WRIGHT INVESTORS SERVICE INC Diversified Active

CIK: 0000108572 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 22, 2022

Total Value ($000): $402,378 (100.0% shares, 0.0% debt)

Holdings (154)

MSFT MICROSOFT CORP 5.9%
Value ($000) $23,646 Shares 76,695 Est. Cost $78.90 Unrealized +269.3%
AAPL APPLE INC 4.9%
Value ($000) $19,626 Shares 112,401 Est. Cost $96.39 Unrealized +71.0%
GOOG ALPHABET INC 2.7%
Value ($000) $10,887 Shares 3,898 Est. Cost $57.75 Unrealized +133.7%
UNH UNITEDHEALTH GROUP INC 2.4%
Value ($000) $9,713 Shares 19,047 Est. Cost $189.09 Unrealized +138.6%
AMZN AMAZON COM INC 2.2%
Value ($000) $8,978 Shares 2,754 Est. Cost $66.43 Unrealized +132.6%
JPM JPMORGAN CHASE & CO 2.2%
Value ($000) $8,915 Shares 65,393 Est. Cost $83.26 Unrealized +60.5%
BMY BRISTOL-MYERS SQUIBB CO 2.1%
Value ($000) $8,349 Shares 114,325 Est. Cost $46.41 Unrealized +22.5%
TGT TARGET CORP 2.0%
Value ($000) $7,946 Shares 37,442 Est. Cost $139.07 Unrealized +37.6%
T AT&T INC 2.0%
Value ($000) $7,865 Shares 332,832 Est. Cost $15.16 Unrealized -1.6%
CMCSA COMCAST CORP NEW 1.9%
Value ($000) $7,777 Shares 166,109 Est. Cost $31.45 Unrealized +36.2%
ORCL ORACLE CORP 1.9%
Value ($000) $7,719 Shares 93,293 Est. Cost $83.81 Unrealized -8.2%
ABBV ABBVIE INC 1.7%
Value ($000) $6,829 Shares 42,125 Est. Cost $60.84 Unrealized +107.8%
CSCO CISCO SYS INC 1.7%
Value ($000) $6,734 Shares 120,760 Est. Cost $42.18 Unrealized +19.2%
HD HOME DEPOT INC 1.6%
Value ($000) $6,536 Shares 21,834 Est. Cost $157.89 Unrealized +98.9%
GOOGL ALPHABET INC 1.6%
Value ($000) $6,255 Shares 2,249 Est. Cost $53.24 Unrealized +153.2%
CVX CHEVRON CORP NEW 1.5%
Value ($000) $6,152 Shares 37,785 Est. Cost $82.74 Unrealized +48.4%
BAC BK OF AMERICA CORP 1.5%
Value ($000) $5,906 Shares 143,280 Est. Cost $26.63 Unrealized +53.3%
META META PLATFORMS INC 1.4%
Value ($000) $5,518 Shares 24,814 Est. Cost $210.03 Unrealized +18.2%
PM PHILIP MORRIS INTL INC 1.3%
Value ($000) $5,369 Shares 57,150 Est. Cost $65.56 Unrealized +26.3%
NVDA NVIDIA CORPORATION 1.3%
Value ($000) $5,362 Shares 19,651 Est. Cost $18.18 Unrealized +37.7%
NEE NEXTERA ENERGY INC 1.2%
Value ($000) $5,018 Shares 59,246 Est. Cost $61.70 Unrealized +16.8%
C CITIGROUP INC 1.2%
Value ($000) $4,828 Shares 90,416 Est. Cost $47.85 Unrealized +11.8%
AMAT APPLIED MATLS INC 1.2%
Value ($000) $4,708 Shares 35,717 Est. Cost $52.60 Unrealized +152.6%
EMR EMERSON ELEC CO 1.1%
Value ($000) $4,501 Shares 45,907 Est. Cost $63.77 Unrealized +37.1%
AVGO BROADCOM INC 1.1%
Value ($000) $4,360 Shares 6,925 Est. Cost $25.40 Unrealized +116.9%
COP CONOCOPHILLIPS 1.1%
Value ($000) $4,275 Shares 42,749 Est. Cost $44.01 Unrealized +81.0%
PNC PNC FINL SVCS GROUP INC 1.0%
Value ($000) $4,205 Shares 22,800 Est. Cost $105.16 Unrealized +65.6%
CVS CVS HEALTH CORP 1.0%
Value ($000) $4,135 Shares 40,848 Est. Cost $55.84 Unrealized +64.8%
IBM INTERNATIONAL BUSINESS MACHS 1.0%
