WRIGHT INVESTORS SERVICE INC Diversified Active

CIK: 0000108572 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 2, 2021

Total Value ($000): $291,285 (100.0% shares, 0.0% debt)

Holdings (145)

AAPL APPLE INC 5.8%
Value ($000) $16,838 Shares 126,897 Est. Cost $86.66 Unrealized +35.0%
MSFT MICROSOFT CORP 5.2%
Value ($000) $15,070 Shares 67,757 Est. Cost $49.82 Unrealized +313.6%
AMZN AMAZON COM INC 3.2%
Value ($000) $9,367 Shares 2,876 Est. Cost $44.29 Unrealized +260.3%
CMCSA COMCAST CORP NEW 2.8%
Value ($000) $8,165 Shares 155,828 Est. Cost $29.78 Unrealized +39.9%
JPM JPMORGAN CHASE & CO 2.5%
Value ($000) $7,137 Shares 56,165 Est. Cost $63.81 Unrealized +53.8%
HD HOME DEPOT INC 2.4%
Value ($000) $6,989 Shares 26,310 Est. Cost $128.02 Unrealized +89.4%
GOOG ALPHABET INC 2.0%
Value ($000) $5,864 Shares 3,347 Est. Cost $42.96 Unrealized +94.9%
META FACEBOOK INC 2.0%
Value ($000) $5,858 Shares 21,446 Est. Cost $185.72 Unrealized +46.6%
BMY BRISTOL-MYERS SQUIBB CO 1.8%
Value ($000) $5,364 Shares 86,465 Est. Cost $43.13 Unrealized +16.0%
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $4,837 Shares 13,795 Est. Cost $125.62 Unrealized +145.3%
V VISA INC 1.6%
Value ($000) $4,532 Shares 20,719 Est. Cost $123.11 Unrealized +60.2%
SYF SYNCHRONY FINANCIAL 1.5%
Value ($000) $4,479 Shares 129,047 Est. Cost $26.74 Unrealized 0.0%
ABBV ABBVIE INC 1.5%
Value ($000) $4,394 Shares 41,007 Est. Cost $49.21 Unrealized +60.4%
LMT LOCKHEED MARTIN CORP 1.5%
Value ($000) $4,336 Shares 12,215 Est. Cost $186.50 Unrealized +71.0%
TGT TARGET CORP 1.5%
Value ($000) $4,309 Shares 24,411 Est. Cost $105.67 Unrealized +37.1%
AVGO BROADCOM INC 1.5%
Value ($000) $4,291 Shares 9,801 Est. Cost $25.40 Unrealized +37.1%
C CITIGROUP INC 1.4%
Value ($000) $4,161 Shares 67,492 Est. Cost $44.90 Unrealized -5.6%
KO COCA COLA CO 1.3%
Value ($000) $3,888 Shares 70,904 Est. Cost $41.33 Unrealized +7.1%
T AT&T INC 1.3%
Value ($000) $3,808 Shares 132,393 Est. Cost $15.13 Unrealized +1.7%
GOOGL ALPHABET INC 1.3%
Value ($000) $3,752 Shares 2,141 Est. Cost $44.89 Unrealized +86.0%
BLACKROCK INC 1.2%
Value ($000) $3,610 Shares 5,002 Est. Cost $460.20 Unrealized
AMAT APPLIED MATLS INC 1.2%
Value ($000) $3,382 Shares 39,186 Est. Cost $44.87 Unrealized +57.5%
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $3,338 Shares 6,393 Est. Cost $9.22 Unrealized +44.8%
MA MASTERCARD INCORPORATED 1.1%
Value ($000) $3,313 Shares 9,282 Est. Cost $185.59 Unrealized +74.2%
CVS CVS HEALTH CORP 1.1%
Value ($000) $3,126 Shares 45,760 Est. Cost $53.78 Unrealized +2.7%
COF CAPITAL ONE FINL CORP 1.0%
Value ($000) $3,040 Shares 30,755 Est. Cost $66.39 Unrealized +17.0%
PGR PROGRESSIVE CORP 1.0%
Value ($000) $3,026 Shares 30,600 Est. Cost $42.82 Unrealized +88.2%
