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

Top Buys

1 +$7.12M
2 +$5.91M
3 +$4.04M
4
TJX icon
TJX Companies
TJX
+$3.63M
5
AAPL icon
Apple
AAPL
+$2.93M

Top Sells

1 +$2.43M
2 +$2.12M
3 +$1.85M
4
VAR
Varian Medical Systems, Inc.
VAR
+$1.8M
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
-10,179
402
-4,105