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
$491M
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$176K
3
+$126K
4
CSCO icon
Cisco
CSCO
+$94.4K
5
D icon
Dominion Energy
D
+$5.46K

Top Sells

1
+$5.77M
2
+$5.34M
3
+$5.29M
4
JNJ icon
Johnson & Johnson
JNJ
+$5.01M
5
T icon
AT&T
T
+$4.87M

Sector Composition

1 Consumer Staples 18.7%
2 Industrials 12.34%
3 Utilities 10.08%
4 Energy 10%
5 Healthcare 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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129
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130
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132
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133
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148
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