WG

Welch Group Portfolio holdings

AUM $2.56B
1-Year Est. Return 10.56%
This Quarter Est. Return
1 Year Est. Return
+10.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.08B
AUM Growth
+$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$1.89M
3
+$1.63M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.51M
5
MCD icon
McDonald's
MCD
+$1.5M

Top Sells

1
+$2.23M
2
+$1.21M
3
+$1.19M
4
NVDA icon
NVIDIA
NVDA
+$1.06M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$824K

Sector Composition

1 Technology 21.04%
2 Financials 17.36%
3 Consumer Staples 16.45%
4 Industrials 10.29%
5 Healthcare 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$231K 0.01%
+5,102
227
$230K 0.01%
+19,000
228
$227K 0.01%
2,453
229
$226K 0.01%
2,130
230
$226K 0.01%
878
-3
231
$225K 0.01%
+2,754
232
$222K 0.01%
1,000
233
$221K 0.01%
210
-203
234
$221K 0.01%
+5,000
235
$218K 0.01%
2,227
236
$217K 0.01%
820
237
$216K 0.01%
2,644
238
$216K 0.01%
2,025
-701
239
$215K 0.01%
2,100
240
$212K 0.01%
384
241
$212K 0.01%
2,179
242
$211K 0.01%
+4,750
243
$209K 0.01%
2,970
-330
244
$209K 0.01%
+15,000
245
$207K 0.01%
+7,000
246
$206K 0.01%
+9,627
247
$205K 0.01%
+2,657
248
$199K 0.01%
15,882
-1,872
249
$174K 0.01%
+10,000
250
$149K 0.01%
11,116
7 8 9
10
11