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
76
$449K 0.05%
5,181
+208
77
$437K 0.05%
8,488
-200
78
$430K 0.05%
4,883
-602
79
$424K 0.05%
8,629
+346
80
$407K 0.04%
10,231
+526
81
$386K 0.04%
6,767
+47
82
$380K 0.04%
68,348
+23,295
83
$373K 0.04%
2,759
-22
84
$373K 0.04%
14,625
-990
85
$360K 0.04%
4,582
-212
86
$354K 0.04%
2,319
87
$347K 0.04%
5,142
-3,498
88
$339K 0.04%
1,702
+34
89
$332K 0.04%
7,800
+272
90
$330K 0.04%
8,952
-7,500
91
$328K 0.04%
6,197
+272
92
$326K 0.03%
1,763
+23
93
$325K 0.03%
3,281
+130
94
$308K 0.03%
1,863
95
$304K 0.03%
3,050
96
$302K 0.03%
2,588
97
$269K 0.03%
5,677
-286
98
$268K 0.03%
2,301
99
$267K 0.03%
4,060
100
$261K 0.03%
18,199
2 3
4
5 6