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
$281M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$1.63M
3
+$967K
4
STT icon
State Street
STT
+$912K
5
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$732K

Top Sells

1
+$3.74M
2
+$971K
3
+$752K
4
OMC icon
Omnicom Group
OMC
+$707K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$581K

Sector Composition

1 Technology 4.9%
2 Financials 3.74%
3 Healthcare 3.44%
4 Industrials 3.07%
5 Consumer Discretionary 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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129
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130
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133
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134
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135
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2 3 4 5
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