WAM
Wellesley Asset Management Portfolio holdings
AUM $1B
This Quarter Return
+0%
1 Year Return
+0%
3 Year Return
+0%
5 Year Return
+1.31%
10 Year Return
+0.08%
AUM
$1B
AUM Growth
+$40.6M (+4%)
Cap. Flow
–
Cap. Flow % of AUM
–
Top 10 Holdings %Top 10 Hldgs %
40.98%
Holding
75
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
No holdings matched the selected filter criteria