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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
81
15
17
6
4
1
63
29
16
WELCH FORBES LLC

Time Period2018-12-31

Total Holdings339

Total Value ($x1000)3,547,112
Activities
New9

Increased74

Unchanged97

Decreased159

Sold Out30

Top 10 Stock Holdingstotal 24.58%
V3.03

JNJ2.75

MSFT2.65

AAPL2.53

SYK2.44

 
ORLY2.44

UTX2.23

HD2.19

PG2.17

DHR2.15

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
V
3.03%
COM CL A
JNJ
2.75%
COM
MSFT
2.65%
COM
AAPL
2.53%
COM
SYK
2.44%
COM
ORLY
2.44%
COM
UTX
2.23%
COM
HD
2.19%
COM
PG
2.17%
COM
DHR
2.15%
COM
ANSS
1.96%
COM
KMX
1.9%
COM
PEP
1.89%
COM
FISV
1.79%
COM
GOOG
1.77%
CAP STK CL C
JPM
1.69%
COM
ECL
1.67%
COM
MCD
1.61%
COM
XOM
1.37%
COM
ABT
1.29%
COM
ROP
1.24%
COM
MTD
1.22%
COM
MMM
1.19%
COM
ABBV
1.19%
COM
INTC
1.18%
COM
CB
1.16%
COM
PFE
1.14%
COM
PAYX
1.11%
COM
RTN
1.08%
COM NEW
WFC
1.06%
COM
MDY
1.04%
UTSER1 S&PDCRP
MRK
1.03%
COM
ADP
0.99%
COM
CVX
0.99%
COM
RMD
0.97%
COM
EMLP
0.96%
NO AMER ENERGY
IDXX
0.94%
COM
AFL
0.9%
COM
IRM
0.9%
COM
VRTX
0.82%
COM
TJX
0.82%
COM
GOOGL
0.8%
CAP STK CL A
FB
0.8%
CL A
NVDA
0.78%
COM
CHD
0.75%
COM
CMCSA
0.73%
CL A
GSK
0.71%
SPONSORED ADR
COST
0.68%
COM
BKNG
0.68%
COM
VZ
0.64%
COM
FTV
0.63%
COM
SWK
0.63%
COM
KO
0.62%
COM
AMP
0.61%
COM
EXPD
0.61%
COM
BAC
0.57%
COM
BDX
0.53%
COM
TD
0.52%
COM NEW
CSCO
0.52%
COM
LANC
0.5%
COM
T
0.49%
COM
FTSL
0.48%
SENIOR LN FD
LQD
0.47%
IBOXX INV CP ETF
OMC
0.46%
COM
BRK.B
0.45%
CL B NEW
STT
0.44%
COM
USB
0.44%
COM NEW
LLY
0.44%
COM
CGNX
0.44%
COM
HPT
0.43%
COM SH BEN INT
COF
0.42%
COM
EW
0.41%
COM
PFF
0.4%
U.S. PFD STK ETF
BSX
0.39%
COM
KYN
0.38%
COM
CVS
0.37%
COM
AMZN
0.37%
COM
DOV
0.36%
COM
SLB
0.36%
COM
TMO
0.34%
COM
WMT
0.32%
COM
SYY
0.32%
COM
BMY
0.32%
COM
MDT
0.31%
SHS
SPY
0.31%
TR UNIT
IBM
0.31%
COM
VEA
0.29%
FTSE DEV MKT ETF
EMR
0.29%
COM
CMI
0.29%
COM
CHKP
0.29%
ORD
QCOM
0.27%
COM
VLO
0.27%
COM
GILD
0.25%
COM
DUK
0.25%
COM NEW
SU
0.25%
COM
AXP
0.24%
COM
LECO
0.24%
COM
APD
0.24%
COM
DIS
0.23%
COM DISNEY
CELG
0.23%
COM
NVS
0.23%
SPONSORED ADR
STZ
0.22%
CL A
AMGN
0.21%
COM
COP
0.21%
COM
SBUX
0.21%
COM
CSJ
0.21%
1-3 YR CR BD ETF
UPS
0.21%
CL B
CTAS
0.2%
COM
CVGW
0.19%
COM
ADBE
0.18%
COM
EOG
0.17%
COM
CL
