WELCH & FORBES LLC Overview
Welch & Forbes Llc is an investment advisor that manages 4.2 BN dollars in regulatory AUM and has 53 employees, of which 13 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 6BN in positions, representing 144% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 6BN in positions, representing 144% of the manager's regulatory AUM.
WELCH & FORBES LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WELCH & FORBES LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 4.38% | Tech | 6.16% | -0.28% | 0 | 39% | ||
| MSFT | 4.25% | Tech | 19.44% | 0.31% | 0 | 45% | ||
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FEATURED IN
WELCH & FORBES LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John H. Emmons | President | October-2010 |
| Charles T. Haydock | Executive Vice President & Chief Investment Officer | October-2010 |
| Oliver A. Spalding | Senior Vice President And Compliance Officer | January-2008 |
| Kurt H. Walter | Senior Vice President & Treasurer | November-2001 |
| Adrienne G. Silbermann | Executive Vice President & Compliance Officer | January-2005 |
| Benjamin J. Williams | Executive Vice President | January-2005 |
| Peter P. Brown | Senior Vice President And Compliance Officer | November-2001 |
| Todd R. Jundi | Vice President & Chief Compliance Officer | October-2010 |
WELCH & FORBES LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
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WELCH & FORBES LLC Investment Strategy
Item 8 – Methods of Analysis, Investment Strategies, and Risk of Loss
Introduction
Welch & Forbes offers its clients customized account management which is focused on the individual objectives of each client. In doing so, Welch & Forbes presents its clients with a range of investment options on a separate account basis, typically managed together depending on account size and investment objective. Such options may include, but are not limited to:
1. Multi-cap core equity portfolios constructed with domestic and international stocks and ADRs;
2. Specialty portfolios – client-driven sector or style focused (e.g. Energy, Income);
3. Open Architecture through mutual funds and/or exchange-traded funds to seek the additional diversification of geographic-based, commodity-based, capitalization- based and style-based specialists;
4. Taxable and tax-exempt fixed income portfolios with a client-driven focus on income or tota...
Unlock Full Investment Process Description
Introduction
Welch & Forbes offers its clients customized account management which is focused on the individual objectives of each client. In doing so, Welch & Forbes presents its clients with a range of investment options on a separate account basis, typically managed together depending on account size and investment objective. Such options may include, but are not limited to:
1. Multi-cap core equity portfolios constructed with domestic and international stocks and ADRs;
2. Specialty portfolios – client-driven sector or style focused (e.g. Energy, Income);
3. Open Architecture through mutual funds and/or exchange-traded funds to seek the additional diversification of geographic-based, commodity-based, capitalization- based and style-based specialists;
4. Taxable and tax-exempt fixed income portfolios with a client-driven focus on income or tota...
Unlock Full Investment Process Description
WELCH & FORBES LLC Portfolio Concentration
WELCH & FORBES LLC Location
45 SCHOOL STREET
BOSTON, Massachusetts
UNITED STATES, 02108
BOSTON, Massachusetts
UNITED STATES, 02108
WELCH & FORBES LLC Contact Information
Phone Number: 617-523-1635
Fax Number: 617-742-6243
Website: http://www.welchforbes.com
Fax Number: 617-742-6243
Website: http://www.welchforbes.com
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