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
$1.42B
AUM Growth
-$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$41.5M
2 +$1.28M

Sector Composition

1 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
-1,695,268
2
-28,500