WG
Welch Group Portfolio holdings
AUM
$2.39B
This Quarter Return
+3.91%
1 Year Return
+15.73%
3 Year Return
+44.58%
5 Year Return
+105.77%
10 Year Return
+222.59%
AUM
$937M
AUM Growth
+$28.6M
(+3.2%)
Cap. Flow
-$2.25M
Cap. Flow
% of AUM
-0.24%
Top 10 Holdings %
Top 10 Hldgs %
33.52%
Holding
150
New
7
Increased
53
Reduced
51
Closed
8
Top Buys
| 1 |
AbbVie
ABBV
|
$1.57M |
| 2 |
3M
MMM
|
$1.24M |
| 3 |
Leggett & Platt
LEG
|
$1.23M |
| 4 |
AT&T
T
|
$1.2M |
| 5 |
IBM
IBM
|
$1.15M |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.02M |
| 2 |
Procter & Gamble
PG
|
$1.5M |
| 3 |
Cisco
CSCO
|
$1.27M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.26M |
| 5 |
Cincinnati Financial
CINF
|
$1.15M |
Sector Composition
| 1 | Consumer Staples | 18.94% |
| 2 | Technology | 13.42% |
| 3 | Industrials | 11.85% |
| 4 | Utilities | 9.86% |
| 5 | Financials | 9.66% |