Value ($000) $4,024 Shares 30,948 Est. Cost $100.57 Unrealized +11.5%
DE DEERE & CO 1.0%
Value ($000) $3,949 Shares 9,507 Est. Cost $323.20 Unrealized +12.3%
MCK MCKESSON CORP 1.0%
Value ($000) $3,897 Shares 12,729 Est. Cost $194.29 Unrealized +37.2%
TNL TRAVEL PLUS LEISURE CO 0.9%
Value ($000) $3,799 Shares 65,576 Est. Cost $46.54 Unrealized +2.7%
BLACKROCK INC 0.9%
Value ($000) $3,749 Shares 4,906 Est. Cost $520.45 Unrealized
VLO VALERO ENERGY CORP 0.9%
Value ($000) $3,673 Shares 36,177 Est. Cost $57.26 Unrealized +34.4%
ACN ACCENTURE PLC IRELAND 0.9%
Value ($000) $3,623 Shares 10,741 Est. Cost $315.37 Unrealized +1.0%
ETN EATON CORP PLC 0.9%
Value ($000) $3,623 Shares 23,876 Est. Cost $79.05 Unrealized +86.4%
TD TORONTO DOMINION BK ONT 0.9%
Value ($000) $3,528 Shares 44,427 Est. Cost $56.24 Unrealized +43.3%
ELV ANTHEM INC 0.9%
Value ($000) $3,487 Shares 7,099 Est. Cost $243.33 Unrealized +77.8%
OKE ONEOK INC NEW 0.9%
Value ($000) $3,454 Shares 48,909 Est. Cost $35.40 Unrealized +47.0%
QCOM QUALCOMM INC 0.9%
Value ($000) $3,432 Shares 22,457 Est. Cost $139.45 Unrealized +10.1%
TSLA TESLA INC 0.9%
Value ($000) $3,430 Shares 3,183 Est. Cost $335.39 Unrealized -7.1%
DUK DUKE ENERGY CORP NEW 0.8%
Value ($000) $3,403 Shares 30,478 Est. Cost $67.52 Unrealized +32.1%
PFE PFIZER INC 0.8%
Value ($000) $3,251 Shares 62,797 Est. Cost $35.93 Unrealized +18.2%
BP BP PLC 0.8%
Value ($000) $3,029 Shares 103,031 Est. Cost $28.51 Unrealized
KO COCA COLA CO 0.7%
Value ($000) $2,855 Shares 46,042 Est. Cost $42.78 Unrealized +26.4%
MET METLIFE INC 0.7%
Value ($000) $2,853 Shares 40,600 Est. Cost $60.10 Unrealized 0.0%
CAT CATERPILLAR INC 0.7%
Value ($000) $2,848 Shares 12,780 Est. Cost $186.87 Unrealized +4.6%
MAR MARRIOTT INTL INC NEW 0.7%
Value ($000) $2,829 Shares 16,092 Est. Cost $151.93 Unrealized +5.5%
WALGREENS BOOTS ALLIANCE INC 0.7%
Value ($000) $2,792 Shares 62,368 Est. Cost $53.89 Unrealized
IP INTERNATIONAL PAPER CO 0.7%
Value ($000) $2,645 Shares 57,324 Est. Cost $36.81 Unrealized +5.0%
NWL NEWELL BRANDS INC 0.7%
Value ($000) $2,622 Shares 122,498 Est. Cost $20.04 Unrealized -3.5%
DAL DELTA AIR LINES INC DEL 0.7%
Value ($000) $2,617 Shares 66,131 Est. Cost $42.32 Unrealized -10.5%
EOG EOG RES INC 0.6%
Value ($000) $2,603 Shares 21,829 Est. Cost $62.36 Unrealized +49.9%
LOW LOWES COS INC 0.6%
Value ($000) $2,586 Shares 12,789 Est. Cost $154.34 Unrealized +38.2%
FDX FEDEX CORP 0.6%
Value ($000) $2,489 Shares 10,754 Est. Cost $226.89 Unrealized -4.8%
SYF SYNCHRONY FINANCIAL 0.6%
Value ($000) $2,479 Shares 71,193 Est. Cost $27.55 Unrealized +38.6%
IVZ INVESCO LTD 0.6%
Value ($000) $2,417 Shares 104,817 Est. Cost $18.56 Unrealized -0.0%
USB US BANCORP DEL 0.6%
Value ($000) $2,367 Shares 44,533 Est. Cost $36.42 Unrealized +31.3%
AMP AMERIPRISE FINL INC 0.6%
Value ($000) $2,344 Shares 7,805 Est. Cost $278.44 Unrealized +2.6%
BEN FRANKLIN RESOURCES INC 0.6%
