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
$545K
AUM Growth
-$518M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$13.4K
2
+$2.11K
3
+$1.23K
4
EMR icon
Emerson Electric
EMR
+$1.03K
5
MCD icon
McDonald's
MCD
+$887

Top Sells

1
+$862K
2
+$149K
3
+$126K
4
EQT icon
EQT Corp
EQT
+$117K
5
CMCSA icon
Comcast
CMCSA
+$106K

Sector Composition

1 Consumer Staples 17.4%
2 Industrials 12.41%
3 Energy 11.1%
4 Consumer Discretionary 9.7%
5 Healthcare 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.7K 3.62%
238
-1,800
2
$18.8K 3.45%
165,208
-3,877
3
$18K 3.31%
88,800
-337
4
$18K 3.31%
390,959
-11,286
5
$16.6K 3.04%
120,002
+829
6
$16.3K 2.99%
328,047
+3,598
7
$16.2K 2.98%
190,725
+10,209
8
$16.1K 2.95%
167,864
+3,816
9
$16K 2.93%
216,689
+6,461
10
$15.9K 2.93%
180,357
+2,396
11
$15.8K 2.9%
606,816
-3,156
12
$15.8K 2.9%
278,869
+10,104
13
$15.6K 2.86%
292,641
+8,576
14
$15.5K 2.85%
229,062
+2,806
15
$15.5K 2.85%
154,119
+5,160
16
$15.4K 2.84%
263,868
+4,439
17
$15.4K 2.82%
346,757
+5,763
18
$15.4K 2.82%
315,728
+15,778
19
$15.3K 2.8%
220,097
+6,890
20
$15.1K 2.77%
481,755
-4,758
21
$14.9K 2.74%
604,937
+28,632
22
$14.8K 2.73%
152,402
+9,098
23
$14.8K 2.71%
242,105
+5,044
24
$14.7K 2.69%
178,879
+5,943
25
$14.6K 2.68%
311,941
+15,188
1
2 3 4 5