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
126
– –
-9,023
127
– –
-1,550
2 3 4 5
6