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
$850M
AUM Growth
-$397M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$46.4M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
0