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
$307M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.87M
3
+$3.42M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.36M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.32M

Top Sells

1
+$6.49M
2
+$3.73M
3
+$1.49M
4
XOM icon
Exxon Mobil
XOM
+$777K
5
NLSN
Nielsen Holdings plc
NLSN
+$688K

Sector Composition

1 Technology 5.52%
2 Financials 3.82%
3 Industrials 3.55%
4 Healthcare 3.44%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 0.53%
20,541
+4,253
27
$1.56M 0.51%
37,449
+1,416
28
$1.54M 0.5%
21,439
+520
29
$1.54M 0.5%
7,438
+143
30
$1.53M 0.5%
13,128
+485
31
$1.51M 0.49%
27,747
+828
32
$1.48M 0.48%
16,786
+2,884
33
$1.47M 0.48%
30,201
+552
34
$1.45M 0.47%
10,964
-739
35
$1.44M 0.47%
16,322
-1,157
36
$1.42M 0.46%
8,899
+29
37
$1.34M 0.44%
15,266
+421
38
$1.31M 0.43%
15,803
+316
39
$1.28M 0.42%
6,159
+336
40
$1.27M 0.41%
11,233
-14
41
$1.19M 0.39%
8,933
+121
42
$1.18M 0.38%
15,261
+1,993
43
$1.17M 0.38%
30,344
+1,375
44
$1.17M 0.38%
9,009
+4,435
45
$1.16M 0.38%
11,295
+351
46
$1.15M 0.38%
19,955
+1,290
47
$1.14M 0.37%
13,214
-211
48
$1.13M 0.37%
6,759
+214
49
$1.09M 0.35%
9,732
+366
50
$1.08M 0.35%
21,413
+596
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