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
$1.46B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1 +$41.5M
2 +$1.28M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$41.5M 2.84%
+1,695,268
2
$1.28M 0.09%
+28,500