WI

Welch Investments Portfolio holdings

AUM $157M
1-Year Est. Return 17.61%
This Quarter Est. Return
1 Year Est. Return
+17.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$4.28M
2 +$481K
3 +$442K
4
GIS icon
General Mills
GIS
+$434K
5
SO icon
Southern Company
SO
+$359K

Top Sells

1 +$4.3M
2 +$155K
3 +$146K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$103K
5
ABBV icon
AbbVie
ABBV
+$38.5K

Sector Composition

1 Consumer Staples 18.53%
2 Industrials 12.99%
3 Technology 12.66%
4 Healthcare 10.74%
5 Energy 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DD
51
DELISTED
Du Pont De Nemours E I
DD
-53,313