WELCH & FORBES LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$3.49B
13F filings
1
Latest filing
Jul 31, 2017

Top 10 holdings

JNJ $88.54M
2.53% of AUM
AAPL $85.73M
2.45% of AUM
UTXZ $85.60M
2.45% of AUM
PG $84.40M
2.42% of AUM
ORLY $83.10M
2.38% of AUM
SYK $75.16M
2.15% of AUM
V $73.46M
2.10% of AUM
XOM $72.70M
2.08% of AUM
PEP $68.45M
1.96% of AUM
HD $65.40M
1.87% of AUM

About this filer

FilingIQ has indexed 1 quarterly Form 13F filings from WELCH & FORBES LLC. Reported assets under management total $3.49B.

View live WELCH & FORBES LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does WELCH & FORBES LLC have under management?
Per WELCH & FORBES LLC's most recent SEC Form 13F filing dated Jul 31, 2017, total assets under management are $3.49B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has WELCH & FORBES LLC submitted?
FilingIQ has indexed 1 quarterly Form 13F filings from WELCH & FORBES LLC. Filings are due 45 days after quarter-end.
Where does WELCH & FORBES LLC's holdings data come from?
Every position shown on this page sources back to WELCH & FORBES LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.