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Home > Institutional Investor > Wellington Shields Capital Management, Llc > Profile

Instuitional Investor - Wellington Shields Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Wellington Shields Capital Management, Llc
Portfolio Value $565,370,024
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 444,598 $45,605,665 8.06%
2.
Apple Inc.
 AAPL 136,043 $34,067,888 6.02%
3.
Alphabet Inc.
 GOOGL 135,989 $25,897,715 4.58%
4.
Blackstone Inc.
 BX 137,287 $23,671,096 4.18%
5.
Amazon Com Inc
 AMZN 367,023 $20,630,339 3.64%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)