WRIGHT INVESTORS SERVICE INC
CIK: 108572SEC EDGAR →
Portfolio Value
$77.0B
Holdings
148
As of
Q1 2026
New Positions
148
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB CHARLES CORP | 71,784 | $6.7B | 8.76% |
| 2 | BRISTOL-MYERS SQUIBB CO | 110,716 | $6.7B | 8.72% |
| 3 | COCA COLA CO | 63,642 | $4.8B | 6.29% |
| 4 | BANK AMERICA CORP | 92,688 | $4.5B | 5.87% |
| 5 | NEXTERA ENERGY INC | 40,322 | $3.7B | 4.86% |
| 6 | CISCO SYS INC | 46,420 | $3.6B | 4.68% |
| 7 | COMCAST CORP NEW | 101,837 | $2.9B | 3.80% |
| 8 | DELTA AIR LINES INC | 40,381 | $2.7B | 3.49% |
| 9 | EBAY INC. | 25,791 | $2.3B | 3.05% |
| 10 | BAKER HUGHES COMPANY | 36,720 | $2.2B | 2.91% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 18 | $17.9B | 23.3% |
| Healthcare | 12 | $10.3B | 13.4% |
| Consumer Defensive | 9 | $8.9B | 11.5% |
| Communication Services | 10 | $8.2B | 10.7% |
| Technology | 28 | $6.8B | 8.8% |
| Energy | 9 | $4.9B | 6.3% |
| Industrials | 20 | $4.2B | 5.4% |
| Utilities | 4 | $3.7B | 4.9% |
| Real Estate | 5 | $3.4B | 4.4% |
| Consumer Cyclical | 20 | $3.3B | 4.3% |
| Unknown | 9 | $2.7B | 3.6% |
| Basic Materials | 4 | $2.7B | 3.5% |