wright private asset management
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Contact Information
wright private asset management
440 WHEELERS FARMS ROAD
MILFORD CT 06461-1847
Business Phone: 203-783-4400 13F Sector Allocation 03/31/2013
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13F Activity for 03/31/2013
[1]Market Value: $8,620,632 [1]Prior Market Value: $6,259,265 New Purchases: 8 stocks Additional Purchases: 10 stocks Sold out of: 0 stocks Reduced holdings in: 9 stocks Top 10 Holdings %: 52.45% [1] - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification. -
13F Holdings Summary
Top 13F Holdings on 03/31/2013 Stock % of Portfolio Chevron Corp. 7.42% Pfizer Inc. 7.29% AT&T, Inc. 6.55% JPMorgan Chase & Co. 6.12% INTERNATIONAL BUSINESS MACHINES 5.8% Major new positions on 03/31/2013 Stock % of Portfolio Oracle Corp. 3.46% CVS Caremark Corporation 2.71% Consolidated Edison Inc. 2.65% Johnson & Johnson 2.53% Gilead Sciences Inc. 2.52%
View All HoldingsMajor positions closed on 03/31/2013 Stock Prior % of Portfolio -
Recent SEC Filings
Recent filings Form 13F-HR 2013-04-16 Form 13F-HR 2013-01-31 Form 13F-HR 2012-10-26 Form 13F-HR 2012-07-30 Form 13F-HR 2012-05-03