WF

Welch & Forbes Portfolio holdings

AUM $8.01B
1-Year Est. Return 16.47%
This Quarter Est. Return
1 Year Est. Return
+16.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.16B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Sells

1 +$9.81M
2 +$7.17M
3 +$7.13M
4
TD icon
Toronto Dominion Bank
TD
+$5.53M
5
EW icon
Edwards Lifesciences
EW
+$5.22M

Sector Composition

1 Healthcare 16.3%
2 Technology 14.82%
3 Industrials 14.49%
4 Financials 10.13%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$970K 0.03%
8,716
+150
202
$929K 0.03%
10,000
203
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11,505
204
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205
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206
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207
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208
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209
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210
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211
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212
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213
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214
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216
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217
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218
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219
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221
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222
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11,884
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223
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224
$629K 0.02%
6,628
225
$629K 0.02%
12,425