StockDriftsStockDriftsTop 33 Wellesley Asset Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VSH | VSH US | 4.15% | 41.31M | $39.6M | +5.98%(+2.33M) | $20.62(+122.71%) | 2026-03-31 | |
| PCG | PCG US | 3.73% | 34.09M | $35.5M | -7.87%(-2.91M) | $16.86(+1.10%) | 2026-03-31 | |
| AKAM | AKAM US | 3.56% | 29.00M | $33.9M | -1.34%(-393.00K) | $81.90(+38.18%) | 2026-03-31 | |
| GBX | GBX US | 3.47% | 28.47M | $33.0M | -14.88%(-4.98M) | $36.07(+31.79%) | 2026-03-31 | |
| MTH | MTH US | 3.45% | 33.97M | $32.9M | -0.50%(-172.00K) | $68.67(+19.20%) | 2026-03-31 | |
| ON | ON US | 3.36% | 32.59M | $32.0M | -1.10%(-364.00K) | $73.41(+24.26%) | 2026-03-31 | |
| FOUR | FOUR US | 3.1% | 31.39M | $29.5M | -0.14%(-44.00K) | $80.51(-36.22%) | 2026-03-31 | |
| GPN | GPN US | 2.81% | 32.11M | $26.7M | +19.63%(+5.27M) | $95.94(-18.04%) | 2026-03-31 | |
| NVST | NVST US | 2.67% | 25.42M | $25.4M | new | $23.54(+17.37%) | 2026-03-31 | |
| WGO | WGO US | 2.52% | 26.52M | $24.0M | -3.44%(-946.00K) | $39.69(-21.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.96% | +9.15% |
| Top 20 Holdings Unweighted | +3.45% | +10.72% |
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