WAM
Wellesley Asset Management Portfolio holdings
AUM
$1.05B
1-Year Return
0%
This Quarter Return
0%
1 Year Return
0%
3 Year Return
0%
5 Year Return
0%
10 Year Return
+0.08%
AUM
$1.05B
AUM Growth
+$46.3M
(+4.6%)
Cap. Flow
-$1B
Cap. Flow
% of AUM
-95.59%
Top 10 Holdings %
Top 10 Hldgs %
38.65%
Holding
72
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.