0.16%
COM
GE
0.16%
COM
MIDD
0.16%
COM
ORCL
0.16%
COM
BIV
0.16%
INTERMED TERM
BP
0.15%
SPONSORED ADR
WBA
0.15%
COM
IWM
0.15%
RUSSELL 2000 ETF
CAT
0.14%
COM
KMB
0.14%
COM
TSCO
0.13%
COM
DWDP
0.13%
COM
SHW
0.13%
COM
VEU
0.13%
ALLWRLD EX US
TIF
0.13%
COM
BUD
0.12%
SPONSORED ADR
VGK
0.12%
FTSE EUROPE ETF
UNP
0.12%
COM
NWL
0.11%
COM
GIS
0.11%
COM
DXJ
0.1%
JAPN HEDGE EQT
CHTR
0.1%
CL A
BA
0.09%
COM
TXN
0.09%
COM
VWO
0.09%
FTSE EMR MKT ETF
APC
0.09%
COM
ZMH
0.09%
COM
VSS
0.09%
FTSE SMCAP ETF
CI
0.09%
COM
CF
0.09%
COM
PGR
0.08%
COM
NEE
0.08%
COM
ICLR
0.08%
SHS
AGN
0.08%
SHS
RPM
0.08%
COM
ADI
0.07%
COM
IWO
0.07%
RUS 2000 GRW ETF
MORN
0.07%
COM
MA
0.07%
CL A
LNT
0.07%
COM
EEM
0.07%
MSCI EMG MKT ETF
LOW
0.07%
COM
IAU
0.07%
ISHARES
WSO
0.06%
COM
ITW
0.06%
COM
NOC
0.06%
COM
BSV
0.06%
SHORT TRM BOND
NOV
0.06%
COM
SRCL
0.06%
COM
APY
0.06%
COM
BIIB
0.06%
COM
MCO
0.06%
COM
EFA
0.05%
MSCI EAFE ETF
VOO
0.05%
SHS
VAR
0.05%
COM
IJH
0.05%
CORE S&P MCP ETF
DVY
0.05%
SELECT DIVID ETF
HON
0.05%
COM
MUI
0.05%
COM
BABA
0.04%
SPONSORED ADS
PM
0.04%
COM
SRLN
0.04%
BLKSTN GSOSRLN
HAIN
0.04%
COM
MAS
0.04%
COM
DNB
0.04%
COM
MMC
0.04%
COM
USMV
0.04%
USA MIN VOL ETF
IVV
0.04%
CORE S&P500 ETF
MO
0.04%
COM
BKLN
0.04%
SR LN ETF
STI
0.04%
COM
DE
0.04%
COM
QQQ
0.03%
UNIT SER 1
CNI
0.03%
COM
PNC
0.03%
COM
AMT
0.03%
COM
PYPL
0.03%
COM
RDS/A
0.03%
SPONS ADR A
LMT
0.03%
COM
JKHY
0.03%
COM
WEC
0.03%
COM
BSM
0.03%
COM UNIT
FAST
0.03%
COM
MPC
0.03%
COM
AVGO
0.03%
COM
WTS
0.03%
CL A
PSX
0.03%
COM
INTU
0.03%
COM
XRAY
0.03%
COM
WAT
0.03%
COM
OEF
0.03%
S&P 100 ETF
VNO
0.03%
SH BEN INT
IT
0.03%
COM
IWB
0.03%
RUS 1000 ETF
NKE
0.02%
CL B
DEO
0.02%
SPON ADR NEW
MET
0.02%
COM
IJR
0.02%
CORE S&P SCP ETF
CPRT
0.02%
COM
TIP
0.02%
TIPS BD ETF
UNH
0.02%
COM
SLCA
0.02%
COM
SPGI
0.02%
COM
ALL
0.02%
COM
EPD
0.02%
COM
AWK
0.02%
COM
BBT
0.02%
COM
UL
0.02%
SPON ADR NEW
MDLZ
0.02%
CL A
BMS
0.02%
COM
XYL
0.02%
COM
BR
0.02%
COM
ES
0.02%
COM
EWJ
0.02%
MSCI JPN ETF NEW
ISRG
0.02%
COM NEW
IWR
0.02%
RUS MID-CAP ETF
SCHD
0.02%
US DIVIDEND EQ
SO
0.02%
COM
ABX
0.02%
COM
NTRS
0.02%
COM
OZK
0.02%
COM
CAH
0.02%
COM
FTSM
0.02%
FIRST TR ENH NEW
MTUM
0.02%
MSCI USAMOMFCT
IWF
0.02%
RUS 1000 GRW ETF
EV
0.02%
COM NON VTG
WDAY
0.02%
CL A
CRM
0.02%
COM
BNS
0.02%
