WG
Welch Group Portfolio holdings
AUM $2.27B
AUM
$2.27B
AUM Growth
+$53.1M (+2%)
Cap. Flow
+$39.7M
Cap. Flow % of AUM
1.75%
Top 10 Holdings %Top 10 Hldgs %
32.38%
Holding
280
New
17
Increased
82
Reduced
69
Closed
14
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
No holdings matched the selected filter criteria