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
$292M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$7.77M
2 +$326K
3 +$234K
4
VB icon
Vanguard Small-Cap ETF
VB
+$222K
5
KO icon
Coca-Cola
KO
+$220K

Sector Composition

1 Technology 4.93%
2 Financials 3.57%
3 Industrials 3.1%
4 Healthcare 2.99%
5 Consumer Discretionary 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,036
127
-4,757