WG
Welch Group Portfolio holdings
AUM
$2.39B
This Quarter Return
-0.62%
1 Year Return
+15.73%
3 Year Return
+44.58%
5 Year Return
+105.77%
10 Year Return
+222.59%
AUM
$545K
AUM Growth
+$545K
(-100%)
Cap. Flow
-$1.45M
Cap. Flow
% of AUM
-265.43%
Top 10 Holdings %
Top 10 Hldgs %
31.49%
Holding
149
New
7
Increased
56
Reduced
39
Closed
5
Top Buys
| 1 |
Kinder Morgan
KMI
|
$13.4K |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$2.11K |
| 3 |
Chevron
CVX
|
$1.23K |
| 4 |
Emerson Electric
EMR
|
$1.03K |
| 5 |
McDonald's
MCD
|
$887 |
Top Sells
| 1 |
PL
PROTECTIVE LIFE CORP
PL
|
$862K |
| 2 |
APC
Anadarko Petroleum
APC
|
$149K |
| 3 |
American International
AIG
|
$126K |
| 4 |
EQT Corp
EQT
|
$117K |
| 5 |
Comcast
CMCSA
|
$106K |
Sector Composition
| 1 | Consumer Staples | 17.4% |
| 2 | Industrials | 12.41% |
| 3 | Energy | 11.1% |
| 4 | Consumer Discretionary | 9.7% |
| 5 | Healthcare | 9.54% |