MO ALTRIA GROUP INC 1.0%
Value ($000) $3,012 Shares 73,476 Est. Cost $27.41 Unrealized -2.6%
CACI CACI INTL INC 1.0%
Value ($000) $2,816 Shares 11,293 Est. Cost $230.36 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $2,809 Shares 7,455 Est. Cost $237.06 Unrealized +46.5%
CSCO CISCO SYS INC 0.9%
Value ($000) $2,738 Shares 61,187 Est. Cost $35.97 Unrealized -1.9%
NEE NEXTERA ENERGY INC 0.9%
Value ($000) $2,728 Shares 35,350 Est. Cost $54.99 Unrealized +19.4%
PM PHILIP MORRIS INTL INC 0.9%
Value ($000) $2,687 Shares 32,455 Est. Cost $60.77 Unrealized -0.7%
ETN EATON CORP PLC 0.9%
Value ($000) $2,637 Shares 21,951 Est. Cost $67.50 Unrealized +53.9%
LOW LOWES COS INC 0.9%
Value ($000) $2,636 Shares 16,422 Est. Cost $139.87 Unrealized +5.8%
EMR EMERSON ELEC CO 0.9%
Value ($000) $2,575 Shares 32,044 Est. Cost $55.07 Unrealized +21.3%
BAC BK OF AMERICA CORP 0.9%
Value ($000) $2,511 Shares 82,855 Est. Cost $20.53 Unrealized +15.2%
GRMN GARMIN LTD 0.9%
Value ($000) $2,497 Shares 20,867 Est. Cost $50.00 Unrealized +98.0%
INTC INTEL CORP 0.9%
Value ($000) $2,495 Shares 50,081 Est. Cost $41.95 Unrealized +4.9%
FDX FEDEX CORP 0.8%
Value ($000) $2,451 Shares 9,442 Est. Cost $251.15 Unrealized 0.0%
ELV ANTHEM INC 0.8%
Value ($000) $2,364 Shares 7,363 Est. Cost $173.51 Unrealized +64.9%
PNC PNC FINL SVCS GROUP INC 0.8%
Value ($000) $2,357 Shares 15,821 Est. Cost $82.91 Unrealized +28.4%
BABA ALIBABA GROUP HLDG LTD 0.8%
Value ($000) $2,352 Shares 10,107 Est. Cost $293.94 Unrealized
CI CIGNA CORP NEW 0.8%
Value ($000) $2,303 Shares 11,062 Est. Cost $170.07 Unrealized +5.5%
TXN TEXAS INSTRS INC 0.8%
Value ($000) $2,227 Shares 13,570 Est. Cost $73.75 Unrealized +82.5%
PYPL PAYPAL HLDGS INC 0.7%
Value ($000) $2,104 Shares 8,984 Est. Cost $167.05 Unrealized +23.7%
LABORATORY CORP AMER HLDGS 0.7%
Value ($000) $2,024 Shares 9,941 Est. Cost $203.60 Unrealized
MRK MERCK & CO. INC 0.7%
Value ($000) $1,967 Shares 24,047 Est. Cost $65.90 Unrealized -1.6%
DUK DUKE ENERGY CORP NEW 0.7%
Value ($000) $1,937 Shares 21,155 Est. Cost $61.10 Unrealized +23.9%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $1,930 Shares 22,852 Est. Cost $84.92 Unrealized -23.4%
ADBE ADOBE SYSTEMS INCORPORATED 0.7%
Value ($000) $1,909 Shares 3,817 Est. Cost $368.92 Unrealized +31.0%
DISCOVER FINL SVCS 0.6%
Value ($000) $1,859 Shares 20,533 Est. Cost $57.64 Unrealized
NFLX NETFLIX INC 0.6%
Value ($000) $1,832 Shares 3,388 Est. Cost $38.04 Unrealized +33.3%
VLO VALERO ENERGY CORP 0.6%
Value ($000) $1,795 Shares 31,724 Est. Cost $55.97 Unrealized -27.5%
WYNDHAM DESTINATIONS INC 0.6%
Value ($000) $1,742 Shares 38,841 Est. Cost $38.32 Unrealized
MET METLIFE INC 0.6%
Value ($000) $1,739 Shares 37,049 Est. Cost $34.52 Unrealized +7.2%
