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WAM

Wellesley Asset Management Portfolio holdings

AUM $953M
1-Year Est. Return 0%
This Fund
S&P 500
This Quarter Est. Return
0%
1 Year Est. Return
0%
3 Year Est. Return
0%
5 Year Est. Return
0%
10 Year Est. Return
+0.09%
AUM
$1.24B
AUM Growth
–
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
31.24%
Holding
92
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight

No holdings matched the selected filter criteria.

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Wellesley Asset Management's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Wellesley Asset Management, which disclosed 92 positions worth $1.24B. Its ten largest holdings account for 31% of the portfolio.

  • Wellesley Asset Management's ten largest holdings make up 31% of its $1.24B portfolio in Q2 2013.
  • Wellesley Asset Management disclosed 92 positions in Q2 2013, its first 13F filing on record.

Based on Wellesley Asset Management's 13F filing for Q2 2013, filed 13 Aug 2013.