Grufity logo
Grufity logo

Latest Wellesley Asset Management Stock Portfolio

$952Billion | No. of Holdings #1

Wellesley Asset Management Equity Portfolio Value
Last Reported on: 11 May, 2026
$952Billion
  as of May 11, 2026

Wellesley Asset Management Annual Return Estimates Vs S&P 500

  • Performance

New Buys

Ticker$ Bought
mchp us27,714,600,000
nvst us25,406,900,000
lcii us9,925,120,000
avav us7,811,630,000
arry us6,691,720,000
jazz us5,677,640,000
so us4,460,120,000
lyv us4,449,360,000
New stocks bought by Wellesley Asset Management

Additions

Ticker% Inc.
cms us310
gwre us302
lmat us205
dbx us179
ddog us33.73
Additions to existing portfolio by Wellesley Asset Management

Reductions

Ticker% Reduced
alrm us-82.58
ppl us-57.25
livn us-51.38
akam us-51.28
bmrn us-50.17
post us-50.00
wec us-50.00
imcr us-49.7
Wellesley Asset Management reduced stake in above stock

Sold off

Ticker$ Sold
f us-66,282,800,000
spot us-35,892,500,000
jbtm us-30,285,100,000
enov us-24,793,200,000
fe us-21,316,100,000
lnt us-19,833,300,000
ora us-11,697,500,000
cswc us-7,825,710,000
Wellesley Asset Management got rid off the above stocks

Sector Distribution

  • Real Estate
Sector%
Real Estate100

Market Cap. Distribution

  • MICRO-CAP
Category%
MICRO-CAP100

Stocks belong to which Index?

  • RUSSELL 2000
Index%
RUSSELL 2000100
Top 5 Winners (%)%
RC
rc
100.8 %
Top 5 Winners ($)$
RC
rc
0.0 M
Top 5 Losers (%)%
Top 5 Losers ($)$

Wellesley Asset Management Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Wellesley Asset Management

$952.53BTotal Value
66.00Positions
11 May, 2026Last Reported
Current holdings of Current Stock Holdings of Wellesley Asset Management, last reported on 11 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change