WRIGHT INVESTORS SERVICE INC Diversified Active

CIK: 0000108572 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 24, 2019

Total Value ($000): $247,473 (100.0% shares, 0.0% debt)

Holdings (147)

MSFT MICROSOFT CORP 5.1%
Value ($000) $12,530 Shares 106,234 Est. Cost $46.63 Unrealized +119.4%
AAPL APPLE INC 4.1%
Value ($000) $10,054 Shares 52,928 Est. Cost $27.66 Unrealized +46.2%
AMZN AMAZON COM INC 3.1%
Value ($000) $7,666 Shares 4,305 Est. Cost $40.42 Unrealized +105.9%
CMCSA COMCAST CORP NEW 3.1%
Value ($000) $7,616 Shares 190,498 Est. Cost $27.47 Unrealized +14.8%
BA BOEING CO 2.5%
Value ($000) $6,310 Shares 16,544 Est. Cost $166.15 Unrealized +125.8%
JPM JPMORGAN CHASE & CO 2.5%
Value ($000) $6,240 Shares 61,636 Est. Cost $59.77 Unrealized +42.8%
PGR PROGRESSIVE CORP OHIO 2.4%
Value ($000) $6,024 Shares 83,558 Est. Cost $34.61 Unrealized +60.3%
AXP AMERICAN EXPRESS CO 2.4%
Value ($000) $5,904 Shares 54,021 Est. Cost $76.07 Unrealized +26.0%
CSCO CISCO SYS INC 2.3%
Value ($000) $5,717 Shares 105,896 Est. Cost $33.86 Unrealized +16.7%
UNH UNITEDHEALTH GROUP INC 2.3%
Value ($000) $5,607 Shares 22,677 Est. Cost $125.62 Unrealized +81.2%
V VISA INC 2.2%
Value ($000) $5,551 Shares 35,540 Est. Cost $114.14 Unrealized +20.4%
HD HOME DEPOT INC 2.0%
Value ($000) $5,060 Shares 26,367 Est. Cost $100.44 Unrealized +54.0%
T AT&T INC 2.0%
Value ($000) $5,002 Shares 159,505 Est. Cost $14.28 Unrealized -0.8%
INTC INTEL CORP 2.0%
Value ($000) $4,912 Shares 91,485 Est. Cost $36.78 Unrealized +19.2%
GOOG ALPHABET INC 1.7%
Value ($000) $4,198 Shares 3,578 Est. Cost $37.34 Unrealized +49.1%
BAC BANK AMER CORP 1.6%
Value ($000) $3,915 Shares 141,914 Est. Cost $20.18 Unrealized +18.4%
LMT LOCKHEED MARTIN CORP 1.6%
Value ($000) $3,852 Shares 12,832 Est. Cost $148.55 Unrealized +64.0%
MA MASTERCARD INC 1.5%
Value ($000) $3,626 Shares 15,401 Est. Cost $157.70 Unrealized +31.4%
AMGN AMGEN INC 1.4%
Value ($000) $3,508 Shares 18,464 Est. Cost $104.26 Unrealized +48.3%
DIS DISNEY WALT CO 1.4%
Value ($000) $3,396 Shares 30,586 Est. Cost $108.42 Unrealized -0.5%
C CITIGROUP INC 1.3%
Value ($000) $3,179 Shares 51,081 Est. Cost $46.04 Unrealized +5.9%
WALGREENS BOOTS ALLIANCE INC 1.3%
Value ($000) $3,108 Shares 49,123 Est. Cost $68.01 Unrealized
BBY BEST BUY INC 1.2%
Value ($000) $2,943 Shares 41,408 Est. Cost $54.44 Unrealized -12.3%
MPC MARATHON PETE CORP 1.2%
Value ($000) $2,896 Shares 48,394 Est. Cost $51.58 Unrealized -2.2%
ELV ANTHEM INC 1.2%
Value ($000) $2,873 Shares 10,009 Est. Cost $160.64 Unrealized +64.2%
VMWARE INC 1.1%
Value ($000) $2,763 Shares 15,308 Est. Cost $112.00 Unrealized
PM PHILIP MORRIS INTL INC 1.1%
Value ($000) $2,757 Shares 31,193 Est. Cost $61.55 Unrealized -8.9%
ABBV ABBVIE INC 1.1%