Value ($000) $2,230 Shares 79,880 Est. Cost $22.26 Unrealized +11.8%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $2,204 Shares 4,992 Est. Cost $250.34 Unrealized +45.8%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $2,194 Shares 11,734 Est. Cost $94.51 Unrealized +81.8%
PPL PPL CORP 0.5%
Value ($000) $2,158 Shares 75,552 Est. Cost $23.26 Unrealized +6.1%
KMB KIMBERLY-CLARK CORP 0.5%
Value ($000) $2,131 Shares 17,300 Est. Cost $101.07 Unrealized +12.8%
GPC GENUINE PARTS CO 0.5%
Value ($000) $2,130 Shares 16,903 Est. Cost $80.65 Unrealized +44.0%
STLD STEEL DYNAMICS INC 0.5%
Value ($000) $2,045 Shares 24,512 Est. Cost $32.96 Unrealized +92.5%
DAR DARLING INGREDIENTS INC 0.5%
Value ($000) $1,963 Shares 24,429 Est. Cost $69.65 Unrealized 0.0%
MARATHON OIL CORP 0.5%
Value ($000) $1,934 Shares 77,013 Est. Cost $14.25 Unrealized
RIO RIO TINTO PLC 0.5%
Value ($000) $1,893 Shares 23,550 Est. Cost $68.40 Unrealized
BA BOEING CO 0.5%
Value ($000) $1,886 Shares 9,850 Est. Cost $205.94 Unrealized -2.5%
PAYX PAYCHEX INC 0.4%
Value ($000) $1,758 Shares 12,885 Est. Cost $59.24 Unrealized +85.2%
CACI CACI INTL INC 0.4%
Value ($000) $1,727 Shares 5,734 Est. Cost $245.10 Unrealized +12.6%
CTRA COTERRA ENERGY INC 0.4%
Value ($000) $1,723 Shares 63,909 Est. Cost $17.33 Unrealized +11.0%
MS MORGAN STANLEY 0.4%
Value ($000) $1,722 Shares 19,702 Est. Cost $49.68 Unrealized +70.3%
FTNT FORTINET INC 0.4%
Value ($000) $1,701 Shares 4,978 Est. Cost $32.13 Unrealized +93.5%
INTC INTEL CORP 0.4%
Value ($000) $1,697 Shares 34,250 Est. Cost $46.18 Unrealized 0.0%
BYD BOYD GAMING CORP 0.4%
Value ($000) $1,696 Shares 25,786 Est. Cost $60.14 Unrealized +3.7%
SPGI S&P GLOBAL INC 0.4%
Value ($000) $1,695 Shares 4,132 Est. Cost $418.33 Unrealized -5.8%
MRK MERCK & CO INC 0.4%
Value ($000) $1,662 Shares 20,254 Est. Cost $66.41 Unrealized +5.2%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $1,650 Shares 2,865 Est. Cost $262.26 Unrealized +91.0%
NRG NRG ENERGY INC 0.4%
Value ($000) $1,615 Shares 42,106 Est. Cost $30.32 Unrealized +15.4%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,600 Shares 9,029 Est. Cost $126.46 Unrealized +20.0%
ALL ALLSTATE CORP 0.4%
Value ($000) $1,552 Shares 11,205 Est. Cost $101.14 Unrealized +13.0%
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $1,511 Shares 7,047 Est. Cost $168.57 Unrealized +5.1%
AVB AVALONBAY CMNTYS INC 0.3%
Value ($000) $1,404 Shares 5,652 Est. Cost $178.42 Unrealized +19.2%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $1,401 Shares 28,904 Est. Cost $44.66 Unrealized +8.6%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $1,373 Shares 3,841 Est. Cost $199.54 Unrealized +76.2%
UNP UNION PAC CORP 0.3%
Value ($000) $1,256 Shares 4,598 Est. Cost $154.09 Unrealized +49.6%
LAM RESEARCH CORP 0.3%
Value ($000) $1,235 Shares 2,297 Est. Cost $537.66 Unrealized
PGR PROGRESSIVE CORP 0.3%
Value ($000) $1,204 Shares 10,559 Est. Cost $59.09 Unrealized +66.7%
ANNALY CAPITAL MANAGEMENT IN 0.3%