TD TORONTO DOMINION BK ONT 0.6%
Value ($000) $1,738 Shares 30,809 Est. Cost $51.41 Unrealized -1.4%
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value ($000) $1,713 Shares 13,606 Est. Cost $98.67 Unrealized -5.3%
BA BOEING CO 0.6%
Value ($000) $1,636 Shares 7,642 Est. Cost $180.77 Unrealized +6.3%
KMB KIMBERLY-CLARK CORP 0.6%
Value ($000) $1,615 Shares 11,975 Est. Cost $95.69 Unrealized +21.2%
AXP AMERICAN EXPRESS CO 0.6%
Value ($000) $1,615 Shares 13,359 Est. Cost $76.07 Unrealized +36.5%
ETSY ETSY INC 0.5%
Value ($000) $1,556 Shares 8,744 Est. Cost $150.38 Unrealized 0.0%
AMGN AMGEN INC 0.5%
Value ($000) $1,464 Shares 6,367 Est. Cost $108.80 Unrealized +80.4%
PPL PPL CORP 0.5%
Value ($000) $1,438 Shares 50,990 Est. Cost $22.90 Unrealized +1.2%
HUM HUMANA INC 0.5%
Value ($000) $1,366 Shares 3,330 Est. Cost $357.47 Unrealized +10.9%
USB US BANCORP DEL 0.5%
Value ($000) $1,358 Shares 29,157 Est. Cost $31.92 Unrealized +6.1%
BERRY GLOBAL GROUP INC 0.5%
Value ($000) $1,357 Shares 24,150 Est. Cost $50.75 Unrealized
ANNALY CAPITAL MANAGEMENT IN 0.5%
Value ($000) $1,341 Shares 158,724 Est. Cost $8.22 Unrealized
UNP UNION PAC CORP 0.4%
Value ($000) $1,294 Shares 6,216 Est. Cost $141.44 Unrealized +25.9%
MS MORGAN STANLEY 0.4%
Value ($000) $1,289 Shares 18,804 Est. Cost $37.71 Unrealized +29.4%
OKE ONEOK INC NEW 0.4%
Value ($000) $1,271 Shares 33,106 Est. Cost $32.68 Unrealized -23.8%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,262 Shares 8,017 Est. Cost $108.61 Unrealized +17.4%
NRG NRG ENERGY INC 0.4%
Value ($000) $1,254 Shares 33,394 Est. Cost $29.76 Unrealized -4.8%
ACTIVISION BLIZZARD INC 0.4%
Value ($000) $1,220 Shares 13,145 Est. Cost $80.59 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.4%
Value ($000) $1,185 Shares 24,206 Est. Cost $34.16 Unrealized +13.4%
ZS ZSCALER INC 0.4%
Value ($000) $1,184 Shares 5,929 Est. Cost $159.02 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $1,182 Shares 3,878 Est. Cost $193.36 Unrealized +45.3%
GPC GENUINE PARTS CO 0.4%
Value ($000) $1,174 Shares 11,687 Est. Cost $69.49 Unrealized +22.0%
WESTPAC BANKING CORP 0.4%
Value ($000) $1,145 Shares 76,854 Est. Cost $18.77 Unrealized
PAYX PAYCHEX INC 0.4%
Value ($000) $1,120 Shares 12,018 Est. Cost $49.28 Unrealized +56.1%
IP INTERNATIONAL PAPER CO 0.4%
Value ($000) $1,105 Shares 22,225 Est. Cost $30.96 Unrealized +15.8%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1,093 Shares 18,599 Est. Cost $41.34 Unrealized +6.4%
EBAY EBAY INC. 0.4%
Value ($000) $1,083 Shares 21,539 Est. Cost $46.69 Unrealized 0.0%
STLD STEEL DYNAMICS INC 0.4%
Value ($000) $1,073 Shares 29,106 Est. Cost $30.95 Unrealized +2.9%
TJX TJX COS INC NEW 0.4%
