WAM

Wellesley Asset Management Portfolio holdings

AUM $999M
1-Year Est. Return 0%
This Quarter Est. Return
1 Year Est. Return
0%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.7B
AUM Growth
-$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$1.05M
2 +$1M
3 +$506K

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.05M 0.06%
+363
2
$1M 0.06%
+27
3
$506K 0.03%
+180