WF

Welch & Forbes Portfolio holdings

AUM $8.01B
1-Year Est. Return 16.47%
This Quarter Est. Return
1 Year Est. Return
+16.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.33B
AUM Growth
-$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1 +$5.6M
2 +$4.55M
3 +$3.85M
4
BIIB icon
Biogen
BIIB
+$3.43M
5
CSCO icon
Cisco
CSCO
+$3.35M

Top Sells

1 +$11.7M
2 +$11.5M
3 +$9.91M
4
CHKP icon
Check Point Software Technologies
CHKP
+$7.71M
5
TDC icon
Teradata
TDC
+$4.13M

Sector Composition

1 Healthcare 19.24%
2 Technology 14.54%
3 Industrials 12.62%
4 Financials 10.32%
5 Consumer Discretionary 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-8,760
352
-54,252