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
101
$199K 0.03%
3,998
102
$197K 0.03%
860
103
$188K 0.03%
4,910
+402
104
$186K 0.03%
21,870
-1,500
105
$183K 0.03%
1,970
106
$181K 0.03%
1,240
107
$177K 0.03%
1,154
108
$177K 0.03%
1,773
109
$166K 0.03%
1,065
+114
110
$163K 0.03%
1,566
+9
111
$157K 0.02%
3,220
112
$156K 0.02%
1,079
-39
113
$153K 0.02%
4,442
114
$153K 0.02%
2,420
115
$148K 0.02%
+852
116
$148K 0.02%
+5,231
117
$143K 0.02%
2,207
118
$142K 0.02%
+2,229
119
$141K 0.02%
3,524
-18
120
$135K 0.02%
+1,902
121
$134K 0.02%
+6,495
122
$133K 0.02%
2,125
123
$131K 0.02%
2,000
124
$130K 0.02%
1,588
+248
125
$130K 0.02%
+1,919
2 3 4
5
6