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Home > Institutional Investor > Wellesley Investment Advisors > Profile

Instuitional Investor - Wellesley Investment Advisors

Fund Profile
Filing Period:
Fund Name: Wellesley Investment Advisors
Portfolio Value $1,002,921,935
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Akamai Technologies IncBOND
 AKAM 52,956,000 $51,725,789 5.16%
2.
Biomarin Pharmaceutical IncBOND
 BMRN 52,084,000 $49,178,843 4.9%
3.
Ford Motor CoBOND
 F 47,875,000 $46,867,694 4.67%
4.
Vishay Intertechnology IncBOND
 VSH 49,023,000 $43,252,428 4.31%
5.
On Semiconductor CorpBOND
 ON 45,580,000 $39,147,851 3.9%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)