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
76
$402K 0.06%
5,530
77
$380K 0.06%
7,890
+140
78
$371K 0.06%
6,917
+546
79
$366K 0.06%
3,136
-129
80
$355K 0.06%
2,013
-178
81
$325K 0.05%
18,801
+4,609
82
$315K 0.05%
4,413
83
$305K 0.05%
2,232
84
$285K 0.04%
4,060
85
$285K 0.04%
15,763
-1,818
86
$282K 0.04%
2,207
87
$282K 0.04%
58,280
+960
88
$279K 0.04%
4,371
-153
89
$274K 0.04%
2,553
+50
90
$267K 0.04%
3,728
+259
91
$265K 0.04%
+14,780
92
$239K 0.04%
5,982
93
$236K 0.04%
2,375
94
$236K 0.04%
2,820
+178
95
$234K 0.04%
1,549
96
$212K 0.03%
2,643
97
$211K 0.03%
4,473
+810
98
$209K 0.03%
1,780
+149
99
$207K 0.03%
1,390
+325
100
$204K 0.03%
3,158
2 3
4
5 6