Value ($000) $1,036 Shares 15,164 Est. Cost $48.46 Unrealized +16.5%
ING ING GROEP N.V. 0.4%
Value ($000) $1,029 Shares 108,954 Est. Cost $10.60 Unrealized
LAM RESEARCH CORP 0.3%
Value ($000) $1,003 Shares 2,124 Est. Cost $331.60 Unrealized
LVS LAS VEGAS SANDS CORP 0.3%
Value ($000) $997 Shares 16,731 Est. Cost $47.37 Unrealized +7.5%
WMT WALMART INC 0.3%
Value ($000) $949 Shares 6,584 Est. Cost $38.15 Unrealized +18.6%
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value ($000) $938 Shares 4,961 Est. Cost $173.22 Unrealized -4.8%
TSN TYSON FOODS INC 0.3%
Value ($000) $921 Shares 14,297 Est. Cost $54.42 Unrealized -2.2%
QCOM QUALCOMM INC 0.3%
Value ($000) $911 Shares 5,977 Est. Cost $124.71 Unrealized 0.0%
LITE LUMENTUM HLDGS INC 0.3%
Value ($000) $892 Shares 9,408 Est. Cost $86.24 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $871 Shares 1,870 Est. Cost $462.59 Unrealized 0.0%
RIO RIO TINTO PLC 0.3%
Value ($000) $854 Shares 11,357 Est. Cost $60.78 Unrealized
EQIX EQUINIX INC 0.3%
Value ($000) $839 Shares 1,176 Est. Cost $484.80 Unrealized +39.2%
EXC EXELON CORP 0.3%
Value ($000) $817 Shares 19,371 Est. Cost $22.35 Unrealized +10.1%
COP CONOCOPHILLIPS 0.3%
Value ($000) $794 Shares 19,849 Est. Cost $32.20 Unrealized -4.6%
PKG PACKAGING CORP AMER 0.3%
Value ($000) $781 Shares 5,662 Est. Cost $62.59 Unrealized +72.2%
AES AES CORP 0.3%
Value ($000) $767 Shares 32,623 Est. Cost $13.23 Unrealized +30.4%
JEF JEFFERIES FINL GROUP INC 0.3%
Value ($000) $762 Shares 30,948 Est. Cost $17.89 Unrealized 0.0%
OHI OMEGA HEALTHCARE INVS INC 0.3%
Value ($000) $736 Shares 20,267 Est. Cost $34.89 Unrealized
CSX CSX CORP 0.3%
Value ($000) $733 Shares 8,077 Est. Cost $24.83 Unrealized +8.0%
NVR NVR INC 0.2%
Value ($000) $726 Shares 178 Est. Cost $3860.26 Unrealized +7.7%
ACA ARCOSA INC 0.2%
Value ($000) $714 Shares 12,994 Est. Cost $31.02 Unrealized +62.0%
LKQ LKQ CORP 0.2%
Value ($000) $678 Shares 19,259 Est. Cost $26.47 Unrealized +16.0%
BBY BEST BUY INC 0.2%
Value ($000) $673 Shares 6,737 Est. Cost $81.81 Unrealized +9.9%
RS RELIANCE STEEL & ALUMINUM CO 0.2%
Value ($000) $659 Shares 5,504 Est. Cost $111.96 Unrealized +3.2%
TDS TELEPHONE & DATA SYS INC 0.2%
Value ($000) $656 Shares 35,317 Est. Cost $18.38 Unrealized 0.0%
MCK MCKESSON CORP 0.2%
Value ($000) $648 Shares 3,725 Est. Cost $161.42 Unrealized 0.0%
ALL ALLSTATE CORP 0.2%
Value ($000) $634 Shares 5,769 Est. Cost $87.15 Unrealized -0.6%
BP BP PLC 0.2%
Value ($000) $616 Shares 30,019 Est. Cost $36.86 Unrealized
FTNT FORTINET INC 0.2%
Value ($000) $611 Shares 4,115 Est. Cost $21.67 Unrealized +16.6%
TER TERADYNE INC 0.2%
Value ($000) $608 Shares 5,068 Est. Cost $65.50 Unrealized +52.8%
CCK CROWN HLDGS INC 0.2%
Value ($000) $581 Shares 5,801 Est. Cost $58.32 Unrealized +49.7%
