WRIGHT INVESTORS SERVICE INC Diversified Active

Location: Shelton, CT

CIK: 0000108572 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 6, 2020

Total Value: $281M (100.0% shares, 0.0% debt)

Holdings (146)

MSFT MICROSOFT CORP 6.7%
Value $18.75M Shares 89,127 Est. Cost $49.82 Unrealized +302.9%
AAPL APPLE INC 6.3%
Value $17.65M Shares 152,383 Est. Cost $86.66 Unrealized +22.3%
AMZN AMAZON COM INC 3.9%
Value $10.82M Shares 3,438 Est. Cost $44.29 Unrealized +256.0%
HD HOME DEPOT INC 3.4%
Value $9.544M Shares 34,365 Est. Cost $128.02 Unrealized +85.6%
CMCSA COMCAST CORP NEW 2.9%
Value $8.154M Shares 176,263 Est. Cost $29.78 Unrealized +26.3%
META FACEBOOK INC 2.5%
Value $7.014M Shares 26,780 Est. Cost $185.72 Unrealized +37.9%
LMT LOCKHEED MARTIN CORP 2.2%
Value $6.225M Shares 16,243 Est. Cost $186.50 Unrealized +76.4%
V VISA INC 2.1%
Value $5.802M Shares 29,013 Est. Cost $123.11 Unrealized +56.1%
JPM JPMORGAN CHASE & CO 2.0%
Value $5.538M Shares 57,529 Est. Cost $63.81 Unrealized +33.9%
GOOG ALPHABET INC 1.9%
Value $5.396M Shares 3,672 Est. Cost $42.96 Unrealized +76.2%
BMY BRISTOL-MYERS SQUIBB CO 1.8%
Value $5.015M Shares 83,178 Est. Cost $42.86 Unrealized +13.4%
UNH UNITEDHEALTH GROUP INC 1.7%
Value $4.917M Shares 15,772 Est. Cost $125.62 Unrealized +123.8%
ABBV ABBVIE INC 1.5%
Value $4.239M Shares 48,397 Est. Cost $49.21 Unrealized +55.1%
PGR PROGRESSIVE CORP 1.5%
Value $4.104M Shares 43,349 Est. Cost $42.82 Unrealized +78.7%
MA MASTERCARD INCORPORATED 1.5%
Value $4.082M Shares 12,071 Est. Cost $185.59 Unrealized +70.1%
T AT&T INC 1.3%
Value $3.739M Shares 131,147 Est. Cost $15.13 Unrealized +2.9%
NVDA NVIDIA CORPORATION 1.3%
Value $3.689M Shares 6,816 Est. Cost $9.22 Unrealized +25.8%
AVGO BROADCOM INC 1.3%
Value $3.651M Shares 10,019 Est. Cost $25.40 Unrealized +16.7%
COST COSTCO WHSL CORP NEW 1.3%
Value $3.552M Shares 10,005 Est. Cost $237.06 Unrealized +30.4%
LOW LOWES COS INC 1.2%
Value $3.495M Shares 21,073 Est. Cost $139.87 Unrealized 0.0%
TGT TARGET CORP 1.2%
Value $3.278M Shares 20,823 Est. Cost $98.91 Unrealized +20.0%
CSCO CISCO SYS INC 1.2%
Value $3.256M Shares 82,667 Est. Cost $35.97 Unrealized +3.0%
CVS CVS HEALTH CORP 1.1%
Value $3.016M Shares 51,644 Est. Cost $53.78 Unrealized -2.6%
GOOGL ALPHABET INC 1.1%
Value $3.014M Shares 2,057 Est. Cost $43.31 Unrealized +74.6%
BABA ALIBABA GROUP HLDG LTD 1.1%
Value $2.995M Shares 10,189 Est. Cost $293.94 Unrealized
C CITIGROUP INC 1.1%
Value $2.97M Shares 68,904 Est. Cost $44.90 Unrealized -8.6%
AMAT APPLIED MATLS INC 1.0%
Value $2.928M Shares 49,246 Est. Cost $44.87 Unrealized +31.2%
