WIC

Wilkins Investment Counsel Portfolio holdings

AUM $707M
1-Year Est. Return 15.06%
This Quarter Est. Return
1 Year Est. Return
+15.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$284M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Sells

1 +$1.91M
2 +$612K
3 +$523K
4
IFF icon
International Flavors & Fragrances
IFF
+$331K
5
WBA
Walgreens Boots Alliance
WBA
+$250K

Sector Composition

1 Healthcare 20.41%
2 Consumer Staples 17.54%
3 Technology 13.85%
4 Energy 11.41%
5 Materials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$269K 0.09%
3,900
77
$261K 0.09%
5,377
78
$260K 0.09%
10,410
-300
79
$258K 0.09%
2,500
80
$253K 0.09%
3,000
81
$237K 0.08%
10,280
82
$227K 0.08%
+3,900
83
-5,824