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
Cap. Flow
Cap. Flow %
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