Welch & Forbes LLC

CIK Number: 0000105495

7.64B
Market Value
370
# of Holdings
41 months
Avg. Holding Period
34.56%
Win Rate
27.62%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 NVDA NVIDIA Corporat...
141.94
+0.51% 3.99M -3.78% 535.54M 1.05 6.89%
2 AAPL Apple Inc.
202.99
-0.14% 1.76M -0.81% 440.28M 31.56 5.66%
3 MSFT Microsoft Corpo...
464.20
+0.27% 905.64K -0.43% 381.73M 45.5 4.91%
4 ORLY O'Reilly Automo...
1366.91
-0.38% 200.37K -1.11% 237.6M 67.58 3.05%
5 V Visa Inc.
368.35
+0.68% 744.75K -0.61% 235.37M 54.66 3.03%

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