Wellesley Investment Partners Llc (1669733) Portfolio


Number of Companies: 66
Inflow: $3,393 K
Outflow: $-347 K
Net Flow: $3,046 K
2016-06-30: Recent SEC Filing
2016-03-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
3030 69 Intel Corp (INTC) Semiconductor Devices 7,734 New Holding 7,734 $32.80 $253 $253
3061 12 Chevron Corp (CVX) Integrated Oils 2,090 New Holding 2,090 $104.83 $219 $219
3062 63 Atandt Inc (T) Telecom Carriers 5,070 New Holding 5,070 $43.21 $219 $219
1 1 Nextera Energy Inc (NEE) Integrated Utilities 1,658 New Holding 1,658 $130.40 $216 $216
2995 32 Tjx Companies Inc (TJX) Specialty Apparel Stores 2,793 New Holding 2,793 $77.23 $215 $215
2794 5 Marsh And Mclennan Cos (MMC) Insurance Brokers 2,980 New Holding 2,980 $68.46 $204 $204
3072 34 Microsoft Corp (MSFT) Infrastructure Software 21,000 Added More 3,614 $51.17 $184 $1,074
3051 57 Gilead Sciences Inc (GILD) Biotech 7,258 Added More 1,187 $83.42 $99 $605
3079 54 Apple Inc (AAPL) Communications Equipment 7,453 Added More 811 $95.60 $77 $712
2879 26 Vf Corp (VFC) Apparel Footwear And Acc Design 8,779 Added More 1,154 $61.49 $70 $539
3075 13 Exxon Mobil Corp (XOM) Integrated Oils 11,880 Added More 690 $93.74 $64 $1,113
3057 15 Jpmorgan Chase And Co (JPM) Diversified Banks 15,877 Added More 1,005 $62.14 $62 $986
175 2 3m Co (MMM) Containers And Packaging 5,261 Added More 356 $175.12 $62 $921
2694 34 Handr Block Inc (HRB) Professional Services 19,607 Added More 2,696 $23.00 $62 $450
2956 32 Dominion Resources Incva (D) Integrated Utilities 10,732 Added More 793 $77.93 $61 $836
2924 6 Cardinal Health Inc (CAH) Health Care Supply Chain 6,791 Added More 773 $78.01 $60 $529
3001 7 Raytheon Company (RTN) Defense Primes 2,935 Added More 400 $135.95 $54 $399
2977 67 Qualcomm Inc (QCOM) Semiconductor Devices 11,178 Added More 970 $53.57 $51 $598
480 3 Phillips 66 (PSX) Refining And Marketing 6,025 Added More 635 $79.34 $50 $478
3058 62 Verizon Communications Inc (VZ) Telecom Carriers 20,157 Added More 868 $55.84 $48 $1,125
3047 19 Honeywell International Inc (HON) Comml And Res Bldg Equip And Sys 6,947 Added More 410 $116.32 $47 $808
2661 28 Lyondellbasell Indu-Cl A (LYB) Basic And Diversified Chemicals 7,709 Added More 640 $74.42 $47 $573
3037 33 Mastercard Inc-Class A (MA) Consumer Finance 7,026 Added More 532 $88.06 $46 $618
2979 53 Cisco Systems Inc (CSCO) Communications Equipment 10,976 Added More 1,602 $28.69 $45 $314
111 1 Johnson Controls Inc (JCI) Auto Parts 15,646 Added More 1,020 $44.26 $45 $692
2425 16 Invesco Ltd (IVZ) Investment Management 19,956 Added More 1,754 $25.54 $44 $509
3059 25 Pepsico Inc (PEP) Beverages 8,241 Added More 404 $105.94 $42 $873
2690 18 Anheuser-Busch Inbev (BUD) Beverages 5,205 Added More 309 $131.68 $40 $685
238 1 Eaton Corp Plc (ETN) Electrical Power Equipment 6,583 Added More 639 $59.73 $38 $393
3076 10 Johnson And Johnson (JNJ) Large Pharma 5,642 Added More 313 $121.30 $37 $684
2971 79 Occidental Petroleum Corp (OXY) Exploration And Production 4,595 Added More 500 $75.56 $37 $347
