Wellington Shields Capital Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Wellington Shields Capital Management LLC
CRD #150529
SEC #801-70712
CIK #1506071
AUM $899.7 MM (99% Disc, 96% US)
Employees22 (64% Investors, 86% Brokers)
Phone212-320-3000
Address140 Broadway
New York, NY 10005
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
102081661240820402007201120152020
Sector Holding Cap ($MM) Value ($MM)
MSFT865,660.014.4
AAPL843,560.012.8
ILMN44,130.012.2
XOM337,850.011.2
JNJ369,000.09.7
JPM341,670.07.5
MA250,210.07.4
GOOGL819,810.07.4
EW36,060.07.0
VZ237,920.06.6
View All
Holdings by Sector ($)
0.50.40.30.20.10.02014201620182020
Related Firms State AUM ($BB)
Wellington Management Company LLP
MA 1,182.0
Wellington Management International Limited
127.1
Wellington Alternative Investments LLC
MA 45.1
Wellington Management Japan PTE Ltd
25.8
Wellington Management Singapore PTE Ltd
20.8
Wellington Management Hong Kong Limited
12.4
Wellington Funds US LLC
MA 3.3
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
Comparable Firms State AUM ($BB)
ML & R Wealth Management LLC
TX 0.9
Victoria 1522 Investments LP
CA 0.9
TFC Financial Management Inc
MA 0.9
L ROY PAPP & Associates LLP
AZ 0.9
Astraeus Advisers LLC
IL 0.9
Main Street Financial Solutions LLC
PA 0.9
Reedmark Advisors LLC
NJ 0.9
Cove Street Capital LLC
CA 0.9
Financial Advisory Consultants Inc
GA 0.9
Valley National Advisers Inc
PA 0.9
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com