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
$2.08B
AUM Growth
+$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$1.89M
3
+$1.63M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.51M
5
MCD icon
McDonald's
MCD
+$1.5M

Top Sells

1
+$2.23M
2
+$1.21M
3
+$1.19M
4
NVDA icon
NVIDIA
NVDA
+$1.06M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$824K

Sector Composition

1 Technology 21.04%
2 Financials 17.36%
3 Consumer Staples 16.45%
4 Industrials 10.29%
5 Healthcare 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$352K 0.02%
3,802
-516
177
$344K 0.02%
+11,500
178
$341K 0.02%
3,656
179
$338K 0.02%
5,500
+2,000
180
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+5,936
181
$334K 0.02%
3,653
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182
$324K 0.02%
1,450
183
$322K 0.02%
2,327
184
$320K 0.02%
+10,000
185
$320K 0.02%
5,982
186
$319K 0.02%
5,000
+2,000
187
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4,275
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188
$310K 0.01%
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-110
189
$303K 0.01%
11,182
190
$303K 0.01%
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191
$302K 0.01%
+1,100
192
$301K 0.01%
1,167
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193
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194
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195
$298K 0.01%
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196
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197
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15,627
+194
198
$287K 0.01%
4,903
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199
$284K 0.01%
4,136
200
$281K 0.01%
+7,000
6 7
8
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