Value ($000) $2,719 Shares 33,735 Est. Cost $45.22 Unrealized +34.9%
PFE PFIZER INC 1.1%
Value ($000) $2,677 Shares 63,039 Est. Cost $19.78 Unrealized +47.8%
GOOGL ALPHABET INC 1.0%
Value ($000) $2,568 Shares 2,182 Est. Cost $36.60 Unrealized +53.1%
NEE NEXTERA ENERGY INC 1.0%
Value ($000) $2,446 Shares 12,650 Est. Cost $19.76 Unrealized +95.3%
CI CIGNA CORP NEW 1.0%
Value ($000) $2,392 Shares 14,873 Est. Cost $174.52 Unrealized -4.3%
TXN TEXAS INSTRS INC 1.0%
Value ($000) $2,385 Shares 22,487 Est. Cost $71.22 Unrealized +19.9%
DISCOVER FINL SVCS 1.0%
Value ($000) $2,351 Shares 33,045 Est. Cost $71.15 Unrealized
CVS CVS HEALTH CORP 0.9%
Value ($000) $2,238 Shares 41,498 Est. Cost $55.14 Unrealized -10.3%
AMAT APPLIED MATLS INC 0.9%
Value ($000) $2,178 Shares 54,928 Est. Cost $40.70 Unrealized -13.2%
GRMN GARMIN LTD 0.9%
Value ($000) $2,107 Shares 24,397 Est. Cost $41.38 Unrealized +55.2%
ROYAL DUTCH SHELL PLC 0.8%
Value ($000) $2,078 Shares 32,489 Est. Cost $63.29 Unrealized
CVX CHEVRON CORP NEW 0.8%
Value ($000) $2,037 Shares 16,536 Est. Cost $86.47 Unrealized +1.1%
LVS LAS VEGAS SANDS CORP 0.8%
Value ($000) $1,944 Shares 31,886 Est. Cost $49.46 Unrealized +6.2%
MET METLIFE INC 0.8%
Value ($000) $1,899 Shares 44,588 Est. Cost $34.06 Unrealized +2.9%
WFC WELLS FARGO CO NEW 0.8%
Value ($000) $1,883 Shares 38,969 Est. Cost $44.69 Unrealized -8.8%
CNC CENTENE CORP DEL 0.7%
Value ($000) $1,791 Shares 33,721 Est. Cost $47.38 Unrealized +28.1%
ALL ALLSTATE CORP 0.7%
Value ($000) $1,743 Shares 18,512 Est. Cost $75.14 Unrealized +2.3%
USB US BANCORP DEL 0.7%
Value ($000) $1,714 Shares 35,583 Est. Cost $31.30 Unrealized +20.1%
NOC NORTHROP GRUMMAN CORP 0.7%
Value ($000) $1,690 Shares 6,268 Est. Cost $193.36 Unrealized +26.0%
HII HUNTINGTON INGALLS INDS INC 0.7%
Value ($000) $1,670 Shares 8,059 Est. Cost $135.03 Unrealized +30.7%
CELGENE CORP 0.7%
Value ($000) $1,611 Shares 17,078 Est. Cost $103.99 Unrealized
WEC WEC ENERGY GROUP INC 0.6%
Value ($000) $1,605 Shares 20,300 Est. Cost $41.03 Unrealized +45.3%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $1,601 Shares 6,610 Est. Cost $182.20 Unrealized +8.9%
RAYTHEON CO 0.6%
Value ($000) $1,596 Shares 8,769 Est. Cost $146.49 Unrealized
VLO VALERO ENERGY CORP NEW 0.6%
Value ($000) $1,593 Shares 18,785 Est. Cost $54.45 Unrealized +14.6%
CAT CATERPILLAR INC DEL 0.6%
Value ($000) $1,570 Shares 11,587 Est. Cost $123.86 Unrealized -7.5%
STLD STEEL DYNAMICS INC 0.6%
Value ($000) $1,557 Shares 44,141 Est. Cost $30.11 Unrealized +1.8%
EMR EMERSON ELEC CO 0.6%
Value ($000) $1,550 Shares 22,637 Est. Cost $48.82 Unrealized +14.8%
OKE ONEOK INC NEW 0.6%
Value ($000) $1,439 Shares 20,601 Est. Cost $31.32 Unrealized +32.9%
LNC LINCOLN NATL CORP IND 0.5%
Value ($000) $1,335 Shares 22,737 Est. Cost $48.85 Unrealized -11.6%
