WG
Welch Group Portfolio holdings
AUM
$2.39B
This Quarter Return
+0.07%
1 Year Return
+15.73%
3 Year Return
+44.58%
5 Year Return
+105.77%
10 Year Return
+222.59%
AUM
$803M
AUM Growth
+$803M
(+1.7%)
Cap. Flow
+$16.5M
Cap. Flow
% of AUM
2.06%
Top 10 Holdings %
Top 10 Hldgs %
33.49%
Holding
148
New
7
Increased
44
Reduced
44
Closed
7
Top Buys
| 1 |
Southern Company
SO
|
$2.4M |
| 2 |
General Mills
GIS
|
$2.05M |
| 3 |
Procter & Gamble
PG
|
$1.39M |
| 4 |
AT&T
T
|
$1.35M |
| 5 |
Kimberly-Clark
KMB
|
$1.32M |
Top Sells
| 1 |
Intel
INTC
|
$1.15M |
| 2 |
DuPont de Nemours
DD
|
$568K |
| 3 |
AbbVie
ABBV
|
$553K |
| 4 |
NextEra Energy, Inc.
NEE
|
$264K |
| 5 |
SPDR Gold Trust
GLD
|
$259K |
Sector Composition
| 1 | Consumer Staples | 17.11% |
| 2 | Technology | 13.96% |
| 3 | Industrials | 12.09% |
| 4 | Energy | 11.05% |
| 5 | Utilities | 9.63% |
