Long-term investor
Wright Investors Service Inc. @wrightinvestorsservicein
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000108572).
Record
- Tracked since 2025-06-30 (434 days), 188 trades recorded
- Returns: week n/a · month n/a · 90 days +9.6% · 6 months +8.8% · 1 year +17.1% · all +17.1%
- Max drawdown -3.8% · Sharpe 0.94 · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 4.9% · long · since 2025-06-30
- AAPL · 4.7% · long · since 2025-06-30
- MSFT · 3.8% · long · since 2025-06-30
- GOOGL · 3.6% · long · since 2025-06-30
- AMZN · 3.4% · long · since 2025-06-30
- AMAT · 3.2% · long · since 2025-06-30
- AVGO · 3.1% · long · since 2025-06-30
- META · 2.6% · long · since 2025-06-30
- MU · 2.6% · long · since 2025-09-30
- CAT · 2.3% · long · since 2025-06-30
- JPM · 2.2% · long · since 2025-06-30
- GILD · 1.9% · long · since 2025-06-30