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 09/30/16. The fund's latest filing disclosed 3BN in positions, representing 69% of the manager's regulatory AUM.

WELCH & FORBES LLC StockAlpha

-1.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WELCH & FORBES LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ORLY 3.15% Cons. Disc. -1.48% -0.2% 1 10%
PG 2.92% Cons. Staples -5.27% -0.09% 0 24%
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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

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...
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WELCH & FORBES LLC Portfolio Concentration

WELCH & FORBES LLC Location

45 SCHOOL STREET
BOSTON, Massachusetts
UNITED STATES, 02108

WELCH & FORBES LLC Contact Information

Phone Number: 617-523-1635
Fax Number: 617-742-6243
Website:

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