INTC INTEL CORP 1.0%
Value $2.848M Shares 55,008 Est. Cost $41.95 Unrealized +10.9%
KO COCA COLA CO 1.0%
Value $2.801M Shares 56,735 Est. Cost $40.60 Unrealized +0.5%
BLACKROCK INC 1.0%
Value $2.762M Shares 4,900 Est. Cost $454.76 Unrealized
AMGN AMGEN INC 0.9%
Value $2.599M Shares 10,224 Est. Cost $108.80 Unrealized +92.6%
NEE NEXTERA ENERGY INC 0.9%
Value $2.586M Shares 9,317 Est. Cost $25.25 Unrealized +138.7%
EMR EMERSON ELEC CO 0.9%
Value $2.415M Shares 36,826 Est. Cost $55.07 Unrealized +6.7%
PM PHILIP MORRIS INTL INC 0.8%
Value $2.385M Shares 31,808 Est. Cost $60.78 Unrealized -3.2%
ELV ANTHEM INC 0.8%
Value $2.374M Shares 8,837 Est. Cost $173.51 Unrealized +44.1%
VZ VERIZON COMMUNICATIONS INC 0.8%
Value $2.341M Shares 39,341 Est. Cost $41.34 Unrealized +3.0%
GRMN GARMIN LTD 0.8%
Value $2.24M Shares 23,620 Est. Cost $50.00 Unrealized +77.6%
ETN EATON CORP PLC 0.8%
Value $2.181M Shares 21,374 Est. Cost $66.52 Unrealized +34.1%
ADBE ADOBE SYSTEMS INCORPORATED 0.8%
Value $2.162M Shares 4,408 Est. Cost $368.92 Unrealized +26.1%
NVR NVR INC 0.7%
Value $2.107M Shares 516 Est. Cost $3860.26 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.7%
Value $2.106M Shares 14,752 Est. Cost $73.75 Unrealized +58.4%
MRK MERCK & CO. INC 0.7%
Value $1.953M Shares 23,541 Est. Cost $65.93 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.7%
Value $1.924M Shares 9,767 Est. Cost $167.05 Unrealized +12.5%
CI CIGNA CORP NEW 0.7%
Value $1.917M Shares 11,318 Est. Cost $170.07 Unrealized -5.3%
CVX CHEVRON CORP NEW 0.7%
Value $1.915M Shares 26,590 Est. Cost $84.92 Unrealized -21.7%
JNJ JOHNSON & JOHNSON 0.7%
Value $1.906M Shares 12,806 Est. Cost $108.61 Unrealized +16.9%
NOC NORTHROP GRUMMAN CORP 0.7%
Value $1.861M Shares 5,899 Est. Cost $193.36 Unrealized +54.2%
MS MORGAN STANLEY 0.6%
Value $1.815M Shares 37,539 Est. Cost $37.71 Unrealized +12.8%
DUK DUKE ENERGY CORP NEW 0.6%
Value $1.813M Shares 20,467 Est. Cost $60.61 Unrealized +10.1%
BAC BK OF AMERICA CORP 0.6%
Value $1.807M Shares 75,011 Est. Cost $20.20 Unrealized +8.0%
KMB KIMBERLY CLARK CORP 0.6%
Value $1.714M Shares 11,608 Est. Cost $95.05 Unrealized +29.9%
BBY BEST BUY INC 0.6%
Value $1.703M Shares 15,302 Est. Cost $81.81 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.6%
Value $1.685M Shares 15,335 Est. Cost $82.16 Unrealized +8.0%
VLO VALERO ENERGY CORP 0.6%
Value $1.644M Shares 37,941 Est. Cost $55.97 Unrealized -23.9%
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value $1.643M Shares 13,504 Est. Cost $98.67 Unrealized -4.9%
NFLX NETFLIX INC 0.6%
