WG
Welch Group Portfolio holdings
AUM
$2.39B
1-Year Return
15.73%
This Quarter Return
-7.14%
1 Year Return
+15.73%
3 Year Return
+44.58%
5 Year Return
+105.77%
10 Year Return
+222.59%
AUM
$1.64B
AUM Growth
-$113M
(-6.5%)
Cap. Flow
+$28.5M
Cap. Flow
% of AUM
1.74%
Top 10 Holdings %
Top 10 Hldgs %
35.05%
Holding
221
New
7
Increased
90
Reduced
44
Closed
20
Top Buys
| 1 |
Truist Financial
TFC
|
$30.3M |
| 2 |
JPMorgan Chase
JPM
|
$5M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$4.41M |
| 4 |
Intel
INTC
|
$4.05M |
| 5 |
Unilever
UL
|
$3.38M |
Top Sells
| 1 |
3M
MMM
|
$26.2M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$9.11M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$4.01M |
| 4 |
Exxon Mobil
XOM
|
$2.96M |
| 5 |
Chevron
CVX
|
$2.64M |
Sector Composition
| 1 | Financials | 18.63% |
| 2 | Consumer Staples | 17.43% |
| 3 | Technology | 17.27% |
| 4 | Healthcare | 10.32% |
| 5 | Industrials | 9.18% |