ETN EATON CORP PLC 0.5%
Value ($000) $1,223 Shares 15,190 Est. Cost $62.11 Unrealized +7.0%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $1,186 Shares 8,404 Est. Cost $98.33 Unrealized -3.8%
NFLX NETFLIX INC 0.5%
Value ($000) $1,173 Shares 3,290 Est. Cost $34.67 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.5%
Value ($000) $1,165 Shares 9,494 Est. Cost $71.26 Unrealized +35.8%
ORCL ORACLE CORP 0.5%
Value ($000) $1,164 Shares 21,676 Est. Cost $46.07 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $1,146 Shares 12,736 Est. Cost $50.80 Unrealized +31.7%
PRU PRUDENTIAL FINL INC 0.4%
Value ($000) $1,085 Shares 11,810 Est. Cost $66.20 Unrealized -1.1%
MARATHON OIL CORP 0.4%
Value ($000) $1,031 Shares 61,681 Est. Cost $16.13 Unrealized
TD TORONTO DOMINION BK ONT 0.4%
Value ($000) $1,029 Shares 18,939 Est. Cost $51.48 Unrealized +7.4%
PPL PPL CORP 0.4%
Value ($000) $1,005 Shares 31,667 Est. Cost $23.14 Unrealized -0.2%
AVGO BROADCOM INC 0.4%
Value ($000) $1,002 Shares 3,331 Est. Cost $19.38 Unrealized +16.1%
KO COCA COLA CO 0.4%
Value ($000) $1,001 Shares 21,357 Est. Cost $36.30 Unrealized +4.1%
META FACEBOOK INC 0.4%
Value ($000) $995 Shares 5,971 Est. Cost $128.66 Unrealized +22.7%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $934 Shares 11,553 Est. Cost $56.39 Unrealized -1.7%
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $903 Shares 7,290 Est. Cost $84.63 Unrealized +7.9%
BLACKROCK INC 0.4%
Value ($000) $872 Shares 2,040 Est. Cost $420.77 Unrealized
ALSN ALLISON TRANSMISSION HLDGS I 0.3%
Value ($000) $837 Shares 18,630 Est. Cost $35.83 Unrealized +18.5%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $835 Shares 12,850 Est. Cost $58.47 Unrealized -13.0%
STZ CONSTELLATION BRANDS INC 0.3%
Value ($000) $821 Shares 4,682 Est. Cost $155.89 Unrealized -3.4%
ING ING GROEP N V 0.3%
Value ($000) $819 Shares 67,453 Est. Cost $12.14 Unrealized
GIS GENERAL MLS INC 0.3%
Value ($000) $816 Shares 15,754 Est. Cost $35.78 Unrealized 0.0%
GPC GENUINE PARTS CO 0.3%
Value ($000) $803 Shares 7,171 Est. Cost $63.85 Unrealized +32.7%
WELLCARE HEALTH PLANS INC 0.3%
Value ($000) $773 Shares 2,867 Est. Cost $186.86 Unrealized
ACTIVISION BLIZZARD INC 0.3%
Value ($000) $770 Shares 16,913 Est. Cost $43.87 Unrealized
AES AES CORP 0.3%
Value ($000) $768 Shares 42,482 Est. Cost $13.17 Unrealized 0.0%
MCD MCDONALDS CORP 0.3%
Value ($000) $757 Shares 3,988 Est. Cost $150.10 Unrealized +3.0%
HXL HEXCEL CORP NEW 0.3%
Value ($000) $750 Shares 10,839 Est. Cost $64.58 Unrealized +4.1%
LAM RESEARCH CORP 0.3%
Value ($000) $737 Shares 4,117 Est. Cost $190.52 Unrealized
APTIV PLC 0.3%
Value ($000) $733 Shares 9,220 Est. Cost $72.79 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $731 Shares 5,226 Est. Cost $88.15 Unrealized +25.2%
