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
$645M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.36M
3
+$2.72M
4
PFE icon
Pfizer
PFE
+$1.53M
5
SO icon
Southern Company
SO
+$1.47M

Top Sells

1
+$1.02M
2
+$614K
3
+$591K
4
MMM icon
3M
MMM
+$403K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$384K

Sector Composition

1 Consumer Staples 17.4%
2 Technology 13.13%
3 Industrials 11.32%
4 Energy 10.37%
5 Healthcare 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.17%
17,698
-475
52
$994K 0.15%
18,900
+1,540
53
$946K 0.15%
16,573
+291
54
$789K 0.12%
2,570
55
$748K 0.12%
7,083
+249
56
$678K 0.11%
5,487
57
$601K 0.09%
15,618
-234
58
$601K 0.09%
7,723
+69
59
$562K 0.09%
10,523
+4,994
60
$556K 0.09%
9,077
-468
61
$532K 0.08%
6,321
+1,743
62
$522K 0.08%
3,573
63
$516K 0.08%
9,631
+316
64
$514K 0.08%
+1,912
65
$508K 0.08%
3,244
+1,050
66
$505K 0.08%
4,991
+176
67
$505K 0.08%
15,348
+726
68
$494K 0.08%
7,325
-404
69
$491K 0.08%
6,022
70
$475K 0.07%
3,067
71
$445K 0.07%
1,745
-196
72
$425K 0.07%
5,247
+62
73
$418K 0.06%
3,667
+28
74
$411K 0.06%
15,825
75
$406K 0.06%
6,940
+1,380
1 2
3
4 5