Welch & Forbes LLC
CIK Number: 0000105495
7.78B
Market Value
371
# of Holdings
40 months
Avg. Holding Period
34.74%
Win Rate
20.92%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporat... | 101.66 | -7.94% | 3.99M | -3.78% | 535.54M | 1.05 | 6.89% |
| 2 | AAPL | Apple Inc. | 202.89 | -9.38% | 1.76M | -0.81% | 440.28M | 31.56 | 5.66% |
| 3 | MSFT | Microsoft Corpo... | 373.07 | -2.37% | 905.64K | -0.43% | 381.73M | 45.5 | 4.91% |
| 4 | ORLY | O'Reilly Automo... | 1442.27 | +1.78% | 200.37K | -1.11% | 237.6M | 67.58 | 3.05% |
| 5 | V | Visa Inc. | 339.02 | -2.11% | 744.75K | -0.61% | 235.37M | 54.66 | 3.03% |
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