WF

Welch & Forbes Portfolio holdings

AUM $8.25B
1-Year Est. Return 19.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.62B
AUM Growth
+$572M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1 +$10.5M
2 +$9.97M
3 +$9.58M
4
XYL icon
Xylem
XYL
+$4.34M
5
SHOP icon
Shopify
SHOP
+$2.72M

Top Sells

1 +$19M
2 +$10.4M
3 +$3.77M
4
USB icon
US Bancorp
USB
+$3.46M
5
VZ icon
Verizon
VZ
+$3.4M

Sector Composition

1 Technology 25.56%
2 Healthcare 18.14%
3 Financials 11.75%
4 Consumer Discretionary 11.66%
5 Industrials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-3,857