Value $1.604M Shares 3,208 Est. Cost $37.33 Unrealized +33.3%
MO ALTRIA GROUP INC 0.5%
Value $1.525M Shares 39,468 Est. Cost $28.03 Unrealized -3.0%
MET METLIFE INC 0.5%
Value $1.518M Shares 40,842 Est. Cost $34.52 Unrealized -7.3%
FTNT FORTINET INC 0.5%
Value $1.505M Shares 12,777 Est. Cost $21.67 Unrealized +19.2%
AXP AMERICAN EXPRESS CO 0.5%
Value $1.474M Shares 14,699 Est. Cost $76.07 Unrealized +20.8%
PPL PPL CORP 0.5%
Value $1.377M Shares 50,599 Est. Cost $22.90 Unrealized -5.3%
TD TORONTO DOMINION BK ONT 0.5%
Value $1.376M Shares 29,756 Est. Cost $51.44 Unrealized -9.5%
GILD GILEAD SCIENCES INC 0.5%
Value $1.375M Shares 21,753 Est. Cost $53.08 Unrealized +5.7%
NRG NRG ENERGY INC 0.5%
Value $1.372M Shares 44,628 Est. Cost $29.76 Unrealized -5.3%
UNP UNION PAC CORP 0.5%
Value $1.33M Shares 6,757 Est. Cost $141.44 Unrealized +16.6%
AAP ADVANCE AUTO PARTS INC 0.4%
Value $1.264M Shares 8,235 Est. Cost $117.42 Unrealized +13.6%
WMT WALMART INC 0.4%
Value $1.235M Shares 8,828 Est. Cost $38.15 Unrealized +8.3%
DISCOVER FINL SVCS 0.4%
Value $1.232M Shares 21,314 Est. Cost $57.64 Unrealized
EQIX EQUINIX INC 0.4%
Value $1.189M Shares 1,564 Est. Cost $484.80 Unrealized +41.0%
COF CAPITAL ONE FINL CORP 0.4%
Value $1.186M Shares 16,505 Est. Cost $56.64 Unrealized +7.7%
ANNALY CAPITAL MANAGEMENT IN 0.4%
Value $1.119M Shares 157,134 Est. Cost $8.22 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.4%
Value $1.091M Shares 29,591 Est. Cost $34.16 Unrealized +3.9%
GPC GENUINE PARTS CO 0.4%
Value $1.077M Shares 11,314 Est. Cost $68.98 Unrealized +16.0%
AES AES CORP 0.4%
Value $1.058M Shares 58,396 Est. Cost $13.23 Unrealized +4.0%
USB US BANCORP DEL 0.4%
Value $1.034M Shares 28,828 Est. Cost $31.90 Unrealized -9.3%
PG PROCTER AND GAMBLE CO 0.4%
Value $1.026M Shares 7,384 Est. Cost $101.46 Unrealized +14.7%
HUM HUMANA INC 0.4%
Value $991K Shares 2,394 Est. Cost $342.19 Unrealized +11.9%
TER TERADYNE INC 0.3%
Value $978K Shares 12,309 Est. Cost $65.50 Unrealized +26.7%
PAYX PAYCHEX INC 0.3%
Value $927K Shares 11,616 Est. Cost $48.32 Unrealized +33.6%
TJX TJX COS INC NEW 0.3%
Value $917K Shares 16,483 Est. Cost $48.46 Unrealized +3.3%
WESTPAC BANKING CORP 0.3%
Value $909K Shares 75,487 Est. Cost $18.84 Unrealized
IP INTERNATIONAL PAPER CO 0.3%
Value $872K Shares 21,516 Est. Cost $30.80 Unrealized -9.2%
MNST MONSTER BEVERAGE CORP NEW 0.3%
Value $858K Shares 10,704 Est. Cost $32.65 Unrealized +21.0%
OKE ONEOK INC NEW 0.3%
Value $846K Shares 32,568 Est. Cost $32.81 Unrealized -39.2%
SNX SYNNEX CORP 0.3%
Value $781K Shares 5,575 Est. Cost $43.41 Unrealized +35.7%