BTI BRITISH AMERN TOB PLC 0.3%
Value ($000) $718 Shares 17,216 Est. Cost $41.71 Unrealized
NRG NRG ENERGY INC 0.3%
Value ($000) $670 Shares 15,762 Est. Cost $31.80 Unrealized +8.3%
BP BP PLC 0.3%
Value ($000) $655 Shares 14,974 Est. Cost $43.74 Unrealized
BHP BHP GROUP LTD 0.3%
Value ($000) $652 Shares 11,927 Est. Cost $54.67 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $641 Shares 9,605 Est. Cost $39.08 Unrealized +35.6%
IP INTL PAPER CO 0.3%
Value ($000) $621 Shares 13,431 Est. Cost $31.79 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.2%
Value ($000) $605 Shares 1,734 Est. Cost $255.03 Unrealized +18.6%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $582 Shares 3,435 Est. Cost $118.43 Unrealized +21.3%
D DOMINION ENERGY INC 0.2%
Value ($000) $580 Shares 7,569 Est. Cost $52.11 Unrealized +3.4%
PAYX PAYCHEX INC 0.2%
Value ($000) $579 Shares 7,223 Est. Cost $37.73 Unrealized +60.2%
EL LAUDER ESTEE COS INC 0.2%
Value ($000) $569 Shares 3,435 Est. Cost $126.44 Unrealized +6.4%
BC BRUNSWICK CORP 0.2%
Value ($000) $558 Shares 11,089 Est. Cost $46.72 Unrealized -5.3%
WYNDHAM DESTINATIONS INC 0.2%
Value ($000) $554 Shares 13,687 Est. Cost $40.48 Unrealized
NVDA NVIDIA CORP 0.2%
Value ($000) $543 Shares 3,023 Est. Cost $3.03 Unrealized +27.0%
HUN HUNTSMAN CORP 0.2%
Value ($000) $530 Shares 23,535 Est. Cost $30.46 Unrealized -26.1%
BIIB BIOGEN INC 0.2%
Value ($000) $519 Shares 2,193 Est. Cost $285.95 Unrealized +10.1%
CMI CUMMINS INC 0.2%
Value ($000) $519 Shares 3,293 Est. Cost $117.48 Unrealized +7.1%
ADI ANALOG DEVICES INC 0.2%
Value ($000) $512 Shares 4,870 Est. Cost $75.83 Unrealized +16.6%
PH PARKER HANNIFIN CORP 0.2%
Value ($000) $506 Shares 2,953 Est. Cost $148.52 Unrealized +0.8%
OHI OMEGA HEALTHCARE INVS INC 0.2%
Value ($000) $486 Shares 12,732 Est. Cost $34.46 Unrealized
SPIRIT AEROSYSTEMS HLDGS INC 0.2%
Value ($000) $473 Shares 5,165 Est. Cost $91.58 Unrealized
DE DEERE & CO 0.2%
Value ($000) $473 Shares 2,960 Est. Cost $131.34 Unrealized +10.0%
VMC VULCAN MATLS CO 0.2%
Value ($000) $465 Shares 3,925 Est. Cost $95.27 Unrealized +6.8%
ADBE ADOBE INC 0.2%
Value ($000) $464 Shares 1,742 Est. Cost $252.10 Unrealized 0.0%
WESTPAC BKG CORP 0.2%
Value ($000) $454 Shares 24,532 Est. Cost $32.44 Unrealized
WYNN WYNN RESORTS LTD 0.2%
Value ($000) $435 Shares 3,642 Est. Cost $103.53 Unrealized +8.1%
MO ALTRIA GROUP INC 0.2%
Value ($000) $425 Shares 7,396 Est. Cost $31.44 Unrealized -5.5%
ANNALY CAP MGMT INC 0.2%
Value ($000) $424 Shares 42,455 Est. Cost $11.73 Unrealized
FMC F M C CORP 0.2%
Value ($000) $391 Shares 5,096 Est. Cost $58.06 Unrealized +4.1%
UNITI GROUP INC 0.2%