TXG 10X GENOMICS INC 0.2%
Value ($000) $577 Shares 4,078 Est. Cost $104.97 Unrealized +38.2%
APTIV PLC 0.2%
Value ($000) $542 Shares 4,167 Est. Cost $77.92 Unrealized
PRG PROG HOLDINGS INC 0.2%
Value ($000) $542 Shares 10,065 Est. Cost $50.05 Unrealized 0.0%
FMC FMC CORP 0.2%
Value ($000) $525 Shares 4,573 Est. Cost $92.26 Unrealized +2.7%
TKR TIMKEN CO 0.2%
Value ($000) $505 Shares 6,528 Est. Cost $51.62 Unrealized +31.9%
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $486 Shares 12,099 Est. Cost $55.65 Unrealized -36.4%
LINDE PLC 0.2%
Value ($000) $478 Shares 1,817 Est. Cost $263.07 Unrealized
YUMC YUM CHINA HLDGS INC 0.2%
Value ($000) $477 Shares 8,362 Est. Cost $56.16 Unrealized 0.0%
JACOBS ENGR GROUP INC 0.2%
Value ($000) $475 Shares 4,359 Est. Cost $87.92 Unrealized
CSL CARLISLE COS INC 0.2%
Value ($000) $457 Shares 2,926 Est. Cost $112.44 Unrealized +17.8%
MPT MEDICAL PPTYS TRUST INC 0.2%
Value ($000) $450 Shares 20,665 Est. Cost $20.29 Unrealized
EA ELECTRONIC ARTS INC 0.2%
Value ($000) $447 Shares 3,115 Est. Cost $114.88 Unrealized +9.2%
CYRUSONE INC 0.2%
Value ($000) $443 Shares 6,052 Est. Cost $74.74 Unrealized
MPC MARATHON PETE CORP 0.2%
Value ($000) $440 Shares 10,634 Est. Cost $51.58 Unrealized -39.3%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $433 Shares 7,435 Est. Cost $53.08 Unrealized -7.0%
OI O-I GLASS INC 0.1%
Value ($000) $415 Shares 34,911 Est. Cost $10.99 Unrealized +3.8%
DE DEERE & CO 0.1%
Value ($000) $403 Shares 1,499 Est. Cost $179.78 Unrealized +29.1%
VST VISTRA CORP 0.1%
Value ($000) $395 Shares 20,071 Est. Cost $20.57 Unrealized -19.1%
ACM AECOM 0.1%
Value ($000) $388 Shares 7,781 Est. Cost $34.44 Unrealized +33.5%
MDU MDU RES GROUP INC 0.1%
Value ($000) $368 Shares 13,985 Est. Cost $7.32 Unrealized +9.9%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $365 Shares 755 Est. Cost $536.82 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $363 Shares 2,751 Est. Cost $110.17 Unrealized 0.0%
FNF FIDELITY NATIONAL FINANCIAL 0.1%
Value ($000) $352 Shares 9,001 Est. Cost $26.56 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $338 Shares 1,430 Est. Cost $229.44 Unrealized 0.0%
CMI CUMMINS INC 0.1%
Value ($000) $331 Shares 1,459 Est. Cost $140.19 Unrealized +41.4%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $321 Shares 4,484 Est. Cost $54.61 Unrealized +7.0%
AM ANTERO MIDSTREAM CORP 0.1%
Value ($000) $318 Shares 41,285 Est. Cost $4.46 Unrealized 0.0%
THO THOR INDS INC 0.1%
Value ($000) $283 Shares 3,042 Est. Cost $84.41 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $266 Shares 1,186 Est. Cost $201.07 Unrealized -0.7%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $230 Shares 313 Est. Cost $171.57 Unrealized +32.1%