Value ($000) $1,188 Shares 168,684 Est. Cost $8.20 Unrealized
PHM PULTE GROUP INC 0.3%
Value ($000) $1,173 Shares 27,991 Est. Cost $47.81 Unrealized 0.0%
MO ALTRIA GROUP INC 0.3%
Value ($000) $1,145 Shares 21,910 Est. Cost $27.91 Unrealized +33.1%
SGI TEMPUR SEALY INTL INC 0.3%
Value ($000) $1,131 Shares 40,512 Est. Cost $34.91 Unrealized +5.5%
CNC CENTENE CORP DEL 0.3%
Value ($000) $1,074 Shares 12,755 Est. Cost $73.75 Unrealized +11.2%
AGCO AGCO CORP 0.3%
Value ($000) $1,038 Shares 7,109 Est. Cost $109.55 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,031 Shares 20,233 Est. Cost $41.42 Unrealized +0.2%
CB CHUBB LIMITED 0.3%
Value ($000) $1,015 Shares 4,747 Est. Cost $192.91 Unrealized 0.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $991 Shares 2,176 Est. Cost $460.57 Unrealized +4.5%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $978 Shares 9,865 Est. Cost $86.76 Unrealized 0.0%
NEM NEWMONT CORP 0.2%
Value ($000) $972 Shares 12,237 Est. Cost $54.16 Unrealized +10.9%
HCA HCA HEALTHCARE INC 0.2%
Value ($000) $961 Shares 3,835 Est. Cost $242.68 Unrealized 0.0%
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $950 Shares 10,376 Est. Cost $61.63 Unrealized -5.0%
ALSN ALLISON TRANSMISSION HLDGS I 0.2%
Value ($000) $949 Shares 24,158 Est. Cost $33.32 Unrealized +11.2%
EQIX EQUINIX INC 0.2%
Value ($000) $924 Shares 1,247 Est. Cost $497.05 Unrealized +33.7%
OHI OMEGA HEALTHCARE INVS INC 0.2%
Value ($000) $913 Shares 29,295 Est. Cost $34.43 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.2%
Value ($000) $895 Shares 18,326 Est. Cost $31.52 Unrealized +24.7%
CI CIGNA CORP NEW 0.2%
Value ($000) $870 Shares 3,631 Est. Cost $172.76 Unrealized +26.4%
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $836 Shares 6,102 Est. Cost $57.04 Unrealized +88.7%
EVR EVERCORE INC 0.2%
Value ($000) $830 Shares 7,451 Est. Cost $114.28 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO 0.2%
Value ($000) $822 Shares 17,956 Est. Cost $50.87 Unrealized -19.6%
JEF JEFFERIES FINL GROUP INC 0.2%
Value ($000) $756 Shares 22,988 Est. Cost $30.83 Unrealized -2.9%
JBLU JETBLUE AWYS CORP 0.2%
Value ($000) $709 Shares 47,412 Est. Cost $17.69 Unrealized -18.1%
AM ANTERO MIDSTREAM CORP 0.2%
Value ($000) $681 Shares 62,577 Est. Cost $6.05 Unrealized +26.5%
TSN TYSON FOODS INC 0.2%
Value ($000) $657 Shares 7,330 Est. Cost $74.72 Unrealized +7.6%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $647 Shares 5,591 Est. Cost $205.10 Unrealized -35.3%
CF CF INDS HLDGS INC 0.2%
Value ($000) $631 Shares 6,124 Est. Cost $74.27 Unrealized 0.0%
TPR TAPESTRY INC 0.2%
Value ($000) $615 Shares 16,547 Est. Cost $34.34 Unrealized 0.0%
F FORD MTR CO DEL 0.2%
Value ($000) $611 Shares 36,146 Est. Cost $14.55 Unrealized 0.0%
LKQ LKQ CORP 0.2%
Value ($000) $611 Shares 13,460 Est. Cost $43.07 Unrealized +7.3%
DIS DISNEY WALT CO 0.2%
Value ($000) $609 Shares 4,439 Est. Cost $179.63 Unrealized -21.4%
MPT MEDICAL PPTYS TRUST INC 0.1%
