WRIGHT INVESTORS SERVICE INC other names

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Adviser Profile

As of Date:

03/14/2024

Adviser Type:

- Large advisory firm

Number of Employees:

20 11.11%

of those in investment advisory functions:

9 28.57%

Registration:

SEC, Approved, 2/23/1996

AUM:

1,292,546,493 -0.20%

of that, discretionary:

748,947,719 3.94%

Private Fund GAV:

0

Avg Account Size:

1,036,525 10.20%

% High Net Worth:

15.67% 31.64%

SMA’s:

YES

Private Funds:

0

Contact Info

203 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
851M 730M 608M 486M 365M 243M 122M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Top 5 2nd Quarter Trades of WRIGHT INVESTORS SERVICE INC
08/02/2022

Related Stocks: MET, T, LHX, REGN, AAPL,

gurufocus.com

Wright Investors Service Inc Buys Oracle Corp, Accenture PLC, ConocoPhillips, Sells Allstate ...
11/01/2021

Related Stocks: COP, MCK, DE, NEE, LOW, JNJ, ORCL, ACN, ETSY, REGN, SPGI, ABT, TSLA, ATVI, MKSI, CCL, AMGN, CHX,

gurufocus.com

Wright Investors Service Inc Buys Newell Brands Inc, Allstate Corp, Invesco, Sells Lockheed ...
04/29/2021

Related Stocks: ALL, CVX, IBM, PYPL, MCK, BP, NWL, IVZ, TSLA, WBA, DIS, WD5A,

gurufocus.com

Wright Investors' Service Holdings, Inc. (IWSH)
04/02/2021

Stocks open mixed: Nasdaq and S&P 500 rise as tech stocks rebound while Treasury yields retreat

Yahoo Finance

Cairn set for $1.4bn pay-out after victory in India tax dispute saga
01/04/2021

“As well, we note that the Senegal transaction has completed, with funds received from Woodside, meaning the previously announced dividend is fully covered by cash on the balance sheet.

heraldscotland.com

Private Funds

No private funds

Employees




Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
594918104 MICROSOFT CORP $24,021,849 6.00% -5.00% -11.00%
037833100 APPLE INC $15,570,926 4.00% 45.00% 18.00%
67066G104 NVIDIA CORPORATION $14,471,723 4.00% 41.00% 935.00%
023135106 AMAZON COM INC $11,875,019 3.00% 17.00% 9.00%
30303M102 META PLATFORMS INC $10,433,825 3.00% 10.00% 6.00%
437076102 HOME DEPOT INC $7,904,044 2.00% -20.00% -11.00%
00287Y109 ABBVIE INC $7,657,682 2.00% -17.00% -11.00%
038222105 APPLIED MATLS INC $5,982,110 2.00% 16.00% 2.00%
11135F101 BROADCOM INC $7,094,837 2.00% 26.00% 4.00%
191216100 COCA COLA CO $6,331,074 2.00% 4.00% 0.00%

Brochure Summary

Overview

Wright Investors’ Service, Inc. (“Wright”) is a wholly-owned subsidiary of The Winthrop Corporation (“TWC”). TWC is a wholly-owned subsidiary of Khandwala Capital Management, Inc. TWC was organized in 1955 and began providing investment advisory services under the trade name Wright Investors’ Service in 1961. Early in 1996, management of TWC decided to separate those services from its other, non-advisory activities, by forming a new subsidiary, Wright. Wright provides the following types of investment advisory services: managing the equity and fixed-income assets of individuals, corporations, municipalities, multiemployer benefit plans, endowments, foundations and trust funds, and providing sub-advisory services to bank trust departments. Wright offers discretionary investment management services to clients through several wrap programs, for which Wright does not serve as the sponsor. The client’s accounts have wrapped fees and Wright manages these accounts consistent with investment strategy select by the sponsor. Wright receives a portion of the wrap fee for providing such investment management services. As of December 31, 2023,
Wright managed $1,292,546,493 of regulatory assets of which $748,947,719 were on a discretionary basis and $543,598,774 were on a non-discretionary basis. Wright also participates in certain platforms, that lists Wright’s investment strategy models to manage their client accounts. These platforms have developed an investment management program whereby its clients will allow them to trade their assets pursuant to Wright’s investment strategy models. Wright grants these platforms a non-exclusive license to use Wright’s investment strategy models for these purposes. In addition, Wright provides mutual fund selection and monitoring services to certain clients and gets paid an asset-based fee. As of December 31, 2023, Wright’s assets under advisement totaled $112,842,890. Wright also distributes various research publications, either directly or through TWC. The reports include a suite of proprietary reports on over 46,000 companies worldwide, and the following publications and services: Wright Perspectives; Monthly Investment Report; Quarterly Investment Report; Approved Wright Investment List (AWIL); WrightFIRST and Corporateinformation.com.