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
$5.92B
AUM Growth
+$503M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1 +$6.88M
2 +$5.36M
3 +$4.08M
4
TJX icon
TJX Companies
TJX
+$3.67M
5
AAPL icon
Apple
AAPL
+$2.77M

Top Sells

1 +$2.32M
2 +$1.94M
3 +$1.8M
4
NVDA icon
NVIDIA
NVDA
+$1.7M
5
CVGW icon
Calavo Growers
CVGW
+$1.21M

Sector Composition

1 Technology 22.57%
2 Healthcare 20.34%
3 Consumer Discretionary 12.09%
4 Financials 11.37%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-530
402
-2,616