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
$7.86B
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1 +$13M
2 +$8.31M
3 +$6.03M
4
XYL icon
Xylem
XYL
+$2.09M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.46M

Top Sells

1 +$10.4M
2 +$4.19M
3 +$3.29M
4
INTC icon
Intel
INTC
+$2.93M
5
ORLY icon
O'Reilly Automotive
ORLY
+$2.7M

Sector Composition

1 Technology 27.24%
2 Healthcare 17.22%
3 Financials 11.26%
4 Consumer Discretionary 11.19%
5 Industrials 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-12,645
377
-7,500