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
$5.91B
AUM Growth
+$326M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$3.01M
3
+$2.35M
4
LECO icon
Lincoln Electric
LECO
+$2.11M
5
ADBE icon
Adobe
ADBE
+$1.58M

Top Sells

1
+$8.36M
2
+$5.16M
3
+$5M
4
NVDA icon
NVIDIA
NVDA
+$4.8M
5
INTC icon
Intel
INTC
+$3.61M

Sector Composition

1 Technology 23.2%
2 Healthcare 20.23%
3 Consumer Discretionary 11.59%
4 Financials 11.47%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$397K 0.01%
+2,628
302
$397K 0.01%
4,361
-1
303
$396K 0.01%
1,117
304
$395K 0.01%
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305
$391K 0.01%
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-355
306
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773
307
$374K 0.01%
+9,991
308
$368K 0.01%
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309
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310
$353K 0.01%
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311
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312
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313
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314
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315
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316
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781
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317
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318
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319
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320
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321
$328K 0.01%
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322
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323
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2,493
324
$321K 0.01%
8,900
-150
325
$317K 0.01%
+916
11 12
13
14 15