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
$3.17B
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1 +$14.9M
2 +$4.34M
3 +$4.07M
4
TJX icon
TJX Companies
TJX
+$3.38M
5
V icon
Visa
V
+$2.91M

Top Sells

1 +$45.1M
2 +$22.8M
3 +$20.6M
4
AMP icon
Ameriprise Financial
AMP
+$16.1M
5
PRGO icon
Perrigo
PRGO
+$10.4M

Sector Composition

1 Healthcare 18.17%
2 Industrials 13.79%
3 Technology 13.42%
4 Financials 9.99%
5 Energy 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-8,828
352
-50,000
353
-67,321