COM
CTSH
0.02%
CL A
ACN
0.02%
SHS CLASS A
ROST
0.01%
COM
HUBB
0.01%
COM
TGT
0.01%
COM
JWN
0.01%
COM
PPG
0.01%
COM
WTR
0.01%
COM
WM
0.01%
COM
DVP
0.01%
DEEP VALUE ETF
IWD
0.01%
RUS 1000 VAL ETF
VIG
0.01%
DIV APP ETF
ILMN
0.01%
COM
JW/A
0.01%
CL A
WTM
0.01%
COM
BEN
0.01%
COM
HSY
0.01%
COM
A
0.01%
COM
GD
0.01%
COM
NVO
0.01%
ADR
PTC
0.01%
COM
VB
0.01%
SMALL CP ETF
PAYC
0.01%
COM
WCN
0.01%
COM
AGG
0.01%
CORE TOTUSBD ETF
PANW
0.01%
COM
UN
0.01%
N Y SHS NEW
K
0.01%
COM
MOO
0.01%
AGRIBUSINESS ETF
CSX
0.01%
COM
TRV
0.01%
COM
BLK
0.01%
COM
AMG
0.01%
COM
ENB
0.01%
COM
WEX
0.01%
COM
CDK
0.01%
COM
FRC
0.01%
COM
PEG
0.01%
COM
ATO
0.01%
COM
MMP
0.01%
COM UNIT RP LP
BAX
0.01%
COM
FLOT
0.01%
FLTG RATE BD ETF
CEF
0.01%
UNIT
SLY
0.01%
S&P 600 SML CAP
LNC
0.01%
COM
INGR
0.01%
COM
CW
0.01%
COM
XLP
0.01%
SBI CONS STPLS
CIU
0.01%
INTERM CR BD ETF
HIFS
0.01%
COM
PHO
0.01%
WATER RES ETF
KHC
0.01%
COM
CPB
0.01%
COM
MTB
0.01%
COM
IVE
0.01%
S&P 500 VAL ETF
VO
0.01%
MID CAP ETF
WY
0.01%
COM
VFC
0.01%
COM
TAN
0.01%
SOLAR ETF
FOX
0.01%
CL B
SLF
0.01%
COM
MSI
0.01%
COM NEW
VSM
0.01%
COM
NWN
0.01%
COM
NTAP
0.01%
COM
NFLX
0.01%
COM
HUBS
0.01%
COM
D
0.01%
COM
IVW
0.01%
S&P 500 GRWT ETF
HAL
0.01%
COM
NBN
0.01%
COM NEW
HIG
0.01%
COM
FDX
0.01%
COM
MOAT
0.01%
MORNINGSTAR WIDE
AJG
0.01%
COM
TMK
0.01%
COM
HPQ
0.01%
COM
GWW
0.01%
COM
BAH
0.01%
CL A
IBB
0.01%
NASDQ BIOTEC ETF
AEP
0.01%
COM
IJK
0.01%
S&P MC 400GR ETF
AMAT
0.01%
COM
IWN
0.01%
RUS 2000 VAL ETF
XLK
0.01%
TECHNOLOGY
SHOP
0.01%
CL A
HAE
0.01%
COM
PHYS
0.01%
UNIT
SIRI
< 0.01%
COM
DMLP
< 0.01%
COM UNIT
HPE
< 0.01%
COM
FORM
< 0.01%
COM
KN
< 0.01%
COM
IBN
< 0.01%
ADR
AMLP
< 0.01%
ALERIAN MLP
EXG
< 0.01%
COM
VVR
< 0.01%
COM
NE
< 0.01%
SHS USD
PLUG
< 0.01%
COM NEW
PX
0.9%
COM
CI
0.07%
COM
AET
0.03%
COM
ESRX
0.01%
COM
APA
0.01%
COM
SFST
0.01%
COM
DXC
0.01%
COM
COL
0.01%
COM
MTSC
0.01%
COM
NBL
0.01%
COM
SIVB
0.01%
COM
NWN
0.01%
COM
HP
0.01%
COM
MAR
0.01%
CL A
WAB
0.01%
COM
TYL
0.01%
COM
MUB
0.01%
NAT AMT FREE BD
FDN
0.01%
DJ INTERNT IDX
EBAY
0.01%
COM
GXC
0.01%
S&P CHINA ETF
TOT
0.01%
SPONSORED ADR
RMR
0.01%
CL A
URI
0.01%
COM
CLB
0.01%
COM
ITT
< 0.01%
COM
LDOS
< 0.01%
COM
VOD
< 0.01%
SPNSR ADR NO PAR
MAN
< 0.01%
COM
PAGP
< 0.01%
LTD PARTNR INT A
PXD
< 0.01%
COM