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
$290M
AUM Growth
-$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$3.63M
2 +$1.59M
3 +$951K
4
TJX icon
TJX Companies
TJX
+$783K
5
XEL icon
Xcel Energy
XEL
+$744K

Top Sells

1 +$1.08M
2 +$988K
3 +$978K
4
CFG icon
Citizens Financial Group
CFG
+$913K
5
GM icon
General Motors
GM
+$892K

Sector Composition

1 Technology 3.93%
2 Healthcare 3.82%
3 Financials 2.66%
4 Industrials 2.34%
5 Consumer Discretionary 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-7,353
127
-30,656