AARONS INC 0.3%
Value $776K Shares 13,699 Est. Cost $56.65 Unrealized
LVS LAS VEGAS SANDS CORP 0.3%
Value $770K Shares 16,508 Est. Cost $47.32 Unrealized -3.6%
ACTIVISION BLIZZARD INC 0.3%
Value $769K Shares 9,497 Est. Cost $75.89 Unrealized
LAM RESEARCH CORP 0.3%
Value $765K Shares 2,307 Est. Cost $331.60 Unrealized
ING ING GROEP N.V. 0.3%
Value $763K Shares 107,795 Est. Cost $10.61 Unrealized
JACOBS ENGR GROUP INC 0.3%
Value $750K Shares 8,091 Est. Cost $87.92 Unrealized
EA ELECTRONIC ARTS INC 0.3%
Value $736K Shares 5,648 Est. Cost $114.88 Unrealized +15.4%
TSN TYSON FOODS INC 0.2%
Value $700K Shares 11,776 Est. Cost $54.67 Unrealized -4.2%
RNR RENAISSANCERE HLDGS LTD 0.2%
Value $700K Shares 4,122 Est. Cost $164.13 Unrealized +7.8%
WYNDHAM DESTINATIONS INC 0.2%
Value $698K Shares 22,692 Est. Cost $33.68 Unrealized
ABT ABBOTT LABS 0.2%
Value $682K Shares 6,273 Est. Cost $92.34 Unrealized 0.0%
DIS DISNEY WALT CO 0.2%
Value $670K Shares 5,398 Est. Cost $111.26 Unrealized +9.8%
RIO RIO TINTO PLC 0.2%
Value $668K Shares 11,060 Est. Cost $60.40 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.2%
Value $640K Shares 17,807 Est. Cost $67.22 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.2%
Value $602K Shares 9,951 Est. Cost $57.22 Unrealized +4.6%
PKG PACKAGING CORP AMER 0.2%
Value $600K Shares 5,500 Est. Cost $61.26 Unrealized +41.9%
OHI OMEGA HEALTHCARE INVS INC 0.2%
Value $587K Shares 19,598 Est. Cost $34.84 Unrealized
EXC EXELON CORP 0.2%
Value $579K Shares 16,188 Est. Cost $21.91 Unrealized 0.0%
ACA ARCOSA INC 0.2%
Value $576K Shares 13,058 Est. Cost $31.02 Unrealized +39.4%
LKQ LKQ CORP 0.2%
Value $574K Shares 20,696 Est. Cost $26.47 Unrealized 0.0%
BA BOEING CO 0.2%
Value $557K Shares 3,371 Est. Cost $166.25 Unrealized +2.5%
TXG 10X GENOMICS INC 0.2%
Value $553K Shares 4,433 Est. Cost $104.97 Unrealized 0.0%
ALL ALLSTATE CORP 0.2%
Value $545K Shares 5,797 Est. Cost $87.15 Unrealized -6.2%
BERRY GLOBAL GROUP INC 0.2%
Value $535K Shares 11,083 Est. Cost $44.34 Unrealized
CYRUSONE INC 0.2%
Value $533K Shares 7,598 Est. Cost $74.74 Unrealized
BP BP PLC 0.2%
Value $520K Shares 29,794 Est. Cost $36.86 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.2%
Value $519K Shares 4,864 Est. Cost $83.71 Unrealized +25.7%
GD GENERAL DYNAMICS CORP 0.2%
Value $514K Shares 3,712 Est. Cost $142.75 Unrealized -8.2%
IDXX IDEXX LABS INC 0.2%
Value $493K Shares 1,254 Est. Cost $369.71 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value $488K Shares 2,875 Est. Cost $179.27 Unrealized -12.3%
MPC MARATHON PETE CORP 0.2%
