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
76
$1.48M 0.07%
1,736
+8
77
$1.46M 0.07%
6,812
+870
78
$1.45M 0.07%
6,788
+961
79
$1.32M 0.06%
15,400
+10,000
80
$1.3M 0.06%
13,000
+9,500
81
$1.29M 0.06%
8,860
+6,762
82
$1.26M 0.06%
21,166
+6,500
83
$1.25M 0.06%
22,000
+9,500
84
$1.24M 0.06%
18,988
+4,101
85
$1.24M 0.06%
2,278
-15
86
$1.24M 0.06%
12,336
+1,169
87
$1.21M 0.06%
2,770
88
$1.15M 0.06%
11,606
+4,083
89
$1.14M 0.06%
14,020
+1,753
90
$1.12M 0.05%
10,700
91
$1.09M 0.05%
9,554
-391
92
$1.09M 0.05%
10,226
93
$1.07M 0.05%
4,366
-3
94
$1.06M 0.05%
11,588
+65
95
$1.06M 0.05%
7,800
+3,200
96
$1.03M 0.05%
20,607
-200
97
$1.01M 0.05%
11,135
+5,259
98
$1.01M 0.05%
16,936
+11,600
99
$994K 0.05%
7,512
+4,500
100
$990K 0.05%
5,400
+2,500
2 3
4
5 6