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
$1.02B
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1 +$6.71M
2 +$1.53M
3 +$778K
4
EMR icon
Emerson Electric
EMR
+$769K
5
CVX icon
Chevron
CVX
+$738K

Top Sells

1 +$2.72M
2 +$915K
3 +$808K
4
NEE icon
NextEra Energy
NEE
+$691K
5
SO icon
Southern Company
SO
+$488K

Sector Composition

1 Consumer Staples 17.69%
2 Technology 13.63%
3 Industrials 12.4%
4 Healthcare 10.02%
5 Utilities 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$106K 0.01%
1,913
-492
152
$104K 0.01%
+2,420
153
$102K 0.01%
+2,000
154
$101K 0.01%
+2,000
155
$14K ﹤0.01%
72,470
156
-2,442