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
$280M
AUM Growth
-$3.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$986K
2 +$527K
3 +$420K
4
EMR icon
Emerson Electric
EMR
+$325K
5
AGN
Allergan plc
AGN
+$295K

Top Sells

1 +$1.58M
2 +$871K
3 +$366K
4
IFF icon
International Flavors & Fragrances
IFF
+$307K
5
MCD icon
McDonald's
MCD
+$297K

Sector Composition

1 Healthcare 19.83%
2 Consumer Staples 17.98%
3 Technology 14.83%
4 Energy 10.09%
5 Industrials 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$264K 0.09%
10,280
77
$263K 0.09%
3,600
-300
78
$259K 0.09%
7,500
79
$257K 0.09%
2,300
-200
80
$250K 0.09%
3,000
81
$250K 0.09%
9,810
-600
82
$216K 0.08%
3,900
83
-10,680
84
-2,948
85
-3,700