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Type	Result	AUM ($BB)

Wellington Shields Capital Management LLC ✚
CRD #	150529
SEC #	801-70712
CIK #	0001506071
AUM	$908.7 MM (2024-03-12)
Employees	20 (65% Investors, 65% Brokers)
Phone	212-320-3000
Address	140 Broadway New York, NY 10005
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($MM) Copy

Sector	Form 13F Holdings	Cap ($MM)	Value ($MM)
	MSFT	1,918,222.4	49.8
	AAPL	2,382,844.0	29.3
	GOOG	1,482,566.4	25.4
	AMZN	1,092,997.8	18.2
	GOOGL	1,475,138.5	17.9
	BX	69,051.8	17.3
	XOM	385,508.3	15.3
	MA	309,583.1	14.0
	JPM	340,169.2	13.5
	FLO	5,544.9	11.8
View All

Holdings by Sector ($MM)

Related Firms	State	AUM ($BB)
Wellington Management Company LLP ✚	MA	1,282.7
Wellington Management International Limited ✚		101.3
Wellington Alternative Investments LLC ✚	MA	50.6
Wellington Management Japan PTE Ltd ✚		18.1
Wellington Management Hong Kong Limited ✚		11.8
Wellington Funds US LLC ✚	MA	5.0
Wellington Consulting Services Inc ✚	VA	1.2
Wellington Shields Capital Management LLC ✚	NY	0.9
Wellington Shields & Co LLC ✚	NY	0.4
Wellington-Altus USA Inc ✚		0.1
Wellington Management Singapore PTE Ltd ✚		0.0
Wellington Management Co LLP ✚	MA	0.0

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