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
201
$278K 0.01%
+4,826
202
$276K 0.01%
2,167
203
$275K 0.01%
+9,354
204
$273K 0.01%
2,169
205
$273K 0.01%
5,700
206
$270K 0.01%
+3,500
207
$267K 0.01%
+3,600
208
$266K 0.01%
852
+1
209
$265K 0.01%
4,052
+300
210
$257K 0.01%
+3,066
211
$256K 0.01%
12,907
212
$256K 0.01%
4,229
+585
213
$254K 0.01%
1,074
-12
214
$253K 0.01%
10,500
+3,000
215
$252K 0.01%
1,568
216
$250K 0.01%
5,796
217
$250K 0.01%
6,375
+700
218
$249K 0.01%
5,280
+91
219
$246K 0.01%
3,407
+421
220
$244K 0.01%
+2,682
221
$238K 0.01%
+3,310
222
$237K 0.01%
+8,335
223
$236K 0.01%
917
224
$235K 0.01%
4,400
225
$235K 0.01%
+747
7 8
9
10 11