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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 $1,049,192,933
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Akamai Technologies IncBOND
 AKAM 54,556,000 $52,941,196 5.05%
2.
Biomarin Pharmaceutical IncBOND
 BMRN 50,624,000 $47,710,344 4.55%
3.
Vishay Intertechnology IncBOND
 VSH 47,710,000 $43,097,058 4.11%
4.
On Semiconductor CorpBOND
 ON 43,835,000 $40,705,987 3.88%
5.
Uber Technologies IncBOND
 UBER 33,524,000 $39,907,526 3.8%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)