Welch & Forbes LLC
CIK Number: 0000105495
7.86B
Market Value
363
# of Holdings
31 months
Avg. Holding Period
77.11%
Win Rate
26.21%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Nvidia Corporat... | 134.16 | -2.32% | 4.14M | -2.08% | 503.32M | 127.8 | 6.41% | |
| 2 | Apple Inc | 248.21 | +0.10% | 1.77M | -0.82% | 413.01M | 93.99 | 5.26% | |
| 3 | Microsoft Corp | 447.43 | -0.47% | 909.53K | -0.17% | 391.37M | 46.66 | 4.98% | |
| 4 | Oreilly Automot... | 1270.87 | +0.09% | 202.62K | -1.20% | 233.34M | 98.89 | 2.97% | |
| 5 | Visa Inc | 314.72 | +0.16% | 749.31K | -0.31% | 206.02M | 71.02 | 2.62% |
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