WIP

Wellesley Investment Partners Portfolio holdings

AUM $293M
1-Year Est. Return 8.92%
This Quarter Est. Return
1 Year Est. Return
+8.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$909K
3
+$872K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$791K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$671K

Top Sells

1
+$704K
2
+$614K
3
+$534K
4
CELG
Celgene Corp
CELG
+$226K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$153K

Sector Composition

1 Technology 4.7%
2 Financials 4.25%
3 Industrials 3.89%
4 Healthcare 3.27%
5 Consumer Discretionary 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.54%
26,754
+2,513
27
$1.41M 0.53%
9,202
+285
28
$1.37M 0.52%
14,389
+245
29
$1.32M 0.5%
8,696
+377
30
$1.31M 0.5%
6,937
+204
31
$1.27M 0.48%
19,858
+966
32
$1.23M 0.47%
11,433
+607
33
$1.23M 0.46%
8,409
+431
34
$1.23M 0.46%
8,342
+471
35
$1.22M 0.46%
20,362
+14,498
36
$1.22M 0.46%
17,577
+761
37
$1.18M 0.45%
26,812
+1,256
38
$1.17M 0.44%
27,944
+1,418
39
$1.16M 0.44%
33,656
+2,297
40
$1.15M 0.44%
10,425
+1,528
41
$1.14M 0.43%
12,359
+1,005
42
$1.12M 0.42%
11,051
+684
43
$1.11M 0.42%
12,251
+490
44
$1.1M 0.42%
6,408
+212
45
$1.1M 0.42%
7,626
+364
46
$1.1M 0.42%
9,165
+517
47
$1.1M 0.41%
28,622
+1,864
48
$1.01M 0.38%
19,419
+1,068
49
$1.01M 0.38%
12,788
+1,010
50
$949K 0.36%
16,962
+1,306
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