WG
Welch Group Portfolio holdings
AUM $2.27B
AUM
$2.27B
AUM Growth
+$53.1M (+2%)
Cap. Flow
+$39.7M
Cap. Flow % of AUM
1.75%
Top 10 Holdings %Top 10 Hldgs %
32.38%
Holding
280
New
17
Increased
82
Reduced
69
Closed
14
Top Buys
1 | $48.6M | |
2 | $20M | |
3 | $5.44M | |
4 | $5.2M | |
5 | $4.65M |
Top Sells
1 | $50.5M | |
2 | $5.03M | |
3 | $4.4M | |
4 | $4.11M | |
5 | $3.96M |
Sector Composition
1 | Technology | 21.78% |
2 | Financials | 18.12% |
3 | Consumer Staples | 13.44% |
4 | Industrials | 10.26% |
5 | Healthcare | 9.27% |