Wellington Shields Capital Management LLC

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Assets, Funds, Holdings

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Wellington Shields Capital Management LLC
CRD #150529
SEC #801-70712
CIK #1506071
AUM $899.7 MM (99% Disc, 96% US)
Employees22 (64% Investors, 86% Brokers)
Phone212-320-3000
Address140 Broadway
New York, NY 10005
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
XOM 337,850.0 15.3
AAPL 843,560.0 14.9
MSFT 865,660.0 12.6
SYY 34,120.0 11.6
PEP 163,770.0 9.5
JPM 341,670.0 9.4
JNJ 369,000.0 8.5
FB 491,090.0 8.3
AMZN 820,610.0 7.3
AMAT 36,560.0 7.3
View All
Holdings by Sector ($BB)
Related Firms State AUM ($BB)
Wellington Management Company LLP
MA
965.3
Wellington Management International Limited
103.5
Wellington Management Japan PTE Ltd
24.8
Wellington Management Singapore PTE Ltd
20.9
Wellington Alternative Investments LLC
MA
15.6
Wellington Management Hong Kong Limited
9.1
Wellington Funds US LLC
MA
1.9
Wellington Shields Capital Management LLC
NY
0.9
Wellington Consulting Services Inc
VA
0.7
Wellington Shields & Co LLC
NY
0.3
Wellington-Altus USA Inc
0.0
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