WF

Welch & Forbes Portfolio holdings

AUM $8.3B
1-Year Est. Return 16.99%
This Quarter Est. Return
1 Year Est. Return
+16.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.64B
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$8.45M
3
+$5.47M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.78M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.7M

Top Sells

1
+$42.1M
2
+$13.3M
3
+$7.77M
4
BSX icon
Boston Scientific
BSX
+$3.45M
5
AAPL icon
Apple
AAPL
+$3.45M

Sector Composition

1 Technology 26.09%
2 Healthcare 16.39%
3 Financials 12.87%
4 Consumer Discretionary 11.86%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$453K 0.01%
1,509
-100
277
$452K 0.01%
2,621
-57
278
$445K 0.01%
7,158
-645
279
$443K 0.01%
707
280
$439K 0.01%
1,183
-97
281
$436K 0.01%
1,236
282
$433K 0.01%
2,493
283
$431K 0.01%
+7,209
284
$430K 0.01%
3,612
-986
285
$423K 0.01%
2,650
286
$421K 0.01%
426
-55
287
$420K 0.01%
3,515
+75
288
$416K 0.01%
3,808
-381
289
$411K 0.01%
12,165
-22,754
290
$410K 0.01%
4,656
291
$404K 0.01%
4,070
-61
292
$400K 0.01%
5,965
293
$383K 0.01%
911
294
$382K 0.01%
4,344
295
$372K ﹤0.01%
686
296
$372K ﹤0.01%
1,219
297
$366K ﹤0.01%
2,046
+2
298
$363K ﹤0.01%
1,525
299
$359K ﹤0.01%
2,771
+37
300
$353K ﹤0.01%
4,400
-965
10 11
12
13 14