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
$3B
AUM Growth
-$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1 +$8.21M
2 +$7.93M
3 +$6.57M
4
NVDA icon
NVIDIA
NVDA
+$4.43M
5
CF icon
CF Industries
CF
+$3.91M

Top Sells

1 +$9.69M
2 +$7.44M
3 +$4.15M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.45M
5
EMR icon
Emerson Electric
EMR
+$2.93M

Sector Composition

1 Healthcare 20.43%
2 Technology 14.22%
3 Industrials 12.16%
4 Financials 10.84%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-4,863