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
$8.3B
AUM Growth
+$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1 +$26.3M
2 +$14.3M
3 +$12.3M
4
SNPS icon
Synopsys
SNPS
+$8.92M
5
UBER icon
Uber
UBER
+$8.66M

Top Sells

1 +$134M
2 +$14.4M
3 +$14.2M
4
PEP icon
PepsiCo
PEP
+$12.9M
5
ORLY icon
O'Reilly Automotive
ORLY
+$6.57M

Sector Composition

1 Technology 27.79%
2 Healthcare 15.42%
3 Financials 12.12%
4 Consumer Discretionary 11.58%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HIFS icon
301
Hingham Institution for Saving
HIFS
$602M
$402K ﹤0.01%
1,525
VUG icon
302
Vanguard Growth ETF
VUG
$200B
$402K ﹤0.01%
838
+27
KVUE icon
303
Kenvue
KVUE
$33B
$395K ﹤0.01%
24,345
FLOT icon
304
iShares Floating Rate Bond ETF
FLOT
$8.97B
$391K ﹤0.01%
7,650
-2,750
SMH icon
305
VanEck Semiconductor ETF
SMH
$36.2B
$389K ﹤0.01%
1,193
+75
STZ icon
306
Constellation Brands
STZ
$25B
$378K ﹤0.01%
2,806
-2,235
NFLX icon
307
Netflix
NFLX
$398B
$369K ﹤0.01%
3,080
ADSK icon
308
Autodesk
ADSK
$62.4B
$357K ﹤0.01%
1,125
AEM icon
309
Agnico Eagle Mines
AEM
$84.5B
$356K ﹤0.01%
2,111
ROK icon
310
Rockwell Automation
ROK
$45.1B
$355K ﹤0.01%
1,016
PEG icon
311
Public Service Enterprise Group
PEG
$40.2B
$355K ﹤0.01%
4,250
PPG icon
312
PPG Industries
PPG
$23.3B
$345K ﹤0.01%
3,279
-379
TEF icon
313
Telefonica
TEF
$24.1B
$344K ﹤0.01%
67,720
TAN icon
314
Invesco Solar ETF
TAN
$952M
$340K ﹤0.01%
7,800
-800
MCK icon
315
McKesson
MCK
$102B
$340K ﹤0.01%
440
+85
APH icon
316
Amphenol
APH
$159B
$340K ﹤0.01%
2,746
GL icon
317
Globe Life
GL
$11.2B
$340K ﹤0.01%
2,375
ENTG icon
318
Entegris
ENTG
$13.6B
$338K ﹤0.01%
3,659
+225
SPSM icon
319
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.4B
$336K ﹤0.01%
7,263
-222
PLTR icon
320
Palantir
PLTR
$437B
$335K ﹤0.01%
1,839
KLAC icon
321
KLA
KLAC
$161B
$331K ﹤0.01%
307
SMBC icon
322
Southern Missouri Bancorp
SMBC
$692M
$321K ﹤0.01%
6,099
NTRS icon
323
Northern Trust
NTRS
$26.4B
$320K ﹤0.01%
2,380
MORN icon
324
Morningstar
MORN
$8.67B
$319K ﹤0.01%
1,374
BA icon
325
Boeing
BA
$161B
$317K ﹤0.01%
1,469
-70