Cabot-Wellington

Latest statistics and disclosures from Cabot-Wellington's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTI, IEFA, IEMG, VB, VT, and represent 100.00% of Cabot-Wellington's stock portfolio.
  • Added to shares of these 1 stock: IEMG (+$17M).
  • Started 1 new stock position in IEMG.
  • Reduced shares in these 3 stocks: VTI, IEFA, VB.
  • Cabot-Wellington was a net buyer of stock by $15M.
  • Cabot-Wellington has $271M in assets under management (AUM), dropping by 3.15%.
  • Central Index Key (CIK): 0001353198

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Portfolio Holdings for Cabot-Wellington

Cabot-Wellington holds 5 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 70.7 $192M 699k 274.84
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Ishares Tr Core Msci Eafe (IEFA) 21.7 $59M 777k 75.65
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Ishares Core Msci Emkt (IEMG) 6.2 $17M NEW 314k 53.97
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Vanguard Index Fds Small Cp Etf (VB) 1.3 $3.5M 16k 221.74
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $216k 1.9k 115.95
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Past Filings by Cabot-Wellington

SEC 13F filings are viewable for Cabot-Wellington going back to 2010

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