Value ($000) $378 Shares 33,698 Est. Cost $11.22 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $365 Shares 6,181 Est. Cost $34.13 Unrealized +14.1%
AVB AVALONBAY CMNTYS INC 0.1%
Value ($000) $361 Shares 1,798 Est. Cost $125.15 Unrealized +20.3%
BALL BALL CORP 0.1%
Value ($000) $361 Shares 6,243 Est. Cost $49.32 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $357 Shares 28,090 Est. Cost $10.91 Unrealized -10.6%
PKG PACKAGING CORP AMER 0.1%
Value ($000) $348 Shares 3,499 Est. Cost $47.49 Unrealized +62.1%
EVR EVERCORE INC 0.1%
Value ($000) $348 Shares 3,819 Est. Cost $75.30 Unrealized 0.0%
TSN TYSON FOODS INC 0.1%
Value ($000) $342 Shares 4,920 Est. Cost $50.80 Unrealized +0.3%
AMERICAN CAMPUS CMNTYS INC 0.1%
Value ($000) $323 Shares 6,782 Est. Cost $41.19 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $310 Shares 12,133 Est. Cost $21.62 Unrealized +5.0%
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $309 Shares 6,205 Est. Cost $40.77 Unrealized 0.0%
SEAGATE TECHNOLOGY PLC 0.1%
Value ($000) $309 Shares 6,451 Est. Cost $40.05 Unrealized
PEOPLES UTD FINL INC 0.1%
Value ($000) $303 Shares 18,416 Est. Cost $14.40 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $300 Shares 7,125 Est. Cost $31.64 Unrealized +7.5%
NUE NUCOR CORP 0.1%
Value ($000) $292 Shares 5,008 Est. Cost $47.15 Unrealized +7.5%
ACA ARCOSA INC 0.1%
Value ($000) $287 Shares 9,394 Est. Cost $29.80 Unrealized 0.0%
KLAC KLA-TENCOR CORP 0.1%
Value ($000) $279 Shares 2,336 Est. Cost $97.03 Unrealized +1.1%
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $278 Shares 8,549 Est. Cost $25.64 Unrealized 0.0%
CCK CROWN HOLDINGS INC 0.1%
Value ($000) $276 Shares 5,066 Est. Cost $43.94 Unrealized +11.6%
PSX PHILLIPS 66 0.1%
Value ($000) $264 Shares 2,776 Est. Cost $71.93 Unrealized 0.0%
CCL CARNIVAL CORP 0.1%
Value ($000) $264 Shares 5,194 Est. Cost $52.80 Unrealized 0.0%
TUPPERWARE BRANDS CORP 0.1%
Value ($000) $259 Shares 10,118 Est. Cost $65.61 Unrealized
OSK OSHKOSH CORP 0.1%
Value ($000) $250 Shares 3,323 Est. Cost $59.97 Unrealized +10.0%
EMN EASTMAN CHEMICAL CO 0.1%
Value ($000) $243 Shares 3,207 Est. Cost $76.04 Unrealized -18.3%
SCHW THE CHARLES SCHWAB CORPORATI 0.1%
Value ($000) $242 Shares 5,663 Est. Cost $40.90 Unrealized +0.1%
EBAY EBAY INC 0.1%
Value ($000) $233 Shares 6,266 Est. Cost $30.92 Unrealized 0.0%
CMA COMERICA INC 0.1%
Value ($000) $228 Shares 3,110 Est. Cost $57.48 Unrealized 0.0%
NORDSTROM INC 0.1%
Value ($000) $207 Shares 4,673 Est. Cost $48.42 Unrealized
CYPRESS SEMICONDUCTOR CORP 0.1%
Value ($000) $194 Shares 12,984 Est. Cost $14.51 Unrealized
GTES GATES INDUSTRIAL CORPRATIN P 0.1%
Value ($000) $162 Shares 11,280 Est. Cost $17.31 Unrealized -12.9%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $160 Shares 12,363 Est. Cost $16.94 Unrealized -34.4%