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
$1.64B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$5M
3
+$4.41M
4
INTC icon
Intel
INTC
+$4.05M
5
UL icon
Unilever
UL
+$3.38M

Top Sells

1
+$26.2M
2
+$9.11M
3
+$4.01M
4
XOM icon
Exxon Mobil
XOM
+$2.96M
5
CVX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3K ﹤0.01%
10,000
202
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204
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205
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207
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209
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210
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211
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216
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5 6 7 8
9