Value $478K Shares 16,307 Est. Cost $51.58 Unrealized -41.6%
APH AMPHENOL CORP NEW 0.2%
Value $460K Shares 4,249 Est. Cost $21.17 Unrealized +18.4%
COP CONOCOPHILLIPS 0.2%
Value $439K Shares 13,375 Est. Cost $32.91 Unrealized -5.2%
RS RELIANCE STEEL & ALUMINUM CO 0.2%
Value $437K Shares 4,285 Est. Cost $110.94 Unrealized -8.2%
NEM NEWMONT CORP 0.2%
Value $430K Shares 6,765 Est. Cost $43.78 Unrealized +26.0%
STLD STEEL DYNAMICS INC 0.1%
Value $415K Shares 14,497 Est. Cost $30.05 Unrealized -13.2%
CMI CUMMINS INC 0.1%
Value $415K Shares 1,963 Est. Cost $140.19 Unrealized +24.7%
ILMN ILLUMINA INC 0.1%
Value $409K Shares 1,322 Est. Cost $321.78 Unrealized +7.1%
GO GROCERY OUTLET HLDG CORP 0.1%
Value $403K Shares 10,259 Est. Cost $41.23 Unrealized 0.0%
APTIV PLC 0.1%
Value $384K Shares 4,187 Est. Cost $77.92 Unrealized
VST VISTRA CORP 0.1%
Value $381K Shares 20,171 Est. Cost $20.57 Unrealized -18.7%
DAL DELTA AIR LINES INC DEL 0.1%
Value $372K Shares 12,158 Est. Cost $55.65 Unrealized -49.6%
TOL TOLL BROTHERS INC 0.1%
Value $365K Shares 7,498 Est. Cost $40.45 Unrealized 0.0%
CSL CARLISLE COS INC 0.1%
Value $360K Shares 2,939 Est. Cost $112.44 Unrealized +2.5%
TKR TIMKEN CO 0.1%
Value $356K Shares 6,557 Est. Cost $51.62 Unrealized 0.0%
MPT MEDICAL PPTYS TRUST INC 0.1%
Value $355K Shares 20,109 Est. Cost $20.25 Unrealized
HD SUPPLY HLDGS INC 0.1%
Value $352K Shares 8,515 Est. Cost $41.34 Unrealized
ACM AECOM 0.1%
Value $350K Shares 8,368 Est. Cost $34.44 Unrealized +6.4%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value $347K Shares 6,027 Est. Cost $54.61 Unrealized -1.7%
DE DEERE & CO 0.1%
Value $333K Shares 1,506 Est. Cost $179.78 Unrealized 0.0%
MARVELL TECHNOLOGY GROUP LTD 0.1%
Value $328K Shares 8,260 Est. Cost $39.71 Unrealized
CSX CSX CORP 0.1%
Value $322K Shares 4,147 Est. Cost $22.95 Unrealized 0.0%
MDU MDU RES GROUP INC 0.1%
Value $316K Shares 14,051 Est. Cost $7.32 Unrealized 0.0%
2U INC 0.1%
Value $312K Shares 9,223 Est. Cost $33.83 Unrealized
GIS GENERAL MLS INC 0.1%
Value $308K Shares 5,003 Est. Cost $45.86 Unrealized +13.7%
FMC F M C CORP 0.1%
Value $303K Shares 2,863 Est. Cost $90.74 Unrealized 0.0%
MKSI MKS INSTRS INC 0.1%
Value $299K Shares 2,738 Est. Cost $112.47 Unrealized 0.0%
CCK CROWN HLDGS INC 0.1%
Value $298K Shares 3,878 Est. Cost $43.94 Unrealized +58.2%
AMT AMERICAN TOWER CORP NEW 0.1%
Value $288K Shares 1,191 Est. Cost $201.07 Unrealized +7.8%
OI O-I GLASS INC 0.1%
Value $252K Shares 23,750 Est. Cost $10.80 Unrealized -1.0%
SHW SHERWIN WILLIAMS CO 0.1%
Value $237K Shares 340 Est. Cost $171.57 Unrealized +21.4%