502 2 Agrium Inc (AGU) Agricultural Chemicals 8,536 Added More 414 $90.42 $37 $771
3019 8 Union Pacific Corp (UNP) Rail Freight 8,730 Added More 426 $87.25 $37 $761
2839 61 Telus Corp (TU) Telecom Carriers 15,705 Added More 1,152 $32.20 $37 $505
315 3 National Grid Plc (NGG) Utility Networks 7,745 Added More 493 $74.33 $36 $575
3056 27 Boeing Cothe (BA) Aircraft And Parts 5,662 Added More 274 $129.87 $35 $735
3064 14 Walt Disney Cothe (DIS) Entertainment Content 6,581 Added More 356 $97.82 $34 $643
2669 16 Te Connectivity Ltd (TEL) Electrical Components 12,656 Added More 609 $57.11 $34 $722
2948 269 Pnc Financial Services Group (PNC) Banks 7,336 Added More 423 $81.39 $34 $597
2759 28 Coach Inc (COH) Specialty Apparel Stores 17,397 Added More 838 $40.74 $34 $708
3070 18 Home Depot Inc (HD) Home Products Stores 5,238 Added More 267 $127.69 $34 $668
2901 3 Mattel Inc (MAT) Toys And Games 14,366 Added More 1,038 $31.29 $32 $449
2159 4 Broadridge Financial Solutio (BR) Payment And Data Processors 11,916 Added More 490 $65.20 $31 $776
2555 57 Microchip Technology Inc (MCHP) Semiconductor Devices 14,743 Added More 624 $50.76 $31 $748
2861 30 Abbott Laboratories (ABT) Life Science Equipment 18,963 Added More 620 $39.31 $24 $745
2620 48 Helmerich And Payne (HP) Oil And Gas Services And Equip 5,572 Added More 362 $67.13 $24 $374
2955 7 Automatic Data Processing (ADP) Payment And Data Processors 5,399 Added More 233 $91.87 $21 $496
3029 24 Coca-Cola Cothe (KO) Beverages 4,863 Added More 400 $45.33 $18 $220
3050 14 Wells Fargo And Co (WFC) Diversified Banks 5,258 Added More 251 $47.33 $11 $248
3020 26 United Technologies Corp (UTX) Aircraft And Parts 4,010 Added More 81 $102.55 $8 $411
80 1 Accenture Plc-Cl A (ACN) It Services 7,700 Added More 69 $113.29 $7 $872
3068 39 Mcdonalds Corp (MCD) Restaurants 5,358 Added More 48 $120.34 $5 $644
3023 7 Merck And Co Inc (MRK) Large Pharma 4,669 Added More 86 $57.61 $4 $268
2906 16 Valero Energy Corp (VLO) Refining And Marketing 4,325 No Change 0 $51.00 $0 $220
3018 33 Danaher Corp (DHR) Life Science Equipment 2,846 No Change 0 $101.00 $0 $287
3040 9 Abbvie Inc (ABBV) Large Pharma 5,253 No Change 0 $61.91 $0 $325
2851 123 General Growth Properties (GGP) Reit 10,000 No Change 0 $29.82 $0 $298
2954 29 Stryker Corp (SYK) Medical Devices 2,365 No Change 0 $119.83 $0 $283
2944 1 Emerson Electric Co (EMR) Industrial Automation Controls 5,451 No Change 0 $52.16 $0 $284
3032 17 Cvs Health Corp (CVS) Food And Drug Stores 8,045 No Change 0 $95.74 $0 $770
2687 17 Howard Hughes Corpthe (HHC) Real Estate Owners And Developers 2,147 No Change 0 $114.32 $0 $245
3031 8 Pfizer Inc (PFE) Large Pharma 22,866 Sold Some -238 $35.21 $-8 $805
3016 38 Starbucks Corp (SBUX) Restaurants 5,922 Sold Some -950 $57.12 $-54 $338
3077 22 Procter And Gamble Cothe (PG) Household Products 5,593 Sold Some -837 $84.67 $-70 $473
3049 6 General Electric Co (GE) Electrical Power Equipment 24,406 Sold Some -3,050 $31.48 $-96 $768
3014 6 Bristol-Myers Squibb Co (BMY) Large Pharma 4,611 Sold Some -1,600 $73.55 $-117 $339