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Type	Result	AUM ($BB)

Wellington Shields & Co LLC ✚
CRD #	149021
SEC #	801-70755
CIK #	0001506073, 0001450943
AUM	$408.7 MM (2024-03-12)
Employees	24 (67% Investors, 83% 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	30.7
	AAPL	2,382,844.0	23.4
	LLY	301,789.7	12.3
	JPM	340,169.2	9.8
	NVDA	399,550.0	8.1
	XOM	385,508.3	7.3
	FLO	5,544.9	7.2
	GOOG	1,482,566.4	6.2
	AMZN	1,092,997.8	5.4
	ABBV	269,466.6	5.1
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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