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
$288M
AUM Growth
+$7.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$1.09M
2 +$433K
3 +$203K
4
GIS icon
General Mills
GIS
+$165K
5
EMR icon
Emerson Electric
EMR
+$91.4K

Top Sells

1 +$1.08M
2 +$957K
3 +$390K
4
POT
Potash Corp Of Saskatchewan
POT
+$259K
5
WMB icon
Williams Companies
WMB
+$216K

Sector Composition

1 Healthcare 20.13%
2 Consumer Staples 18.58%
3 Technology 15.24%
4 Industrials 10%
5 Energy 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$289K 0.1%
3,300
-300
77
$281K 0.1%
9,810
78
$244K 0.08%
3,000
79
$241K 0.08%
2,200
-100
80
$203K 0.07%
+5,051
81
-5,000
82
-3,900
83
-7,500