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
$937M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.24M
3
+$1.23M
4
T icon
AT&T
T
+$1.2M
5
IBM icon
IBM
IBM
+$1.15M

Top Sells

1
+$2.02M
2
+$1.5M
3
+$1.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.26M
5
CINF icon
Cincinnati Financial
CINF
+$1.15M

Sector Composition

1 Consumer Staples 18.94%
2 Technology 13.42%
3 Industrials 11.85%
4 Utilities 9.86%
5 Financials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.11%
6,066
+362
52
$1.01M 0.11%
10,640
+340
53
$975K 0.1%
18,610
+4,078
54
$969K 0.1%
51,460
-3,900
55
$929K 0.1%
44,509
+996
56
$926K 0.1%
3,140
-144
57
$886K 0.09%
10,042
+3,725
58
$877K 0.09%
10,966
+229
59
$830K 0.09%
2,570
60
$809K 0.09%
7,420
61
$778K 0.08%
3,784
+10
62
$760K 0.08%
6,870
+645
63
$736K 0.08%
5,526
-45
64
$724K 0.08%
10,523
-126
65
$681K 0.07%
4,106
+137
66
$671K 0.07%
44,885
-4,185
67
$635K 0.07%
3,683
+36
68
$596K 0.06%
14,537
69
$586K 0.06%
142,600
+17,760
70
$515K 0.06%
2,517
+178
71
$490K 0.05%
8,240
72
$476K 0.05%
3,855
+84
73
$476K 0.05%
1,799
+13
74
$471K 0.05%
10,381
-695
75
$460K 0.05%
5,943
1 2
3
4 5