Value ($000) $587 Shares 27,759 Est. Cost $20.67 Unrealized
LAD LITHIA MTRS INC 0.1%
Value ($000) $587 Shares 1,955 Est. Cost $312.17 Unrealized 0.0%
RS RELIANCE STEEL & ALUMINUM CO 0.1%
Value ($000) $581 Shares 3,170 Est. Cost $114.99 Unrealized +50.4%
MAT MATTEL INC 0.1%
Value ($000) $568 Shares 25,596 Est. Cost $22.86 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $551 Shares 9,260 Est. Cost $53.80 Unrealized +2.5%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $515 Shares 10,261 Est. Cost $51.17 Unrealized 0.0%
DECK DECKERS OUTDOOR CORP 0.1%
Value ($000) $503 Shares 1,837 Est. Cost $59.06 Unrealized -16.0%
NFLX NETFLIX INC 0.1%
Value ($000) $489 Shares 1,306 Est. Cost $41.73 Unrealized -0.2%
NVT NVENT ELECTRIC PLC 0.1%
Value ($000) $486 Shares 13,983 Est. Cost $29.12 Unrealized +13.6%
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $455 Shares 4,212 Est. Cost $96.30 Unrealized -4.8%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.1%
Value ($000) $427 Shares 8,468 Est. Cost $52.63 Unrealized 0.0%
FOOT LOCKER INC 0.1%
Value ($000) $422 Shares 14,239 Est. Cost $29.64 Unrealized
CSX CSX CORP 0.1%
Value ($000) $398 Shares 10,638 Est. Cost $29.16 Unrealized +14.8%
BLDR BUILDERS FIRSTSOURCE INC 0.1%
Value ($000) $398 Shares 6,165 Est. Cost $72.59 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $391 Shares 1,497 Est. Cost $237.33 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $387 Shares 2,108 Est. Cost $157.28 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $374 Shares 4,804 Est. Cost $83.39 Unrealized 0.0%
LEN LENNAR CORP 0.1%
Value ($000) $371 Shares 4,575 Est. Cost $92.38 Unrealized -8.0%
AZO AUTOZONE INC 0.1%
Value ($000) $366 Shares 179 Est. Cost $1954.32 Unrealized 0.0%
ETSY ETSY INC 0.1%
Value ($000) $364 Shares 2,931 Est. Cost $202.78 Unrealized -26.7%
HSY HERSHEY CO 0.1%
Value ($000) $305 Shares 1,407 Est. Cost $184.39 Unrealized 0.0%
GRMN GARMIN LTD 0.1%
Value ($000) $298 Shares 2,511 Est. Cost $145.35 Unrealized -24.2%
PVH PVH CORPORATION 0.1%
Value ($000) $281 Shares 3,676 Est. Cost $107.94 Unrealized -14.9%
CSL CARLISLE COS INC 0.1%
Value ($000) $277 Shares 1,127 Est. Cost $224.06 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $274 Shares 1,727 Est. Cost $142.52 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $245 Shares 1,010 Est. Cost $221.78 Unrealized 0.0%
IT GARTNER INC 0.1%
Value ($000) $233 Shares 783 Est. Cost $289.54 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $228 Shares 572 Est. Cost $376.42 Unrealized 0.0%
DISCOVER FINL SVCS 0.1%
Value ($000) $214 Shares 1,941 Est. Cost $60.49 Unrealized
GNTX GENTEX CORP 0.1%
Value ($000) $210 Shares 7,210 Est. Cost $35.48 Unrealized -12.4%
V VISA INC 0.1%
Value ($000) $209 Shares 944 Est. Cost $140.29 Unrealized +49.7%
NOW SERVICENOW INC 0.1%
Value ($000) $206 Shares 370 Est. Cost $112.05 Unrealized 0.0%
FFIV F5 INC 0.1%
Value ($000) $206 Shares 984 Est. Cost $209.87 Unrealized 0.0%