6,276 Est. Cost $39.83 Unrealized
HXL HEXCEL CORP NEW 0.1%
Value ($000) $239 Shares 4,164 Est. Cost $60.31 Unrealized 0.0%
EMN EASTMAN CHEM CO 0.1%
Value ($000) $236 Shares 3,229 Est. Cost $76.04 Unrealized -18.8%
LW LAMB WESTON HLDGS INC 0.1%
Value ($000) $232 Shares 3,164 Est. Cost $40.83 Unrealized +68.3%
HAL HALLIBURTON CO 0.1%
Value ($000) $222 Shares 8,343 Est. Cost $29.13 Unrealized 0.0%
FMC F M C CORP 0.1%
Value ($000) $220 Shares 2,978 Est. Cost $56.38 Unrealized +1.9%
APTIV PLC 0.1%
Value ($000) $213 Shares 3,457 Est. Cost $61.61 Unrealized
GTX GARRETT MOTION INC 0.1%
Value ($000) $208 Shares 16,832 Est. Cost $13.59 Unrealized 0.0%
OSK OSHKOSH CORP 0.1%
Value ($000) $201 Shares 3,276 Est. Cost $59.88 Unrealized -4.8%
CYPRESS SEMICONDUCTOR CORP 0.1%
Value ($000) $166 Shares 13,036 Est. Cost $14.51 Unrealized
GTES GATES INDUSTRIAL CORPRATIN P 0.1%
Value ($000) $152 Shares 11,459 Est. Cost $17.31 Unrealized -13.2%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $128 Shares 12,450 Est. Cost $16.94 Unrealized -37.0%
BGC PARTNERS INC 0.0%
Value ($000) $83 Shares 16,141 Est. Cost $11.71 Unrealized