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
76
$520K 0.17%
2,955
+2
77
$486K 0.16%
7,836
78
$467K 0.15%
3,821
+1
79
$453K 0.15%
3,985
-200
80
$447K 0.15%
4,173
+329
81
$430K 0.14%
6,360
82
$426K 0.14%
7,140
83
$414K 0.13%
2,923
+414
84
$410K 0.13%
2,911
+71
85
$395K 0.13%
4,108
-66
86
$391K 0.13%
10,482
-607
87
$382K 0.12%
7,273
88
$365K 0.12%
6,436
+2
89
$362K 0.12%
2,413
-35
90
$354K 0.12%
4,838
-386
91
$352K 0.11%
5,840
92
$346K 0.11%
+5,420
93
$345K 0.11%
6,164
-200
94
$343K 0.11%
5,850
95
$342K 0.11%
2,050
+229
96
$329K 0.11%
11,178
97
$324K 0.11%
9,752
-195,261
98
$323K 0.11%
13,625
99
$322K 0.1%
932
100
$316K 0.1%
3,160
2 3
4
5 6